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Earnings transcript
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BZAI
Blaize Holdings Inc.
$0.26
-0.02
(-6.73%)
| Exchange: | NASDAQ |
| Market Cap: | 37.135M |
| Shares Outstanding: | 38.238M |
Delayed data
About The Company
| Sector: | TechnologyView sector performance | |||||
| Industry: | SemiconductorsView industry performance | |||||
| CEO: | Dinakar C. Munagala | |||||
| Full Time Employees: | 241 | |||||
| Address: |
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| Website: | https://www.blaize.com |
Blaize Holdings, Inc. provides artificial intelligence (AI)-enabled edge computing solutions. Its portfolio includes programmable AI processors in a broad range of form factors, deployable across several verticals, including smart city, defense, retail and enterprise markets; and AI computing platforms that enable applications, such as computer vision, advanced video analytics, and AI inference, as well as software tools that allows non-expert practitioners to deploy AI applications on its hardware without the need to learn or use source code. The company also offers the GSP, an AI computing accelerator for computer vision, machine learning, and AI applications; compute cards, such as peripheral component interconnected express card and other cards; software development kit; Blaize AI Studio, a visual no-code or low-code environment intended to simplify the creation and deployment of AI models; and strategic consulting services. Blaize Holdings, Inc. was founded in 2010 and is headquartered in El Dorado Hills, California.
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Revenue Segmentation
BZAI full analysis
Hey everyone, welcome back to MarketSnap. BZAI just went through a massive repricing, and by massive, I mean the stock has lost over half its value in the last month alone. The market has clearly voted, but our job here is to figure out if that brutal sell-off actually matches the fundamentals, or if there's something deeper going on beneath the surface. We're rerunning Blaize Holdings through the full MarketSnap analysis with the fresh numbers, and honestly, this one is…
EPS
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Earnings Call
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Key takeaways
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Login — it's freeIncome Statement
| Year | 2023 | 2024 | 2025 |
|---|---|---|---|
| Revenue | 0 | 1,554 | 38,632 |
| Gross Profit | 0 | 89 | 4,999 |
| EBITDA | -1,344.810 | -46,532 | -90,603 |
| Operating Income | -3,384.810 | -47,418 | -91,798 |
| Net Income | 1,339.142 | -61,195 | -206,904 |
(* All numbers are in thousands)
Balance Sheet
| Year | 2023 | 2024 | 2025 |
|---|---|---|---|
| Total Assets | 72,594.378 | 48,316.954 | 102,244 |
| Total Liabilities | 41,441.175 | 24,079.688 | 63,244 |
| Total Stockholders Equity | 31,153.203 | 24,237.266 | 39,000 |
| Total Debt | 21,234.345 | 1,500 | 2,144 |
| Cash and Cash Equivalents | 843.313 | 1.506 | 45,781 |
(* All numbers are in thousands)
Cash Flow Statement
| Year | 2023 | 2024 | 2025 |
|---|---|---|---|
| Operating Cash Flow | -2,335.341 | -2,770.927 | -81,409 |
| Capital Expenditure | -220 | -3 | -788 |
| Free Cash Flow | -2,335.341 | -2,770.927 | -82,197 |
| Net Income | 1,339.142 | -4,113.532 | -206,904 |
| Net Change in Cash | 821.081 | -84.471 | 45,022.158 |
(* All numbers are in thousands)
Analyst Estimates
| Fiscal Year | 2028 | Research Access | Research Access | Research Access | Research Access |
|---|---|---|---|---|---|
| Estimated Revenue (Low) | 81,549.398 | Research Access | Research Access | Research Access | Research Access |
| Estimated Revenue (High) | 112,084.018 | Research Access | Research Access | Research Access | Research Access |
| Estimated Revenue (Avg) | 97,400 | Research Access | Research Access | Research Access | Research Access |
| Estimated Ebitda (Low) | -62,039.028 | Research Access | Research Access | Research Access | Research Access |
| Estimated Ebitda (High) | -39,091.170 | Research Access | Research Access | Research Access | Research Access |
