Blaize Holdings, Inc.

Blaize Holdings slashed its full-year 2026 revenue outlook to between $40 million and $43 million, down from a prior $130 million forecast. CEO Dinakar Munagala attributed the reset to failed pilot conversions, slower customer scaling, and memory price inflation, while CFO Harminder Sehmi cited DRAM and LPDDR cost increases plus tighter supplier terms. The company reported Q2 revenue of $12 million with gross margin of just 8%, weighed down by third-party hardware mix, and took a $7.1 million provision against the Starshine receivable. Management guided to second-half gross margin of 17% to 19% and a full-year adjusted EBITDA loss of $62 million to $65 million, while projecting year-end backlog of approximately $50 million at current memory prices.

Rosen Law Firm has filed a class action lawsuit against Blaize Holdings, Inc. on behalf of investors who purchased securities between July 18, 2025 and April 28, 2026. The suit alleges that Blaize made false and misleading statements by announcing transactions with entities unequipped to conduct meaningful business to create an appearance of growth and by improperly recognizing revenue. Investors with losses exceeding $100,000 are encouraged to secure counsel before the October 5, 2026 deadline to move for lead plaintiff. The Rosen Law Firm, which has recovered billions for investors and was ranked number one by ISS Securities Class Action Services in 2017, is handling the case on a contingency fee basis.

The Rosen Law Firm is investigating potential securities claims on behalf of Blaize Holdings shareholders over allegations that the company may have issued materially misleading business information. The investigation follows an April 28, 2026 Investing.com article reporting that short seller Pelican Way Research alleged Blaize's recent $50 million deal with NeoTensr is fraudulent, after which Blaize's stock fell 12%. The law firm is preparing a class action seeking recovery of investor losses and encourages affected shareholders to contact the firm.

Johnson Fistel, PLLP is investigating Blaize Holdings, Inc. on behalf of investors who suffered losses, examining whether those losses may be recoverable under federal securities laws. The investigation follows two short-seller reports published in late April 2026 that raised concerns about Blaize's customer agreements and business dealings, including an allegation that the company artificially boosted its share price through a deal with a four-month-old counterparty. One report focused on Blaize's agreement with NeoTensr, which the company had said was expected to generate up to $50.0 million in revenue. After the reports, Blaize's stock price declined sharply. Johnson Fistel encourages investors who purchased Blaize securities and suffered losses to contact the firm.

The Rosen Law Firm is investigating potential securities claims on behalf of Blaize Holdings shareholders, alleging the company may have issued materially misleading business information. The investigation follows an April 28, 2026 Investing.com article reporting that short seller Pelican Way Research alleged Blaize's recent $50 million deal with NeoTensr is fraudulent, after which Blaize's stock fell 12%. The law firm is preparing a class action seeking recovery of investor losses and encourages affected shareholders to contact them.

Johnson Fistel, PLLP is investigating Blaize Holdings, Inc. on behalf of investors who suffered losses, examining whether those losses may be recoverable under federal securities laws. The investigation follows two short-seller reports published in late April 2026 that raised concerns about Blaize's customer agreements and business dealings. One report alleged Blaize artificially boosted its share price through a deal with a four-month-old counterparty, NeoTensr, which Blaize had announced was expected to generate up to $50.0 million in revenue. A second report called Blaize a fraud and raised additional concerns about prior customer agreements. Blaize's stock price declined sharply after the reports were published.

Rosen Law Firm is investigating potential securities claims against Blaize Holdings, Inc. following allegations that the company may have issued materially misleading business information. The investigation stems from an April 28, 2026 article by Investing.com reporting that short seller Pelican Way Research alleged Blaize's recent $50 million deal with NeoTensr is fraudulent. On that news, Blaize stock fell 12%. The law firm is preparing a class action to recover investor losses and encourages shareholders to join the prospective action.

Bragar Eagel & Squire, P.C. is investigating potential claims against Blaize Holdings, Inc. on behalf of Blaize stockholders. The investigation concerns whether Blaize violated federal securities laws or engaged in other unlawful business practices. The inquiry follows an April 28, 2026 Investing.com article reporting that Blaize stock fell 12% after short seller Pelican Way Research alleged the company's recent $50 million deal with NeoTensr is fraudulent. Stockholders who purchased or acquired Blaize shares and suffered losses are encouraged to contact the firm.

Johnson Fistel, PLLP is investigating Blaize Holdings, Inc. on behalf of investors who suffered losses, examining whether those losses may be recoverable under federal securities laws. The investigation follows two short-seller reports published in late April 2026 that raised concerns about Blaize's customer agreements and business dealings, including an allegation that the company artificially boosted its share price through a deal with a four-month-old counterparty. One report focused on an agreement with NeoTensr that Blaize had said was expected to generate up to $50.0 million in revenue. After the reports, Blaize's stock price declined sharply. Investors who purchased Blaize securities and suffered losses are encouraged to contact Johnson Fistel.