BZAI

$1.17+$0.02 (+1.74%)live

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Held by

portfolios on TandT

Bookmarked by

users

Avg position size

—

of holders' portfolios

13F filers

institution

Market cap

$163.6M

142M shares

52-week range

$0.74 – $6.76

7% from low

Sector

SEMICONDUCTORS & RELATED DEVICES

Exchange

NASDAQ

Change$-11.92

Analyst estimates (consensus)

Year	Est. revenue	Growth	Est. EPS	EPS range	Fwd P/E	# Analysts
2026	$124M	+237.6%	$-0.59	$-0.64–$-0.56	—	2
2027	$182M	+46.3%	$-0.41	$-0.44–$-0.39	—	2
2028	$205M	+12.8%	$0.04	$0.04–$0.04	29.2×	1

Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep

Earnings surprises

Beat consensus in 3 of the last 7 reported quarters

Reported	Est. EPS	Actual	Surprise
2026-08-13	$-0.17	$-0.21	-23.5%
2026-05-14	$-0.13	$-0.19	-46.2%
2026-03-24	$-0.14	$-0.14	+0.0%
2025-11-13	$-0.14	$-0.14	+0.0%
2025-08-14	$-0.15	$-0.28	-86.7%
2025-05-14	$-0.18	$-0.29	-61.1%
2025-03-27	$-0.66	$-0.44	+33.0%

DCF fair valuemodel estimate

Intrinsic value

$3.85

Price

$1.17

Implied upside

+229%

Peer comparison

Symbol	Price	Today	Mkt cap	P/E
BZAIBlaize Holdings Inc.	$1.17	+1.74%	$166M	—
AXTIAXT, Inc.	$77.45	-1.30%	$3.9B	—
BKKTBakkt Holdings, Inc.	$7.40	-1.60%	$330M	—
DDD3D Systems Corporation	$3.62	-0.28%	$591M	—
GRRRGorilla Technology Group Inc.	$15.43	+5.40%

Blaize Holdings, Inc. Common Stock

Blaize Holdings Inc provides transformative artificial intelligence (AI)-enabled edge computing solutions comprised of both its proprietary hardware and software, and third-party hardware solutions. Its portfolio includes programmable AI processors in various form factors, which can be deployed across sectors such as smart cities, defense, retail, and enterprise markets. The company operates as a single operating and reportable segment. The majority of the company's revenue is derived from Hardware revenue, which includes the sale of its semiconductor products and/or third-party hardware products that support semiconductor products through various supply agreements. Geographically, it generates the maximum revenue from China.

www.blaize.com

Employees: 254
IPO / List date: Jan 14, 2025
HQ: EL DORADO HILLS, CA

Held by traders on TradeandTell

No one on the platform currently holds BZAI.

Super investors & insiders

Institutions holding (13F)

Institution	Shares	Reported
Renaissance Technologiesas of 2026-03-31	1,404,159	$2.6M

Insider activity (SEC Form 4)

Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.

Insider activity (SEC Form 4)

Recent trades on TradeandTell

No one on the platform has traded BZAI yet.

$BZAI chatter on StockTwits

Steve@RagusDogMack13m
$BZAI This would be a good time to reiterate all that smart analysis, like how edge AI is the future, how awesome Lane Bess is, stuff like that. Let’s hear it!! @NotNostradamus
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dtha1127@dtha112855m
$BZAI I think cash is enough
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MB@BigtimemoneyBullish2h
$BZAI
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Burglekutt@Lord_BurglekuttBullish2h
$BZAI Dead cat bounce tomorrow to .85-.90 range.
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ed silva@one0761Bearish2h
$BZAI They want reverse split…
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Cameron@Campark872h
$BZAI the fundamentals looked good. It’s growing if you believe in the company, then you’ll stay.
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Tim@Timustx2h
$BZAI if this were a biotech company and it’s down 35% it will stay down tomorrow. But an AI company? I see a partial recovery.
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Valueholder101@Valueholder1013h
$BZAI at least i got my discount, can't complain... average is low enough that i can wait it out.
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Ss@GymloverBullish3h
$BZAI it can go 5-7% down but not 30%. It’s free money .i doubled down my position adding more…Mark my work it’s going to be dollar ..just hold overnight 💪💪✈️
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Beth Hall@Skichic3h
$BZAI Musk called memory the biggest bottleneck in AI During SpaceX's Q2 conference call, Musk made the comment that the limiting factor in building out AI computing capacity now is the supply of memory. He also noted that memory production capacity is increasing by around 20% per year, but demand has risen by 200%. That imbalance has led to soaring prices, which have propelled shares of Micron and Sandisk higher by triple-digit percentages so far in 2026.
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Beth Hall@Skichic3h
$BZAI Culture, goat? BZAI is located in El Dorado Hills, California (which is about 15 miles outside of Sacramento and is a very high end area.) I used to live there, never had goat, but have in Mexico and it’s quite good!
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Beth Hall@SkichicBullish3h
$BZAI This is not exactly small potatoes: “Blaize closed a binding agreement covering 2,000 servers, representing approximately $70.0 million at current memory pricing. The Company expects approximately $20.0 million of the agreement to be recognized as revenue in the second half of 2026, with the remaining approximately $50.0 million representing contracted backlog expected to be fulfilled in 2027. The total value of the agreement will vary with memory pricing.”
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Aura@ExploringTradesBullish3h
Put ticker JUNS onto your watchlist right now! JUNS has only 770k shares outstanding and only 480k shares public float. Look at what SDOT / YXT / DFNS / AKAN did on similar share numbers recently! JUNS has a similar move coming - Added a big position for a squeeze. $FIGR $BZAI UX
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Steve@RagusDogMack3h
$BZAI $130 was never going to happen. So they came clean and gave us a solid gold “Shmaybe” on 40 million.
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Gary Gherkin@GaryGherkins3h
$BZAI can’t trust a culture that serves goat at their restaurants
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Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.