---
schema_version: "secwatch.filing_event.v1"
accession: "0001871638-26-000063"
form_type: "8-K"
ticker: "BZAI"
cik: "0001871638"
company_name: "Blaize Holdings, Inc."
filed_at: "2026-10-06T00:32:15+00:00"
generated_at: "2026-10-12T16:38:32.534330+00:00"
event_type: "earnings"
sentiment: "negative"
materiality_score: 0.85
calibrated_materiality_score: 0.85
confidence: "high"
source: SEC EDGAR
---

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

## Summary
- 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.

## SEC filing metadata
- accession: 0001871638-26-000063
- form_type: 8-K
- ticker: BZAI
- cik: 0001871638
- company_name: Blaize Holdings, Inc.
- filed_at: 2026-10-06T00:32:15+00:00
- event_type: earnings
- sentiment: negative
- materiality_score: 0.85
- calibrated_materiality_score: 0.85
- confidence: high
- sec_items: 2.02, 7.01, 8.01, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1871638/000187163826000063/0001871638-26-000063-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1871638/000187163826000063/blz-20261005.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001871638-26-000063
- JSON: https://secwatch.observer/filing/0001871638-26-000063.json
- Plain text: https://secwatch.observer/filing/0001871638-26-000063.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.