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Investing.com - Rosenblatt Securities has reiterated its Buy rating and $6.00 price target on Blaize Inc. (NASDAQ:BZAI), currently trading at $3.78 with a market capitalization of $384 million. The firm’s positive outlook stems from the company’s strong revenue guidance and recent customer agreements. According to InvestingPro data, the company maintains an impressive gross profit margin of 70.18%.
Blaize reported quarterly results that exceeded expectations for the June quarter, according to Rosenblatt. The firm highlighted the company’s September quarter revenue guidance of $11-$11.5 million as particularly significant.
The guidance reflects the beginning of production ramps from $176 million in agreements Blaize signed over the past six weeks. These agreements are expected to generate approximately $35 million in revenue during the second half of 2025 and $140 million in 2026.
Blaize management also disclosed a potential order pipeline of $725 million through 2027, with $300 million currently in late-stage discussions, according to Rosenblatt’s research note.
Rosenblatt’s continued Buy recommendation is based on Blaize’s energy-efficient, inference-stage GSP technology, which is designed for hybrid AI data centers and network-edge AI applications.
In other recent news, Blaize Holdings Inc. reported its second-quarter 2025 earnings, highlighting significant revenue growth alongside a narrowed net loss. These developments indicate a positive trajectory for the company, particularly with promising opportunities identified in the AI sector. Despite these financial improvements, the company’s stock experienced a slight decline after market hours. However, the focus remains on the company’s financial performance and strategic positioning within the AI industry. Investors may find these developments noteworthy as they assess Blaize Holdings’ future potential. These recent updates provide a snapshot of the company’s current financial health and market strategy.
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