Every 424B that Blaize Holdings, Inc. (BZAI) has filed with the SEC in the last 12 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 424B covers the supplement that carries the terms of a priced offering, so if you follow BZAI and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full BZAI filings page.
Blaize Holdings, Inc. files a prospectus supplement registering 20,326,158 shares of common stock for resale by a selling stockholder and 769,231 shares for resale by Cantor, and incorporates its Quarterly Report for the period ended June 30, 2026.
For that quarter, revenue rose to $11.985M (six months $14.723M), largely from third‑party hardware sales into China, but gross profit was only $0.918M. The company reported a Q2 net loss of $28.809M and a six‑month net loss of $51.462M, with net cash used in operations of $41.297M.
Cash and cash equivalents were $36.847M, including $12.4M held in China and subject to currency controls. Management discloses that ongoing losses, heavy cash burn, customer and geographic concentration in China, and constraints on a $15.5M committed equity facility because the share price is below $1.00 raise substantial doubt about the company’s ability to continue as a going concern. A primary contract manufacturer has given notice of termination by December 14, 2026, and large receivables from key Chinese customers include a fully reserved balance for Customer C and collection risk on Customer D. The company also reports a class action complaint filed on August 4, 2026 regarding prior customer contracts and states that the matter is at a preliminary stage with no estimable outcome.
Blaize Holdings, Inc. filed a prospectus supplement covering up to 18,750,000 shares of common stock and incorporating its June 30, 2026 quarterly financials. Common stock and warrants trade on Nasdaq under BZAI and BZAIW, with recent prices of $1.15 and $0.22.
For the six months ended June 30, 2026, Blaize reported revenue of $14.7 million (mostly third‑party hardware) and a net loss of $51.5 million. Cash and cash equivalents were $36.8 million, with about 34% held in China and subject to currency controls. Operating cash outflow was $41.3 million over the same period. Management disclosed that these conditions, combined with limited access to its $15.5 million committed equity facility while the share price is below $1.00, raise substantial doubt about the company’s ability to continue as a going concern.
Results are highly concentrated in China: second‑quarter revenue was $12.0 million, with 99.6% from a single Chinese customer. Accounts receivable totaled $23.4 million gross with a $9.5 million allowance, reflecting significant credit‑loss provisions on certain customers. Blaize also disclosed a new securities class action related to its Starshine and NeoTensr contracts and notice from its primary contract manufacturer of intent to terminate the manufacturing agreement by December 14, 2026.
Blaize Holdings, Inc. filed a prospectus supplement covering 89,550,141 shares of common stock, 898,250 warrants, and 29,698,250 shares issuable upon warrant exercise, while incorporating its latest quarterly financial information.
For the six months ended June 30, 2026, Blaize generated $14.7 million of revenue, largely from third-party hardware sales into China, but reported a net loss of $51.5 million and negative operating cash flow of $41.3 million. Cash and cash equivalents were $36.8 million, with about $12.4 million held in China and subject to currency controls, and management disclosed that current liquidity conditions raise substantial doubt about the company’s ability to continue as a going concern over the next year.
The filing highlights heavy customer and geographic concentration, large receivables in China with a $9.5 million credit-loss allowance, and the planned termination of Blaize’s primary contract manufacturer by December 14, 2026. It also notes a newly filed securities class action related to contracts with Starshine and NeoTensr, and a related-party share issuance to settle a governance dispute.
Blaize Holdings, Inc. files a prospectus supplement to its Form S-1 registering resale of 20,326,158 shares of common stock by a selling stockholder and 769,231 shares by Cantor. The supplement updates the Prospectus with information from Blaize’s Form 10-Q for the quarter ended March 31, 2026.
The Form 10-Q discloses $33.2M cash and cash equivalents as of March 31, 2026, a net loss of $22.7M for the quarter, and that management concluded the Company’s liquidity conditions raise substantial doubt about its ability to continue as a going concern for one year from issuance. The supplement also notes a May 6, 2026 underwritten offering that issued 18,918,918 shares at $1.85 per share and an amendment lowering the Polar warrant exercise price to $3.00.
