BZAI
Blaize Holdings, Inc.
$1.47
-4.55%
$209.2M
No data for this timeframe.
Vol
Market Cap$209.2M
Cap SizeMicro Cap
Analyst ConsensusStrong Buy (91%)
Inst. Holders50 funds
Inst. Value$37.9M
Inst. Activity9 buys / 1 sells
Insider Activity0B / 8S
Insider Net $-$953.4K
Reddit Sentiment50° Neutral
SEC Reports3
Recent Activity
Jun 11, 2026
SEC
Three mega-passive institutional investors (Vanguard, BlackRock, Morgan Stanley) significantly increased their holdings
INST-CLUSTER — Impact 4/10
Jun 11, 2026
short_volume
Short Volume: BZAI — 59.8% short (1.0M / 1.7M)
Short: 996,963 | Exempt: 0 | TRF Vol: 1,667,564 | Short Ratio: 59.8% | Off-exchange volume (dark poo
Jun 10, 2026
SEC
Director Cannestra and CFO Sehmi sold a combined $158K in open-market shares, equivalent to ~0.07% of Blaize's $228M mar
CLUSTER — Impact 3/10
Jun 8, 2026
Insider
Cannestra Anthony acquired via exercise 50,000 shares
Director @ $0.5700 ($28.5K)
Jun 8, 2026
Insider
Cannestra Anthony sold 50,000 shares
Director @ $1.68 ($84.0K)
Jun 1, 2026
Insider
Sehmi Harminder sold 40,609 shares
Chief Financial Officer @ $1.82 ($73.9K)
Apr 22, 2026
SEC
Two top executives at Blaize Holdings — the CEO and CFO — sold shares in open-market transactions totaling $408,488 with
CLUSTER — Impact 7/10
Inst.
Temasek Holdings (Private) Ltd — TRIM
2,594,264 shares ($4.7M)
Price Targets
$4.80
+226.5% upside
Strong Buy
Current $1.47
Low $3.00
Median $4.50
High $6.50
5 analysts
$3.00
$6.50
Analyst Ratings
2Strong Buy
8Buy
1Hold
0Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| Apr 29, 2026 | DA Davidson | MAINTAIN | Buy → Buy |
| Apr 16, 2026 | Rosenblatt | MAINTAIN | Buy → Buy |
| Mar 25, 2026 | B. Riley Securities | MAINTAIN | Buy → Buy |
| Mar 25, 2026 | Rosenblatt | MAINTAIN | Buy → Buy |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $-0.12 ▼ -12.1% | $-0.13 — $-0.12 | 54% YoY | 3 |
| Next Q | $-0.09 ▼ -75.0% | $-0.13 — $-0.05 | 10% YoY | 3 |
| Current FY | $-0.32 ▲ +4.0% | $-0.38 — $-0.25 | 33% YoY | 3 |
| Next FY | $-0.17 ▼ -8.3% | $-0.30 — $-0.08 | 46% YoY | 3 |
Latest Reports
BULLISH
INST-CLUSTER
4/10
Three mega-passive institutional investors (Vanguard, BlackRock, Morgan Stanley) significantly increased their holdings
Jun 11, 2026
NEUTRAL
CLUSTER
3/10
Director Cannestra and CFO Sehmi sold a combined $158K in open-market shares, equivalent to ~0.07% of Blaize's $228M mar
Jun 10, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| BlackRock, Inc. | $10.3M | DOUBLED |
| VANGUARD CAPITAL MANAGEMENT LLC | $6.5M | — |
| Temasek Holdings (Private) Ltd | $4.7M | TRIM |
| RENAISSANCE TECHNOLOGIES LLC | $2.6M | DOUBLED |
| STATE STREET CORP | $2.5M | DOUBLED |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| Jun 8, 2026 | Cannestra Anthony | M | $28.5K |
| Jun 8, 2026 | Cannestra Anthony | SELL | $84.0K |
| Jun 1, 2026 | Sehmi Harminder | SELL | $73.9K |
| Jun 1, 2026 | Evans Kimberly | M | $0.00 |
| Jun 1, 2026 | Evans Kimberly | F | $47.5K |
Reddit Sentiment
50°
Neutral
Bearish
Neutral
Bullish
50 institutional holders with $37.9M total value (21,052,562 shares) as of 2026-Q1. Top holders: BlackRock,, VANGUARD, Temasek. Net buying activity: 9 institutions added/increased vs 1 reduced.
