Blend Expands Deep Verification Capabilities to Drive Speed and Improve Borrower Experience for Lenders
Blend Labs, Inc. announced an expansion of its Verification of Income (VOI) and Verification of Assets (VOA) capabilities to streamline home lending originations and enhance the borrower experience. The improvements include a new manual solution called Smart Outreach for VOIE, powered by Truework, and Supplemental Asset Reports for VOA, which helps lenders satisfy pre-closing verification guidelines electronically. These advancements aim to reduce manual workflows, accelerate loan processing, and improve customer satisfaction in mortgage lending.
Institutional owners may take dramatic actions as Blend Labs, Inc.'s (NYSE:BLND) recent 12% drop adds to one-year losses
Institutional investors hold a significant 68% ownership in Blend Labs, Inc., making their trading decisions critical for the stock's performance. The company recently experienced a 12% stock drop, contributing to an 18% loss over the past year, which could prompt institutional holders to sell and further impact individual investors. Despite institutional influence, no single shareholder has significant control, with the top 11 shareholders collectively owning 51%.
An Intrinsic Calculation For Blend Labs, Inc. (NYSE:BLND) Suggests It's 48% Undervalued
Blend Labs, Inc. (NYSE:BLND) is estimated to be 48% undervalued with a projected fair value of US$5.63, significantly higher than its current share price of US$2.95. This valuation is based on a 2-stage Discounted Cash Flow (DCF) model, considering future cash flows and a terminal value. Analyst price targets, however, are 17% lower than this estimated fair value.
Rice Hall James & Associates LLC Takes Position in Blend Labs, Inc. $BLND
Rice Hall James & Associates LLC recently acquired a new position in Blend Labs, Inc. (NYSE:BLND) during the third quarter, purchasing 833,799 shares valued at approximately $3.04 million. Institutional investors now own 52.56% of the company's stock, while corporate insiders hold 35.52%. The company has a market capitalization of around $794 million, and analysts currently have a consensus "Hold" rating with a target price of $4.80.
Insider Buying After Q3 Beat Could Be A Game Changer For Blend Labs (BLND)
Following a Q3 2025 earnings beat, Blend Labs (BLND) has seen significant insider buying, with a director and a 10% owner purchasing substantial shares. This insider confidence, combined with improved financial performance and AI-driven initiatives, suggests a potential shift in sentiment for the company. The article discusses how this activity might influence Blend Labs' investment narrative, acknowledging the ongoing risks related to the mortgage market and revenue compression.
Blend Labs (NYSE: BLND) director and 10% owner boosts stake with multi-day share buys
Insider entities affiliated with Blend Labs director and 10% owner Brian N. Sheth acquired approximately 1.31 million shares of Class A common stock between December 1-3, 2025, through open-market purchases. These transactions, priced around $3.09 to $3.14 per share, increased their beneficial ownership to over 10.8 million shares plus an additional 130,000 shares held in a family trust. The Form 4 filing indicates a positive sentiment regarding the company's prospects from a large beneficial owner.
Haveli Investments buys Blend Labs (BLND) shares worth $213,850 By Investing.com
Haveli Investments, a significant shareholder and director in Blend Labs, Inc. (NYSE:BLND), recently increased its stake by purchasing additional Class A Common Stock worth $213,850 through multiple transactions. These purchases increased Haveli Investments' direct ownership to 9,539,050 shares, with an additional 130,000 shares held in a family trust. This activity follows Blend Labs reporting a slight beat on its third-quarter 2025 revenue, despite investor concerns leading to a stock decline.
BLND 10% owner Brian Sheth group increases Class A share stake
Blend Labs (BLND) director Brian Sheth and affiliated entities increased their stake in the company's Class A common stock through recent purchases. On November 24, 2025, they acquired 54,844 shares at an average of $3.0463, and on November 26, 2025, they bought an additional 15,090 shares at an average of $3.10. These transactions bring their indirect beneficial ownership to 9,539,050 shares, with an additional 130,000 shares held in a family trust.
