Blaize Holdings, Inc. (BZAI; BZAIW) said it expects to report preliminary revenue of approximately $0.5 million for the third quarter ended September 30, 2026.
The company revised its full-year 2026 revenue guidance to a range of $32.0 million to $36.0 million, citing binding, non-cancellable purchase orders from NeoTensr and a new purchase order from an existing customer that is in process of signature.
- Preliminary third-quarter 2026 revenue: approximately $0.5 million.
- Revised full-year 2026 revenue guidance: $32.0 million to $36.0 million.
- NeoTensr shipments during the quarter relate to Blaize's April 2026 contract for up to $50.0 million.
- Blaize said it has sufficient inventory to partially fulfill orders in the fourth quarter and is working with suppliers for the remaining inventory before year-end.
- The preliminary third-quarter estimate remains subject to completion of quarter-end closing procedures.
$BZAIW Hedge Fund Activity
We have seen 4 institutional investors add shares of $BZAIW stock to their portfolio, and 8 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- HUDSON BAY CAPITAL MANAGEMENT LP removed 101,911 shares (-22.4%) from their portfolio in Q2 2026, for an estimated $33,661
- IONIC CAPITAL MANAGEMENT LLC removed 84,427 shares (-100.0%) from their portfolio in Q2 2026, for an estimated $27,886
- CLEAR STREET GROUP INC. removed 70,054 shares (-34.8%) from their portfolio in Q2 2026, for an estimated $23,138
- WOLVERINE ASSET MANAGEMENT LLC removed 55,646 shares (-13.7%) from their portfolio in Q2 2026, for an estimated $18,379
- STONEX GROUP INC. added 45,830 shares (+inf%) to their portfolio in Q2 2026, for an estimated $15,137
- SCULPTOR CAPITAL LP removed 33,911 shares (-15.2%) from their portfolio in Q2 2026, for an estimated $11,200
- GROUND SWELL CAPITAL, LLC removed 10,357 shares (-100.0%) from their portfolio in Q2 2026, for an estimated $3,420
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
