BLZE
Backblaze, Inc.
$7.92
+3.53%
$475.2M
No data for this timeframe.
Vol
Market Cap$475.2M
Cap SizeSmall Cap
Analyst ConsensusStrong Buy (86%)
Inst. Holders50 funds
Inst. Value$52.6M
Inst. Activity7 buys / 5 sells
SEC Reports2
Recent Activity
Jun 11, 2026
SEC
Three mega-passive institutional investors (State Street, Fidelity, Morgan Stanley) collectively added $8.5M in BLZE pos
INST-CLUSTER — Impact 3/10
May 26, 2026
Insider
NELSON BARBARA H was granted 19,306 shares
Director
May 26, 2026
Insider
Carter Miller Jocelyn was granted 19,306 shares
Director
May 26, 2026
Insider
FRY EARL E was granted 19,306 shares
Director
Apr 15, 2026
SEC
Backblaze, Inc. filed a definitive proxy statement (DEFA14A) for its 2026 annual meeting, where shareholders will vote o
DEFA14A — Impact 2/10
Inst.
RENAISSANCE TECHNOLOGIES LLC — ADD
1,172,657 shares ($4.0M)
Inst.
DIMENSIONAL FUND ADVISORS LP — DOUBLED
517,586 shares ($1.8M)
May 4, 2026
earnings_calendar
BLZE Q1 2026 Earnings Scheduled — 2026-05-04
Price Targets
$9.34
+18.0% upside
Buy
Current $7.92
Low $6.50
Median $8.50
High $15.90
7 analysts
$6.50
$15.90
Analyst Ratings
5Strong Buy
7Buy
2Hold
0Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| May 5, 2026 | Lake Street | MAINTAIN | Buy → Buy |
| May 5, 2026 | Citizens | REITERATE | Market Outperform → Market Outperform |
| May 5, 2026 | Needham | MAINTAIN | Buy → Buy |
| Mar 23, 2026 | William Blair | DOWNGRADE | Outperform → Underperform |
| Feb 24, 2026 | Lake Street | MAINTAIN | Buy → Buy |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $0.02 ▲ +898.2% | $0.01 — $0.03 | 67% YoY | 6 |
| Next Q | $0.03 ▲ +87.5% | $0.02 — $0.04 | -17% YoY | 4 |
| Current FY | $0.12 ▲ +218.2% | $0.06 — $0.16 | 67% YoY | 8 |
| Next FY | $0.17 ▲ +61.1% | $0.12 — $0.22 | 43% YoY | 7 |
Latest Reports
NEUTRAL
INST-CLUSTER
3/10
Three mega-passive institutional investors (State Street, Fidelity, Morgan Stanley) collectively added $8.5M in BLZE pos
Jun 11, 2026
NEUTRAL
DEFA14A
2/10
Backblaze, Inc. filed a definitive proxy statement (DEFA14A) for its 2026 annual meeting, where shareholders will vote o
Apr 15, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| BlackRock, Inc. | $12.7M | — |
| VANGUARD CAPITAL MANAGEMENT LLC | $8.1M | — |
| RENAISSANCE TECHNOLOGIES LLC | $4.0M | ADD |
| STATE STREET CORP | $3.8M | ADD |
| Connor, Clark & Lunn | $2.9M | — |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| May 26, 2026 | NELSON BARBARA | A | $0.00 |
| May 26, 2026 | Carter Miller | A | $0.00 |
| May 26, 2026 | FRY EARL | A | $0.00 |
| May 26, 2026 | D An | A | $0.00 |
| May 20, 2026 | Budman Gleb | F | $98.5K |
50 institutional holders with $52.6M total value (15,223,995 shares) as of 2026-Q1. Top holders: BlackRock,, VANGUARD, RENAISSANCE. Net buying activity: 7 institutions added/increased vs 5 reduced.
