Blaize’s (BZAI) Neutral Rating Reiterated at DA Davidson

Posted by Geri Gentry on Aug 14th, 2026

Blaize (NASDAQ:BZAI – Get Free Report)‘s stock had its “neutral” rating reissued by research analysts at DA Davidson in a research report issued on Friday,Benzinga reports.

Other research analysts also recently issued research reports about the stock. Wall Street Zen downgraded shares of Blaize from a “sell” rating to a “strong sell” rating in a research note on Saturday, May 16th. Roth Capital reiterated a “buy” rating and issued a $4.50 target price on shares of Blaize in a report on Friday, May 15th. Rosenblatt Securities reissued a “buy” rating and set a $6.00 price target on shares of Blaize in a research report on Thursday, April 16th. Weiss Ratings restated a “sell (e+)” rating on shares of Blaize in a research note on Wednesday, June 24th. Finally, Zacks Research downgraded Blaize from a “strong-buy” rating to a “hold” rating in a report on Tuesday, April 28th. Three equities research analysts have rated the stock with a Buy rating, two have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat.com, the stock presently has an average rating of “Hold” and an average target price of $4.62.

Check Out Our Latest Research Report on BZAI

Blaize Stock Up 1.7%

BZAI stock opened at $1.17 on Friday. The stock has a market capitalization of $166.49 million, a price-to-earnings ratio of -1.56 and a beta of 0.13. Blaize has a twelve month low of $0.74 and a twelve month high of $6.76. The firm’s fifty day simple moving average is $1.23 and its two-hundred day simple moving average is $1.43.

Blaize (NASDAQ:BZAI – Get Free Report) last announced its earnings results on Thursday, August 13th. The company reported ($0.21) earnings per share (EPS) for the quarter, missing the consensus estimate of ($0.20) by ($0.01). Blaize had a negative net margin of 202.65% and a negative return on equity of 551.04%. As a group, equities research analysts expect that Blaize will post -0.66 EPS for the current year.

Insider Buying and Selling

In related news, Director Anthony Cannestra sold 50,000 shares of the business’s stock in a transaction that occurred on Monday, June 8th. The shares were sold at an average price of $1.68, for a total value of $84,000.00. Following the completion of the transaction, the director owned 50,000 shares of the company’s stock, valued at $84,000. The trade was a 50.00% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Harminder Sehmi sold 40,609 shares of the company’s stock in a transaction on Wednesday, July 1st. The stock was sold at an average price of $1.37, for a total value of $55,634.33. Following the sale, the chief financial officer owned 259,773 shares of the company’s stock, valued at approximately $355,889.01. This represents a 13.52% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 181,218 shares of company stock valued at $281,043 in the last three months. 17.40% of the stock is currently owned by insiders.

Institutional Investors Weigh In On Blaize

A number of institutional investors have recently added to or reduced their stakes in BZAI. BlackRock Inc. purchased a new position in Blaize in the second quarter valued at about $10,194,000. Vanguard Group Inc. lifted its position in shares of Blaize by 301.9% during the third quarter. Vanguard Group Inc. now owns 3,587,998 shares of the company’s stock valued at $12,379,000 after buying an additional 2,695,204 shares during the last quarter. Renaissance Technologies LLC boosted its holdings in shares of Blaize by 947.4% in the 1st quarter. Renaissance Technologies LLC now owns 1,404,159 shares of the company’s stock valued at $2,556,000 after buying an additional 1,270,096 shares in the last quarter. Lazard Asset Management LLC bought a new stake in shares of Blaize in the 1st quarter valued at about $2,192,000. Finally, Millennium Management LLC purchased a new position in shares of Blaize in the 4th quarter worth approximately $1,887,000. Institutional investors own 97.12% of the company’s stock.

Key Stories Impacting Blaize

Here are the key news stories impacting Blaize this week:

Positive Sentiment: Second-quarter revenue increased approximately 371% year over year to $11.985 million, demonstrating strong growth in demand for Blaize’s edge-AI technology. The company also reported $36.847 million in cash and cash equivalents at quarter-end. Blaize Reports Second Quarter 2026 Financial Results
Neutral Sentiment: Institutional positioning was mixed: BlackRock, Marshall Wace, AQR Capital Management and Nuveen reportedly increased holdings, while Temasek, Renaissance Technologies and Millennium Management reduced or exited positions. The available analyst coverage remained favorable, with a recent Buy rating and price targets above the current trading level, although these targets may not reflect the latest results. Blaize Holdings Stock Falls on Q2 2026 Earnings
Negative Sentiment: Blaize reported a net loss attributable to common shareholders of $28.809 million, or $0.21 per diluted share, slightly worse than the consensus loss estimate. Gross profit was only $918,000, operating loss widened to $30.604 million, and operating cash use reached $28.667 million. Blaize Reports Q2 Loss, Lags Revenue Estimates
Negative Sentiment: Management projected fiscal 2026 revenue of only $40 million to $43 million, far below the roughly $122.9 million consensus estimate. The guidance cut suggests analysts may need to reduce future revenue expectations and reinforces concerns about Blaize’s ability to convert growth into sustainable earnings. Blaize Financial Results and Outlook
Negative Sentiment: Several law firms reminded investors about a securities class-action lawsuit covering purchases from July 18, 2025, through April 28, 2026. The lead-plaintiff deadline is October 5, 2026, creating ongoing legal and reputational risk. Reported insider activity also showed sales and no purchases during the past six months. Rosen Blaize Investor Lawsuit Notice

About Blaize

(Get Free Report)

Blaize (NASDAQ: BZAI) is a fabless semiconductor company that designs and develops hardware and software solutions for artificial intelligence (AI) and machine learning applications at the edge. The company’s core technology is centered on its proprietary Graph Streaming Processor (GSP) architecture, which combines dataflow computing with a highly parallel matrix processing engine to deliver real-time AI inference with low power consumption. Blaize’s platform is aimed at customers seeking to deploy sophisticated AI workloads in environments where power efficiency, latency and form factor are critical.

The company offers a hardware portfolio that includes standalone GSP modules, PCIe cards and M.2 form-factor boards, alongside its Blaize AI software stack.