Blaize reaffirms 2026 revenue guidance at $130M and projects over $11M in NeoTensr deliveries for Q2 2026.
Blaize Holdings Inc. (BZAI) maintained its $130M revenue guidance for 2026 during its Q1 2026 earnings call, citing strong momentum from 2025. The company expects to deliver more than $11M in NeoTensr shipments in Q2 2026.
Management highlighted new contracts and partnerships in Q1 as key drivers for growth. The 2026 target follows a breakout year in 2025, with leadership expressing confidence in sustained expansion.
No immediate market reaction was disclosed in the call.