MARKET WIREReuters • 2h ago
Iran's IRGC Navy says two tankers 'exploded' after hitting mines in Hormuz - ReutersIran's IRGC Navy says two tankers 'exploded' after hitting mines in Hormuz Reuters
Why BLND Stock Traded Steady Today — RQD Quant Desk Flash
$1.16 0.00% NYSE • Live Quote vs Prior Daily Close (Synced Snapshot)
EXT / AFTER-HRS: $1.16
Blend Labs Inc. (Class A) (BLND) carries a Roarable Rating of D+ (Sell) with 58/100 RQD Confidence due to weak cash-flow efficiency and sensitivity to current interest rates. Wait for business cash flow and institutional buying to improve before committing fresh capital.
ROARABLE D+ • SELL / AVOID
Cap $274.4M
INTERACTIVE SCENARIO DECK:
EXT / AFTER-HRS: $1.16 (-0.19%)🧬 Disciplined Float (-0.40% YoY Shares)⚙️ Cash Engine: 12/20 (C-) • 9.3% FCF Margin
Verify 90D Bucket Audit →📊 Historical Track Record: Scores of 58/100 (D+) historically posted market-perform odds over rolling 90-day windows (+0.0% avg 90D alpha vs SPY • 52.7% hit rate — wait for RQD ≥ 70 breakout).
Audit Bucket Track Record →RQD QUANT TACHOMETERSELL / AVOID • D+
JEV AI Jury Split (Battleground)
Cash
SEC
Whale
Impersonal quantitative research (0–100 RQD rubric) — not individualized investment advice. Past performance does not guarantee future results. Full Disclaimer
5-PILLAR SNOWFLAKE RADARRw D+ · Rk C
Each axis scored 0–20
12M PRICE TARGET CONE+0% Base Target
WHALE OPTIONS SNAPSHOT: — (No Active Options Snapshot on file for BLND)Realized 20D OHLCV Swing Band: ±12.5%
Deterministic 5-Pillar Attribution (58/100 Composite)
🔍 WHY BLND SCORES 58/100 (D+) — TOP 3 DRIVERS2 Bullish Pillars + #1 Risk Drag
▲ #1 Bullish Driver: SEC 10-K Forensic Risk+13/20 pts (22% of score)
Altman Z-Score 3.80 (FORTRESS SAFE (>3.0)) • Piotroski F-Score 7/9
▲ #2 Bullish Driver: Macro Regime Fit+13/20 pts (22% of score)
FRED Regime × Technicals: 11% of 52W Range • RSI-14 at 49.9 (NEUTRAL RANGE)
▼ #1 Drag / Risk Factor: Insider Conviction & Share Dilution9/20 pts (-11 pt drag)
Disciplined Float (-0.40% YoY Shares) & executive Form 4 sales trim 11 pts from alignment
📈 PAST 4 QUARTERS RQD vs SUBSEQUENT RETURNQ1 → Q2 → Q3 → Current
Q1 (-3Q)Grade C-$1.00-10% Next Q
50
Q2 (-2Q)Grade C-$0.90+30% Next Q
53
Q3 (-1Q)Grade C$1.17-0.9% Next Q
55
CurrentGrade D+$1.16+0% Hist 90D α
58
Trajectory: C- (50) → D+ (58)Full Audit →
⚔️ ADVERSARIAL OPPOSING CASE & FORENSIC KILL-SWITCH (WHY THE BULL/BEAR THESIS COULD FAIL)GIDEON ASHMERE // FORENSIC SHORT & KILL-SWITCH DOSSIER
⚔️ Adversarial Opposing Case: Why the BLND Bull Thesis Could Fail
Even with a 58/100 (D+) score, BLND faces multiple-compression risk if current valuation multiples re-rate toward historical sector medians or if hyperscaler/enterprise customer concentration slows in upcoming 10-Q filings.
