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BLND Overview

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$
0.000
0.000(0.000%)
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0.000(0.000%)Aft-market
ET
$
0.000
0.000(0.000%)
At close
0.000(0.000%)Aft-market
ET
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Intellectia

Loading chart...

High
1.970
Open
1.680
VWAP
1.82
Vol
10.75M
Mkt Cap
466.00M
Low
1.660
Amount
19.54M
EV/EBITDA(TTM)
--
Total Shares
256.04M
EV
500.93M
EV/OCF(TTM)
67.02
P/S(TTM)
2.54
Blend Labs, Inc. is a digital origination platform for banks, credit unions, and mortgage lenders. The Company has built a cloud-based software platform and suite of products for financial services firms. From mortgages to consumer loans to deposit accounts, the Company helps financial institutions streamline workflows and deliver customer experiences. The Company has technology, data, and service providers on its software platform, including access to an extensive marketplace of insurance carriers and settlement agencies. The Company's platform also includes Blend Builder, which gives its customers the ability to easily configure or build custom workflows from a pre-built set of components, all while leveraging existing infrastructure. Financial services firms can create custom solutions with Blend Builder, or choose from pre-built solutions for Mortgage and Consumer Banking, including Home Equity, Deposit Accounts, Credit Cards, Personal Lending, Auto Lending and more.
Show More

Events Timeline

(ET)
2026-03-10
16:10:00
Sees Q1 Adjusted Operating Income of $2M-$3M
select
2026-03-10
16:10:00
Blend Reports Q4 Revenue of $32.4M, Exceeds Expectations
select
2025-12-22 (ET)
2025-12-22
16:20:00
BlackLine Board Member Tom Unterman Announces Retirement Ahead of 2026 Annual Meeting
select

