BLZE Backblaze, Inc. Loading... : Bullish and Bearish Analyst Opinions
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11:47
Sep 04
Sep 04
Bullish BLZE watchlist thesis; no current position
Author presents a detailed bullish BLZE watchlist thesis after strong results and a selloff, but explicitly says he has no current position and will watch the Sept. 9 Investor Day.
HIGH
13:50
Aug 31
Aug 31
Author highlights BLZE's storage data center expertise, AI-driven growth inflection.
Author highlights BLZE's storage data center expertise, AI-driven growth inflection, and neocloud partnerships, but frames it as a reevaluation rather than an explicit position.
LOW
00:08
Aug 28
Aug 28
Author lists BLZE, NBIS, MU, and SNDK as all good longs in order of confidence.
Author lists BLZE, NBIS, MU, and SNDK as all good longs in order of confidence, citing technical setups and a memory shortage thesis through 2030, explicitly stating SNDK is worth taking a position in.
02:14
Aug 27
Aug 27
BLZE flagged as AI storage beneficiary after Nvidia earnings.
Author lists BLZE as a memory storage beneficiary of NVDA earnings, but explicitly states it is an idea generation list, not a buy signal, yielding a cautious long watch.
MED
18:22
Aug 21
Aug 21
Buys dip calling current pullback bottom
Discloses buying the dip across these names, calling a likely bottom to the current pullback.
MED
14:52
Aug 18
Aug 18
"Focus list includes six strong names"
"Speaker lists six names as objectively strong focus-list candidates; no position language, catalyst, or per-name reasoning provided."
MED
12:04
Aug 17
Aug 17
The author highlights a broad basket of interesting names across Physical AI, NAND.
The author highlights a broad basket of interesting names across Physical AI, NAND, and other sectors without stating any explicit positions or directional calls, so all tickers are indexed as watch.
LOW
15:41
Aug 14
Aug 14
Notes recent strong price performance.
Author highlights recent strong price performance across multiple names, no current directional view stated.
LOW
19:52
Aug 11
Aug 11
BLZE discussed as potentially next in line.
Author says BLZE was discussed with a co-commentator as potentially next in line after QMCO; no explicit position.
LOW
17:56
Aug 06
Aug 06
Included in swing trading focus list.
Included in a swing trading focus list, no specific directional catalyst provided.
LOW
16:08
Aug 06
Aug 06
Author highlights multiple chart standouts and swing candidates but explicitly says no moves.
Author highlights multiple chart standouts and swing candidates but explicitly says no moves are being made, so all tickers are watch-only despite bullish chart commentary.
14:17
Aug 06
Aug 06
BLZE flagged as swing entry candidate
Author flags BLZE as a potential swing entry based on chart setup; no position taken, no specific catalyst cited.
LOW
14:15
Aug 06
Aug 06
Eyeing stock for potential swing entry
Notes a fantastic chart setup and is eyeing the stock for a potential swing entry.
LOW
13:38
Aug 06
Aug 06
BLZE excluded; post-earnings gap filling
Author explicitly removes BLZE from his buy list, citing a near-term post-earnings gap fill as the reason; not a structural bear call but a specific near-term technical headwind flagged by the author.
MED
15:27
Aug 04
Aug 04
Author highlights gains across multiple positions and explicitly frames them as buys.
Author highlights gains across multiple positions and explicitly frames them as buys with ongoing upside, while noting RDDT is now green after a post-earnings entry.
LOW
13:58
Aug 04
Aug 04
BLZE strong Q2 earnings, EBITDA margin expansion
Author explicitly says BLZE calls are up 400% and “I sold them”; this is a close of the options trade, not a watch-only earnings note.
LOW
13:31
Aug 04
Aug 04
BLZE earnings strong; author missed trade
Notes BLZE's strong earnings after tracking it on his focus list; expresses missed-trade regret rather than a current position.
MED
13:06
Aug 04
Aug 04
A news wire reports a broad list of price target increases from multiple analysts across dozens.
A news wire reports a broad list of price target increases from multiple analysts across dozens of stocks, with no directional commentary from the account itself.
21:08
Aug 03
Aug 03
BLZE strong Q2 earnings, EBITDA margin expands
BLZE reported strong Q2 2026 earnings: 18% YoY revenue growth, B2 Cloud Storage ARR +39% YoY, Adjusted EBITDA margin expanding to 30% from 18%, and management guiding for stronger growth into year-end.
LOW
20:43
Aug 03
Aug 03
Author reflects on FOMO from missing PLTR and BLZE earnings while up 12% on FinX.
Author reflects on FOMO from missing PLTR and BLZE earnings while up 12% on FinX, but expresses no current position or forward call.
LOW
20:16
Aug 03
Aug 03
BLZE earnings praised; no position taken
Flags BLZE's strong earnings after watching it on a focus list; speaker was not positioned and expresses regret rather than a current trade.
MED
03:20
Aug 03
Aug 03
BLZE AI storage growth early, margin expanding but loss-making
Speaker highlights BLZE's B2 segment 24% growth, 110% NRR, 76% AI customer count growth, and gross margin expansion from 56% to 61%; still loss-making and competing against hyperscalers on price.
MED
13:58
Aug 02
Aug 02
Author shares chart reviews of favorite stocks but only describes technical levels and watch.
Author shares chart reviews of favorite stocks but only describes technical levels and watch conditions without explicit positions or forward calls, so all tickers are indexed as watch.
LOW
23:41
Jul 31
Jul 31
Author lists these tickers as top stocks to add now.
Author lists these tickers as top stocks to add now, providing no specific catalyst or position disclosure.
LOW
03:11
Jul 31
Jul 31
Buy BLZE as the de facto cold-storage layer for compute-first neoclouds.
Buy BLZE as the de facto cold-storage layer for compute-first neoclouds; the $335M CoreWeave contract, B2 Neo white-label product, 110% NRR, AI customers growing 3x faster than average, and FY26 guided as first FCF-positive year create a multi-catalyst re-rating setup at sub-$1B market cap.
HIGH
18:51
Jul 29
Jul 29
Author highlights a basket of names showing relative strength that he brought higher on his.
Author highlights a basket of names showing relative strength that he brought higher on his focus list, but this is a momentum watchlist rather than an explicit position or forward call.
19:59
Jul 28
Jul 28
Author lists names showing relative strength that moved higher on their focus list.
Author lists names showing relative strength that moved higher on their focus list, a watchlist update without explicit position language or forward call.
LOW
03:13
Jul 19
Jul 19
Named in both high-beta "really like" list and personal favourites.
Named in both high-beta "really like" list and personal favourites; elevated conviction relative to rest of list.
MED
22:37
Jul 10
Jul 10
Recommends BLZE for VPS backup infrastructure use.
Author recommends Backblaze B2 as essential infrastructure for running coding agents, citing ease of setup and S3 compatibility for backups/redundancy, implying adoption and revenue growth.
MED
15:34
Jul 10
Jul 10
Author books nice profits on BLZE position
Author discloses taking profits on long BLZE position after AI advisor advised protecting gains; confirms profitable existing holding but signals trim, not full exit.
MED
About BLZE Analyst Coverage
Buzzberg tracks BLZE (Backblaze, Inc.) across 8 sources. 3 bullish vs 0 bearish calls from 8 analysts. Sentiment: predominantly bullish (9%). 34 total trade ideas tracked. Latest voices: mkfilko, itsalasdairmann, ichiro1992.