BZAI — Blaize Holdings, Inc.

Founder-Led

Stock analysis, trade plans, and proprietary indicators by Trend Edge.

About Blaize Holdings, Inc.

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 pr… Read full Trend Edge analysis →

Trend Edge Proprietary Indicators

Key Metrics

Current Price$1.64
Market Cap$215M
Float106.3M
Shares Outstanding142.3M
Price/Sales (TTM)5.32
Profit Margin-202.65%
Operating Margin (TTM)-854.20%
Revenue (TTM)$40.4M
Dividend RateNone

Financial History

Annual Revenue & Earnings History

YearRevenueNet IncomeGross ProfitEBITDA
2021 N/A -$65,892 N/A -$65,892
2022 $3.8M -$105M $806,000 -$47.5M
2023 $3.9M -$87.6M $200,000 -$36.5M
2024 $1.6M -$61.2M $975,000 -$46.7M
2025 $38.6M -$207M $5.0M -$91.8M

Recent Quarterly Revenue & Net Income

QuarterRevenueNet Income
Jun 2025 $2.0M -$29.6M
Sep 2025 $11.9M -$26.3M
Dec 2025 $23.8M -$3.3M
Mar 2026 $2.7M -$22.7M

Ownership & Float

Insider Ownership23.5%
Institutional Ownership34.8%
Short Float11.0%
% of All Funds Holding1.22%
Number of Funds Holding100

Current Moving Averages

Trend Edge tracks near-term, medium-term, cyclical, and secular moving averages across weekly and monthly timeframes to identify trend structure at every horizon.

TimeframeSMAValueTrend Context
Weekly10-Week SMA$1.85Near-term / short-term trend
Weekly40-Week SMA$2.37Medium-term trend
Weekly80-Week SMA$3.78Cyclical trend (business cycle)
Weekly200-Week SMA$7.88Secular trend (multi-year)
Monthly10-Month SMA$2.33Near-term monthly trend
Monthly20-Month SMA$4.18Medium-term monthly trend
Monthly40-Month SMA$7.46Secular monthly trend

Volume Shelves — Support & Resistance

Trend Edge identifies volume shelves: price zones where historically elevated trading volume creates structural support or resistance. A volume shelf forms when a disproportionate share of cumulative volume was transacted at a specific price level, making it a high-conviction anchor for future price reactions.

Price LevelTypeVolume RatioAge
$1.90 resistance 2.19x 0 months ago
$1.20 support 2.51x 1 months ago
$3.90 resistance 1.20x 5 months ago
$5.70 resistance 6.43x 14 months ago
$17.40 resistance 5.34x 15 months ago

Historical Earnings Reactions (17 events)

TimeframeAvg ReturnMedianWin RateBestWorst
Gap 3.43% 0.19% 58.82% 39.19% -1.08%
1 Day -2.34% 0.00% 29.41% 11.71% -21.94%
1 Week 2.72% 0.00% 47.06% 70.27% -19.78%
2 Weeks 4.31% 0.19% 52.94% 107.21% -27.70%
1 Month 3.35% 0.45% 70.59% 94.59% -25.57%

Next earnings: August 2, 2026 (66 days away)

Seasonality & Day-of-Week Patterns

Monthly Seasonality

Insufficient historical data for monthly seasonality analysis (requires 7+ years of data).

Day-of-Week Tendencies

DayAvg ReturnWin RateSamples
Monday -0.11% 34.5% 200
Tuesday 0.11% 37.9% 224
Wednesday -0.16% 37.4% 222
Thursday -0.25% 28.2% 216
Friday 0.23% 32.9% 219

Top Institutional Holders

Institutional holder breakdown coming soon.

Total institutional ownership: 34.8%

Insider Transactions — Smart Summary

Total insider ownership: 23.5%

Founder-led management: Dinakar C. Munagala (Co-Founder, CEO & Director), Ke Yin (Co-Founder, Chief Scientist & VP of Engineering), Satyaki Koneru (Co-Founder & CTO)

12-Month Insider Activity Summary

Total Filings5
Net Value-$172,104.33
Net Shares Change340,991
% of Float0.3%
C-Suite Filings3
Clusters Detected1

Key Insiders

NameTitleNet ValueFilingsActivity
Cannestra Anthony -$123,000 2 N/A
Munagala Dinakar Chief Executive Officer -$98,500 1 N/A
Sehmi Harminder Chief Financial Officer -$73,604.33 2 N/A

Transaction Clusters

PeriodFilingsInsidersNet ValueSeniority
2026-04-08 – 2026-04-22 3 3 -$151,104.6 2 C-suite

Significant Filings

DateInsiderTitleNet ValuePrice After
2026-05-05 Sehmi Harminder Chief Financial Officer -$79,999.73 Transaction at $1.97, now -16.8%
2026-04-22 Sehmi Harminder Chief Financial Officer +$6,395.4 Transaction at $1.42, now +15.1%
2026-05-12 Cannestra Anthony -$64,000 Transaction at $1.21, now +35.5%
2026-04-20 Munagala Dinakar Chief Executive Officer -$98,500 Transaction at $1.55, now +5.5%
2026-04-08 Cannestra Anthony -$59,000 Transaction at $1.16, now +41.4%

View full insider transaction history on Trend Edge →

AI Consult Analysis

Trend Edge's AI Consult feature delivers a comprehensive, multi-layer trade plan for Blaize Holdings, Inc. (BZAI) powered by Claude Opus — Anthropic's most capable AI model. The analysis covers five layers: technical analysis (near-term, medium-term, cyclical, and secular trend, momentum, volume shelf support and resistance, breakout and breakdown signals), qualitative analysis (business model, competitive moat, sector dynamics), insider sentiment (buy and sell signals from executive and director transactions), share stats analysis (institutional accumulation, fund positioning, short float squeeze potential), and fundamental analysis (valuation, revenue growth, profit margin, earnings quality).

AI Consult synthesizes all five layers into a single bullish or bearish thesis with explicit entry, exit, stop loss, and take profit levels — giving you a complete, AI-powered trade plan with defined risk/reward. Whether you are building a long position, initiating a short, or looking for a reversal setup, AI Consult identifies the highest-probability signal from the current trend.

Get the full AI Consult analysis for BZAI on Trend Edge →