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Blaize Holdings Inc. logo

Blaize Holdings Inc.

BZAI

NASDAQTechnologySemiconductors

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$0.4787

−$0.0163 · -3.29%

Aug 21, 4:00 PM ET

BZAI company overview

Regular session · ET · Market data may be delayed.

GoAI snapshot

AI-powered factor overview

Jul 10, 2026

GoAI score

Hold

Wait — insufficient conviction to act

Valuation

65

Undervalued

Momentum

17

Strong Down

Sentiment

48

Mixed

Risk resilience

40

Elevated Risk

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Thesis, catalysts, evidence, and risk analysis.

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Company profile

Company website

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.

Industry
Semiconductors
Sector
Technology
Headquarters
US
CEO
Dinakar C. Munagala
Listed since
Jan 31, 2022
Employees
241

Market position

Day range

Current $0.4787

52-week range

Current $0.4787

Open
$0.504
Previous close
$0.495
Volume
4.39M
0.56× average
Average volume
7.77M
Average daily volume
Market cap
68.12M USD
Beta
0.08
Market reference 1
50-day average
$1.1042
-56.65% below average
200-day average
$1.6608
-71.18% below average

Financials

Financial snapshot

Latest / TTM

Valuation & yield

Enterprise value
159.7M USD
P/E (TTM)
-0.71×
P/B (TTM)
1.51×
P/S (TTM)
1.35×
EV / EBITDA
-1.76×
Earnings yield
-101.75%
Free cash flow yield
-40.42%
Dividend yield
0.00%

Profitability & efficiency

Gross margin
13.56%
Operating margin
-194.43%
Net margin
-160.85%
Return on equity
-530.52%
Return on assets
-202.36%
Return on invested capital
-150.49%

Financial health

Debt / equity
0×
Current ratio
2.23×
Altman Z-score
-8.16
Piotroski F-score
2 of 9

Financial statements

Margin trends

Profitability as a percentage of reported revenue.

Gross marginOperating marginNet margin
Gross, operating, and net margin trends463%-1137%-2738%-4338%Gross margin, FY2022: 20.98%Gross margin, FY2023: 5.19%Gross margin, FY2024: 62.74%Gross margin, FY2025: 16.03%Operating margin, FY2022: -1222.47%Operating margin, FY2023: -87.78%Operating margin, FY2024: -3051.35%Operating margin, FY2025: -237.62%Net margin, FY2022: -2724.03%Net margin, FY2023: 34.73%Net margin, FY2024: -3937.90%Net margin, FY2025: -535.58%FY2021FY2022FY2023FY2024FY2025
Gross margin FY2022 20.98%. Gross margin FY2023 5.19%. Gross margin FY2024 62.74%. Gross margin FY2025 16.03%. Operating margin FY2022 -1222.47%. Operating margin FY2023 -87.78%. Operating margin FY2024 -3051.35%. Operating margin FY2025 -237.62%. Net margin FY2022 -2724.03%. Net margin FY2023 34.73%. Net margin FY2024 -3937.90%. Net margin FY2025 -535.58%.

Income trends

Revenue

38.63M USD+2385.97%

Operating income

−91.8M USD-93.59%

Net income

−206.9M USD-238.11%
Income trends across reported periods63.19M USD−35.03M USD−133.24M USD−231.46M USDRevenue, FY2022: 3.84M USDRevenue, FY2023: 3.86M USDRevenue, FY2024: 1.55M USDRevenue, FY2025: 38.63M USDOperating income, FY2021: −66.79K USDOperating income, FY2022: −46.96M USDOperating income, FY2023: −3.38M USDOperating income, FY2024: −47.42M USDOperating income, FY2025: −91.8M USDNet income, FY2021: −65.89K USDNet income, FY2022: −104.63M USDNet income, FY2023: 1.34M USDNet income, FY2024: −61.2M USDNet income, FY2025: −206.9M USDFY2021FY2022FY2023FY2024FY2025
Revenue FY2022 3.84M USD. Revenue FY2023 3.86M USD. Revenue FY2024 1.55M USD. Revenue FY2025 38.63M USD. Operating income FY2021 −66.79K USD. Operating income FY2022 −46.96M USD. Operating income FY2023 −3.38M USD. Operating income FY2024 −47.42M USD. Operating income FY2025 −91.8M USD. Net income FY2021 −65.89K USD. Net income FY2022 −104.63M USD. Net income FY2023 1.34M USD. Net income FY2024 −61.2M USD. Net income FY2025 −206.9M USD.
Metric (USD)FY2025FY2024FY2023FY2022FY2021
Revenue38.63M USD1.55M USD3.86M USD3.84M USD—
Cost of goods sold32.44M USD579K USD3.66M USD3.04M USD—
Gross profit6.19M USD975K USD200K USD806K USD—
Research and development42.52M USD25.09M USD18.12M USD24.3M USD—
Selling, general, and administrative54.27M USD22.41M USD17.3M USD15.67M USD66.79K USD
Operating expenses97.99M USD48.39M USD−271.19K USD47.76M USD66.79K USD
Interest income—2.47M USD5.75M USD—899 USD
Interest expense——38.98M USD57.04M USD—
Depreciation and amortization1.2M USD886K USD2.04M USD2.75M USD—
Operating income−91.8M USD−47.42M USD−3.38M USD−46.96M USD−66.79K USD
Net income−206.9M USD−61.2M USD1.34M USD−104.63M USD−65.89K USD

