Added to YB: 2026-06-30
Pitch date: 2026-06-26
BLZE [neutral]
Backblaze, Inc.
+2.39%
current return
Author Info
No bio for this author
Company Info
Backblaze, Inc., a cloud storage platform, provides businesses and consumers cloud services to store, use, and protect data in the United States, the United Kingdom, Canada, and internationally.
Market Cap
$873.8M
Pitch Price
$14.62
Price Target
N/A
Dividend
N/A
EV/EBITDA
61.64
P/E
-37.33
EV/Sales
5.94
Sector
IT Services
Category
growth
BLZE has more upside post MU earnings
BLZE (holding update): CoreWeave 5yr $335M storage deal sent stock +67%, ~$330M mkt cap gain on 60M shares. CRWV got warrants for 4.2M shares at $7.60 (~7% dilution). HDD storage a 10x cheaper alt to flash as MU earnings show memory prices soaring. FCF+ in '25, multi-billion neocloud TAM, S3 disruptor on price/zero egress. Author owns 2yrs, sees more upside.
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