
Blend Labs (BLND) Stock Forecast & Price Target
Blend Labs (BLND) Analyst Ratings
Bulls say
Blend Labs Inc. demonstrated strong financial performance with total revenue of $41.4 million in Q4, reflecting a 15% year-over-year increase, while the overall Blend Platform revenue rose approximately 16% year-over-year, supported by a notable 48% growth in the Consumer Banking Suite. The company's solid trends are highlighted by an increasing number of mortgage customer wins and enhanced run-rate revenue per loan, alongside an optimistic medium-term outlook for consumer banking growth. Additionally, Blend's non-GAAP gross margin showed sequential improvement, and the expansion of its product suite, including the rollout of the "Rapids" for streamlined refinancing and home equity options, underlines the company’s potential for continued growth.
Bears say
Blend Labs Inc. faces a negative outlook primarily due to a significant decline in mortgage volumes, which are expected to be down approximately 20% below industry benchmarks in the first quarter. The company's guidance for Q1 Platform revenue is 16% below consensus, reflecting both a transition to partnership models for certain products and the broader impact of a weaker mortgage macro environment. Additionally, the recent drop in the economic value per funded loan, alongside ongoing risks related to competition and potential economic slowdowns, compounds the challenges Blend is facing in the current financial landscape.
This aggregate rating is based on analysts' research of Blend Labs and is not a guaranteed prediction by Public.com or investment advice.
Blend Labs (BLND) Analyst Forecast & Price Prediction
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