Blend Labs（BLND）株式概要
ブレンド・ラボ社は、米国、インド、メキシコの金融サービス企業向けにクラウドベースのソフトウェア・プラットフォームを提供している。 詳細
BLND Community Fair Values
Create NarrativeSee what 9 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Blend Labs, Inc. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$1.79 |
| 52週高値 | US$4.49 |
| 52週安値 | US$1.18 |
| ベータ | 1.03 |
| 1ヶ月の変化 | 17.76% |
| 3ヶ月変化 | 4.07% |
| 1年変化 | -50.82% |
| 3年間の変化 | 70.48% |
| 5年間の変化 | n/a |
| IPOからの変化 | -91.44% |
最新ニュース
Recent updates
ナラティブの更新 • 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.
ナラティブの更新 • 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.ナラティブの更新 • 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.
ナラティブの更新 • 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).ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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).分析記事 • 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...ナラティブの更新 • 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.ナラティブの更新 • 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 Alphaナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...新しいナラティブ • 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.分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • Sep 23
Companies Like Blend Labs (NYSE:BLND) Can Afford To Invest In Growth
There's no doubt that money can be made by owning shares of unprofitable businesses. By way of example, Blend Labs...株主還元
| BLND | US Software | US 市場 | |
|---|---|---|---|
| 7D | 21.8% | 8.6% | 1.6% |
| 1Y | -50.8% | -1.1% | 28.2% |
業界別リターン: BLND過去 1 年間で-1.1 % の収益を上げたUS Software業界を下回りました。
リターン対市場: BLNDは、過去 1 年間で28.2 % のリターンを上げたUS市場を下回りました。
価格変動
| BLND volatility | |
|---|---|
| BLND Average Weekly Movement | 12.3% |
| Software Industry Average Movement | 9.7% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.8% |
| 10% least volatile stocks in US Market | 3.0% |
安定した株価: BLNDの株価は、 US市場と比較して過去 3 か月間で変動しています。
時間の経過による変動: BLNDの weekly volatility ( 12% ) は過去 1 年間安定していますが、依然としてUSの株式の 75% よりも高くなっています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 2012 | 419 | Nima Ghamsari | www.blend.com |
は、米国、インド、メキシコの金融サービス企業向けにクラウドベースのソフトウェア・プラットフォームを提供している。同社は、住宅ローン、ホームエクイティローンおよびクレジットライン、車両ローン、迅速な住宅融資、個人ローン、クレジットカード、預金口座のためのデジタルファーストの消費者ジャーニーを強化する製品群、および住宅ローンやホームエクイティクレジットラインのクローズ、所得確認、ホームエクイティローンなど、消費者の住宅所有へのジャーニーを強化するアドオン製品群を提供している。また、Blend Builderを提供し、あらかじめ構築されたコンポーネントセットからカスタムワークフローを構成・構築することができる。ローンの引受や新規預金口座開設の承認に必要な確認作業を自動化する検証コンポーネント、金融サービス会社によって構成されたアプリケーションワークフロー全体にビジネスルールを自動的に適用することで人的介入の必要性を低減する意思決定コンポーネント、AI機能、ローン組成プロセス全体を通じてデータ収集を管理し作業を自動化するワークフローインテリジェンスコンポーネントも提供する。さらに、テクノロジー、データ、サービス・プロバイダーの機能をソフトウェア・プラットフォームに統合するアプリケーション・プログラミング・インターフェースや、サポート・サービス、専門家によるコンサルティング・サービスも提供している。銀行、信用組合、フィンテック、その他ノンバンクの住宅ローン貸出業者にサービスを提供している。同社は2012年に法人化され、カリフォルニア州ノバトに本社を置いている。
Blend Labs, Inc. 基礎のまとめ
| BLND 基礎統計学 | |
|---|---|
| 時価総額 | US$433.39m |
| 収益（TTM） | -US$20.56m |
| 売上高(TTM) | US$127.58m |
3.4x
P/Sレシオ-21.1x
PER（株価収益率BLND は割高か？
公正価値と評価分析を参照収益と収入
| BLND 損益計算書（TTM） | |
|---|---|
| 収益 | US$127.58m |
| 売上原価 | US$32.05m |
| 売上総利益 | US$95.53m |
| その他の費用 | US$116.10m |
| 収益 | -US$20.56m |
直近の収益報告
Mar 31, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | -0.085 |
| グロス・マージン | 74.88% |
| 純利益率 | -16.12% |
| 有利子負債／自己資本比率 | 0% |
BLND の長期的なパフォーマンスは？
過去の実績と比較を見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/06/01 19:26 |
| 終値 | 2026/05/29 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Blend Labs, Inc. 6 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。10
| アナリスト | 機関 |
|---|---|
| Joseph Vafi | Canaccord Genuity |
| Aaron Kimson | Citizens JMP Securities, LLC |
| Michael Ng | Goldman Sachs |