Blend Labs

Digital Transformation And Expanded Suites Will Drive Banking Integration

AnalystHighTarget

Not Invested

Community Contributor

Published

03 Sep 25

Updated

13 Mar 26

Views

13 Mar

US$1.52

AnalystHighTarget's Fair Value

US$5.25

71.0% undervalued

-56.9%

9.4%

-56.9%

9.4%

You can edit this narrative until Mar 14 12:15 AM. Then, changes will post as Updates.

Author's Valuation

US$5.2571.0% undervalued

AnalystHighTarget Fair Value

Shared on 13 Mar 26

Fair value Decreased 25%

BLND: Share Repurchases And New AI Mortgage Tools Will Drive Upside

Analysts have cut their price target on Blend Labs from $7.00 to $5.25, citing updated assumptions that include higher projected revenue growth, a lower profit margin outlook, a slightly higher discount rate, and a much higher future P/E multiple. What's in the News Blend Labs announced a share repurchase program authorizing up to US$50 million of Class A common stock with no set expiration date, following Board approval on March 10, 2026 (company announcement).

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Valuator

Company Info

Notes

AnalystHighTarget Fair Value

US$5.25

71.0% undervalued

Future estimation in

Revenue

Profit Margin

Future PE

Est. Revenue

Forecast revenue growth rate

9.99%

Historical revenue growth rate

-12.80%

Software revenue growth rate

1.53%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

Decrease

Increase

Current discount rate

8.48%

Calculation

US$6.46m

Earnings '29

257.07x

PE Ratio '29

US$1.66b

Market Cap '29

US$1.66b

Market Cap '29

248.74m

No. shares '29

US$6.68

Share Price '29

US$6.68 Share Price '29

Discounted to 2026 @ 8.48% p.a.

US$5.23

Fair Value '26