Blend Labs, Inc.
BLND
NYSE·Technology·Software - Application·Mkt cap $372.9M
$1.54
▲ +1.99%
P/E
-18.55
Mkt Cap
$372.9M
52-Wk Range
$1.18–$4.49
52-Week Range
$1.18 - $4.49
P/E
Fwd P/E
Beta
Div Yield
Avg Vol
Shares Out
Mkt Cap
Price action
Price chart
Down 64.8% over the trailing year
Total returns
Price performance
Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.
Why we rate it this way
The thesis at a glance
Bull and bear case · plain-English context across the five lenses we evaluate.
Bull Case
5 reasons
- Comprehensive end-to-end platform covering entire lending and closing lifecycle
- Established relationships with major financial institutions and deep industry expertise
- White-label technology enabling rapid deployment without custom development
- Integrated title and settlement services through Title365 acquisition
- Cloud-based architecture providing scalability and reduced infrastructure costs
Bear Case
1 risk
- Average volatility.
Growth
Turning profitable
Digital transformation acceleration in financial services post-pandemic
Value
Fairly valued vs Enterprise SaaS peers
Momentum
Weak
-9.9% over 3m
Quality
Excellent
Mixed fundamentals
Dividend
None
No dividend
Smart-money signal
Who's buying BLND right now
Insider Form 4s, 13F institutional filings, and Congressional disclosures - at a glance.
Earnings track record
Latest print - beat on both lines
AI-summarized recap of last quarter, plus the surprise on every print.
Next: Nov 5, 2026
AUG 6, 2026
Reported EPS of $0.03 vs $0.02 consensus (+70.3% surprise). Revenue of $33.8M vs $33.1M expected (+2.3%). Beat on both top and bottom lines.
EPS surprise · last 4Q
1 of 1 beats
Estimate
Actual
Q3 26
+70.3%
Revenue trend · last 8Q
—
+15%
+12%
+10%
-27%
-22%
+15%
+7%
Q3 24
Q4 24
Q1 25
Q2 25
Q3 25
Q4 25
Q1 26
Q2 26
$45.2M
$41.4M
$26.8M
$31.5M
$32.9M
$32.4M
$30.8M
$33.8M
Margins · last 8Q
Gross
73.5%
Operating
-4.7%
Profit
-18.9%
Wall Street consensus
4 analysts · 75% Buy
Live ratings and price targets aggregated across covering analysts.
Buy
75%
Hold
25%
Sell
0%
Median Price Target
—
Latest: Citi · Jul 21, 2026
vs Industry
How BLND stacks vs Software - Application
Stock metrics vs industry averages. Green = better than industry.
Industry comparison data unavailable for this stock.
Related