Backblaze (BLZE) Aandelenoverzicht
Backblaze, Inc., een cloudopslagplatform, biedt bedrijven en consumenten clouddiensten om gegevens op te slaan, te gebruiken en te beschermen in de Verenigde Staten, het Verenigd Koninkrijk, Canada en internationaal. Meer informatie
| Sneeuwvlok Score | |
|---|---|
| Waardering | 2/6 |
| Toekomstige groei | 1/6 |
| Prestaties in het verleden | 0/6 |
| Financiële gezondheid | 6/6 |
| Dividenden | 0/6 |
Beloningen
Risicoanalyse
BLZE Community Fair Values
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Analyst Price Targets
Backblaze, Inc. Concurrenten
Prijsgeschiedenis en prestaties
| Historische aandelenkoersen | |
|---|---|
| Huidige aandelenkoers | US$11.61 |
| 52 Week Hoogtepunt | US$18.25 |
| 52 Week Laag | US$3.26 |
| Bèta | 1.55 |
| 1 maand verandering | -20.26% |
| 3 maanden verandering | 170.63% |
| 1 Jaar Verandering | 113.03% |
| 3 jaar verandering | 121.99% |
| 5 jaar verandering | n/a |
| Verandering sinds IPO | -41.66% |
Recent nieuws en updates
Narratiefupdate • Jul 22
BLZE: CoreWeave Deal Will Validate AI Storage Position Yet Heighten Concentration Risk
Backblaze's fair value estimate has been lifted to $14.00, with analysts pointing to the new $335m multi-year CoreWeave storage agreement as validation of the company's AI-focused storage strategy and its positioning to serve large-scale infrastructure customers. Analyst Commentary Street research on Backblaze following the CoreWeave agreement has been broadly constructive, with several firms lifting price targets into the mid-teens and upgrading their ratings.Narratiefupdate • Jul 07
BLZE: CoreWeave Storage Deal Will Drive Richer Multiples And Concentration Risk
Backblaze's analyst price target has been raised to a range of $14 to $16, reflecting analysts' use of higher revenue growth assumptions and richer future P/E multiples after the $335m multi year CoreWeave storage agreement was cited as validation of the company’s AI focused cloud storage strategy. Analyst Commentary on Backblaze Recent research updates on Backblaze highlight a swing in sentiment after the US$335m multi year CoreWeave storage deal, with several firms lifting price targets into the US$14 to US$16 range and shifting ratings toward more neutral or constructive stances.Seeking Alpha • Jun 24
Backblaze Inc.: Two Major Catalysts Changed The Company's Outlook Perspective
Summary Backblaze (BLZE) surged 150%+ on strong Q1 earnings, AI-driven growth, and a transformative CoreWeave contract. B2 Cloud Storage revenue grew 24% y/y; adjusted EBITDA margin guidance raised to 23%-25% for FY26. The $335M, 5-year CoreWeave deal embeds BLZE in the AI storage supply chain, potentially boosting annual revenue by $67M. I rate BLZE a hold—momentum is strong, but risks from volatility, profitability, and competition persist for this small-cap AI play. Read the full article on Seeking AlphaRecent updates
Narratiefupdate • Jul 22
BLZE: CoreWeave Deal Will Validate AI Storage Position Yet Heighten Concentration Risk
Backblaze's fair value estimate has been lifted to $14.00, with analysts pointing to the new $335m multi-year CoreWeave storage agreement as validation of the company's AI-focused storage strategy and its positioning to serve large-scale infrastructure customers. Analyst Commentary Street research on Backblaze following the CoreWeave agreement has been broadly constructive, with several firms lifting price targets into the mid-teens and upgrading their ratings.Narratiefupdate • Jul 07
BLZE: CoreWeave Storage Deal Will Drive Richer Multiples And Concentration Risk
Backblaze's analyst price target has been raised to a range of $14 to $16, reflecting analysts' use of higher revenue growth assumptions and richer future P/E multiples after the $335m multi year CoreWeave storage agreement was cited as validation of the company’s AI focused cloud storage strategy. Analyst Commentary on Backblaze Recent research updates on Backblaze highlight a swing in sentiment after the US$335m multi year CoreWeave storage deal, with several firms lifting price targets into the US$14 to US$16 range and shifting ratings toward more neutral or constructive stances.Seeking Alpha • Jun 24
Backblaze Inc.: Two Major Catalysts Changed The Company's Outlook Perspective
Summary Backblaze (BLZE) surged 150%+ on strong Q1 earnings, AI-driven growth, and a transformative CoreWeave contract. B2 Cloud Storage revenue grew 24% y/y; adjusted EBITDA margin guidance raised to 23%-25% for FY26. The $335M, 5-year CoreWeave deal embeds BLZE in the AI storage supply chain, potentially boosting annual revenue by $67M. I rate BLZE a hold—momentum is strong, but risks from volatility, profitability, and competition persist for this small-cap AI play. Read the full article on Seeking AlphaNarratiefupdate • Jun 23
BLZE: Rich CoreWeave Contract May Leave Shares Vulnerable To Dilution Risk
Backblaze's analyst price target has moved sharply higher, with targets cited in recent research increasing from $6.50 to $16 after analysts highlighted the $335M CoreWeave storage contract as a key driver of improved fair value, revenue growth, profit margin, and future P/E assumptions. Analyst Commentary Recent research on Backblaze highlights a sharp shift in sentiment following the CoreWeave contract, with several firms revising ratings and targets as they reassess the company’s valuation, growth prospects, and execution risks.
