Blaize Holdings, Inc. (NASDAQ:BZAI) Stock Has Average Target Price of $3.38

Shares of Blaize Holdings, Inc. (NASDAQ:BZAI) have been given an average rating of “Hold” by the six ratings firms that are presently covering the stock, Marketbeat reports. One analyst has rated the stock with a sell recommendation, two have issued a hold recommendation and three have assigned a buy recommendation to the company. The average 12-month price target among brokers that have issued ratings on the stock in the last year is $3.38.

A number of equities analysts recently weighed in on BZAI shares. Weiss Ratings restated a “sell (e+)” rating on shares of Blaize in a research report on Monday. DA Davidson reiterated a “neutral” rating and issued a $1.00 price target (down from $3.00) on shares of Blaize in a report on Friday, August 14th. Finally, B. Riley Financial decreased their price target on shares of Blaize from $4.00 to $2.00 and set a “buy” rating on the stock in a research note on Friday, August 14th.

Key Stories Impacting Blaize

Here are the key news stories impacting Blaize this week:

• Positive Sentiment: Brokerage coverage currently carries a consensus recommendation of “Hold,” suggesting analysts are not broadly recommending that investors sell the shares. Consensus Hold recommendation
• Neutral Sentiment: Reported short-interest data showed zero shares outstanding short as of September 24, with a 0.0-day days-to-cover ratio. However, the report also described a large increase in short interest during September, making the data appear inconsistent and limiting its usefulness as a clear trading signal.
• Negative Sentiment: Multiple law firms are promoting or pursuing securities-fraud class actions against Blaize Holdings on behalf of investors who purchased shares between July 18, 2025, and April 28, 2026. The complaints reportedly allege violations of federal securities laws, including Sections 10(b) and 20(a) and Rule 10b-5. Pomerantz investor alert SBS securities lawsuit notice
• Negative Sentiment: The repeated notices are focused on an October 5, 2026 deadline for investors to seek a lead-plaintiff role. While the deadline itself does not establish wrongdoing, the unusually heavy legal-advertising activity reinforces reputational, financial, and potential liability risks for the company. Rosen Law deadline notice Glancy Prongay lawsuit notice
• Negative Sentiment: Blaize’s weak financial profile adds to investor concern: its latest quarter missed the consensus EPS estimate, revenue was about $11.99 million, and the company reported a deeply negative net margin and return on equity. These fundamentals leave limited support against litigation-driven selling.

Blaize Trading Down 8.6%

NASDAQ BZAI opened at $0.51 on Friday. The stock’s 50 day moving average is $0.70 and its 200 day moving average is $1.27. Blaize has a 12 month low of $0.42 and a 12 month high of $6.76. The stock has a market cap of $73.52 million, a PE ratio of -0.75 and a beta of 0.08.

Blaize (NASDAQ:BZAI) last announced its quarterly earnings data on Thursday, August 13th. The company reported ($0.21) earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of ($0.20) by ($0.01). The company had revenue of $11.99 million for the quarter. Blaize had a negative net margin of 160.85% and a negative return on equity of 306.51%. On average, analysts forecast that Blaize will post -0.76 EPS for the current fiscal year.

Insider Activity

In other Blaize news, CFO Harminder Sehmi sold 40,609 shares of the firm’s stock in a transaction that occurred on Wednesday, July 1st. The stock was sold at an average price of $1.37, for a total transaction of $55,634.33. Following the completion of the transaction, the chief financial officer owned 259,773 shares in the company, valued at $355,889.01. This trade represents a 13.52% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Anthony Cannestra sold 50,000 shares of Blaize stock in a transaction that occurred on Monday, July 6th. The stock was sold at an average price of $1.35, for a total value of $67,500.00. Following the completion of the sale, the director directly owned 50,000 shares in the company, valued at approximately $67,500. The trade was a 50.00% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders own 17.40% of the company’s stock.

Institutional Trading of Blaize

Several hedge funds have recently modified their holdings of BZAI. Bank of America Corp DE raised its stake in Blaize by 11.4% during the first quarter. Bank of America Corp DE now owns 93,844 shares of the company’s stock valued at $171,000 after purchasing an additional 9,598 shares in the last quarter. Caitong International Asset Management Co. Ltd bought a new position in Blaize during the fourth quarter valued at $29,000. Abel Hall LLC purchased a new position in shares of Blaize in the 1st quarter worth $32,000. Corient Private Wealth LP purchased a new position in shares of Blaize in the 2nd quarter worth $28,000. Finally, Leonteq Securities AG bought a new stake in shares of Blaize in the 4th quarter worth about $39,000. 97.12% of the stock is owned by hedge funds and other institutional investors.

About Blaize

Blaize, Inc is an artificial intelligence computing company that develops hardware and software for running AI applications at the edge. Its technology is designed to process data locally on devices and systems, reducing the need to send information to centralized cloud infrastructure and supporting applications that require low latency, lower power consumption, or enhanced data privacy.

The company’s offerings include purpose-built edge AI processors, embedded computing platforms, and software tools for developing and deploying machine-learning models.