Blaize Holdings, Inc.
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See all $BZAI insider activity →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 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.
Recent BZAI coverage spans earnings, financial news and market movers.
Guidance reduction and loss guidance suggest near-term downside.
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.
Guidance cut and gross margin deterioration materially reset downside risk and near-term funding/credibility expectations.
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.
The disclosed MoU is a potential commercialization and supply-chain catalyst for Blaize, but it is not a binding contract or quantified financial commitment.
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.
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.
3 min readPolar 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.
2 min readBlaize 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.
4 min readBlaize 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
6 min readTim 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).
6 min readBlaize 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
2 min readThe article links Oracle’s AI cloud push to five “picks-and-shovels” stocks. It cites Applied Digital’s $16B contracted backlog and Q3 FY2026 results, HIVE’s 158% revenue growth and GPU cloud pivot, Rezolve AI’s $60M Q1 revenue (+1,800% YoY) and ~$360M FY2026 guidance, Blaize’s gross margin jump to 58%, and Lantronix’s drone-driven outlook.
6 min readSehmi Harminder (Chief Financial Officer) sold 40,609 shares of Blaize Holdings, Inc. (BZAI) at $1.82 on 2026-06-01 under a Rule 10b5-1 trading plan.
1 min readThe 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%.
2 min readBlaize (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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