AU · rank #15 · 2026-07-24
BLZE
NASDAQ · $766M (USD)
The exact numbers the algorithm saw.
| Composite score Z-score blend of all factors below. | 1.072 |
|---|---|
| EPS revisions (30d) Change in consensus EPS estimate over the past 30 days ($/share). | -$0.00 |
| Net revisions (30d) Number of analysts revising upward minus downward. | 0 |
| Insider signal (90d) $0 across 0 unique buyers. | -0.121 |
| Analyst upside Consensus target $14.83 | +16.2% |
| Momentum acceleration 3-month minus 12-month momentum. | +169.23% |
| Analyst rating 5 = Strong Buy, 1 = Strong Sell. | 4.83 |
| Gross margin TTM | +62.3% |
| 52w high | $18.25 |
| Market cap (USD) | $766M |
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 cloud storage and backup platform whose B2 Cloud Storage segment is accelerating on AI-driven demand, anchored by a ~$335M multi-year CoreWeave deal.
Rationale
All five covering analysts raised price targets in the last 30 days, consensus upside sits at 16%, and a 1,101% earnings surprise with raised full-year guidance directly validates the analyst_upside signal as fundamentally grounded rather than sentiment-only.
Material risks
- 1Customer concentration risk is acute — the CoreWeave deal is a dominant revenue catalyst, and if CoreWeave builds in-house storage or reduces workloads, BLZE loses its primary AI-growth narrative with no disclosed take-or-pay backstop.
- 2Hyperscale competitors (AWS S3, Google Cloud Storage) can undercut on price or bundle storage into broader AI infrastructure contracts, threatening B2's low-cost positioning and limiting margin expansion on a still-loss-making P&L.
AI verdict council
Each pick is reviewed independently by 3 models before any order. 1 of 3 voted to proceed.