---
title: "Weekly Recap | Blaize -38.71%, quarterly revenue misses"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/301465443.md"
description: "Blaize (BZAI) fell 38.71% this week to close at $0.2942 on Friday, while the S&P 500 rose 1.15%. The stock underperformed by roughly 39.86 percentage points. The move was a sharp one-way slide: Monday opened at $0.4750, then Monday closed down to $0.4359, and Tuesday gapped lower to $0.2902, hitting an intraday low of $0.262 — a fresh range low. The last three sessions traded in a narrow $0.275-$0.300 band. Weekly amplitude was 44.84%, with average daily volume of 5."
datetime: "2026-10-10T06:16:04.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/301465443.md)
  - [en](https://longbridge.com/en/news/301465443.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/301465443.md)
generator: "portal-rs"
---

# Weekly Recap | Blaize -38.71%, quarterly revenue misses

## The Week

Blaize (BZAI) fell 38.71% this week to close at $0.2942 on Friday, while the S&P 500 rose 1.15%. The stock underperformed by roughly 39.86 percentage points. The move was a sharp one-way slide: Monday opened at $0.4750, then Monday closed down to $0.4359, and Tuesday gapped lower to $0.2902, hitting an intraday low of $0.262 — a fresh range low. The last three sessions traded in a narrow $0.275-$0.300 band. Weekly amplitude was 44.84%, with average daily volume of 5.10m shares, running 82.44% above the median level.

## Key Events

The week’s central story was a sharp guidance cut. Before Tuesday’s open, Blaize issued preliminary Q3 FY2026 revenue and full-year guidance updates, then formally lowered FY2026 revenue guidance to $32m-$36m. Reports the same day described the company cutting its 2026 outlook amid legal and payment strains. An 8-K filed on 7 October confirmed Q3 FY2026 revenue of just $500k. On the filing side, 7 October brought four 424B3 prospectus supplements and one 8-K, suggesting concurrent equity-related registration or financing activity.

## Analyst Ratings

Five firms cover the stock: two rate it buy, three rate it neutral, with no underweight or sell ratings. The consensus rating is buy, with a consensus target price of $1.25, implying about 324.88% upside from the current price. Targets are widely spread: the highest sits at $2.50 and the lowest at $0.35, making the high roughly seven times the low. Within the semiconductor space, Blaize ranks 49th out of 77 on analyst rating strength, in the lower-middle band.

## The Week Ahead

The macro calendar is front-loaded next week. On 14 October (Tuesday), the US releases October CPI and core CPI. Headline CPI carries a prior of 3.4 and a forecast of 3.7, while core CPI has a prior of 2.4 and a forecast of 2.5 — inflation prints could shift sentiment on growth names. On the company side, after this week’s lowered guidance and the $500k quarterly revenue figure, focus turns to whether management provides more concrete operating improvements and whether the equity filings translate into actual issuance.

## In Short

This week’s tension is clear: the sell-side consensus still shows a buy rating with a $1.25 target price far above spot, yet the actual operating numbers fell well short — $500k in quarterly revenue and a materially lower full-year outlook. The high-volume sell-off reflects how quickly the market repriced that fundamental disconnect. Two things matter from here: whether Blaize lands new revenue or customer developments, and whether the equity registration activity creates dilution pressure.

*This article is generated by LongbridgeAI from market data, for information only and not investment advice.*

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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**