Blend Labs (BLND) Panoramica del titolo
Blend Labs, Inc. fornisce una piattaforma software basata sul cloud per le società di servizi finanziari negli Stati Uniti, in India e in Messico. Maggiori dettagli
| Punteggio fiocco di neve | |
|---|---|
| Valutazione | 3/6 |
| Crescita futura | 0/6 |
| Prestazioni passate | 0/6 |
| Salute finanziaria | 5/6 |
| Dividendi | 0/6 |
Premi
Analisi del rischio
BLND Community Fair Values
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Analyst Price Targets
Concorrenti di Blend Labs, Inc.
Storia dei prezzi e prestazioni
| Prezzi storici delle azioni | |
|---|---|
| Prezzo attuale dell'azione | US$1.81 |
| Massimo di 52 settimane | US$4.49 |
| Minimo di 52 settimane | US$1.18 |
| Beta | 1.09 |
| Variazione di 1 mese | 9.04% |
| Variazione a 3 mesi | -9.50% |
| Variazione di 1 anno | -48.73% |
| Variazione a 3 anni | 88.54% |
| Variazione a 5 anni | n/a |
| Variazione dall'IPO | -91.34% |
Notizie e aggiornamenti recenti
Aggiornamento della narrazione • Jun 29
BLND: AI Lending Efficiencies And Index Additions Will Support Future Upside
For Blend Labs, analysts have lowered their blended fair value estimate from $4.10 to $3.58, citing updated assumptions for revenue growth, profit margins, the discount rate, and a revised future P/E multiple. What’s in the News for Blend Labs Blend Labs was added to multiple Russell value indexes, including the Russell 2500 Value, Russell 3000 Value, Russell 3000E Value, Russell 2000 Value, Russell Microcap Value Benchmark Index, and Russell Small Cap Comp Value Benchmark.
Aggiornamento della narrazione • Jun 15
BLND: Share Repurchases And AI Platform Access Will Drive Future Upside
Analysts have trimmed their price outlook for Blend Labs from $5.25 to $4.50. They point to updated assumptions that pair more moderate revenue growth expectations with higher projected profit margins and a lower forward P/E multiple.
Aggiornamento della narrazione • Jun 01
BLND: Buybacks And Profit Focus Will Shape Balanced Opportunity Ahead
Analysts have reduced their Blend Labs price target from $2.25 to $1.90, citing updated assumptions that include slower revenue growth, a higher discount rate, and a lower future P/E multiple, partially offset by a higher projected profit margin. What's in the News Issued earnings guidance for Q2 2026, with expected total revenue in a range of US$32.0 million to US$34.0 million.Recent updates
Aggiornamento della narrazione • Jun 29
BLND: AI Lending Efficiencies And Index Additions Will Support Future Upside
For Blend Labs, analysts have lowered their blended fair value estimate from $4.10 to $3.58, citing updated assumptions for revenue growth, profit margins, the discount rate, and a revised future P/E multiple. What’s in the News for Blend Labs Blend Labs was added to multiple Russell value indexes, including the Russell 2500 Value, Russell 3000 Value, Russell 3000E Value, Russell 2000 Value, Russell Microcap Value Benchmark Index, and Russell Small Cap Comp Value Benchmark.Aggiornamento della narrazione • Jun 15
BLND: Share Repurchases And AI Platform Access Will Drive Future Upside
Analysts have trimmed their price outlook for Blend Labs from $5.25 to $4.50. They point to updated assumptions that pair more moderate revenue growth expectations with higher projected profit margins and a lower forward P/E multiple.Aggiornamento della narrazione • Jun 01
BLND: Buybacks And Profit Focus Will Shape Balanced Opportunity Ahead
Analysts have reduced their Blend Labs price target from $2.25 to $1.90, citing updated assumptions that include slower revenue growth, a higher discount rate, and a lower future P/E multiple, partially offset by a higher projected profit margin. What's in the News Issued earnings guidance for Q2 2026, with expected total revenue in a range of US$32.0 million to US$34.0 million.Aggiornamento della narrazione • Apr 26
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.Aggiornamento della narrazione • Apr 11
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.Aggiornamento della narrazione • Mar 27
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.Aggiornamento della narrazione • Mar 13
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).Aggiornamento della narrazione • Feb 26