Top Institutional Holders — 2026-Q1
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 3,683,899 | $12.7M | 24.2% | — |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | 2,344,447 | $8.1M | 15.4% | — |
| 3 | RENAISSANCE TECHNOLOGIES LLC | 1,172,657 | $4.0M | 7.7% | ADD +44.6% |
| 4 | STATE STREET CORP | 1,112,650 | $3.8M | 7.3% | ADD +25.5% |
| 5 | Connor, Clark & Lunn Investment Management Ltd. | 833,272 | $2.9M | 5.5% | — |
| 6 | D. E. Shaw & Co., Inc. | 739,033 | $2.5M | 4.9% | ADD +28.9% |
| 7 | VANGUARD PORTFOLIO MANAGEMENT LLC | 707,887 | $2.4M | 4.6% | — |
| 8 | Point72 Asset Management, L.P. | 540,594 | $1.9M | 3.5% | — |
| 9 | DIMENSIONAL FUND ADVISORS LP | 517,586 | $1.8M | 3.4% | DOUBLED +152.3% |
| 10 | VANGUARD FIDUCIARY TRUST CO | 388,594 | $1.3M | 2.6% | — |
| 11 | GOLDMAN SACHS GROUP INC | 317,685 | $1.1M | 2.1% | — |
| 12 | CITADEL ADVISORS LLC | 304,905 | $1.1M | 2.0% | DOUBLED +125.8% |
| 13 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 300,504 | $1.0M | 2.0% | ADD +56.0% |
| 14 | TUDOR INVESTMENT CORP ET AL | 221,379 | $763.8K | 1.5% | DOUBLED +426.0% |
| 15 | AMERIPRISE FINANCIAL INC | 177,883 | $613.7K | 1.2% | — |
| 16 | LAZARD ASSET MANAGEMENT LLC | 160,333 | $553.1K | 1.1% | TRIM -46.2% |
| 17 | MORGAN STANLEY | 158,923 | $548.3K | 1.0% | TRIM -63.9% |
| 18 | Cerity Partners LLC | 145,975 | $503.6K | 1.0% | — |
| 19 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 121,268 | $418.4K | 0.8% | TRIM -25.3% |
| 20 | PEAK6 LLC | 114,800 | $396.1K | 0.8% | — |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| RENAISSANCE TECHNOLOGIES LLC | ADD | 810,752 | 1,172,657 | +44.6% | $4.0M | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP | DOUBLED | 205,127 | 517,586 | +152.3% | $1.8M | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | ADD | 192,628 | 300,504 | +56.0% | $1.0M | 2026-Q1 |
| LAZARD ASSET MANAGEMENT LLC | TRIM | 298,151 | 160,333 | -46.2% | $553.1K | 2026-Q1 |
| MORGAN STANLEY | TRIM | 440,647 | 158,923 | -63.9% | $548.3K | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | TRIM | 162,387 | 121,268 | -25.3% | $418.4K | 2026-Q1 |
| MARSHALL WACE, LLP | TRIM | 225,111 | 61,555 | -72.7% | $212.4K | 2026-Q1 |
| CWM, LLC | DOUBLED | 3,716 | 42,946 | +1055.7% | $148.2K | 2026-Q1 |
| PANAGORA ASSET MANAGEMENT INC | NEAR_EXIT | 68,655 | 14,398 | -79.0% | $49.7K | 2026-Q1 |
| M&T BANK CORP | DOUBLED | 3,950 | 10,479 | +165.3% | $36.2K | 2026-Q1 |
| Allworth Financial LP | DOUBLED | 146 | 939 | +543.2% | $3.2K | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ | ADD | 32,219 | 44,059 | +36.7% | $153.00 | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC | ADD | 416,816 | 810,752 | +94.5% | $3.8M | 2025-Q4 |
| D. E. Shaw & Co., Inc. | ADD | 363,951 | 469,066 | +28.9% | $2.2M | 2025-Q4 |
| TWO SIGMA INVESTMENTS, LP | ADD | 342,323 | 431,173 | +26.0% | $2.0M | 2025-Q4 |
| TUDOR INVESTMENT CORP ET AL | DOUBLED | 51,257 | 269,615 | +426.0% | $1.3M | 2025-Q4 |
| MARSHALL WACE, LLP | TRIM | 447,661 | 225,111 | -49.7% | $1.0M | 2025-Q4 |
| DIMENSIONAL FUND ADVISORS LP | DOUBLED | 49,730 | 205,127 | +312.5% | $955.9K | 2025-Q4 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | TRIM | 480,281 | 192,628 | -59.9% | $897.6K | 2025-Q4 |
| WELLS FARGO & COMPANY/MN | ADD | 38,904 | 66,331 | +70.5% | $309.1K | 2025-Q4 |
| BANK OF AMERICA CORP /DE/ | ADD | 41,136 | 55,438 | +34.8% | $258.3K | 2025-Q4 |
| Verition Fund Management LLC | TRIM | 73,619 | 42,129 | -42.8% | $196.3K | 2025-Q4 |
| ALLIANCEBERNSTEIN L.P. | ADD | 24,500 | 33,200 | +35.5% | $154.7K | 2025-Q4 |
| HSBC HOLDINGS PLC | TRIM | 44,576 | 24,686 | -44.6% | $116.5K | 2025-Q4 |
| MetLife Investment Management, LLC | TRIM | 33,410 | 24,990 | -25.2% | $116.5K | 2025-Q4 |
7 unique insiders with 19 transactions. Net insider value: $0.00 ($0.00 bought, $0.00 sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| May 26, 2026 | NELSON BARBARA H | Director | AWARD | 19,306 | — | — |