Top Institutional Holders — 2026-Q1
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 5,644,826 | $10.3M | 27.1% | DOUBLED +382.0% |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | 3,584,327 | $6.5M | 17.2% | — |
| 3 | Temasek Holdings (Private) Ltd | 2,594,264 | $4.7M | 12.4% | TRIM -59.2% |
| 4 | RENAISSANCE TECHNOLOGIES LLC | 1,404,159 | $2.6M | 6.7% | DOUBLED +947.4% |
| 5 | STATE STREET CORP | 1,379,508 | $2.5M | 6.6% | DOUBLED +192.5% |
| 6 | LAZARD ASSET MANAGEMENT LLC | 1,204,204 | $2.2M | 5.8% | — |
| 7 | MORGAN STANLEY | 912,776 | $1.7M | 4.4% | DOUBLED +129.1% |
| 8 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 585,446 | $1.1M | 2.8% | ADD +49.9% |
| 9 | VANGUARD PORTFOLIO MANAGEMENT LLC | 514,632 | $936.6K | 2.5% | — |
| 10 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 480,500 | $874.5K | 2.3% | — |
| 11 | VANGUARD FIDUCIARY TRUST CO | 410,532 | $747.2K | 2.0% | — |
| 12 | GOLDMAN SACHS GROUP INC | 271,862 | $494.8K | 1.3% | — |
| 13 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 262,837 | $478.4K | 1.3% | — |
| 14 | CITADEL ADVISORS LLC | 153,200 | $278.8K | 0.7% | ADD +63.7% |
| 15 | LOS ANGELES CAPITAL MANAGEMENT LLC | 142,466 | $259.3K | 0.7% | — |
| 16 | Nuveen, LLC | 115,705 | $210.6K | 0.6% | ADD +25.1% |
| 17 | BALYASNY ASSET MANAGEMENT L.P. | 109,519 | $199.3K | 0.5% | — |
| 18 | Mariner, LLC | 107,643 | $195.8K | 0.5% | ADD +62.2% |
| 19 | BANK OF AMERICA CORP /DE/ | 93,844 | $170.8K | 0.5% | DOUBLED +290.8% |
| 20 | CITADEL ADVISORS LLC | 76,983 | $140.1K | 0.4% | ADD +63.7% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| Temasek Holdings (Private) Ltd | TRIM | 6,353,023 | 2,594,264 | -59.2% | $4.7M | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC | DOUBLED | 134,063 | 1,404,159 | +947.4% | $2.6M | 2026-Q1 |
| MORGAN STANLEY | DOUBLED | 398,362 | 912,776 | +129.1% | $1.7M | 2026-Q1 |
| Nuveen, LLC | ADD | 92,462 | 115,705 | +25.1% | $210.6K | 2026-Q1 |
| Mariner, LLC | ADD | 66,344 | 107,643 | +62.2% | $195.8K | 2026-Q1 |
| CWM, LLC | DOUBLED | 2,803 | 70,379 | +2410.8% | $128.1K | 2026-Q1 |
| FMR LLC | DOUBLED | 6,916 | 19,999 | +189.2% | $36.4K | 2026-Q1 |
| VOYA INVESTMENT MANAGEMENT LLC | ADD | 12,632 | 17,279 | +36.8% | $31.4K | 2026-Q1 |
| Russell Investments Group, Ltd. | ADD | 6,318 | 9,169 | +45.1% | $16.7K | 2026-Q1 |
| Allworth Financial LP | DOUBLED | 54 | 1,358 | +2414.8% | $2.5K | 2026-Q1 |
| MARSHALL WACE, LLP | TRIM | 1,198,053 | 859,131 | -28.3% | $1.7M | 2025-Q4 |
| MORGAN STANLEY | DOUBLED | 116,272 | 398,362 | +242.6% | $776.8K | 2025-Q4 |
| RENAISSANCE TECHNOLOGIES LLC | ADD | 85,400 | 134,063 | +57.0% | $261.4K | 2025-Q4 |
| TWO SIGMA INVESTMENTS, LP | DOUBLED | 46,074 | 113,576 | +146.5% | $221.5K | 2025-Q4 |
