Blaize Holdings, Inc. (NASDAQ:BZAI) Receives Average Rating of “Hold” from Analysts

Blaize Holdings, Inc. (NASDAQ:BZAI) has received a consensus rating of “Hold” from the six ratings firms that are covering the company, Marketbeat reports. One investment analyst has rated the stock with a sell recommendation, two have assigned a hold recommendation and three have issued a buy recommendation on the company. The average twelve-month price target among brokers that have updated their coverage on the stock in the last year is $3.3750.

A number of equities research analysts have recently issued reports on the stock. B. Riley Financial reduced their target price on shares of Blaize from $4.00 to $2.00 and set a “buy” rating for the company in a research report on Friday, August 14th. Zacks Research cut shares of Blaize from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, April 28th. Roth Capital reissued a “buy” rating and issued a $4.50 price objective on shares of Blaize in a report on Friday, May 15th. DA Davidson restated a “neutral” rating and set a $1.00 target price (down from $3.00) on shares of Blaize in a research report on Friday, August 14th. Finally, Wall Street Zen lowered shares of Blaize from a “sell” rating to a “strong sell” rating in a research report on Saturday, May 16th.

Insider Activity at Blaize

In other Blaize news, Director Anthony Cannestra sold 50,000 shares of the firm’s stock in a transaction on Monday, July 6th. The stock was sold at an average price of $1.35, for a total transaction of $67,500.00. Following the transaction, the director owned 50,000 shares in the company, valued at $67,500. This trade represents a 50.00% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Harminder Sehmi sold 40,609 shares of the firm’s stock in a transaction on Wednesday, July 1st. The stock was sold at an average price of $1.37, for a total value of $55,634.33. Following the transaction, the chief financial officer owned 259,773 shares in the company, valued at approximately $355,889.01. This trade represents a 13.52% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last quarter, insiders sold 181,218 shares of company stock valued at $281,043. 17.40% of the stock is currently owned by corporate insiders.

Institutional Trading of Blaize

Several large investors have recently modified their holdings of the stock. Bank of America Corp DE bought a new position in shares of Blaize in the second quarter worth $100,000. EFG International AG acquired a new stake in shares of Blaize during the 2nd quarter worth approximately $594,000. X Square Capital LLC acquired a new stake in shares of Blaize during the 2nd quarter worth approximately $276,000. Ieq Capital LLC acquired a new stake in shares of Blaize during the 2nd quarter worth approximately $328,000. Finally, BlackRock Inc. bought a new position in Blaize in the second quarter valued at approximately $10,194,000. 97.12% of the stock is owned by institutional investors and hedge funds.

Blaize Stock Performance

NASDAQ:BZAI opened at $0.48 on Monday. The stock has a market cap of $69.33 million, a P/E ratio of -0.70 and a beta of 0.13. The stock has a 50 day simple moving average of $1.10 and a 200 day simple moving average of $1.38. Blaize has a 1-year low of $0.42 and a 1-year high of $6.76.

Blaize (NASDAQ:BZAI) last released its quarterly earnings results on Thursday, August 13th. The company reported ($0.21) earnings per share (EPS) for the quarter, missing the consensus estimate of ($0.20) by ($0.01). Blaize had a negative net margin of 160.85% and a negative return on equity of 306.51%. As a group, sell-side analysts forecast that Blaize will post -0.66 EPS for the current year.

Trending Headlines about Blaize

Here are the key news stories impacting Blaize this week:

• Neutral Sentiment: Several firms, including Kaplan Fox, Faruqi & Faruqi, Rosen, Pomerantz, Robbins and others, are soliciting investors who purchased Blaize securities between July 18, 2025, and April 28, 2026. The October 5, 2026 deadline concerns applications to serve as lead plaintiff and does not determine the lawsuit’s outcome. Kaplan Fox securities class action deadline
• Negative Sentiment: The lawsuit names Blaize and certain officers and alleges violations of federal securities laws, including Sections 10(b) and 20(a) and SEC Rule 10b-5. The allegations have not been proven, but the litigation creates potential legal costs, settlement exposure and reputational risk. Bronstein Gewirtz Grossman class action announcement
• Negative Sentiment: The concentration of repeated investor alerts in one trading session likely increases negative sentiment and keeps attention focused on alleged shareholder losses rather than Blaize’s edge-AI business prospects. Robbins LLP Blaize investor alert
• Negative Sentiment: Blaize’s existing financial profile adds to investor sensitivity: the company recently reported a quarterly loss of $0.21 per share versus an expected loss of $0.20, with deeply negative margins and return on equity. The stock is also trading near its 52-week low and below its 50-day and 200-day moving averages.

Blaize Company Profile

Blaize (NASDAQ: BZAI) is a fabless semiconductor company that designs and develops hardware and software solutions for artificial intelligence (AI) and machine learning applications at the edge. The company’s core technology is centered on its proprietary Graph Streaming Processor (GSP) architecture, which combines dataflow computing with a highly parallel matrix processing engine to deliver real-time AI inference with low power consumption. Blaize’s platform is aimed at customers seeking to deploy sophisticated AI workloads in environments where power efficiency, latency and form factor are critical.

The company offers a hardware portfolio that includes standalone GSP modules, PCIe cards and M.2 form-factor boards, alongside its Blaize AI software stack.