Welcome to our dedicated page for Blaize Hldgs SEC filings (Ticker: BZAIW), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
The Blaize Holdings, Inc. (BZAI, BZAIW) SEC filings page on Stock Titan provides access to the company’s regulatory disclosures as filed with the U.S. Securities and Exchange Commission. These documents offer detailed insight into Blaize’s programmable, energy-efficient edge AI computing business, its capital structure, and its financial performance.
Investors can review current reports on Form 8-K, where Blaize reports material events such as quarterly results announcements and equity compensation decisions. For example, an 8-K dated August 14, 2025 references a press release announcing results for the quarter ended June 30, 2025, while an 8-K dated September 1, 2025 describes the grant of a stock option to the company’s chief financial officer under its 2025 Incentive Award Plan.
The filings page also includes registration statements such as the company’s Form S-1/A related to its warrants. That document contains extensive information on Blaize’s business description, historical financial statements, risk factors, and the terms of its securities, including common stock and warrants listed on The Nasdaq Stock Market under the symbols BZAI and BZAIW.
Through these filings, users can examine how Blaize reports revenue categories, expenses, and non-GAAP measures, as well as how it describes its full-stack programmable processor architecture suite and low-code/no-code AI software platform. Stock Titan enhances this access with AI-powered summaries that highlight key points from lengthy filings, helping users quickly understand topics such as capital raising transactions, warrant terms, and executive equity awards.
In addition, the filings page surfaces warrant-related and other capital markets disclosures, enabling investors to track developments that affect Blaize’s common stock and warrants. Together, these documents form an official record of the company’s regulatory history as an AI-focused technology issuer on Nasdaq.
Blaize Holdings, Inc. Chief Revenue Officer Stephen Paul Patak acquired shares through equity compensation rather than open-market trading. On April 12, 2026, 2,500 restricted stock units vested and converted into 2,500 shares of common stock at $0 per share, as part of a quarterly vesting schedule over eight installments starting April 12, 2026. Following this, he directly held 2,500 common shares and 17,500 restricted stock units. He also holds employee stock options covering 800,000 shares of common stock at an exercise price of $1.18, expiring March 29, 2036, which vest 25% on January 12, 2027 and quarterly thereafter.
Blaize Holdings, Inc. reported preliminary first quarter 2026 revenue of about $2.7 million, with results constrained by global memory shortages and related supply chain delays that limited server availability and delayed customer shipments.
The company maintained its full-year 2026 revenue guidance of $130.0 million and announced a new contract with NeoTensr expected to generate up to $50.0 million in revenue within the first year, subject to purchase orders. Blaize has secured inventory to support $10.0–$12.0 million of deliveries to NeoTensr in late April and May 2026, in addition to $23.8 million of revenue earned from a NeoTensr purchase order in the fourth quarter of 2025.
Blaize Holdings, Inc. director Anthony Cannestra exercised stock options for 50,000 shares at an exercise price of $0.57 and sold 50,000 common shares at a weighted average price of $1.75 per share on April 6, 2026, under a pre-arranged Rule 10b5-1 trading plan.
The sale price ranged from $1.72 to $1.79 per share. Following this exercise-and-sell, he reports no directly held common stock from this transaction but continues to hold substantial equity-based awards, including earnout shares, employee stock options at various strike prices, and restricted stock units tied to future vesting conditions.
Blaize Holdings, Inc. received a Form 4 describing an internal restructuring of its large shareholder entities. Ava-related entities reported an "other" transaction involving 5,145,638 shares of Common Stock, distributed for no consideration. Following the restructuring, Ava Private Markets S.a r.l. and its affiliates hold 11,737,254 shares indirectly. Ava Investors S.A., Raphaelle Mahieu and Benjamin Hazan may be deemed to exercise investment power over these securities but each disclaims beneficial ownership except to the extent of any pecuniary interest.
Blaize Holdings reports an amended Schedule 13G/A showing 11,737,254 shares of Common Stock (representing 9.56% of the class) held by Ava Investors S.A. / Ava Private Markets.
The filing states the position is based on 122,744,509 shares outstanding as of 03/24/2026 and that the transaction disclosed in the amendment was a distribution of Common Stock for no consideration.
Blaize Holdings, Inc. General Counsel Kimberly Peterson reported an initial holding of restricted stock units representing 300,000 shares of common stock. These restricted stock units vest 25% on June 1, 2026, with the remaining units vesting in equal quarterly installments thereafter.
Each restricted stock unit is a contingent right to receive one share of Blaize Holdings common stock, meaning Peterson’s equity exposure will increase over time as the units vest, assuming continued service and satisfaction of the vesting conditions.
Blaize Holdings, Inc. insider Dinakar Munagala filed an amended Schedule 13D/A updating his ownership and disclosing a new preset trading arrangement. He reports beneficial ownership of 8,045,893 shares of common stock, representing 6.2% of the class, based on 122,744,509 shares outstanding as of March 20, 2026.
The stake consists of 551,422 shares of common stock plus 7,494,471 shares underlying stock options that are vested or expected to vest within 60 days, and excludes 1,371,303 earn-out shares. On December 12, 2025 he entered into a Rule 10b5-1 trading plan under which a broker may periodically sell up to an aggregate of 1,864,650 shares of Blaize common stock on his behalf. Since the prior amendment, options to purchase 1,219,590 shares have vested, and no other transactions in the common stock are reported.
Blaize Holdings, Inc. files its annual report describing an AI-focused computing business and continued heavy losses, raising substantial doubt about its ability to continue as a going concern.
The company develops AI accelerators, cards and software, outsources manufacturing to Asian partners, and relies on a small number of major international customers. It reported a $103.8 million operating loss and used $73.8 million in operating cash in 2025. As of June 30, 2025, non‑affiliate equity market value was about $217.4 million, and as of March 20, 2026 there were 122,744,509 common shares outstanding. Blaize employs 254 people and holds 43 patents expiring between 2031 and 2044, but faces intense competition, supply-chain risk, customer concentration, and significant funding needs for its roadmap, including automotive-grade chips not expected in production until 2028 or later.
Blaize Holdings, Inc. reported a breakout year in 2025, with revenue rising to $38.6 million from $1.6 million in 2024. Quarterly revenue scaled from about $1 million in Q1 2025 to $23.8 million in Q4 2025, more than doubling sequentially from Q3 and exceeding the upper end of guidance.
The company remains unprofitable, posting a 2025 net loss of $206.9 million and Adjusted EBITDA loss of $50.5 million, though Q4 net loss improved sharply to $3.3 million from $26.3 million in the prior quarter. Operating expenses rose with scaling, but R&D and SG&A were flat sequentially in Q4.
As of December 31, 2025, Blaize held $45.8 million in cash and cash equivalents and had positive stockholders’ equity of $39.0 million versus a prior-year deficit. For 2026, the company targets $130 million in revenue and an Adjusted EBITDA loss of $45.0–$50.0 million, while planning to launch its AI Services platform in the second quarter and expand recurring, API-based AI offerings.