Backblaze, Inc.

NasdaqGM:BLZE 株式レポート

時価総額:US$458.5m

Backblaze 配当と自社株買い

配当金 基準チェック /06

Backblaze配当金を支払った記録がありません。

主要情報

n/a

配当利回り

-0.3%

バイバック利回り

総株主利回り-0.3%
将来の配当利回りn/a
配当成長n/a
次回配当支払日n/a
配当落ち日n/a
一株当たり配当金n/a
配当性向n/a

最近の配当と自社株買いの更新

更新なし

Recent updates

ナラティブの更新 May 25

BLZE: Margin Execution And Neocloud Deal Will Drive Future Upside Potential

Narrative Update The analyst price target for Backblaze has moved by about $1, with higher fair value estimates linked to updated views on revenue growth, discount rates, profit margins, and future P/E. Recent research notes highlight mixed near term growth signals alongside what analysts see as operational progress and management changes.
Seeking Alpha May 06

Backblaze: AI Infrastructure Opportunity Is Becoming Clearer (Upgrade)

Summary Backblaze, Inc. is rapidly re-rating as AI-driven demand transforms it from a commoditized storage vendor to a strategic neocloud supplier. Following a Q1 earnings beat-and-raise, BLZE shares surged nearly 50%, signaling a major shift in market sentiment. I now rate BLZE a Buy, citing convincing AI demand drivers and rising adjusted EBITDA margins despite the recent rally. BLZE valuation remains modest relative to growth prospects, with AI infrastructure demand providing a sustainable lift. Read the full article on Seeking Alpha
ナラティブの更新 May 04

BLZE: Softer Outlook And Capex Weigh While Neocloud Wins May Help

Backblaze's updated analyst price target has shifted modestly lower, with cuts across firms now clustering in the $4.50 to $8.50 range as analysts factor in softer B2 Cloud growth, a guided 8% revenue growth rate, some gross margin pressure, higher capital expenditures, and mixed near term revenue trends, alongside strong recent EBITDA performance and management changes that they argue could support execution over time. Analyst Commentary Street research on Backblaze reflects a more cautious tone, with several bearish analysts trimming price targets and, in some cases, moving to the sidelines to reassess the risk profile.
ナラティブの更新 Apr 19

BLZE: Softer Outlook And Mixed Trends May Set Stage For Neocloud Upside

Backblaze's updated analyst price targets, which have moved into a lower $4.50 to $8.50 range, reflect analysts' mixed take on softer B2 Cloud growth, a guided slowdown to about 8% revenue growth, margin pressure and higher capital spending. These factors are balanced against solid recent results and progress on cash flow and large customer deals.
ナラティブの更新 Apr 04

BLZE: Softer Outlook May Set Stage For Future Neocloud Deal Upside

Analysts have trimmed Backblaze's implied fair value in line with lower Street price targets. The model's fair value estimate has moved from about $8.00 to roughly $4.50 as they factor in softer revenue growth expectations, a higher discount rate, and reduced future P/E multiples, despite some improvement in margin assumptions.
ナラティブの更新 Mar 21

BLZE: Neocloud Deal And Margin Execution Will Support Future Upside

Analysts have trimmed their average price targets for Backblaze by a few dollars, reflecting softer B2 Cloud growth guidance, expectations for about 8% revenue growth, and some margin pressure, even as recent quarters showed stronger adjusted EBITDA margins and progress on execution. Analyst Commentary Street research on Backblaze reflects a mixed view, with lower price targets and one rating downgrade set against signs of improved execution and profitability.
ナラティブの更新 Mar 07

BLZE: Profit Execution And Neocloud Deal Will Support Future Upside

Backblaze's updated analyst price target signals a meaningful reset, with our fair value estimate moving from $10.06 to $8.34 as analysts factor in lower expected revenue growth, a slightly higher discount rate, and reduced future P/E assumptions, despite incremental improvement in profit margin expectations. Analyst Commentary Recent Street research around Backblaze clusters around a single theme: expectations for growth and valuation have reset lower, even as execution on profitability and larger deals draws some cautious optimism.
ナラティブの更新 Feb 21

