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BZAI logo

Blaize Holdings, Inc. Stock Price

NasdaqGM:BZAI Community·US$81.4m Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 25 Fair Values set on narratives written by author
Author Program NEWCreate Narrative

BZAI Share Price Performance

US$0.56
-2.79 (-83.28%)
​
US$3.00
Fair Value
US$0.56
-2.79 (-83.28%)
81.3% undervalued intrinsic discount
US$3.00
Fair Value
Price US$0.56
AnalystLowTarget US$3.00
AnalystConsensusTarget US$1.80
AnalystHighTarget US$2.50
Fri, 10 Jul 26
Fair ValueUS$3.00
Share Pricen/a

BZAI Community Narratives

AN
AnalystLowTarget
AnalystLowTarget's
Fair Value
·
Fair Value US$3 81.3% undervalued intrinsic discount

Hybrid AI And Sovereign Infrastructure Risks Will Eventually Support Healthier Margins

0users have liked this narrative
0users have commented on this narrative
4users have followed this narrative
AN
AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
·
Fair Value US$1.8 68.9% undervalued intrinsic discount

Energy Efficient AI Infrastructure Programs Will Drive A Reassessment Of This Undervalued Opportunity

1users have liked this narrative
0users have commented on this narrative
8users have followed this narrative
AN
AnalystHighTarget
AnalystHighTarget's
Fair Value
·
Fair Value US$2.5 77.6% undervalued intrinsic discount

Urban AI And Sovereign Infrastructure Programs Will Transform This Practical AI Platform

0users have liked this narrative
0users have commented on this narrative
3users have followed this narrative
BZAI logo
Blaize Holdings
68.9% undervalued intrinsic discount

Energy Efficient AI Infrastructure Programs Will Drive A Reassessment Of This Undervalued Opportunity

View narrative
AN
AnalystConsensusTarget
AnalystConsensusTarget
Updated 16 Aug
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BZAI logo
Blaize Holdings
77.6% undervalued intrinsic discount

Urban AI And Sovereign Infrastructure Programs Will Transform This Practical AI Platform

View narrative
AN
AnalystHighTarget
AnalystHighTarget
Updated 3 Sep
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BZAI logo
Blaize Holdings
81.3% undervalued intrinsic discount

Hybrid AI And Sovereign Infrastructure Risks Will Eventually Support Healthier Margins

View narrative
AN
AnalystLowTarget
AnalystLowTarget
Updated 10 Jul
Read Narrative

Trending Discussion

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Recently Updated Narratives

AN
AnalystHighTarget
BZAI logo

BZAI: Edge AI Inference Demand And $70M Server Deal Will Drive Upside

Fair Value: US$2.5 77.6% undervalued intrinsic discount
3 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystConsensusTarget
BZAI logo

BZAI: Reset Guidance And $70m Server Deal Will Support Physical AI Opportunity

Fair Value: US$1.8 68.9% undervalued intrinsic discount
8 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystLowTarget
BZAI logo

BZAI: Legal Scrutiny Over NeoTensr Deal Will Shape Future Upside Potential

Fair Value: US$3 81.3% undervalued intrinsic discount
4 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
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Snowflake Analysis

Medium-low risk with adequate balance sheet.

6 Risks
2 Rewards
View Full Analysis

Blaize Holdings, Inc. Key Details

US$50.4m

Revenue

US$43.5m

Cost of Revenue

US$6.8m

Gross Profit

US$87.8m

Other Expenses

-US$81.0m

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
-0.56
13.56%
-160.85%
0%
View Full Analysis

About BZAI

Founded
2010
Employees
241
CEO
Dinakar Munagala
WebsiteView website
www.blaize.com

Blaize Holdings, Inc. provides artificial intelligence (AI)-enabled edge computing solutions. Its portfolio includes programmable AI processors in a broad range of form factors, deployable across several verticals, including smart city, defense, retail and enterprise markets; and AI computing platforms that enable applications, such as computer vision, advanced video analytics, and AI inference, as well as software tools that allows non-expert practitioners to deploy AI applications on its hardware without the need to learn or use source code. The company also offers the GSP, an AI computing accelerator for computer vision, machine learning, and AI applications; compute cards, such as peripheral component interconnected express card and other cards; software development kit; Blaize AI Studio, a visual no-code or low-code environment intended to simplify the creation and deployment of AI models; and strategic consulting services. The company has a strategic collaboration with Winmate Inc. for the development of rugged edge AI solutions for industrial and mission-critical operations. Blaize Holdings, Inc. was founded in 2010 and is headquartered in El Dorado Hills, California.

Recent BZAI News & Updates

User avatar
Narrative Update • Sep 03

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.
User avatar
Narrative Update • Aug 16

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.

Recent updates

No updates

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