Blend Labs, Inc.

NYSE:BLND Stok Raporu

Piyasa değeri: US$353.5m

Blend Labs Geçmiş Kazanç Performansı

Geçmiş kriter kontrolleri 0/6

Blend Labs yıllık ortalama 28.6% oranında kazançlarını artırırken, Software sektöründe kazançlar growing at 22% annual. Gelirler azalıyor .

Anahtar bilgiler

28.62%

Kazanç büyüme oranı

40.29%

EPS büyüme oranı

Software Sektör Büyümesi17.33%
Gelir büyüme oranı-12.80%
Özkaynak getirisi0.28%
Net Marj-16.12%
Son Kazanç Güncellemesi31 Mar 2026

Yakın geçmiş performans güncellemeleri

Recent updates

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.
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 Alpha
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...
User avatar
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...
Analiz Makalesi 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...
Analiz Makalesi 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...

Gelir ve Gider Dağılımı

Blend Labs nasıl para kazanır ve harcar. LTM bazında en son bildirilen kazançlara dayanmaktadır.


Kazanç ve Gelir Geçmişi

NYSE:BLND Gelir, gider ve kazançlar (USD Millions )
TarihGelirKazançlarG+A GiderleriAr-Ge Giderleri
31 Mar 26128-217934
31 Dec 25124-207933
30 Sep 25121-187633
30 Jun 25122-327734
31 Mar 25119-487640
31 Dec 24116-608046
30 Sep 24122-849052
30 Jun 24129-1219960
31 Mar 24143-14011570
31 Dec 23110-17411981
30 Sep 23164-236158100
30 Jun 23178-327180116
31 Mar 23201-763203129
31 Dec 22235-769224138
30 Sep 22273-759233134
30 Jun 22308-702262125
31 Mar 22274-224241110
31 Dec 21234-17121392
30 Sep 21184-11417379
30 Jun 21122-5211267
31 Mar 21112-739361
31 Dec 2096-758256
31 Dec 1951-816449

Kaliteli Kazançlar: BLND şu anda kârlı değil.

Büyüyen Kar Marjı: BLND şu anda kârlı değil.


Serbest Nakit Akışı ve Kazanç Analizi


Geçmiş Kazanç Büyüme Analizi

Kazanç Eğilimi: BLND kârlı değildir, ancak son 5 yılda zararlarını yılda 28.6% oranında azaltmıştır.

Büyüme Hızlandırma: BLND 'un son bir yıldaki kazanç büyümesinin 5 yıllık ortalamasıyla karşılaştırılması mümkün değil çünkü şu anda kârlı değil

Kazançlar vs. Sektör: BLND kârlı olmadığından, geçmiş yıl kazanç büyümesinin Software sektörüyle ( 11.8% ) karşılaştırılması zorlaşıyor.


Özkaynak Getirisi

Yüksek ROE: BLND hissesi şu anda kârlı olmadığından negatif Özsermaye Getirisi'ne ( 0.28% ) sahiptir.


Varlık Getirisi


Kullanılan Sermaye Getirisi


Geçmişte güçlü performans gösteren şirketleri keşfedin

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/05/14 09:46
Gün Sonu Hisse Fiyatı2026/05/14 00:00
Kazançlar2026/03/31
Yıllık Kazançlar2025/12/31

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.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* 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 kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip 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. 10 Bu analistlerden 6, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

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