Blaize Holdings, Inc. (BZAIW) Stock Analysis
For informational purposes only. Not financial advice. Analysis by Sedat ANAK, Founder & Editor-in-Chief | AI-powered analysis. Data sourced from SEC filings and institutional-grade financial providers. Editorially reviewed. Not financial advice.
Blaize Holdings, Inc. (BZAIW) trades at $0.13 with AI Score 41/100 (Grade C). Blaize Holdings, Inc. specializes in AI-enabled edge computing solutions, targeting the automotive, smart vision, and enterprise computing markets. Market cap: $58.1M, Sector: Technology.
Price as of Aug 22, 2026 · Last analyzed: May 10, 2026Analyst Coverage for BZAIW: BZAIW does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage. In the absence of analyst consensus, our AI model evaluates BZAIW against Technology peers across nine fundamental dimensions and assigns an underweight signal based on the underlying data.
BZAIW: 2/3 scored disciplines lean bearish. Dominant signal: Seth Klarman bearish.
How is this calculated? →Why this analysis is different
- A 9-signal quantitative MoonshotScore built from filings, insider activity, and market data — computed from the numbers, not from opinion.
- An AI Council read across up to eight perspectives — value, macro, quantitative, and momentum lenses — that shows where they disagree instead of averaging the tension away.
- Figures come straight from FMP and Yahoo Finance filings data. The AI writes the narrative around the numbers — it never edits the numbers.
Blaize Holdings, Inc. (BZAIW) Technology Profile & Competitive Position
Blaize Holdings, Inc. delivers AI-enabled edge computing solutions, differentiating itself through specialized hardware and software platforms like Blaize AI Studio. Serving automotive, smart vision, and enterprise sectors, the company focuses on embedded systems and accelerator products, positioning it within the expanding edge AI market.
What Is the Investment Thesis for BZAIW?
Blaize Holdings, Inc. presents a focused investment opportunity within the growing edge AI market. The company's comprehensive suite of hardware and software solutions, particularly the Blaize AI Studio, positions it to capitalize on the increasing demand for edge computing in automotive, smart vision, and enterprise applications. Key value drivers include the adoption of its AI Studio platform and the expansion of its product line to meet diverse customer needs. The company's gross margin of 14.6% indicates potential for improvement as it scales operations and optimizes its cost structure. Upcoming catalysts include potential partnerships and new product launches targeting specific market segments. However, the company's negative profit margin of -535.6% and small market capitalization of $58.1M highlight the risks associated with investing in an early-stage technology company.
Based on FMP financials and quantitative analysis
BZAIW Key Highlights
Market capitalization of $58.1M indicates a small-cap company with potential for high growth but also higher risk.
- Gross margin of 14.6% reflects the profitability of Blaize's core products and services.
- Profit margin of -535.6% suggests significant operational challenges and high expenses relative to revenue.
- Beta of 0.00 indicates the stock's price is not correlated with the overall market, potentially offering diversification benefits.
- Employee count of 232 reflects the company's current scale of operations and potential for future expansion.
Who Are BZAIW's Competitors?
BZAIW is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | AI Score |
|---|---|---|---|---|
| YMM Full Truck Alliance Co. Ltd. | $8.77 | +1.74% | $9.17B | 56 |
| IDN Intellicheck, Inc. | $2.96 | +0.17% | $59.8M | 77 |
| WFCF Where Food Comes From, Inc. | $12.50 | -6.08% | $63.0M | 72 |
| RSSS Research Solutions, Inc. | $2.25 | +3.21% | $75.3M | 74 |
| RSASF RESAAS Services Inc. | $0.28 | -9.68% | $23.5M | 69 |
| TRAK ReposiTrak, Inc. | $8.00 | +0.25% | $145M | 79 |
| IMMR Immersion Corporation | $7.51 | -2.72% | $249M | 76 |
| RMNI Rimini Street, Inc. | $5.25 | +2.94% | $490M | 78 |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are BZAIW's Key Strengths?
Specialized in AI-enabled edge computing solutions.
- Offers a range of hardware and software products.
- Serves high-growth markets like automotive and smart vision.
What Are BZAIW's Weaknesses?