| WELLS FARGO & COMPANY/MN | ADD | 48,967 | 85,732 | +75.1% | $167.2K | 2025-Q4 |
| BANK OF AMERICA CORP /DE/ | DOUBLED | 21,555 | 84,246 | +290.8% | $164.3K | 2025-Q4 |
| Verition Fund Management LLC | DOUBLED | 26,555 | 74,035 | +178.8% | $144.4K | 2025-Q4 |
| Mariner, LLC | ADD | 50,500 | 66,344 | +31.4% | $129.4K | 2025-Q4 |
| FRANKLIN RESOURCES INC | NEAR_EXIT | 563,367 | 62,540 | -88.9% | $122.0K | 2025-Q4 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | NEAR_EXIT | 175,509 | 36,066 | -79.5% | $70.3K | 2025-Q4 |
| MetLife Investment Management, LLC | TRIM | 45,688 | 19,810 | -56.6% | $38.6K | 2025-Q4 |
| FMR LLC | DOUBLED | 417 | 6,916 | +1558.5% | $13.5K | 2025-Q4 |
| BlackRock, Inc. | DOUBLED | 966,576 | 4,658,674 | +382.0% | $16.1M | 2025-Q3 |
| FRANKLIN RESOURCES INC | NEAR_EXIT | 3,692,091 | 563,367 | -84.7% | $13.4M | 2025-Q3 |
| VANGUARD GROUP INC | DOUBLED | 892,794 | 3,587,998 | +301.9% | $12.4M | 2025-Q3 |
8 unique insiders with 19 transactions. Net insider value: -$953.4K ($0.00 bought, $953.4K sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Jun 8, 2026 | Cannestra Anthony | Director | EXERCISE | 50,000 | $0.5700 | $28.5K |
| Jun 8, 2026 | Cannestra Anthony | Director | SELL | 50,000 | $1.68 | $84.0K |
| Jun 1, 2026 | Sehmi Harminder | Chief Financial Officer | SELL | 40,609 | $1.82 | $73.9K |
| Jun 1, 2026 | Evans Kimberly Peterson | General Counsel | EXERCISE | 75,000 | — | — |
| Jun 1, 2026 | Evans Kimberly Peterson | General Counsel | TAX W/H | 26,989 | $1.76 | $47.5K |
| May 11, 2026 | Cannestra Anthony | Director | EXERCISE | 50,000 | $0.5700 | $28.5K |
| May 11, 2026 | Cannestra Anthony | Director | SELL | 50,000 | $1.85 | $92.5K |
| May 8, 2026 | Bess Ventures & Advisory, LLC | 10%+ Owner | J | 2,000,000 | $1.83 | $3.7M |
| May 8, 2026 | Bess Lane | Director | J | 2,000,000 | — | — |
| May 1, 2026 | Sehmi Harminder | Chief Financial Officer | SELL | 40,609 | $1.97 | $80.0K |
| Apr 20, 2026 | Sehmi Harminder | Chief Financial Officer | EXERCISE | 505,060 | $0.5700 | $287.9K |
| Apr 20, 2026 | Sehmi Harminder | Chief Financial Officer | SELL | 123,460 | $2.28 | $281.5K |
| Apr 17, 2026 | Munagala Dinakar | Chief Executive Officer | SELL | 50,000 | $2.54 | $127.0K |
| Apr 17, 2026 | Munagala Dinakar | Chief Executive Officer | EXERCISE | 50,000 | $0.5700 | $28.5K |
| Apr 17, 2026 | Munagala Dinakar | Chief Executive Officer | SELL | 50,000 | $2.54 | $127.0K |
| Apr 12, 2026 | Patak Stephen Paul | Chief Revenue Officer | EXERCISE | 2,500 | — | — |
| Apr 6, 2026 | Cannestra Anthony | Director | SELL | 50,000 | $1.75 | $87.5K |
| Apr 6, 2026 | Cannestra Anthony | Director | EXERCISE | 50,000 | $0.5700 | $28.5K |
