Blaize Holdings reports preliminary Q3 2026 revenue of $0.5 million and revises full-year guidance to $32-36 million.
Quiver AI Summary
Blaize Holdings, Inc. has announced its preliminary revenue for the third quarter of 2026, projecting around $0.5 million, which is subject to change based on quarter-end procedures. The company is also revising its full-year revenue guidance to between $32.0 million and $36.0 million, supported by binding purchase orders, including a contract with NeoTensr. Blaize noted the importance of timely product shipments and customer payments, which could affect revenue recognition. The company specializes in programmable AI solutions for various industries and provides a platform that integrates AI inference workloads across different environments.
Potential Positives
- Blaize Holdings anticipates preliminary third-quarter revenue of approximately $0.5 million, indicating ongoing business activity and demand for its products.
- The company has updated its full-year 2026 revenue guidance to a range of $32.0 million to $36.0 million, reflecting a positive outlook backed by binding purchase orders.
- New purchase orders from existing customers and shipments to NeoTensr are expected to drive future revenue growth, particularly with a significant contract announced earlier in the year.
- Blaize has sufficient inventory to partially fulfill orders in the fourth quarter, showcasing effective inventory management and preparedness to meet demand.
Potential Negatives
- The company's preliminary revenue estimate of approximately $0.5 million for Q3 2026 is significantly lower than expected, suggesting potential operational or market challenges.
- Blaize is revising its full-year 2026 revenue guidance down to between $32.0 million and $36.0 million, signaling a reduced outlook that may impact investor confidence.
- There is a risk of delays in receiving payments from customers, which could adversely affect the company's revenue recognition for the year, highlighting operational vulnerabilities.
FAQ
What is Blaize Holdings, Inc.'s preliminary revenue estimate for Q3 2026?
Blaize expects preliminary revenue of approximately $0.5 million for the third quarter ending September 30, 2026.
How has Blaize revised its full-year revenue guidance for 2026?
The full-year revenue guidance for 2026 is revised to be between $32.0 million and $36.0 million.
What factors influenced the revision of Blaize's revenue guidance?
The revision is based on binding purchase orders and expectations regarding shipment timing and working capital management.
What major contracts are affecting Blaize's revenue outlook?
The revenue outlook is influenced by a contract with NeoTensr for up to $50.0 million and additional existing customer orders.
Where is Blaize Holdings, Inc. headquartered?
Blaize is headquartered in San Jose, California, with a presence across North America, Europe, the Middle East, and Asia.
Disclaimer: This is an AI-generated summary of a press release distributed by GlobeNewswire. The model used to summarize this release may make mistakes. See the full release here.
$BZAI Insider Trading Activity
$BZAI insiders have traded $BZAI stock on the open market 7 times in the past 6 months. Of those trades, 0 have been purchases and 7 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 2 sales selling 100,000 shares for an estimated $151,500.
- 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.
$BZAI Revenue
$BZAI had revenues of $12M in Q2 2026. This is an increase of 370.92% from the same period in the prior year.
You can track BZAI financials on Quiver Quantitative's BZAI stock page.
You can access data on BZAI stock through the Quiver Quantitative API.
$BZAI Hedge Fund Activity
We have seen 81 institutional investors add shares of $BZAI stock to their portfolio, and 37 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- LAZARD ASSET MANAGEMENT LLC added 1,986,835 shares (+inf%) to their portfolio in Q2 2026, for an estimated $2,741,832
- 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
- NUVEEN, LLC added 838,859 shares (+725.0%) to their portfolio in Q2 2026, for an estimated $1,157,625
- MILLENNIUM MANAGEMENT LLC added 817,912 shares (+inf%) to their portfolio in Q2 2026, for an estimated $1,128,718
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.
$BZAI 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 $BZAI, check out Quiver Quantitative's $BZAI forecast page.
$BZAI Price Targets
Multiple analysts have issued price targets for $BZAI recently. We have seen 2 analysts offer price targets for $BZAI in the last 6 months, with a median target of $4.5.
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
Full Release
SAN JOSE, Calif., Oct. 05, 2026 (GLOBE NEWSWIRE) -- Blaize Holdings, Inc. (Nasdaq: BZAI; BZAIW) (“Blaize” or the “Company”) , a leader in programmable, energy-efficient AI computing, today announced its preliminary third quarter 2026 revenue. The Company also provided an update regarding its previously issued full-year 2026 revenue guidance. These matters are further described in a Current Report on Form 8-K filed today with the U.S. Securities and Exchange Commission.
Preliminary Third Quarter 2026 Revenue and Full Year Outlook
The Company expects to report preliminary revenue of approximately $0.5 million for the third quarter ending September 30, 2026.
The Company’s preliminary third-quarter revenue estimate is based on currently available information and remains subject to completion of the Company’s quarter-end closing procedures. Actual results could differ materially from this preliminary estimate.
Given the foregoing and as noted below, the Company is revising its full-year revenue guidance for 2026 to be between $32.0 million and $36.0 million. The revised guidance is based on binding, non-cancellable purchase orders from NeoTensr and a new purchase order from an existing customer in process of signature. The product shipments to NeoTensr this quarter relate to the contract announced by the Company in April 2026 for up to $50.0 million. The revision reflects the Company’s updated expectations regarding shipment timing and management of working capital to meet inventory purchase needs. The Company has sufficient inventory on hand to partially fulfill the orders in the fourth quarter and is working with suppliers to obtain the balance before the year end. Any increased costs that are able to be passed through to customers or new customer commitments received during the fourth quarter that can be fulfilled through inventory on hand or software service agreements and recognized in the quarter would be additive to the Company’s revenue expectations. Should there be delays in timing or in receiving payments from customers scheduled during the fourth quarter, the Company’s revenue recognition for the year could be adversely affected.
About Blaize
Blaize delivers a programmable AI platform, purpose-built for AI inference workloads in real-world environments. Its Hybrid AI architecture combines the Blaize GSP (Graph Streaming Processor) with GPU-based infrastructure, enabling AI inference workloads to run across edge, cloud, and data center. Blaize solutions support computer vision, multimodal AI, and sensor-driven applications across smart cities, industrial automation, telecommunications, retail, logistics, and mission-critical operations. Blaize is headquartered in San Jose, California, with a presence across North America, Europe, the Middle East, and Asia. Visit
www.blaize.com
or follow us on LinkedIn @blaizeinc.
Cautionary Statement Regarding Forward-Looking Statements
This press release contains forward-looking statements within the meaning of the federal securities laws. All statements other than statements of historical fact contained in this press release are forward-looking statements, including statements regarding the Company’s preliminary estimated revenue for the three months ended September 30, 2026, and the Company’s guidance and expectations for the fourth quarter of 2026.
Forward-looking statements are based on management’s current expectations and are subject to risks, uncertainties and changes in circumstances, many of which are outside the Company’s control. Actual results may differ materially from those expressed or implied by these forward-looking statements. Important factors that could cause actual results to differ materially are discussed in the Company’s filings with the Securities and Exchange Commission, including the risk factors described in the Company’s Annual Report on Form 10-K for the year ended December 31, 2025, filed with the SEC on March 24, 2026, as amended on April 30, 2026. Forward-looking statements speak only as of the date of this press release, and the Company assumes no obligation to update them except as required by law.
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