Negative profit margin indicates financial instability.
- Small market capitalization limits access to capital.
- Limited brand recognition compared to larger competitors.
What Could Drive BZAIW Stock Higher?
Potential partnerships with automotive manufacturers to integrate Blaize's AI solutions into vehicles.
- Launch of new AI edge computing products targeting specific applications in the smart vision market.
- Increased adoption of the Blaize AI Studio platform by developers and organizations.
- Expansion of the company's sales and marketing efforts to reach new customers and markets.
What Are the Key Risks for BZAIW?
Financial-distress signal — its Altman Z-Score of -8.21 sits in the distress zone (elevated bankruptcy risk).
- Weak fundamentals — a Piotroski F-Score of 2/9 flags soft profitability, leverage or efficiency.
- Intense competition from larger, more established companies in the edge computing market.
- Rapid technological advancements could render Blaize's products obsolete.
- Negative profit margin and limited financial resources could hinder the company's growth.
- Economic downturn could reduce demand for AI solutions.
What Are the Growth Opportunities for BZAIW?
- Expansion in the Automotive Market: Blaize can capitalize on the growing demand for AI-powered solutions in the automotive industry, including autonomous driving, advanced driver-assistance systems (ADAS), and in-cabin monitoring. By developing specialized hardware and software solutions tailored to the automotive sector, Blaize can secure key partnerships with automotive manufacturers and suppliers.
- Penetration of the Smart Vision Market: The smart vision market, encompassing applications such as surveillance, robotics, and industrial automation, presents another significant growth opportunity for Blaize. The company can leverage its AI edge computing solutions to enable real-time image and video processing, enhancing the performance and efficiency of smart vision systems. The smart vision market is expected to experience rapid growth, driven by the increasing adoption of AI-powered cameras and sensors.
- Adoption of Blaize AI Studio Platform: The Blaize AI Studio platform offers a comprehensive suite of tools for developing and deploying AI applications at the edge. By increasing the adoption of its AI Studio platform, Blaize can generate recurring revenue streams and strengthen its customer relationships. The platform's marketplace, which allows users to share and utilize AI/ML artifacts, can further enhance its value proposition and attract new users.
- Strategic Partnerships and Alliances: Forming strategic partnerships with other technology companies, system integrators, and channel partners can accelerate Blaize's market reach and expand its customer base. These partnerships can provide access to new markets, technologies, and expertise, enabling Blaize to offer more comprehensive solutions and address a wider range of customer needs. Potential partners include companies specializing in AI software, hardware, and cloud services.
- New Product Development and Innovation: Continuous innovation and the development of new products are essential for maintaining a competitive edge in the rapidly evolving AI market. Blaize can invest in research and development to create new AI edge computing solutions that address emerging customer needs and market trends. This includes exploring new hardware architectures, software algorithms, and application-specific solutions. By staying ahead of the curve, Blaize can capture new market opportunities and solidify its position as a leader in the edge AI space.
What Are BZAIW's Competitive Advantages?
- Proprietary AI edge computing hardware and software solutions.
- Integrated Blaize AI Studio platform for end-to-end AI application development.
- Focus on specific markets like automotive, smart vision, and enterprise computing, allowing for specialized solutions.
What Does BZAIW Do?
Founded in 2010 and headquartered in El Dorado Hills, California, Blaize Holdings, Inc. is a technology company focused on providing artificial intelligence (AI) solutions for edge computing. The company's evolution has centered on developing hardware and software products that enable AI processing at the edge, reducing latency and improving efficiency for applications in various industries. Blaize offers a suite of AI edge computing products, including the Blaize Pathfinder P1600 embedded system on modules, Blaize Xplorer X1600E EDSFF small form factor accelerators, Blaize Xplorer X600M M.2 small form factor accelerator platforms, Blaize Xplorer X1600P PCIe accelerators, Blaize Xplorer X1600P-Q PCIe accelerators, and Blaize Pathfinder 1600-DK embedded kits. These products are designed to cater to the specific needs of automotive, smart vision, and enterprise computing markets. In addition to its hardware offerings, Blaize provides the Blaize AI Studio, a platform that supports end-to-end data operations, development operations, and machine learning operations. The AI Studio marketplace allows users to securely share and utilize AI/ML artifacts within their teams and organizations. Blaize aims to provide comprehensive AI solutions that empower businesses to deploy AI applications efficiently at the edge.
