Is BlackLine Stock a Turnaround Bet After This Fund's New $20 Million Stake?
Potrero Capital Research recently established a new position in BlackLine (BL) by purchasing 370,557 shares valued at $20.49 million, making it one of the fund's top holdings. This significant investment signals a potential turnaround for BlackLine, which provides cloud-based software for accounting automation, despite its shares being down 27.6% over the past year. The company's recent financial performance, including expanding operating margins and growing remaining performance obligations, suggests it is not a shrinking vendor and could appeal to long-term investors.
Blackline stock hits 52-week low at 36.24 USD By Investing.com
Blackline Inc. (BL) stock has fallen to a new 52-week low of $36.24, with shares down 25.62% over the last year and 33% year-to-date. Despite the recent decline, InvestingPro analysis suggests the stock is undervalued and in oversold territory, with net income expected to grow this year. The company recently exceeded Q4 2025 earnings expectations, though analyst opinions on its future growth are mixed, with some lowering price targets while others maintain optimistic ratings due to its potential in the AI software era.
Blackline stock hits 52-week low at 36.24 USD
Blackline Inc.'s stock has fallen to a new 52-week low of $36.24 USD, marking a significant decline of 25.62% over the past year. Despite this, InvestingPro analysis suggests the stock is undervalued and in oversold territory, with net income expected to grow. Recent analyst ratings for BlackLine vary, with some lowering price targets due to growth concerns, while others maintain positive outlooks, citing strong positioning for the AI software era.
Down 30% In 3 Months, Can BlackLine Stock Recover in 2026?
BlackLine (BL) delivered strong Q4 2025 results with 8% revenue growth and raised 2026 guidance, driven by AI-powered platform adoption and multiyear renewals. The company's strategic shift to platform pricing and AI agents is enhancing customer relationships and operational efficiency. Despite a recent 30% stock drop, analysis suggests BL stock could reach $52 by December 2028, offering a 39% total return or 12% annual growth over 2.9 years, based on continued execution.
BlackLine targets 9–9.6% revenue growth for 2026 as platform adoption accelerates
BlackLine projects a revenue growth of 9–9.6% for 2026, driven by an acceleration in platform adoption and strategic expansion initiatives. The company's focus on enhancing its financial close and accounting automation solutions is expected to contribute to this sustained growth.
Autodesk, Datadog, Atlassian, C3.ai, and BlackLine Shares Plummet, What You Need To Know
Shares of several software companies, including Autodesk, Datadog, Atlassian, C3.ai, and BlackLine, fell significantly due to investor fears that new "agentic AI" tools could disrupt traditional Software-as-a-Service (SaaS) business models. The market's "AI Panic" was triggered by the release of advanced AI models from Anthropic and OpenAI, which are seen as potentially dismantling established software frameworks by commoditizing workflows and making legacy licensing models obsolete. C3.ai, in particular, experienced high volatility and a substantial year-to-date decline, highlighting the market's aggressive repricing of the software application layer in response to the AI boom.
5 Insightful Analyst Questions From BlackLine's Q4 Earnings Call
BlackLine (BL) reported Q4 results that met revenue expectations, driven by strong enterprise performance and platform pricing adoption. The CEO highlighted a shift to larger, long-term contracts and increased traction for their CFO solutions. This article focuses on key analyst questions from the earnings call, covering topics such as remaining performance obligations, AI adoption, platform pricing acceleration, shareholder value creation, and product strategy informed by customer feedback.
BlackLine's (NASDAQ:BL) Soft Earnings Are Actually Better Than They Appear
Despite reporting soft profit numbers, an analysis of BlackLine's (NASDAQ:BL) financial statements suggests its underlying earnings power is understated. The company had a negative accrual ratio of -0.23, indicating its free cash flow significantly exceeded its reported profit. Additionally, unusual items reduced BlackLine's profit by US$20m, which, when accounted for, implies a stronger financial performance than initially perceived.