⚠️ Forensic Kill-Switch #1
Company executives have done more routine share selling than personal cash buying lately.
⚠️ Forensic Kill-Switch #2
Dilution & Margin Drag: Disciplined Float (-0.40% YoY Shares) — any gross margin slip below 71.3% triggers an automatic RQD downgrade.
⚠️ Forensic Kill-Switch #3
Technical & Forensic Kill-Switch: A daily close below the 50D SMA ($1.22) or 200D SMA ($1.62) invalidates the momentum regime and cuts Target Base ($1.16) toward Bear Floor ($0.90).
🎲 LIVE PREDICTION MARKET ODDS TIED TO $BLND• $4.8M Crowd Pool • Kalshi / Polymarket Composite
Contract: “BLND Beats Next Quarterly Revenue & EPS Consensus + Hyperscaler AI CapEx Holds Record Pace”
AUTOMATED RQD QUANT DESK MOVER BRIEFINGFull Market News Desk →
Why BLND Stock Traded Steady Today — RQD Quant Desk Flash
Blend Labs Inc. (Class A) (BLND) slipped 0.00% to $1.16, trading at 11% of its 52-week range ($0.88 – $3.44). Stretched risk/reward at current multiples (-35% return on capital) under elevated 10-year interest-rate pressure.
- ▸Technical Tape: Trading at 11% of its 52-week range ($0.88 – $3.44) with RSI-14 at 49.9 (NEUTRAL RANGE).
- ▸Volatility Profile: Historical 20-day realized swing band of ±12.5% around $1.16 (no active unusual options sweep snapshot on file).
- ▸Fundamental Anchor: Roarable D+ (Sell) backed by 73.8% gross margin and $11.5M annual free cash flow.
Live BLND Headlines & Catalysts
MARKET WIRECNBC • 4h ago
Here are 3 big things we're watching in the stock market in the week aheadThe market could use a few victories in the days ahead, which will be filled with more earnings, an election, and jobs data.
MARKET WIRECNBC • 4h ago
Democratic Rep. Stevens endorses Rogers over El-Sayed in Michigan Senate electionHaley Stevens had lost the Democratic nomination for Senate in Michigan to Abdul El-Sayed earlier this year.
RISK WATCHReuters • 6h ago
Israeli strikes kill eight people in Gaza - medics say - ReutersIsraeli strikes kill eight people in Gaza - medics say Reuters
MARKET WIREReuters • 7h ago
Russia's FSB says minor detained over park attack threat after US tip-off - ReutersRussia's FSB says minor detained over park attack threat after US tip-off Reuters
MARKET WIREReuters • 8h ago
Iran, Qatari mediators hold third day of talks to end US-Iran war - ReutersIran, Qatari mediators hold third day of talks to end US-Iran war Reuters
CATALYSTReuters • 8h ago
Qatar surges, bucking Gulf market slide on Iran war concerns - ReutersQatar surges, bucking Gulf market slide on Iran war concerns Reuters
MARKET WIREReuters • 9h ago
OPEC+ keeps December oil output targets steady ahead of tougher call for 2027 - ReutersOPEC+ keeps December oil output targets steady ahead of tougher call for 2027 Reuters
ON-DEMAND RQD QUANT WORKSHOP • SPONSORED / PARTNER SPOTLIGHTHosted by Perry Belcher & Roarable Forensic Quant Desk
Red-Light Warning Desk: Spotting SEC Cash-Flow & Dilution Risks Before Downgrades (Featuring BLND)
- ✓Walkthrough of BLND's RQD Radar, SEC cash-conversion gap & downside invalidation levels
- ✓3 asymmetric Bear/Hedge frameworks when 10-year Treasury yields stay elevated
- ✓Includes nightly RQD rating-change & forensic signal email alerts on your tracked stocks
RQD INSIDER CLUB WAITLIST$49/YR PLANNED
Want Custom AI PineScript / Python Indicators & Priority Rating-Change Alerts?
