Held · Bookmarked
0 · 0
portfolios · users
Avg position size
—
of holders' portfolios
13F filers
1
institution
Market cap
$209.2M
142M shares
52-week range
$1.00 – $6.76
7% from low
Sector
SEMICONDUCTORS & RELATED DEVICES
Exchange
NASDAQ
CS
Borrow rate
1.64%
Moderate
Click rows below (any statement) to add/remove series. Selection stays as you switch tabs.
| 2021 | 2022 | 2023 | 2024 | 2025 | |
|---|---|---|---|---|---|
| Revenue | $0 | $3.8M | $0 | $1.6M | $38.6M |
| Cost of revenue | $0 | $3.0M | $3.7M | $579.0K | $32.4M |
| Gross profit | $0 | $806.0K | $200.0K | $975.0K | $6.2M |
| Gross margin | — | 21.0% | — | 62.7% | 16.0% |
| R&D | $0 | $24.3M | $18.1M | $25.1M | $42.5M |
| Operating income | −$66.8K | −$47.0M | −$3.4M | −$47.4M | −$91.8M |
| EBITDA | −$65.9K | −$44.3M | −$3.4M | −$46.7M | −$90.6M |
| Net income | −$65.9K | −$104.6M | $1.3M | −$61.2M | −$206.9M |
| Net margin | — | -2724.0% | — | -3937.9% | -535.6% |
| EPS (diluted) | -0.00 | -0.26 | 0.01 | -0.04 | -1.98 |
Annual figures · source: Financial Modeling Prep
| Year | Est. revenue | Est. EPS | EPS range | # Analysts |
|---|---|---|---|---|
| 2026 | $124M | $-0.59 | $-0.63–$-0.57 | 2 |
| 2027 | $182M | $-0.41 | $-0.43–$-0.39 | 2 |
| 2028 | $205M | $0.04 | $0.04–$0.04 | 1 |
Forward consensus · source: Financial Modeling Prep
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.comNo one on the platform currently holds BZAI.
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2026-03-31 | 1,404,159 | $2.6M |
No one on the platform has traded BZAI yet.
| $433M |
| — |
| NVECNVE Corporation | $96.18 | +1.97% | $465M | — |
| RPAYRepay Holdings Corporation | $3.58 | +12.58% | $315M | — |
Source: Financial Modeling Prep · peers by sector/industry
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.
$BZAI Surprised we haven’t had any news since the first. The quarter ends tomorrow so could get some revenue news soon. I agree BZAI could jump to $5+ very quickly.
View on StockTwits ↗$BZAI soemthing tells me, we catch a day when this thing slingshots up to $5+ when nobody is looking
View on StockTwits ↗$BZAI What happened at the close was a 15-minute “Dog Shit Rally”. This is defined as low quality stocks with horrendous balance sheets, significantly outperforming better positioned companies. Check out the 1-day charts on your speculative lists, most notably the close and compare with SPY or DIA.
View on StockTwits ↗$BZAI all that volume and block orders only moved the stock from $1.40 to $1.47 Good thing is they just had their latest round of dillution in May which should get them through to “Mid 2027”. Doubt that we don’t see another offering between now and then, but should be safe for now. Have to spend (our) money to make money
View on StockTwits ↗$BZAI Looks to me like shorts are covering, BZAI has over a 30% short of its OS, which could make for a nice squeeze.
View on StockTwits ↗$BZAI Wow, 5 minutes ago someone Asked slapped 826,713 shares, that’s over a $1,200,000 purchase! Very interesting after hours action!
View on StockTwits ↗$BZAI right at close there was a 2.5 million share buy, which was probably MMs covering the days short. What is more interesting is that at 16:13 or so, there was a 356,000 share Ask slap. Someone appears to have spent $500,000+ on shares.
View on StockTwits ↗$BZAI Sure, some institutions/HF who are long have hedged with a short position. Regardless, if Blaize executes on their guidance the stock price could go to $5-$10 faster than many realize. $25 over 1-2 years is possible on near perfect execution. We dont even need the short interest, many new institutions will want to invest. But that existing SI will def make things happen fast. Those who are ‘naked short’ seriously need their heads examined. This is a legit company building revolutionary products. Also, screw the fake bulls trying to subtly sow doubt. You know who you are.
View on StockTwits ↗$BZAI Fintel shows an 83+% chance of a short squeeze, nearly 1/3 of the shares are short. Crazy!
View on StockTwits ↗$BZAI I find it interesting that Vanguard is one of the larger institutional holders here owning over 3.5 million shares: 2026-05-15 13F/A Vanguard Capital Management Llc 1.48 3,584,327
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.