Earning Analysis
Welcome to our in-depth analysis of Blend Labs Inc(BLND) earnings, offering investors a detailed look into the company’s financial performance, revenue trends, earnings per share (EPS), and market reactions. This page provides a comprehensive overview of Blend Labs Inc earnings history, forecasts, and key financial metrics, empowering you with the data needed to make informed investment decisions. Whether you're tracking quarterly results, analyzing earnings surprises, or exploring future projections, our detailed breakdown covers it all.
Earnings Forecast
Revenue
EPS
Currency: USD
Actual
Estimate
Surprise Analysis
| FY2025Q3 | 2025-11-06 | After Hours | -0.01 | -0.03 | -200.00 | 32.74M | 32.86M | +0.38 | -6.69 | +2.34 |
| FY2025Q2 | 2025-08-07 | After Hours | -0.01 | 0.00 | +100.00 | 31.93M | 31.52M | -1.28 | -23.53 | -16.25 |
| FY2025Q1 | 2025-05-08 | After Hours | -0.03 | -0.01 | +66.67 | 37.85M | 35.48M | -6.26 | +6.99 | +9.73 |
| FY2024Q4 | 2025-02-27 | After Hours | -0.02 | 0.00 | +100.00 | 41.39M | 41.41M | +0.05 | -10.83 | -12.54 |
| FY2024Q2 | 2024-08-08 | After Hours | -0.10 | -0.02 | -80.00 | 39.15M | 40.48M | +3.39 | +22.68 | +49.44 |
| FY2024Q1 | 2024-05-08 | - | -0.12 | -0.09 | +25.00 | 34.76M | 34.95M | +0.55 | -2.07 | +21.58 |
| FY2023Q4 | 2024-03-14 | - | -0.10 | -0.10 | - | 37.10M | 36.10M | -2.68 | -9.96 | +26.05 |
| FY2023Q3 | 2023-11-07 | - | -0.14 | -0.13 | +7.14 | 40.35M | 40.59M | +0.59 | +4.23 | -16.20 |
| FY2023Q2 | 2023-08-09 | - | -0.19 | -0.16 | +15.79 | 40.13M | 42.82M | +6.69 | -3.17 | +6.35 |
| - | 2023-05-09 | - | -0.25 | -0.23 | +8.00 | - | - | - | +10.80 | +57.67 |
BLND Earnings Analysis
Our earnings analysis provides a granular look at the company’s performance across recent fiscal quarters, highlighting key metrics such as revenue, EPS, and operating margins. By examining actual results against analyst estimates, we uncover trends and surprises that drive stock price movements, offering valuable insights for both short-term traders and long-term investors.
In the most recent quarter, Blend Labs Inc reported performance for FY2025Q3, announced on 2025-11-06. The company achieved an EPS of -0.03, compared to analyst estimates of -0.01 by -200.00% . Revenue for the quarter reached 32.86M compared to expectations of 32.74M by 0.38% .
The stock price reacted with a -6.69% one-day change and a 2.34% five-day change following the earnings release. These movements reflect market reaction in Blend Labs Inc growth trajectory and strategic initiatives.
BLND Earnings Forecast
Looking ahead, Blend Labs Inc(BLND) remains a focal point for investors seeking growth opportunities. Analyst forecasts for 2025/Q4 project quarter revenue of 31.78M and an EPS of 0.01.
However, recent estimate revisions provide additional context. Over the past three months, revenue estimates for FY2025 have been Revise Downward by -2.13%, while EPS estimates have been Revise Upward by 69.64%. For the upcoming Q4 2025, revenue estimates have been adjusted Revise Downward by -7.97% . These revisions correlate with a -18.61% change in stock price over the same period, suggesting potential buying opportunities for investors who believe in Blend Labs Inc long-term fundamentals.
The relationship between earnings forecast revisions and stock price movements is critical for investors. Positive revisions in revenue or EPS often signal strengthening fundamentals, making temporary price dips attractive entry points. Conversely, downward revisions may reflect short-term challenges.
Estimate Revision
The chart shows the correlation between BLND's stock price and earnings forecast revisions. Positive revisions in Revenue or EPS often strengthen the stock's fundamentals, making price dips potential buying opportunities.
