AU · rank #18 · 2026-07-22
BLZE
NASDAQ · $972M (USD)
The exact numbers the algorithm saw.
| Composite score Z-score blend of all factors below. | 0.759 |
|---|---|
| EPS revisions (30d) Change in consensus EPS estimate over the past 30 days ($/share). | -$0.00 |
| Net revisions (30d) Number of analysts revising upward minus downward. | 0 |
| Insider signal (90d) $0 across 0 unique buyers. | -0.197 |
| Analyst upside Consensus target $14.99 | +11.2% |
| Momentum acceleration 3-month minus 12-month momentum. | +196.97% |
| 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
A 1,100%+ earnings surprise, raised full-year guidance, 5 analyst target raises in 30 days, and a net upgrade all confirm that analyst upside estimates are being revised upward from a credible fundamental catalyst rather than pure sentiment drift.
Material risks
- 1With only 5 analysts covering BLZE and recommendation_mean at 1.86 (already near maximum bullishness), the stock may have limited incremental upgrade fuel left to drive further analyst-upside-driven price appreciation.
- 2The May 2026 pricing overhaul removing API transaction fees could compress near-term revenue per customer even if volume grows, introducing execution risk around the guidance raise that consensus has not yet fully stress-tested.
AI verdict council
Each pick is reviewed independently by 3 models before any order. 2 of 3 voted to proceed.