Blaize Holdings, Inc. (NASDAQ:BZAI) Given Average Rating of “Moderate Buy” by Brokerages

Shares of Blaize Holdings, Inc. (NASDAQ:BZAI) have been assigned a consensus recommendation of “Moderate Buy” from the six ratings firms that are presently covering the stock, Marketbeat reports. One equities research analyst has rated the stock with a sell rating, one has issued a hold rating and four have given a buy rating to the company. The average twelve-month price objective among brokers that have issued a report on the stock in the last year is $4.6250.

A number of equities research analysts have issued reports on the stock. DA Davidson reaffirmed a “buy” rating and issued a $3.00 price objective on shares of Blaize in a research report on Wednesday, April 29th. Wall Street Zen downgraded shares of Blaize from a “sell” rating to a “strong sell” rating in a research report on Saturday. B. Riley Financial reduced their price objective on shares of Blaize from $8.00 to $5.00 and set a “buy” rating for the company in a research report on Wednesday, March 25th. Weiss Ratings reaffirmed a “sell (e+)” rating on shares of Blaize in a research report on Friday, March 27th. Finally, Zacks Research downgraded shares of Blaize from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, April 28th.

More Blaize News

Here are the key news stories impacting Blaize this week:

• Neutral Sentiment: Blaize released its Q1 2026 results and held its earnings call, giving investors fresh details on execution and the outlook for its edge AI computing business. Blaize Announces First Quarter 2026 Financial Results
• Neutral Sentiment: The company’s reported loss came in at $0.19 per share, wider than expectations cited in some coverage, while revenue was $2.74 million, which added to concerns about profitability and execution. MarketBeat earnings report and transcript link
• Negative Sentiment: Multiple law firms, including Bragar Eagel & Squire, Pomerantz, and Schall, announced investigations into possible securities-law violations at Blaize, which can weigh on investor sentiment and raise legal overhang concerns. Bragar Eagel & Squire investigation
• Negative Sentiment: Additional investor alerts and fraud-investigation notices followed the earnings release, increasing uncertainty and suggesting more downside risk until the legal questions are resolved. Pomerantz investor alert

Insider Buying and Selling at Blaize

In other news, CFO Harminder Sehmi sold 123,460 shares of the firm’s stock in a transaction that occurred on Monday, April 20th. The shares were sold at an average price of $2.28, for a total transaction of $281,488.80. Following the completion of the sale, the chief financial officer owned 381,600 shares in the company, valued at $870,048. This trade represents a 24.44% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Dinakar Munagala sold 50,000 shares of the firm’s stock in a transaction that occurred on Friday, April 17th. The stock was sold at an average price of $2.54, for a total transaction of $127,000.00. Following the sale, the chief executive officer owned 551,422 shares of the company’s stock, valued at approximately $1,400,611.88. The trade was a 8.31% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 314,069 shares of company stock worth $668,489 over the last three months. 17.40% of the stock is currently owned by insiders.

Institutional Investors Weigh In On Blaize

Several large investors have recently modified their holdings of BZAI. Goldman Sachs Group Inc. purchased a new stake in shares of Blaize during the 1st quarter worth approximately $348,000. Geode Capital Management LLC increased its stake in shares of Blaize by 0.5% during the 2nd quarter. Geode Capital Management LLC now owns 655,679 shares of the company’s stock worth $1,955,000 after purchasing an additional 3,031 shares during the last quarter. XTX Topco Ltd purchased a new stake in shares of Blaize during the 2nd quarter worth approximately $189,000. AQR Arbitrage LLC purchased a new stake in shares of Blaize during the 2nd quarter worth approximately $298,000. Finally, SG Americas Securities LLC purchased a new stake in shares of Blaize during the 3rd quarter worth approximately $102,000. Hedge funds and other institutional investors own 97.12% of the company’s stock.

Blaize Stock Performance

Shares of BZAI stock opened at $1.31 on Friday. Blaize has a 52-week low of $1.00 and a 52-week high of $6.76. The company has a 50-day simple moving average of $1.66 and a two-hundred day simple moving average of $1.97. The company has a market capitalization of $161.54 million, a price-to-earnings ratio of -1.75 and a beta of 0.08.

Blaize (NASDAQ:BZAI) last issued its quarterly earnings data on Thursday, May 14th. The company reported ($0.19) earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of ($0.13) by ($0.06). Blaize had a negative return on equity of 709.53% and a negative net margin of 202.65%.The firm had revenue of $2.74 million during the quarter. On average, sell-side analysts forecast that Blaize will post -0.48 EPS for the current fiscal year.

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.