Company facts updated Aug 24, 2026.

Earnings

EPS beat rate
29%
2 beats, 5 misses, 0 met estimates
Average EPS surprise
-141.42%
7 comparable reports
Latest EPS result
-0.21
Estimate -0.17 · Miss by 23.53%

EPS: actual versus estimate

Recent quarterly results

ActualEstimate
Quarterly EPS actual values compared with estimates-0.03-0.54-1.05-1.56Q1 '25BeatQ2 '25MissQ3 '25MissQ4 '25MissQ1 '26BeatQ2 '26MissQ3 '26MissQ4 '26Estimate
Q1 2025, reported Mar 27, 2025: actual -0.442, estimate -0.66, surprise +33.04%, Beat. Q2 2025, reported May 14, 2025: actual -1.45, estimate -0.15, surprise -866.67%, Miss. Q3 2025, reported Aug 14, 2025: actual -0.28, estimate -0.15, surprise -86.67%, Miss. Q4 2025, reported Nov 13, 2025: actual -0.25, estimate -0.14, surprise -78.57%, Miss. Q1 2026, reported Mar 24, 2026: actual -0.03, estimate -0.14, surprise +78.57%, Beat. Q2 2026, reported May 14, 2026: actual -0.19, estimate -0.13, surprise -46.15%, Miss. Q3 2026, reported Aug 13, 2026: actual -0.21, estimate -0.17, surprise -23.53%, Miss. Q4 2026, reported Nov 12, 2026: actual —, estimate -0.17, surprise —, Comparison unavailable.

Revenue: actual versus estimate

Recent quarterly results

ActualEstimate
Quarterly Revenue actual values compared with estimates25.68M17.12M8.56M765Q1 '25BeatQ2 '25BeatQ3 '25MissQ4 '25BeatQ1 '26BeatQ2 '26MetQ3 '26MissQ4 '26Estimate
Q1 2025, reported Mar 27, 2025: actual 1K USD, estimate 900 USD, surprise +11.11%, Beat. Q2 2025, reported May 14, 2025: actual 1.01M USD, estimate 900.33K USD, surprise +11.85%, Beat. Q3 2025, reported Aug 14, 2025: actual 1.98M USD, estimate 2.23M USD, surprise -11.01%, Miss. Q4 2025, reported Nov 13, 2025: actual 11.87M USD, estimate 11.42M USD, surprise +3.92%, Beat. Q1 2026, reported Mar 24, 2026: actual 23.78M USD, estimate 21.97M USD, surprise +8.23%, Beat. Q2 2026, reported May 14, 2026: actual 2.7M USD, estimate 2.7M USD, surprise 0.00%, Met estimate. Q3 2026, reported Aug 13, 2026: actual 11.99M USD, estimate 12.24M USD, surprise -2.08%, Miss. Q4 2026, reported Nov 12, 2026: actual —, estimate 12.59M USD, surprise —, Comparison unavailable.

Analyst ratings

Third-party consensus; not a GoAI recommendation.

Analyst price target

Average target

$2.50

422.25% upside
Past 12 months12-month forecastHigh $4.50Average $2.50Low $1.00

Rating distribution

3 ratings

Limited analyst sample: 3 ratings. Interpret the distribution with caution.

