$BZAIW

Blaize (NASDAQ:BZAI) reported preliminary Q3 2026 revenue of $0.5M and lowered its full-year revenue guidance to $32M-$36M, citing shipment delays and working-capital needs. The revised outlook depends on fulfilling existing purchase orders, including a $50M contract with NeoTensr.

Blaize Holdings Inc (BZAIW) shares fell over 30% after reporting preliminary Q3 revenue of $0.5M, cutting 2026 revenue guidance to $32M-$36M, and disclosing a DOJ investigation. Analysts downgraded the stock, citing cash reserves, supply issues, and payment delays from a key customer.

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Blaize Holdings, Inc. (BZAI) reported preliminary Q3 2026 revenue of $0.5M and revised full-year 2026 guidance to $32M-$36M. The update is based on binding orders from NeoTensr and a new customer. The company expects to fulfill partial orders in Q4 and is working to secure additional inventory.

Blaize Holdings (BZAI) received a notice from Nasdaq that its stock price has fallen below $1.00 for 30 consecutive days, violating the exchange's minimum bid price rule. The company has 180 days to comply or risk delisting, with potential extensions available if certain conditions are met.

Blaize Holdings (BZAI) announced a restructuring plan affecting 26% of its workforce, aiming to save $7.5M-$8.4M annually. The company will redirect resources to AI platforms, services, and autonomous systems. Restructuring costs are estimated at $1.1M-$1.3M, mostly in severance. The plan is expected to be completed by December 31, 2026.

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.

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