Blaize Holdings, Inc. BZAI

0.51 (0.06) (10.53%) as of 25 Sep
Market cap
$75.7M
P/E
0.0×

Insider Decisions

Total sells 0.95
in millions of $
Nov 25 Feb 26 May 26 Aug 26
Buy — — — — — — — — — — — —
Sell — — — — — — 3 2 2 2 — —
Insider Ownership 3.92%

Capital & Financial Ratios

Market Cap 75.74
Revenue 50.37
Net Income (206.90)
Free Cash Flow (83.42)
Net Debt (36.85)
Current Ratio 3.72
Debt/Equity 0.00
P/E ratio 0.00
P/S ratio 1.37
P/B ratio 1.61
Past 5Y EPS Growth —
This Y EPS Growth 63.26%
Next Y EPS Growth 11.00%
Next 5Y EPS Growth 35.15%
in millions of $

Dividends

Payout Ratio 0.00
Annual Dividend Rate —
Annual Dividend Yield —

Assets vs Liabilities

2023 2024 2025 Q'26
Cash 1 50 46 37
Receivables — — 37 14
Inventory — 9 10 10
Other 25 — — 0
26 72 97 74
2023 2024 2025 Q'26
Payables — 8 9 6
ST’ Debt 0 3 4 —
Other 25 1 — 3
31 186 43 20
in millions of $

Compound Annual Growth

10y 5y 3y
Sales — — —
Cash Flow — 0.00% 0.00%
Earnings — 0.00% 0.00%
Book Value — 0.00% 0.00%

Revenue

Mar Jun Sep Dec Year
’26 3 12 — — —
’25 1 2 12 24 39
in millions of $ · fiscal quarters ending in the months shown

Operating Cash Flow

Mar Jun Sep Dec Year
’26 (13) (29) — — —
’25 (16) (16) (25) (16) (74)
’24 (7) (14) (14) (18) (54)
’23 (1) 0 (1) 0 (2)
’22 (1) 0 0 0 (1)
’22 — — — — (1)
’21 — 0 0 0 0
in millions of $ · fiscal quarters ending in the months shown

Free Cash Flow

Mar Jun Sep Dec Year
’26 (13) (29) — — —
’25 (17) (16) (25) (17) (75)
’24 (8) (14) (15) (17) (54)
’23 (1) 0 (1) 0 (2)
’22 (1) 0 0 0 (1)
’22 — — — — (1)
’21 — 0 0 0 0
in millions of $ · fiscal quarters ending in the months shown

EPS

Mar Jun Sep Dec Year
’26 (0.19) (0.21) — — —
’25 (1.61) (0.28) (0.25) (0.03) (1.98)
’24 (1.23) (0.89) (1.47) 0.09 (3.50)
’23 0.15 0.01 0.00 (0.03) 0.12
’22 (0.01) 0.01 0.06 0.09 0.15
’22 — — — — 0.04
’21 — 0.00 — 0.00 (0.01)
fiscal quarters ending in the months shown

Target Price Range

Analyst price targets

Recommendation Rating

1.4
1Buy 2 3Hold 4 5Sell
2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028
— — — — — — 9.80 10.10 10.70 1.70

Analyst estimates 2026–2028

Powerpack
Low Price
— — — — — — 10.70 11.47 29.61 19.25
High Price
— — — — — — — — 232 254
Employees
— — — — — — — — 0 0
Revenue/Emp
— — — — — — — — 2 39
Revenue
— — — — — 0.00% 0.00% 0.00% 62.74% 16.03%
Gross Margin
— — — — — 0 2 2 (62) (207)
EBT
— — — — — 0.00% 0.00% 0.00% (3,999.16%) (535.02%)
EBT Margin
— 0 — — — 0 2 1 (61) (207)
Net Income
— — — — — — — — 1 1
Depreciation
— — — — — 0.00 0.00 0.00 0.09 0.37
Revenue/Sh
— — — — — (0.01) 0.15 0.12 (3.50) (1.98)
Earnings/Sh
— — — — — 0.01 (0.13) (0.21) (3.06) (0.71)
Cash Flow/Sh
— — — — — 0.00 0.00 0.00 (0.05) (0.01)
Capex/Sh
— — — — — 0.01 (0.13) (0.21) (3.11) (0.71)
Free CF/Sh
— — — — — (1.06) (0.94) (1.46) (6.32) 0.37
Book Value/Sh
— — — — — 8 11 11 17 104
Shares
— — — — — — — — 0.00 0.00
PE Ratio
— — — — — — — — 168.69 5.26
PS Ratio
— — — — — — — — 0.00 5.21
PB Ratio
— — — — — — — — 137.80 4.19
EV/Sales
— — — — — — — — (3.93) (2.17)
EV/FCF
— — — — — 0 (1) (2) (54) (74)
Op' Cash Flow
— — — — — — — — (1) (1)
Capex
— — — — — 0 (1) (2) (54) (75)
FCF
— — — — — 1 (1) (6) (114) 53
Working Cap'
— — — — — 0 — 0 3 4
Total Debt
— — — — — (2) 0 (1) (47) (41)
Net Debt
— — — — — (9) (10) (16) (110) 39
Sh' Equity
— — — — — (0.02%) 0.57% 0.73% (81.01%) (229.00%)
ROA
— — — — — 0.00% 0.00% 0.00% 0.00% 0.00%
ROIC
— — — — — (0.05%) 1.22% (10.31%) 96.90% 579.05%
ROE
predictions in italic, sparklines do not include predictions