Strong buy00%
Buy267%
Hold133%
Sell00%
Strong sell00%

Recent analyst actions

3 institutions

BZAI news

globenewswire.com

ROSEN, THE FIRST FILING FIRM, Encourages Blaize Holdings, Inc. Investors to Secure Counsel Before Important Deadline in Securities Class Action First Filed by the Firm - BZAI

NEW YORK, Aug. 23, 2026 (GLOBE NEWSWIRE) -- WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of securities of Blaize Holdings, Inc. (NASDAQ: BZAI) between July 18, 2025 and April 28, 2026, both…

Read source
newsfilecorp.com

BZAI INVESTOR DEADLINE APPROACHING: Faruqi & Faruqi, LLP Reminds Blaize Investors of Securities Class Action Lawsuit Deadline on October 5, 2026

Faruqi & Faruqi, LLP Securities Litigation Partner James (Josh) Wilson Encourages Investors Who Suffered Losses In Blaize To Contact Him Directly To Discuss Their Options If you purchased or acquired securities in Blaize…

Read source
newsfilecorp.com

ROSEN, TRUSTED INVESTOR COUNSEL, Encourages Blaize Holdings, Inc. Investors to Secure Counsel Before Important Deadline in Securities Class Action First Filed by the Firm - BZAI

New York, New York--(Newsfile Corp. - August 22, 2026) - WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of securities of Blaize Holdings, Inc. (NASDAQ: BZAI) between July 18, 2025 and April…

Read source
newsfilecorp.com

Kaplan Fox Notifies Blaize Holdings, Inc. (BZAI) Investors of a Securities Class Action Deadline on October 5, 2026

New York, New York--(Newsfile Corp. - August 21, 2026) - Kaplan Fox & Kilsheimer LLP announces that a class action lawsuit has been filed against Blaize Holdings, Inc. ("Blaize Holdings" or the "Company") (NASDAQ: BZAI)…

Read source
globenewswire.com

BZAI Stockholders Have Rights – If You Lost Money Investing in Blaize Holdings, Inc. Contact Robbins LLP for Information About Recovering Your Losses

SAN DIEGO, Aug. 21, 2026 (GLOBE NEWSWIRE) -- Shareholder rights law firm Robbins LLP reminds investors that a class action was filed on behalf of all persons and entities who purchased or otherwise acquired Blaize…

Read source
globenewswire.com

Bronstein, Gewirtz & Grossman LLC Urges Blaize Holdings, Inc. Investors to Act: Class Action Filed Alleging Investor Harm

NEW YORK, Aug. 21, 2026 (GLOBE NEWSWIRE) -- Bronstein, Gewirtz & Grossman, LLC, a nationally recognized investor-rights law firm, announces that a class action lawsuit has been filed against Blaize Holdings, Inc.…

Read source

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ETFs holding BZAI

Funds reporting this stock among their holdings, ordered by reported position size.

Vanguard Morningstar Total Stock Market ETF logoVanguard Morningstar Total Stock Market ETFVTI
Market value
2.85M
Weight
0.00%
AUM
2.3T USD
Expense ratio
0.03%
Price / 1D
$378.24+0.44%
iShares Russell 2000 ETF logoiShares Russell 2000 ETFIWM
Market value
1.23M
Weight
0.00%
AUM
81.62B USD
Expense ratio
0.19%
Price / 1D
$299.96+0.77%
Vanguard Extended Market ETF logoVanguard Extended Market ETFVXF
Market value
720.44K
Weight
0.00%
AUM
93.7B USD
Expense ratio
0.05%
Price / 1D
$245.53+0.82%
iShares Russell 2000 Growth ETF logoiShares Russell 2000 Growth ETFIWO
Market value
399.94K
Weight
0.00%
AUM
15.16B USD
Expense ratio
0.24%
Price / 1D
$387.37+1.24%
Vanguard Russell 2000 ETF logoVanguard Russell 2000 ETFVTWO
Market value
376.53K
Weight
0.00%
AUM
17.4B USD
Expense ratio
0.06%
Price / 1D
$121.25+0.74%
Themes Generative Artificial Intelligence ETF logoThemes Generative Artificial Intelligence ETFWISE
Market value
331.3K
Weight
1.14%
AUM
28.08M USD
Expense ratio
0.35%
Price / 1D
$36.8335+1.53%
Schwab U.S. Small-Cap ETF logoSchwab U.S. Small-Cap ETFSCHA
Market value
182.81K
Weight
0.00%
AUM
23.1B USD
Expense ratio
0.03%
Price / 1D
$34.83+0.52%
iShares Micro-Cap ETF logoiShares Micro-Cap ETFIWC
Market value
145.31K
Weight
0.01%
AUM
1.53B USD
Expense ratio
0.60%
Price / 1D
$198.39+1.10%

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