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Blend Labs, Inc. Stock Price

NYSE:BLND Community·US$335.8m Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 13 Fair Values set on narratives written by author
Author Program NEWCreate Narrative

BLND Share Price Performance

US$1.42
-2.92 (-67.28%)
​
US$2.96
Fair Value
US$1.42
-2.92 (-67.28%)
52.0% undervalued intrinsic discount
US$2.96
Fair Value
Price US$1.42
AnalystConsensusTarget US$2.96
AnalystLowTarget US$1.90
AnalystHighTarget US$4.00
Thu, 13 Aug 26
Fair ValueUS$2.96
Share Pricen/a

BLND Community Narratives

AN
AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
·
Fair Value US$2.96 52.0% undervalued intrinsic discount

Digital Banking Expansion Will Unlock Value Despite Market Headwinds

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AN
AnalystLowTarget
AnalystLowTarget's
Fair Value
·
Fair Value US$1.9 25.3% undervalued intrinsic discount

Mortgage Headwinds And Regulatory Burdens Will Constrain Prospects

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1users have followed this narrative
AN
AnalystHighTarget
AnalystHighTarget's
Fair Value
·
Fair Value US$4 64.5% undervalued intrinsic discount

Digital Transformation And Expanded Suites Will Drive Banking Integration

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BLND logo
Blend Labs
64.5% undervalued intrinsic discount

Digital Transformation And Expanded Suites Will Drive Banking Integration

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AN
AnalystHighTarget
AnalystHighTarget
Updated 3 Sep
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BLND logo
Blend Labs
52.0% undervalued intrinsic discount

Digital Banking Expansion Will Unlock Value Despite Market Headwinds

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AN
AnalystConsensusTarget
AnalystConsensusTarget
Updated 13 Aug
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BLND logo
Blend Labs
25.3% undervalued intrinsic discount

Mortgage Headwinds And Regulatory Burdens Will Constrain Prospects

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AN
AnalystLowTarget
AnalystLowTarget
Updated 1 Jun
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Trending Discussion

No trending discussion available.

Recently Updated Narratives

AN
AnalystHighTarget
BLND logo

BLND: Share Repurchases And AI Adoption Will Drive Future Upside

Fair Value: US$4 64.5% undervalued intrinsic discount
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AN
AnalystConsensusTarget
BLND logo

BLND: Share Buybacks And Index Additions Will Support Future Upside

Fair Value: US$2.96 52.0% undervalued intrinsic discount
2 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystLowTarget
BLND logo

BLND: Buybacks And Profit Focus Will Shape Balanced Opportunity Ahead

Fair Value: US$1.9 25.3% undervalued intrinsic discount
1 fair value setusers have set this as their fair value
0 commentsusers have commented on this narrative
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Snowflake Analysis

Flawless balance sheet and fair value.

0 Risks
3 Rewards
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Blend Labs, Inc. Key Details

US$129.8m

Revenue

US$32.7m

Cost of Revenue

US$97.1m

Gross Profit

US$113.6m

Other Expenses

-US$16.6m

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
-0.07
74.78%
-12.77%
0%
View Full Analysis

About BLND

Founded
2012
Employees
419
CEO
Nima Ghamsari
WebsiteView website
www.blend.com

Blend Labs, Inc. provides a cloud-based software platform for financial services firms in the United States, India, and Mexico. The company offers a suite of products that powers digital-first consumer journeys for mortgages, home equity loans and lines of credit, vehicle loans, rapid home lending, personal loans, credit cards, and deposit accounts; and a suite of add-on products that offers to enhance consumers’ journeys to homeownership, such as close, income verification for mortgage and home equity lines of credit, and home equity loans. It also provides Blend Builder to configure or build custom workflows from a pre-built set of components; verification components to automate confirmation tasks that are needed to underwrite a loan or approve the opening of a new deposit account; decisioning components to reduce the need for human intervention by automatically applying business rules throughout an application workflow configured by a financial services firm; AI capabilities; and workflow intelligence components to manage data collection and automate tasks throughout the loan origination process. In addition, the company offers application programming interfaces, which integrate the capabilities of technology, data, and service providers into software platform, as well as support services, professional and consulting services. It serves banks, credit unions, fintechs, and other non-bank mortgage lenders. The company was incorporated in 2012 and is headquartered in Novato, California.

Recent BLND News & Updates

User avatar
Narrative Update • 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

Recent updates

No updates

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