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BLBLZE

Backblaze, Inc.

$BLZE·$700M·Software - Infrastructure·Technology
$12.01+3.0%
Mentions · last 7 days
2026-06-17: 2 posts2026-06-18: 1 posts2026-06-19: 11 posts2026-06-20: 18 posts2026-06-21: 4 posts2026-06-22: 4 posts2026-06-23: 386 posts429
Price updated 11m ago·X counts updated 19h ago
BLBLZE
$BLZEBackblaze, Inc.
$12.01+2.96%429 posts
AI analysisFundamentalsVoices on X
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What it does

Plain-English summary of the business — what they sell and how they make money.

Low-cost cloud object storage (B2) and computer backup SaaS, positioned as an affordable alternative to AWS S3.

Industry overviewAI analysisGenerated by AI from underlying data

Where Software - Infrastructure sits in its cycle right now — and what that implies for $BLZE.

Software - Infrastructure · Technology

Enterprise software infrastructure is in a multiple compression phase (-16.3% YTD) as investors demand proof that AI spend converts to revenue. Winners: hyperscale-adjacent names (CoreWeave for GPU cloud, CrowdStrike for AI-native security, Palantir for DoD AI). Losers: legacy infrastructure vendors facing enterprise consolidation and AI substitution.

Top industry ETF

$IGViShares Expanded Tech-Software Sector ETF
-18.0%YTD
-17.9%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-29.9How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-13.2%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
-13.4%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
1.9%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
4.7Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-27.2%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
62.1%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.7Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026May 4, 2026$0.04$0.02+140.0%
Q4 2025Feb 23, 2026$0.06$0.01+500.0%
Q3 2025Nov 6, 2025$0.03$-0.01+400.0%
Q1 2025May 7, 2025$-0.03$-0.06+50.0%
Next earningsThu, Aug 6·consensus EPS $0.01

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$38.7M+11.7%60.9%-13.8%$-0.10$597K
Q4 FY25$37.8M+11.8%62.0%-12.4%$-0.09$9.7M
Q3 FY25$37.2M+14.0%62.1%-8.9%$-0.07$2.6M
Q2 FY25$36.3M+16.0%63.5%-18.5%$-0.13$700K

Forward consensus

2-year forecast · up to 6 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$162.3M$161.5M – $163.0M$0.12$0.09 – $0.166
FY27$178.6M$168.1M – $186.9M$0.15$0.02 – $0.256

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.23.3×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.98%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+75.1%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+89.9%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 56.6M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today61.9% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.725-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

No open-market buys or sells in the last 180 days.

+ 22 other (10 awards · 9 inkinds · 3 returns) in window

See when $BLZE insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KMaterial agreementJun 238-K — Item 1.01: Material agreement · Item 3.02: Unregistered equity sale · Item 7.01: Press release / Reg FD
AI summary

Delaware 001-41026 20-8893125 entered into a material stock purchase agreement on 2026-06-23 for $335, $0.0001, expected closing June 16, 2026. Narrative: a) of the Exchange Act. ☐ Item 1.01. Entry into a Material Definitive Agreement. Effective on June 16, 2026, Backblaze, Inc. (the “Company”) entered into a Master Strategic Agreement with CoreWeave, Inc. (“CoreWeave”), along with Addendum No. 1 thereto (collectively, the “MSA”), pursuant to which th... Delaware 001-41026 20-8893125 furnished a Reg FD disclosure covering: a) of the Exchange Act. ☐ Item 1.01. Entry into a Material Definitive Agreement. Effective on June 16, 2026, Backblaze, Inc. (the “Company”) entered into a Master Strategic Agreement with CoreWeave, Inc. (“CoreWeave”), along with Addendum No. 1 thereto (collectively, the “MSA”), pursuant to which the Company will provide CoreWeave with the following services: • Cloud object storage capacity on the.

8-KShareholder voteMay 278-K — Item 5.07: Shareholder vote
AI summary

Delaware 001-41026 20-8893125 disclosed voting results from its annual or special meeting. accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐ Item 5.07 Submission of Matters to a Vote of Security Holders. On May 26, 2026, Backblaze, Inc. (the "Company") held its 2026 Annual Meeting of Stockholders (the "Annual Meeting") via live webcast. T he Company's stockholders voted on two proposals, each of which is summarized below and described in more detail in the C...

3New insider — initial holdingsMar 113
+ 10 other (3 13Gs · 2 earnings 8-Ks · 2 proxys · 1 10-Q) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Backblaze jumps 30% on $335M CoreWeave AI storage dealinvezz.com·1d agoBackblaze, Infleqtion, Zeta Global And Other Big Stocks Moving Higher On Tuesdaybenzinga.com·1d agoBackblaze to Participate in Fireside Chat at Planet MicroCap Las Vegas 2026businesswire.com·9d agoJim Cramer found a real AI storage play, then told you not to buy it247wallst.com·13d agoBackblaze Sees AI Boom Fueling Cloud Storage Demand and Neocloud Dealsmarketbeat.com·18d ago

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