AU · rank #11 · 2026-07-20
BLZE
NASDAQ · $972M (USD)
The exact numbers the algorithm saw.
| Composite score Z-score blend of all factors below. | 1.026 |
|---|---|
| EPS revisions (30d) Change in consensus EPS estimate over the past 30 days ($/share). | -$0.00 |
| Net revisions (30d) Number of analysts revising upward minus downward. | 0 |
| Insider signal (90d) $0 across 0 unique buyers. | -0.194 |
| Analyst upside Consensus target $14.99 | +13.4% |
| Momentum acceleration 3-month minus 12-month momentum. | +180.13% |
| Analyst rating 5 = Strong Buy, 1 = Strong Sell. | 4.83 |
| Gross margin TTM | +62.3% |
| 52w high | $18.25 |
| Market cap (USD) | $972M |
The AI research card
Independent qualitative review of each pick before the order is placed. On the rare day the research service is unavailable, the paper book trades on the quant ranking alone and no card appears here.
Summary
Backblaze is a low-cost, S3-compatible cloud object storage and backup provider targeting AI/Neocloud workloads via its B2 Cloud Storage platform.
Rationale
The analyst_upside strategy is reinforced by 5 analysts raising targets in the last 30 days, a net upgrade, a 1,100%+ earnings surprise, and raised FY2026 guidance — all consistent with a genuine re-rating catalyst rather than stale sentiment.
Material risks
- 1With only 5 analysts covering a sub-$1B cap and 50% revision agreement, consensus is thin and the target dispersion of ~13.5% means the "upside" could evaporate on a single estimate cut from a pivotal bull.
- 2The May 2026 pricing overhaul (removing API transaction fees) is a structural revenue model change that could compress near-term B2 revenue per customer before volume offsets materialize, introducing guidance execution risk in Q2/Q3.
AI verdict council
Each pick is reviewed independently by 3 models before any order. 2 of 3 voted to proceed.