Blend Labs Inc Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
Analyst Coverage
5analysts covering
FY Revenue (est.)
$128.2Mnext fiscal year
FY EPS (est.)
$0.05next fiscal year
Reporting Calendar
| Event | Expected Date |
|---|---|
| Q3 2026 Earnings Release | 5 Nov 2026 |
Monitoring Framework
Key Performance Indicators
Total Revenue Quarterly30.8MTarget: $32.0M - $34.0M
Non-GAAP Operating Income Quarterly4.1MTarget: $5.5M - $6.5M
Economic Value per Funded Loan (evPFL) Quarterly84.0Target: $79 - $80
Autopilot Activated Lenders Quarterly65.0Target: Paid conversion expansion post-trial
Watch Items
- Paid conversion rate of Autopilot AI agent trial usersTrigger: Trial period ends June 30, 2026; paid conversion rate below 50%Action: Re-evaluate pricing model, value proposition, and sales enablement strategies for the agentic AI suite.
- Mortgage interest rate volatility and macroeconomic headwindsTrigger: Average 30-year fixed mortgage rates remaining above 7% through H2 2026Action: Implement further cost-containment measures and accelerate cross-selling of the Consumer Banking Suite to diversify revenue.
- Consumer Banking Suite growth decelerationTrigger: Year-over-year segment growth falling below 10% in consecutive quartersAction: Review product-market fit, enhance marketing campaigns for deposit and home equity products, and optimize partner-driven distribution channels.
Research as of 19 Jun 2026