Blaize prelim Q3 revenue ~$0.5M; FY26 guidance revised to $32-36M; DOJ/SEC probes, class action

Blaize Holdings, Inc.

Preliminary Q3 2026 revenue of ~$0.5M, earned entirely in August 2026 from hardware sales to one European customer; quarter-end closing not complete.
FY2026 revenue guidance revised to $32.0M-$36.0M, based on binding non-cancellable NeoTensr orders under the April 2026 contract worth up to $50.0M, plus a new purchase order in process of signature.
NeoTensr receivable of $13.3M was due Sept 24, 2026; NeoTensr paid only $0.2M on Sept 30, and Blaize extended repayment to Q4 2026, citing working-capital and inventory timing risk.
DOJ subpoenas and SEC requests for information received July-August 2026 regarding Blaize's business and agreements with certain counterparties; company is cooperating and cannot predict the outcome.
Alyahya v. Blaize Holdings class action filed Sept 17, 2026 (C.D. Cal., No. 2:26-cv-10609) alleges false statements on Starshine and NeoTensr contracts; no reasonable loss estimate possible.

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