BZAIW Blaize Holdings, Inc.
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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
Actionable Insight
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.
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
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 | ||||
|---|---|---|---|---|---|
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May 14, 2026
9d ago
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8-K
| — | awaiting T+5 | — | — |
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May 6, 2026
17d ago
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8-K
| $0.2901 $0.2901 | · 0.00% | ▲ +1.13% | $0.2901 (−0.00%) |
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Apr 22, 2026
4w ago
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8-K
| $0.2901 $0.2901 | · 0.00% | ▼ −1.48% | $0.2901 (+0.00%) |
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Apr 14, 2026
5w ago
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8-K
| $0.2901 $0.2901 | · 0.00% | ▼ −1.64% | $0.2901 (+0.00%) |
US Market Status
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