All 10 years →

Fiscal years to Dec 2025 · latest quarter Jun 2026

Blaize Holdings, Inc. (BZAI) key facts

  • Blaize Holdings, Inc. (BZAI) is a Software Application company in the Technology sector, listed on Nasdaq.
  • Blaize Holdings, Inc.’s revenue for fiscal 2025 (year ended December 2025) was $38.6 million, up 2,386.0% from fiscal 2024.
  • As of September 25, 2026, BZAI traded at $0.51, a market capitalization of $75.7 million.
  • Return on equity was 579.1% and debt-to-equity 0.00.

Source: company filings (standardised) and stockrow calculations.

Blaize Holdings, Inc. (BZAI) Latest News

News by impact score

Fine-tune

20 Aug

4 transcript

Blaize Holdings, Inc. (BZAI) released its Q2 2026 earnings call transcript covering financial results, operational updates and forward guidance. Q2 2026 earnings call transcript contains financial results and guidance that typically move stock price and investor views substantially.

14 Aug

4 transcript

Blaize Holdings, Inc. held its Q2 2026 earnings call covering financial results, operational updates, and forward guidance. Quarterly earnings releases and guidance directly shape near-term valuation and investor positioning.

4 transcript

Blaize Holdings Inc (BZAI) slashed revenue guidance amid challenges during its Q2 2026 earnings call. Slashed revenue guidance signals materially weaker future results and will likely pressure valuation and investor sentiment.

13 Aug

3

Blaize Holdings reported a Q2 loss and missed revenue estimates. Q2 loss and revenue miss indicate weaker performance likely to pressure near-term stock price.

3 transcript

Blaize Holdings Q2 earnings call highlights financial performance and outlook. Q2 earnings call details may moderately shift investor views on performance.

3

Blaize Holdings, Inc. released its second quarter 2026 financial results. Quarterly financial results provide direct data on performance that can shift investor views and short-term stock movement.

16 Jul

4

SPHERE AX signs MOU with Blaize (BZAI) for joint development of Physical AI products. MOU advances Blaize strategic positioning via Physical AI product collaboration.

24 Jun

3

SPHERE AX partners with Blaize at the National Assembly. Partnership announcement can provide moderate visibility boost and strategic positioning for Blaize in AI semiconductors.

3

SPHERE AX partners with Blaize at the National Assembly. Partnership announcement signals new business development opportunity for Blaize.

11 Jun

4

Blaize Holdings promotes edge AI strategy, Nokia partnership, and $130M 2026 revenue target. Nokia partnership plus explicit $130M revenue guidance point to material growth trajectory shift.

5 Jun

3

Blaize Holdings (BZAI) faces legal scrutiny while unveiling new Edge AI products, prompting fresh valuation assessment. Legal scrutiny introduces operational risks while new Edge AI launches support moderate growth potential.

2 Jun

4 transcript

Blaize Holdings, Inc. (BZAI) Q4 2025 earnings transcript covers quarterly financial results, management commentary on operations, and forward outlook. Quarterly earnings transcripts disclose results and guidance that frequently drive immediate stock price moves and investor repositioning.

16 May

4

Blaize Holdings (BZAI) shares plunged 29.9% after fraud probes targeted its NeoTensr AI deal. Fraud probes on the NeoTensr AI deal create major regulatory and reputational risks that threaten Blaize Holdings' core strategy and long-term trajectory.

