BZAI is the Nasdaq-listed common stock of Blaize Holdings, Inc., a fabless semiconductor company that designs programmable, energy-efficient processors and software for AI inference (running trained AI models on new data) across edge, cloud, and data-center environments. The shares began trading in January 2025 after a merger with BurTech Acquisition Corp and have since fallen sharply from their 52-week high of $6.76.
Four current, individually attributable price targets form the basis of the central target. DA Davidson's Gil Luria downgraded the stock to Neutral and cut his target to $1.00 from $3.00 in August 2026. B. Riley Securities' Craig Ellis kept a Buy rating but lowered his target to $2.00 from $4.00. After the company pre-announced a third-quarter revenue shortfall in early October 2026, Rosenblatt downgraded the stock to Neutral with a $0.40 target (from $2.00), and Craig-Hallum downgraded it to Hold with a $0.35 target. The mean of these four targets is about $0.94, rounded to a central target of $0.95.
This is not a published consensus figure; it is a calculated average of the verified targets reviewed. The wide $0.35-to-$2.00 range reflects how differently analysts weigh the company's near-term liquidity and shipment timing against its longer-term edge-AI opportunity. The cautious sub-$0.50 targets emphasize limited cash and doubts about fulfilling the NeoTensr contract, while the $2.00 target assumes execution recovers.
The shares traded near $0.44 in early October 2026, close to the 52-week low of $0.42 and far below the 52-week high of $6.76. Reaching $0.95 would require roughly a 115% advance, which is a very large move by any standard and would likely require a fundamental reset in investor expectations rather than a routine re-rating.
The path is complicated by a steep revenue decline. The company guided preliminary first-quarter 2026 revenue of about $2.7 million, then pre-announced third-quarter 2026 revenue of roughly $0.5 million and revised full-year 2026 guidance down to $32 million to $36 million, reflecting shipment timing and working-capital constraints. A move toward $0.95 would most plausibly depend on credible delivery against the NeoTensr orders and evidence that cash burn is stabilizing.
The stock sits near its 52-week low of $0.42, deep in a prolonged downtrend from the $6.76 high. The $1.00 level is a notable psychological and prior-analyst-target zone that would need to be reclaimed before the $0.95 central target could be approached with confidence. Below current levels, the $0.42 low and the $0.35-to-$0.40 analyst targets represent the nearest downside reference points.
Analyst price targets typically reflect a roughly 12-month research horizon, though individual firms rarely publish a uniform timeline. Key items to watch include the next earnings report (estimated for November 12, 2026), fourth-quarter shipment and NeoTensr fulfillment progress, cash position and any additional financing, customer order flow, and further analyst revisions. Revenue recognition depends heavily on fourth-quarter shipments and customer payments, so any delay could materially shift the outlook.
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The $0.95 central target is a calculated average of four verified analyst price targets spanning $0.35 to $2.00, not a guarantee or a published consensus. From a price near $0.44, it represents roughly 115% upside — a very large move that would require the company to reverse its recent revenue collapse, demonstrate credible delivery against the NeoTensr contract, and stabilize its cash position. Supportive factors include the edge-AI architecture and the up-to-$50 million NeoTensr opportunity, while the principal obstacles are guidance cuts, extreme customer concentration, dilution, and a going-concern flag. With several analysts now holding sub-$0.50 targets and one Buy-rated analyst at $2.00, investors should watch fourth-quarter shipments, cash levels, and upcoming earnings before drawing conclusions.
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A.I.dvisor indicates that over the last year, BZAI has been loosely correlated with CXAI. These tickers have moved in lockstep 38% of the time. This A.I.-generated data suggests there is some statistical probability that if BZAI jumps, then CXAI could also see price increases.
| Ticker / NAME | Correlation To BZAI | 1D Price Change % | ||
|---|---|---|---|---|
| BZAI | 100% | -0.29% | ||
| CXAI - BZAI | 38% Loosely correlated | -1.79% | ||
| FRMM - BZAI | 33% Poorly correlated | +9.23% | ||
| SOUN - BZAI | 31% Poorly correlated | -1.91% | ||
| HOLO - BZAI | 30% Poorly correlated | -0.79% | ||
| AZ - BZAI | 29% Poorly correlated | -4.37% | ||
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| Ticker / NAME | Correlation To BZAI | 1D Price Change % |
|---|---|---|
| BZAI | 100% | -0.29% |
| Technology Services category (396 stocks) | 1% Poorly correlated | +0.25% |
| Packaged Software category (222 stocks) | 1% Poorly correlated | +0.05% |