BZAI

Blaize Holdings, Inc. Common Stock

BZAI

Market cap $344M

Overview Fund Activity

3.35 USD

+0.08

2.45%

At close Updated Sep 12, 4:00 PM EDT

Pre-market

After hours

3.40

+0.05

1.49%

1 day

2.45%

5 days

7.37%

1 month

-0.89%

3 months

37.86%

6 months

1.21%

Year to date

-74.41%

1 year

-70.22%

5 years

-65.82%

10 years

-65.82%

About: Blaize Holdings Inc provides customized, programmable processor architecture suite, artificial intelligence (AI)-enabled edge computing solutions. The company is a semiconductor and software technology company dedicated to revolutionizing the world of AI.

Employees: 232

Technology Software - Application

0

Funds holding %

of 7,462 funds

–

Analysts bullish %

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

3,987% more call options, than puts

Call options by funds: $3.84M | Put options by funds: $94K

80% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 5

3% more funds holding

Funds holding: 37 [Q1] → 38 (+1) [Q2]

7% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 14

4% less capital invested

Capital invested by funds: $46M [Q1] → $44.3M (-$1.64M) [Q2]

2.8% less ownership

Funds ownership: 17.25% [Q1] → 14.45% (-2.8%) [Q2]

50% less funds holding in top 10

Funds holding in top 10: 2 [Q1] → 1 (-1) [Q2]

See Fund Rankings

Research analyst outlook

2 Wall Street Analysts provided 1 year price targets over the past 3 months

Low target

$6

79% upside

Avg. target

$7.5

124% upside

High target

$9

169% upside

2 analyst ratings

2 positive

100%

0 neutral

0%

0 negative

0%

B. Riley Securities Craig Ellis	$9	Buy Initiated	9 Sep 2025
Rosenblatt Kevin Cassidy	$6	Buy Maintained	20 Aug 2025

See Analyst Rankings

Financial journalist opinion

Blaize Announces Second Quarter 2025 Financial Results

EL DORADO HILLS, Calif.--(BUSINESS WIRE)--Blaize Holdings, Inc. (NASDAQ: BZAI) (“Blaize”), a leader in programmable, energy-efficient edge AI computing, today announced financial results for the quarter ended June 30, 2025 – a quarter that marks a critical inflection point as Blaize shifts from technology validation to execution. Blaize is deploying its technologies to progress sovereign AI strategies, delivering intelligence to critical infrastructure, and powering AI for public safety network.

Blaize Announces Second Quarter 2025 Financial Results

Blaize Introduces AI Platform to Power Multi-Modal Intelligence at the Edge

EL DORADO HILLS, Calif.--(BUSINESS WIRE)--Blaize Holdings, Inc. (NASDAQ: BZAI, NASDAQ: BZAIW) (“Blaize”), a leader in programmable, energy-efficient edge AI computing, today unveiled the Blaize AI Platform, a purpose-built, edge-native solution engineered to efficiently and flexibly deliver multimodal intelligence for mission-critical workloads across a wide range of industries. With a focus on programmability and ease of deployment, the platform is designed to accelerate AI implementation with.

Blaize Introduces AI Platform to Power Multi-Modal Intelligence at the Edge

Blaize to Report Second Quarter 2025 Financial Results on August 14, 2025

EL DORADO HILLS, Calif.--(BUSINESS WIRE)--Blaize (Nasdaq: BZAI, Nasdaq: BZAIW), a leader in programmable, energy-efficient edge AI computing, today announced it will release financial results for its second quarter ended June 30, 2025, on Thursday, August 14, 2025. Management will host a webcast that same day at 2:00 p.m. PT / 5:00 p.m. ET to discuss the company's financial performance and provide a business update. Event: Blaize Second Quarter 2025 Earnings Conference Call Date: Thursday, Augu.

Blaize to Report Second Quarter 2025 Financial Results on August 14, 2025

Blaize: $5 AI 'At The Edge' Stock I'm Eyeing

Blaize Holdings, Inc.'s stock surged after securing a $120 million AI infrastructure deal in Asia, a game-changer given their small $2 million trailing revenue. They have a different take on AI solutions, which include GSP processors and AI Studio, and are uniquely positioned for small businesses needing low-cost, on-site analytics. The Starshine partnership opens vast APAC markets, with Starshine handling deployment, letting them focus on tech delivery and innovation.

