Blend Labs, Inc.

NYSE:BLND 株式レポート

時価総額：US$393.4m

Blend Labs 過去の業績

過去 基準チェック /06

Blend Labsは19.5%の年平均成長率で業績を伸ばしているが、Software業界はgrowingで21%毎年増加している。売上は減少しており、年平均5.6%の割合である。

主要情報

19.49%

収益成長率

35.32%

EPS成長率

Software 業界の成長17.33%
収益成長率-5.62%
株主資本利益率-0.87%
ネット・マージン-16.36%
次回の業績アップデート07 May 2026

最近の業績更新

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

収支内訳

Blend Labs の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。

収益と収入の歴史

NYSE:BLND 収益、費用、利益 ( )USD Millions
日付収益収益G+A経費研究開発費
31 Dec 25124-207933
30 Sep 25168-218332
30 Jun 25168-358334
31 Mar 25165-508339
31 Dec 24116-608046
30 Sep 24122-849052
30 Jun 24129-1219960
31 Mar 24143-14011570
31 Dec 23110-17411981
30 Sep 23164-236158100
30 Jun 23178-327180116
31 Mar 23201-763203129
31 Dec 22235-769224138
30 Sep 22273-759233134
30 Jun 22308-702262125
31 Mar 22274-224241110
31 Dec 21234-17121392
30 Sep 21184-11417379
30 Jun 21122-5211267
31 Mar 21112-739361
31 Dec 2096-758256
31 Dec 1951-816449

質の高い収益: BLNDは現在利益が出ていません。

利益率の向上: BLNDは現在利益が出ていません。

フリー・キャッシュフローと収益の比較

過去の収益成長分析

収益動向: BLNDは利益を出していないが、過去 5 年間で年間19.5%の割合で損失を削減してきた。

成長の加速: BLNDの過去 1 年間の収益成長を 5 年間の平均と比較することはできません。現在は利益が出ていないためです。

収益対業界: BLNDは利益が出ていないため、過去 1 年間の収益成長をSoftware業界 ( 14.2% ) と比較することは困難です。

株主資本利益率

高いROE: BLNDは現在利益が出ていないため、自己資本利益率 ( -0.87% ) はマイナスです。

総資産利益率

使用総資本利益率

過去の好業績企業の発掘

7D

1Y

7D

1Y

7D

1Y

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2026/05/05 19:04
終値2026/05/05 00:00
収益2025/12/31
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
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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 VafiCanaccord Genuity
Aaron KimsonCitizens JMP Securities, LLC
Michael NgGoldman Sachs