Blaize Holdings Management
Management criteria checks 2/4
Blaize Holdings' CEO is Dinakar Munagala, appointed in Jan 2010, has a tenure of 16.67 years. total yearly compensation is $23.06M, comprised of 2.4% salary and 97.6% bonuses, including company stock and options. directly owns 0.35% of the company’s shares, worth $318.25K. The average tenure of the management team and the board of directors is 2.7 years and 4.7 years respectively.
Key information
Dinakar Munagala
Chief executive officer
US$23.1m
Total compensation
| CEO salary percentage | 2.41% |
| CEO tenure | 16.7yrs |
| CEO ownership | 0.3% |
| Management average tenure | 2.7yrs |
| Board average tenure | 4.7yrs |
Recent management 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 AlphaCEO Compensation Analysis
| Date | Total Compensation | Salary | Company Earnings |
|---|---|---|---|
| Jun 30 2026 | n/a | n/a | -US$81m |
| Mar 31 2026 | n/a | n/a | -US$82m |
| Dec 31 2025 | US$23m | US$556k | -US$207m |
| Sep 30 2025 | n/a | n/a | -US$210m |
| Jun 30 2025 | n/a | n/a | -US$210m |
| Mar 31 2025 | n/a | n/a | -US$192m |
| Dec 31 2024 | US$4m | US$596k | -US$61m |
| Sep 30 2024 | n/a | n/a | -US$79m |
| Jun 30 2024 | n/a | n/a | -US$66m |
| Mar 31 2024 | n/a | n/a | -US$63m |
| Dec 31 2023 | US$2m | US$300k | -US$88m |
Compensation vs Market: Dinakar's total compensation ($USD23.06M) is above average for companies of similar size in the US market ($USD654.65K).
Compensation vs Earnings: Dinakar's compensation has increased whilst the company is unprofitable.
CEO
Dinakar Munagala (50 yo)
Mr. Dinakar Munagala is Co-Founder, Director & CEO of Blaize Holdings, Inc.since January 2010. Mr. Munagala has experience in successfully leading global teams building graphics chips for multiple 10 billi...
Leadership Team
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| Co-Founder | 16.7yrs | US$23.06m | 0.35% $ 318.3k | |
| CFO, Company Secretary & Treasurer | 2.8yrs | US$4.27m | 0.18% $ 164.9k | |
| Co-Founder | no data | no data | no data | |
| Co-Founder & CTO | no data | no data | no data | |
| General Counsel & Corporate Secretary | 1.3yrs | no data | 0.041% $ 38.1k | |
| Senior Vice President of Global Marketing | 1.7yrs | no data | no data | |
| Chief People Officer | 2.7yrs | no data | no data | |
| Chief Software Architect | no data | US$1.18m | 0% $ 0 | |
| Chief of Staff | 2.7yrs | no data | no data | |
| Chief Software Officer | 2.7yrs | US$804.81k | no data | |
| Chief Revenue Officer | less than a year | no data | 0.0030% $ 2.8k | |
| Vice President of Platform Engineering | no data | US$1.18m | 0% $ 0 |
Experienced Management: BZAI's management team is considered experienced (2.7 years average tenure).
Board Members
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| Co-Founder | 16.7yrs | US$23.06m | 0.35% $ 318.3k | |
| Independent Director | 9.9yrs | US$2.00m | 0% $ 0 | |
| Independent Director | 1.7yrs | US$530.53k | no data | |
| Director | less than a year | no data | no data | |
| Lead Independent Director | 4.8yrs | US$2.04m | 0% $ 0 | |
| Independent Director | 1.7yrs | US$568.53k | no data | |
| Chairman of the Board | 4.7yrs | US$15.49m | 0.27% $ 247.5k |
Experienced Board: BZAI's board of directors are considered experienced (4.7 years average tenure).
Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/09/20 07:28 |
| End of Day Share Price | 2026/09/18 00:00 |
| Earnings | 2026/06/30 |
| 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 |
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| 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
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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. |