B. Riley Financial Has Lowered Expectations for Blaize (NASDAQ:BZAI) Stock Price

Blaize (NASDAQ:BZAI) had its price objective cut by investment analysts at B. Riley Financial from $8.00 to $5.00 in a research report issued on Wednesday,Benzinga reports. The firm currently has a “buy” rating on the stock. B. Riley Financial’s target price would suggest a potential upside of 185.71% from the company’s current price.

Several other equities research analysts have also commented on BZAI. Rosenblatt Securities restated a “buy” rating and set a $6.00 target price on shares of Blaize in a research report on Wednesday. Weiss Ratings reissued a “sell (e+)” rating on shares of Blaize in a report on Monday, December 29th. Four research analysts have rated the stock with a Buy rating, one has given a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $6.00.

Blaize Trading Up 41.1%

Shares of BZAI stock opened at $1.75 on Wednesday. The stock has a 50 day simple moving average of $1.34 and a 200-day simple moving average of $2.51. Blaize has a 12-month low of $1.00 and a 12-month high of $6.76. The company has a market cap of $194.23 million, a price-to-earnings ratio of -0.81 and a beta of 0.35.

Institutional Trading of Blaize

Several institutional investors and hedge funds have recently modified their holdings of BZAI. Geode Capital Management LLC grew its position in shares of Blaize by 0.5% in the second quarter. Geode Capital Management LLC now owns 655,679 shares of the company’s stock valued at $1,955,000 after purchasing an additional 3,031 shares during the last quarter. Legal & General Group Plc acquired a new position in shares of Blaize during the 3rd quarter worth approximately $26,000. Virtu Financial LLC acquired a new position in shares of Blaize during the 3rd quarter worth approximately $42,000. ProShare Advisors LLC purchased a new stake in Blaize in the 3rd quarter valued at approximately $43,000. Finally, Voya Investment Management LLC purchased a new stake in Blaize in the 3rd quarter valued at approximately $44,000. Hedge funds and other institutional investors own 97.12% of the company’s stock.

Trending Headlines about Blaize

Here are the key news stories impacting Blaize this week:

• Positive Sentiment: Q4 results and 2026 guidance beat expectations — management reported Q4 revenue above guidance and set 2026 revenue guidance (~$130M) near the top of the IPO-era range, supporting the company’s product-market fit in Edge AI and underpinning upside expectations. Blaize Holdings Inc (BZAI) Q4 2025 Earnings Call Highlights: Surpassing Revenue Expectations …
• Positive Sentiment: Analyst support: Rosenblatt reaffirmed a “buy” and a $6 price target, citing upside potential — this keeps bullish coverage in place and may attract buyers. Blaize buy rating and $6 PT (TickerReport)
• Positive Sentiment: Unusual options activity: Traders purchased roughly 6,318 call options (≈652% above average), signaling speculative bullish interest that can amplify short-term price moves.
• Neutral Sentiment: Analyst discussion/context pieces: Broader industry write-ups that include Blaize (alongside peers like ARM) provide background on competitive positioning but are not direct catalysts. Analysts Offer Insights on Technology Companies: ARM and Blaize
• Negative Sentiment: Some analysts trimmed targets: A recent note summarized cuts to Blaize price targets (one composite report cites a $5.80 consensus adjustment), which can cap near-term upside and increase volatility as investors reassess valuation. Earnings Release: Here’s Why Analysts Cut Their Blaize Holdings, Inc. Price Target To US$5.80
• Negative Sentiment: B. Riley lowered its target from $8 to $5 (though it kept a “buy” rating) — a downgrade in target magnitude that may moderate some bullish momentum despite the retained positive bias. B. Riley lowers PT on Blaize (Benzinga)

Blaize Company Profile

Blaize (NASDAQ: BZAI) is a fabless semiconductor company that designs and develops hardware and software solutions for artificial intelligence (AI) and machine learning applications at the edge. The company’s core technology is centered on its proprietary Graph Streaming Processor (GSP) architecture, which combines dataflow computing with a highly parallel matrix processing engine to deliver real-time AI inference with low power consumption. Blaize’s platform is aimed at customers seeking to deploy sophisticated AI workloads in environments where power efficiency, latency and form factor are critical.

The company offers a hardware portfolio that includes standalone GSP modules, PCIe cards and M.2 form-factor boards, alongside its Blaize AI software stack.