Blaize: $5 AI 'At The Edge' Stock I'm Eyeing

Asia Deals Give Credibility To Blaize's Guidance, Stock Still Trades At A Discount

Blaize Holdings, Inc.'s recent two major Asian deals total $174M, validating management's revenue guidance and significantly improving the company's risk profile. Edge AI is an early-stage, high-potential market, and Blaize is well-positioned to carve out a niche, especially in Asia amid geopolitical tailwinds. Despite recent momentum, BZAI stock trades well below fair value; I reiterate my $12 price target and Strong Buy rating based on a 10x P/S multiple.

Asia Deals Give Credibility To Blaize's Guidance, Stock Still Trades At A Discount

Blaize Secures Contract to Deliver Scalable Hybrid AI Infrastructure Across Asia

EL DORADO HILLS, Calif.--(BUSINESS WIRE)--Blaize Holdings, Inc. (NASDAQ: BZAI, NASDAQ: BZAIW) (“Blaize”), a leader in programmable, energy-efficient edge AI computing, today announced that its hybrid AI platform will be deployed in collaboration with Starshine Computing Power Technology Limited (“Starshine”), a provider of AI infrastructure solutions in Asia, with the initial phase beginning in fiscal Q3 2025 and continuing through 2026. Real-time, localized AI is no longer optional – it's foun.

Blaize Secures Contract to Deliver Scalable Hybrid AI Infrastructure Across Asia

Blaize Secures $56M Edge AI Deployment Across Southeast Asia's Smart Infrastructure

EL DORADO HILLS, Calif.--(BUSINESS WIRE)--Blaize Holdings, Inc. (NASDAQ:BZAI) (“Blaize”), an edge AI computing leader, announced today that its edge AI platform will be deployed across more than 250,000 intelligent surveillance endpoints beginning in Q2 2025 and continuing through 2026—supporting a national-scale transformation of real-time smart infrastructure across Southeast Asia through a scalable, hybrid AI deployment. The total value of the contracted purchase order is approximately $56 m.

Blaize Secures $56M Edge AI Deployment Across Southeast Asia's Smart Infrastructure

Blaize to Attend D.A. Davidson 1st Annual Consumer & Technology Conference

EL DORADO HILLS, Calif., May 29, 2025 (GLOBE NEWSWIRE) -- Blaize Holdings, Inc. (NASDAQ: BZAI), a pioneer in scalable, energy-efficient AI computing across edge to cloud, today announced it will participate in the upcoming D.A.

Blaize to Attend D.A. Davidson 1st Annual Consumer & Technology Conference

Blaize to Participate at Upcoming Ladenburg Thalmann Technology Expo

EL DORADO HILLS, Calif.--(BUSINESS WIRE)--Blaize Holdings, Inc. (NASDAQ:BZAI), a leader in energy-efficient AI inference at the edge for physical systems, today announced that the company will participate in the Ladenburg Thalmann Technology Expo in New York on Wednesday, May 21, 2025. At the Ladenburg Technology Expo, Blaize will present its edge AI strategy and business model, highlighting successful real-world deployments with customers across smart infrastructure, defense, and industrial ma.

Blaize to Participate at Upcoming Ladenburg Thalmann Technology Expo

Blaize Holdings: High Stakes Bullish Thesis Needs At Least Another Year To Play Out

Blaize Holdings, Inc. remains a Strong Buy for me, driven by its niche Edge AI focus and strong forward guidance for 2025-2026. Despite a 60% stock drop since my last coverage, my thesis is unchanged as key revenue is expected later in 2025 and 2026. I see Q1 as a transitory quarter. Significant risks include heavy dilution (25-45% by 2026), reliance on management's guidance, and high volatility typical of SPAC microcaps.

Blaize Holdings: High Stakes Bullish Thesis Needs At Least Another Year To Play Out

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