Blaize Holdings, Inc. director Anthony Cannestra reported an exercise-and-sale transaction in company stock. He exercised options to acquire 50,000 shares of Common Stock at an exercise price of $0.57 per share, then sold 50,000 shares in open-market transactions at a weighted average price of $1.68 per share.
Both the option exercise and the share sales on June 8, 2026 were carried out under a pre-arranged Rule 10b5-1 trading plan adopted on December 11, 2025, indicating the activity was scheduled in advance. Following these transactions, Cannestra reported no directly held Common Stock, while 62,169 Employee Stock Options remained outstanding and fully vested, each exercisable for one share of Common Stock until their expiration on September 18, 2033.
Blaize Holdings, Inc. submitted a Form 144 notice relating to the proposed sale of 50,000 shares of Common Stock on 06/08/2026, described as resulting from a stock option exercise with cash payment. The filing lists the broker as Merrill Lynch in Los Angeles.
The filing also documents prior sales by Anthony Cannestra of 50,000 shares on 04/06/2026 and 50,000 shares on 05/11/2026.
Blaize Holdings, Inc. General Counsel Evans Kimberly Peterson reported routine equity compensation activity involving restricted stock units and related tax withholding. On June 1, 2026, 75,000 restricted stock units converted into 75,000 shares of common stock at $0.00 per share. To cover tax obligations, 26,989 shares of common stock were disposed of at $1.76 per share as a tax-withholding transaction, rather than an open-market sale. Following these transactions, Peterson directly holds 48,011 shares of common stock and 225,000 restricted stock units, which continue to vest 25% on June 1, 2026 and quarterly thereafter.
Blaize Holdings, Inc. Chief Financial Officer Harminder Sehmi reported an open-market sale of 40,609 shares of common stock on June 1, 2026 at a weighted average price of $1.82 per share. The sale was executed under a pre-arranged Rule 10b5-1 trading plan adopted on December 12, 2025, indicating it was scheduled in advance. After these transactions, Sehmi directly holds 300,382 shares of Blaize common stock. The shares were sold in multiple trades at prices between $1.71 and $1.92 per share.
Morgan Stanley Smith Barney LLC submitted Rule 144 notices relating to proposed sales of Common shares of BZAI. The filing lists multiple dated transactions including 40,609 shares associated with 05/01/2026 and 123,460 shares associated with 04/20/2026.
The entries reference 10b5-1 sales and previously exercised stock options as the source of the shares. Transaction dates and dollar amounts are shown alongside each line item in the excerpt.
DENSO International America, Inc and DENSO Corporation filed an amendment to a Schedule 13G/A reporting no beneficial ownership of Blaize Holdings, Inc. common stock. The filing lists 0 shares beneficially owned, representing 0% of the class, and records zero voting and dispositive powers. Signatures are by authorized officers dated 05/08/2026.
Blaize Holdings, Inc. reported first‑quarter 2026 revenue of $2.7 million, up from $1.0 million a year earlier, driven mainly by hardware sales to a related‑party customer. Despite this growth, the company posted a net loss of $22.7 million and negative operating cash flow of $12.6 million.
Management discloses that recurring losses and cash burn raise “substantial doubt” about Blaize’s ability to continue as a going concern without additional financing. To bolster liquidity, Blaize completed a May 2026 underwritten equity offering of 18.9 million shares at $1.85 per share, generating about $32.8 million in net proceeds.
At March 31, 2026, Blaize held $33.2 million of cash and cash equivalents and reported $16.7 million of net accounts receivable, with significant customer concentration in China. Adjusted EBITDA was a loss of $13.9 million, reflecting high research, development, and selling costs as the company scales its AI edge computing platform.
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.