Blend Labs (BLND) 주식 개요
는 미국, 인도, 멕시코의 금융 서비스 회사를 위한 클라우드 기반 소프트웨어 플랫폼을 제공합니다. 자세히 보기
강점
위험 분석
우리의 위험 점검에서 BLND에 대한 위험이 감지되지 않았습니다.
BLND Community Fair Values
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Analyst Price Targets
Blend Labs, Inc. 경쟁사
가격 이력 및 성과
| 과거 주가 | |
|---|---|
| 현재 주가 | US$1.42 |
| 52주 최고가 | US$4.49 |
| 52주 최저가 | US$1.18 |
| 베타 | 1.09 |
| 1개월 변동 | -1.39% |
| 3개월 변동 | -15.98% |
| 1년 변동 | -67.28% |
| 3년 변동 | 23.48% |
| 5년 변동 | -91.19% |
| IPO 이후 변동 | -93.21% |
최근 뉴스 및 업데이트
내러티브 업데이트 • Sep 03
BLND: Share Repurchases And AI Adoption Will Drive Future Upside
Analysts have trimmed their price target on Blend Labs to $4.00 from $4.50, citing revised assumptions around revenue growth, profit margin and future P/E that still support a constructive view on the company’s long term earnings potential. What’s in the News for Blend Labs Frost Bank reports that its use of Blend Labs for deposit account opening is associated with digital application completion rates moving from 50% to 80%, manual review needs moving from 15% to 3%, account opening times of about 6 to 7 minutes, and NPS shifting from 90% to 94%.Seeking Alpha • Aug 20
Blend Labs Shows Early Signs Of AI Potential As Yield Curve Control Dawns
Summary I've upgraded Blend Labs, Inc. to a Hold, reflecting medium-term upside catalyst potential from innovation and macro environment promise. BLND’s Gen AI Autopilot system has shown early success, delivering 10–15% improved pull-through rates and 2–4-day cycle time reductions. Churn is rising as lower-end clients seek cheaper alternatives, but BLND’s direct monetization and AI-driven automation offer strategic promise. BLND stock valuation remains robust at 3.7x EV/Sales despite negative revenue growth; potential macro tailwinds could reinforce BLND’s recovery thesis. Read the full article on Seeking Alpha
내러티브 업데이트 • Aug 13
BLND: Share Buybacks And Index Additions Will Support Future Upside
Analysts have trimmed their price targets on Blend Labs, bringing fair value estimates from $3.58 to $2.96 as they factor in more moderate revenue growth expectations, a much lower projected profit margin, and a significantly higher future P/E multiple. What’s in the News for Blend Labs Blend Labs reported that from April 1, 2026 to June 30, 2026 it repurchased 12,178,000 shares for US$20.14 million, bringing total buybacks under the March 10, 2026 program to 22,219,000 shares for US$37.01 million.Recent updates
내러티브 업데이트 • Sep 03
BLND: Share Repurchases And AI Adoption Will Drive Future Upside
Analysts have trimmed their price target on Blend Labs to $4.00 from $4.50, citing revised assumptions around revenue growth, profit margin and future P/E that still support a constructive view on the company’s long term earnings potential. What’s in the News for Blend Labs Frost Bank reports that its use of Blend Labs for deposit account opening is associated with digital application completion rates moving from 50% to 80%, manual review needs moving from 15% to 3%, account opening times of about 6 to 7 minutes, and NPS shifting from 90% to 94%.Seeking Alpha • Aug 20
Blend Labs Shows Early Signs Of AI Potential As Yield Curve Control Dawns
Summary I've upgraded Blend Labs, Inc. to a Hold, reflecting medium-term upside catalyst potential from innovation and macro environment promise. BLND’s Gen AI Autopilot system has shown early success, delivering 10–15% improved pull-through rates and 2–4-day cycle time reductions. Churn is rising as lower-end clients seek cheaper alternatives, but BLND’s direct monetization and AI-driven automation offer strategic promise. BLND stock valuation remains robust at 3.7x EV/Sales despite negative revenue growth; potential macro tailwinds could reinforce BLND’s recovery thesis. Read the full article on Seeking Alpha내러티브 업데이트 • Aug 13
BLND: Share Buybacks And Index Additions Will Support Future Upside
Analysts have trimmed their price targets on Blend Labs, bringing fair value estimates from $3.58 to $2.96 as they factor in more moderate revenue growth expectations, a much lower projected profit margin, and a significantly higher future P/E multiple. What’s in the News for Blend Labs Blend Labs reported that from April 1, 2026 to June 30, 2026 it repurchased 12,178,000 shares for US$20.14 million, bringing total buybacks under the March 10, 2026 program to 22,219,000 shares for US$37.01 million.내러티브 업데이트 • 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.내러티브 업데이트 • 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.
