BZAIBZAITechnology · Software - Application

BZAI Stock Forecast: Blaize Holdings, Inc. Price Predictions for 2026-2027

Last close, 6 Oct 2026
$0.29
−33.44% on the day

The 5 Wall Street analysts covering Blaize Holdings, Inc. hold a median 12-month price target of $2 — +589.2% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 15 of 100 as at 6 Oct 2026 — in the weakest quartile. The Street sees upside; the factor read is a caution. That gap is the story on this page.

Market cap
$63.1M
Ticker Nerd rank
15 / 100
Median analyst target
$2.00
Analysts covering
5
Revenue$12.0M+504.7% y/y
Operating income−$30.6M
Net income−$28.8M
Free cash flow−$29.2M
Quarterly, 8 quarters to 30 June 2026 · latest quarter's figure shown
Total return, dividends reinvested
1W
−39.0%
1M
−36.9%
YTD
−85.1%
1Y
−94.3%
From 52W high
−95.4%
From 52W low
0.0%
$0.29
$6.29
52-week range, adjusted closes · the dot is the last close
Ticker Nerd rank

BZAI stock analysis: one number for the whole business

Consensus tells you what everyone already believes. The model scores Blaize Holdings, Inc. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.

Where the model ranks itAs at 6 Oct 2026
15 / 100

Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested

Size
83
Growth
72
Issuance
50
Volatility
48
Revisions
30
Accruals
21
Value
8
Momentum
7
Quality
2

Size (83): Smaller than most of the companies we track.

Quality (2): Profits are thin or unreliable for the size of the business, or they are not turning into cash.

Built and run by Aslam Ghouse, an ex-Goldman Sachs quant trader with fourteen years in markets.

Wall Street

BZAI stock forecast 2026-2027: analyst price targets & predictions

The bullish and bearish analyst opinions on BZAI, reported as data — targets and ratings, the market's view beside the model's.

Share price and the analyst range, 12 monthsAdjusted close, US dollars
$0.00$1.00$2.00$3.00$4.00$5.00Jan 26Apr 26Jul 26Oct 26BZAIHigh $2.50Median $2.00Low $1.00

Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.

Data provided by Twelve Data

What Wall Street says5 analysts
4 Buy1 Hold0 Sell
Low $1.00Median $2.00High $2.50

The green dot is the last close — the median target sits +589.2% from it.

Recent analyst actionsNewest first

Of the 19 most recent actions, 0 moved their price target up and 3 moved it down.

DateFirmActionRatingTarget
6 Oct 2026RosenblattDowngradeNeutral$2.00 → $0.40
1 Oct 2026RosenblattMaintainsBuy$2.00
14 Aug 2026B. Riley SecuritiesMaintainsBuy$4.00 → $2.00
14 Aug 2026B. Riley SecuritiesMaintainsBuy—
14 Aug 2026DA DavidsonDowngradeNeutral—
14 Aug 2026DA DavidsonDowngradeNeutral$3.00 → $1.00
29 Apr 2026DA DavidsonMaintainsBuy$3.00
29 Apr 2026DA DavidsonMaintainsBuy—
16 Apr 2026RosenblattMaintainsBuy—
25 Mar 2026B. Riley SecuritiesMaintainsBuy—
25 Mar 2026RosenblattMaintainsBuy—
9 Sept 2025B. Riley SecuritiesInitiatesBuy—
20 Aug 2025RosenblattMaintainsBuy—
15 Aug 2025RosenblattMaintainsBuy—
21 July 2025RosenblattUpgradeBuy—
1 July 2025RosenblattMaintainsNeutral—
15 May 2025RosenblattMaintainsNeutral—
22 Apr 2025RosenblattInitiatesNeutral—
12 Feb 2025DA DavidsonInitiatesBuy—

Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.

Market Radar

This page is one stock. Monday covers all of them.

Computed off the Friday close and sent before the US open.

Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. BZAI appears on the weeks it earns a place.

Free, every Monday. Unsubscribe any time.

Performance

BZAI vs the S&P 500

Both lines are total return — dividends reinvested — so the comparison is honest on both sides.

Over the twelve months to 6 Oct 2026, Blaize Holdings, Inc. returned −94.3% against +17.3% for the S&P 500, dividends included.