BLZE: Startup Program And Stable Outlook Will Support Future Upside

Analysts have kept their Backblaze fair value estimate steady at $10.06 while slightly adjusting underlying assumptions such as discount rate, profit margin and future P/E. This has led to a modestly refined price target rather than a major reset.
ナラティブの更新 Feb 06

BLZE: Creator Content Partnership And Stable Outlook Will Support Future Upside

Analysts have slightly reduced their price target on Backblaze to about US$10.06 per share, mainly reflecting a modest adjustment to the discount rate and a small tweak to the future P/E assumption, rather than any change to fair value, revenue growth, or profit margin inputs. What's in the News Backblaze announced that its B2 Cloud Storage platform is integrated with Shareio, a platform focused on helping creators monetize and protect digital content with security and clear economic terms (Key Developments).
ナラティブの更新 Jan 23

BLZE: Lower Price Expectations Will Still Support Future Upside Potential

Narrative Update Analysts have trimmed their price target on Backblaze to US$9 from US$11, citing updated assumptions around discount rates, revenue growth, profit margins, and future P/E that modestly adjust their valuation framework. Analyst Commentary Recent research updates reflect a more cautious stance on Backblaze's upside, with the price target reduced to US$9 from US$11 while a positive rating on the shares is maintained.
ナラティブの更新 Jan 07

BLZE: Strengthening Software Demand And Deal Flow Will Support Future Upside

Analysts have adjusted their price targets on Backblaze in a tight range, with one firm moving to US$9 from US$11 and another to US$11 from US$10. These changes reflect updated views on the stock's risk profile and earnings potential, while the underlying fair value inputs remain largely unchanged.
ナラティブの更新 Dec 21

BLZE: Strengthening Deal Flow Will Support Upside Momentum In Coming Quarters

Analysts have trimmed their Backblaze price target slightly, from $10.11 to $10.06, reflecting a modestly higher discount rate and slightly lower revenue growth expectations, even as they remain broadly constructive on the company’s longer term setup. Analyst Commentary Recent Street research presents a mixed but generally constructive view on Backblaze, with near term caution on valuation and execution intersecting with improving confidence in the company’s growth trajectory.
分析記事 Dec 18

Is Backblaze (NASDAQ:BLZE) A Risky Investment?

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
ナラティブの更新 Dec 07

BLZE: Improving Revenue Visibility Will Support Upside Momentum In The Coming Quarters

Analysts modestly reduced their Backblaze price target to $10.11 from $10.55, citing a slightly higher discount rate and lower future P/E expectations, even as revenue growth and margin assumptions remain broadly intact. Analyst Commentary Analysts remain split on Backblaze, with some highlighting improving fundamentals and others emphasizing valuation risk and execution challenges as the company scales.
ナラティブの更新 Nov 23

BLZE: Anticipated Revenue Upside Will Drive Business Momentum This Quarter

Analysts have adjusted their price target for Backblaze downward, lowering it from $11.74 to $10.55 per share. They cite moderating revenue growth expectations and a slightly higher discount rate in recent forecasts as the reasons for this adjustment.
分析記事 Nov 10

Backblaze, Inc.'s (NASDAQ:BLZE) 39% Dip Still Leaving Some Shareholders Feeling Restless Over Its P/SRatio

Backblaze, Inc. ( NASDAQ:BLZE ) shareholders won't be pleased to see that the share price has had a very rough month...
分析記事 Nov 08

Backblaze, Inc. (NASDAQ:BLZE) Just Released Its Third-Quarter Results And Analysts Are Updating Their Estimates

One of the biggest stories of last week was how Backblaze, Inc. ( NASDAQ:BLZE ) shares plunged 44% in the week since...
ナラティブの更新 Sep 24

Emerging AI Workloads Will Drive New Data Opportunities

Despite a downgrade in consensus revenue growth forecasts, Backblaze’s analyst price target rose slightly to $11.74, supported by a higher future P/E multiple. What's in the News Backblaze provided third-quarter 2025 revenue guidance of $36.7 million to $37.1 million.
分析記事 Sep 03

