Blend Labs, Inc.

NYSE:BLND 주식 리포트

시가총액: US$393.4m

Blend Labs 경영진

경영진 기준 점검 1/4

Blend Labs CEO는 Nima Ghamsari, Apr2012 에 임명되었습니다 의 임기는 14.08 년입니다. 총 연간 보상은 $13.93M, 3.9% 급여 및 96.1% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 $15.91M 가치에 해당하는 회사 주식의 4.05% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 1.4 년과 5.2 년입니다.

핵심 정보

Nima Ghamsari

최고경영자

US$13.9m

총 보수

CEO 급여 비율3.91%
CEO 재임 기간14.1yrs
CEO 지분 보유율4.0%
경영진 평균 재임 기간1.4yrs
이사회 평균 재임 기간5.2yrs

최근 경영진 업데이트

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

CEO 보수 분석

Nima Ghamsari의 보수는 Blend Labs의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
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

보상 대 시장: Nima의 총 보수(USD13.93M)는 US 시장에서 비슷한 규모 기업의 평균(USD2.59M)보다 높습니다.

보상과 수익: Nima의 보상은 회사가 적자임에도 증가했습니다.

CEO

Nima Ghamsari (39 yo)

14.1yrs
재임 기간
US$13,930,723
보수

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...

리더십 팀

이름직위재임 기간보수지분
Nima Ghamsari
Co-Founder14.1yrsUS$13.93m4.05%
$ 15.9m
Jason Ream
Head of Finance & Administrationless than a yearUS$8.27m데이터 없음
Srinivasan Venkatramani
Head of Product1.4yrsUS$9.21m0.081%
$ 317.5k
Oxana Tkach
Controller & Principal Accounting Officer2.8yrs데이터 없음0.037%
$ 147.2k
Meg Nunnally
Head of Investor Relationsno data데이터 없음데이터 없음
Winnie Ling
Head of Legal & People3.3yrsUS$1.53m0.17%
$ 673.3k
Reva Rao
Head of Digital Transformation for Credit Unionsless than a year데이터 없음데이터 없음
Matt Thomson
Head of Revenueless than a year데이터 없음데이터 없음
1.4yrs
평균 재임 기간
44yo
평균 나이

경험이 풍부한 관리: BLND의 경영진은 경험이 부족한 것으로 간주됩니다(평균 재임 1.4 년) — 신규 팀일 수 있습니다.

이사회 구성원

이름직위재임 기간보수지분
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 Director2.1yrs데이터 없음0.051%
$ 198.9k
Timothy Mayopoulos
Director7.1yrsUS$214.50k0.15%
$ 583.1k
Jacob Lew
Chairman of Advisory Board7.7yrs데이터 없음데이터 없음
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
평균 재임 기간
49yo
평균 나이

경험이 풍부한 이사회: BLND의 이사회는 경험이 있음으로 간주됩니다(평균 재임 5.2 년).

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/05 14:35
종가2026/05/05 00:00
수익2025/12/31
연간 수익2025/12/31

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.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 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 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.

Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 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 10명의 분석가가 다루고 있습니다. 이 중 6명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

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