Blaize Holdings Crecimiento futuro
Future controles de criterios 2/6
Se prevé que los beneficios de Blaize Holdings disminuyan a un ritmo anual de 16.1%, mientras que sus ingresos anuales crecerán a un ritmo de 41.1% por año. Se espera que el BPA crezca en un 7.5% al año.
Información clave
-16.1%
Tasa de crecimiento de los beneficios
7.53%
Tasa de crecimiento del BPA
| Crecimiento de los beneficios de Semiconductor | 30.8% |
| Tasa de crecimiento de los ingresos | 41.1% |
| Rentabilidad financiera futura | n/a |
| Cobertura de analistas | Low |
| Última actualización | 14 Aug 2026 |
Actualizaciones recientes sobre el crecimiento futuro
Recent updates
BZAI: NeoTensr Contract Timing Will Shape Future Upside Potential
Analysts have cut their average price targets on Blaize Holdings to a range of about $1 to $2.50, down from prior levels of $3 to $6. This reflects reduced revenue expectations and supply chain headwinds, while still highlighting interest in the company's AI inference solutions and a binding $70M server agreement.
BZAI: Edge AI Inference Demand And $70M Server Deal Will Drive Upside
Analysts have reset expectations for Blaize Holdings, with the average price target moving lower from about $6.50 to $2.50 as they factor in reduced 2026 guidance, customer delays and supply chain headwinds, while still pointing to ongoing demand for the company’s AI inference solutions. Analyst Commentary Recent research on Blaize Holdings shows a clear reset in expectations, but it also highlights why some bullish analysts still see potential in the stock.
BZAI: Reset Guidance And $70m Server Deal Will Support Physical AI Opportunity
Analysts have reduced their price targets for Blaize Holdings from a prior range of about $4 to $6 to a tighter band of $1 to $2.50 after lower FY26 guidance, customer delays, and supply chain headwinds, while still highlighting ongoing demand for the company's AI inference solutions and the support from a binding $70m server agreement. Analyst Commentary Recent Street research on Blaize Holdings points to a mixed picture, with analysts cutting price targets and estimates while still seeing pockets of opportunity tied to the company’s AI inference focus and existing server agreements.BZAI: Long Term AI Partnerships Will Drive Future Upside Potential
Analysts have reduced the Blaize Holdings price target from $8.50 to $4.50, citing recent Q1 results that matched earlier guidance but were constrained by memory availability issues, while still viewing the company as positioned for potential long term success. What’s in the News for Blaize Holdings Research firm White Diamond Research publicly called Blaize Holdings "a blatant fraud" and urged the SEC to take "a hard look," adding a short seller driven angle to the story.BZAI: Legal Scrutiny Over NeoTensr Deal Will Shape Future Upside Potential
Analysts have reduced the price target for Blaize Holdings by $4.00 to $4.50, citing revised fair value assumptions, a higher discount rate, and updated expectations for revenue growth, profit margins, and future P/E multiples. What's in the News Multiple law firms, including Rosen Law Firm and Johnson Fistel, PLLP, have opened investigations into Blaize Holdings following short seller reports in late April 2026 that alleged a potentially fraudulent US$50 million deal with NeoTensr and related share price impact, according to recent legal notices.BZAI: Future Supply Chain Recovery Will Support Underappreciated Physical AI Opportunity
The analyst price target for Blaize Holdings has been revised from $8.50 to $4.50, as analysts factor in recent memory-related challenges affecting near-term wins, while still viewing the company as positioned for success. What’s in the News for Blaize Holdings Short-seller White Diamond Research publicly called Blaize Holdings "a blatant fraud" and urged the SEC to take "a hard look" at the company, adding headline and regulatory risk for investors to monitor (source: White Diamond Research report, as cited in periodicals).Blaize Teams Up With Winmate To Bring Edge AI To Overlooked Industrial Markets
