Blaize’s (BZAI) “Buy” Rating Reaffirmed at Rosenblatt Securities

Rosenblatt Securities reiterated their buy rating on shares of Blaize (NASDAQ:BZAI) in a report published on Wednesday morning,Benzinga reports. They currently have a $6.00 target price on the stock.

Separately, Weiss Ratings reiterated 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 issued a Sell rating to the company. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $6.00.

Blaize Trading Up 11.7%

Shares of BZAI stock opened at $1.24 on Wednesday. Blaize has a 1-year low of $1.00 and a 1-year high of $6.76. The stock has a market cap of $137.63 million, a price-to-earnings ratio of -0.57 and a beta of 0.35. The stock has a 50-day moving average of $1.35 and a 200-day moving average of $2.52.

Institutional Investors Weigh In On Blaize

Several hedge funds and other institutional investors have recently modified their holdings of BZAI. Vanguard Group Inc. raised its position in shares of Blaize by 301.9% during the third quarter. Vanguard Group Inc. now owns 3,587,998 shares of the company’s stock worth $12,379,000 after purchasing an additional 2,695,204 shares during the period. Geode Capital Management LLC lifted its holdings in shares of Blaize by 4.5% in the 4th quarter. Geode Capital Management LLC now owns 1,536,900 shares of the company’s stock worth $2,997,000 after purchasing an additional 66,178 shares in the last quarter. UBS Group AG grew its position in Blaize by 153.4% in the 4th quarter. UBS Group AG now owns 1,343,035 shares of the company’s stock valued at $2,619,000 after purchasing an additional 813,121 shares during the period. State Street Corp grew its position in Blaize by 2.3% in the 4th quarter. State Street Corp now owns 1,292,591 shares of the company’s stock valued at $2,521,000 after purchasing an additional 29,222 shares during the period. Finally, Millennium Management LLC bought a new stake in Blaize during the 4th quarter valued at $1,887,000. Institutional investors own 97.12% of the company’s stock.

More Blaize News

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

About Blaize

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.