Blend Labs insider RSUs convert to Class A stock on Form 4
Blend Labs, Inc. (BLND) reported a Form 4 detailing the conversion of Restricted Stock Units (RSUs) into Class A Common Stock for its Principal Accounting Officer, Oxana Tkach. On November 20, 2025, a total of 37,500 shares were acquired from two RSU grants, while 10,763 shares were withheld at $3.04 per share to cover tax obligations. After these transactions, the reporting person directly owns 79,517 shares of BLND Class A Common Stock.
Haveli Investments buys Blend Labs (BLND) shares for $4.19 million By Investing.com
Haveli Investments, a ten-percent owner and director in Blend Labs, Inc. (NYSE:BLND), recently purchased shares worth $4.19 million across two transactions on November 18 and 19, 2025. These insider purchases were made at prices between $3.00-$3.05, representing a 7% discount from the current trading price of $2.84. Blend Labs, while not profitable in the last twelve months, is predicted by analysts to become profitable this year and has shown strong revenue growth.
Blend Labs Stock Climbs as Financials Exceed Expectations
Blend Labs Inc. (BLND) stock recently climbed by over 7%, reflecting increased investor confidence despite ongoing profitability challenges. The company reported Q3 2025 revenue of $32.9 million, slightly exceeding consensus, driven by 14 new customer relationships. While facing a precarious equity position and mixed analyst sentiments, Blend Labs’ strategic partnerships and focus on technology aim to drive long-term value, with Q4 2025 forecasts showing optimism for non-GAAP Net Operating Income.
Insider Stock Purchases: November 21, 2025
This article details significant open market insider stock purchases reported on November 21, 2025, covering 134 transactions. Key purchases include Haveli Investments in BLEND LABS, INC. ($BLND), Mitchell Jacobson in MSC INDUSTRIAL DIRECT CO INC ($MSM), Casdin Partners Master Fund in STANDARD BIOTOOLS INC. ($LAB), Timothy O. Mahoney in RESOLUTE HOLDINGS MANAGEMENT, INC. ($RHLD), and Charles K. Cohn in NERDY INC. ($NRDY). For each company, the article provides specific purchase details and a six-month breakdown of insider buying and selling activity.
Blend Labs Stock (BLND) Opinions on Q3 2025 Earnings Report
Blend Labs (BLND) Q3 2025 earnings report stirred significant discussion, with a revenue beat of $32.9 million but a 27.28% year-over-year drop concerning investors due to declining mortgage revenue. Recent insider buying, including a $6.5 million purchase by a director group, signals confidence amidst broader market challenges and slow tech adoption concerns. Analysts have mixed opinions, with some issuing "Buy" ratings and price targets ranging from $3.0 to $7.0.
Blend Labs (BLND) director group buys $6.5m in class a common stock
A director group at Blend Labs (NASDAQ:BLND), including Brian N. Sheth and associated entities, purchased $6.5 million worth of Class A Common Stock between November 13 and November 17, 2025. These purchases involved over 2.15 million shares at prices slightly above InvestingPro's calculated Fair Value. Despite not being profitable in the last twelve months, Blend Labs has strong liquidity and analysts expect the company to become profitable this year.
Blend Labs (BLND) director group buys $6.5m in class a common stock
A group including Blend Labs Director Brian N. Sheth purchased $6.5 million worth of Blend Labs, Inc. (NASDAQ:BLND) Class A Common Stock between November 13 and November 17, 2025. These transactions involved over 2.15 million shares at prices slightly above the InvestingPro Fair Value. Blend Labs recently reported Q3 2025 revenue of $32.9 million, exceeding analyst forecasts, and analysts expect the company to become profitable this year.
