Blend Labs signals resilient platform momentum with Q4 revenue guidance at $31M-$32.5M amid strategic focus on AI and consumer banking expansion [Seeking Alpha]
Blend Labs, Inc. Class A (BLND)
Company Research
Source: Seeking Alpha
CEO Nima Ghamsari described the third quarter as reflecting "our team's strong execution and the increasing resilience of our business model," emphasizing that "we delivered total revenue just above the midpoint of Quick Insights Blend Labs faces headwinds from the expected churn of the Mr. Cooper home equity business, which will impact their mortgage revenue and market share, anticipated as a major share headwind in 2026. Blend Labs' pivot to higher-margin partnerships and expansion of the Consumer Banking Suite has increased non-cyclical revenue, raised consumer banking share from 29% to 39% year-over-year, and supported continued non-GAAP operating profitability despite some mortgage business declines. Blend Labs guides to slightly lower Q4 revenues ($31–32.5 million) and non-GAAP operating income ($2.5–3.5 million), citing seasonal impacts and churn; sequential volume decline is expected in Q1 2026 as normal seasonality returns. More Trending News
Show less
Read more
Impact Snapshot
Event Time:
BLND
Last Price
Price Change
Price Change%
Volume Shares
Max Up
Max Down
%
Volume Ratio
Performance Comparison
Updated
|
Event Day
Stock performance from the time of news release until the following 4pm ET market close
|
Last price at news event
|
Since Event
Multi-day stock performance from the time of the news release
|
|---|---|---|
|
EVENT DAY
Stock performance from the time of news release until the following 4pm ET market close
|
LAST
PRICE AT NEWS EVENT |
SINCE EVENT
Multi-day stock performance from the time of the news release
|
| Last Price | ||
| VWAP | ||
|
High:
|
Max Up |
High:
|
|
Low:
|
Max Down |
Low:
|
|
%
|
Post news range |
%
|
|
|
Price change |
|
|
|
Price Change Percentage |
|
|
|
S&P 500 (SPX) |
|
|
%
|
Volume ratio |
%
|
| Volume | ||
| Ticks | ||
|
|
Avg transaction size |
|
Don't Miss Out On The Next BIG Stock Move
Event day
Event Day Chart will not be displayed beyond 90-day period of the event
Performance since event
Time And Velocity Analysis
Be the first to know
Opt in for alerts from News Quantifed
Sign Up Today
Opt-in for
BLND alerts
Learn More With NQ
Reading the Impact Report
Help Me Understand This Data
Help Me Understand This Data
How NQ Works
What is news-based trading?
And why is it so successful?
And why is it so successful?
Movers & Shakers
The biggest gainers and losers and WHY it moved
BLND alerts
High impacting Blend Labs, Inc. Class A news events
Weekly update
A roundup of the hottest topics
BLND
News
- Blend Labs (NYSE:BLND) was upgraded by analysts at <a style="font-weight:bold" href="https://www.wallstreetzen.com/newsletters/zen-ratings?ticker=BLND&utm_campaign=getratings&utm_medium=online&utm_source=MarketBeat">Wall Street Zen</a> fMarketBeat
- Blend to Present at the Wells Fargo 9th Annual TMT Summit [Yahoo! Finance]Yahoo! Finance
- Blend to Present at the Wells Fargo 9th Annual TMT SummitBusiness Wire
- Blend Labs (NYSE:BLND) had its price target lowered by analysts at UBS Group AG from $3.50 to $3.00. They now have a "neutral" rating on the stock.MarketBeat
- Blend Labs (NYSE:BLND) was downgraded by analysts at <a style="font-weight:bold" href="https://www.wallstreetzen.com/newsletters/zen-ratings?ticker=BLND&utm_campaign=getratings&utm_medium=online&utm_source=MarketBeat">Wall Street Zen</a>MarketBeat
BLND
Earnings
- 11/6/25 - Beat
BLND
Sec Filings
- 12/3/25 - Form 4
- 11/26/25 - Form 4
- 11/24/25 - Form 4
- BLND's page on the SEC website