Blaize Holdings, Inc. (BZAI)

Over the past six months, Blaize Holdings, Inc. (BZAI) stock has experienced a significant decline. The stock's 6-month return was -70.4% as of early February 2026. Blaize released its earnings results on May 14, 2025, reporting -$1.61 earnings per share, missing the consensus estimate. Blaize announced a strategic MOU with Nokia Solutions and Networks Singapore. Blaize filed a $250 million mixed securities shelf. In February 2025, the company announced financial guidance and a promising product pipeline. A $30 million private placement in late 2025 extended liquidity, but ongoing cash burn and potential shareholder dilution remain concerns.

There is no explicit information available in the provided search results regarding specific demand seasonality for Blaize's products and services. The company's revenue model includes hardware sales and recurring revenue sharing from edge device and full system/solution charges.

Blaize Holdings, Inc. (BZAI) is a technology company specializing in AI-enabled edge computing solutions, operating in the Software - Application and Semiconductors industries. The company provides a full-stack programmable processor architecture suite and a low-code/no-code software platform for AI processing at the network's edge and in data centers. Its major products include programmable AI processors for enterprise, industrial, commercial, defense, and automotive markets, including the Blaize Pathfinder and Blaize Xplorer platforms, the Graph Streaming Processor (GSP), and the Blaize AI Studio.

Blaize Holdings, Inc. is headquartered in El Dorado Hills, California, United States. The company has a global employee presence, with staff spread across the US, India, UK, and UAE. Blaize also has activities in US defense, a smart city project in South Korea with a partner CBITT, and operations in the Gulf region. A strategic memorandum of understanding (MOU) with Nokia Solutions and Networks Singapore further indicates its reach in Asia Pacific markets.

In the past year, Blaize Holdings, Inc.'s brand reputation has been mixed. Analysts have given Blaize a "Moderate Buy" consensus rating. Zacks Investment Research currently rates BZAI as a "Hold". The company's stock has underperformed both the US Semiconductor industry and the broader US Market over the past year. Short interest in Blaize has recently decreased by 69.11%, which could indicate improving investor sentiment.

Blaize Holdings, Inc. (BZAI) has a significant level of institutional ownership. As of late 2025, 91 institutional owners held a total of 25,417,512 shares, and as of Q4 2025, 149 institutions held shares with a combined market value of approximately $61.00 million, accounting for 49.98% of total shares. Approximately 97.12% of Blaize's stock is owned by institutional investors. Major institutional shareholders include Temasek Holdings (Private) Ltd, BlackRock, Inc., and Vanguard Group Inc. Lane Bess is noted as owning the most shares among individual investors.