Backblaze, Inc.
BLZE
NASDAQ·Technology·Software - Infrastructure·Mkt cap $807.5M
$13.46
▲ +1.09%
P/E
-39.57
Mkt Cap
$807.5M
52-Wk Range
$3.26–$23.99
52-Week Range
$3.26 - $23.99
P/E
Fwd P/E
Beta
Div Yield
Avg Vol
Shares Out
Mkt Cap
Price action
Price chart
Up 47.2% over the trailing year
Total returns
Price performance
Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.
Why we rate it this way
The thesis at a glance
Bull and bear case · plain-English context across the five lenses we evaluate.
Bull Case
5 reasons
- Cost-effective infrastructure built on commodity hardware vs. proprietary systems
- Transparent pricing and consumption-based model with no hidden fees
- Strong brand reputation for reliability and customer support in SMB and developer markets
- Proprietary web-scale software platform enabling operational efficiency
- Integrated backup and ransomware protection solutions
Bear Case
2 risks
- Above-average volatility (beta 1.6).
- Extreme premium - high expectations embedded
Growth
Turning profitable
Rising enterprise demand for ransomware protection and data backup solutions
Value
Extreme premium - high expectations embedded
Momentum
Hot
+77.0% over 3m
Quality
Excellent
Strong fundamentals
Dividend
None
No dividend
Smart-money signal
Who's buying BLZE right now
Insider Form 4s, 13F institutional filings, and Congressional disclosures - at a glance.
Earnings track record
Latest print - beat on both lines
AI-summarized recap of last quarter, plus the surprise on every print.
Next: Nov 5, 2026
AUG 3, 2026
Reported EPS of $0.08 vs $0.02 consensus (+366.7% surprise). Revenue of $42.7M vs $39.9M expected (+7.0%). Beat on both top and bottom lines.
EPS surprise · last 4Q
1 of 1 beats
Estimate
Actual
Q3 26
+366.7%
Revenue trend · last 8Q
—
+18%
+15%
+16%
+14%
+12%
+12%
+18%
Q3 24
Q4 24
Q1 25
Q2 25
Q3 25
Q4 25
Q1 26
Q2 26
$32.6M
$33.8M
$34.6M
$36.3M
$37.2M
$37.8M
$38.7M
$42.7M
Margins · last 8Q
Gross
62.8%
Operating
-9.8%
Profit
-11.9%
Wall Street consensus
7 analysts · 86% Buy
Live ratings and price targets aggregated across covering analysts.
Buy
86%
Hold
14%
Sell
0%
Median Price Target
—
Latest: B. Riley · Aug 4, 2026
vs Industry
How BLZE stacks vs Software - Infrastructure
Stock metrics vs industry averages. Green = better than industry.
Industry comparison data unavailable for this stock.
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