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Delisting risk

BZAI · NASDAQ · Semiconductors

Blaize

Combines programmable AI processors, GPU infrastructure, software, and services for distributed inference.

$0.5194

After-hours close−0.02 (−3.22%)

At close$0.5367(+4.89%)

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Profile

Blaize Holdings, Inc.BZAIInformation Technology

Sells a Hybrid AI stack that combines its Graph Streaming Processor with GPU infrastructure, software, and services. Its systems target computer vision, multimodal AI, and sensor-driven applications across edge, cloud, and data-center environments.

Built around the Graph Streaming Processor, the company offers a Hybrid AI stack that combines programmable AI hardware, GPU infrastructure, software, and services. Its Pathfinder and Xplorer platforms and AI Studio software span application development, deployment, management, and continuous improvement.

Target workloads include computer vision, multimodal AI, and sensor-driven systems for smart cities, industrial automation, telecommunications, retail, logistics, and defense. Operations have roots in California, Hyderabad, and the United Kingdom, while a current initiative targets Asia Pacific edge data-center infrastructure. The public issuer emerged through a SPAC business combination, and its current security trades on Nasdaq.

Company facts

CEODinakar Munagala

ListedJan 14, 2025

ExchangeNASDAQ

HeadquartersEl Dorado Hills, CA

CountryUnited States

Employees254

CIK0001871638

ISINUS0929151076

Key statistics

Market cap$75.4M

EPS (ttm)−$0.6783

P/E (ttm)−0.7814

ROE-298.6%

P/B1.67

P/S1.50

Dividend yield—

Beta3.18vs XLK 1.37

Year to date −74.1% · Average volume (30d) 6.3M

Analysts

Price target, next 12 months$2.00+277.4%Median of 3 analysts · vs the Aug 28 close

ConsensusBuy2 of 3 analysts rate it buy or better

Ratings

Strong buyBuyHoldSellStrong sell

Target range

Last close $0.5300

High$4.50+749.1%

Median$2.00+277.4%

Low$1.00+88.7%

12 months agoNowIn 12 months

Latest analyst notes

Date	Firm	Action	Prior rating	Rating	Target
Aug 14, 2026	B.Riley Financial	Target			$2
Aug 14, 2026	DA Davidson	Downgrade	Buy	Neutral	$1
May 15, 2026	Roth Capital	Target			$4.50
Jul 21, 2025	Rosenblatt	Upgrade	Neutral	Buy

Earnings

EPS

Estimate−$0.17

ReportedDue Nov 12, 2026

Revenue

Estimate$12.6M

ReportedDue Nov 12, 2026

History

Report date	EPS est	EPS	Surprise	Revenue est	Revenue	Surprise	Next session
Aug 13, 2026Q2 FY26	−$0.17	−$0.21	−23.5%	$12.2M	$12.0M	−2.1%	−49.31%
May 14, 2026Q1 FY26	−$0.13	−$0.13	0.0%	$2.7M	$2.7M	0.0%	−25.99%
Mar 24, 2026Q4 FY25	−$0.14	−$0.14	0.0%	$22.0M	$23.8M	+8.2%	+11.71%
Nov 13, 2025Q3 FY25	−$0.14	−$0.14	0.0%	$22.0M	$11.9M	−46.0%	−1.18%

View details

Financial highlights

	Q1 FY25	Q2 FY25	Q3 FY25	Q4 FY25	Q1 FY26	Q2 FY26
Revenue	$1.0M	$2.0M	$11.9M	$23.8M	$2.7M	$12.0M
Gross profit	$680.0K	$1.2M	$1.8M	$2.6M	$1.4M	$699.0K
Operating income	−$26.0M	−$21.9M	−$22.6M	−$21.4M	−$23.4M	−$30.6M
Net income	−$147.8M	−$29.6M	−$26.3M	−$3.3M	−$22.7M	−$28.8M
Diluted EPS	−$1.45	−$0.28	−$0.25	−$0.03	−$0.19	−$0.21
Gross margin	67.5%	59.4%	15.0%	10.8%	50.8%	5.8%
Operating margin	-2,579.7%	-1,104.1%	-190.3%	-89.8%	-854.2%	-255.4%

Fiscal years (4-quarter sums)FY22 $0 · FY23 $3.9M · FY24 $1.6M · FY25 $38.6M

Balance sheet, Jun 30, 2026Cash & short-term investments $36.8M · Total debt $0 · Total assets $79.5M · Shareholders' equity $42.8M

Dividends

No dividends on record.

Ownership

Institutions 26.85%38.21M sharesInsiders 11.64%16.56M sharesOther 61.51%87.52M shares

Shares outstanding 142.30M · Float 106.05M · 74.5% free float

Top shareholders13F · 13D/G · Form 4

Holder	Shares	% outstanding	Form	Filed
Lane Bess · director	14.65M	10.30%	Form 4	Jul 9, 2026
Bess Ventures & Advisory, LLC · 10 percent owner	13.65M	9.60%	Form 4	May 12, 2026
Ava Investors SA · 10 percent owner	11.74M	8.25%	Form 4	Apr 2, 2026
Polar Asset Management Partners Inc.	9.38M	5.60%	13G	Aug 14, 2026
Munagala Dinakar	9.26M	6.00%	13D	Aug 4, 2026

Insider tradesForm 4

Date	Insider	Role	Shares	Avg price
Jul 6, 2026	Anthony Cannestra	director	−50,000	$1.35
Jul 1, 2026	Harminder Sehmi	officer: Chief Financial Officer	−40,609	$1.37
Jun 8, 2026	Anthony Cannestra	director	−50,000	$1.68
Apr 17, 2026	Dinakar Munagala	director, officer: Chief Executive Officer	−50,000	$2.54
Jun 1, 2026	Harminder Sehmi	officer: Chief Financial Officer	−40,609	$1.82