BLND // CANDLESTICK & AUTO-TRENDLINE WORKSTATION6M: -20.55%📐 HORIZONTAL RANGE
2026-10-30O $1.16H $1.16L $1.08C $1.16VOL 1.64M
RES: $2.39SUP: $0.78SMA50: $1.22SMA200: $1.62
PRIMARY-SOURCE FORENSICS, SECOND-ORDER LINKS & AI ANALYST DESK
BLND Dilution Monitor, Expectations Hurdle, Butterfly Connections & Policy Exposure
Share Count & Dilution Monitor (#25)
Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).
Reverse-DCF Expectations Hurdle (#30)
8.0%/yr Implied 5Y Growth
vs. +6.8% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).
Ellis Vennor Setup Ledger (#33)
No active Ellis Vennor swing setup published on BLND today. View full Setup Ledger →
🦋 Documented & Second-Order Butterfly Connections
Open Graph →
No direct multi-tier Butterfly edges indexed yet for BLND. Explore sector supply chains on /butterfly.
AI Analyst Theses, Washington Policy & Company Video
🎬 No recent verified company-specific video clip queued for BLND today (we never pad ticker pages with unrelated generic clips). Browse Macro Video Desk →
DETERMINISTIC MULTI-FACTOR EQUITY AUDIT • SEC EDGAR XBRL × RQD PEER BENCHMARK
📊 Quantitative Sector Peer Comparison, SEC Filing Delta & Investment FAQ (BLND)
Technology Rank #282 of 714
⚔️ ZIP vs BLND Full Matrix →
1. Head-to-Head Technology Peer Comparison (BLND vs. ZIP, DSC, HUYA, SANG)
Industry: Computer Software: Programming Data Processing (72 Tracked Issuers)Across 714 tracked Technology securities in the Roarable RQD universe, Blend Labs Inc. (Class A) (BLND) ranks #282 by composite RQD confidence (58/100, grade D+) and #452 by equity capitalization ($274.4M). Within this direct 5-issuer industry benchmark cohort, BLND leads on earnings valuation at N/A trailing P/E, while HUYA leads on capital efficiency and profitability with -3.0% ROIC and 13.4% gross margin. DSC currently holds the highest overall quantitative score in the immediate peer group at 62/100 (C) compared with BLND at 58/100 (D+).
| Ticker / Company | Roarable Grade | RQD Score | Trailing P/E | Gross Margin | ROIC | 1D Change | Market Cap | Head-to-Head |
|---|---|---|---|---|---|---|---|---|
| BLND
ACTIVE
Blend Labs Inc. (Class A) | D+ | 58/100 | — | 73.8% | -35.0% | 0.00% | $274.4M | Benchmark Subject |
| ZIP ZipRecruiter Inc. (Class A) | D | 51/100 | — | 89.2% | -5.5% | +2.78% | $364.3M | /zip-vs-blnd → |
| DSC DSC Holdings Ltd. | C | 62/100 | — | — | — | +4.53% | $184.8M | /dsc-vs-blnd → |
| HUYA HUYA Inc. each representing one Class A ordinary share | E | 34/100 | — | 13.4% | -3.0% | -1.42% | $475.0M | /huya-vs-blnd → |
| SANG Sangoma Technologies Corporation | C- | 60/100 | — | — | — | +1.07% | $157.9M | /sang-vs-blnd → |
2. Multi-Year SEC XBRL Revenue, Cash Flow & Balance-Sheet Trajectory (FY2023–FY2025)
SEC EDGAR 10-K • FILED 2025-12-31 • CIK 0001855747In its most recent audited fiscal period (FY2025, filed 2025-12-31), Blend Labs Inc. (Class A) (BLND) reported GAAP revenue of $123.6M (+6.8% vs. FY2024 revenue of $115.8M , and +12.8% cumulative change since FY2023) , GAAP net income of -$6.8M, operating cash flow of $11.5M, and free cash flow of $11.5M (+188.3% YoY). On the balance sheet, BLND closed FY2025 with $170.0M in total assets against $0 in total debt (Altman Z-Score: N/A, Piotroski F-Score: 7/9).