Haveli Investments buys Blend Labs (BLND) shares worth $6.8 million By Investing.com
Haveli Investments, a significant shareholder in Blend Labs, Inc. (NYSE:BLND), purchased $6.8 million worth of the company's Class A Common Stock across three transactions between November 10 and November 12, 2025. These purchases increased Haveli's direct holdings to over 5.9 million shares, with additional shares held through a family trust. This activity follows Blend Labs' Q3 2025 earnings report, which slightly exceeded revenue forecasts despite a subsequent stock decline, as the company continues to focus on AI-driven innovation.
Blend Announces Third Quarter 2025 Financial Results
Blend Labs, Inc. (NYSE: BLND) announced its third-quarter 2025 financial results, showing significant improvement in non-GAAP operating income year-over-year and results ahead of guidance. The company reported $32.9 million in revenue, a slight decrease from Q3 2024, but highlighted 14 new customer relationships and expansions. Blend provided a positive outlook for Q4 2025, projecting total revenue between $31.0M and $32.5M and non-GAAP net operating income between $2.5M and $3.5M.
Blend Labs, Inc. (BLND) Stock Analysis: Unveiling A 50.62% Potential Upside
Blend Labs, Inc. (BLND), a technology firm providing cloud-based solutions to financial services, presents a potential upside of 50.62% according to analyst targets, with its stock currently priced at $3.22. Despite positive revenue growth and free cash flow, the company faces challenges with negative EPS and lack of traditional valuation metrics. Analyst sentiment remains largely positive, seeing long-term opportunities in the accelerating digital transformation of the financial sector.
Blend Labs reports $32.9M in Q3 revenue
Blend Labs reported a Q3 2025 revenue of $32.9 million, a 1% decrease year-over-year, yet it surpassed investor guidance. The company achieved its fifth consecutive quarter of non-GAAP operating profitability, driven by growth in its consumer banking suite which offset a decline in mortgage revenue. Looking ahead, Blend plans to focus on increasing its mortgage take rate, expanding its consumer banking offerings, and investing in AI.
Blend Labs, Inc. Earnings Call: Growth Amid Challenges
Blend Labs, Inc. reported strong Q2 2025 revenue growth of 10% year-over-year, reaching $31.5 million, primarily driven by its consumer banking suite. Despite this growth and successful new customer acquisitions, the company faced challenges including a 3% decrease in mortgage suite revenue and a negative free cash flow of $9 million. Blend Labs provided forward-looking guidance focusing on market share expansion, achieving non-GAAP operating profitability, and navigating near-term headwinds in economic value per funded loan (EVPFL).
Blend Labs (NYSE:BLND) Insider Brian Kneafsey Sells 25,000 Shares - MarketBeat
Blend Labs insider Brian Kneafsey sold 25,000 shares of company stock on October 15th, reducing his ownership by 3.51%. This transaction occurred at an average price of $3.34 per share. The article also details the company's recent stock performance, earnings, institutional holdings, and a summary of analyst ratings.
Blend to Announce Third Quarter 2025 Financial Results on November 6, 2025 - MarketScreener
Blend Labs, Inc. (NYSE: BLND) announced it will release its third quarter 2025 financial results after market close on Thursday, November 6, 2025. The company will host a conference call the same day at 1:30 p.m. PT / 4:30 p.m. ET to discuss the results, with access provided through its Investor Relations website. Blend is a leading digital origination platform for financial institutions, having powered $1.2 trillion in loan applications in 2024.
Blend Labs, Inc. Unveils Vision for Intelligent Origination - MarketScreener
Blend Labs, Inc. has announced "Intelligent Origination," an AI-powered system integrated into its digital lending platform designed to transform the lending process. This system aims to reduce the high costs and long cycle times associated with mortgage and home equity loans by embedding agentic intelligence directly into decision-making and execution. Initially, it will focus on automating back-office tasks like data validation and dynamic follow-ups, with plans to expand into fraud detection and other lending products by 2026.
