Blaize Holdings Toekomstige groei
Future criteriumcontroles 2/6
De winst van Blaize Holdings zal naar verwachting dalen met 16.1% per jaar, terwijl de jaarlijkse omzet naar verwachting zal groeien met 41.1% per jaar. De winst per aandeel zal naar verwachting groeien met 7.5% per jaar.
Belangrijke informatie
-16.1%
Groei van de winst
7.53%
Groei van de winst per aandeel
| Semiconductor winstgroei | 30.8% |
| Inkomstengroei | 41.1% |
| Toekomstig rendement op eigen vermogen | n/a |
| Dekking van analisten | Low |
| Laatst bijgewerkt | 14 Aug 2026 |
Recente toekomstige groei-updates
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 AlphaWinst- en omzetgroeiprognoses
| Datum | Inkomsten | Inkomsten | Vrije kasstroom | Geldmiddelen uit operationele activiteiten | Gem. Aantal analisten |
|---|---|---|---|---|---|
| 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 |
Toekomstige groeivoorspellingen analisten
Verdiensten versus spaarpercentage: De verwachting is dat BZAI de komende 3 jaar verliesgevend zal blijven.
Winst versus markt: De verwachting is dat BZAI de komende 3 jaar verliesgevend zal blijven.
Hoge groeiwinsten: De verwachting is dat BZAI de komende 3 jaar verliesgevend zal blijven.
Omzet versus markt: De omzet van BZAI ( 41.1% per jaar) zal naar verwachting sneller groeien dan de markt US ( 13.6% per jaar).
Hoge groei-inkomsten: De omzet van BZAI ( 41.1% per jaar) zal naar verwachting sneller groeien dan 20% per jaar.
Groeiprognoses winst per aandeel
Toekomstig rendement op eigen vermogen
Toekomstige ROE: Onvoldoende gegevens om te bepalen of het rendement op eigen vermogen van BZAI naar verwachting over 3 jaar hoog zal zijn
Ontdek groeibedrijven
Bedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/09/20 07:16 |
| Aandelenkoers aan het einde van de dag | 2026/09/18 00:00 |
| Inkomsten | 2026/06/30 |
| Jaarlijkse inkomsten | 2025/12/31 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
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| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
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* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysamodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina, we hebben ook handleidingen over hoe u onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
Blaize Holdings, Inc. wordt gevolgd door 5 analisten. 5 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| Craig Ellis | B. Riley Securities, Inc. |
| Richard Shannon | Craig-Hallum Capital Group LLC |
| Gil Luria | D.A. Davidson & Co. |