Backblaze, Inc.

NasdaqGM:BLZE 株式レポート

時価総額:US$267.1m

Backblaze バランスシートの健全性

財務の健全性 基準チェック /66

Backblazeの総株主資本は$83.2M 、総負債は$0.0で、負債比率は0%となります。総資産と総負債はそれぞれ$191.8Mと$108.6Mです。

主要情報

0%

負債資本比率

US$0

負債

インタレスト・カバレッジ・レシオn/a
現金US$51.38m
エクイティUS$83.22m
負債合計US$108.61m
総資産US$191.83m

財務の健全性に関する最新情報

Recent updates

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.

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.

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.

Backblaze: B2 Cloud Growth Keeps Slowing, Banks On Neocloud (Downgrade)

Mar 11

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.

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.

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).

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.

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.

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.

Is Backblaze (NASDAQ:BLZE) A Risky Investment?

Dec 18
Is Backblaze (NASDAQ:BLZE) A Risky Investment?

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.

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.

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

Nov 10
Backblaze, Inc.'s (NASDAQ:BLZE) 39% Dip Still Leaving Some Shareholders Feeling Restless Over Its P/SRatio

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

Nov 08
Backblaze, Inc. (NASDAQ:BLZE) Just Released Its Third-Quarter Results And Analysts Are Updating Their Estimates

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.

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

Sep 03
What Backblaze, Inc.'s (NASDAQ:BLZE) 67% Share Price Gain Is Not Telling You

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

Aug 10
Backblaze, Inc. (NASDAQ:BLZE) Second-Quarter Results Just Came Out: Here's What Analysts Are Forecasting For This Year

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

May 22
Backblaze, Inc.'s (NASDAQ:BLZE) 26% Price Boost Is Out Of Tune With Revenues

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

May 10
Backblaze, Inc. (NASDAQ:BLZE) Just Released Its First-Quarter Earnings: Here's What Analysts Think
User avatar

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.

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

Mar 27
Slammed 26% Backblaze, Inc. (NASDAQ:BLZE) Screens Well Here But There Might Be A Catch

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

Mar 07
We're Not Worried About Backblaze's (NASDAQ:BLZE) Cash Burn

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

Mar 03

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

Feb 08
It's A Story Of Risk Vs Reward With Backblaze, Inc. (NASDAQ:BLZE)

Backblaze: Great Value Buy Amid Sales Shake-Up

Dec 16

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

Nov 07
Revenues Tell The Story For Backblaze, Inc. (NASDAQ:BLZE) As Its Stock Soars 26%

Is Backblaze (NASDAQ:BLZE) Using Debt Sensibly?

Oct 11
Is Backblaze (NASDAQ:BLZE) Using Debt Sensibly?

Backblaze: High Growth Software Stock Trading For Peanuts

Sep 27

It Is Time To Dip A Toe In Backblaze

Jul 04

Is Backblaze (NASDAQ:BLZE) A Risky Investment?

Jul 01
Is Backblaze (NASDAQ:BLZE) A Risky Investment?

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

Jun 05
Is It Time To Consider Buying Backblaze, Inc. (NASDAQ:BLZE)?

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

May 10
Backblaze, Inc.'s (NASDAQ:BLZE) 26% Cheaper Price Remains In Tune With Revenues

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

Mar 15
Calculating The Fair Value Of Backblaze, Inc. (NASDAQ:BLZE)

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

Feb 25
Is It Time To Consider Buying Backblaze, Inc. (NASDAQ:BLZE)?

Backblaze: Lacking A Competitive Offering As Losses Accumulate

Feb 09

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

Feb 07
Why Investors Shouldn't Be Surprised By Backblaze, Inc.'s (NASDAQ:BLZE) 28% Share Price Surge

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

Jan 25
Does Backblaze (NASDAQ:BLZE) Have A Healthy Balance Sheet?

財務状況分析

短期負債: BLZEの 短期資産 ( $65.7M ) が 短期負債 ( $61.6M ) を超えています。

長期負債: BLZEの短期資産 ( $65.7M ) が 長期負債 ( $47.0M ) を上回っています。


デット・ツー・エクイティの歴史と分析

負債レベル: BLZEは負債がありません。

負債の削減: BLZEは現在負債はありませんが、その期間のデータがないため、5 年前と比較することはできません。


貸借対照表


キャッシュ・ランウェイ分析

過去に平均して赤字であった企業については、少なくとも1年間のキャッシュ・ランウェイがあるかどうかを評価する。

安定したキャッシュランウェイ: 利益は出ていないものの、 BLZEは現在のプラスの フリーキャッシュフロー レベルを維持すれば、3 年以上は十分な キャッシュランウェイ を有しています。

キャッシュランウェイの予測: BLZEは利益は出ていませんが、フリーキャッシュフローがプラスで年間1.9 % 減少しているにもかかわらず、3 年以上は十分なキャッシュランウェイがあります。


健全な企業の発掘

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2026/05/04 18:40
終値2026/05/01 00:00
収益2025/12/31
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