BZAI vs S&P 500, last 12 monthsTotal return, rebased to 100
020406080100120Jan 26Apr 26Jul 26Oct 26BZAIS&P 500

Download this chart as an image — free to reuse; link this page as the source.

Data provided by Twelve Data

Estimates

BZAI analyst estimate revisions

Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.

Which way the estimates are movingNext fiscal year
Analysts raising
0
Analysts cutting
2
Fundamentals

Blaize Holdings, Inc. (BZAI) financial data

A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.

Valuation
Trailing P/E
−0.1×

Cheaper than 78% of US stocks

Price / sales
0.8×

Cheaper than 72% of US stocks

Price / book
1.0×

Cheaper than 73% of US stocks

EV / EBITDA
−0.3×

Cheaper than 63% of US stocks

Growth & margins
Revenue growth (YoY)
504.7%

Higher than 98% of US stocks

Earnings growth (YoY)
504.7%

Higher than 95% of US stocks

Gross margin
7.7%

Higher than 8% of US stocks

Operating margin
−255.4%

Higher than 10% of US stocks

Net margin
−160.9%

Higher than 3% of US stocks

Returns & dividend
Return on equity
−426.6%

Higher than 4% of US stocks

Return on assets
−91.8%

Higher than 3% of US stocks

Dividend yield
0.0%

Higher than 1% of US dividend payers

Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.

Key statistics

Blaize Holdings, Inc. (BZAI) statistics: revenue, profit & scale

The headline figures, each with its date. Every row carries its own link — cite it straight from here.

  • Blaize Holdings, Inc. has a market value of $63.1M and an enterprise value of $26.3M.

  • Revenue in the twelve months to 30 June 2026: $50.4M. The latest quarter grew 504.7% year on year.

  • Net income over the same four quarters: −$81.0M, a −160.9% net margin.

  • Diluted earnings per share, trailing twelve months: $−0.68.

  • Free cash flow in the twelve months to 30 June 2026: −$83.4M.

  • Shares outstanding: 142.8M.

  • Trailing P/E: −0.1×; forward P/E: −1.0× — the forward figure prices analyst consensus estimates, not reported earnings.

  • Forward dividend yield: 0.00%, paying out 0% of earnings.

  • Blaize Holdings, Inc. employs 228 people — $221K of revenue per employee.

Statement figures: company filings via Twelve Data, four quarters to 30 June 2026 · market figures as at 6 Oct 2026

Data provided by Twelve Data

Peers

BZAI vs competitors

The nearest names by industry and size, scored by the same model — like for like.

Its peer group, ranked by the same modelSoftware - Application
CompanyMarket capTKN rank
BZAIBlaize Holdings, Inc.$63.1M
15
PHUNPhunware, Inc.$41.2M
16
REKRRekor Systems, Inc.$44.2M
62
CRGOFreightos Ltd.$44.6M
48
ATHRAether Holdings, Inc.$37.9M
21
IDNIntellicheck, Inc.$46.8M
71
RPGLRepublic Power Group Ltd.$36.4M
2

Look up any of the roughly 4,600 stocks we score.

The rank is the raw material. Whether the rules would actually own Blaize Holdings, Inc. — and when they’d sell — is the membership. See the Ticker Nerd 20 →

News

Latest BZAI news & analysis

Blaize Provides Preliminary Third Quarter 2026 Revenue Update and Full-Year Guidance Update

GlobeNewsWire · 6 Oct 2026neutral

Blaize Holdings announced preliminary third quarter 2026 revenue and provided an update to its previously issued full-year 2026 revenue guidance, with details described in a Form 8-K filed with the SEC on October 5, 2026.

Why it matters — Blaize watchers would care because the preliminary revenue figures and revised full-year guidance offer an early look at the company's recent financial performance and near-term outlook.

BZAI Investors Have Opportunity to Lead Blaize Holdings, Inc. Securities Fraud Lawsuit with SBS Law

PRNewsWire · 5 Oct 2026negative

A shareholder rights law firm, Schall, Brown & Schwartz LLP, is notifying investors of a securities fraud class action lawsuit against Blaize Holdings, Inc. (NASDAQ: BZAI) alleging violations of the Securities Exchange Act of 1934. The firm is inviting BZAI shareholders who purchased during the specified class period to contact them about lead plaintiff appointments.

