Blend Labs Crecimiento futuro
Future controles de criterios 4/6
Se prevé un crecimiento anual de los beneficios y los ingresos de Blend Labs de 67.2% y 12% respectivamente, mientras que el BPA crecerá en un 28.8% al año.
Información clave
67.2%
Tasa de crecimiento de los beneficios
28.84%
Tasa de crecimiento del BPA
| Crecimiento de los beneficios de Software | 19.0% |
| Tasa de crecimiento de los ingresos | 12.0% |
| Rentabilidad financiera futura | n/a |
| Cobertura de analistas | Good |
| Última actualización | 28 Mar 2026 |
Actualizaciones recientes sobre el crecimiento futuro
Recent updates
BLND: Share Repurchases Will Support Upside With Premium Future P/E
Analysts have raised their Blend Labs fair value estimate from $2.00 to $2.25 per share. This change reflects updated views on the discount rate, revenue growth, profit margin profile, and a higher assumed future P/E.
BLND: AI Loan Origination Efficiencies Will Drive Future Upside Potential
Analysts have adjusted their price target on Blend Labs to $4.10 from $4.68, reflecting updated views on revenue growth potential, profitability assumptions, the discount rate, and a much higher future P/E multiple. What's in the News Blend Labs, Inc.BLND: Share Repurchases And Automation Services Will Support Upside With Premium Future P/E
Analysts cut their price target on Blend Labs from $3.00 to $2.00, citing a slightly higher discount rate, a significant change in modeled revenue growth expectations, a steady profit margin outlook, and a lower assumed future P/E multiple. What's in the News Blend Labs authorized a share repurchase program, with plans to buy back up to $50 million of Class A common stock and no set expiration date.
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).BLND: Faster Verification Services Will Support Upside With Premium Future P/E
Analysts have modestly raised their price target for Blend Labs to $3.00, reflecting updated assumptions around slightly higher long term revenue growth, a small adjustment to the discount rate, a lower profit margin outlook, and a P/E multiple now set at 50.69x instead of 46.81x. What's in the News Blend Labs expanded its Verification of Income capability through a partnership with Truework, aiming to reduce manual workflows for mortgage lenders by automating non instant income and employment checks.BLND: Higher Revenue Outlook And Premium Future P/E Will Support Upside
Analysts have slightly adjusted their price targets on Blend Labs, reflecting updated assumptions around discount rates, revenue growth, profit margins, and future P/E expectations rather than any single new data point. Valuation Changes Fair Value: Kept unchanged at 3.0x, indicating no adjustment to the core valuation anchor in this update.Blend Labs, Inc. (NYSE:BLND) May Have Run Too Fast Too Soon With Recent 30% Price Plummet
Feb 04
BLND: Share Buybacks And Higher Margin Outlook Will Shape Fair Future Performance
Analysts have trimmed their price target on Blend Labs to reflect a fair value adjustment from US$3.50 to US$3.00, citing updated assumptions around growth, profitability, discount rate, and a lower future P/E multiple. What's in the News Blend Labs reported that from July 1, 2025 to September 30, 2025, it repurchased 1,589,809 shares, representing 0.61% of shares, for US$5.06 million under its ongoing buyback program (Key Developments).An Intrinsic Calculation For Blend Labs, Inc. (NYSE:BLND) Suggests It's 48% Undervalued
Jan 17BLND: AI Lending Automation And Buybacks Will Support Future Returns
Analysts have modestly adjusted their price targets on Blend Labs, reflecting updated assumptions around discount rates, profit margins, and future P/E levels. These changes collectively point to a refined view of the company’s valuation rather than a major shift in conviction.BLND: AI Automation And Share Buybacks Will Support Future Profitability
Analysts have modestly raised their price target on Blend Labs to $4.68 per share, citing incremental improvements in profit margin expectations and a slightly lower discount rate. Together, these factors support a marginally higher valuation multiple.Blend Labs: A Bet On Lower Mortgage Rates
Dec 23BLND: AI Automation And Buybacks Will Support Stronger Future Profitability
Analysts have modestly raised their price target on Blend Labs, now seeing slightly stronger long term profitability and a lower future earnings multiple as supportive of fair value moving closer to approximately 4 dollars and 70 cents per share. What's in the News Completed a share repurchase of 2,857,471 shares, about 1.1 percent of outstanding shares, for a total of 9.18 million dollars under the August 8, 2024 buyback authorization (Key Developments) Repurchased 1,589,809 shares, roughly 0.61 percent of shares, for 5.06 million dollars during the July 1, 2025 to September 30, 2025 period as part of the ongoing buyback program (Key Developments) Issued fourth quarter 2025 earnings guidance, projecting total revenue between 31 million and 32.5 million dollars (Key Developments) Announced Intelligent Origination, an AI powered system embedded in Blend’s digital lending platform to automate end to end lending execution rather than adding standalone AI tools (Key Developments) Reported that early pilot partners using Intelligent Origination are seeing shorter cycle times, lower labor costs, fewer loan buybacks, and improved audit transparency across lending operations (Key Developments) Valuation Changes The fair value estimate remained unchanged at approximately 4 dollars and 68 cents per share, indicating no material revision to the intrinsic value assessment.BLND: AI Automation Will Drive Margins Higher And Sharpen Operational Efficiency
Analysts have lowered their price target for Blend Labs slightly from $4.72 to $4.68. They cited recent adjustments in revenue growth expectations and a significant improvement in projected profit margins.BLND: Automated Lending Platform Will Boost Efficiency And Profit Margins Ahead
Narrative Update on Blend Labs Analysts have revised their price target for Blend Labs slightly downward from $4.85 to $4.72. This change reflects updated expectations around revenue growth and profit margins.Blend Labs (NYSE:BLND) Is In A Strong Position To Grow Its Business
Oct 09What Blend Labs, Inc.'s (NYSE:BLND) 48% Share Price Gain Is Not Telling You
Sep 08Is There An Opportunity With Blend Labs, Inc.'s (NYSE:BLND) 22% Undervaluation?
