BLAIZE HOLDINGS Reports Q4 EPS of $-0.03 in SEC Filing

Written by Emily J. Thompson, Senior Investment Analyst

Source: moomoo

Updated: 6 days ago

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BZAI-8.67%

Should l Buy BZAI?

Source: moomoo

Company Overview: Blaize Holdings has reported its earnings per share (EPS) for Q4 as $-0.03.
Filing Details: The EPS figure was disclosed in a SEC filing, indicating the company's financial performance for the quarter.

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Analyst Views on BZAI

Wall Street analysts forecast BZAI stock price to rise

3 Analyst Rating

3 Buy

0 Hold

0 Sell

Strong Buy

Current: 1.730

Low

6.50

Averages

8.33

High

10.00

Current: 1.730

Low

6.50

Averages

8.33

High

10.00

B. Riley

Craig Ellis

Buy

downgrade

$8 -> $5

2026-03-25

Reason

B. Riley

Craig Ellis

Price Target

$8 -> $5

AI Analysis

2026-03-25

downgrade

Buy

Reason

B. Riley analyst Craig Ellis lowered the firm's price target on Blaize to $5 from $8 and keeps a Buy rating on the shares. Blaize reported Q4 results above consensus, supported by large project momentum, with 2026 sales guidance slightly higher and strong follow-through suggesting effective pipeline conversion and new offering adoption, the analyst tells investors in a research note. CY26 execution priorities appear on target, with incremental revenue potential, though Q1 sales may be pressured by memory headwinds, the firm says.

B. Riley

NULL -> Buy

initiated

2025-09-09

Reason

B. Riley

Price Target

2025-09-09

initiated

NULL -> Buy

Reason

B. Riley initiated coverage of Blaize with a Buy rating and $9 price target, which offers 184% potential upside. The company is in the \"very early innings\" of an enterprise artificial intelligence adoption cycle, the analyst tells investors in a research note. The firm views Blaize's positioning as \"unique\" with its edge-optimized graph streaming processors products and software stack to complement existing higher-power data center-centric GPU training investments, but lower incremental cost.

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About BZAI

Blaize Holdings, Inc. is a provider of purpose-built, artificial intelligence (AI)-enabled edge computing solutions. The Company provides a full-stack programmable processor architecture suite and a low-code/no-code software platform that enables AI processing solutions for high-performance computing at the network’s edge and in the data center. Its solutions deliver real-time insights and decision-making capabilities. Its products include Blaize Pathfinder, Blaize Xplorer platforms and the Blaize AI Software Suite. It includes Blaize Xplorer X1600E EDSFF Small Form Factor Accelerator, Blaize Xplorer X600M M.2 Small Form Factor Accelerator Platform, Blaize Xplorer X1600P PCIe Accelerator, Blaize Xplorer X1600P-Q PCIe Accelerator, Blaize Pathfinder P1600 Embedded System on Module, and Blaize Pathfinder 1600-DK Embedded Kit. Its AI Studio delivers AI-driven, application end-to-end data operations (DataOps), development operations (DevOps), and Machine Learning operations (MLOps) tools.

About the author

Emily J. Thompson

Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.

BLAIZE HOLDINGS STOCK RISES 43.2% TO $1.59 IN PREMARKET TRADING FOLLOWING Q4 RESULTS

5 days agomoomoo

Stock Performance: Blaize Holdings shares increased by 43.2%, reaching $1.59 in pre-market trading.
Quarterly Results: The surge in share price follows the release of the company's Q4 results.

BLAIZE HOLDINGS INC: D.A. DAVIDSON LOWERS Price Target from $10 to $3

6 days agomoomoo

Company Overview: Blaize Holdings is a company involved in the technology sector, focusing on AI and machine learning solutions.
Stock Price Adjustment: The company has cut its target price significantly from $10 to $3, indicating a major reassessment of its market value.
Market Implications: This drastic reduction in target price may reflect challenges the company is facing or a broader market trend affecting similar tech firms.
Investor Reactions: Investors may need to reevaluate their positions in Blaize Holdings following this announcement, as it could impact future performance and profitability.

Blaize Holdings Q4 Earnings Exceed Expectations

6 days agoseekingalpha

Earnings Highlights: Blaize Holdings, Inc. reported a Q4 GAAP EPS of -$0.03, beating expectations by $0.17, indicating an improvement trend in the company's profitability.
Revenue Growth: The company achieved Q4 revenue of $23.8 million, exceeding market expectations by $1.83 million, suggesting sustained strong demand for its products and potentially laying the groundwork for future growth.
Fiscal Year 2026 Outlook: Blaize anticipates total revenue of $130 million for FY 2026, although an adjusted EBITDA loss is projected between $45 million and $50 million, reflecting challenges faced during its expansion phase.
Stock Compensation Costs: Expected stock-based compensation is approximately $34.4 million, with a weighted average of about 150 million shares outstanding, which will impact future EPS and requires monitoring of investor reactions to potential dilution.

Blaize Reports 20x Revenue Growth in 2025

6 days agoNewsfilter

Significant Revenue Growth: Blaize reported a revenue of $38.6 million in 2025, soaring nearly 20 times from $1.6 million in 2024, demonstrating the company's strong execution and commercialization progress in the AI infrastructure market.
Strong Q4 Performance: The fourth quarter revenue reached $23.8 million, more than doubling from the third quarter, reflecting a sustained increase in demand for efficient AI deployments and further solidifying Blaize's leadership position in the industry.
Strategic Collaboration Expansion: Blaize is advancing its AI inference platform development in partnership with Nokia, with plans to showcase solutions at GITEX Asia, indicating proactive market expansion and technology application in the Asia-Pacific region.
Optimistic Future Outlook: The company expects revenue to reach $130 million in 2026, with adjusted EBITDA losses projected between $45 million and $50 million, reflecting ongoing focus and confidence in AI services monetization and infrastructure investments.