AU · rank #16 · 2026-07-21
BLZE
NASDAQ · $972M (USD)
The exact numbers the algorithm saw.
| Composite score Z-score blend of all factors below. | 0.895 |
|---|---|
| EPS revisions (30d) Change in consensus EPS estimate over the past 30 days ($/share). | -$0.00 |
| Net revisions (30d) Number of analysts revising upward minus downward. | 0 |
| Insider signal (90d) $0 across 0 unique buyers. | -0.163 |
| Analyst upside Consensus target $14.99 | +13.9% |
| Momentum acceleration 3-month minus 12-month momentum. | +179.13% |
| 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 a unanimous 5 target raises in 30 days, a net upgrade, and a 1,100%+ earnings surprise that reset consensus materially higher, giving the 13.9% upside to target real fundamental backing rather than stale estimates.
Material risks
- 1With only 5 analysts covering a sub-$1B cap and recommendation_mean at 1.86 (near Strong Buy), the stock may already reflect peak sentiment, leaving little incremental upgrade fuel to drive price toward targets.
- 2The May 2026 pricing overhaul removing API transaction fees boosts competitive positioning but introduces near-term revenue model uncertainty that could pressure future EPS revisions despite the current positive momentum.
AI verdict council
Each pick is reviewed independently by 3 models before any order. 2 of 3 voted to proceed.