Want to see BZAI full AI Analyst Report?
BZAI Stock Chart & Stats
$0.50
-$0.03(-3.44%)
At close: 4:00 PM EDT
$0.50
-$0.03(-3.44%)
Day’s Range― - ―
52-Week Range$0.42 - $6.76
Previous CloseN/A
Volume5.36M
Average Volume (3M)2.96M
Market Cap
$69.07M
Enterprise Value$149.20
Total Cash (Recent Filing)$36.85M
Total Debt (Recent Filing)$0.00
Price to Earnings (P/E)―
Beta0.69
Next Earnings
Nov 12, 2026EPS Estimate
-0.17Next Dividend Ex-DateN/A
Dividend YieldN/A
Share Statistics
EPS (TTM)-0.68
Shares Outstanding144,832,050
10 Day Avg. Volume3,505,610
30 Day Avg. Volume2,957,408
Financial Highlights & Ratios
PEG Ratio0.02
Price to Book (P/B)5.21
Price to Sales (P/S)5.26
P/FCF Ratio-2.47
Enterprise Value/Market Cap<0.01
Enterprise Value/Revenue<0.01
Enterprise Value/Gross Profit<0.01
Enterprise Value/Ebitda>-0.01
Forecast
1Y Price Target
$1.50Price Target Upside200.00% Upside
Rating ConsensusModerate Buy
Number of Analyst Covering2
EPS Forecast (FY)-0.73
Revenue Forecast (FY)$125.51M
Bulls Say, Bears Say
Bulls Say
Strong Revenue Growth And Contracted BacklogRapid year-over-year revenue growth and a sizable signed server agreement indicate improving commercial traction and customer adoption. If conversions continue, the contracted backlog can provide a foundation for scaling revenue, expanding market presence, and supporting broader platform adoption over the next several quarters.
Low Leverage And Repaired Equity BaseMinimal debt reduces refinancing and interest-rate exposure, while the return to positive equity indicates meaningful balance-sheet repair. This gives Blaize greater flexibility to redirect capital toward product development and growth, although durable financial strength still depends on reducing operating losses and cash use.
Restructuring Targets Durable Cost SavingsThe restructuring is a material change to Blaize’s cost structure, with management directing resources toward higher-growth and more profitable areas such as AI services and its hybrid platform. Realized savings could extend financial flexibility and improve operating efficiency if execution preserves core capabilities.
Bears Say
Sustained Losses And Heavy Cash BurnLarge operating losses and substantial negative free cash flow indicate that the current business model is not yet self-funding. Continued cash consumption can require additional financing, constrain investment choices, and weaken the durability of the balance sheet unless revenue growth converts into materially better margins.
Sharp Guidance Cut And Margin CompressionThe guidance reset shows that customer conversion timing and product economics are materially less predictable than previously expected. Severe gross-margin compression, combined with a lower revenue base, reduces near-term operating leverage and makes the path toward sustainable profitability more difficult.
Delayed Conversions And Persistent Memory Cost PressureLonger sales and qualification cycles can defer higher-margin opportunities, while persistent memory inflation raises product costs and pressures gross margins. Together, these factors can slow backlog conversion, increase working-capital needs, and make financial outcomes more dependent on timing and supplier pricing.
Blaize Holdings News
BZAI FAQ
What was Blaize Holdings’s price range in the past 12 months?
Blaize Holdings lowest stock price was $0.42 and its highest was $6.76 in the past 12 months.
What is Blaize Holdings’s market cap?
Blaize Holdings’s market cap is $69.07M.
When is Blaize Holdings’s upcoming earnings report date?
Blaize Holdings’s upcoming earnings report date is Nov 12, 2026 which is in 41 days.
How were Blaize Holdings’s earnings last quarter?
Blaize Holdings released its earnings results on Aug 13, 2026. The company reported -$0.21 earnings per share for the quarter, missing the consensus estimate of -$0.17 by -$0.04.
Is Blaize Holdings overvalued?
According to Wall Street analysts Blaize Holdings’s price is currently Undervalued.
Does Blaize Holdings pay dividends?
Blaize Holdings does not currently pay dividends.
What is Blaize Holdings’s EPS estimate?
Blaize Holdings’s EPS estimate is -0.17.
How many shares outstanding does Blaize Holdings have?
Blaize Holdings has 144,832,050 shares outstanding.
What happened to Blaize Holdings’s price movement after its last earnings report?
Blaize Holdings reported an EPS of -$0.21 in its last earnings report, missing expectations of -$0.17. Following the earnings report the stock price went down -49.316%.
Which hedge fund is a major shareholder of Blaize Holdings?
Currently, no hedge funds are holding shares in BZAI
What is the TipRanks Smart Score and how is it calculated?
Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology
Blaize Holdings Stock Smart Score
Underperform
1
2
3
4
5
6
7
8
9
10
Analyst Consensus
Moderate Buy
Average Price Target:
$1.50 (200.00% Upside)
$1.50 (200.00% Upside)
Blogger Sentiment
Bullish
BZAI Sentiment 60%
Sector Average 62%
Sector Average 62%
Hedge Fund Trend
Decreased
By 595.3K Shares
Last Quarter.
Last Quarter.
Crowd Wisdom
Negative
Last 7 Days ▲ 1.3%
Last 30 Days ▼ 3.1%
Last 30 Days ▼ 3.1%
News Sentiment
Very Bearish
Bullish news 0%
Bearish news 100%
Bearish news 100%
Technicals
SMA
Negative
20 days / 200 days
Momentum
-86.47%
12-Months-Change
Fundamentals
Return on Equity
―
Trailing 12-Months
Asset Growth
47.72%
Trailing 12-Months
Learn more about TipRanks Smart Score
Company Description
Blaize Holdings
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. was founded in 2010 and is headquartered in El Dorado Hills, California.
BZAI Earnings Call
Q2 2026
0:00 / 0:00
Earnings Call Sentiment|Negative
The call presents a mixed picture: the company shows meaningful top-line momentum year-to-date, sizable contracted orders/backlog, geographic expansion, and a strategic shift toward software and platform-driven margins. However, these positives are overshadowed by a dramatic reduction in near-term revenue guidance (from $130M to $40–43M), severe margin compression in Q2, rising operating losses and one-time charges, supply-chain-driven cost pressure (memory pricing), and delayed customer conversions. Management is taking disciplined steps to preserve cash, realign spending, and pursue non-dilutive financing, and they outline a credible longer-term plan centered on AI Services and next-generation products, but near-term financial challenges are significant.View all BZAI earnings summariesBZAI Stock 12 Month Forecast
Average Price Target
$1.50
▲(200.00% Upside)
Technical Analysis
Ownership Overview
29.14% Insiders
4.41% Mutual Funds
2.58% Other Institutional Investors
56.71% Public Companies and Individual Investors