Backblaze Bilanço Sağlığı
Finansal Sağlık kriter kontrolleri 6/6
Backblaze şirketinin toplam hissedar öz sermayesi $84.6M ve toplam borcu $0.0 olup, bu da borç-öz sermaye oranını 0% seviyesine getiriyor. Toplam varlıkları ve toplam yükümlülükleri sırasıyla $192.7M ve $108.0M dir.
Anahtar bilgiler
0%
Borç/özkaynak oranı
US$0
Borç
| Faiz karşılama oranı | n/a |
| Nakit | US$45.48m |
| Eşitlik | US$84.64m |
| Toplam yükümlülükler | US$108.02m |
| Toplam varlıklar | US$192.67m |
Son finansal sağlık güncellemeleri
Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • Jan 25
Does Backblaze (NASDAQ:BLZE) Have A Healthy Balance Sheet?
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Recent updates
Seeking Alpha • May 06
Backblaze: AI Infrastructure Opportunity Is Becoming Clearer (Upgrade)
Summary Backblaze, Inc. is rapidly re-rating as AI-driven demand transforms it from a commoditized storage vendor to a strategic neocloud supplier. Following a Q1 earnings beat-and-raise, BLZE shares surged nearly 50%, signaling a major shift in market sentiment. I now rate BLZE a Buy, citing convincing AI demand drivers and rising adjusted EBITDA margins despite the recent rally. BLZE valuation remains modest relative to growth prospects, with AI infrastructure demand providing a sustainable lift. Read the full article on Seeking Alpha
Analiz Güncellemesi • 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.Analiz Güncellemesi • 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.Analiz Güncellemesi • 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.
Analiz Güncellemesi • 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.Analiz Güncellemesi • 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.Analiz Güncellemesi • 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.Analiz Güncellemesi • 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).Analiz Güncellemesi • 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.Analiz Güncellemesi • 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.Analiz Güncellemesi • 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.Analiz Makalesi • 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...Analiz Güncellemesi • 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.Analiz Güncellemesi • 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.Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Güncellemesi • 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.Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...
Yeni Analiz • 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.Analiz Makalesi • 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...Analiz Makalesi • 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 AlphaAnaliz Makalesi • 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 AlphaAnaliz Makalesi • 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...Analiz Makalesi • 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 AlphaAnaliz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Seeking Alpha • Feb 09
Backblaze: Lacking A Competitive Offering As Losses Accumulate
Summary Backblaze has grown well (+26% CAGR), driven by a price-competitive offering and a good quality offering. Whilst its ARR continues to grow, we see fundamental issues with its broader offering. It faces stiff competition from the likes of Amazon and lacks any form of material differentiation. We expect growth to continue to slow as Management is forced to lift prices. It is burning cash with solvency risk. Shareholders will likely need to fund further losses. We suspect a takeover is the only route to saving this company long-term, as we struggle to see how it can differentiate itself without either remaining loss-making or developing a suite of services. Backblaze is trading at 4x revenue, which values its revenue generation beyond a reasonable level we feel given the risks highlighted. Read the full article on Seeking AlphaAnaliz Makalesi • Feb 07
Why Investors Shouldn't Be Surprised By Backblaze, Inc.'s (NASDAQ:BLZE) 28% Share Price Surge
Despite an already strong run, Backblaze, Inc. ( NASDAQ:BLZE ) shares have been powering on, with a gain of 28% in the...Analiz Makalesi • Jan 25
Does Backblaze (NASDAQ:BLZE) Have A Healthy Balance Sheet?
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Finansal Durum Analizi
Kısa Vadeli Yükümlülükler: BLZE 'nin kısa vadeli varlıkları ( $62.8M ) kısa vadeli yükümlülüklerini ( $59.9M ) aşıyor.
Uzun Vadeli Yükümlülükler: BLZE şirketinin kısa vadeli varlıkları ( $62.8M ) uzun vadeli yükümlülüklerini ( $48.1M ) aşmaktadır.
Borç-Özkaynak Tarihçesi ve Analizi
Borç Seviyesi: BLZE borçsuzdur.
Borcun Azaltılması: BLZE şu anda borcu yok ancak 5 yıl öncesine ait verimiz olmadığı için karşılaştırma yapamıyoruz.
Bilanço
Nakit Pist Analizi
Geçmişte ortalama olarak zarar eden şirketler için, en az 1 yıllık nakit akışına sahip olup olmadıklarını değerlendiriyoruz.
İstikrarlı Nakit Pisti: Kârsız olan BLZE mevcut pozitif serbest nakit akışı seviyesini koruduğu takdirde 3 yıldan fazla yetecek nakit pistine sahip olacaktır.
Tahmini Nakit Akışı: BLZE kârlı değildir ancak serbest nakit akışının pozitif olması ve yılda % 14.2 oranında büyümesi nedeniyle 3 yıldan fazla bir süre yetecek nakit akışına sahiptir.
Sağlıklı şirketleri keşfedin
Şirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/05/12 23:30 |
| Gün Sonu Hisse Fiyatı | 2026/05/12 00:00 |
| Kazançlar | 2026/03/31 |
| Yıllık Kazançlar | 2025/12/31 |
Veri Kaynakları
Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
| |
| Analist Konsensüs Tahminleri | +3 yıl |
|
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| Piyasa Fiyatları | 30 yıl |
| |
| Sahiplik | 10 yıl |
| |
| Yönetim | 10 yıl |
| |
| Önemli Gelişmeler | 10 yıl |
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* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.
Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.
Analiz Modeli ve Kar Tanesi
Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.
Endüstri ve Sektör Metrikleri
Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.
Analist Kaynakları
Backblaze, Inc. 9 Bu analistlerden 8, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| Zachary Cummins | B. Riley Securities, Inc. |
| Edward Stacey | Cavendish |
| Rustam Kanga | Citizens JMP Securities, LLC |