Professional
Added to YB: 2026-05-04
Pitch date: 2026-04-30
BZAI [bearish]
Blaize Holdings, Inc.
-4.1%
current return
Author Info
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Company Info
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 practitioners to deploy AI applications on its hardware without the need to learn or use source code.
Market Cap
$234.4M
Pitch Price
$1.95
Price Target
0.25 (-87%)
Dividend
N/A
EV/EBITDA
-2.13
P/E
-0.96
EV/Sales
4.96
Sector
Semiconductors and Semiconductor Equipment
Category
N/A
13 Red Flags That Suggest Blaize Holdings Is A Total Fraud – 25c PT
BZAI (short): AI chip co appears to be fraud. $20M reported Q4 rev from NeoTensr likely fake (no cash received, customer has 1 employee, website registered Dec '25, only $2M capital). Prior $120M Starshine deal (7/25) yielded just $1.6M before customer proved fraudulent. Burns $20M+/qtr, minimal legit revenue, massive insider selling. Mgmt ignored short reports by Ragnarok & Pelican Bay. 25c PT.
Read full article (2 min)