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Blaize Holdings, Inc. (BZAI)

Technology | Software - Application | El Dorado Hills, United States | NasdaqGM
0.53 USD +0.02 (3.576%) ⇧ (Aug. 28, 2026, 4 p.m. EDT)
After hours: 0.52 -0.01 (-0.011%) ⇩ (Aug. 28, 2026, 7:47 p.m. EDT)

Short-term:★☆☆☆☆Long-term:★☆☆☆☆Dividends:☆☆☆☆☆
Hot Take | Aug. 22, 2026, 1:54 a.m. EDT

The investment case for Blaize Holdings is currently broken by a catastrophic collapse in market valuation and deteriorating operational reality. While analysts maintain a 'strong buy' rating with a target price nearly five times the current level, the market has already priced in a severe failure, evidenced by a 64% drop in share price over the last three years and a single year of -68% performance. Fundamentally, the company is bleeding cash with negative free cash flow of over $60 million and operating losses exceeding 250%, while revenue growth has stalled at a mere 5%. The balance sheet offers no safety net, with massive cash burn and no dividends to support shareholders. Technically, the stock is trapped in a death spiral, trading significantly below its 50-day and 200-day moving averages, which act as heavy resistance levels. The recent price action shows a violent rejection of any recovery attempts, plunging from highs near $1.15 back to sub-$0.50 levels. This disconnect between optimistic analyst targets and the harsh reality of the price action suggests the market views the current valuation as a value trap rather than a bargain. With no dividend income and a statistical forecast model showing very low reliability due to high volatility, there is no clear path to recovery in the near term. The overwhelming options activity, which is almost entirely focused on buying puts, confirms that sophisticated traders see only risk ahead.

Model Selection — Backtest MAE (log-scale, lower is better)
ModelMAE
AutoTheta ✓0.372772
AutoARIMA0.464063
AutoETS0.465158
MSTL0.487203

Forecast horizon: 45 days | Selected: AutoTheta

Forecast Reliability
Score 26%
H-stat 31.39
Ljung-Box p 0.000
Jarque-Bera p 0.075
Excess Kurtosis -0.93
Attribute Value
Sector Technology
Revenue per Share 0.422
Market Cap 76,760,976
Forward P/E -1.62
Beta 0.13
Profit Margins -160.85%
Website https://www.blaize.com

As of Aug. 22, 2026, 1:54 a.m. EDT: Speculators are overwhelmingly positioning for downside protection rather than upside speculation. Put open interest dominates every expiration cycle, with significant volume concentrated at strikes well above the current price (e.g., 1.5x and 2.0x strikes). Call activity is negligible, showing zero in-the-money positioning and minimal out-of-the-money volume, indicating a lack of bullish conviction despite the 'strong buy' analyst consensus.