내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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).내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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).분석 기사 • 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...새로운 내러티브 • 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.분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...주주 수익률
| BLND | US Software | US 시장 | |
|---|---|---|---|
| 7D | -6.0% | -4.3% | -2.2% |
| 1Y | -67.3% | -9.5% | 13.1% |
수익률 대 산업: BLND은 지난 1년 동안 -9.5%의 수익을 기록한 US Software 산업보다 저조한 성과를 냈습니다.
수익률 대 시장: BLND은 지난 1년 동안 13.1%를 기록한 US 시장보다 저조한 성과를 냈습니다.
주가 변동성
| BLND volatility | |
|---|---|
| BLND Average Weekly Movement | 9.7% |
| Software Industry Average Movement | 9.3% |
| Market Average Movement | 6.9% |
| 10% most volatile stocks in US Market | 15.4% |
| 10% least volatile stocks in US Market | 2.9% |
안정적인 주가: BLND는 지난 3개월 동안 US 시장에 비해 주가 변동성이 크지 않았습니다.
시간에 따른 변동성: BLND의 주간 변동성(10%)은 지난 1년 동안 안정적이었습니다.
회사 소개
| 설립 | 직원 수 | CEO | 웹사이트 |
|---|---|---|---|
| 2012 | 419 | Nima Ghamsari | www.blend.com |
는 미국, 인도, 멕시코의 금융 서비스 회사를 위한 클라우드 기반 소프트웨어 플랫폼을 제공합니다. 이 회사는 모기지, 주택 담보 대출 및 신용 한도, 자동차 대출, 빠른 주택 대출, 개인 대출, 신용카드, 예금 계좌를 위한 디지털 우선 소비자 여정을 지원하는 제품군과 모기지 및 주택 담보 신용 한도, 주택 담보 대출에 대한 마감, 소득 확인 등 소비자의 주택 소유 여정을 개선하는 추가 제품군을 제공합니다. 또한 사전 구축된 구성 요소 세트에서 맞춤형 워크플로를 구성하거나 구축할 수 있는 블렌드 빌더, 대출 인수 또는 신규 예금 계좌 개설 승인에 필요한 확인 작업을 자동화하는 확인 구성 요소, 금융 서비스 회사가 구성한 애플리케이션 워크플로 전반에 비즈니스 규칙을 자동으로 적용하여 사람의 개입 필요성을 줄여주는 의사 결정 구성 요소, AI 기능, 대출 개시 프로세스 전반에서 데이터 수집을 관리하고 작업을 자동화하는 워크플로 인텔리전스 구성 요소도 제공합니다.
Blend Labs, Inc. 기초 지표 요약
| BLND 기초 통계 | |
|---|---|
| 시가총액 | US$335.85m |
| 순이익 (TTM) | -US$16.57m |
| 매출 (TTM) | US$129.79m |
2.6x
주가매출비율(P/S)-20.3x
주가수익비율(P/E)BLND는 고평가되어 있습니까?
공정 가치 및 평가 분석 보기순이익 및 매출
| BLND 손익계산서 (TTM) | |
|---|---|
| 매출 | US$129.79m |
| 매출원가 | US$32.73m |
| 총이익 | US$97.06m |
| 기타 비용 | US$113.63m |
| 순이익 | -US$16.57m |
최근 보고된 실적
Jun 30, 2026
다음 실적 발표일
해당 없음
| 주당순이익(EPS) | -0.07 |
| 총이익률 | 74.78% |
| 순이익률 | -12.77% |
| 부채/자본 비율 | 0% |
BLND의 장기 실적은 어땠습니까?
과거 실적 및 비교 보기기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/09/10 08:38 |
| 종가 | 2026/09/10 00:00 |
| 수익 | 2026/06/30 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.
Simply Wall St 분석 모델을 설계하고 구축한 에 대해 알아보세요.
산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
Blend Labs, Inc.는 9명의 분석가가 다루고 있습니다. 이 중 6명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Joseph Vafi | Canaccord Genuity |
| Aaron Kimson | Citizens JMP Securities, LLC |
| Michael Ng | Goldman Sachs |