$BZAI

Bronstein, Gewirtz & Grossman, LLC has filed a class action lawsuit against Blaize Holdings, Inc. (NASDAQ: BZAI) and certain officers, alleging violations of federal securities laws. The lawsuit covers investments made between July 18, 2025, and April 28, 2026, claiming false statements and improper revenue recognition. Investors with losses have until October 5, 2026, to request lead plaintiff status.

Robbins LLP urges Blaize Holdings (BZAI) investors who bought shares between July 18, 2025, and April 28, 2026, to contact the firm about a securities class action lawsuit. The complaint alleges Blaize made false statements about its business, operations, and financial condition, leading to a 12% stock drop after a critical report. Investors have until October 5, 2026, to seek lead plaintiff status.

Bronstein, Gewirtz & Grossman, LLC has filed a class action lawsuit against Blaize Holdings, Inc. (NASDAQ:BZAI) and certain officers. The lawsuit alleges securities law violations during the period from July 18, 2025, to April 28, 2026, claiming false statements and improper revenue recognition. Investors with losses until October 5, 2026, can join the case.

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.

Johnson Fistel is investigating Blaize Holdings (BZAI) for potential securities law violations after it cut full-year revenue guidance by 68%, from $130M to $40-43M. The company cited unmaterialized commercial opportunities, customer delays, and higher memory costs. Blaize also disclosed risks related to unpaid receivables and changes in customer agreements. Shares fell below $0.64, over 65% below the May IPO price of $1.85.

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 (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.

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

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) 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