BLZE
Backblaze, Inc.Price
Daily candles with volume. Pins mark insider trades, rating changes, 13F stakes, reports, catalysts and short-interest jumps.
- A Jun 23 Craig-Hallum upgrades
- X Aug 14 Short interest falls 33.7% to 1.79M
- S Aug 21 2 insiders sell $236.7K at $15.82
- X Aug 31 Short interest jumps 135.6% to 4.21M
- X Sep 15 Short interest jumps 30.8% to 5.51M
- X Sep 30 Short interest jumps 25.4% to 6.91M
Signal stack
Where each data set points today.
- InsidersBEARISH
2 insiders sold $236.7K.
- InstitutionsBULLISH
Q2 2026: 39 added (1 new), 7 trimmed or exited. Largest new: Driehaus Capital Management $42.6M.
- AnalystsBULLISH
11 of 13 rate it Buy or better. Every target is above the price.
- EstimatesRISING
Current-quarter EPS estimate $0.027 → $0.060 over 90 days. 0 up, 1 down in 30 days.
- Short sellersSTEADY
Short interest +3.9% to 7.18M shares. 4.6 days to cover, ≈11.6% of shares.
- TrendDOWNTREND
29% below its 50-day average.
Who's buying
13F· Q2 2026| Fund | Move | Value |
|---|---|---|
| BlackRock, Inc. | ADD | $74.9M |
| DRIEHAUS CAPITAL MANAGEMENT LLC | NEW | $42.6M |
| Connor, Clark & Lunn Investment Management Ltd. | ADD | $18.3M |
| Qube Research & Technologies Ltd | ADD | $12.2M |
| RENAISSANCE TECHNOLOGIES LLC | TRIM | $12.1M |
| Nuveen, LLC | DOUBLED | $9.2M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | ADD | $8.7M |
| MILLENNIUM MANAGEMENT LLC | DOUBLED | $7.9M |
Quarterly 13F filings are due 45 days after each quarter ends.
The Street
13 analystsPrice is below the lowest target. Median implies +149%.Targets as of Oct 27, 2026.
| Date | Firm | Rating |
|---|---|---|
| Sep 10, 2026 | Needham REITERATE | Buy |
| Aug 4, 2026 | Oppenheimer MAINTAIN | Outperform |
| Aug 4, 2026 | B. Riley Securities MAINTAIN | Buy |
| Aug 4, 2026 | Citizens MAINTAIN | Market Outperform |
| Aug 4, 2026 | Needham MAINTAIN | Buy |
| Jul 23, 2026 | Citizens MAINTAIN | Market Outperform |
Insider ledger
Form 4| Date | Insider | Type | Value |
|---|---|---|---|
| Aug 21, 2026 | Suidan Marc Chief Financial Officer | SELL | $33.4K |
| Aug 21, 2026 | Budman Gleb CEO and Chairperson | SELL | $203.4K |
| Aug 20, 2026 | Budman Gleb CEO and Chairperson | TO ISSUER | $180.0K |
| Aug 20, 2026 | Suidan Marc Chief Financial Officer | TO ISSUER | $180.0K |
| May 26, 2026 | NELSON BARBARA H Director | AWARD | 19,306 sh |
| May 26, 2026 | Carter Miller Jocelyn Director | AWARD | 19,306 sh |
| May 26, 2026 | FRY EARL E Director | AWARD | 19,306 sh |
| May 26, 2026 | D An Evelyn Director | AWARD | 19,306 sh |
Earnings setup
Estimates| Period | EPS est. | Range | 30D rev. | Revenue |
|---|---|---|---|---|
| Current Q | $0.06 | $0.05–$0.07 | +0.0% | $44.6M |
| Next Q | 🔒 Fresh data, subscribers only | |||
| Current FY | 🔒 Fresh data, subscribers only | |||
| Next FY | 🔒 Fresh data, subscribers only | |||
Short side
FINRA· Oct 15, 2026SecBot reports
4 filings · 0 bullish · 0 bearish · 4 neutral- NEUTRAL CLUSTERAug 24, 2026
Backblaze CEO and CFO sold a combined $237K in open-market sales on August 21, 2026, with the CEO…
The insider sales are too small to be informative — monitor the next 10-Q for any fundamental changes, but no immediate action is warranted. The strong institutional accumulation and analyst…
- NEUTRAL 8-KJul 2, 2026
Backblaze amended its credit agreement with Citizens Bank to raise the capital lease threshold to…
This amendment signals potential future infrastructure spending (data centers, servers) financed via capital leases. Monitor for subsequent capital lease disclosures or 10-Q filings that reveal…
- NEUTRAL INST-CLUSTERJun 11, 2026
Three mega-passive institutional investors (State Street, Fidelity, Morgan Stanley) collectively…
The cluster is entirely passive/index-driven with no active manager participation, making it a weak standalone signal. Monitor next 13F cycle for active fund entries or exits, which would carry more…
- NEUTRAL DEFA14AApr 15, 2026
Backblaze, Inc. filed a definitive proxy statement (DEFA14A) for its 2026 annual meeting, where…
No immediate trading action required. Monitor for any future activism or changes in board composition.
All BLZE filing & press-release reports (4)
- CLUSTER reportAug 24, 2026
- 8-K reportJul 2, 2026
- INST-CLUSTER reportJun 11, 2026
- DEFA14A reportApr 15, 2026