Blend Labs, Inc.

Report azionario NYSE:BLND

Capitalizzazione di mercato: US$393.4m

Blend Labs Gestione

Criteri Gestione verificati 1/4

Blend Labs Il CEO è Nima Ghamsari, nominato in Apr2012, e ha un mandato di 14.08 anni. la retribuzione annua totale è $ 13.93M, composta da 3.9% di stipendio e 96.1% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 4.05% delle azioni della società, per un valore di $ 15.91M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 1.4 anni e 5.2 anni.

Informazioni chiave

Nima Ghamsari

Amministratore delegato

US$13.9m

Compenso totale

Percentuale dello stipendio del CEO3.91%
Mandato del CEO14.1yrs
Proprietà del CEO4.0%
Durata media del management1.4yrs
Durata media del Consiglio di amministrazione5.2yrs

Aggiornamenti recenti sulla gestione

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
Blend Labs, Inc. (NYSE:BLND) May Have Run Too Fast Too Soon With Recent 30% Price Plummet

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 17
An Intrinsic Calculation For Blend Labs, Inc. (NYSE:BLND) Suggests It's 48% Undervalued

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.

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 23

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.

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 09
Blend Labs (NYSE:BLND) Is In A Strong Position To Grow Its Business

What Blend Labs, Inc.'s (NYSE:BLND) 48% Share Price Gain Is Not Telling You

Sep 08
What Blend Labs, Inc.'s (NYSE:BLND) 48% Share Price Gain Is Not Telling You

Is There An Opportunity With Blend Labs, Inc.'s (NYSE:BLND) 22% Undervaluation?

Jul 21
Is There An Opportunity With Blend Labs, Inc.'s (NYSE:BLND) 22% Undervaluation?

Pinning Down Blend Labs, Inc.'s (NYSE:BLND) P/S Is Difficult Right Now

Jun 17
Pinning Down Blend Labs, Inc.'s (NYSE:BLND) P/S Is Difficult Right Now
User avatar

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.

At US$3.52, Is It Time To Put Blend Labs, Inc. (NYSE:BLND) On Your Watch List?

May 10
At US$3.52, Is It Time To Put Blend Labs, Inc. (NYSE:BLND) On Your Watch List?

Is Blend Labs, Inc. (NYSE:BLND) Trading At A 41% Discount?

Apr 09
Is Blend Labs, Inc. (NYSE:BLND) Trading At A 41% Discount?

Blend Labs (NYSE:BLND) Is In A Strong Position To Grow Its Business

Mar 11
Blend Labs (NYSE:BLND) Is In A Strong Position To Grow Its Business

Blend Labs, Inc.'s (NYSE:BLND) 27% Share Price Plunge Could Signal Some Risk

Jan 03
Blend Labs, Inc.'s (NYSE:BLND) 27% Share Price Plunge Could Signal Some Risk

There's Reason For Concern Over Blend Labs, Inc.'s (NYSE:BLND) Massive 36% Price Jump

Nov 09
There's Reason For Concern Over Blend Labs, Inc.'s (NYSE:BLND) Massive 36% Price Jump

Companies Like Blend Labs (NYSE:BLND) Can Afford To Invest In Growth

Sep 23
Companies Like Blend Labs (NYSE:BLND) Can Afford To Invest In Growth

Optimistic Investors Push Blend Labs, Inc. (NYSE:BLND) Shares Up 30% But Growth Is Lacking

Jul 29
Optimistic Investors Push Blend Labs, Inc. (NYSE:BLND) Shares Up 30% But Growth Is Lacking

Analisi delle retribuzioni degli amministratori delegati

Come è cambiata la remunerazione di Nima Ghamsari rispetto agli utili di Blend Labs?
DataCompenso totaleStipendioUtili della società
Dec 31 2025US$14mUS$545k

