Backblaze, Inc. (NASDAQ:BLZE) is one of the small-cap tech stocks hedge funds were buying in Q2. On October 17, 2025, Oppenheimer analyst Ittai Kidron reaffirmed an Outperform rating on Backblaze and raised the firm’s price target from $10 to $11. In his note, Kidron pointed to encouraging signals from channel checks, including steady deal flow in Q3 and healthy pipeline momentum going into Q4. He also described the competitive landscape as “normal,” suggesting no material change in pricing pressure or ma ...

Key Takeaways BLZE is shifting focus to enterprise storage with AI-ready B2 Overdrive driving growth.SNOW is deepening adoption with AI-native tools like Cortex AI, SQL and Gen2 Warehouses.BLZE up 78% YTD on turnaround optimism; SNOW up 73% on fundamentals and AI traction. The explosive growth of enterprise data has created substantial opportunities for cloud infrastructure providers, with Backblaze (BLZE) and Snowflake (SNOW) addressing distinct but interconnected segments of this market. Backblaze focuses ...

Oct 28, 2025 6:01 AM Eastern Daylight Time Backblaze to Sponsor KubeCon + CloudNativeCon to Showcase High-Throughput Cloud Agnostic Storage Share Backblaze continues commitment to the open cloud movement at the cloud-native conference in Atlanta. SAN MATEO, Calif.--(BUSINESS WIRE)--Backblaze, Inc. (Nasdaq: BLZE), the cloud storage innovator providing a modern alternative to traditional cloud providers, will engage with engineers and technical leaders as a Silver sponsor of the upcoming KubeCon + CloudNative ...

Key Takeaways BLZE's B2 Cloud Storage platform is central to rising demand from AI and data-heavy workloads.Zacks estimates BLZE's Q3 B2 Cloud Storage revenue at $20.88M, up 29.05% YoY.Backblaze's architecture appeals to enterprises seeking flexible, cost-efficient cloud storage.Backblaze’s (BLZE) rising exposure to artificial intelligence and data-heavy workloads is shaping the next phase of its growth trajectory. As enterprises process larger datasets and train more complex AI models, the need for scalabl ...

财报发布安排 - 公司将于2025年11月6日美股市场开盘前公布2025财年第三季度（截至2025年9月30日）财务业绩 [1] - 公司计划在2025年11月6日太平洋时间上午5点（东部时间上午8点）举行电话会议和网络直播以讨论业绩 [1] - 网络直播参与链接为 https://events.q4inc.com/attendee [1]

Oct 15, 2025 4:46 PM Eastern Daylight Time Backblaze to Highlight Media Workflows and Pricing Transparency at NAB New York Share 93% of media & entertainment organizations report surprise cloud storage fees; half say egress costs prevent switching to providers better suited for media workflows. SAN MATEO, Calif.--(BUSINESS WIRE)--Backblaze, Inc. (Nasdaq: BLZE), the cloud storage innovator providing a modern alternative to traditional cloud providers, today announced it will be exhibiting at the NAB Show New ...

Key Takeaways BLZE is benefiting from AI-related demand and new cybersecurity features in its cloud platform.BLZE expects B2 Cloud Storage revenues to grow 28-30% in the third quarter of 2025.Valuation appears stretched with a 3.27X forward price-to-sales ratio and a Value Score of F.Backblaze (BLZE) has experienced a remarkable 56.8% surge year to date (YTD), outperforming the Zacks Internet-Software industry and Zacks Computer and Technology sector's return of 16.7% and 19.6%, respectively. This impressiv ...

市场环境与投资策略 - 当前是投资股市的棘手时期 标准普尔500指数的纪录显得日益脆弱 并准备在出现任何负面消息时下跌 [1] - 投资策略是持续轮动出某些头寸 [1] 分析师背景与行业洞察 - 分析师在华尔街覆盖科技公司并在硅谷工作 拥有综合经验 [1] - 分析师担任多家种子轮初创公司的外部顾问 对当今塑造行业的许多主题有涉猎 [1]

公司战略与产品创新 - 公司战略转向网络安全创新 将云存储服务定位于数据保护和人工智能交汇点以推动持续扩张 [1] - 产品组合包括AI驱动的异常警报 可自动检测可能表明勒索软件或数据外泄企图的异常数据传输 [1] - 配套工具如企业网络控制台和存储桶访问日志 通过基于角色的访问控制和更深入的数据使用可见性 增强企业安全架构 [2] - 以安全为导向的创新周期为公司下一阶段增长奠定基础 网络安全已成为其产品战略核心 [3][4] 财务业绩与增长预期 - 2025年第二季度总收入同比增长16% 其中B2云存储收入增长29% [3] - 预计2025年第三季度收入在3670万美元至3710万美元之间 同比增长28%-30% [3] - B2云存储收入预计在2025年底前增长接近30% [3] - Zacks一致预期公司2025年第三季度B2云存储收入为2088万美元 同比增长29.05% [4][8] - Zacks一致预期公司2025年第三季度每股亏损为0.01美元 较去年同期改善90% [12] 市场竞争格局 - 公司在网络安全云服务领域面临来自Dropbox和Datadog的竞争 [5] - Dropbox正通过增强威胁检测、访问管理和合规能力来加强其企业平台 [5] - Datadog持续扩展其在云原生环境中的安全监控和异常检测工具 [5] - 竞争对手均整合基于AI的分析以提供更深层的数据活动可见性 反映出云性能与网络安全日益融合的趋势 [5] 股价表现与估值 - 公司股价年初至今上涨66% 表现优于Zacks互联网软件行业19.7%和计算机与技术板块24.4%的回报率 [6] - 公司远期12个月市销率为3.47倍 低于行业平均的5.57倍 [10] - 公司目前Zacks排名为第3位（持有） [12]

Backblaze, Inc. (BLZE) shares ended the last trading session 7.6% higher at $10.75. The jump came on an impressive volume with a higher-than-average number of shares changing hands in the session. This compares to the stock's 21.5% gain over the past four weeks.Backblaze is benefiting from accelerated B2 revenue growth, AI-driven opportunities, and innovative product offerings like B2 Overdrive and security features.This company is expected to post quarterly loss of $0.01 per share in its upcoming report, w ...