Blaize Holdings, Inc.

Blaize Holdings, Inc.

BZAIยทNASDAQ

$1.79

-3.8%
TechnologySemiconductors

Blaize Holdings, Inc. provides artificial intelligence (AI)-enabled edge computing solutions. It offers AI edge computing products, including Blaize Pathfinder P1600 embedded system on modules, Blaize Xplorer X1600E EDSFF small form factor accelerators, Blaize Xplorer X600M M.2 small form factor accelerator platforms, Blaize Xplorer X1600P PCIe accelerators, Blaize Xplorer X1600P-Q PCIe accelerators, and Blaize Pathfinder 1600-DK embedded kits. The company also provides Blaize AI studio that delivers AI-driven application end-to-end data operations, development operations, and machine learning operation tools; and AI Studio marketplace, which allows users to browse and use AI/ML artifacts to run or share securely across their team and organization. It serves automotive, smart vision, and enterprise computing markets. The company was founded in 2010 and is headquartered in El Dorado Hills, California.

At a Glance

Live Snapshot
Market Cap$200.14M
EPS-1.9800
P/E Ratio-0.90
Earnings Date08/13/2026
Blaize Holdings, Inc.

Blaize Holdings, Inc. Fair Value Envelope

BZAI ยท NASDAQ

Our analysis suggests that BZAI has a fair value of HIDDEN per share in the Base Case projection. With shares currently trading at $1.79, this represents a potential HIDDEN relative to our calculated worth for Blaize Holdings, Inc..

Intrinsic Value
Current Price: $1.79

Owner Earnings Valuation Tool

Warren Buffett's Owner Earnings DCF analysis for intrinsic value calculation

Historical Financial Data

Base year metrics used for projections

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Projection Settings

Forecast period and terminal assumptions

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DCF Valuation Summary

Calculation flow from present value to intrinsic value per share

Present Value-$70.3M
+ Cash & Equivalents$45.8M
Firm Value-$24.5M
- Debt$2.1M
Equity Value-$26.6M
/ Shares Outstanding102,465,949B
DCF Value-$0
OVERVALUED BY 115%

Owner Earnings Projections

Operating Cash Flow - Maintenance CapEx = Owner Earnings

Metric
Year 1
Year 2
Year 3
Year 4
Year 5
Year 6
Year 7
Year 8
Year 9
Year 10
Operating Cash Flow
-$40.7M
-$20.4M
-$10.2M
-$5.1M
-$2.5M
-$1.3M
-$636.0K
-$318.0K
-$159.0K
-$79.5K
Maintenance CapEx
-$78.8K
-$39.4K
-$19.7K
-$9.9K
-$4.9K
-$2.5K
-$1.2K
-$616
-$308
-$154
Owner Earnings
-$40.8M
-$20.4M
-$10.2M
-$5.1M
-$2.5M
-$1.3M
-$637.2K
-$318.6K
-$159.3K
-$79.7K
Discount Factor
0.926
0.857
0.794
0.735
0.681
0.630
0.583
0.540
0.500
0.463
Present Value
-$37.8M
-$17.5M
-$8.1M
-$3.7M
-$1.7M
-$803.1K
-$371.8K
-$172.1K
-$79.7K
-$36.9K
Terminal Value represents 0.0% of Enterprise Value
Negative Owner Earnings
This company generates negative free cash flow. Consider adjusting maintenance CapEx percentage or check the financial data.