-US$20m

Sep 30 2025n/an/a

-US$21m

Jun 30 2025n/an/a

-US$35m

Mar 31 2025n/an/a

-US$50m

Dec 31 2024US$945kUS$545k

-US$60m

Sep 30 2024n/an/a

-US$84m

Jun 30 2024n/an/a

-US$121m

Mar 31 2024n/an/a

-US$140m

Dec 31 2023US$7mUS$405k

-US$174m

Sep 30 2023n/an/a

-US$236m

Jun 30 2023n/an/a

-US$327m

Mar 31 2023n/an/a

-US$763m

Dec 31 2022US$325kUS$325k

-US$769m

Sep 30 2022n/an/a

-US$759m

Jun 30 2022n/an/a

-US$702m

Mar 31 2022n/an/a

-US$224m

Dec 31 2021US$85mUS$326k

-US$171m

Sep 30 2021n/an/a

-US$114m

Jun 30 2021n/an/a

-US$52m

Mar 31 2021n/an/a

-US$73m

Dec 31 2020US$325kUS$325k

-US$75m

Compensazione vs Mercato: La retribuzione totale di Nima ($USD 13.93M ) è superiore alla media delle aziende di dimensioni simili nel mercato US ($USD 2.59M ).

Compensazione vs guadagni: La retribuzione di Nima è aumentata nonostante l'azienda non sia redditizia.

AMMINISTRATORE DELEGATO

Nima Ghamsari (39 yo)

14.1yrs
Mandato
US$13,930,723
Compensazione

Mr. Nima Ghamsari is Co-Founder, Chairman, CEO & Head of Blend of Blend Labs, Inc. He joined the Blend Labs, Inc. on April 17, 2012. He was CEO & Co-Founder of Blend Labs, Inc. He is Advisor of 8VC. He has...

Gruppo dirigente

NomePosizioneMandatoCompensazioneProprietà
Nima Ghamsari
Co-Founder14.1yrsUS$13.93m4.05%
$ 15.9m
Jason Ream
Head of Finance & Administrationless than a yearUS$8.27mNessun dato
Srinivasan Venkatramani
Head of Product1.4yrsUS$9.21m0.081%
$ 317.5k
Oxana Tkach
Controller & Principal Accounting Officer2.8yrsNessun dato0.037%
$ 147.2k
Meg Nunnally
Head of Investor Relationsno dataNessun datoNessun dato
Winnie Ling
Head of Legal & People3.3yrsUS$1.53m0.17%
$ 673.3k
Reva Rao
Head of Digital Transformation for Credit Unionsless than a yearNessun datoNessun dato
Matt Thomson
Head of Revenueless than a yearNessun datoNessun dato
1.4yrs
Durata media
44yo
Età media

Gestione esperta: Il team dirigenziale di BLND non è considerato esperto (durata media 1.4 anni), il che suggerisce un nuovo team.

Membri del Consiglio di amministrazione

NomePosizioneMandatoCompensazioneProprietà
Nima Ghamsari
Co-Founder14yrsUS$13.93m4.05%
$ 15.9m
Gerald Chen
Member of Advisory Board & Independent Director8.8yrsUS$224.50k0.034%
$ 134.3k
Brian Sheth
Independent Director2.1yrsNessun dato0.051%
$ 198.9k
Timothy Mayopoulos
Director7.1yrsUS$214.50k0.15%
$ 583.1k
Jacob Lew
Chairman of Advisory Board7.7yrsNessun datoNessun dato
Bryan Sullivan
Independent Director1.9yrsUS$242.00k0.019%
$ 76.5k
Erin Lantz
Independent Director3.3yrsUS$239.50k0.034%
$ 134.3k
Eric Woersching
Independent Director1.9yrsUS$229.50k0.012%
$ 45.9k
5.2yrs
Durata media
49yo
Età media

Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di BLND sono considerati esperti (durata media dell'incarico 5.2 anni).

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/05 20:57
Prezzo dell'azione a fine giornata2026/05/05 00:00
Utili2025/12/31
Utili annuali2025/12/31

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.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* 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; abbiamo anche guide su come utilizzare i nostri report e 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 10 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.

AnalistaIstituzione
Joseph VafiCanaccord Genuity
Aaron KimsonCitizens JMP Securities, LLC
Michael NgGoldman Sachs