SecBot SecBot

BZAI

Blaize Holdings, Inc.
Nasdaq· Semiconductors & Related Devices· Inc. DE· CIK 0001871638 Semiconductors
$0.1903 −0.05 (−20.38%)
Oct 26 4:00 PM ET · prev $0.2390
Market cap
$35.7M
Nano cap
Consensus
Buy
82% Buy or better · 11 analysts
Median target
$1.75
+820% · range $1.00–2.50
Next earnings
Nov 12
in 17 days · EPS est. −$0.11
1 year
−95.8%
from $4.52 · Oct 27
30 days
−61.6%
from $0.4960
52-week range
$0.1903–4.52
at the low
Avg volume 20D
2.99M
Oct 6 spike 14.50M
Short interest
18.73M
≈12.9% of shares · +8.3%
Days to cover
5.7
at average volume
Insider net
−$949.5K
0 buyers · 3 sellers · 12 mo
New fund stakes
0
Q2 2026 13F · 0 exits
SecBot read BEARISH 6 reports · 90 days
Balance 3 bearish · 1 bullish · 2 neutral oldest → newest, height = score
Avg score ·High conf. 5/6 ·Next Earnings date, Nov 12, 2026
Strongest BEARISH Blaize reported preliminary Q3 2026 revenue of ~$0.5M, a catastrophic miss vs the $12.6M consensus, and…
All reports →

Price

Daily candles with volume. Pins mark insider trades, rating changes, 13F stakes, reports, catalysts and short-interest jumps.

  • S Apr 17 to Apr 20 2 days of insider sells: $408.5K by 2 insiders, avg $2.35
  • S May 1 1 insider sell $80.0K at $1.97
  • S May 11 1 insider sell $92.5K at $1.85
  • S Jun 1 to Jun 8 2 days of insider sells: $157.9K by 2 insiders, avg $1.74
  • S Jul 1 to Jul 6 2 days of insider sells: $123.1K by 2 insiders, avg $1.36
  • E Sep 25 M&A: BZAI Lead Plaintiff Deadline: Robbins LLP Reminds Investor…
  • R Oct 6 Blaize reported preliminary Q3 2026 revenue of ~$0.5M, a catastrophi…
  • A Oct 6 Rosenblatt downgrades

Signal stack

Where each data set points today.

  • InsidersBEARISH

    3 insiders sold $949.5K.

  • InstitutionsBULLISH

    Q2 2026: 24 added (0 new), 5 trimmed or exited.

  • AnalystsBULLISH

    9 of 11 rate it Buy or better. Every target is above the price.

  • EstimatesFALLING

    Current-quarter EPS estimate −$0.093 → −$0.110 over 90 days. 0 up, 1 down in 30 days.

  • Short sellersSTEADY

    Short interest +8.3% to 18.73M shares. 5.7 days to cover, ≈12.9% of shares.

  • TrendDOWNTREND

    56% below its 50-day average. New closing low $0.1903 on Oct 26.

  • SocialQUIET

    No Reddit mentions this week. Last mention Sep 27.

Who's buying

13F· Q2 2026
0
new positions
0
exits
FundMoveSharesValue
BlackRock, Inc.ADD7,387,308$10.2M
VANGUARD CAPITAL MANAGEMENT LLCADD4,654,065$6.4M
LAZARD ASSET MANAGEMENT LLCADD1,986,835$2.7M
CITADEL ADVISORS LLCDOUBLED1,247,768$1.7M
Nuveen, LLCDOUBLED954,564$1.3M
Temasek Holdings (Private) LtdTRIM857,215$1.2M
VANGUARD FIDUCIARY TRUST COADD581,271$802.2K
GOLDMAN SACHS GROUP INCADD371,725$513.0K

Quarterly 13F filings are due 45 days after each quarter ends.

The Street

11 analysts
Buy 82% rate it Buy or better
Strong Buy2Buy7Hold2Sell0Strong Sell0
12-month targets · 2 analysts

Price is below the lowest target. Median implies +820%.Targets as of Oct 26, 2026.

Recent actions
DateFirmActionRating
Oct 6, 2026Rosenblatt
DOWNGRADE
DOWNGRADENeutral
Oct 1, 2026Rosenblatt
MAINTAIN
MAINTAINBuy
Aug 14, 2026B. Riley Securities
MAINTAIN
MAINTAINBuy
Aug 14, 2026DA Davidson
DOWNGRADE
DOWNGRADENeutral
Reddit
Recent posts
r/wallstreetbets Neutral 29d ago
$bzai Blaize DYOR
1 upvotes · 0 comments
All social signals and their track records