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.Aggiornamento della narrazione • Feb 09
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.Articolo di analisi • Feb 04
Blend Labs, Inc. (NYSE:BLND) May Have Run Too Fast Too Soon With Recent 30% Price Plummet
The Blend Labs, Inc. ( NYSE:BLND ) share price has fared very poorly over the last month, falling by a substantial 30...Aggiornamento della narrazione • Jan 24
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).Articolo di analisi • Jan 17
An Intrinsic Calculation For Blend Labs, Inc. (NYSE:BLND) Suggests It's 48% Undervalued
Key Insights The projected fair value for Blend Labs is US$5.63 based on 2 Stage Free Cash Flow to Equity Blend Labs is...Aggiornamento della narrazione • Jan 08
BLND: 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.Aggiornamento della narrazione • Dec 23
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.Seeking Alpha • Dec 23
Blend Labs: A Bet On Lower Mortgage Rates
Summary Blend Labs (BLND) has stabilized its balance sheet and achieved five consecutive quarters of non-GAAP profitability, aided by Haveli Investments’ stake and debt retirement. BLND’s mortgage revenue and market share have declined, but strong consumer banking growth partially offsets this; mortgage evPFL fell due to a discounted Wells Fargo renewal. Despite a pristine balance sheet and ongoing share buybacks, BLND trades at premium multiples, making it highly sensitive to a potential drop in mortgage rates. An updated analysis around Blend Labs follow in the paragraphs below. Read the full article on Seeking AlphaAggiornamento della narrazione • Dec 09
BLND: 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.Aggiornamento della narrazione • Nov 25
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.Aggiornamento della narrazione • Nov 10
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.Articolo di analisi • Oct 09
Blend Labs (NYSE:BLND) Is In A Strong Position To Grow Its Business
We can readily understand why investors are attracted to unprofitable companies. For example, although...Articolo di analisi • Sep 08
What Blend Labs, Inc.'s (NYSE:BLND) 48% Share Price Gain Is Not Telling You
Blend Labs, Inc. ( NYSE:BLND ) shares have had a really impressive month, gaining 48% after a shaky period beforehand...Articolo di analisi • Jul 21
Is There An Opportunity With Blend Labs, Inc.'s (NYSE:BLND) 22% Undervaluation?
Key Insights Using the 2 Stage Free Cash Flow to Equity, Blend Labs fair value estimate is US$4.33 Blend Labs is...Articolo di analisi • Jun 17
Pinning Down Blend Labs, Inc.'s (NYSE:BLND) P/S Is Difficult Right Now
It's not a stretch to say that Blend Labs, Inc.'s ( NYSE:BLND ) price-to-sales (or "P/S") ratio of 5x seems quite...Nuova narrazione • May 28
Software-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.Articolo di analisi • May 10
At US$3.52, Is It Time To Put Blend Labs, Inc. (NYSE:BLND) On Your Watch List?
While Blend Labs, Inc. ( NYSE:BLND ) might not have the largest market cap around , it saw a double-digit share price...Articolo di analisi • Apr 09
Is Blend Labs, Inc. (NYSE:BLND) Trading At A 41% Discount?
Key Insights Blend Labs' estimated fair value is US$5.43 based on 2 Stage Free Cash Flow to Equity Blend Labs' US$3.19...Articolo di analisi • Mar 11
Blend Labs (NYSE:BLND) Is In A Strong Position To Grow Its Business
Even when a business is losing money, it's possible for shareholders to make money if they buy a good business at the...Articolo di analisi • Jan 03
Blend Labs, Inc.'s (NYSE:BLND) 27% Share Price Plunge Could Signal Some Risk
The Blend Labs, Inc. ( NYSE:BLND ) share price has softened a substantial 27% over the previous 30 days, handing back...Articolo di analisi • Nov 09
There's Reason For Concern Over Blend Labs, Inc.'s (NYSE:BLND) Massive 36% Price Jump
Blend Labs, Inc. ( NYSE:BLND ) shares have continued their recent momentum with a 36% gain in the last month alone. The...Rendimenti per gli azionisti
| BLND | US Software | US Mercato | |
|---|---|---|---|
| 7D | 11.7% | 6.0% | 1.4% |
| 1Y | -48.7% | -21.1% | 19.1% |
Ritorno vs Industria: BLND ha avuto una performance inferiore rispetto al US Software che ha registrato un rendimento -21.1 % nell'ultimo anno.
