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BZAI

Blaize Holdings Inc.

BZAI

NASDAQ·Technology·Software - Application·Mkt cap $149.8M

$1.34

0.00%

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Our plain-language verdict, the thesis, risk factors, and what is changing about the business.

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52-Week Range

$1.00 - $6.76

P/E

-1.79

Fwd P/E

-2.25

Beta

0.05

Div Yield

0.00%

Avg Vol

9.1M

Shares Out

122.7M

Mkt Cap

$149.8M

Price action

Price chart

Down 55.2% over the trailing year

1W
1M
3M
6M
YTD
1Y
5Y
MAX

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

  • Specialized edge AI processors optimized for low-latency, on-device inference
  • Comprehensive software ecosystem (AI Studio) enabling end-to-end AI development and deployment
  • Multiple form factors (embedded modules, PCIe, M.2, EDSFF) serving diverse customer requirements
  • Focus on automotive and industrial markets with high barriers to entry and long product lifecycles
  • Power-efficient architecture reducing operational costs for edge deployments

Bear Case

1 risk

  • Low volatility (beta 0.0).

Growth

Strong growth ahead

Accelerating adoption of autonomous vehicles and advanced driver assistance systems (ADAS)

Value

Deep value opportunity - significant discount to Analog & Mixed Signal peers

Momentum

Falling

-25.1% over 3m

Quality

Thin

Mixed fundamentals

Dividend

None

No dividend

Earnings track record

Latest print - beat on both lines

AI-summarized recap of last quarter, plus the surprise on every print.

Next: Aug 13, 2026

Q2 26 RECAP

MAY 14, 2026

Reported EPS of -$0.13 vs -$0.13 consensus (0.0% surprise). Revenue of $2.7M vs $2.7M expected (0.0%). Beat on both top and bottom lines.

EPS beat 0.0%
Rev beat 0.0%
Double beat

EPS surprise · last 4Q

1 of 1 beats

Q2 26

0.0%

Next: Aug 13, 2026

Revenue trend · last 8Q

-475%

+83%

+789%

+1419%

+172%

Q2 24

Q3 24

Q4 24

Q1 25

Q2 25

Q3 25

Q4 25

Q1 26

$223.0K

$781.0K

-$1.6M

$1.0M

$2.0M

$11.9M

$23.8M

$2.7M

Margins · last 8Q

Gross

Operating

Profit

-827.4%

Wall Street consensus

3 analysts · 100% Buy

Live ratings and price targets aggregated across covering analysts.

Buy

3

100%

Hold

0%

Sell

0%

Median Price Target

$4.50

+235.8% vs $1.34

Low $4.50
Median $4.50
High $4.50

Latest: Roth Capital · $4.50 · May 15, 2026

1 analyst covering

vs Industry

How BZAI stacks vs Software - Application

Stock metrics vs industry averages. Green = better than industry.

Industry comparison data unavailable for this stock.