Assessing Blaize Holdings (BZAI) Valuation After New Nokia And Telangana AI Memorandums Of Understanding

Simply Wall St.

Jan 28

Blaize Holdings (BZAI) is drawing fresh attention after two recent MoUs, one with Nokia Solutions and Networks Singapore for Asia Pacific AI deployments and another with the Government of Telangana to...

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However,...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK4543":"AI","BK4551":"寇图资本持仓","BK4020":"通信设备","BK4587":"ChatGPT概念","AI":"C3.ai, Inc.","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","NOK":"诺基亚","BK4528":"SaaS概念","BK4588":"碎股","BK4547":"WSB热门概念","BK4585":"ETF&股票定投概念","BK4023":"应用软件","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","BK4141":"半导体产品","BZAI":"BLAIZE HOLDINGS INC"},"translate_title":"诺基亚和Telangana AI签署新谅解备忘录后评估Blaize Holdings(BZAI)的估值","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"BZAI":1.5,"NOK":1.5,"AI":0.84},"content_text":"Blaize Holdings (BZAI) is drawing fresh attention after two recent MoUs, one with Nokia Solutions and Networks Singapore for Asia Pacific AI deployments and another with the Government of Telangana to launch the Telangana AI Innovation Hub. See our latest analysis for Blaize Holdings. The recent MoUs with Nokia and the Government of Telangana arrive after a sharp share price return decline of around 50% over the past 90 days and a 1 year total shareholder return loss of about 64%. However, the latest 1 day share price return of 16.09% hints that momentum may be rebuilding from a lower base. If you are looking around the AI space beyond Blaize, this could be a good moment to size up other high growth tech and AI stocks that are catching attention. With the stock around US$2.02 after a steep 1 year total return loss, yet sitting well below an analyst price target of US$7.80, is Blaize a discounted AI edge player, or is the market already pricing in future growth? AdvertisementMost Popular Narrative: 74.1% Undervalued With Blaize Holdings last closing at $2.02 against a narrative fair value of $7.80, the valuation gap is wide enough to warrant closer attention.  Large multi year AI infrastructure programs such as the Starshine collaboration and Yotta smart infrastructure rollout are already translating into contracted revenue visibility of approximately US$160 million over the next six quarters, which can support revenue growth and improve earnings predictability.  Read the complete narrative. Want to see what kind of revenue curve and margin shift have to line up for that valuation to make sense? The narrative leans on aggressive top line expansion, a sharp swing in profitability and a future earnings multiple usually associated with established chip names. Curious which assumptions do the heavy lifting in that $7.80 figure, and how sensitive the story is if they are dialed back? Result: Fair Value of $7.80 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, you still need to weigh heavy losses and volatile gross margins, as well as the reliance on a few large programs that could slip or shrink. Find out about the key risks to this Blaize Holdings narrative.  Build Your Own Blaize Holdings Narrative If you see the numbers differently or prefer to stress test the assumptions yourself, you can spin up your own Blaize view in minutes, Do it your way. A great starting point for your Blaize Holdings research is our analysis highlighting 2 key rewards and 2 important warning signs that could impact your investment decision. Looking for more investment ideas? If you stop with Blaize, you miss the chance to spot other opportunities that fit your style. Put the wider market to work for you today.  Scan for potential hidden value by checking out these 873 undervalued stocks based on cash flows that might offer a more compelling price tag relative to their fundamentals. Ride the AI theme with focus by zeroing in on these 24 AI penny stocks that are catching attention across data, chips, and software. Add a different angle to your watchlist by reviewing these 19 cryptocurrency and blockchain stocks tied to blockchain, payments, and digital asset infrastructure.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.Valuation is complex, but we're here to simplify it.Discover if Blaize Holdings might be undervalued or overvalued with our detailed analysis, featuring fair value estimates, potential risks, dividends, insider trades, and its financial condition.Access Free AnalysisHave feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"corporation","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}