Blend Labs (BLND) Hisse Özeti
Blend Labs, Inc. Amerika Birleşik Devletleri, Hindistan ve Meksika'daki finansal hizmet firmaları için bulut tabanlı bir yazılım platformu sağlamaktadır. Daha fazla detay
| Kar Tanesi Skoru | |
|---|---|
| Değerleme | 3/6 |
| Gelecekteki Büyüme | 3/6 |
| Geçmiş Performans | 0/6 |
| Finansal Sağlık | 6/6 |
| Temettüler | 0/6 |
Ödüller
Risk Analizi
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BLND Community Fair Values
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Analyst Price Targets
Blend Labs, Inc. Rakipler
Fiyat Geçmişi ve Performans
| Tarihsel hisse senedi fiyatları | |
|---|---|
| Güncel Hisse Fiyatı | US$1.42 |
| 52 Haftanın En Yüksek Seviyesi | US$4.49 |
| 52 Haftanın En Düşük Seviyesi | US$1.18 |
| Beta | 1.09 |
| 1 Aylık Değişim | -1.39% |
| 3 Aylık Değişim | -15.98% |
| 1 Yıllık Değişim | -67.28% |
| 3 Yıllık Değişim | 23.48% |
| 5 Yıllık Değişim | -91.19% |
| Halka arzdan bu yana değişim | -93.21% |
Son Haberler & Güncellemeler
Anlatı Güncellemesi • 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
Anlatı Güncellemesi • 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
Anlatı Güncellemesi • 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 AlphaAnlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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).Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Anlatı Güncellemesi • 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).Analiz Makalesi • 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...Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Yeni Anlatı • 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.Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Hissedar Getirileri
| BLND | US Software | US Pazar | |
|---|---|---|---|
| 7D | -6.0% | -4.3% | -2.2% |
| 1Y | -67.3% | -9.5% | 13.1% |
Getiri vs. Endüstri: BLND geçen yıl % -9.5 oranında getiri sağlayan US Software sektörünün gerisinde kaldı.
Getiri vs Piyasa: BLND geçen yıl % 13.1 oranında getiri sağlayan US Piyasasının altında performans gösterdi.
Fiyat Oynaklığı
| 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% |
İstikrarlı Hisse Senedi Fiyatı: BLND son 3 ayda US piyasasına kıyasla önemli bir fiyat oynaklığı yaşamadı.
Zaman İçindeki Volatilite: BLND 'nin haftalık oynaklığı ( 10% ) son bir yıldır istikrarlı seyretti.
Şirket Hakkında
| Kuruldu | Çalışanlar | CEO | Web sitesi |
|---|---|---|---|
| 2012 | 419 | Nima Ghamsari | www.blend.com |
Blend Labs, Inc. Amerika Birleşik Devletleri, Hindistan ve Meksika'daki finansal hizmet firmaları için bulut tabanlı bir yazılım platformu sağlamaktadır. Şirket, ipotekler, konut kredileri ve kredi limitleri, taşıt kredileri, hızlı ev kredileri, bireysel krediler, kredi kartları ve mevduat hesapları için dijital öncelikli tüketici yolculuklarına güç veren bir ürün paketi ve tüketicilerin ev sahibi olma yolculuklarını geliştirmek için yakın, ipotek ve konut kredileri için gelir doğrulama ve konut kredileri gibi bir eklenti ürün paketi sunmaktadır. Ayrıca, önceden oluşturulmuş bir dizi bileşenden özel iş akışları yapılandırmak veya oluşturmak için Blend Builder; bir krediyi değerlendirmek veya yeni bir mevduat hesabının açılmasını onaylamak için gereken onay görevlerini otomatikleştirmek için doğrulama bileşenleri; bir finansal hizmetler firması tarafından yapılandırılan bir uygulama iş akışı boyunca iş kurallarını otomatik olarak uygulayarak insan müdahalesi ihtiyacını azaltmak için karar verme bileşenleri; AI yetenekleri; ve kredi oluşturma süreci boyunca veri toplamayı yönetmek ve görevleri otomatikleştirmek için iş akışı zekası bileşenleri sağlar.
Blend Labs, Inc. Temel Bilgiler Özeti
| BLND temel i̇stati̇sti̇kler | |
|---|---|
| Piyasa değeri | US$335.85m |
| Kazançlar(TTM) | -US$16.57m |
| Gelir(TTM) | US$129.79m |
2.6x
P/S Oranı-20.3x
F/K OranıBLND aşırı değerli mi?
Gerçeğe Uygun Değer ve değerleme analizine bakınızKazanç ve Gelir
| BLND gelir tablosu (TTM) | |
|---|---|
| Gelir | US$129.79m |
| Gelir Maliyeti | US$32.73m |
| Brüt Kâr | US$97.06m |
| Diğer Giderler | US$113.63m |
| Kazançlar | -US$16.57m |
Son Raporlanan Kazançlar
Jun 30, 2026
Sonraki Kazanç Tarihi
n/a
| Hisse başına kazanç (EPS) | -0.07 |
| Brüt Marj | 74.78% |
| Net Kâr Marjı | -12.77% |
| Borç/Özkaynak Oranı | 0% |
BLND uzun vadede nasıl bir performans gösterdi?
Geçmiş performansı ve karşılaştırmayı görünŞirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/09/10 10:25 |
| Gün Sonu Hisse Fiyatı | 2026/09/10 00:00 |
| Kazançlar | 2026/06/30 |
| Yıllık Kazançlar | 2025/12/31 |
Veri Kaynakları
Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
| |
| Analist Konsensüs Tahminleri | +3 yıl |
|
|
| Piyasa Fiyatları | 30 yıl |
| |
| Sahiplik | 10 yıl |
| |
| Yönetim | 10 yıl |
| |
| Önemli Gelişmeler | 10 yıl |
|
* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.
Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.
Analiz Modeli ve Kar Tanesi
Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına Github sayfamızdan ulaşabilirsiniz; ayrıca raporlarımızı nasıl kullanacağınıza dair kılavuzlarımız ve YouTube’da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan hakkında bilgi edinin.
Endüstri ve Sektör Metrikleri
Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.
Analist Kaynakları
Blend Labs, Inc. 9 Bu analistlerden 6, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| Joseph Vafi | Canaccord Genuity |
| Aaron Kimson | Citizens JMP Securities, LLC |
| Michael Ng | Goldman Sachs |