Blaize Holdings Stock Price, News & Analysis

Blaize (NASDAQ: BZAI / BZAIW) announced that Co-Founder and CEO Dinakar Munagala will participate in a fireside chat at the Wells Fargo TMT Summit on Nov 19, 2025 in Rancho Palos Verdes, CA, and CFO Harminder Sehmi will attend the Craig-Hallum Alpha Select Conference on Nov 18, 2025 in New York City.

The Wells Fargo session is scheduled for 12:45–1:20 pm PT at Terranea Resort and will be available via webcast for live and on-demand access. The Craig-Hallum appearance runs 8:00 am–4:00 pm ET at the Sheraton New York Times Square Hotel. These engagements follow recent Blaize presentations at Milken Institute Asia Summit, GITEX GLOBAL, and the AI Summit at Web Summit.

Blaize (NASDAQ: BZAI / BZAIW) reported Q3 2025 results with $11.9 million revenue, above guidance and up 499% sequentially. GAAP gross profit was $1.8 million with a 15% gross margin. GAAP net loss was $26.3 million; adjusted EBITDA loss was $11.1 million. Post-quarter, Blaize closed a $30.0 million private placement led by Polar Asset Management Partners to support commercialization and next-gen chip development.

Operational highlights include the start of fulfillment on a $120 million multi-year Starshine contract, deployment with Yotta in India, new Middle East partnerships with TCC and REACH Digital, and demonstrations at GITEX Global 2025. Q4 2025 revenue guidance is $21.1M–$23.1M; FY 2025 revenue guidance is $36.0M–$38.0M.

Blaize (NASDAQ: BZAI) announced a $30 million PIPE led by Polar Asset Management, expected to close on Nov 12, 2025, selling 9,375,000 shares at $3.20 and issuing 9,375,000 five-year warrants at a $5.00 exercise price. The company said proceeds will be used for working capital and commercialization of its edge AI platform; proceeds are expected to fund core operations into the second half of 2026, excluding next‑gen chip investments.

Preliminary Q3 2025 results: revenue of approximately $11.9 million, net loss of ~$26.3 million, and Adjusted EBITDA loss of ~$11–12 million. Blaize shipped first products to Starshine in Q3 and recognized ~$10.4 million revenue, receiving ~$1.6 million cash to date.

Blaize (NASDAQ: BZAI) signed a strategic Memorandum of Understanding with Reach Digital on October 14, 2025 at GITEX GLOBAL 2025 in Dubai to jointly develop sovereign, interconnected AI infrastructure across the Middle East.

The alliance combines Blaize’s hybrid edge-AI platform with Reach Digital’s regional presence and sector expertise to target government, smart cities, critical infrastructure, industrial automation, and mobility. Leadership statements emphasize building secure, cross‑sector AI ecosystems from edge to cloud to support national transformation and sustainable digital growth.

Blaize (NASDAQ: BZAI) said its Co‑founder and Chief Software Architect, Val Cook, will speak at the AI Summit at Web Summit in Lisbon on November 11, 2025 at 2:15 p.m. WET on a panel titled “From Moore’s Law to More AI: The Next Era of Silicon.”

The release highlights Blaize’s recent commercial momentum since going public, including a $56 million smart city deployment with Yotta Data Services, a $120 million hybrid AI infrastructure agreement with Starshine Computing Power Technology Limited, and a strategic partnership with Saudi Arabia’s Technology Control Company to build sovereign AI infrastructure.

Blaize (Nasdaq: BZAI / BZAIW) will report financial results for its third quarter ended September 30, 2025 on Thursday, November 13, 2025. Management will host a live webcast and conference call the same day at 2:00 p.m. PT / 5:00 p.m. ET to discuss financial performance and provide a business update.

Investors can access the live webcast and an archived replay on Blaize’s Investor Relations Events and Presentations page at https://ir.blaize.com/; the replay will remain available for one year after the live call.

Blaize (NASDAQ: BZAI) will exhibit at GITEX GLOBAL 2025 in Dubai from October 13-17, 2025 at Reach Digital Booth #H18-B30, 10 a.m.–5 p.m. GST daily.

The company highlighted accelerated large-scale hybrid AI deployments since going public, including a $56 million edge AI deployment across Southeast Asia and a $120 million AI infrastructure deal across Asia with Starshine Computing Power Technology Limited. Blaize also announced a strategic infrastructure partnership with Technology Control Company in Saudi Arabia to build AI infrastructure and support smart transformation.

The participation follows Blaize’s appearance at the Milken Institute 2025 Asia Summit and precedes its scheduled presentation at The AI Summit at Web Summit in Lisbon on November 10-13, 2025.

Blaize (NASDAQ: BZAI) has revealed Yotta Data Services as the end customer for its previously announced $56 million edge AI initiative. The partnership aims to transform 250,000 cameras across India through AI-powered video surveillance as a service (VSaaS) deployment extending through 2026.

The collaboration integrates the Blaize AI Platform with Yotta's digital infrastructure to deliver real-time analytics for public safety, including traffic management and license plate recognition. Yotta plans to launch its VSaaS platform initially in India before expanding to the Middle East region.

Blaize (NASDAQ: BZAI), a leader in edge AI computing, will participate in the Milken Institute 2025 Asia Summit in Singapore from October 1-3, 2025. CEO Dinakar Munagala will join a panel discussion titled "India at Scale: From Consumer Power to AI-Driven Innovation" on October 1 at 9:30 AM SGT.

The company has demonstrated significant expansion in Asia since its NASDAQ listing, securing major deals including a $56 million South Asia AI deployment and a $120 million AI infrastructure agreement with Starshine Computing Power Technology Limited. Blaize has also established a strategic partnership with Saudi Arabia's Technology Control Company (TCC).