Revenue Estimates for FY2025
Revise Downward
-2.13%
In Past 3 Month
EPS Estimates for FY2025
Revise Upward
+69.64%
In Past 3 Month
Revenue Estimates for Q4 2025
Revise Downward
-7.97%
In Past 3 Month
Stock Price
Go Down
-18.61%
In Past 3 Month
1Y
3Y
5Y
Annual FY 2025
Currency: USD
1Y
3Y
5Y
--
Revenue Estimate-Annual FY 2025:122.93M
--
EPS Estimate-Annual FY 2025:0.05
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Stock Price3.28
BLND Revenue and EPS Performance: A Historical Perspective
Blend Labs Inc revenue and earnings per share (EPS) performance over recent quarters provides a clear picture of its financial health. Below is a detailed breakdown of the company’s earnings history, showcasing actual results, analyst estimates, and surprise percentages for key fiscal quarters:
FY2025Q3 (2025-11-06,After Hours):
EPS: -0.03 (Actual) vs.-0.01 (Estimate) (-200.00%)
Revenue: 32.86M (Actual) vs. 32.74M (Estimate) (0.38%)
Price Reaction: -6.69%(1-Day), 2.34%(5-Day)
FY2025Q2 (2025-08-07,After Hours):
EPS: 0.00 (Actual) vs.-0.01 (Estimate) (100.00%)
Revenue: 31.52M (Actual) vs. 31.93M (Estimate) (-1.28%)
Price Reaction: -23.53%(1-Day), -16.25%(5-Day)
FY2025Q1 (2025-05-08,After Hours):
EPS: -0.01 (Actual) vs.-0.03 (Estimate) (66.67%)
Revenue: 35.48M (Actual) vs. 37.85M (Estimate) (-6.26%)
Price Reaction: 6.99%(1-Day), 9.73%(5-Day)
Earnings Reaction
The chart below shows how BLND performed 10 days before and after its earnings report, based on data from the past quarters. Typically, BLND sees a +3.28% change in stock price 10 days leading up to the earnings, and a +10.24% change 10 days following the report. On the earnings day itself, the stock moves by -1.04%. This data can give you a slight idea of what to expect for the next quarter's release.
For example, in SEP/2025, the stock changed -6.69% on the day following the earnings release and then changed by -5.02% over the next 10 days. These patterns provide investors with valuable insights into potential price movements and help inform trading strategies around earnings events.
Transcript Summary
Blend Labs Inc (BLND) Q3 2025 Earnings Call Summary
Neutral
2025-11-06
The earnings call presents a mixed picture: while there are positive developments like strong consumer banking growth and AI-driven efficiencies, concerns arise from declining market share and revenue headwinds from the Mr. Cooper deal. The Q&A section reveals uncertainties around revenue impact and market share growth, with management avoiding specific guidance. These factors balance each other out, leading to a neutral sentiment prediction for the stock price over the next two weeks.
Blend Labs Inc (BLND) Q2 2025 Earnings Call Summary
Positive
2025-08-08
The earnings call highlights strong consumer banking growth, improved gross margins, and a record RPO, indicating robust performance and future potential. Despite a slight decline in mortgage revenue, the strategic shift to high-margin partnerships and innovative products like Rapid Home Equity are positive indicators. The Q&A section reveals confidence in overcoming economic pressures and leveraging AI, though some uncertainties remain. Overall, the positive aspects outweigh the negatives, suggesting a likely stock price increase.
Blend Labs Inc (BLND) Q1 2025 Earnings Call Summary
Positive
2025-05-11
The earnings call highlighted strong financial performance with a 12% revenue growth and improved gross margins. Despite a slight miss in economic value per funded loan, the company has positive free cash flow and a robust share repurchase program. The Q&A section revealed optimism about product expansion and growth, with management focusing on strategic partnerships and AI integration. While there are some transition risks and competitive pressures, the positive guidance and strategic initiatives indicate a likely positive stock price movement over the next two weeks.
Blend Labs Inc (BLND) Q4 2024 Earnings Call Summary
Positive
2025-02-27
The earnings report shows strong financial performance with significant growth in consumer banking and improved profitability metrics. The Q&A section highlights positive sentiment from analysts, focusing on new product growth and increased guidance for consumer banking. However, some concerns were noted about management's lack of specific historical data and vague responses. Overall, the strong revenue growth, improved margins, and optimistic guidance suggest a positive stock price movement.
Blend Labs, Inc. (BLND) Q3 2024 Earnings Call Summary
Positive
2024-11-07
The earnings call reflects strong financial performance, with significant revenue growth, improved margins, and positive cash flow trends. The Q&A section indicates a positive sentiment towards consumer banking growth and product differentiation. Despite some vagueness in management's responses about specific strategies, the overall outlook is optimistic with anticipated revenue growth and strategic expansions. The share repurchase program further boosts confidence. Thus, the stock price is likely to see a positive movement in the next two weeks.
Blend Labs, Inc (BLND) Q2 2024 Earnings Call Summary
Positive
2024-08-10
The earnings call highlights strong financial performance with revenue growth, improved cash flow, and an authorized share repurchase program. Despite some uncertainty in the Q&A, management's optimism about breakeven in Q4 and increased customer activity is promising. The positive revenue outlook and improved margins, alongside the share repurchase, suggest a positive stock price movement in the short term.
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FAQ
What were the key highlights of BLND’s latest earnings report for FY2025Q3?
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How does BLND’s stock price correlate with earnings forecast revisions?
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