| May 26, 2026 | Carter Miller Jocelyn | Director | AWARD | 19,306 | — | — |
| May 26, 2026 | FRY EARL E | Director | AWARD | 19,306 | — | — |
| May 26, 2026 | D An Evelyn | Director | AWARD | 19,306 | — | — |
| May 20, 2026 | Budman Gleb | CEO and Chairperson | TAX W/H | 13,256 | $7.43 | $98.5K |
| May 20, 2026 | Suidan Marc | Chief Financial Officer | TAX W/H | 269 | $7.43 | $2.0K |
| May 20, 2026 | Suidan Marc | Chief Financial Officer | D | 18,000 | $7.43 | $133.7K |
| May 20, 2026 | Budman Gleb | CEO and Chairperson | D | 18,000 | $7.43 | $133.7K |
| May 20, 2026 | Budman Gleb | CEO and Chairperson | D | 18,000 | $7.43 | $133.7K |
| May 20, 2026 | Budman Gleb | CEO and Chairperson | TAX W/H | 13,177 | $7.43 | $97.9K |
| May 19, 2026 | Suidan Marc | Chief Financial Officer | AWARD | 2,500 | $3.68 | $9.2K |
| May 14, 2026 | Suidan Marc | Chief Financial Officer | TAX W/H | 2,555 | $7.27 | $18.6K |
| May 14, 2026 | Budman Gleb | CEO and Chairperson | TAX W/H | 3,833 | $7.27 | $27.9K |
| Apr 1, 2026 | Suidan Marc | Chief Financial Officer | AWARD | 85,470 | — | — |
| Apr 1, 2026 | Budman Gleb | CEO and Chairperson | AWARD | 128,205 | — | — |
| Mar 10, 2026 | Spraggins Daniel | Senior VP of Engineering | AWARD | 234,220 | — | — |
| Feb 27, 2026 | Suidan Marc | Chief Financial Officer | AWARD | 41,144 | — | — |
| Feb 20, 2026 | Budman Gleb | CEO and Chairperson | TAX W/H | 21,002 | $4.40 | $92.4K |
| Feb 20, 2026 | Suidan Marc | Chief Financial Officer | TAX W/H | 7,721 | $4.40 | $34.0K |
2 SEC filing reports analyzed. Sentiment: 0 bullish, 0 bearish, 0 mixed, 2 neutral. Avg impact: 2.5/10.
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Strong Buy (86% buy). Based on 14 analysts: 5 strong buy, 7 buy, 2 hold, 0 sell, 0 strong sell.
Analyst Price Targets
$9.34 mean target
+18.0% upside
Buy (3.00)
$6.50 Low
$15.90 High
| Metric | Value |
|---|---|
| Current Price | $7.92 |
| Target Low | $6.50 |
| Target Mean | $9.34 |
| Target Median | $8.50 |
| Target High | $15.90 |
| # Analysts | 7 |
| Recommendation | Buy (3.00) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$0.02 | $0.01 | $0.03 | 66.7% | +898.2% | 5↑ 0↓ | $0.0B | 10.0% | 6 |
| Next Q 2026-09-30 |
$0.03 | $0.02 | $0.04 | -16.7% | +87.5% | 3↑ 0↓ | $0.0B | 10.8% | 4 |
| Current FY 2026-12-31 |
$0.12 | $0.06 | $0.16 | 66.7% | +218.2% | 6↑ 0↓ | $0.2B | 11.3% | 8 |
| Next FY 2027-12-31 |
$0.17 | $0.12 | $0.22 | 42.7% | +61.1% | 6↑ 0↓ | $0.2B | 10.0% | 7 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $0.017 | |
| 7d ago | $0.002 | +0.015 |
| 30d ago | $0.002 | +0.015 |
| 60d ago | $-0.002 | +0.018 |
| 90d ago | $0.007 | +0.010 |
6 analyst firms have rated this stock: 0 upgrades, 1 downgrades, 0 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| May 5, 2026 | Lake Street | MAINTAIN | Buy | Buy |
| May 5, 2026 | Citizens | REITERATE | Market Outperform | Market Outperform |
| May 5, 2026 | Needham | MAINTAIN | Buy | Buy |
| Mar 23, 2026 | William Blair | DOWNGRADE | Outperform | Underperform |
| Feb 24, 2026 | Lake Street | MAINTAIN | Buy | Buy |
| Feb 24, 2026 | B. Riley Securities | MAINTAIN | Buy | Buy |
| Feb 24, 2026 | Oppenheimer | MAINTAIN | Outperform | Outperform |
| Feb 24, 2026 | Needham | MAINTAIN | Buy | Buy |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 5 | 7 | 2 | 0 | 0 | 86% | |
| May 1, 2026 | 5 | 7 | 2 | 0 | 0 | 86% | |
| Apr 1, 2026 | 5 | 7 | 2 | 0 | 0 | 86% | |
| Mar 1, 2026 | 5 | 7 | 2 | 0 | 0 | 86% | |
| Feb 1, 2026 | 5 | 8 | 1 | 0 | 0 | 93% | |
| Jan 1, 2026 | 5 | 8 | 1 | 0 | 0 | 93% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.
May 4, 2026
earnings_calendar
BLZE Q1 2026 Earnings Scheduled — 2026-05-04
Feb 23, 2026
earnings_calendar
BLZE Q4 2025 Earnings After Market Close — 2026-02-23