Summary Blaize Holdings, Inc. is strategically positioned in the rapidly expanding global edge AI market, projected to reach $56.8 billion by 2030. BZAI's partnership with Winmate targets overlooked edge AI applications in security, healthcare, and industrial mobility, differentiating it from consumer-focused competitors. Showcasing integrated AI acceleration at COMPUTEX 2026, BZAI and Winmate aim to demonstrate real-time AI inference for mission-critical environments. BZAI delivered a standout Q1 2026 earnings report despite industry-wide shipping delays and memory shortages, highlighting operational resilience. Read the full article on Seeking AlphaUrban AI And Sovereign Infrastructure Programs Will Transform This Practical AI Platform
Catalysts About Blaize Holdings Blaize Holdings develops low power, programmable AI hardware and software platforms for Practical AI deployments across cloud and edge environments. What are the underlying business or industry changes driving this perspective?Blaize Holdings: Why I Am Betting On This AI Hardware And Software Small Cap
Summary I believe AI will be the most profound shift of our lifetimes. As part of SeekingAlpha's Small Cap Competition, I present what I believe is a new AI asymmetric opportunity. I see Blaize as a potential new player in 'Physical AI', focusing on "Edge AI" solutions for applications where traditional CPUs or GPUs are impractical. These include automotive and appliances. Despite fierce competition from giants like Nvidia and AMD, I think Blaize's focus on both hardware and software gives it a competitive advantage in this niche market. I have a $12 price target for BZAI, based on revenue and profit guidance for FY 2025 and FY 2026. I believe Blaze's top level management can execute on expectations. I rate the stock a "STRONG BUY" due to its correction since January listing and potential for growth in the Edge AI sector. Significant risks exist with my thesis. Read the full article on Seeking AlphaPrevisiones de crecimiento de beneficios e ingresos
| Fecha | Ingresos | Beneficios | Flujo de caja libre | Flujo de caja operativo | Núm. de analistas medio |
|---|---|---|---|---|---|
| 12/31/2028 | 97 | N/A | N/A | N/A | 1 |
| 12/31/2027 | 99 | -106 | N/A | -73 | 5 |
| 12/31/2026 | 42 | -98 | N/A | -62 | 5 |
| 6/30/2026 | 50 | -81 | -83 | -83 | N/A |
| 3/31/2026 | 40 | -82 | -71 | -70 | N/A |
| 12/31/2025 | 39 | -207 | -75 | -74 | N/A |
| 9/30/2025 | 15 | -210 | -75 | -75 | N/A |
| 6/30/2025 | 4 | -210 | -66 | -64 | N/A |
| 3/31/2025 | 2 | -192 | -63 | -62 | N/A |
| 12/31/2024 | 2 | -61 | -54 | -54 | N/A |
| 9/30/2024 | 2 | -79 | -43 | -42 | N/A |
| 6/30/2024 | 2 | -66 | -36 | -36 | N/A |
| 3/31/2024 | 3 | -63 | -28 | -28 | N/A |
| 12/31/2023 | 4 | -88 | -28 | -28 | N/A |
| 12/31/2022 | 4 | -106 | -41 | -40 | N/A |
Previsiones de crecimiento futuro de los analistas
Ingresos vs. Tasa de ahorro: Se prevé que BZAI siga sin ser rentable en los próximos 3 años.
Beneficios vs. Mercado: Se prevé que BZAI siga sin ser rentable en los próximos 3 años.
Beneficios de alto crecimiento: Se prevé que BZAI siga sin ser rentable en los próximos 3 años.
Ingresos vs. Mercado: Se prevé que los ingresos (41.1% al año) de BZAI crezcan más rápidamente que los del mercado US (13.6% al año).
Ingresos de alto crecimiento: Se prevé que los ingresos (41.1% al año) de BZAI crezcan más rápidamente que un 20% al año.
Previsiones de crecimiento de los beneficios por acción
Rentabilidad financiera futura
ROE futura: Datos insuficientes para determinar si la rentabilidad financiera de BZAI se prevé que sea elevada dentro de 3 años.
Descubre empresas en crecimiento
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/09/20 06:54 |
| Precio de las acciones al final del día | 2026/09/18 00:00 |
| Beneficios | 2026/06/30 |
| Ingresos anuales | 2025/12/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
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| Precios de mercado | 30 años |
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| Propiedad | 10 años |
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| Gestión | 10 años |
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| Principales avances | 10 años |
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* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
Blaize Holdings, Inc. está cubierta por 5 analistas. 5 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Craig Ellis | B. Riley Securities, Inc. |
| Richard Shannon | Craig-Hallum Capital Group LLC |
| Gil Luria | D.A. Davidson & Co. |