News

seekingalpha
9.5
03-11seekingalpha
PinnedBlend Labs Q4 2025 Earnings Call Insights Highlight Strategic AI Shift
  • Strong Financial Performance: Blend Labs reported $32.4 million in revenue and $5.4 million in non-GAAP operating income for Q4 2025, slightly below expectations but reflecting a 7% year-over-year growth, showcasing the company's successful navigation through market cycles.
  • Robust Cash Position: With over $68 million in cash and no debt, the company announced a $50 million stock repurchase authorization following a $15 million buyback last quarter, further bolstering shareholder confidence and market positioning.
  • Strategic Shift: The CEO emphasized a pivot towards an 'offensive' strategy, with 10 new deals and expansions in Q4 and a pipeline growth of approximately 40% year-over-year, indicating the company's agility in responding to market fluctuations.
  • AI-Driven Innovation: The newly launched Blend Autopilot integrates AI technology to automate document processing and compliance, with 7 large customers engaged during the preview, expected to significantly enhance operational efficiency and customer satisfaction.
Newsfilter
9.5
03-11Newsfilter
Blend Labs Reports Mixed Q4 Results with Sales Beat
  • Performance Overview: Blend Labs Inc reported mixed results for Q4, missing earnings estimates while beating sales expectations, indicating challenges in profitability despite strong revenue performance.
  • Sales Performance: The company demonstrated robust sales in Q4, surpassing market expectations, which suggests sustained demand for its products and may lay the groundwork for future growth.
  • Analyst Reaction: Following the earnings miss, analysts have lowered their price targets for Blend Labs, which could negatively impact investor confidence and lead to stock price volatility.
  • Market Outlook: Despite the profitability pressures, the sales growth reflects market potential, and future focus will be on how Blend Labs can enhance its profitability to attract investors.
Benzinga
9.5
03-11Benzinga
Blend Labs Reports Mixed Q4 Results with Analyst Revisions
  • Earnings Performance: Blend Labs reported a quarterly earnings per share of $0.00, missing the analyst consensus estimate of $0.01, indicating a lack of profitability that may affect investor confidence.
  • Sales Figures: The company achieved quarterly sales of $32.368 million, surpassing the analyst consensus estimate of $31.778 million, demonstrating positive revenue growth despite the overall earnings miss.
  • Future Outlook: Blend Labs projects first-quarter sales between $28.500 million and $30.000 million, falling short of market estimates of $31.482 million, which may raise concerns about the company's future growth potential.
  • Analyst Rating Adjustments: Citizens and Wells Fargo lowered their price targets from $7 to $5 and from $5 to $4 respectively, while maintaining positive ratings on the stock, reflecting a cautious market sentiment regarding the company's outlook.
Benzinga
9.5
03-11Benzinga
Serve Robotics Shares Surge After Strong Q4 Results and Upgraded Sales Guidance
  • Strong Earnings Report: Serve Robotics reported a fourth-quarter adjusted loss of 34 cents per share, outperforming the expected loss of 53 cents, indicating significant improvements in cost control and operational efficiency, which bolstered investor confidence.
  • Sales Performance Exceeds Expectations: The company achieved sales of $882,000, surpassing the consensus estimate of $762,500, demonstrating robust product demand that could drive future revenue growth and enhance market competitiveness.
  • Significant Stock Price Increase: Following the positive earnings report, Serve Robotics shares surged 16.2% to $11.24 on Wednesday, reflecting market optimism about the company's future prospects and potentially attracting more investor interest.
  • Upgraded Sales Guidance: The company raised its FY26 sales guidance, indicating management's confidence in future performance, which may further drive stock price appreciation and enhance market recognition of its long-term growth potential.
Yahoo Finance
9.5
03-11Yahoo Finance
Blend Labs Reports Strong Q4 2025 Earnings with Strategic Growth
  • Significant Revenue Growth: Blend Labs achieved $32.4 million in revenue for Q4 2025, marking a 7% year-over-year increase, with mortgage suite revenue at $18.8 million and consumer banking suite revenue at $11.5 million, reflecting strong market performance and heightened customer demand.
  • Strong Financial Health: The company ended the quarter with $68.3 million in cash and securities and zero debt, indicating robust financial stability that provides ample support for future investments and expansions.
  • Customer Acquisition and Market Expansion: In Q4, Blend Labs signed 10 new deals and expansions, showcasing strong customer acquisition capabilities, while its pipeline grew approximately 40% year-over-year, highlighting strategic growth potential in the mortgage and consumer banking sectors.
  • Successful Product Launch: The launch of Blend Autopilot saw adoption by seven large customers within a week, demonstrating strong market interest in its AI-driven efficiency enhancements, further solidifying the company's competitive position.
stocktwits
9.5
03-10stocktwits
Blend Labs Reports 7% Revenue Growth in Q4
  • Revenue Growth: Blend Labs reported fourth-quarter revenue of $32.4 million, a 7% increase year-over-year, exceeding analyst expectations of $31.78 million, driven by strong growth in software and professional services, which boosts market confidence.
  • Break-even Earnings: The company's adjusted diluted net income per share was break-even ($0.00) in Q4 2025, consistent with the same period last year, indicating stability in profitability despite market challenges.
  • Share Buyback Program: In the fourth quarter, Blend Labs repurchased 5.1 million shares for over $15 million, bringing the year-to-date total to $25 million, demonstrating confidence in its intrinsic value.
  • 2026 Outlook: The company expects first-quarter revenue for 2026 to range between $28.5 million and $30 million, below Wall Street's expectation of $31.5 million, reflecting cautious expectations regarding the overall U.S. mortgage industry market.
Wall Street analysts forecast BLND stock price to rise
5 Analyst Rating
Wall Street analysts forecast BLND stock price to rise
3 Buy
2 Hold
0 Sell
Moderate Buy
Current: 0.000
sliders
Low
3.00
Averages
4.19
High
5.25
Current: 0.000
sliders
Low
3.00
Averages
4.19
High
5.25
Citizens
Aaron Kimson
Outperform -> NULL
downgrade
$7 -> $5
AI Analysis
2026-03-11
New
Reason
Citizens
Aaron Kimson
Price Target
$7 -> $5
AI Analysis
2026-03-11
New
downgrade
Outperform -> NULL
Reason
Citizens analyst Aaron Kimson lowered the firm's price target on Blend Labs to $5 from $7 and keeps an Outperform rating on the shares. The company reported "strong" Q4 results but its Q1 guidance is "disappointing," the analyst tells investors in a research note. Citizens reduced estimates but says the financial institution customers Blend serves will want to stay in the mortgage business.
Wells Fargo
Overweight
downgrade
$5 -> $4
2026-03-11
New
Reason
Wells Fargo
Price Target
$5 -> $4
2026-03-11
New
downgrade
Overweight
Reason
Wells Fargo lowered the firm's price target on Blend Labs to $4 from $5 and keeps an Overweight rating on the shares. The firm notes Q4 revenue was in line, as better-than-expected mortgage was offset by softness in consumer banking. While a longer than expected journey, Wells sees Blend Labs holding stable and expects growth to ultimately bounce back as mortgage volumes improve.
Unlock Full Analyst Thesis, Get the complete breakdown of rating reason for BLND
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Valuation Metrics

