$BZAI

Blaize Holdings, Inc.

AlphAI earnings readSecond quarter 2026 · AUG 13Blaize Reports Second Quarter 2026 Financial ResultsVerdict: mixed

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Blaize (BZAI) Q2 2026 Earnings Call Transcript

Blaize (BZAI) reported Q2 2026 revenue of $12M, up from $3M in H1 2025. Full-year guidance lowered to $40M-$43M due to supply chain costs and delayed revenue. Gross margin fell to 8% but is expected to improve to 17-19% in H2. Adjusted EBITDA loss widened to $20.9M. Cash reserves stand at $36.8M. The company faces risks from customer payment issues and rising memory prices.

Polar Asset Management discloses 5.6% Blaize Holdings (BZAI) stake in ownership filing

Polar Asset Management Partners Inc., acting as investment adviser to the Polar Multi-Strategy Master Fund, reported beneficial ownership of 9,375,000 shares of Blaize Holdings, Inc. common stock, or 5.6% of the class, as of June 30, 2026, with sole voting and sole dispositive power. The filing was signed Aug. 14, 2026.

Blaize Holdings, Lightwave Logic, nLight Diverge in Big Price Swings Today

Blaize Holdings (BZAI) shares fell about 45% to ~$0.65 after Q2 results and a full-year 2026 revenue cut to $40M-$43M from ~$130M, with adjusted EBITDA loss expected at $62M-$65M. nLIGHT (LASR) rose ~4% after Q2 beat and Q3 revenue guidance of $63M-$73M. Lightwave Logic (LWLG) gained ~3% on optics rally and updates on Stage 3 customer programs and wafer deliveries.

BZAI sentiment & insider activity

Recent BZAI coverage spans earnings, financial news and market movers.

What's driving BZAI

  • Guidance reduction and loss guidance suggest near-term downside.

    fool.com · Aug 21, 2026

  • This is a disclosed ownership stake with sole voting and dispositive power, which can matter for control dynamics but does not provide operational or financial catalysts.

    stocktitan.net · Aug 15, 2026

  • Guidance cut and gross margin deterioration materially reset downside risk and near-term funding/credibility expectations.

    247wallst.com · Aug 14, 2026

  • The filing combines a sharp sequential revenue jump with a major margin deterioration and a reduced full-year revenue outlook, plus a large server backlog tied to memory pricing.

    SEC EDGAR 8-K · Aug 13, 2026

  • The disclosed MoU is a potential commercialization and supply-chain catalyst for Blaize, but it is not a binding contract or quantified financial commitment.

    insidermonkey.com · Jul 14, 2026

AlphAI scores every news story that mentions BZAI with an AI model for sentiment and relevance, and aggregates insider trades from Blaize Holdings, Inc.'s SEC EDGAR Form 4 filings. Figures refresh continuously.

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$BZAIMed

Blaize (BZAI) Q2 2026 Earnings Call Transcript

Blaize (BZAI) reported Q2 2026 revenue of $12M, up from $3M in H1 2025. Full-year guidance lowered to $40M-$43M due to supply chain costs and delayed revenue. Gross margin fell to 8% but is expected to improve to 17-19% in H2. Adjusted EBITDA loss widened to $20.9M. Cash reserves stand at $36.8M. The company faces risks from customer payment issues and rising memory prices.

$BZAIMedAI 8/10

Blaize Holdings, Lightwave Logic, nLight Diverge in Big Price Swings Today

Blaize Holdings (BZAI) shares fell about 45% to ~$0.65 after Q2 results and a full-year 2026 revenue cut to $40M-$43M from ~$130M, with adjusted EBITDA loss expected at $62M-$65M. nLIGHT (LASR) rose ~4% after Q2 beat and Q3 revenue guidance of $63M-$73M. Lightwave Logic (LWLG) gained ~3% on optics rally and updates on Stage 3 customer programs and wafer deliveries.

$BZAIMed

Blaize Holdings, Inc. (BZAI): Results of Operations and Financial Condition

Blaize Holdings, Inc. (BZAI) filed an SEC Form 8-K — Results of Operations and Financial Condition. Exhibit 99.1 Blaize Reports Second Quarter 2026 Financial Results El Dorado Hills, Calif. – August 13, 2026 – Blaize Holdings, Inc. (NASDAQ: BZAI, NASDAQ: BZAIW) (“Blaize,” the “Company,” “we,” “us,” and “our”) , a leader in programmable, energy-efficient edge AI computing, today

10 Best Future Stocks to Buy Under $10

Tim Urbanowicz of Innovator discussed small-cap stocks on Power Lunch, saying AI infrastructure drove about 40% of year-to-date gains, but Russell 2000 exposure to that theme was cut from 15% to 7% after a rebalance. He expects slower outperformance, less attractive valuations, and sensitivity to growth and interest rates. The article lists stocks under $10, including Blaize (BZAI) and Shutterstock (SSTK).

Blaize Holdings, Inc. (BZAI): Entry into a Material Definitive Agreement

Blaize Holdings, Inc. (BZAI) filed an SEC Form 8-K — Entry into a Material Definitive Agreement. EX-10.1 2 ex101-blaizexbesssettlemen.htm EX-10.1 Document EXHIBIT 10.1 SETTLEMENT AGREEMENT This Settlement Agreement (this “Agreement”) is entered into as of July 7, 2026, by and among Bess Ventures and Advisory LLC (“Bess”) and Blaize, Inc. (“Blaize”) (each a “Party,” and colle

$BZAILowAI 8/10

Rosen Law Firm Encourages Blaize Holdings, Inc. Investors to Inquire About Securities Class Action Investigation - BZAI

The Rosen Law Firm said it is investigating potential securities claims for shareholders of Blaize Holdings, Inc. (NASDAQ: BZAI) over allegations that the company issued materially misleading information, according to the firm. The notice cites an April 28, 2026 Investing.com report tied to short-seller Pelican Way Research’s fraud allegations about a $50 million deal with NeoTensr, after which BZAI shares fell 12%.

Nokia, Blaize, and Datacomm Diangraha Unite to Deliver Hybrid AI Inference Across Indonesia and Southeast Asia

Blaize (Nasdaq: BZAI) said it has formed a three-way collaboration with Nokia and PT Datacomm Diangraha to deploy hybrid AI inference infrastructure across Indonesia and APAC. Nokia’s Singapore lab will validate a reference architecture combining telco-grade GPU networking, Blaize’s energy-efficient edge inference, and Datacomm’s local deployment expertise. Datacomm reported a 50%+ surge in AI inference demand in six months.

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