Blend Labs Future Growth
Future criteria checks 5/6
Blend Labs is forecast to grow earnings and revenue by 57.2% and 12.5% per annum respectively. EPS is expected to grow by 43.2% per annum. Return on equity is forecast to be 60.3% in 3 years.
Key information
57.2%
Earnings growth rate
43.20%
EPS growth rate
| Software earnings growth | 18.4% |
| Revenue growth rate | 12.5% |
| Future return on equity | 60.30% |
| Analyst coverage | Good |
| Last updated | 18 Mar 2026 |
Recent future growth updates
Recent updates
Blend Labs, Inc. (NYSE:BLND) May Have Run Too Fast Too Soon With Recent 30% Price Plummet
Feb 04
An Intrinsic Calculation For Blend Labs, Inc. (NYSE:BLND) Suggests It's 48% Undervalued
Jan 17Blend Labs: A Bet On Lower Mortgage Rates
Dec 23Blend Labs (NYSE:BLND) Is In A Strong Position To Grow Its Business
Oct 09What Blend Labs, Inc.'s (NYSE:BLND) 48% Share Price Gain Is Not Telling You
Sep 08Is There An Opportunity With Blend Labs, Inc.'s (NYSE:BLND) 22% Undervaluation?
Jul 21Pinning Down Blend Labs, Inc.'s (NYSE:BLND) P/S Is Difficult Right Now
Jun 17
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 10Is Blend Labs, Inc. (NYSE:BLND) Trading At A 41% Discount?
Apr 09Blend Labs (NYSE:BLND) Is In A Strong Position To Grow Its Business
Mar 11Blend Labs, Inc.'s (NYSE:BLND) 27% Share Price Plunge Could Signal Some Risk
Jan 03There's Reason For Concern Over Blend Labs, Inc.'s (NYSE:BLND) Massive 36% Price Jump
Nov 09Companies Like Blend Labs (NYSE:BLND) Can Afford To Invest In Growth
Sep 23Optimistic Investors Push Blend Labs, Inc. (NYSE:BLND) Shares Up 30% But Growth Is Lacking
Jul 29Blend Labs' Turnaround: From Decline To Potential Stability In 2024? (Upgrade)
Jun 13Earnings and Revenue Growth Forecasts
| Date | Revenue | Earnings | Free Cash Flow | Cash from Op | Avg. No. Analysts |
|---|---|---|---|---|---|
| 12/31/2028 | 181 | 2 | 41 | 51 | 4 |
| 12/31/2027 | 157 | -9 | 32 | 43 | 7 |
| 12/31/2026 | 137 | -20 | 16 | 26 | 7 |
| 12/31/2025 | 124 | -20 | 0 | 12 | N/A |
| 9/30/2025 | 168 | -21 | -7 | 6 | N/A |
| 6/30/2025 | 168 | -35 | -3 | 12 | N/A |
| 3/31/2025 | 165 | -50 | -1 | 11 | N/A |
| 12/31/2024 | 116 | -60 | -23 | -13 | N/A |
| 9/30/2024 | 122 | -84 | -36 | -29 | N/A |
| 6/30/2024 | 129 | -121 | -61 | -57 | N/A |
| 3/31/2024 | 143 | -140 | -87 | -85 | N/A |
| 12/31/2023 | 110 | -174 | -128 | -128 | N/A |
| 9/30/2023 | 164 | -236 | -155 | -154 | N/A |
| 6/30/2023 | 178 | -327 | -180 | -179 | N/A |
| 3/31/2023 | 201 | -763 | -193 | -191 | N/A |
| 12/31/2022 | 235 | -769 | -192 | -190 | N/A |
| 9/30/2022 | 273 | -759 | -189 | -186 | N/A |
| 6/30/2022 | 308 | -702 | -170 | -167 | N/A |
| 3/31/2022 | 274 | -224 | -155 | -153 | N/A |
| 12/31/2021 | 234 | -171 | -129 | -128 | N/A |
| 9/30/2021 | 184 | -114 | -97 | -95 | N/A |
| 6/30/2021 | 122 | -52 | -80 | -78 | N/A |
| 3/31/2021 | 112 | -73 | -65 | -63 | N/A |
| 12/31/2020 | 96 | -75 | -66 | -65 | N/A |
| 12/31/2019 | 51 | -81 | -60 | -59 | N/A |
Analyst Future Growth Forecasts
Earnings vs Savings Rate: BLND is forecast to become profitable over the next 3 years, which is considered faster growth than the savings rate (3.4%).
Earnings vs Market: BLND is forecast to become profitable over the next 3 years, which is considered above average market growth.
High Growth Earnings: BLND is expected to become profitable in the next 3 years.
Revenue vs Market: BLND's revenue (12.5% per year) is forecast to grow faster than the US market (10.5% per year).
High Growth Revenue: BLND's revenue (12.5% per year) is forecast to grow slower than 20% per year.
Earnings per Share Growth Forecasts
Future Return on Equity
Future ROE: BLND's Return on Equity is forecast to be very high in 3 years time (60.3%).
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Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/03/20 13:36 |
| End of Day Share Price | 2026/03/20 00:00 |
| Earnings | 2025/12/31 |
| Annual Earnings | 2025/12/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
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Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
Blend Labs, Inc. is covered by 11 analysts. 7 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Joseph Vafi | Canaccord Genuity |
| Aaron Kimson | Citizens JMP Securities, LLC |
| Michael Ng | Goldman Sachs |