Blaize Holdings, Inc. (BZAI)
Technology · NGM
Fundamentals
Valuation and ratings
Blaize Holdings, Inc. trades at USD0.90, which is 56% above the USD0.40 our discounted cash flow model puts on the business. On that measure it screens as expensive, which is not the same as saying it will fall.
Our moat model scores it 20 out of 100, which is little in the way of a moat. A moat is a structural reason competitors cannot take the profits away, and it matters more to a long holding period than any single quarter's numbers do.
BZAI earnings and analyst estimates
Recommendation mix, 4 analyst ratings
Estimates are the published analyst consensus and move often. An earnings date is scheduled, not certain, and a share tends to reprice most violently on the day itself.
About Blaize Holdings, Inc.
Blaize Holdings, Inc. provides artificial intelligence (AI)-enabled edge computing solutions. Its portfolio includes programmable AI processors in a broad range of form factors, deployable across several verticals, including smart city, defense, retail and enterprise markets; and AI computing platforms that enable applications, such as computer vision, advanced video analytics, and AI inference, as well as software tools that allows non-expert practitioners to deploy AI applications on its hardware without the need to learn or use source code. The company also offers the GSP, an AI computing accelerator for computer vision, machine learning, and AI applications; compute cards, such as peripheral component interconnected express card and other cards; software development kit; Blaize AI Studio, a visual no-code or low-code environment intended to simplify the creation and deployment of AI models; and strategic consulting services. The company has a strategic collaboration with Winmate Inc. for the development of rugged edge AI solutions for industrial and mission-critical operations. Blaize Holdings, Inc. was founded in 2010 and is headquartered in El Dorado Hills, California.
BZAI passes 2 of our 30 screens today
Each screen prints the exact criteria it used, and the circumstances in which it is wrong.
Super investor ownership
3 of the funds we track reported a position in their latest SEC 13F filing. Largest first:
- Renaissance Technologies, RENAISSANCE TECHNOLOGIES LLC$2.56M · 0.0% of book
- Cliff Asness, AQR CAPITAL MANAGEMENT LLC$2.20M · 0.0% of book
- Ken Griffin, CITADEL ADVISORS LLC$140.1K · 0.0% of book
A word of warning on reading these figures: a 13F reports the market value of a holding, so a fund that traded nothing at all still appears to have sold when the price fell. We found 102 companies where the standard reading gives the opposite answer. Only the share count is honest.
Common questions
Is Blaize Holdings, Inc. (BZAI) undervalued?
Against our discounted cash flow estimate of USD0.40, BZAI at USD0.90 is 56% above fair value. That is one model's answer, not a recommendation, and most of a DCF's output sits in a terminal value nobody can forecast.
Which funds own BZAI?
3 of the institutions we track reported a position in BZAI in their most recent SEC 13F filing. A 13F is filed up to 45 days after quarter end, so it tells you what a fund held then, not what it holds now.
When does BZAI report earnings next?
Blaize Holdings, Inc. is scheduled to report on 13 Aug 2026. Companies move earnings dates, so read it as scheduled rather than certain.
The full research page for BZAI, with financial statements, ownership detail, peer comparison and alerts, is free inside the app.
Data from company filings, exchange quotes and SEC EDGAR 13F disclosures. Quotes are delayed. Metrics we do not have are left out rather than estimated. Educational information, not financial advice.