Blaize Holdings (BZAI) Stock Overview
Provides artificial intelligence (AI)-enabled edge computing solutions. More details
| Snowflake Score | |
|---|---|
| Valuation | 3/6 |
| Future Growth | 2/6 |
| Past Performance | 0/6 |
| Financial Health | 5/6 |
| Dividends | 0/6 |
Rewards
Risk Analysis
BZAI Community Fair Values
Create NarrativeSee what 17 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Blaize Holdings, Inc. Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | US$0.79 |
| 52 Week High | US$6.76 |
| 52 Week Low | US$0.74 |
| Beta | 0.084 |
| 1 Month Change | -41.02% |
| 3 Month Change | -61.07% |
| 1 Year Change | -79.09% |
| 3 Year Change | -92.49% |
| 5 Year Change | n/a |
| Change since IPO | -91.94% |
Recent News & Updates
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).Recent updates
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 AlphaShareholder Returns
| BZAI | US Semiconductor | US Market | |
|---|---|---|---|
| 7D | -12.5% | -3.9% | 0.8% |
| 1Y | -79.1% | 55.7% | 19.1% |
Return vs Industry: BZAI underperformed the US Semiconductor industry which returned 50.6% over the past year.
Return vs Market: BZAI underperformed the US Market which returned 16.5% over the past year.
Price Volatility
| BZAI volatility | |
|---|---|
| BZAI Average Weekly Movement | 16.2% |
| Semiconductor Industry Average Movement | 13.5% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.2% |
| 10% least volatile stocks in US Market | 3.2% |
Stable Share Price: BZAI's share price has been volatile over the past 3 months compared to the US market.
Volatility Over Time: BZAI's weekly volatility (16%) has been stable over the past year, but is still higher than 75% of US stocks.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 2010 | 241 | Dinakar Munagala | 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.
Blaize Holdings, Inc. Fundamentals Summary
| BZAI fundamental statistics | |
|---|---|
| Market cap | US$116.77m |
| Earnings (TTM) | -US$81.80m |
| Revenue (TTM) | US$40.36m |
Is BZAI overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| BZAI income statement (TTM) | |
|---|---|
| Revenue | US$40.36m |
| Cost of Revenue | US$33.27m |
| Gross Profit | US$7.09m |
| Other Expenses | US$88.89m |
| Earnings | -US$81.80m |
Last Reported Earnings
Mar 31, 2026
Next Earnings Date
n/a
| Earnings per share (EPS) | -0.57 |
| Gross Margin | 17.57% |
| Net Profit Margin | -202.65% |
| Debt/Equity Ratio | 5.9% |
How did BZAI perform over the long term?
See historical performance and comparisonCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/07/31 23:21 |
| End of Day Share Price | 2026/07/31 00:00 |
| Earnings | 2026/03/31 |
| Annual Earnings | 2025/12/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
| |
| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
Learn about the world class team who designed and built the Simply Wall St analysis model.
Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
Blaize Holdings, Inc. is covered by 5 analysts. 5 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Craig Ellis | B. Riley Securities, Inc. |
| Richard Shannon | Craig-Hallum Capital Group LLC |
| Gil Luria | D.A. Davidson & Co. |