BLND - NYSE
Blend Labs, Inc.
$1.59
-4.2%Blend Labs, Inc. provides cloud-based software platform solutions for financial services firms in the United States. It operates in two segments, Blend Platform and Title365. The company offers a suite of white-label products for mortgages, home equity loans and lines of credit, vehicle loans, personal loans, credit cards, and deposit accounts. It also provides a suite of mortgage products that facilitates homeownership journey for consumers comprising close, income verification for mortgage, homeowners insurance, and realty. In addition, the company offers title search procedures for title insurance policies, escrow, and other closing and settlement services, as well as other trustee services; and professional and consulting services. It serves banks, credit unions, financial technology companies, and non-bank mortgage lenders. Blend Labs, Inc. was incorporated in 2012 and is headquartered in San Francisco, California.
At a Glance
Live SnapshotBlend Labs, Inc. Street Expectations Map
Wall Street analysts project that BLND stock may rise significantly over the coming 12 months. The consensus 1-year price target stands at 3.33, with estimates ranging from a low of 2.00 to a high of 4.50.
The consensus 1-year price target stands at 3.33, with estimates ranging from a low of 2.00 to a high of 4.50.
Analyst Consensus Analysis
Upside Potential
Substantial upside potential. Analysts see significant value gap, suggesting the stock may be materially undervalued at current levels.
Analyst Agreement
High uncertainty. Very wide target spread indicates significant disagreement among analysts—major valuation uncertainty or transformation underway.
Analyst Conviction
High uncertainty: Wide dispersion indicates analysts struggle to agree on valuation—proceed with caution and independent analysis.
Market Sentiment Insight
High risk, high reward: Substantial upside potential exists, but wide analyst disagreement signals execution risk or unclear catalysts. Thorough due diligence essential before committing capital.
Blend Labs, Inc. Forward Estimates of Revenue
Forward Growth Analysis
Moderate growth expected, typical for mature businesses with stable market positions.
Limited coverage may indicate reduced institutional interest or information availability.
Narrow estimate range signals strong analyst consensus and predictable business outlook.
Generally favorable outlook with reasonable growth prospects and analyst support.
Blend Labs, Inc. Forward Estimates of Net Income
Forward Growth Analysis
Strong growth expectations signal robust business momentum and market opportunity expansion.
Limited coverage may indicate reduced institutional interest or information availability.
Narrow estimate range signals strong analyst consensus and predictable business outlook.
Positive analyst consensus with strong growth expectations and forecast confidence.
Key Insight
Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.
Blend Labs, Inc. Forward Estimates of EPS
Forward Growth Analysis
Strong growth expectations signal robust business momentum and market opportunity expansion.
Limited coverage may indicate reduced institutional interest or information availability.
Narrow estimate range signals strong analyst consensus and predictable business outlook.
Generally favorable outlook with reasonable growth prospects and analyst support.
Key Insight
Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.
Blend Labs, Inc. Forward Estimates of EBIT
Forward Growth Analysis
Significant contraction projected—major business challenges or industry disruption likely.
Limited coverage may indicate reduced institutional interest or information availability.
Narrow estimate range signals strong analyst consensus and predictable business outlook.
Mixed signals—some positive indicators offset by concerns about growth or uncertainty.
Key Insight
Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.
Blend Labs, Inc. Forward Estimates of EBITDA
Forward Growth Analysis
Significant contraction projected—major business challenges or industry disruption likely.
Limited coverage may indicate reduced institutional interest or information availability.
Narrow estimate range signals strong analyst consensus and predictable business outlook.
Mixed signals—some positive indicators offset by concerns about growth or uncertainty.
Key Insight
Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.
Blend Labs, Inc. Forward Estimates of SG&A Expense
Forward Growth Analysis
Strong growth expectations signal robust business momentum and market opportunity expansion.
Limited coverage may indicate reduced institutional interest or information availability.
Narrow estimate range signals strong analyst consensus and predictable business outlook.
Positive analyst consensus with strong growth expectations and forecast confidence.
Key Insight
Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.
Blend Labs, Inc. Insider Positioning
During the last 12 months, insiders have purchased $31.03M and sold $3.04M worth of BLND shares, resulting in $27.98M of net buying activity.
3 Months
5.3M
7.58M
5.6K
8.83K
+7.6M
+$7.57M
3-6 Months
0
0.00
58.1K
169.59K
-170K
-$170K
6-9 Months
7.2M
21.80M
89.5K
323.56K
+21.5M
+$21.47M
9-12 Months
553.7K
1.65M
773.7K
2.54M
-889K
-$889K
Top Buyers
Haveli Investments, L.P.
Director, 10 Percent Owner:
$31.03M
Top Sellers
Ghamsari Nima
Director, Officer: Head Of Blend
$1.31M
Kneafsey Brian
Officer: Head Of Revenue
$995K
Tkach Oxana
Officer: Principal Accounting Officer
$431K
Ling Winnie
Officer: Head Of Legal And People
$225K
Woersching Eric H.
Director
$80K
Insider Activity Analysis
Net Insider Sentiment
Strong bullish signal with $27.98M net buying. Insiders are aggressively accumulating shares, suggesting significant confidence in future prospects.
Buy/Sell Ratio
Exceptional buy/sell ratio. Buying dramatically outweighs selling—one of the strongest possible insider signals.
Recent Trend (3 Months)
Very strong recent buying momentum. Recent insider purchases significantly outpace sales, suggesting near-term optimism.
Insider Participation
5 insider sellers vs. 1 buyers. Widespread selling across multiple insiders may signal concerns.
Insider Activity Insight
Sustained buying momentum: Consistent net buying over multiple quarters suggests insiders maintain conviction in the company's prospects. This is particularly meaningful if buying continued through market volatility.
Related Guides
Continue your BLND research with focused valuation guides.
Research Paths
Snapshot
Start with context, operating signals, and key market metrics.
Value Model
Stress test fair value across bear, base, and bull assumptions.
Statements
Validate revenue quality, margins, and balance sheet durability.
Earnings Call
Read management commentary and compare it with reported outcomes.
Dividends
Check payout sustainability and long-term distribution behavior.
Analyst Expectations
Review consensus spread and where estimate risk is concentrated.