What Products and Services Does BZAIW Offer?
- Provides AI-enabled edge computing solutions.
- Offers Blaize Pathfinder P1600 embedded system on modules.
- Offers Blaize Xplorer X1600E EDSFF small form factor accelerators.
- Offers Blaize Xplorer X600M M.2 small form factor accelerator platforms.
- Offers Blaize Xplorer X1600P PCIe accelerators.
- Provides Blaize AI Studio for AI-driven application development.
How Does BZAIW Make Money?
- Sells AI edge computing hardware products.
- Offers the Blaize AI Studio platform, potentially through a subscription model.
- Generates revenue from serving the automotive, smart vision, and enterprise computing markets.
What Industry Does BZAIW Operate In?
Blaize Holdings, Inc. operates within the rapidly expanding edge computing market, driven by the increasing need for low-latency, high-bandwidth AI processing closer to the data source. The market is characterized by intense competition, with established players and emerging startups vying for market share. Blaize differentiates itself through its focus on AI-enabled edge solutions and its integrated hardware and software platform. The company's target markets, including automotive, smart vision, and enterprise computing, are experiencing significant growth, creating opportunities for Blaize to expand its customer base and increase revenue. Competitors include companies offering similar edge computing solutions and AI platforms.
Who Are BZAIW's Key Customers?
- Automotive companies requiring AI for autonomous driving and ADAS.
- Smart vision system developers for applications like surveillance and robotics.
- Enterprise computing customers needing edge AI for data processing and analytics.
Blaize Holdings, Inc. Financial Trajectory
Blaize Holdings, Inc. (BZAIW) reported $12.0M in revenue for Q2 2026, reflecting 337.7% growth compared to the prior quarter. The company recorded a net loss of $28.8M, with diluted EPS of $-0.21. Quarter-over-quarter revenue has been mixed, typical for a micro-cap company operating in Technology. Across the four most recent quarters, BZAIW averaged $-0.17 in diluted EPS.
Company Profile
Blaize Holdings, Inc. operates in the Software - Application industry within the Technology sector. It is headquartered in El Dorado Hills, US. The company is led by CEO Dinakar C. Munagala. BZAIW has traded publicly since 2026.
How Blaize Holdings, Inc. Is Valued
Blaize Holdings, Inc. carries a market capitalization of $58.1M, placing it in the micro-cap category. Relative to its peer group, BZAIW's quantitative score of 41/100 is below the peer average of 70/100.
Key Financial Metrics
Its free cash flow yield is -50.1%, a gauge of the cash the business throws off relative to its market value. A current ratio of 3.72 indicates the company holds enough short-term assets to cover its near-term obligations. Its earnings yield is -51.4%, the inverse of the P/E and a quick read on earnings relative to price.
Financial Health
Blaize Holdings, Inc.'s Piotroski F-Score is 2/9, a 9-point checklist of profitability, leverage and efficiency — flagging fundamental weakness worth scrutiny. Its Altman Z-Score of -8.21 places it in the distress zone, a signal of elevated financial risk.
Forward Outlook
Wall Street analysts project Blaize Holdings, Inc. revenue of about $124.4M for fiscal 2026, with EPS near $-0.59. The estimate reflects 5 contributing analysts.
BZAIW Financials
Bull Case vs Bear Case
Bull Case
- Specialized in AI-enabled edge computing solutions.
- Offers a range of hardware and software products.
- Serves high-growth markets like automotive and smart vision.
- Upcoming: Potential partnerships with automotive manufacturers to integrate Blaize's AI solutions into vehicles.
Bear Case
- Negative profit margin indicates financial instability.
- Small market capitalization limits access to capital.
- Limited brand recognition compared to larger competitors.