| Fiscal Period | Filing Date | Revenue | Net Income | Operating Cash Flow | Free Cash Flow | Total Assets | Total Debt |
|---|---|---|---|---|---|---|---|
| FY2025 (FY) | 2025-12-31 | $123.6M | -$6.8M | $11.5M | $11.5M | $170.0M | — |
| FY2024 (FY) | 2024-12-31 | $115.8M | -$43.3M | -$13.0M | -$13.0M | $178.1M | — |
| FY2023 (FY) | 2023-12-31 | $109.5M | -$178.7M | -$127.6M | -$127.6M | — | — |
3. BLND Data-Verified Investor FAQ (RQD Rating, Sector Peers, SEC Forensics & Technicals)
✓ SCHEMA.ORG FAQPAGE JSON-LD ENABLEDIs BLND stock a Buy, Hold, or Sell right now according to Roarable's RQD model?
As of 2026-11-01, Blend Labs Inc. (Class A) (NYSE: BLND) is rated D+ (Sell / SELL) by Roarable's 5-pillar RQD engine with a composite confidence score of 58/100 at a spot price of $1.16 (0.00% 1D, market cap $274.4M). Pillar breakdown: Fundamental Cash Engine 12/20, Institutional 13F & Options Flow 11/20, Executive Insider Alignment 13/20, FRED Macro Regime Fit 13/20, and SEC Balance-Sheet Forensics 9/20. Across 714 tracked Technology issuers, BLND ranks #282 in composite RQD confidence.
How does BLND compare to ZIP and DSC in the Technology sector?
Within the Technology sector (Computer Software: Programming Data Processing), BLND carries a Roarable D+ (58/100 RQD), trailing P/E of N/A, gross margin of 73.8%, and ROIC of -35.0%. By comparison, ZIP (ZipRecruiter Inc. (Class A)) holds a D grade (51/100 RQD, P/E N/A, ROIC -5.5%, cap $364.3M) and DSC (DSC Holdings Ltd.) posts a C grade (62/100 RQD, P/E N/A, ROIC —, cap $184.8M). Among the 5-stock peer group, BLND leads on earnings multiple (N/A) while HUYA leads on capital efficiency (-3.0% ROIC).
What are the biggest fundamental strengths and SEC risk factors for BLND?
Per BLND's SEC EDGAR XBRL 10-K filing (FY2025, filed 2025-12-31, CIK 0001855747), Blend Labs Inc. (Class A) generated $123.6M in revenue (+6.8% YoY), -$6.8M in net income, and $11.5M in free cash flow against $170.0M in total assets and $0 in total debt. Key quantitative strengths: Established market leader in Technology with deep daily trading liquidity.. Primary risk factors monitored: Company executives have done more routine share selling than personal cash buying lately.. Institutional options positioning shows a 50% call / 50% put premium split.
Where is BLND trading relative to its 50-day, 200-day, and 52-week technical levels?
BLND last traded at $1.16 (0.00% on volume of 1,180,781 shares), positioning the stock -4.92% below its 50-day simple moving average ($1.22) and -28.40% below its 200-day simple moving average ($1.62). Across its 52-week range of $0.88 to $3.44, BLND sits at the 10.9% percentile with a 14-day RSI of 49.9 (NEUTRAL RANGE) and an implied next-earnings move of ±12.5% ($1.02 to $1.30).
BLND Investor FAQ & Complete 8-Part Research Index
100% OPEN ACCESS • SEC EDGAR × CBOE × FREDWhy is BLND stock moving today?
Why BLND Stock Traded Steady Today — RQD Quant Desk Flash. Stretched risk/reward at current multiples (-35% return on capital) under elevated 10-year interest-rate pressure.