Blaize Holdings, Inc. registers 89,550,141 shares of common stock, 898,250 warrants, and 29,698,250 shares issuable upon exercise of warrants as set forth on the prospectus supplement cover.
The supplement updates the company’s Form S-1 prospectus with disclosures from its Form 10-Q for the quarter ended March 31, 2026, and discloses a subsequent underwritten offering of 18,918,918 shares at $1.85 per share (net proceeds approximately $32.8M) and an amendment lowering the Polar warrant exercise price to $3.00.
The 10-Q shows cash of $33.2M, revenue of $2.738M for the quarter, a net loss of $22.653M, and management’s conclusion that substantial doubt exists about the company’s ability to continue as a going concern.
Blaize Holdings, Inc. files a prospectus supplement to register 18,750,000 shares of Common Stock under its Form S-1 (Prospectus dated December 18, 2025). This supplement incorporates selected information from Blaize’s Form 10-Q for the quarter ended March 31, 2026 and updates disclosures about subsequent financing activity.
The 10-Q shows cash and cash equivalents of $33.2M as of March 31, 2026, a net loss of $22.7M for the quarter, concentrated revenue from a related-party customer, material earnout and warrant liabilities, and a going concern disclosure that management determined raises substantial doubt about liquidity. The supplement should be read with the Prospectus.
Blaize Holdings is offering 18,918,918 shares of common stock at $1.85 per share. The offering would generate gross proceeds of approximately $35.0 million and estimated net proceeds to the company of about $32.6 million, or about $37.5 million if the underwriters’ option is fully exercised. The company intends to use net proceeds for working capital and general corporate purposes. Shares outstanding after the offering are stated as 142,225,939 (or 145,063,776 if the over-allotment is exercised).
Blaize Holdings, Inc. filed a preliminary prospectus supplement dated May 5, 2026 to offer shares of its common stock under its shelf registration.
The supplement states the offering will be of common stock listed on Nasdaq under the symbol BZAI and that net proceeds are expected to be used for working capital and general corporate purposes. The company reported preliminary Q1 2026 revenue of approximately $2.7 million and said it expects to secure inventory to deliver approximately $10–12 million to a customer in late April or May 2026. Recent commercial developments disclosed include a contract with NeoTensr for up to $50.0 million of potential revenue in the first year (subject to purchase orders) and a Purchase Order Contract Agreement (POCA) in the Persian Gulf region with potential consideration of up to $104.0 million.
Blaize Holdings, Inc. files a prospectus supplement to its Form S-1 registering 18,750,000 shares of Common Stock and updating the Prospectus with information from its Annual Report on March 24, 2026.
The supplement incorporates selected disclosures from the company’s Form 10-K for the fiscal year ended December 31, 2025, including customer concentration, supply chain and manufacturing arrangements, intellectual property counts, employee headcount, and risk factor updates. The supplement should be read together with the Prospectus dated December 18, 2025.
Blaize Holdings, Inc. is supplementing its S-1 registration to register the resale of 20,326,158 shares of Common Stock by a selling stockholder and 769,231 shares of Common Stock by Cantor.
The prospectus supplement incorporates by reference information from the company’s Form 10-K for the fiscal year ended December 31, 2025, and updates the Prospectus dated August 7, 2025. The filing notes market quotes of $1.10 per share for Common Stock and $0.30 per Warrant on March 23, 2026. Shares outstanding were 122,744,509 as of March 20, 2026.
Blaize Holdings, Inc. files a prospectus supplement registering 89,550,141 shares of Common Stock, 898,250 warrants and 29,698,250 shares issuable upon exercise of warrants pursuant to its Registration Statement on Form S-1.
The supplement updates the Prospectus to incorporate information from the Company's Annual Report on Form 10-K for the year ended December 31, 2025 and notes market closing prices on March 23, 2026 of $1.10 per share of Common Stock and $0.30 per Warrant. The supplement is filed to amend and supplement the Prospectus dated February 13, 2025.
Blaize Holdings, Inc. is registering up to 18,750,000 shares of common stock for resale by existing holders, including 9,375,000 shares already outstanding and 9,375,000 shares issuable upon exercise of warrants. The company will not receive proceeds from these sales, which represent approximately 15.6% of its common stock, but will bear most registration expenses.