- Potential: Intense competition from larger, more established companies in the edge computing market.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · August 2026
Recent Quarterly Results
| Quarter | Revenue | Net Income | EPS |
|---|---|---|---|
| Q2 2026 | $12M | -$29M | -$0.21 |
| Q1 2026 | $3M | -$23M | -$0.19 |
| Q4 2025 | $24M | -$3M | -$0.03 |
| Q3 2025 | $12M | -$26M | -$0.25 |
Based on FMP financials and quantitative analysis
BZAIW Latest News
No recent news available for BZAIW.
BZAIW Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for BZAIW.
Price Targets
Wall Street price target analysis for BZAIW.
BZAIW MoonshotScore
What does this score mean?
The MoonshotScore rates BZAIW 0-100 on quantitative fundamentals — growth, financial health, valuation, momentum, and risk.
Leadership: Dinakar Munagala
CEO
Dinakar Munagala is the CEO of Blaize Holdings, Inc. His background includes extensive experience in the technology industry, with a focus on semiconductors and AI. He has held leadership positions at various technology companies, where he was responsible for driving innovation and growth. Munagala's expertise spans areas such as product development, marketing, and sales. He brings a deep understanding of the AI landscape and a strong track record of building successful technology businesses.
Track Record: Under Dinakar Munagala's leadership, Blaize Holdings, Inc. has focused on developing and commercializing its AI-enabled edge computing solutions. Key milestones include the launch of the Blaize AI Studio platform and the expansion of the company's product line to address the needs of the automotive, smart vision, and enterprise computing markets. Munagala has also overseen the company's efforts to secure strategic partnerships and expand its customer base.
Blaize Holdings, Inc. Technology Stock: Key Questions Answered
What does the AI Score mean for BZAIW?
BZAIW holds an AI Score of 41/100 (Grade: C). This is an educational research signal, not a buy or sell recommendation. Blaize Holdings, Inc. specializes in AI-enabled edge computing solutions, targeting the automotive, smart vision, and enterprise computing markets. The company offers a range of AI edge computing …
What does Blaize Holdings, Inc. do?
Blaize Holdings, Inc. specializes in providing AI-enabled edge computing solutions. The company offers a range of hardware and software products designed to enable AI processing at the edge, reducing latency and improving efficiency for applications in various industries.
What do analysts say about BZAIW stock?
As of 2026-05-10, there is limited analyst coverage available for BZAIW stock due to its small market capitalization and relatively recent entry into the public market. Key valuation metrics, such as price-to-earnings ratio and price-to-sales ratio, may not be readily available or meaningful due to the company's negative profit margin.
What are the main risks for BZAIW?
The main risks for Blaize Holdings, Inc. include intense competition in the edge computing market, rapid technological advancements that could render its products obsolete, and its current negative profit margin and limited financial resources. The company faces competition from larger, more established companies with greater resources and brand recognition.
What are the key factors to evaluate for BZAIW?
Blaize Holdings, Inc. (BZAIW) holds an AI score of 41/100 (low). presents a focused investment opportunity within the growing edge AI market. Not financial advice.
How frequently does BZAIW data refresh on this page?
BZAIW's price was last updated on Aug 22, 2026 and refreshes on page view during U.S. market hours — it is not a real-time exchange feed. Fundamentals update after quarterly filings; the MoonshotScore recalculates nightly; news aggregates continuously.
What has driven BZAIW's recent stock price performance?
Blaize Holdings, Inc. (BZAIW) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Specialized in AI-enabled edge computing solutions. See the News tab for the latest drivers. Past performance does not predict future results.
Should investors consider BZAIW overvalued or undervalued right now?
Blaize Holdings, Inc. (BZAIW) has no trailing P/E available here, so lean on price-to-sales and cash flow in the Financials tab. Compare P/E, P/S, and EV/EBITDA against sector peers for a full view.
How do I research BZAIW before investing?
Before investing in Blaize Holdings, Inc. (BZAIW), research these four areas: (1) the company's revenue model and competitive position (see Company Overview), (2) financial health through revenue growth, margins, and cash flow (see MoonshotScore), (3) analyst consensus ratings and price targets (see Analyst tab), and (4) specific risk factors that could impact the stock (see Risk Factors section).
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
Data provided for informational purposes only.
- Limited analyst coverage for BZAIW may impact the accuracy of financial estimates.
- The edge computing market is highly competitive and subject to rapid change.