Blaize Holdings, Inc. $BZAI reported second-quarter 2026 revenue of $11.985 million, up sharply from a year earlier, though still below Wall Street’s estimate of $13.958 million. The company’s gross profit came in at $918,000, while operating loss widened to -$30.604 million.
Net loss attributable to common shareholders was -$28.809 million, or -$0.21 per diluted share, compared with the prior year period. Cash used in operating activities was -$28.667 million, while capital spending totaled $523,000.
On the balance sheet, Blaize ended the quarter with $36.847 million in cash and cash equivalents and $36.724 million in total liabilities. The stock fell 36.75% after the market close following the release.
- Revenue rose 370.92% year over year to $11.985 million.
- Operating loss was -$30.604 million.
- Net loss attributable to common shareholders was -$28.809 million.
- Cash and cash equivalents stood at $36.847 million.
Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.
Blaize Holdings, Inc. Insider Trading Activity
Blaize Holdings, Inc. insiders have traded $BZAI stock on the open market 8 times in the past 6 months. Of those trades, 0 have been purchases and 8 have been sales.
Here’s a breakdown of recent trading of $BZAI stock by insiders over the last 6 months:
- HARMINDER SEHMI (Chief Financial Officer) has made 0 purchases and 4 sales selling 245,287 shares for an estimated $491,031.
- ANTHONY CANNESTRA has made 0 purchases and 3 sales selling 150,000 shares for an estimated $239,000.
- DINAKAR MUNAGALA (Chief Executive Officer) sold 50,000 shares for an estimated $127,000
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
Blaize Holdings, Inc. Hedge Fund Activity
We have seen 83 institutional investors add shares of Blaize Holdings, Inc. stock to their portfolio, and 52 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- BLACKROCK, INC. added 1,742,482 shares (+30.9%) to their portfolio in Q2 2026, for an estimated $2,404,625
- TEMASEK HOLDINGS (PRIVATE) LTD removed 1,737,049 shares (-67.0%) from their portfolio in Q2 2026, for an estimated $2,397,127
- MARSHALL WACE, LLP added 1,607,810 shares (+inf%) to their portfolio in Q2 2026, for an estimated $2,218,777
- RENAISSANCE TECHNOLOGIES LLC removed 1,404,159 shares (-100.0%) from their portfolio in Q2 2026, for an estimated $1,937,739
- MILLENNIUM MANAGEMENT LLC removed 967,607 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $1,761,044
- AQR CAPITAL MANAGEMENT LLC added 928,482 shares (+328.1%) to their portfolio in Q1 2026, for an estimated $1,689,837
- NUVEEN, LLC added 838,859 shares (+725.0%) to their portfolio in Q2 2026, for an estimated $1,157,625
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.
Blaize Holdings, Inc. Analyst Ratings
Wall Street analysts have issued reports on $BZAI in the last several months. We have seen 1 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- DA Davidson issued a "Buy" rating on 04/29/2026
To track analyst ratings and price targets for Blaize Holdings, Inc., check out Quiver Quantitative's $BZAI forecast page.
Blaize Holdings, Inc. Price Targets
Multiple analysts have issued price targets for $BZAI recently. We have seen 3 analysts offer price targets for $BZAI in the last 6 months, with a median target of $5.0.
Here are some recent targets:
- Gil Luria from DA Davidson set a target price of $3.0 on 04/29/2026
- Kevin Cassidy from Rosenblatt set a target price of $6.0 on 04/16/2026
- Craig Ellis from B. Riley Securities set a target price of $5.0 on 03/25/2026
