AU · rank #13 · 2026-07-27
BLZE
NASDAQ · $766M (USD)
The exact numbers the algorithm saw.
| Composite score Z-score blend of all factors below. | 1.454 |
|---|---|
| EPS revisions (30d) Change in consensus EPS estimate over the past 30 days ($/share). | -$0.00 |
| Net revisions (30d) Number of analysts revising upward minus downward. | 0 |
| Insider signal (90d) $0 across 0 unique buyers. | -0.109 |
| Analyst upside Consensus target $14.83 | +27.8% |
| Momentum acceleration 3-month minus 12-month momentum. | +142.37% |
| 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
The analyst_upside_pct of 27.8%, near-unanimous bullish rating (4.83/5), five target raises in 30 days, and a massive 1,101% earnings surprise collectively confirm that analyst sentiment is inflecting sharply upward on a real fundamental catalyst—the CoreWeave deal and raised guidance—not mere rotation.
Material risks
- 1Customer concentration risk is acute: the CoreWeave deal is a single large relationship, and if CoreWeave builds proprietary storage infrastructure in-house or reduces workloads, BLZE's B2 revenue growth thesis breaks materially given no disclosed non-cancelable take-or-pay backlog.
- 2Earnings are reported 7 days after the as-of date (2026-08-03), creating binary event risk that could reset analyst targets and momentum if Q2 execution on the raised $161.5M–$163.5M guidance disappoints.
AI verdict council
Each pick is reviewed independently by 3 models before any order. 2 of 3 voted to proceed.