Microcap Ledger Blaize Holdings, Inc. $BZAI
Facts as of . Built from SEC filings and our own data. Small caps move fast; check the latest filings.
Snapshot
- Exchange
- Nasdaq Global Market
- Sector
- Semiconductors & Related Devices
- Headquarters
- San Jose, CA
- Fiscal year end
- December 31
- Shares outstanding
- 144,832,039 [10-Q 2026-08-13]
What the company doesAI summary of filing
Blaize Holdings develops AI-enabled computing solutions comprising proprietary hardware and software designed for efficient processing of AI inference workloads in edge and data center environments. The company's primary product is the GSP, an AI computing accelerator, along with compute cards and software tools including the Blaize AI Studio development platform. The company also sells third-party hardware solutions, primarily servers, and offers strategic consulting services. In 2025, the company generated revenue from sales of hardware and software products to a limited number of customers, with two major customers in China accounting for 88% of total revenue. [10-K 2026-03-24]
Financial health
| Period | Revenue | Net income | Operating cash flow | Cash | Filing |
|---|---|---|---|---|---|
| 6 months to Jun 2026 | $14.72M | −$51.46M | −$41.30M | $36.85M | [10-Q 2026-08-13] |
| FY ended Dec 2025 | $38.63M | −$206.90M | −$73.75M | $45.78M | [10-K 2026-03-24] |
| FY ended Dec 2024 | $1.55M | −$61.20M | −$53.53M | $50.24M | [10-K 2026-03-24] |
- Quarterly cash burn
- −$20.65M
- Cash runway Estimate
- ~5.4 months
Capital structure and dilution
| Date | Shares outstanding | Filing |
|---|---|---|
| 2024-11-08 | 15,162,658 | [10-Q 2024-11-08] |
| 2025-03-31 | 101,683,916 | [10-K 2025-04-15] |
| 2025-05-07 | 101,683,916 | [10-Q 2025-05-14] |
| 2025-08-06 | 102,620,190 | [10-Q 2025-08-14] |
| 2025-11-06 | 110,988,152 | [10-Q 2025-11-13] |
| 2026-03-20 | 122,744,509 | [10-K/A 2026-04-30] |
| 2026-05-14 | 142,299,461 | [10-Q/A 2026-07-02] |
| 2026-08-13 | 144,832,039 | [10-Q 2026-08-13] |
- Shelf registration
- S-3 filed 2026-01-27; declared effective 2026-02-04 [S-3 2026-01-27]
Listing status
Current status: 2 Form 8-K Item 3.01 filing(s) in the last 24 months, most recent 2026-10-02. Item 3.01 covers delisting notices, failures to meet a listing rule and listing transfers; read the filing for which one.
| Date | Event | Details | Deadline | Filing |
|---|---|---|---|---|
| 2026-10-02 | 8-K Item 3.01 | Notice of delisting or failure to satisfy a continued listing rule or standard; or transfer of listing | — | [8-K 2026-10-02] |
| 2024-12-17 | 8-K Item 3.01 | Notice of delisting or failure to satisfy a continued listing rule or standard; or transfer of listing | — | [8-K 2024-12-17] |
Who owns it
| Date | Insider | Type | Shares | Price | Filing |
|---|---|---|---|---|---|
| 2026-09-01 | Evans Kimberly Peterson | exercise | 18,750 | — | [4 2026-09-01] |
| 2026-09-01 | Evans Kimberly Peterson | other | 6,728 | $0.49 | [4 2026-09-01] |
| 2026-07-12 | Patak Stephen Paul | exercise | 2,500 | — | [4 2026-07-13] |
| 2026-07-12 | Patak Stephen Paul | other | 609 | $1.23 | [4 2026-07-13] |
| 2026-07-07 | Bess Lane | other | 2,000,000 | — | [4 2026-07-09] |
| 2026-07-06 | Cannestra Anthony | exercise | 50,000 | $0.57 | [4 2026-07-08] |
| 2026-07-06 | Cannestra Anthony | sell | 50,000 | $1.35 | [4 2026-07-08] |
| 2026-07-01 | Sehmi Harminder | sell | 40,609 | $1.37 | [4 2026-07-06] |
| 2026-06-08 | Cannestra Anthony | exercise | 50,000 | $0.57 | [4 2026-06-10] |
| 2026-06-08 | Cannestra Anthony | sell | 50,000 | $1.68 | [4 2026-06-10] |
| 2026-06-01 | Evans Kimberly Peterson | exercise | 75,000 | — | [4 2026-06-03] |
| 2026-06-01 | Evans Kimberly Peterson | other | 26,989 | $1.76 | [4 2026-06-03] |
Catalysts and calendar
| Date | Type | Title |
|---|---|---|
| 2026-10-06 | 424B3 | Prospectus or prospectus supplement |
| 2026-10-06 | 424B3 | Prospectus or prospectus supplement |
| 2026-10-06 | 424B3 | Prospectus or prospectus supplement |
| 2026-10-06 | 424B3 | Prospectus or prospectus supplement |
| 2026-10-06 | 8-K | Results of operations; Regulation FD disclosure; Other events |
| 2026-10-02 | 8-K | Listing notice or transfer |
| 2026-09-30 | 8-K | Exit or disposal costs |
| 2026-09-18 | 13D/A | Beneficial ownership report (5%+ holder) |
| 2026-08-14 | 13G | Beneficial ownership report (5%+ holder) |
| 2026-08-13 | 424B3 | Prospectus or prospectus supplement |
| 2026-08-13 | 424B3 | Prospectus or prospectus supplement |
| 2026-08-13 | 424B3 | Prospectus or prospectus supplement |
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Facts as of . Small caps move fast; check the latest filings.