| Mar 31, 2026 | Ava Investors SA | 10%+ Owner | J | 5,145,638 | — | — |
3 SEC filing reports analyzed. Sentiment: 1 bullish, 1 bearish, 0 mixed, 1 neutral. Avg impact: 4.7/10.
BULLISH
INST-CLUSTER
4/10
Three mega-passive institutional investors (Vanguard, BlackRock, Morgan Stanley) significantly incre
Jun 11, 2026
NEUTRAL
CLUSTER
3/10
Director Cannestra and CFO Sehmi sold a combined $158K in open-market shares, equivalent to ~0.07% o
Jun 10, 2026
BEARISH
CLUSTER
7/10
Two top executives at Blaize Holdings — the CEO and CFO — sold shares in open-market transactions to
Apr 22, 2026
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Strong Buy (91% buy). Based on 11 analysts: 2 strong buy, 8 buy, 1 hold, 0 sell, 0 strong sell.
Analyst Price Targets
$4.80 mean target
+226.5% upside
Strong Buy (3.00)
$3.00 Low
$6.50 High
| Metric | Value |
|---|---|
| Current Price | $1.47 |
| Target Low | $3.00 |
| Target Mean | $4.80 |
| Target Median | $4.50 |
| Target High | $6.50 |
| # Analysts | 5 |
| Recommendation | Strong 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 |
$-0.12 | $-0.13 | $-0.12 | 54.4% | -12.1% | 1↑ 0↓ | $0.0B | 519.3% | 3 |
| Next Q 2026-09-30 |
$-0.09 | $-0.13 | $-0.05 | 10.2% | -75.0% | 2↑ 0↓ | $0.0B | 247.2% | 3 |
| Current FY 2026-12-31 |
$-0.32 | $-0.38 | $-0.25 | 33.4% | +4.0% | 1↑ 0↓ | $0.1B | 222.1% | 3 |
| Next FY 2027-12-31 |
$-0.17 | $-0.30 | $-0.08 | 45.8% | -8.3% | 0↑ 1↓ | $0.2B | 46.3% | 3 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $-0.123 | |
| 7d ago | $-0.120 | -0.003 |
| 30d ago | $-0.110 | -0.013 |
| 60d ago | $-0.135 | +0.012 |
| 90d ago | $-0.135 | +0.012 |
3 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 0 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| Apr 29, 2026 | DA Davidson | MAINTAIN | Buy | Buy |
| Apr 16, 2026 | Rosenblatt | MAINTAIN | Buy | Buy |
| Mar 25, 2026 | B. Riley Securities | MAINTAIN | Buy | Buy |
| Mar 25, 2026 | Rosenblatt | MAINTAIN | Buy | Buy |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 2 | 8 | 1 | 0 | 0 | 91% | |
| May 1, 2026 | 2 | 8 | 1 | 0 | 0 | 91% | |
| Apr 1, 2026 | 2 | 8 | 1 | 0 | 0 | 91% | |
| Mar 1, 2026 | 2 | 8 | 1 | 0 | 0 | 91% | |
| Feb 1, 2026 | 2 | 8 | 1 | 0 | 0 | 91% | |
| Jan 1, 2026 | 2 | 8 | 1 | 0 | 0 | 91% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
50°
Neutral
Bearish
Neutral
Bullish
4 mentions
2 bullish
2 bearish
4 time periods
Reddit Sentiment History
| Date | Mentions | Sentiment | Bullish | Bearish | Threads |
|---|---|---|---|---|---|
| May 21, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| May 21, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| Apr 16, 2026 | 1 | 40° Cool | 0 | 1 | 1 |
| Apr 16, 2026 | 1 | 40° Cool | 0 | 1 | 1 |