What Backblaze, Inc.'s (NASDAQ:BLZE) 67% Share Price Gain Is Not Telling You

Backblaze, Inc. ( NASDAQ:BLZE ) shareholders would be excited to see that the share price has had a great month...
分析記事 Aug 10

Backblaze, Inc. (NASDAQ:BLZE) Second-Quarter Results Just Came Out: Here's What Analysts Are Forecasting For This Year

As you might know, Backblaze, Inc. ( NASDAQ:BLZE ) just kicked off its latest quarterly results with some very strong...
分析記事 May 22

Backblaze, Inc.'s (NASDAQ:BLZE) 26% Price Boost Is Out Of Tune With Revenues

Backblaze, Inc. ( NASDAQ:BLZE ) shareholders are no doubt pleased to see that the share price has bounced 26% in the...
分析記事 May 10

Backblaze, Inc. (NASDAQ:BLZE) Just Released Its First-Quarter Earnings: Here's What Analysts Think

It's been a pretty great week for Backblaze, Inc. ( NASDAQ:BLZE ) shareholders, with its shares surging 15% to US$5.22...
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新しいナラティブ Mar 31

B2 Cloud And AI Pipelines Will Expand Market Opportunities

Expansion in B2 Cloud Storage and shift to enterprise customer focus could significantly boost revenue and sales productivity.
分析記事 Mar 27

Slammed 26% Backblaze, Inc. (NASDAQ:BLZE) Screens Well Here But There Might Be A Catch

Backblaze, Inc. ( NASDAQ:BLZE ) shares have had a horrible month, losing 26% after a relatively good period beforehand...
分析記事 Mar 07

We're Not Worried About Backblaze's (NASDAQ:BLZE) Cash Burn

We can readily understand why investors are attracted to unprofitable companies. For example, although Amazon.com made...
Seeking Alpha Mar 03

Backblaze: As B2 Cloud Storage Accelerates, This Stock Can Rally Fiercely

Summary Backblaze is a promising investment due to AI-driven revenue growth, robust Q4 results, and a strategic sales overhaul boosting its B2 cloud storage business. The company is expecting B2 cloud storage revenue to accelerate consistently as it moves through FY25, a testament to strong secular tailwinds and better sales execution. BLZE balances growth and profitability, maintaining a mid-20s revenue growth pace and a ~10% adjusted EBITDA margin, with positive free cash flow expected in FY25. The stock's post-earnings dip presents a great buying opportunity, especially with the stock trading at just ~11x forward adjusted EBITDA. Read the full article on Seeking Alpha
分析記事 Feb 08

It's A Story Of Risk Vs Reward With Backblaze, Inc. (NASDAQ:BLZE)

With a median price-to-sales (or "P/S") ratio of close to 3.6x in the IT industry in the United States, you could be...
Seeking Alpha Dec 16

Backblaze: Great Value Buy Amid Sales Shake-Up

Summary I'm reiterating my buy rating on Backblaze, as the company reported an acceleration in revenue growth in Q3. Backblaze has been focused on upgrading its go-to-market process, bringing on a new Chief Revenue Officer to lead its charge upmarket. The company's layoffs of 12% of its headcount have also led to significant adjusted EBITDA margin expansion. The stock still trades at a very cheap ~2x forward revenue multiple, below many storage peers. Read the full article on Seeking Alpha
分析記事 Nov 07

Revenues Tell The Story For Backblaze, Inc. (NASDAQ:BLZE) As Its Stock Soars 26%

Backblaze, Inc. ( NASDAQ:BLZE ) shares have continued their recent momentum with a 26% gain in the last month alone...
分析記事 Oct 11

Is Backblaze (NASDAQ:BLZE) Using Debt Sensibly?

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Seeking Alpha Sep 27

Backblaze: High Growth Software Stock Trading For Peanuts

Summary I'm initiating small-cap software stock Backblaze, which has fallen ~15% this year, at a buy rating. The company specializes in cloud storage and backups. Though a much smaller competitor to Amazon AWS, it's growing at a much quicker pace. The company is making strategic hires to scale its operations and achieved 27% y/y revenue growth, with its cloud storage segment growing at 43% y/y. Even at its small scale, the company has already hit adjusted EBITDA profitability and positive FCF. The stock trades at a very cheap ~2x forward revenue multiple, sitting well below peers that are growing at a slower pace. Read the full article on Seeking Alpha
Seeking Alpha Jul 04

It Is Time To Dip A Toe In Backblaze

Summary Backblaze has considerable pricing advantages over its competitors in cloud data storage business. Surge in AI demand for data storage services drives the strong revenue growth. Backblaze is working hard to control expenses. Read the full article on Seeking Alpha
分析記事 Jul 01

Is Backblaze (NASDAQ:BLZE) A Risky Investment?

