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Added to YB: 2026-05-04

Pitch date: 2026-04-30

BZAI [bearish]

Blaize Holdings, Inc.

-4.1%

current return

Author Info

White Diamond Research is a small cap research firm (often short). Sign up for the newsletter.

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

Show full summary:
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)