BZAI
Blaize Holdings, Inc. Common StockBZAI
BZAI
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
0
Funds holding %
of 7,323 funds
–
Analysts bullish %
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
3,600% more funds holding
Funds holding: 1 [Q4 2024] → 37 (+36) [Q1 2025]
3,600% more first-time investments, than exits
New positions opened: 37 | Existing positions closed: 1
1,397% more capital invested
Capital invested by funds: $3.07M [Q4 2024] → $46M (+$42.9M) [Q1 2025]
15.52% more ownership
Funds ownership: 1.74% [Q4 2024] → 17.25% (+15.52%) [Q1 2025]
50% less call options, than puts
Call options by funds: $210K | Put options by funds: $424K
Research analyst outlook
1 Wall Street Analyst provided 1 year price targets over the past 3 months
Low target
$6
47%
upside
Avg. target
$6
47%
upside
High target
$6
47%
upside
1 analyst rating
1 positive
100%
0 neutral
0%
0 negative
0%
Rosenblatt Kevin Cassidy | 47%upside $6 | Buy Upgraded | 21 Jul 2025 |
Financial journalist opinion
Based on 5 articles about BZAI published over the past 30 days
Neutral
Business Wire
1 week ago
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.
Positive
Seeking Alpha
1 week ago
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.
Positive
Seeking Alpha
1 week ago
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.
Neutral
Business Wire
1 week ago
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.
Neutral
Business Wire
4 weeks ago
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.
Neutral
GlobeNewsWire
2 months ago
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.
Neutral
Business Wire
2 months ago
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.
Neutral
Seeking Alpha
2 months ago
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.
Neutral
Seeking Alpha
2 months ago
Blaize Holdings, Inc. (BZAI) Q1 2025 Earnings Call Transcript
Blaize Holdings, Inc. (NASDAQ:BZAI ) Q1 2025 Results Earnings Conference Call May 14, 2025 5:00 PM ET Company Participants Lana Adair - Investor Relations, The Blueshirt Group Dinakar Munagala - Chief Executive Officer Harminder Sehmi - Chief Financial Officer Conference Call Participants Gil Luria - D.A. Davidson Richard Shannon - Craig-Hallum Capital Group Kevin Cassidy - Rosenblatt Securities Operator Good day and thank you for standing by.
Neutral
Business Wire
2 months ago
Blaize Announces First Quarter 2025 Financial Results
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 financial results for the quarter ended March 31, 2025. The company reported strong customer traction and continued commercial momentum across its key verticals in smart infrastructure, defense, and mobility. “This quarter proved we're executing where it counts. Blaize has deployed real systems that solve mission-critical cha.
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