Blend Labs, Inc. (BLND)
NYSEInformation TechnologySoftware - ApplicationSnapshot 2026-09-04
$1.54+1.99%
Close 2026-09-04 · 1-day change
NYSEInformation TechnologySoftware - ApplicationSnapshot 2026-09-04
QuarterlyIQ Insights · BLND
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance sits below its industry cohort — worth keeping an eye on, though it has not freshly broken.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | -35.4% |
| Our one-year growth estimate | diamond | 6.2% |
Growth built into the price is above our model estimate.
The price assumes 41.6 percentage points less one-year growth.
The one-year revenue growth assumption on Valuation.
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Model as of 2026-09-04 · Compared with 120 industry peers · Company calendar date is not available
BLND — earnings in line
Dated 2026-08-06
Results of Operations and Financial Condition On August 6, 2026, Blend Labs, Inc. (the “Company” or “Blend”) issued a press release announcing its financial results for the fiscal quarter ended June 30, 2026. A copy of the press release is attached as Exhibit 99.1 to this Current Report on Form 8-K and is incorporated by reference herein.
Why it matters: If sector revenue growth drops, it could affect Blend's performance. The sector is currently in a growth phase, but signs of slowing could be negative.
Worry ifSector revenue growth is below average. This may mean a slowdown is coming.
Less concerning ifSector revenue growth is above average. This suggests that strength will continue.
Why it matters: Meeting or exceeding revenue guidance shows that growth is on track. It confirms management's ability to drive sales.
Supportive ifQ3 2026 revenue reported at or above $33.5 million.
Worry ifQ3 2026 revenue reported below $31.5 million.
Why it matters: Positive non-GAAP operating income means Blend is making more money. They are also controlling costs.
Supportive ifNon-GAAP operating income was over $3.5 million in Q3 2026.
Worry ifNon-GAAP operating income was under $3.5 million in Q3 2026.
Why it matters: More lenders using Autopilot shows the product is doing well. This could lead to more money.
Supportive ifAt least 10 lenders signed on to use Autopilot by the end of Q3 2026.
Worry ifFewer than 6 lenders signed on to use Autopilot by the end of Q3 2026.
Why it matters: Updates on the share buyback show that management believes in the company. They trust its worth and future.
Watch forThey announced more share buybacks under the $50 million program.
Also watch forNo more share buybacks were announced under the $50 million program.
We watch for confirming and disproving signals on each item. Resolutions are found automatically where possible and checked by hand for unclear cases. Last 90 days shown.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
No outside relationship met the current evidence threshold.
Based on historical daily prices through 2026-09-04.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
A larger daily loss that occurred about once in every 20 trading days.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$283 on $10,000 · ±2.8% | How much price usually moves either way. |
| Bad day | $753 loss on $10,000 · 7.5% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $6,842 loss on $10,000 · 68.4% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.