Blaize Holdings, Inc.(BZAI)Stock Analysis
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Rank #2,472 of 2,961 stocks
Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
Unusual Activity in BZAI
Events flagged as statistical outliers against BZAI's own multi-year baseline — not fixed dollar thresholds.
BZAI Stock Analysis & AI Quality Score
Data updated 2026-09-11AI stock analysis and institutional research for Blaize Holdings, Inc. (BZAI), a Technology sector company. 13F Pro's AI-powered ranking engine scores BZAI at 31.0/100 on a 32-signal composite quality model, placing it at rank #2,472 of 2,961 stocks — the bottom half of the AI-ranked universe. BZAI scores in the top quartile across revenue growth (99.3). Areas of concern include balance sheet strength (0.9) and earnings quality (4.2), which score below median versus the broader universe. Shareholder dilution risk is elevated at 3.2/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q2 2026), Blaize Holdings, Inc. reports quarterly revenue of $12.0M, net income of $-28.8M, free cash flow of $-29.2M. Top institutional holders of BZAI by reported 13-F value include BlackRock, VANGUARD CAPITAL MANAGEMENT, GEODE CAPITAL MANAGEMENT, based on the most recent SEC filings. BZAI trades on the Nasdaq exchange and files with the SEC under CIK 1871638. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate BZAI daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Blaize Holdings, Inc. directly from SEC EDGAR. Blaize Holdings, Inc.'s 13F Pro composite quality score has ranged between 24 and 31 since 2026, currently 31.0 — an improving long-term trajectory across 25 quarterly and live scoring snapshots.
Revenue
Q2 2026
$12.0M
Net Income
Q2 2026
$-28.8M
Free Cash Flow
Q2 2026
$-29.2M
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · ProRevenue
+2386.0% YoYNet Income
-238.1% YoYOperating Income
-118.0% YoYEPS (Diluted)
-13.1% YoYTotal Assets
+26.9% YoYOp. Cash Flow
-37.8% YoYFree Cash Flow
-36.9% YoY| Metric | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 |
|---|---|---|---|---|---|
| Revenue | $38.6M +2386.0% | $1.6M | — | — | — |
| Net Income | $-206.9M -238.1% | $-61.2M -4669.7% | $1.3M -20.0% | $1.7M | — |
| Operating Income | $-103.8M -118.0% | $-47.6M -1307.3% | $-3.4M -122.1% | $-1.5M | — |
| EPS (Diluted) | $-1.98 -13.1% | $-1.75 | — | — | — |
| Total Assets | $102.2M +26.9% | $80.5M +10.9% | $72.6M -75.5% | $296.0M +0.8% | $293.7M |
| Operating Cash Flow | $-73.8M -37.8% | $-53.5M -2192.3% | $-2.3M -70.1% | $-1.4M | — |
| Free Cash Flow | $-74.5M -36.9% | $-54.4M | — | — | — |
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Available Research
13F Pro tracks comprehensive data for Blaize Holdings, Inc. including:
Top Institutional Holders of BZAI
BlackRock, Inc.
$10.2M7,387,308 shVANGUARD CAPITAL MANAGEMENT LLC
$6.4M4,654,065 shGEODE CAPITAL MANAGEMENT, LLC
$2.9M2,136,932 shLAZARD ASSET MANAGEMENT LLC
$2.7M1,986,835 shUBS Group AG
$2.5M1,807,978 shMARSHALL WACE, LLP
$2.2M1,607,810 shSTATE STREET CORP
$2.2M1,572,428 shAQR CAPITAL MANAGEMENT LLC
$2.1M1,501,041 shCITADEL ADVISORS LLC
$1.7M1,247,768 shSUSQUEHANNA INTERNATIONAL GROUP, LLP
$1.5M1,079,100 sh
| Fund | Value | Shares |
|---|---|---|
| BlackRock, Inc. | $10.2M | 7,387,308 |
| VANGUARD CAPITAL MANAGEMENT LLC | $6.4M | 4,654,065 |
| GEODE CAPITAL MANAGEMENT, LLC | $2.9M | 2,136,932 |
| LAZARD ASSET MANAGEMENT LLC | $2.7M | 1,986,835 |
| UBS Group AG | $2.5M | 1,807,978 |
| MARSHALL WACE, LLP | $2.2M | 1,607,810 |
| STATE STREET CORP | $2.2M | 1,572,428 |
| AQR CAPITAL MANAGEMENT LLC | $2.1M | 1,501,041 |
| CITADEL ADVISORS LLC | $1.7M | 1,247,768 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.5M | 1,079,100 |
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Similarity is computed from the 8 composite sub-scores and latest-quarter 13F conviction holdings (index-style filers excluded). Refreshed monthly.
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Popular Research
Is BZAI a good stock to buy?
13F Pro's AI-powered analysis of Blaize Holdings, Inc. (BZAI) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Technology sector (listed on Nasdaq). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for BZAI are available on the BZAI stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing. BZAI is classified as a small company.
Which hedge funds own BZAI?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling BZAI. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of Blaize Holdings, Inc.'s investment landscape.