Blaize Holdings, Inc.

AI-generated fair value estimate for this company.

Method: Net-asset floor approach: $36.85M net cash divided by 144.83M shares = $0.254/share cash floor, plus a modest premium (~38%) for the AI-chip operating business given $50.37M TTM revenue, despite heavy GAAP losses (-$81M TTM) and an active restructuring (26% workforce cut announced Sept 2026).

Reasoning: Blaize Holdings (ticker BZAI) is a deeply unprofitable, early-commercialization AI-semiconductor company with large net losses and litigation overhang; a standard FCF DCF is not reliable given negative and unpredictable cash flow, so value is anchored to its substantial net cash position with only a small premium for the still-unproven revenue base.