Backblaze Inc. (BLZE)
NASDAQ (NMS) NASDAQ (NMS) Primary 
Backblaze: Operating Leverage And Revenue Explosion Incoming
Backblaze is transitioning from legacy backup to a high-growth, AI-driven Infrastructure-as-a-Service provider, targeting the neocloud data-lake layer. BLZE's B2 Cloud Storage ARR grew 28% YoY, now comprising 58% of revenue, with AI customers up 76% and driving accelerating growth. Valuation is compelling at 3.4x ARR, with operating leverage boosting margins (adjusted EBITDA margin raised to 23–25%) and no anticipated equity raises.
Backblaze, Inc. (BLZE) Presents at Bank of America 2026 Global Technology Conference Transcript
Backblaze, Inc. (BLZE) Presents at Bank of America 2026 Global Technology Conference Transcript
Are You Looking for a Top Momentum Pick? Why Backblaze, Inc. (BLZE) is a Great Choice
Does Backblaze, Inc. (BLZE) have what it takes to be a top stock pick for momentum investors? Let's find out.
Backblaze, Inc. (BLZE) is a Great Momentum Stock: Should You Buy?
Does Backblaze, Inc. (BLZE) have what it takes to be a top stock pick for momentum investors? Let's find out.
Backblaze Says AI Demand Is Driving Faster Growth in B2 Cloud Storage
Backblaze NASDAQ: BLZE is seeing stronger demand for its B2 cloud storage business as artificial intelligence-related workloads increase the need for high-performance data storage, CFO Marc Suidan said during a fireside chat at the Needham Technology, Media & Consumer Conference.
Can Backblaze (BLZE) Run Higher on Rising Earnings Estimates?
Backblaze, Inc. (BLZE) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.
Is Backblaze the Next Momentum Monster?
A staggering 64% single-day stock appreciation on more than 30 times the average trading volume is rarely a quiet event. For storage cloud platform Backblaze, Inc. NASDAQ: BLZE, the explosive move following its first-quarter earnings report signals more than just a momentary triumph; it points to a fundamental re-rating by the market.
Backblaze: AI Infrastructure Opportunity Is Becoming Clearer (Upgrade)
Backblaze, Inc. is rapidly re-rating as AI-driven demand transforms it from a commoditized storage vendor to a strategic neocloud supplier. Following a Q1 earnings beat-and-raise, BLZE shares surged nearly 50%, signaling a major shift in market sentiment. I now rate BLZE a Buy, citing convincing AI demand drivers and rising adjusted EBITDA margins despite the recent rally.
Backblaze, Inc. (BLZE) Q1 2026 Earnings Call Transcript
Backblaze, Inc. (BLZE) Q1 2026 Earnings Call Transcript
Backblaze, Inc. (BLZE) Tops Q1 Earnings and Revenue Estimates
Backblaze, Inc. (BLZE) came out with quarterly earnings of $0.04 per share, beating the Zacks Consensus Estimate of breakeven. This compares to a loss of $0.03 per share a year ago.
Backblaze, Inc. (BLZE) Discusses Quarterly Network Traffic Highlights and New Geo Data Insights Transcript
Backblaze, Inc. (BLZE) Discusses Quarterly Network Traffic Highlights and New Geo Data Insights Transcript
Backblaze, Inc. (BLZE) Earnings Expected to Grow: What to Know Ahead of Next Week's Release
Backblaze (BLZE) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