Blend Unveils Vision for Intelligent Origination: A New Operating Model for Lending - The Joplin Globe
Blend Labs, Inc. announced its vision for Intelligent Origination, a new operating model designed to embed AI directly into the lending process. This aims to move beyond traditional automation by orchestrating data, documents, and product rules to execute more complex decisions autonomously. The approach targets reducing high industry costs and cycle times, particularly in back-office use cases, with plans to expand to fraud detection, income verification, and other lending areas by 2026.
Blend Unveils Vision for Intelligent Origination: A New Operating Model for Lending
Blend Labs, Inc. announced "Intelligent Origination," an AI-powered system integrated into its digital lending platform designed to transform the lending operating model. This new approach embeds agentic intelligence into the execution layer of lending, moving beyond traditional AI tools to handle complex decisions autonomously and significantly improve speed, accuracy, and oversight. The initial focus is on high-impact back-office tasks, with plans to expand into fraud detection, verification, and other lending areas across various products starting in 2026.
Ling, head of legal, sells Blend Labs (BLND) shares worth $14,338
Winnie Ling, Head of Legal and People at Blend Labs, Inc. (NYSE:BLND), sold 4,000 shares of Class A Common Stock for a total of $14,338 on October 2, 2025. This transaction was executed under a Rule 10b5-1 trading plan. Despite a recent stock decline, Blend Labs is actively expanding its market presence through strategic partnerships and has seen increased stake from Haveli Investments.
Blend Labs, Inc.'s (NYSE:BLND) market cap decline of US$67m may not have as much of an impact on institutional owners after a year of 0.8% returns
Institutional investors, holding 61% of Blend Labs, Inc. (NYSE:BLND), may be less affected by the recent US$67 million market cap decline due to their 0.8% returns over the past year. While institutional sales can significantly impact stock prices, the top 13 shareholders collectively own 51% of the business, with Lightspeed Ventures as the largest individual holder. Insiders also maintain a notable stake, aligning their interests with other shareholders.
Blend Labs Sees Fluctuation Amid Updated Price Targets and Ownership Changes
Blend Labs Inc. (BLND) is experiencing significant market fluctuations following updated price targets and notable changes in beneficial ownership. Despite a recent 14.24% stock increase driven by strategic partnerships, the company faces considerable financial distress with negative profitability metrics and contracting revenue, leading to a neutral outlook from analysts like UBS and Keefe Bruyette. Investors are advised to monitor technical support levels and insider transactions for insights into future strategic directions.
In-House Impact Finalist: Winnie Ling, Blend Labs Inc.
This article announces Winnie Ling of Blend Labs Inc. as an In-House Impact Finalist. The New York Law Journal will honor her and other legal professionals at an awards ceremony in September. The article also includes a prompt for readers to share some of her most satisfying successes of the past year.
In-House Impact Finalist: Winnie Ling, Blend Labs Inc.
Winnie Ling of Blend Labs Inc. has been named an In-House Impact Finalist. The New York Law Journal will recognize Ling and other legal professionals at an awards ceremony in September. Access to the full article content requires a Law.com subscription.
Blend Labs stock rises as Haveli Investments increases stake By Investing.com
Blend Labs (NYSE: BLND) saw its stock rise after Haveli Investments increased its stake in the company by purchasing approximately 554,000 additional shares, bringing their total stake to around 19%. This move follows Blend's board increasing Haveli's Class A ownership cap to 24.9%. The company also announced an expanded partnership with Doma Technology for AI-powered title decisioning, the sale of Title365 to Covius Services, and the appointment of Reva Rao to lead digital transformation for credit unions.
Blend Labs head of revenue Kneafsey sells $71,872 in stock
Blend Labs Head of Revenue Brian Kneafsey sold 25,000 shares of company stock totaling $71,872 on August 15, 2025, according to an SEC filing. This transaction was executed under a Rule 10b5-1 trading plan and leaves Kneafsey directly owning 696,598 shares. The company has also recently announced an expanded partnership with Doma Technology and a definitive agreement to sell its Title365 unit to Covius Services.
