Blaize Holdings (BZAI): Assessing Valuation After Major AI Contracts and New Global Collaborations
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Oct 16 2025
0mins
Source: Yahoo Finance
Blaize Holdings Contracts: Blaize Holdings has gained investor interest with two significant AI contracts, including a $56 million smart city project and a $120 million hybrid AI deal in the Asia-Pacific region.
Stock Performance and Risks: Despite a recent 49% surge in share price, Blaize Holdings has a 1-year total shareholder return of -54%, indicating execution risks and market skepticism about its financial health, highlighted by a negative price-to-book ratio of -134.2x.
Analyst Views on BZAI
Wall Street analysts forecast BZAI stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for BZAI is 8.50 USD with a low forecast of 6.50 USD and a high forecast of 10.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
4 Analyst Rating
4 Buy
0 Hold
0 Sell
Strong Buy
Current: 2.110
Low
6.50
Averages
8.50
High
10.00
Current: 2.110
Low
6.50
Averages
8.50
High
10.00
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.