Rendimento vs Mercato: BLND ha avuto una performance inferiore al mercato US che ha registrato un rendimento 19.1 % nell'ultimo anno.
Volatilità dei prezzi
| BLND volatility | |
|---|---|
| BLND Average Weekly Movement | 11.8% |
| Software Industry Average Movement | 10.2% |
| Market Average Movement | 7.3% |
| 10% most volatile stocks in US Market | 16.7% |
| 10% least volatile stocks in US Market | 3.2% |
Prezzo delle azioni stabile: Negli ultimi 3 mesi il prezzo delle azioni di BLND è stato volatile rispetto al mercato US.
Volatilità nel tempo: La volatilità settimanale ( 12% ) di BLND è rimasta stabile nell'ultimo anno, ma è comunque superiore al 75% delle azioni US.
Informazioni sull'azienda
| Fondato | I dipendenti | AMMINISTRATORE DELEGATO | Sito web |
|---|---|---|---|
| 2012 | 419 | Nima Ghamsari | www.blend.com |
Blend Labs, Inc. fornisce una piattaforma software basata sul cloud per le società di servizi finanziari negli Stati Uniti, in India e in Messico. L'azienda offre una suite di prodotti che consente di creare percorsi digitali per i consumatori per i mutui, i prestiti e le linee di credito per la casa, i prestiti per i veicoli, i prestiti rapidi per la casa, i prestiti personali, le carte di credito e i conti di deposito; e una suite di prodotti aggiuntivi che offre di migliorare i percorsi dei consumatori verso la proprietà della casa, come la chiusura, la verifica del reddito per i mutui e le linee di credito per la casa e i prestiti per la casa. Fornisce inoltre Blend Builder per configurare o costruire flussi di lavoro personalizzati a partire da una serie di componenti precostituiti; componenti di verifica per automatizzare le attività di conferma necessarie per sottoscrivere un prestito o approvare l'apertura di un nuovo conto di deposito; componenti decisionali per ridurre la necessità di intervento umano applicando automaticamente le regole aziendali in un flusso di lavoro applicativo configurato da una società di servizi finanziari; funzionalità di intelligenza artificiale e componenti di workflow intelligence per gestire la raccolta dei dati e automatizzare le attività nell'intero processo di creazione del prestito.
Blend Labs, Inc. Riepilogo dei fondamenti
| BLND statistiche fondamentali | |
|---|---|
| Capitalizzazione di mercato | US$438.23m |
| Utili (TTM) | -US$20.56m |
| Ricavi(TTM) | US$127.58m |
3.4x
Rapporto P/S-21.3x
Rapporto P/EBLND è sopravvalutato?
Vedi Fair Value e analisi di valutazioneUtili e ricavi
| BLND Conto economico (TTM) | |
|---|---|
| Ricavi | US$127.58m |
| Costo del fatturato | US$32.05m |
| Profitto lordo | US$95.53m |
| Altre spese | US$116.10m |
| Utili | -US$20.56m |
Ultimi utili riportati
Mar 31, 2026
Prossima data di guadagno
n/a
| Utile per azione (EPS) | -0.085 |
| Margine lordo | 74.88% |
| Margine di profitto netto | -16.12% |
| Rapporto debito/patrimonio netto | 0% |
Come si è comportato BLND nel lungo periodo?
Vedi performance storica e confrontoAnalisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/07/02 07:23 |
| Prezzo dell'azione a fine giornata | 2026/07/02 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
|
* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; disponiamo inoltre di guide su come utilizzare i nostri report e di tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Blend Labs, Inc. è coperta da 9 analisti. 6 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Joseph Vafi | Canaccord Genuity |
| Aaron Kimson | Citizens JMP Securities, LLC |
| Michael Ng | Goldman Sachs |