Info Dump

Attribute Value
52 Week Change -0.85072887
Address1 4,659 Golden Foothill Parkway
Address2 Suite 206
All Time High 29.61
All Time Low 0.42
Ask 1.23
Ask Size 2
Audit Risk 10
Average Analyst Rating 1.4 - Strong Buy
Average Daily Volume10 Day 12,290,050
Average Daily Volume3 Month 5,218,554
Average Volume 5,218,554
Average Volume10Days 12,290,050
Beta 0.128
Bid 0.6699
Bid Size 2
Board Risk 10
Book Value 0.3
City El Dorado Hills
Compensation As Of Epoch Date 1,767,139,200
Compensation Risk 9
Country United States
Crypto Tradeable 0
Currency USD
Current Price 0.53
Current Ratio 3.717
Custom Price Alert Confidence HIGH
Date Short Interest 1,786,665,600
Day High 0.5368
Day Low 0.4917
Display Name Blaize
Earnings Call Timestamp End 1,786,654,800
Earnings Call Timestamp Start 1,786,654,800
Earnings Timestamp 1,786,651,200
Earnings Timestamp End 1,794,513,600
Earnings Timestamp Start 1,794,513,600
Ebitda -96,968,000
Ebitda Margins -1.92527
Enterprise To Ebitda -0.412
Enterprise To Revenue 0.792
Enterprise Value 39,913,980
Eps Current Year -0.43667
Eps Forward -0.32667
Eps Trailing Twelve Months -0.61
Esg Populated 0
Exchange NGM
Exchange Data Delayed By 0
Exchange Timezone Name America/New_York
Exchange Timezone Short Name EDT
Fifty Day Average 1.01864
Fifty Day Average Change -0.48864007
Fifty Day Average Change Percent -0.47969848
Fifty Two Week Change Percent -85.07288
Fifty Two Week High 6.76
Fifty Two Week High Change -6.2300005
Fifty Two Week High Change Percent -0.92159766
Fifty Two Week Low 0.42
Fifty Two Week Low Change 0.109999985
Fifty Two Week Low Change Percent 0.26190475
Fifty Two Week Range 0.42 - 6.76
Financial Currency USD
First Trade Date Milliseconds 1,643,639,400,000
Float Shares 98,697,241
Forward Eps -0.32667
Forward P E -1.6224324
Free Cashflow -60,434,624
Full Exchange Name NasdaqGM
Full Time Employees 228
Fullday Change 0.0183
Fullday Change Percent 3.57631
Fullday Price 0.5194
Gmt Off Set Milliseconds -14,400,000
Governance Epoch Date 1,785,542,400
Gross Margins 0.13561
Gross Profits 6,830,000
Has Pre Post Market Data 1
Held Percent Insiders 0.17537001
Held Percent Institutions 0.3741
Implied Shares Outstanding 144,832,039
Industry Software - Application
Industry Disp Software - Application
Industry Key software-application
Ipo Expected Date 2,025-01-14
Is Earnings Date Estimate 1
Language en-US
Last Fiscal Year End 1,767,139,200
Long Business Summary Blaize Holdings, Inc. provides artificial intelligence (AI)-enabled edge computing solutions. Its portfolio includes programmable AI processors in a broad range of form factors, deployable across several verticals, including smart city, defense, retail and enterprise markets; and AI computing platforms that enable applications, such as computer vision, advanced video analytics, and AI inference, as well as software tools that allows non-expert practitioners to deploy AI applications on its hardware without the need to learn or use source code. The company also offers the GSP, an AI computing accelerator for computer vision, machine learning, and AI applications; compute cards, such as peripheral component interconnected express card and other cards; software development kit; Blaize AI Studio, a visual no-code or low-code environment intended to simplify the creation and deployment of AI models; and strategic consulting services. The company has a strategic collaboration with Winmate Inc. for the development of rugged edge AI solutions for industrial and mission-critical operations. Blaize Holdings, Inc. was founded in 2010 and is headquartered in El Dorado Hills, California.
Long Name Blaize Holdings, Inc.
Market us_market
Market Cap 76,760,976
Market State CLOSED
Max Age 86,400
Message Board Id finmb_171658800
Most Recent Quarter 1,782,777,600
Net Income To Common -81,016,000
Next Fiscal Year End 1,798,675,200
Non Diluted Market Cap 74,110,554
Number Of Analyst Opinions 5
Open 0.51
Operating Cashflow -82,675,000
Operating Margins -2.55353
Overall Risk 10
Payout Ratio 0.0
Phone 916 347 0050
Post Market Change -0.010599971
Post Market Change Percent -1.9999946
Post Market Price 0.5194
Post Market Time 1,787,960,837
Previous Close 0.5117
Price Eps Current Year -1.2137312
Price Hint 4
Price To Book 1.7666665
Price To Sales Trailing12 Months 1.5240633
Profit Margins -1.60855
Quick Ratio 2.548
Quote Source Name Nasdaq Real Time Price
Quote Type EQUITY
Recommendation Key strong_buy
Recommendation Mean 1.4
Region US
Regular Market Change 0.0183
Regular Market Change Percent 3.57631
Regular Market Day High 0.5368
Regular Market Day Low 0.4917
Regular Market Day Range 0.4917 - 0.5368
Regular Market Open 0.51
Regular Market Previous Close 0.5117
Regular Market Price 0.53
Regular Market Time 1,787,947,201
Regular Market Volume 2,334,647
Return On Assets -0.91795
Return On Equity -4.26625
Revenue Growth 5.047
Revenue Per Share 0.422
Sand P52 Week Change 0.20504117
Sector Technology
Sector Disp Technology
Sector Key technology
Share Holder Rights Risk 7
Shares Outstanding 144,832,039
Shares Percent Shares Out 0.1274
Shares Short 18,456,242
Shares Short Previous Month Date 1,784,073,600
Shares Short Prior Month 17,213,171
Short Name Blaize Holdings, Inc.
Short Percent Of Float 0.1384
Short Ratio 3.21
Source Interval 15
State CA
Symbol BZAI
Target High Price 2.5
Target Low Price 1.0
Target Mean Price 1.8
Target Median Price 2.0
Total Cash 36,847,000
Total Cash Per Share 0.254
Total Debt 0
Total Revenue 50,366,000
Tradeable 0
Trailing Annual Dividend Rate 0.0
Trailing Annual Dividend Yield 0.0
Trailing Eps -0.61
Trailing Peg Ratio None
Triggerable 1
Two Hundred Day Average 1.601985
Two Hundred Day Average Change -1.071985
Two Hundred Day Average Change Percent -0.6691605
Type Disp Equity
Volume 2,334,647
Website https://www.blaize.com
Zip 95,762