Jul 21Pinning Down Blend Labs, Inc.'s (NYSE:BLND) P/S Is Difficult Right Now
Jun 17Software-First Transformation Will Expand Digital Lending Channels
The transition to a software-focused, partner-driven model and innovative product launches are boosting margins, expanding recurring revenues, and increasing average revenue per customer.At US$3.52, Is It Time To Put Blend Labs, Inc. (NYSE:BLND) On Your Watch List?
May 10Is Blend Labs, Inc. (NYSE:BLND) Trading At A 41% Discount?
Apr 09Blend Labs (NYSE:BLND) Is In A Strong Position To Grow Its Business
Mar 11Blend Labs, Inc.'s (NYSE:BLND) 27% Share Price Plunge Could Signal Some Risk
Jan 03There's Reason For Concern Over Blend Labs, Inc.'s (NYSE:BLND) Massive 36% Price Jump
Nov 09Companies Like Blend Labs (NYSE:BLND) Can Afford To Invest In Growth
Sep 23Optimistic Investors Push Blend Labs, Inc. (NYSE:BLND) Shares Up 30% But Growth Is Lacking
Jul 29Previsiones de crecimiento de beneficios e ingresos
| Fecha | Ingresos | Beneficios | Flujo de caja libre | Flujo de caja operativo | Núm. de analistas medio |
|---|---|---|---|---|---|
| 12/31/2028 | 178 | 6 | 41 | 51 | 3 |
| 12/31/2027 | 156 | -7 | 32 | 43 | 6 |
| 12/31/2026 | 136 | -17 | 16 | 26 | 6 |
| 12/31/2025 | 124 | -20 | 0 | 12 | N/A |
| 9/30/2025 | 168 | -21 | -7 | 6 | N/A |
| 6/30/2025 | 168 | -35 | -3 | 12 | N/A |
| 3/31/2025 | 165 | -50 | -1 | 11 | N/A |
| 12/31/2024 | 116 | -60 | -23 | -13 | N/A |
| 9/30/2024 | 122 | -84 | -36 | -29 | N/A |
| 6/30/2024 | 129 | -121 | -61 | -57 | N/A |
| 3/31/2024 | 143 | -140 | -87 | -85 | N/A |
| 12/31/2023 | 110 | -174 | -128 | -128 | N/A |
| 9/30/2023 | 164 | -236 | -155 | -154 | N/A |
| 6/30/2023 | 178 | -327 | -180 | -179 | N/A |
| 3/31/2023 | 201 | -763 | -193 | -191 | N/A |
| 12/31/2022 | 235 | -769 | -192 | -190 | N/A |
| 9/30/2022 | 273 | -759 | -189 | -186 | N/A |
| 6/30/2022 | 308 | -702 | -170 | -167 | N/A |
| 3/31/2022 | 274 | -224 | -155 | -153 | N/A |
| 12/31/2021 | 234 | -171 | -129 | -128 | N/A |
| 9/30/2021 | 184 | -114 | -97 | -95 | N/A |
| 6/30/2021 | 122 | -52 | -80 | -78 | N/A |
| 3/31/2021 | 112 | -73 | -65 | -63 | N/A |
| 12/31/2020 | 96 | -75 | -66 | -65 | N/A |
| 12/31/2019 | 51 | -81 | -60 | -59 | N/A |
Previsiones de crecimiento futuro de los analistas
Ingresos vs. Tasa de ahorro: Se prevé que BLND sea rentable en los próximos 3 años, lo que se considera un crecimiento más rápido que la tasa de ahorro (3.5%).
Beneficios vs. Mercado: Se prevé que BLND sea rentable en los próximos 3 años, lo que se considera un crecimiento del mercado superior a la media.
Beneficios de alto crecimiento: Se espera que BLND sea rentable en los próximos 3 años.
Ingresos vs. Mercado: Se prevé que los ingresos (12% al año) de BLND crezcan más rápidamente que los del mercado US (11.3% al año).
Ingresos de alto crecimiento: Se prevé que los ingresos 12% al año) de BLND crezcan más despacio que 20% al año.
Previsiones de crecimiento de los beneficios por acción
Rentabilidad financiera futura
ROE futura: Datos insuficientes para determinar si la rentabilidad financiera de BLND se prevé que sea elevada dentro de 3 años.
Descubre empresas en crecimiento
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/05/05 13:02 |
| Precio de las acciones al final del día | 2026/05/05 00:00 |
| Beneficios | 2025/12/31 |
| Ingresos anuales | 2025/12/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
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| Precios de mercado | 30 años |
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| Propiedad | 10 años |
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| Gestión | 10 años |
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| Principales avances | 10 años |
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* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
Blend Labs, Inc. está cubierta por 10 analistas. 6 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Joseph Vafi | Canaccord Genuity |
| Aaron Kimson | Citizens JMP Securities, LLC |
| Michael Ng | Goldman Sachs |