Recent Reddit Threads
Jun 11, 2026
short_volume
Short Volume: BZAI — 59.8% short (1.0M / 1.7M)
Short: 996,963 | Exempt: 0 | TRF Vol: 1,667,564 | Short Ratio: 59.8% | Off-exchange volume (dark pool + OTC)
Jun 10, 2026
short_volume
Short Volume: BZAI — 70.0% short (1.5M / 2.1M)
Short: 1,496,815 | Exempt: 119,796 | TRF Vol: 2,139,597 | Short Ratio: 70.0% | Off-exchange volume (dark pool + OTC)
Jun 8, 2026
short_volume
Short Volume: BZAI — 67.0% short (1.1M / 1.6M)
Short: 1,061,627 | Exempt: 92,392 | TRF Vol: 1,585,159 | Short Ratio: 67.0% | Off-exchange volume (dark pool + OTC)
Jun 5, 2026
short_volume
Short Volume: BZAI — 57.1% short (2.0M / 3.5M)
Short: 1,973,523 | Exempt: 141,720 | TRF Vol: 3,456,071 | Short Ratio: 57.1% | Off-exchange volume (dark pool + OTC)
Jun 4, 2026
short_volume
Short Volume: BZAI — 57.5% short (1.1M / 1.8M)
Short: 1,056,315 | Exempt: 4,431 | TRF Vol: 1,837,624 | Short Ratio: 57.5% | Off-exchange volume (dark pool + OTC)
Jun 2, 2026
short_volume
Short Volume: BZAI — 58.8% short (2.2M / 3.7M)
Short: 2,184,122 | Exempt: 3,814 | TRF Vol: 3,714,834 | Short Ratio: 58.8% | Off-exchange volume (dark pool + OTC)
Jun 1, 2026
short_volume
Short Volume: BZAI — 61.7% short (3.1M / 5.1M)
Short: 3,129,932 | Exempt: 44,742 | TRF Vol: 5,072,736 | Short Ratio: 61.7% | Off-exchange volume (dark pool + OTC)
May 27, 2026
short_volume
Short Volume: BZAI — 55.3% short (2.0M / 3.6M)
Short: 1,984,720 | Exempt: 29,340 | TRF Vol: 3,592,230 | Short Ratio: 55.3% | Off-exchange volume (dark pool + OTC)
May 20, 2026
short_volume
Short Volume: BZAI — 60.2% short (2.8M / 4.6M)
Short: 2,775,714 | Exempt: 7,830 | TRF Vol: 4,607,763 | Short Ratio: 60.2% | Off-exchange volume (dark pool + OTC)
May 18, 2026
short_volume
Short Volume: BZAI — 55.4% short (2.2M / 4.0M)
Short: 2,236,730 | Exempt: 155,805 | TRF Vol: 4,036,987 | Short Ratio: 55.4% | Off-exchange volume (dark pool + OTC)
May 14, 2026
earnings_calendar
BZAI Q1 2026 Earnings Scheduled — 2026-05-14
May 14, 2026
short_volume
Short Volume: BZAI — 55.3% short (3.4M / 6.2M)
Short: 3,402,872 | Exempt: 15,662 | TRF Vol: 6,153,034 | Short Ratio: 55.3% | Off-exchange volume (dark pool + OTC)
May 13, 2026
short_volume
Short Volume: BZAI — 68.3% short (3.7M / 5.4M)
Short: 3,682,265 | Exempt: 342,630 | TRF Vol: 5,391,700 | Short Ratio: 68.3% | Off-exchange volume (dark pool + OTC)
May 8, 2026
short_volume
Short Volume: BZAI — 56.3% short (2.7M / 4.8M)
Short: 2,684,051 | Exempt: 6,259 | TRF Vol: 4,771,067 | Short Ratio: 56.3% | Off-exchange volume (dark pool + OTC)
May 7, 2026
short_volume
Short Volume: BZAI — 57.6% short (2.4M / 4.1M)
Short: 2,350,880 | Exempt: 126,084 | TRF Vol: 4,082,634 | Short Ratio: 57.6% | Off-exchange volume (dark pool + OTC)