Blaize Holdings: Somewhat Speculative Edge-AI Play [Seeking Alpha]
Blaize Holdings, Inc. (BZAI)
Company Research
Source: Seeking Alpha
Current gross margins are compressed due to initial third-party GPU sales; margin improvement is expected as GSP product ramps up in coming quarters. A recent $30M private placement extends liquidity, but ongoing cash burn and likely shareholder dilution temper near-term upside. I have a Hold rating on BZAI, awaiting sustained GSP-driven revenue and clearer capital sufficiency before considering a more bullish stance. peshkov/iStock via Getty Images Blaize Holdings ( BZAI ) is an interesting way to play AI and semiconductors: with smaller-scale customers that need something cheaper than GPUs. There's a clear market for this, but this company is still very early and short on cash. Investors This article was written by Analyst's Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not re
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BZAI
News
- Blaize (BZAI) Reported Strong Q3 Results, Analysts Bullish [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
- 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
BZAI
Earnings
- 11/13/25 - Miss
BZAI
Sec Filings
- 12/19/25 - Form EFFECT
- 12/18/25 - Form 424B3
- 12/18/25 - Form 424B3
- BZAI's page on the SEC website