Monitor Q2 for delivery of $10–12 million under the new NeoTensr contract and assess whether supply chain issues are resolved; the stock may react positively if execution improves, but skepticism remains around full-year guidance.
Price Chart
Executive Summary
Blaize reported preliminary Q1 2026 revenue of $2.7 million, significantly below its $130 million annual guidance, due to memory supply constraints. The company also announced a new $50 million contract with NeoTensr, adding to prior business, signaling future revenue potential.
Key Financial Metrics
Key Facts
- Preliminary Q1 2026 revenue is $2.7 million, down sharply from $23.8 million in Q4 2025
- Revenue shortfall attributed to global memory shortages impacting server supply
- New $50 million contract with NeoTensr announced, with $10–12 million expected to be fulfilled in Q2
- Company maintains full-year 2026 revenue guidance of $130 million despite weak start
Financial Impact
Q1 revenue of $2.7 million implies a 90% sequential decline from Q4 2025; full-year guidance implies 300% growth in the remaining three quarters
Risk Factors
- Failure to meet full-year revenue guidance due to persistent supply chain issues
- Market skepticism over the achievability of $130 million annual revenue after weak Q1
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001871638-26-000019 |
| Exhibit: exhibit991-pressreleaseq12.htm | 0001871638-26-000019 |
| Document: 0001871638-26-000019-index-headers.html | 0001871638-26-000019 |
| Document: 0001871638-26-000019-index.html | 0001871638-26-000019 |
| Document: 0001871638-26-000019.txt | 0001871638-26-000019 |
| 8-K Data (Synthetic) | 0001871638-26-000019 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
May 14, 2026 23w ago | 8-K | $0.2901 $0.2250 | ▼ −22.44% | ▼ −26.96% | — |
May 6, 2026 24w ago | 8-K | $0.2901 $0.1979 | ▲ +31.78% | ▲ +33.84% | — |
Apr 22, 2026 26w ago | 8-K | $0.2901 $0.2601 | ▼ −10.34% | ▼ −15.36% | — |
Apr 14, 2026 27w ago | 8-K | $0.2901 $0.3254 | ▲ +12.17% | ▲ +4.03% | — |
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