Blend Labs Beheer
Beheer criteriumcontroles 1/4
De CEO Blend Labs is Nima Ghamsari, benoemd in Apr2012, heeft een ambtstermijn van 14.08 jaar. De totale jaarlijkse vergoeding van { bedraagt $ 13.93M, bestaande uit 3.9% salaris en 96.1% bonussen, inclusief aandelen en opties van het bedrijf. bezit rechtstreeks 4.3% van de aandelen van het bedrijf, ter waarde $ 14.46M. De gemiddelde ambtstermijn van het managementteam en de raad van bestuur bedraagt respectievelijk 1.4 jaar en 5.2 jaar.
Belangrijke informatie
Nima Ghamsari
Algemeen directeur
US$13.9m
Totale compensatie
| Percentage CEO-salaris | 3.91% |
| Dienstverband CEO | 14.1yrs |
| Eigendom CEO | 4.3% |
| Management gemiddelde ambtstermijn | 1.4yrs |
| Gemiddelde ambtstermijn bestuur | 5.2yrs |
Recente managementupdates
Recent updates
Narratiefupdate • 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.
Narratiefupdate • 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.Narratiefupdate • 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.
Narratiefupdate • 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).Narratiefupdate • 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.Narratiefupdate • 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.Analyseartikel • 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...Narratiefupdate • 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).Analyseartikel • 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...Narratiefupdate • 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.Narratiefupdate • 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 AlphaNarratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Analyseartikel • 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...Analyseartikel • 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...Analyseartikel • 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...Analyseartikel • 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...Nieuw narratief • 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.Analyseartikel • 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...Analyseartikel • 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...Analyseartikel • 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...Analyseartikel • 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...Analyseartikel • 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...Analyseartikel • 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...Analyse CEO-vergoeding
| Datum | Totale vergoeding | Salaris | Bedrijfswinsten |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | -US$21m |
| Dec 31 2025 | US$14m | US$545k | -US$20m |
| Sep 30 2025 | n/a | n/a | -US$18m |
| Jun 30 2025 | n/a | n/a | -US$32m |
| Mar 31 2025 | n/a | n/a | -US$48m |
| Dec 31 2024 | US$945k | US$545k | -US$60m |
| Sep 30 2024 | n/a | n/a | -US$84m |
| Jun 30 2024 | n/a | n/a | -US$121m |
| Mar 31 2024 | n/a | n/a | -US$140m |
| Dec 31 2023 | US$7m | US$405k | -US$174m |
| Sep 30 2023 | n/a | n/a | -US$236m |
| Jun 30 2023 | n/a | n/a | -US$327m |
| Mar 31 2023 | n/a | n/a | -US$763m |
| Dec 31 2022 | US$325k | US$325k | -US$769m |
| Sep 30 2022 | n/a | n/a | -US$759m |
| Jun 30 2022 | n/a | n/a | -US$702m |
| Mar 31 2022 | n/a | n/a | -US$224m |
| Dec 31 2021 | US$85m | US$326k | -US$171m |
| Sep 30 2021 | n/a | n/a | -US$114m |
| Jun 30 2021 | n/a | n/a | -US$52m |
| Mar 31 2021 | n/a | n/a | -US$73m |
| Dec 31 2020 | US$325k | US$325k | -US$75m |
Compensatie versus markt: De totale vergoeding ($USD 13.93M ) Nima } ligt boven het gemiddelde voor bedrijven van vergelijkbare omvang in de US markt ($USD 2.65M ).
Compensatie versus inkomsten: De vergoeding van Nima is gestegen terwijl het bedrijf verliesgevend is.
CEO
Nima Ghamsari (39 yo)
14.1yrs
Tenure
US$13,930,723
Compensatie
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...
Leiderschapsteam
| Naam | Positie | Tenure | Compensatie | Eigendom |
|---|---|---|---|---|
| Co-Founder | 14.1yrs | US$13.93m | 4.3% $ 14.5m | |
| Head of Finance & Administration | less than a year | US$8.27m | geen gegevens | |
| Head of Product | 1.4yrs | US$9.21m | 0.086% $ 288.5k | |
| Controller & Principal Accounting Officer | 2.8yrs | geen gegevens | 0.040% $ 133.8k | |
| Head of Investor Relations | no data | geen gegevens | geen gegevens | |
| Head of Legal & People | 3.3yrs | US$1.53m | 0.18% $ 611.7k | |
| Head of Digital Transformation for Credit Unions | less than a year | geen gegevens | geen gegevens | |
| Head of Revenue | less than a year | geen gegevens | geen gegevens |
1.4yrs
Gemiddelde duur
44yo
Gemiddelde leeftijd
Ervaren management: Het managementteam van BLND wordt niet als ervaren beschouwd (gemiddelde ambtstermijn 1.4 jaar), wat duidt op een nieuw team.
Bestuursleden
| Naam | Positie | Tenure | Compensatie | Eigendom |
|---|---|---|---|---|
| Co-Founder | 14yrs | US$13.93m | 4.3% $ 14.5m | |
| Member of Advisory Board & Independent Director | 8.8yrs | US$224.50k | 0.036% $ 122.0k | |
| Independent Director | 2.1yrs | geen gegevens | 0.054% $ 180.7k | |
| Director | 7.1yrs | US$214.50k | 0.16% $ 529.8k | |
| Chairman of Advisory Board | 7.7yrs | geen gegevens | geen gegevens | |
| Independent Director | 1.9yrs | US$242.00k | 0.021% $ 69.5k | |
| Independent Director | 3.3yrs | US$239.50k | 0.036% $ 122.0k | |
| Independent Director | 1.9yrs | US$229.50k | 0.012% $ 41.7k |
5.2yrs
Gemiddelde duur
49yo
Gemiddelde leeftijd
Ervaren bestuur: De raad van bestuur van BLND wordt beschouwd als ervaren (gemiddelde ambtstermijn 5.2 jaar).
Bedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/05/15 08:03 |
| Aandelenkoers aan het einde van de dag | 2026/05/15 00:00 |
| Inkomsten | 2026/03/31 |
| Jaarlijkse inkomsten | 2025/12/31 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
|
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| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
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* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
Blend Labs, Inc. wordt gevolgd door 10 analisten. 6 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| Joseph Vafi | Canaccord Genuity |
| Aaron Kimson | Citizens JMP Securities, LLC |
| Michael Ng | Goldman Sachs |