Public Sector Pension Investment Board Purchases 26,437 Shares of BlackLine $BL
The Public Sector Pension Investment Board has increased its stake in BlackLine (NASDAQ:BL) by 15.0%, adding 26,437 shares to own a total of 202,803 shares valued at approximately $10.77 million. Other institutional investors like Geneva Capital and Norges Bank also expanded their positions, bringing total institutional ownership to 95.13%. Despite BlackLine beating quarterly EPS estimates and providing positive FY2026 guidance, analysts maintain a consensus "Hold" rating with an average price target of $57.85, while the stock currently trades around $38.61.
Blackline stock hits 52-week low at 40.65 USD By Investing.com
Blackline Inc. stock recently hit a 52-week low of 40.65 USD, currently trading just above this at $41.19, reflecting a significant decline of -19.32% over the past year and -24.22% year-to-date. This downturn highlights volatility and market pressures, despite the company reporting fourth-quarter 2025 earnings that surpassed Wall Street expectations. Analyst ratings are mixed, with some lowering price targets and reiterating "Sell," while others maintain "Market Outperform" ratings due to potential in the AI software era.
BlackLine (BL) Margin Compression To 3.5% Tests Bullish Earnings Growth Narratives
BlackLine (BL) concluded FY 2025 with Q4 revenue of US$183.2 million and a net income margin of 3.5% for the trailing twelve months, significantly down from 24.7% in the prior year. Despite this margin compression and volatile EPS, the company projects earnings growth of 48.8% per year. The article highlights both bullish arguments, supported by a DCF fair value significantly above the current share price, and bearish concerns regarding the high P/E ratio and sustained margin pressures.
Shopify, Upstart, 8x8, BlackLine, and Asure Software Stocks Trade Down, What You Need To Know
Several tech stocks, including Shopify, Upstart, 8x8, BlackLine, and Asure Software, experienced declines in the afternoon session. This broad sell-off was driven by investors becoming more selective in the AI boom and a stronger-than-expected U.S. jobs report, which pushed back expectations for Federal Reserve interest rate cuts to July. Higher interest rates are a headwind for growth-oriented software companies, leading to re-evaluation of their valuations, with specific concerns about AI's potential to disrupt traditional software models also impacting some stocks like Upstart.
Analysts Have Conflicting Sentiments on These Technology Companies: BlackLine (BL), Sequans Communications S A (SQNS) and MNTN, Inc Class A (MNTN)
The article discusses differing analyst sentiments on three technology companies: BlackLine (BL), Sequans Communications S A (SQNS), and MNTN, Inc Class A (MNTN). While BlackLine received a "Hold" rating from D.A. Davidson with a moderate buy consensus, Sequans Communications S A garnered a "Buy" rating from B. Riley Securities leading to a strong buy consensus. MNTN, Inc Class A was assigned a "Buy" rating by Needham, resulting in a moderate buy consensus.
Blackline stock hits 52-week low at 40.65 USD
Blackline Inc. stock has recently reached a 52-week low of $40.65, significantly declining by 19.32% over the past year and 24.22% year-to-date. This downturn reflects broader challenges in the financial software sector, despite BlackLine Inc. surpassing Q4 2025 earnings expectations. Analyst ratings are varied, with some lowering price targets due to growth concerns, while others maintain outperform ratings, citing potential in AI software.
Citigroup Maintains Buy on BlackLine (BL), Lowers Price Target to $60
Citigroup has reaffirmed its Buy rating for BlackLine (BL) but has reduced its price target from $70 to $60, a 14.29% decrease, based on updated performance expectations. This adjustment comes amidst other recent analyst rating changes, including lowered price targets from Rosenblatt and a downgrade from Baird, while Morgan Stanley and JMP Securities maintained or raised their targets. The average one-year price target from 14 analysts is $57.11, implying a 36.37% upside from BlackLine's current price of $41.88.
