Jun. 29 at 1:33 PM
$BLND
I ran this analysis on GROK this morning:
The probability of Blend Labs being acquired within the next three years (2025–2028) is estimated at 40%, driven by its strategic value as a digital lending platform, strong client base, and industry consolidation trends, tempered by financial losses and mortgage market challenges. A potential buyout price per share is estimated at
$10.00–
$15.00, with a base case of
$12.50 in 2026, based on a P/S multiple of 7.0 and a 40% acquisition premium.
2026 Valuation (Base Case):
Revenue:
$449.2 million
Market cap:
$449.2M * 7.0 =
$3.144 billion
Price per share:
$3.144B / 258.5M =
$12.16
2027 Valuation:
Revenue:
$551.7 million
Market cap:
$551.7M * 7.0 =
$3.862 billion
Price per share:
$3.862B / 258.5M =
$14.94
2028 Valuation:
Revenue:
$677.7 million
Market cap:
$677.7M * 7.0 =
$4.744 billion
Price per share:
$4.744B / 258.5M =
$18.35
