Blaize reported preliminary third-quarter 2026 revenue of approximately $0.5 million. [2, 3] It revised its full-year 2026 revenue guidance to $32 million to $36 million. [2, 3]
The new range is down from the $40 million to $43 million forecast issued in August 2026. [4, 5] That forecast had already been reduced from an initial $130 million. [12]
Blaize cited revised expectations for shipment timing and working capital management for inventory needs. [3] The updated forecast is based on binding purchase orders from customer NeoTensr and an order from another existing customer that is awaiting a signature. [2, 3]
Blaize said it has enough inventory to fulfill part of the orders in the fourth quarter and is working with suppliers to procure the rest. [3]