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Blaize revises full-year revenue outlook to $32M-$36M on shipment timing shifts

BZAIBlaize Holdings, Inc.

Blaize Holdings revised its full-year 2026 revenue guidance to between $32.0 million and $36.0 million, reflecting updated expectations regarding shipment timing and working capital management for a contract with NeoTensr. The company expects preliminary third-quarter revenue of approximately $0.5 million, primarily from hardware sales to a European customer. Additionally, Blaize disclosed that the U.S. Department of Justice and Securities and Exchange Commission are conducting inquiries into its business practices, and a class action lawsuit was filed alleging misleading statements regarding contracts with Starshine and NeoTensr. The company operates in the programmable AI computing sector.

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