Why it matters — The announcement of a securities fraud class action lawsuit against BZAI signals potential legal and regulatory concerns for the company that shareholders and prospective investors may want to monitor.

Blaize Holdings, Inc. Sued for Securities Law Violations - Contact the DJS Law Group to Discuss Your Rights - BZAI

PRNewsWire · 5 Oct 2026negative

The DJS Law Group has reminded investors of a class action lawsuit against Blaize Holdings, Inc. (NASDAQ: BZAI) alleging violations of Sections 10(b) and 20(a) of the Securities Exchange Act of 1934 and Rule 10b-5. Shareholders who purchased shares during the class period are encouraged to contact the firm regarding lead plaintiff appointments.

Why it matters — A securities class action lawsuit against Blaize creates legal and regulatory exposure for the company that BZAI shareholders should be aware of.

BZAI Investors Have Opportunity to Lead Blaize Holdings, Inc. Securities Fraud Lawsuit with SBS Law

GlobeNewsWire · 1 Oct 2026negative

SBS Law, a shareholder rights litigation firm, announced a reminder of a securities fraud class action lawsuit against Blaize Holdings, Inc. (BZAI) alleging violations of the Securities Exchange Act of 1934. The firm is encouraging shareholders who purchased BZAI shares during the class period to contact them regarding potential lead plaintiff appointments.

Why it matters — BZAI watchers would care because the company faces a securities fraud class action, which introduces legal and reputational risk for the stock.

FAQ

Frequently asked questions about BZAI stock

What is the BZAI stock price forecast for 2026-2027?

The 5 Wall Street analysts covering Blaize Holdings, Inc. have a median 12-month price target of $2, with estimates ranging from $1 to $2.5. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.

Is BZAI stock a buy right now?

Of the 5 analysts covering Blaize Holdings, Inc., 4 rate it a Buy, 1 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks Blaize Holdings, Inc. 15 out of 100 across roughly 4,600 US stocks as at 6 Oct 2026. None of this is personal advice — it does not consider your circumstances.

How does Ticker Nerd's model rank BZAI?

As at 6 Oct 2026, Blaize Holdings, Inc. ranks 15 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Size (83 of 100).

Will BZAI stock go up?

No one can know that. What the data says: the median 12-month target from 5 analysts implies +589.2% from the last close, and Ticker Nerd's factor model ranks Blaize Holdings, Inc. 15 out of 100 as at 6 Oct 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.

What is the BZAI stock forecast for 2030?

No analyst covering Blaize Holdings, Inc. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for BZAI are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $1 to $2.5 over the next 12 months.

How has BZAI stock performed over the past year?

Blaize Holdings, Inc. returned -94.3% over the 12 months to 6 Oct 2026, with dividends reinvested. Past performance does not indicate future returns.

What does Blaize Holdings, Inc. do?

Blaize Holdings, Inc. is an artificial intelligence and semiconductor company focused on edge computing solutions.

What is the latest news on BZAI?

The most recent item we track (GlobeNewsWire, 6 Oct 2026): "Blaize Provides Preliminary Third Quarter 2026 Revenue Update and Full-Year Guidance Update". Blaize Holdings announced preliminary third quarter 2026 revenue and provided an update to its previously issued full-year 2026 revenue guidance, with details described in a Form 8-K filed with the SEC on October 5, 2026.

Company

About Blaize Holdings, Inc.

Blaize Holdings, Inc. is an artificial intelligence and semiconductor company focused on edge computing solutions. Blaize develops programmable AI processors, embedded modules, accelerator platforms, and full-stack computing systems designed to run computer vision, advanced video analytics, and AI inference at the network edge and in data-center environments. Its product portfolio also includes low-code and no-code software tools that help organizations deploy AI applications without requiring deep source-code expertise. Blaize serves markets such as smart city infrastructure, defense, retail, automotive, enterprise computing, and industrial applications, where fast, efficient on-device AI processing is important. The company’s offerings are designed to support real-time decision-making across connected devices, sensors, and enterprise systems. Founded in 2010 and headquartered in El Dorado Hills, California, Blaize Holdings, Inc. plays a specialized role in the growing market for energy-efficient AI computing infrastructure.

CEO Mr. Dinakar Munagala · 228 employees · United States · https://www.blaize.com