Blend Labs narrows Q2 losses, announces new head of finance
Blend Labs, Inc. announced Jason Ream as its new Head of Finance and Administration, replacing Amir Jafari. The appointment coincides with the company's Q2 2025 earnings report, which showed narrowed GAAP losses and increased revenue due to growth in its Consumer Banking Suite, despite a dip in mortgage suite revenue. Blend also confirmed the sale of its Title365 business to Covius.
Blend Announces Second Quarter 2025 Financial Results
Blend Labs, Inc. (NYSE: BLND) announced its second quarter 2025 financial results, reporting a fourth consecutive quarter of year-over-year revenue growth and non-GAAP operating profit. The company achieved a record remaining performance obligations (RPO) balance of $190.4 million and accelerated sales momentum with 23 new or expanded deals. Blend also continued its strategy to simplify operations with the sale of Title365.
Blend Labs Embraces Doma's "Instant Title Decisioning" Solution
Blend Labs is expanding its partnership with Doma Technology to integrate "instant title decisioning" into its platform for lenders. Following the sale of its Title365 business, Blend aims to streamline mortgage workflows, reduce costs, and enhance the borrower experience by leveraging Doma's Upfront Title solution, which has shown significant savings and faster loan cycles in trials. This collaboration reinforces Blend's commitment to digital lending innovation and Doma's role in automating title and escrow processes.
Covius Inks Agreement To Acquire Blend's Title365 Business
Covius Holdings Inc. has agreed to acquire Blend's Title365 business, further expanding Covius's presence in the origination title space. This deal allows Blend to focus on its "software-first" business model, while Covius will continue to provide integrated title and closing services to Blend's customers. The terms of the deal were not disclosed, and it is subject to third-party consents and regulatory approvals.
Blend Announces First Quarter 2025 Financial Results
Blend Labs, Inc. announced strong first quarter 2025 financial results, marking its third consecutive quarter of year-over-year growth, driven by renewed customer momentum and a strategic shift to a software-first model. The company reported Platform revenue of $26.8 million, exceeding consensus estimates, and achieved positive free cash flow for the first time in its history. Blend also entered into an exclusive process for the potential sale of its title insurance business, further solidifying its focus on digital banking solutions.
BLND Stock Price, News & Analysis
Blend Labs, Inc. (BLND) operates a cloud-based digital origination platform for financial services, supporting mortgages, consumer loans, and deposit accounts for various financial institutions. The company generates revenue from its software platform and professional services, emphasizing its "Intelligent Origination" AI-powered system to streamline lending workflows. Blend Labs also focuses on partner-enabled title solutions and reports financial performance using metrics like remaining performance obligations and economic value per funded loan.
Blend Announces Fourth Quarter and Full Year 2024 Financial Results
Blend Labs, Inc. announced its fourth quarter and full year 2024 financial results, highlighting significant revenue growth in its Consumer Banking business and non-GAAP operating profitability surpassing guidance. The company welcomed new customers, expanded partnerships, and made strides in focusing on a pure software model, leading to its most profitable quarter yet. Blend also provided its financial outlook for the first quarter and full year 2025, anticipating continued growth in its Consumer Banking Suite revenue.
With 50% ownership, Blend Labs, Inc. (NYSE:BLND) has piqued the interest of institutional investors
Institutional investors hold a significant 50% stake in Blend Labs, Inc. (NYSE:BLND), making their trading decisions influential for the stock. While individual insiders collectively own a smaller but notable portion worth US$53 million, the general public comprises 45% of shareholders, primarily individual investors. This diverse ownership structure, with a strong institutional presence, suggests that analysts view the stock favorably, though its price remains subject to large institutional movements.
Blend and Covered Insurance Announce New Strategic Partnership to Streamline Home Insurance Shopping
Blend (NYSE: BLND) and Covered Insurance Solutions have announced a strategic partnership to enhance the home insurance shopping experience for borrowers. This collaboration integrates Covered’s insurance marketplace directly into Blend’s mortgage platform, offering borrowers more choices and value while accelerating the loan process for lenders. The partnership also transitions Blend's insurance operations to Covered, creating a more robust and comprehensive insurance marketplace.
