Blaize (BZAI)
Combines programmable AI processors, GPU infrastructure, software, and services for distributed inference.
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Sells a Hybrid AI stack that combines its Graph Streaming Processor with GPU infrastructure, software, and services. Its systems target computer vision, multimodal AI, and sensor-driven applications across edge, cloud, and data-center environments.
Built around the Graph Streaming Processor, the company offers a Hybrid AI stack that combines programmable AI hardware, GPU infrastructure, software, and services. Its Pathfinder and Xplorer platforms and AI Studio software span application development, deployment, management, and continuous improvement.
Target workloads include computer vision, multimodal AI, and sensor-driven systems for smart cities, industrial automation, telecommunications, retail, logistics, and defense. Operations have roots in California, Hyderabad, and the United Kingdom, while a current initiative targets Asia Pacific edge data-center infrastructure. The public issuer emerged through a SPAC business combination, and its current security trades on Nasdaq.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Aug 14, 2026 | B.Riley Financial | Target | Target: — | Target: $2 |
| Aug 14, 2026 | DA Davidson | Downgrade | Target: — | Target: $1 |
| May 15, 2026 | Roth Capital | Target | Target: — | Target: $4.50 |
| Jul 21, 2025 | Rosenblatt | Upgrade |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $36.8M · Total debt $0 · Total assets $79.5M · Shareholders' equity $42.8M
- Revenue
- $12.0M
- Operating income
- −$30.6M
- Net income
- −$28.8M
No dividends on record.
| Institutions | ≈ 26.29% | 38.07M shares | |
|---|---|---|---|
| 133 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail | |||
| Insiders | 16.37% | 23.70M shares | |
| 9 holders · as of Sep 18, 2026 | |||
| Strategic holders | 17.53% | 25.39M shares | |
| 2 holders · as of May 12, 2026 | |||
| Other | ≈ 39.81% | 57.66M shares | |
| remainder | |||
144.83M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
Bess Ventures & Advisory, LLCStrategic10 percent owner | 9.43% | 13.65M | filed May 12, 2026 |
Lane Bess1Insiderdirector | 8.99% | 13.02M | filed Sep 18, 2026 |
Ava Investors SAStrategic10 percent owner | 8.10% | 11.74M | filed Apr 2, 2026 |
Polar Asset Management Partners Inc.Institution | 6.47% | 9.38M | filed Aug 14, 2026 |
Dinakar Munagala2Insiderdirector, officer: Chief Executive Officer | 6.39% | 9.26M | filed Aug 4, 2026 |
- Lane Bess's own ownership statement (13D, Sep 18, 2026) reports fewer shares than the transaction reports; the statement is used.
- Dinakar Munagala's transaction reports restate only vehicles that traded; the 2026 ownership statement (9.26M) is used instead.
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Jul 6, 2026 | Anthony Cannestra | director | −50,000 | $1.35 |
| Jul 1, 2026 | Harminder Sehmi | officer: Chief Financial Officer | −40,609 | $1.37 |
| Jun 8, 2026 | Anthony Cannestra | director | −50,000 | $1.68 |
| Apr 17, 2026 | Dinakar Munagala | director, officer: Chief Executive Officer | −50,000 | $2.54 |
| Jun 1, 2026 | Harminder Sehmi | officer: Chief Financial Officer | −40,609 | $1.82 |