Insider ledger

Form 4
$0
bought · 0 insiders
$949.5K
sold · 3 insiders
DateInsiderTypeValue
Oct 12, 2026
Patak Stephen Paul
Chief Revenue Officer
EXERCISE2,500 sh
Oct 12, 2026
Patak Stephen Paul
Chief Revenue Officer
TAX W/H$176.61
Sep 1, 2026
Evans Kimberly Peterson
General Counsel
EXERCISE18,750 sh
Sep 1, 2026
Evans Kimberly Peterson
General Counsel
TAX W/H$3.3K
Aug 13, 2026
Lauk Kurt J
Director
AWARD618,556 sh
Jul 12, 2026
Patak Stephen Paul
Chief Revenue Officer
TAX W/H$749.07
Jul 12, 2026
Patak Stephen Paul
Chief Revenue Officer
EXERCISE2,500 sh
Jul 7, 2026
Bess Lane
Director
OTHER2,000,000 sh

Earnings setup

Estimates
Nov 12
reports in 17 days
−$0.11
EPS estimate, this quarter
−18%
estimate change, 90 days
0↑ 1↓
revisions, 30 days
Current-quarter EPS estimate
PeriodEPS est.Range30D rev.Revenue
Current Q-$0.11-$0.11–-$0.11-3.1%$13.0M
Next Q-$0.10-$0.10–-$0.10-7.1%$14.0M
Current FY-$0.45-$0.45–-$0.45-3.1%$42.2M
Next FY🔒 Fresh data, subscribers only

Short side

FINRA· Sep 30, 2026
18,725,583
shares short
+8.3%
vs prior settlement
5.7
days to cover
≈12.9%
of shares outstanding
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Oct 22, 2026 SEC
Blaize Holdings declared a dividend of one one-thousandth of a share of Series B Preferred Stock for each common share…
8-K — Impact 3/10
Oct 16, 2026 Other
Blaize Holdings, Inc. Announces Distribution of Series B Preferred Stock to Holders of its Common Stock Intended to Facilitate a Reverse Stock Split, if Necessary
SAN JOSE, Calif., Oct. 16, 2026 (GLOBE NEWSWIRE) -- Blaize Holdings, Inc. (NASDAQ: BZAI, NASDAQ: BZA
Oct 12, 2026 Insider
Patak Stephen Paul acquired via exercise 2,500 shares
Chief Revenue Officer
Oct 12, 2026 Insider
Patak Stephen Paul surrendered for taxes 609 shares
Chief Revenue Officer @ $0.2900 ($176.61)
Oct 5, 2026 SEC
Blaize reported preliminary Q3 2026 revenue of ~$0.5M, a catastrophic miss vs the $12.6M consensus, and slashed…
PRESS-RELEASE — Impact 7/10
Oct 5, 2026 SEC
Blaize Holdings pre-announced preliminary Q3 2026 revenue of approximately $0.5M, a catastrophic miss vs the $12.6M…
8-K — Impact 7/10
Sep 1, 2026 Insider
Evans Kimberly Peterson acquired via exercise 18,750 shares
General Counsel
Jun 30, 2026 Inst.
BlackRock, Inc. — ADD
7,387,308 shares ($10.2M)
Catalysts
Scheduled dates and disclosed events: earnings, FDA and trial readouts, halts, press releases. Colored dot = impact.
Upcoming
Nov 12, 2026
Earnings date
BZAI Q3 2026 Earnings Scheduled — 2026-11-12
Recent
Oct 16, 2026
Press release
Blaize Holdings, Inc. Announces Distribution of Series B Preferred Stock to Holders of its Common Stock Intended to Facilitate a Reverse Stock Split, if Necessary
SAN JOSE, Calif., Oct. 16, 2026 (GLOBE NEWSWIRE) -- Blaize Holdings, Inc. (NASDAQ: BZAI, NASDAQ: BZAIW) (“Blaize,” the “Company,” “we,” “us,” and…
Oct 5, 2026
Listing
Listing Status: BZAI — Deficient (was Normal)
Blaize Holdings, Inc. - Common Stock | Nasdaq Financial Status Indicator N → D
Oct 5, 2026
Earnings
Blaize Provides Preliminary Third Quarter 2026 Revenue Update and Full-Year Guidance Update
SAN JOSE, Calif., Oct. 05, 2026 (GLOBE NEWSWIRE) -- Blaize Holdings, Inc. (Nasdaq: BZAI; BZAIW) (“Blaize” or the “Company”) , a leader in…
Oct 5, 2026
Press release
Blaize Holdings, Inc. Sued for Securities Law Violations - Contact the DJS Law Group to Discuss Your Rights - BZAI
NEW YORK, Oct. 5, 2026 /PRNewswire/ -- The DJS Law Group reminds investors of a class action lawsuit against Blaize Holdings, Inc. ("Blaize" or "the…
Oct 5, 2026
Press release
BZAI Investors Have Opportunity to Lead Blaize Holdings, Inc. Securities Fraud Lawsuit with SBS Law
LOS ANGELES, Oct. 5, 2026 /PRNewswire/ -- Schall, Brown & Schwartz LLP ("SBS"), a national shareholder rights litigation firm, reminds investors of…

SecBot reports

11 filings · 2 bullish · 4 bearish · 5 neutral
All BZAI filing & press-release reports (11)