← Analyst Upside
AU · rank #9 · 2026-06-05
BLZE
NASDAQ · $534M
verdict · PROCEED
The exact numbers the algorithm saw.
| Composite score Z-score blend of all factors below. | 0.440 |
|---|---|
| EPS revisions (30d) Change in consensus EPS estimate over the past 30 days ($/share). | +$0.06 |
| Net revisions (30d) Number of analysts revising upward minus downward. | 6 |
| Insider signal (90d) $0 across 0 unique buyers. | -0.186 |
| Analyst upside Consensus target $9.34 | +11.5% |
| Momentum acceleration 3-month minus 12-month momentum. | +109.99% |
| Analyst rating 5 = Strong Buy, 1 = Strong Sell. | 4.83 |
| Gross margin TTM | +62.3% |
| 52w high | $10.86 |
| Market cap | $534M |
The AI research card
Independent qualitative review of each pick before the order is placed.
Summary
Backblaze Inc. is a cloud storage and backup company offering computer backup and B2 Cloud Storage services to individuals, SMBs, and developers, known for its cost-effectiveness and simplicity.
Rationale
The strong analyst upside percentage, high average analyst rating, and 100% revision agreement suggest a positive sentiment and potential for price appreciation driven by analyst expectations and recent positive EPS revisions.
Material risks
- 1Intense price competition from hyperscale cloud providers like Amazon S3, Microsoft Azure, and Google Cloud poses a significant threat to Backblaze's market share and profitability.
- 2Backblaze's continued reliance on external capital markets due to ongoing losses and limited scale presents a risk if market appetite for funding changes.
Verdict reasoning
two_stage score=+2/3 verdicts={'openai': 'PROCEED', 'claude': 'CAUTION', 'gemini': 'PROCEED'} brief=caller-supplied