Blaize (NASDAQ:BZAI) Lowered to “Strong Sell” Rating by Wall Street Zen

Wall Street Zen downgraded shares of Blaize (NASDAQ:BZAI) from a sell rating to a strong sell rating in a research note issued to investors on Saturday morning.

A number of other equities research analysts also recently issued reports on the stock. Rosenblatt Securities reiterated a “buy” rating and issued a $6.00 target price on shares of Blaize in a research report on Thursday, April 16th. Weiss Ratings reiterated a “sell (e+)” rating on shares of Blaize in a research report on Friday, March 27th. Zacks Research downgraded shares of Blaize from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, April 28th. B. Riley Financial cut their target price on shares of Blaize from $8.00 to $5.00 and set a “buy” rating for the company in a research report on Wednesday, March 25th. Finally, Roth Mkm reiterated a “buy” rating and issued a $4.50 target price on shares of Blaize in a research report on Friday. Four analysts have rated the stock with a Buy rating, one has issued a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus price target of $4.63.

Blaize Stock Down 26.0%

BZAI stock opened at $1.31 on Friday. Blaize has a 12-month low of $1.00 and a 12-month high of $6.76. The company has a market cap of $161.54 million, a price-to-earnings ratio of -1.75 and a beta of 0.08. The company has a 50 day moving average of $1.66 and a two-hundred day moving average of $1.97.

Blaize (NASDAQ:BZAI) last released its earnings results on Thursday, May 14th. The company reported ($0.19) earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of ($0.13) by ($0.06). Blaize had a negative return on equity of 709.53% and a negative net margin of 202.65%.The company had revenue of $2.74 million during the quarter. On average, research analysts anticipate that Blaize will post -0.48 EPS for the current year.

Insider Buying and Selling at Blaize

In other Blaize news, CFO Harminder Sehmi sold 40,609 shares of Blaize stock in a transaction that occurred on Friday, May 1st. The shares were sold at an average price of $1.97, for a total value of $79,999.73. Following the completion of the sale, the chief financial officer directly owned 340,991 shares in the company, valued at $671,752.27. The trade was a 10.64% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Dinakar Munagala sold 50,000 shares of Blaize stock in a transaction that occurred on Friday, April 17th. The shares were sold at an average price of $2.54, for a total transaction of $127,000.00. Following the completion of the sale, the chief executive officer owned 551,422 shares of the company’s stock, valued at $1,400,611.88. This trade represents a 8.31% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 314,069 shares of company stock worth $668,489 over the last ninety days. 17.40% of the stock is currently owned by insiders.

Institutional Trading of Blaize

Institutional investors have recently added to or reduced their stakes in the business. Legal & General Group Plc acquired a new stake in Blaize in the third quarter valued at approximately $26,000. Virtu Financial LLC acquired a new stake in shares of Blaize in the third quarter worth $42,000. ProShare Advisors LLC acquired a new stake in shares of Blaize in the third quarter worth $43,000. Resurgent Financial Advisors LLC acquired a new stake in shares of Blaize in the fourth quarter worth $26,000. Finally, Strs Ohio acquired a new stake in shares of Blaize in the third quarter worth $46,000. 97.12% of the stock is currently owned by institutional investors and hedge funds.

Key Blaize News

Here are the key news stories impacting Blaize this week:

• Neutral Sentiment: Blaize released its Q1 2026 results and held its earnings call, giving investors fresh details on execution and the outlook for its edge AI computing business. Blaize Announces First Quarter 2026 Financial Results
• Neutral Sentiment: The company’s reported loss came in at $0.19 per share, wider than expectations cited in some coverage, while revenue was $2.74 million, which added to concerns about profitability and execution. MarketBeat earnings report and transcript link
• Negative Sentiment: Multiple law firms, including Bragar Eagel & Squire, Pomerantz, and Schall, announced investigations into possible securities-law violations at Blaize, which can weigh on investor sentiment and raise legal overhang concerns. Bragar Eagel & Squire investigation
• Negative Sentiment: Additional investor alerts and fraud-investigation notices followed the earnings release, increasing uncertainty and suggesting more downside risk until the legal questions are resolved. Pomerantz investor alert

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.