Added to YB: 2025-06-26
Pitch date: 2025-06-25
BLND [bullish]
Blend Labs, Inc.
-6.19%
current return
Author Info
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Company Info
Blend Labs, Inc. provides a cloud-based software platform for financial services firms in the United States.
Market Cap
$850.5M
Pitch Price
$3.23
Price Target
6.00 (+92%)
Dividend
N/A
EV/EBITDA
-40.43
P/E
-16.77
EV/Sales
5.42
Sector
Software
Category
growth
Show full summary:
Blend Labs ($BLND) Turnaround of a Lifetime
BLND: Banking software platform transforms from mortgage-only to multi-product with 20-25% operating margins. Sees $6+ target in 2yrs (100% upside). Consumer banking growing 45% CAGR, mortgage at trough. PE/hedge buying at 3x mid-cycle operating income. Risks: rates, competition, M&A missteps.
Read full article (14 min)