Narratiefupdate • Jun 08
BLZE: Margin Execution Will Drive Future Upside Despite Mixed Research Views
Analysts have raised the Backblaze price target by a few dollars to reflect updated views on risk, profitability, and future P/E assumptions, following recent research that included target increases of $2.50 and $3, as well as a downgrade. Analyst Commentary Bullish Takeaways Bullish analysts lifting price targets by $2.50 and $3 are signaling more confidence in how Backblaze can execute on its business plan relative to prior expectations, even while keeping an eye on risk and profitability.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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).Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Analyse-artikel • 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...Narratiefupdate • 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.Narratiefupdate • 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.Analyse-artikel • 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...Analyse-artikel • 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...Narratiefupdate • 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.Analyse-artikel • 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...Analyse-artikel • 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...Analyse-artikel • 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...Analyse-artikel • 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...
Nieuw narratief • 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.Analyse-artikel • 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...Analyse-artikel • 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 AlphaAnalyse-artikel • 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 AlphaAnalyse-artikel • 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...Analyse-artikel • 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 AlphaSeeking 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 AlphaAnalyse-artikel • 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...Analyse-artikel • 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...Analyse-artikel • 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...Analyse-artikel • 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...Analyse-artikel • 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...Rendement voor aandeelhouders
| BLZE | US IT | US Markt | |
|---|---|---|---|
| 7D | -11.8% | -2.5% | -1.0% |
| 1Y | 113.0% | -12.5% | 14.7% |
Rendement versus industrie: BLZE overtrof de US IT industrie, die het afgelopen jaar een rendement -12.5 % opleverde.
Rendement versus markt: BLZE overtrof de US markt, die het afgelopen jaar een rendement opleverde van 14.7 %.
Prijsvolatiliteit
| BLZE volatility | |
|---|---|
| BLZE Average Weekly Movement | 24.2% |
| IT Industry Average Movement | 11.1% |
| Market Average Movement | 7.1% |
| 10% most volatile stocks in US Market | 16.0% |
| 10% least volatile stocks in US Market | 3.2% |
Stabiele aandelenkoers: De aandelenkoers van BLZE is de afgelopen 3 maanden volatiel geweest in vergelijking met de US markt.
Volatiliteit in de loop van de tijd: De wekelijkse volatiliteit van BLZE is het afgelopen jaar gestegen van 15% naar 24%.
Over het bedrijf
| Opgericht | Werknemers | CEO | Website |
|---|---|---|---|
| 2007 | 320 | Gleb Budman | www.backblaze.com |
Backblaze, Inc., een cloudopslagplatform, biedt bedrijven en consumenten clouddiensten om gegevens op te slaan, te gebruiken en te beschermen in de Verenigde Staten, het Verenigd Koninkrijk, Canada en internationaal. Het bedrijf biedt cloudservices aan via een web-schaal software-infrastructuur gebouwd op commodity-hardware. Het bedrijf biedt ook B2 Cloud Storage, waarmee klanten gegevens kunnen opslaan, ontwikkelaars toepassingen kunnen bouwen en partners hun use cases kunnen uitbreiden.
Backblaze, Inc. Samenvatting
| BLZE fundamentele statistieken | |
|---|---|
| Marktkapitalisatie | US$696.77m |
| Inkomsten(TTM) | -US$22.43m |
| Inkomsten(TTM) | US$149.89m |
4.6x
P/S-verhouding-31.1x
Koers/WinstverhoudingIs BLZE overgewaardeerd?
Zie Reële waarde en waarderingsanalyseInkomsten en omzet
| BLZE resultatenrekening (TTM) | |
|---|---|
| Inkomsten | US$149.89m |
| Kosten van inkomsten | US$56.47m |
| Brutowinst | US$93.42m |
| Overige uitgaven | US$115.85m |
| Inkomsten | -US$22.43m |
Laatst gerapporteerde inkomsten
Mar 31, 2026
Volgende inkomensdatum
Aug 03, 2026
| Winst per aandeel (EPS) | -0.37 |
| Brutomarge | 62.33% |
| Nettowinstmarge | -14.97% |
| Schuld/Eigen Vermogen Verhouding | 0% |
Hoe presteerde BLZE op de lange termijn?
Bekijk historische prestaties en vergelijkingBedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/07/27 07:04 |
| Aandelenkoers aan het einde van de dag | 2026/07/24 00:00 |
| Inkomsten | 2026/03/31 |
| 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 team van wereldklasse 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
Backblaze, Inc. wordt gevolgd door 8 analisten. 7 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 |
|---|---|
| Zachary Cummins | B. Riley Securities, Inc. |
| Rustam Kanga | Citizens JMP Securities, LLC |
| Jeffrey Van Rhee | Craig-Hallum Capital Group LLC |