The current forward P/E ratio for Blend Labs Inc (BLND.N) is 31.23, compared to its 5-year average forward P/E of -1.93. For a more detailed relative valuation and DCF analysis to assess Blend Labs Inc's fair value, Click here.

Forward PE

The forward P/E ratio is a valuation metric that divides a company's current stock price by its estimated future earnings per share over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
N/A
5Y Average PE
-1.93
Current PE
31.23
Overvalued PE
46.16
Undervalued PE
-50.02

Forward EV/EBITDA

The forward EV/EBITDA ratio is a valuation metric that divides a company's enterprise value (EV) by its estimated future earnings before interest, taxes, depreciation, and amortization (EBITDA) over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
N/A
5Y Average EV/EBITDA
69.55
Current EV/EBITDA
33.30
Overvalued EV/EBITDA
300.17
Undervalued EV/EBITDA
-161.06

Forward PS

The forward P/S ratio is a valuation metric that divides a company's current stock price by its estimated future sales (or revenue) per share over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average PS
4.71
Current PS
5.61
Overvalued PS
7.29
Undervalued PS
2.13

Financials

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Whales Holding BLND

D
Divisadero Street Capital Management, LP
Holding
BLND
+0.22%
3M Return
A
Allen Holding Inc.
Holding
BLND
-6.24%
3M Return
L
Lightspeed Ventures, LLC
Holding
BLND
-34.25%
3M Return

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Frequently Asked Questions

What is Blend Labs Inc (BLND) stock price today?

The current price of BLND is 1.82 USD — it has increased 11.66

What is Blend Labs Inc (BLND)'s business?

Blend Labs, Inc. is a digital origination platform for banks, credit unions, and mortgage lenders. The Company has built a cloud-based software platform and suite of products for financial services firms. From mortgages to consumer loans to deposit accounts, the Company helps financial institutions streamline workflows and deliver customer experiences. The Company has technology, data, and service providers on its software platform, including access to an extensive marketplace of insurance carriers and settlement agencies. The Company's platform also includes Blend Builder, which gives its customers the ability to easily configure or build custom workflows from a pre-built set of components, all while leveraging existing infrastructure. Financial services firms can create custom solutions with Blend Builder, or choose from pre-built solutions for Mortgage and Consumer Banking, including Home Equity, Deposit Accounts, Credit Cards, Personal Lending, Auto Lending and more.

What is the price predicton of BLND Stock?

Wall Street analysts forecast BLND stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for BLND is4.19 USD with a low forecast of 3.00 USD and a high forecast of 5.25 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.

What is Blend Labs Inc (BLND)'s revenue for the last quarter?

Blend Labs Inc revenue for the last quarter amounts to 32.37M USD, decreased -21.83

What is Blend Labs Inc (BLND)'s earnings per share (EPS) for the last quarter?

Blend Labs Inc. EPS for the last quarter amounts to -0.03 USD, decreased -0.00

How many employees does Blend Labs Inc (BLND). have?

Blend Labs Inc (BLND) has 540 emplpoyees as of March 12 2026.

What is Blend Labs Inc (BLND) market cap?

Today BLND has the market capitalization of 466.00M USD.