Langley FCU Launches Deposit Accounts With Blend, Achieves 37% Growth In New Digital Account Openings
Langley Federal Credit Union (FCU) partnered with Blend to implement its Deposit Accounts solution, resulting in a 37% increase in new digital account openings and significant improvements in back-end efficiency and member experience. Since its launch in March 2024, Langley FCU, one of the largest credit unions in the US, has seen a 25 percentage point drop in contact center intervention for approved applications. The partnership marks a successful digital transformation for Langley, which plans to further streamline its consumer lending solutions with Blend.
In-House Impact Finalist: Winnie Ling, Blend
This article features Winnie Ling, General Counsel & Head of Legal and People at Blend Labs, Inc., who is an In-House Impact Finalist. Ling emphasizes the importance of adaptability and dynamic leadership for in-house counsel to be valuable business partners, steering teams through challenges and providing broad counsel. The full content of the article is archived and available through partners LexisNexis and Bloomberg Law until December 31, 2025.
Blend Labs Partners with Haveli Investments securing USD 150Mln investment
Blend Labs, a provider of cloud banking services, has secured a $150 million investment from Haveli Investments in the form of convertible preferred stock. The funds will primarily be used to repay existing credit agreement obligations, strengthening Blend's financial position for long-term growth. Brian Sheth, Chief Investment Officer of Haveli Investments, will join Blend’s Board of Directors as part of the partnership.
Fintech Blend raises millions to refinance debt
Fintech company Blend has secured a $150 million investment from a private equity firm, which its co-founder and head, Nima Ghamsari, sees as a strong vote of confidence in the company's future growth. This investment is intended to help Blend refinance its debt. The article also references previous workforce reductions at Blend amidst a challenging mortgage lending environment.
Blend Labs Announces Strategic Partnership with Haveli Investments, including $150 Million Investment
Blend Labs, Inc. announced a strategic partnership with Haveli Investments, including a $150 million investment in Blend through convertible preferred stock. This investment will primarily be used to repay existing credit agreement amounts, strengthening Blend's financial position. Brian Sheth, Haveli’s Chief Investment Officer, will join Blend’s Board of Directors as part of the agreement.
Blend, one-time SF tech unicorn, hits workers with 5th layoff round in a row
Blend, a San Francisco-based mortgage software company that was once a tech unicorn, has conducted its fifth round of layoffs in just over a year, impacting an undisclosed number of employees. This further reduction in workforce comes amidst a challenging environment for the mortgage industry, which has seen a significant downturn, directly impacting Blend's business model. The company's stock has plummeted significantly since its IPO in 2021, reflecting its struggle to adapt to market conditions and achieve profitability.
Blend Labs Has Cut 420 Jobs Since April
Blend Labs Inc. has cut 420 jobs, representing 25% of its workforce, since April in an effort to improve its financial position after reporting a $478 million loss in the second quarter. The significant loss was partly attributed to a $391.8 million impairment charge related to its acquisition of Title365. Despite market challenges, Blend Labs CEO Nima Ghamsari stated the company is taking decisive actions to optimize its cost structure and long-term value.
Blend Labs Lays Off 10% Of Its Workforce
Blend Labs Inc., a mortgage technology company, laid off 10% of its workforce, approximately 200 positions, due to rising interest rates and falling refinance applications. The company expects to incur about $6.7 million in charges related to the layoffs, aiming to improve cost efficiency and align its operating structure. CEO Nima Ghamsari stated that affected employees would receive at least 18 weeks of pay and continued health insurance, among other benefits.
Blend Labs sees nearly $4 billion valuation in its public market debut
Blend Labs debuted on the New York Stock Exchange with a valuation approaching $4 billion. The San Francisco-based company, founded by Nima Ghamsari in 2012, focuses on digitizing the home buying and mortgage application process. This IPO marks another significant entry for a Bay Area company into the public market.
