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Blaize Holdings reported strong Q1 2026 momentum, with revenue of $2.7 million, up 172% year over year, and gross margin expanding to 58% from 11% in Q4 2025. Net loss narrowed sharply to $22.7 million from $147.8 million a year earlier, and Adjusted EBITDA loss improved to $13.9 million from $15.4 million.
The company highlighted four new strategic partnerships, including a NeoTensr contract valued at up to $50 million with an $11 million purchase order expected to ship in Q2, and a Winmate alliance targeting about $15 million in first-year business. Blaize also launched its Blaize AI Services platform, starting with face recognition, to add recurring API-based revenue. A registered equity offering of 18.9 million shares at $1.85 per share raised $35 million before fees, supporting inventory build and platform development. Full-year 2026 guidance calls for approximately $130 million of revenue and an Adjusted EBITDA loss of $45–$50 million, with stock-based compensation around $34.4 million and weighted average shares of about 142 million.
Blaize Holdings, Inc. director Anthony Cannestra reported an exercise-and-sale transaction in company stock. He exercised stock options to acquire 50,000 shares of common stock at an exercise price of $0.57 per share, then sold 50,000 shares of common stock in open-market transactions at a weighted average price of $1.85 per share.
The sale price reflected multiple trades between $1.78 and $1.88 per share. Both the option exercise and the share sales were carried out under a pre-arranged Rule 10b5-1 trading plan that Cannestra adopted on December 11, 2025, indicating the timing was set in advance rather than decided opportunistically. Following these transactions, the filing reports no directly owned shares of common stock.
Blaize Holdings, Inc. director Bess Lane reported updated ownership in common and derivative securities, largely reflecting holding positions and internal reclassifications rather than open‑market trades. The primary new item is an entry showing 2,000,000 shares of common stock held indirectly by Bess Ventures and Advisory, LLC after an "other" code transaction.
According to the disclosure, these shares were acquired by Bess Ventures and Advisory, LLC in good faith in connection with a previously contracted debt and are treated as exempt from Section 16(b). The filing also shifts prior earnout shares, restricted stock units, and options into the derivative table with no new transactions in those positions since the last Form 4, and it details remaining earnout rights and stock options tied to the company’s earlier business combination and merger agreement.
Bess Ventures & Advisory, LLC, a more than ten percent owner of Blaize Holdings, Inc., reported an "other" transaction involving 2,000,000 shares of common stock on May 8, 2026. A footnote explains the shares were acquired in good faith to satisfy a debt previously contracted, at a reference price of $1.83 per share based on the market open that day. After this restructuring-related transaction, Bess Ventures is shown holding 13,653,976 shares of Blaize common stock directly.
Lane Bess and affiliated entities filed an amended Schedule 13D reporting beneficial ownership of 9.2% of Blaize Holdings common stock. They report 13,021,985 shares beneficially owned, based on 142,225,939 shares outstanding as of May 7, 2026.
The stake includes shares held by Bess Ventures & Advisory, an irrevocable trust, and 185,234 shares underlying currently exercisable options held by Bess. Bess Ventures also foreclosed on 3,500,000 shares of collateral stock after the sponsor defaulted on promissory notes totaling $25,000,000.
The filing notes prior acquisition of shares via a SPAC business combination and outlines registration rights, lock-up terms, secured loan agreements, and potential earnout rights of up to 15 million additional shares for all eligible holders, tied to future trading-price triggers. Bess serves as Chairman of the Board and may influence Blaize’s strategic decisions.
BZAI submitted a Rule 144 notice relating to the sale of 50,000 shares of Common Stock stemming from a stock option exercise on 05/11/2026 with cash proceeds. The filing also records a prior sale of 50,000 shares by Anthony Cannestra on 04/06/2026.
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. is conducting an underwritten public offering of 18,918,918 shares of common stock at $1.85 per share. The company expects gross proceeds of about $35 million for the base shares, rising to approximately $40.25 million if the 2,837,837-share over‑allotment option is fully exercised.
The net proceeds are earmarked primarily for working capital and general corporate purposes, and the offering is expected to close on May 7, 2026, subject to customary conditions. Executives and directors agreed to a 60‑day lock‑up, and certain existing warrants had their exercise price reduced from $5.00 to $3.00 per share.
Blaize Holdings, Inc. Chief Financial Officer Harminder Sehmi sold 40,609 shares of common stock in an open-market transaction at a weighted average price of $1.97 per share on May 1, 2026. The sale was made under a pre-arranged Rule 10b5-1 trading plan, and Sehmi now directly holds 340,991 shares.
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.