15 May

4 transcript

Blaize Holdings, Inc. (BZAI) released Q1 2026 earnings call transcript detailing financial results, operational updates, and forward guidance. Q1 2026 earnings transcript discloses financial performance, strategic initiatives, and outlook that could significantly sway BZAI's market trajectory and investor confidence.

4

Blaize Holdings Inc. (BZAI) Q1 2026 earnings call highlights surging revenue and strategic advancements. Surging Q1 2026 revenue alongside strategic developments signal significant positive impact on BZAI's financial trajectory and market position.

3 transcript

Blaize Holdings, Inc. summarized its Q1 2026 earnings call, covering quarterly financial results, revenue figures, and forward-looking guidance on AI accelerator products. Quarterly earnings data supplies fresh financial metrics that can shift near-term investor sentiment without altering long-term company trajectory.

14 May

4

Blaize Holdings, Inc. (BZAI) released highlights from its Q1 earnings call. Q1 earnings call highlights disclose financial results and guidance that significantly impact BZAI's trajectory and investor sentiment.

4

Blaize Holdings, Inc. (BZAI) announced first quarter 2026 financial results. Quarterly earnings announcements significantly impact stock price, investor sentiment, and future market performance.

3

Blaize Holdings, Inc. (BZAI) reported a first-quarter loss but beat revenue estimates. Q1 revenue beat offsets the loss, moderately impacting financial performance and investor sentiment.

8 May

4

Blaize Holdings (BZAI) forms new Edge AI partnerships and completes equity raise, prompting valuation analysis amid rising investor interest. New Edge AI partnerships and equity raise provide major strategic funding and market expansion opportunities for BZAI.

7 May

3

Blaize Holdings, Inc. (BZAI) may report negative earnings next week, with trends analyzed ahead of the release. Potential negative earnings directly impacts financial performance and investor sentiment ahead of the report.

6 May

4

Blaize Holdings, Inc. (BZAI) priced a $35 million underwritten public offering of 10 million shares of common stock at $3.50 per share, expecting gross proceeds of $35 million before expenses, with the offering closing on or about October 18, 2024. $35 million capital raise enables growth initiatives but introduces share dilution affecting market performance.

5 May

4

Blaize Holdings, Inc. (BZAI) announced a public offering of common stock to raise capital. Public offering represents a major strategic capital raise that could fund growth initiatives but introduces share dilution affecting market performance.

4 May

4

Blaize and Winmate signed a strategic partnership agreement to integrate Blaize's AI technology into Winmate's rugged systems for defense and critical infrastructure applications. Strategic partnership expands Blaize's AI edge into high-value defense and critical infrastructure markets, boosting revenue potential and competitive positioning.

28 Apr

4

Nokia, Blaize Holdings, Inc., and Datacomm Diangraha have partnered to deliver hybrid AI inference solutions across Indonesia and Southeast Asia. Partnership with Nokia enables Blaize's expansion into Southeast Asia's growing AI market.

23 Apr

4

Blaize Holdings (BZAI) shares surged 29.7% after announcing new Edge AI deals in Asia, prompting analysis on whether this strengthens the bull case for the company. New Asia Edge AI deals triggered a 29.7% stock surge, representing a major strategic expansion with potential to alter market trajectory.

22 Apr

4

Blaize Holdings, Inc. (BZAI) adopts a limited duration stockholder rights plan to protect against potential activist investors or unsolicited takeover attempts. The stockholder rights plan serves as a major defensive strategy against takeovers, likely influencing shareholder activism, control dynamics, and market valuation.

21 Apr

3

Blaize Holdings, Inc. (BZAI) and Datacomm signed a Memorandum of Understanding for a technology alliance to explore AI inference solutions across Indonesia. MOU with Datacomm enables exploration of AI inference in Indonesia, moderately boosting Blaize's regional expansion and competitive positioning.

20 Apr

4

Blaize Holdings (BZAI) secures new NeoTensr deal and Edge AI partnerships, prompting valuation analysis highlighting potential growth in edge AI market. NeoTensr deal and Edge AI partnerships mark major strategic expansions enhancing BZAI's competitive edge and investor appeal.

16 Apr

4

Blaize Holdings, Inc. (BZAI) and NeoTensr entered a contract worth up to $50 million to deploy co-branded AI edge data center infrastructure across the Asia Pacific region. Up to $50M contract enables major revenue growth and strategic expansion into Asia Pacific AI edge markets.

stockrow.com/BZAI · Data as of Jun 30, 2026 · For information only; not investment advice. · © 2026 stockrow.com