| Estimated Ebitda (Avg) | -51,003.576 | Research Access | Research Access | Research Access | Research Access |
| Estimated Net Income (Low) | -67,344.095 | Research Access | Research Access | Research Access | Research Access |
| Estimated Net Income (High) | -44,396.237 | Research Access | Research Access | Research Access | Research Access |
| Estimated Net Income (Avg) | -56,308.643 | Research Access | Research Access | Research Access | Research Access |
| Estimated SGA Expense (Low) | 307,077.151 | Research Access | Research Access | Research Access | Research Access |
| Estimated SGA Expense (High) | 422,056.346 | Research Access | Research Access | Research Access | Research Access |
| Estimated SGA Expense (Avg) | 366,763.156 | Research Access | Research Access | Research Access | Research Access |
| Estimated EPS (Avg) | -0.540 | Research Access | Research Access | Research Access | Research Access |
| Estimated EPS (High) | -0.430 | Research Access | Research Access | Research Access | Research Access |
| Estimated EPS (Low) | -0.650 | Research Access | Research Access | Research Access | Research Access |
| Number of Analysts (Estimated Revenue) | 1 | Research Access | Research Access | Research Access | Research Access |
| Number of Analysts (Estimated EPS) | 1 | Research Access | Research Access | Research Access | Research Access |
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Current Key Metrics
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Intrinsic Value Calculator
Based on current fundamentals and analyst forecasts, MarketSnap estimates BZAI intrinsic value between $4.47 – $4.47 per share. This depends on revenue growth, margins, and discount rate.
This is an automatic estimate. The most reliable way to know fair value for your own assumptions is to run the calculator below.
Common questions about BZAI valuation
Is Blaize Holdings Inc. (BZAI) overvalued or undervalued right now?
MarketSnap estimates intrinsic value for Blaize Holdings Inc. (BZAI) using its proprietary valuation methodology, which incorporates discounted cash flow (DCF) analysis together with long-term earnings and fundamentals assumptions. By comparing intrinsic value to the current market price, long-term investors can see whether the stock screens as potentially overvalued, fairly valued, or undervalued today.
Is BZAI a buy, hold, or sell for long-term investors?
MarketSnap does not give one-word “buy” or “sell” calls. Instead, it shows whether BZAI trades at a premium or discount to its estimated intrinsic value, how sensitive that value is to growth and margin assumptions, and how the stock fits into a diversified, long-term portfolio so investors can make their own buy, hold, or sell decision.
What is BZAI’s P/E ratio?
You can see BZAI’s trailing P/E (TTM) and forward P/E estimates in the Current Key Metrics and Forward P/E Ratios sections above. The P/E ratio compares the current share price to earnings per share and helps investors gauge valuation relative to earnings.
How is intrinsic value calculated for BZAI?
MarketSnap uses its own valuation framework—not a generic spreadsheet DCF alone. Future cash flows and earnings are projected, discounted, and combined with MarketSnap’s methodology so intrinsic value reflects fundamentals and long-term assumptions. You can run your own inputs and see the result using the Intrinsic Value Calculator above.
Is BZAI a good long-term investment?
Whether BZAI fits a long-term portfolio depends on your assumptions about growth, margins, and risk. MarketSnap provides the metrics, intrinsic value calculator, and SWOT context so you can form your own view rather than rely on a single buy/sell rating.
BZAI
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Daily snapshot
-6.73
Trading Metrics:
| Open: | 0.27 | Previous Close: | 0.27 | |
| Day Low: | 0.25 | Day High: | 0.27 | |
| Year Low: | 0.23 | Year High: | 5.37 | |
| Price Avg 50: | 0.55 | Price Avg 200: | 1.28 | |
| Volume: | 1.402M | Average Volume: | 4.408M |
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