The prospectus describes Blaize’s AI-enabled edge computing hardware and software business and recent financings, including a $30.0 million Polar private placement of 9,375,000 shares at $3.20 per share with 9,375,000 five-year warrants at $5.00, and a committed equity facility permitting sales of up to $50,000,000 of new shares to B. Riley. Financial data show 2024 revenue of $1,554 thousand and a net loss of $61,195 thousand, followed by higher revenue but a nine‑month 2025 net loss of $203,608 thousand and an auditor’s going concern warning, underscoring reliance on continued external funding.
Blaize Holdings, Inc. updates its prospectus covering 89,550,141 shares of common stock, 898,250 warrants and 29,698,250 shares of common stock issuable upon exercise of warrants.
The company explains that during the first nine months of 2025, 70% of revenue came from one Asia Pacific customer that is not a related party, and 20% came from a related-party customer in North America, all from hardware and software product sales. In 2024, 98% of revenue came from two related-party customers and was largely from services contracts that have now expired, as Blaize shifts toward product and professional services revenue.
Blaize also describes a Purchase Order Contract Agreement in the Persian Gulf region, under which it may supply equipment and services for consideration of up to $104.0 million, but notes that as of November 28, 2025 it has not shipped products or received payments and that deployment timing and field trial success are not guaranteed. Separately, a fee dispute with Jefferies LLC relating to the Blaize business combination progressed through New York state court, and Blaize and Jefferies settled the matter on November 30, 2025.
Blaize Holdings, Inc. updates its resale registration covering 20,326,158 shares of common stock offered by a selling stockholder and 769,231 shares offered by Cantor. The company explains that in the first nine months of 2025, one non‑related Asia-Pacific customer provided 70% of revenue and one related North American customer provided 20%, all from hardware and software sales, highlighting significant customer concentration.
The filing describes a Purchase Order Contract Agreement in the Persian Gulf region with potential consideration of up to $104 million, but notes that as of November 28, 2025 no products have been shipped and no payments received, and there is no guarantee field trials will be successful. It also discloses that a fee dispute with Jefferies LLC relating to the Blaize business combination, in which Jefferies sought several million dollars in fees and expenses, was settled on November 30, 2025. The company’s common stock and warrants trade on Nasdaq under “BZAI” and “BZAIW.”
Blaize Holdings, Inc. filed Prospectus Supplement No. 7 to update its S-1 with its Q3 2025 Form 10-Q. The registration statement covers 89,550,141 shares of common stock, 898,250 warrants, and 29,698,250 shares issuable upon exercise of warrants. The supplement incorporates recent financials and disclosures.
For Q3 2025, revenue was $11.867 million, and the net loss was $26.258 million. Cash and cash equivalents were $24.0 million as of September 30, 2025. Management disclosed that liquidity conditions raise substantial doubt about the company’s ability to continue as a going concern. As of November 6, 2025, shares outstanding were 110,988,152. Blaize’s securities trade on Nasdaq as “BZAI” and “BZAIW”; on November 12, 2025, the closing prices were $2.61 per share and $0.58 per warrant.
Blaize Holdings, Inc. filed Prospectus Supplement No. 2 to its S-1, covering the resale of 20,326,158 shares of common stock by a selling stockholder and 769,231 shares by Cantor. The supplement incorporates the company’s Form 10-Q for the quarter ended September 30, 2025.
In Q3 2025, revenue was $11,867 thousand versus $781 thousand a year ago, driven mainly by hardware shipments, while the company reported a net loss of $26,258 thousand. For the nine months, revenue totaled $14,856 thousand with a net loss of $203,608 thousand. Cash and cash equivalents were $24,001 thousand as of September 30, 2025, and management disclosed that liquidity conditions raise substantial doubt about the company’s ability to continue as a going concern.
As context, shares outstanding were 110,988,152 as of November 6, 2025; this is a baseline figure, not the amount being offered. Blaize’s common stock and warrants trade on Nasdaq as BZAI and BZAIW, which closed at $2.61 and $0.58 on November 12, 2025.