Blaize (NASDAQ:BZAI) Price Target Lowered to $5.00 at B. Riley Financial

Blaize (NASDAQ:BZAI) had its price objective lowered by B. Riley Financial from $8.00 to $5.00 in a research report released on Wednesday morning,Benzinga reports. The brokerage currently has a buy rating on the stock.

Other equities analysts have also issued reports about the stock. Rosenblatt Securities reissued a “buy” rating and set a $6.00 price target on shares of Blaize in a research report on Wednesday. Weiss Ratings reaffirmed a “sell (e+)” rating on shares of Blaize in a report on Monday, December 29th. Four analysts have rated the stock with a Buy rating, one has assigned a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average target price of $6.00.

Blaize Stock Up 11.7%

Blaize stock opened at $1.24 on Wednesday. The stock has a 50-day moving average price of $1.35 and a 200 day moving average price of $2.52. The company has a market capitalization of $137.63 million, a price-to-earnings ratio of -0.57 and a beta of 0.35. Blaize has a 52 week low of $1.00 and a 52 week high of $6.76.

Institutional Investors Weigh In On Blaize

Hedge funds have recently bought and sold shares of the stock. Legal & General Group Plc purchased a new position in shares of Blaize during the 3rd quarter valued at approximately $26,000. Resurgent Financial Advisors LLC purchased a new stake in shares of Blaize during the 4th quarter worth about $26,000. Caitong International Asset Management Co. Ltd acquired a new stake in shares of Blaize during the 4th quarter valued at about $29,000. Bank of Montreal Can acquired a new stake in shares of Blaize during the 4th quarter valued at about $30,000. Finally, Cetera Investment Advisers purchased a new position in shares of Blaize in the 4th quarter valued at about $38,000. Hedge funds and other institutional investors own 97.12% of the company’s stock.

Key Headlines Impacting Blaize

Here are the key news stories impacting Blaize this week:

• Positive Sentiment: Company reported Q4 revenue of $23.78M and beat EPS expectations; management set 2026 revenue guidance of about $130M, which signals improving product-market fit for edge AI and supports upside to revenue multiples. Blaize Announces Fourth Quarter and Full-Year 2025 Financial Results
• Positive Sentiment: Analyst/industry note argues 2026 guidance vindicates management and implies meaningful TAM traction; the write-up models a path to a mid‑single‑digit to double‑digit price target range under a 10x P/S scenario. Blaize: Revenue Guidance Is Vindicated, There’s Light At The End Of The Tunnel
• Positive Sentiment: Rosenblatt reaffirmed a “buy” rating with a $6 price target, reinforcing buy-side analyst support and boosting confidence in upside. Rosenblatt Reaffirms Buy
• Positive Sentiment: Unusually large call buying (6,318 calls, ~652% above normal) signals speculative/bullish positioning by options traders that can amplify intraday upside. No link
• Positive Sentiment: Media coverage highlighted the sharp overnight move (~49% jump reported) and trending interest, which tends to attract momentum buyers and retail attention. Blaize Holdings is trending as stock shoots up 49% overnight
• Neutral Sentiment: Official earnings/credit coverage and the company press release provide the primary facts; investors should listen to the conference call transcript for detail on product wins, gross margin cadence and customer cadence. Q4 2025 Earnings Call Highlights
• Neutral Sentiment: Short-interest entries in public feeds show zero or inconsistent data (likely reporting artifacts); current days-to-cover metrics are not meaningful — monitor updated short-interest releases for any real change. No link
• Negative Sentiment: B. Riley lowered its price target from $8 to $5 (but retained a “buy”), which trims some analyst upside and may cap near-term gains until guidance execution is proven. B. Riley Lowers Price Target

Blaize Company Profile

Blaize (NASDAQ: BZAI) is a fabless semiconductor company that designs and develops hardware and software solutions for artificial intelligence (AI) and machine learning applications at the edge. The company’s core technology is centered on its proprietary Graph Streaming Processor (GSP) architecture, which combines dataflow computing with a highly parallel matrix processing engine to deliver real-time AI inference with low power consumption. Blaize’s platform is aimed at customers seeking to deploy sophisticated AI workloads in environments where power efficiency, latency and form factor are critical.

The company offers a hardware portfolio that includes standalone GSP modules, PCIe cards and M.2 form-factor boards, alongside its Blaize AI software stack.