Blaize Holdings Inc/$BZAI

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About Blaize Holdings Inc

Blaize Holdings Inc provides customized, programmable processor architecture suite, artificial intelligence (AI)-enabled edge computing solutions. The company is a semiconductor and software technology company dedicated to revolutionizing the world of AI.

Ticker

$BZAI

Sector

Semiconductors
Primary listing

Employees

232

BZAI Metrics

BasicAdvanced
$319M
-
-$3.50
0.29
-

Bulls say / Bears say

Revenue rose 97% sequentially to $1.98 million in Q2 2025, beating the high end of guidance by roughly 17% on initial South Asia shipments.
The company secured a $56 million purchase order for edge AI rollouts across 250,000 cameras in South Asia, with $1.8 million shipped and a $4.6 million backlog, strengthening short-term revenue visibility.
Blaize entered a strategic cooperation agreement with Starshine to deliver at least $120 million in hybrid AI infrastructure revenue over 18 months in APAC, representing a major expansion of its addressable market.
GAAP net loss increased to $29.6 million in Q2 2025, and adjusted EBITDA loss stayed high at $12.9 million, highlighting persistently heavy operating losses compared to revenue.
Cash and cash equivalents were $29.1 million as of June 30, 2025, which may only partially cover the expected non-GAAP EBITDA loss of $55 million for fiscal 2025, raising concerns over the company's cash runway.
Ragnarok Research has questioned the validity of Blaize’s $120 million Starshine contract and indicated that Starshine’s customer may not be real, creating both reputational and execution risks.
Data summarised monthly by Lightyear AI. Last updated on 6 Sept 2025.
Data displayed above is indicative only and its accuracy or completeness is not guaranteed. Actual execution price may vary. Past performance is not indicative of future results. Your return may be affected by currency fluctuations and applicable fees and charges. Capital at risk.
Real-time US market data is sourced from the IEX order book provided by Polygon. After-hours US market data is 15 minutes delayed and may differ significantly from the actual tradable price at market open.

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