Blaize: New AI Deals, But Q4 Is The Real Test [Seeking Alpha]
Blaize Holdings, Inc. (BZAI)
Company Research
Source: Seeking Alpha
Blaize's recent partnerships in South Asia and Saudi Arabia expand its international presence, with milestone-based contracts driving future revenue but introducing execution and geopolitical risks. Despite improving margins and narrowing losses, Blaize's high cash burn, dilution risk, and premium valuation highlight the need for flawless execution to justify current share prices. Hitting FY25 targets depends on timely shipments under major contracts; any delays or missteps could strain liquidity and trigger further dilution. I hereon share my sentiment on BZAI stock and why I see more upside ahead. krisanapong detraphiphat/iStock via Getty Images Investment Thesis Blaize Holdings ( NASDAQ: BZAI ) shares have been on a decent run-up; the stock is up almost 14% over the past 5 days. The company has ridden some nice AI tailwinds going into 2H25, but now it needs This article was written by Analyst's Disclosure: I/we have no stock, option or similar derivative position i
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BZAI
News
- Blaize (NASDAQ:BZAI) had its "sell (e+)" rating reaffirmed by analysts at <a style="font-weight:bold" href="https://weissratings.com/">Weiss Ratings</a>.MarketBeat
- Blaize (NASDAQ:BZAI) had its "sell (e+)" rating reaffirmed by analysts at <a style="font-weight:bold" href="https://weissratings.com/">Weiss Ratings</a>.MarketBeat
- Blaize CEO and CFO to Participate in Upcoming Wells Fargo TMT Summit and Craig-Hallum Alpha Select ConferenceBusiness Wire
- Blaize Holdings Inc (BZAI) Q3 2025 Earnings Call Highlights: Record Revenue Surge and Strategic ... [Yahoo! Finance]Yahoo! Finance
- Blaize (NASDAQ:BZAI) had its "sell (e+)" rating reaffirmed by analysts at <a style="font-weight:bold" href="https://weissratings.com/">Weiss Ratings</a>.MarketBeat
BZAI
Earnings
- 11/13/25 - Miss
BZAI
Sec Filings
- 12/5/25 - Form 4
- 12/5/25 - Form 4
- 12/5/25 - Form 4
- BZAI's page on the SEC website