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
分析記事 Jun 05

Is It Time To Consider Buying Backblaze, Inc. (NASDAQ:BLZE)?

While Backblaze, Inc. ( NASDAQ:BLZE ) might not have the largest market cap around , it saw significant share price...
分析記事 May 10

Backblaze, Inc.'s (NASDAQ:BLZE) 26% Cheaper Price Remains In Tune With Revenues

Backblaze, Inc. ( NASDAQ:BLZE ) shareholders won't be pleased to see that the share price has had a very rough month...
分析記事 Mar 15

Calculating The Fair Value Of Backblaze, Inc. (NASDAQ:BLZE)

Key Insights The projected fair value for Backblaze is US$9.24 based on Dividend Discount Model Current share price of...
分析記事 Feb 25

Is It Time To Consider Buying Backblaze, Inc. (NASDAQ:BLZE)?

Backblaze, Inc. ( NASDAQ:BLZE ), might not be a large cap stock, but it received a lot of attention from a substantial...
Seeking Alpha Feb 09

Backblaze: Lacking A Competitive Offering As Losses Accumulate

Summary Backblaze has grown well (+26% CAGR), driven by a price-competitive offering and a good quality offering. Whilst its ARR continues to grow, we see fundamental issues with its broader offering. It faces stiff competition from the likes of Amazon and lacks any form of material differentiation. We expect growth to continue to slow as Management is forced to lift prices. It is burning cash with solvency risk. Shareholders will likely need to fund further losses. We suspect a takeover is the only route to saving this company long-term, as we struggle to see how it can differentiate itself without either remaining loss-making or developing a suite of services. Backblaze is trading at 4x revenue, which values its revenue generation beyond a reasonable level we feel given the risks highlighted. Read the full article on Seeking Alpha
分析記事 Feb 07

Why Investors Shouldn't Be Surprised By Backblaze, Inc.'s (NASDAQ:BLZE) 28% Share Price Surge

Despite an already strong run, Backblaze, Inc. ( NASDAQ:BLZE ) shares have been powering on, with a gain of 28% in the...
分析記事 Jan 25

Does Backblaze (NASDAQ:BLZE) Have A Healthy Balance Sheet?

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...

決済の安定と成長

配当データの取得

安定した配当: BLZEの 1 株当たり配当が過去に安定していたかどうかを判断するにはデータが不十分です。

増加する配当: BLZEの配当金が増加しているかどうかを判断するにはデータが不十分です。


配当利回り対市場

Backblaze 配当利回り対市場
BLZE 配当利回りは市場と比べてどうか?
セグメント配当利回り
会社 (BLZE)n/a
市場下位25% (US)1.4%
市場トップ25% (US)4.2%
業界平均 (IT)3.0%
アナリスト予想 (BLZE) (最長3年)n/a

注目すべき配当: BLZEは最近配当金を報告していないため、配当金支払者の下位 25% に対して同社の配当利回りを評価することはできません。

高配当: BLZEは最近配当金を報告していないため、配当金支払者の上位 25% に対して同社の配当利回りを評価することはできません。


株主への利益配当

収益カバレッジ: BLZEの 配当性向 を計算して配当金の支払いが利益で賄われているかどうかを判断するにはデータが不十分です。


株主配当金

キャッシュフローカバレッジ: BLZEが配当金を報告していないため、配当金の持続可能性を計算できません。


高配当企業の発掘

企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/05/28 23:36
終値2026/05/28 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Backblaze, Inc. 8 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。9

アナリスト機関
Zachary CumminsB. Riley Securities, Inc.
Edward StaceyCavendish
Rustam KangaCitizens JMP Securities, LLC