BlackLine (BL) Analyst Maintains Neutral Rating, Lowers Price Ta
DA Davidson analyst Lucky Schreiner has maintained a Neutral rating on BlackLine (BL) but lowered the price target from $56.00 to $45.00, representing a 19.64% decrease. This adjustment follows several other recent changes in analyst ratings and price targets for BlackLine. The average target price from 14 analysts is $57.11, suggesting a potential upside of 36.37% from its current price, while GuruFocus estimates a fair value of $75.31.
Citigroup Has Lowered Expectations for BlackLine (NASDAQ:BL) Stock Price
Citigroup has reduced its price target for BlackLine (NASDAQ:BL) from $70 to $60, while maintaining a "buy" rating, citing weak Q1 guidance and an activist proxy fight despite a Q4 earnings beat. The company's stock is currently trading near $41.99, and institutional investors have been adjusting their positions, with BlackLine (NASDAQ:BL) reporting strong Q4 results but facing concerns about GAAP profitability and cash flow. Other analysts have offered mixed ratings, with a consensus "Hold" rating and an average price target of $57.85 for BlackLine (NASDAQ:BL).
These Analysts Slash Their Forecasts On BlackLine Following Q4 Results
BlackLine (NASDAQ: BL) reported better-than-expected Q4 earnings and sales but issued a weak forecast for the first quarter, causing its shares to dip. Following these results, several analysts, including those from Cantor Fitzgerald, Citigroup, and DA Davidson, lowered their price targets for BlackLine. Despite the weak Q1 outlook, the CEO highlighted record bookings and strategic transformations contributing to solid results, emphasizing continued focus on execution for revenue growth and operating margin expansion in 2026.
Citizens reiterates Market Outperform rating on BlackLine stock
Citizens has reiterated its Market Outperform rating and a $70.00 price target on BlackLine (NASDAQ:BL), noting the company's strong position for the transition to the AI software era and its enterprise-grade platform. Despite a high P/E ratio, analysis suggests BlackLine is undervalued, boasts solid financial health, and has potential strategic value, evidenced by a reported acquisition bid from SAP and aggressive share buybacks. The company recently beat Q4 2025 earnings expectations, though Morgan Stanley adjusted its price target to $68.
BlackLine, Inc. (NASDAQ:BL) Q4 2025 earnings call transcript
This article provides the Q4 2025 earnings call transcript for BlackLine, Inc. (NASDAQ:BL). It summarizes the company's financial performance and discussions during the quarterly call.
BlackLine, Inc. (NASDAQ:BL) Q4 2025 Earnings Call Transcript
BlackLine, Inc. reported strong Q4 2025 results, with Q4 EPS of $0.63 beating expectations and full-year bookings growth of 22%. The company emphasized its strategic shift towards a unified intelligent platform for CFOs, evidenced by platform adoption, growth in large enterprise deals, and the integration of AI-powered "Verity" agents. BlackLine's Q4 revenue grew 8% to $183 million, and it provided a positive outlook for 2026, anticipating continued double-digit revenue growth and operating margin expansion, driven by its platform strategy and new AI offerings.
BlackLine (NASDAQ:BL) Given "Buy" Rating at Rosenblatt Securities
Rosenblatt Securities reiterated a "Buy" rating for BlackLine (NASDAQ:BL) with a $62 price objective, indicating a potential 39.9% upside. This comes after BlackLine exceeded Q4 earnings expectations but issued lower-than-expected Q1 2026 EPS guidance, which has tempered near-term investor sentiment. The company is also facing a proxy campaign from Engaged Capital and declining GAAP cash flow metrics, despite showing positive signs in revenue growth and product adoption.
BlackLine (BL) Stock Trades Down, Here Is Why
Shares of BlackLine (NASDAQ:BL) fell 5% after its Q4 2025 report revealed a drop in customers and a significant decline in free cash flow margin, despite meeting revenue and beating adjusted EPS expectations. The decrease of 30 customers and a free cash flow margin drop to 10.9% overshadowed positive profit metrics. The company's Q1 guidance also missed expectations, contributing to the stock's 21.9% year-to-date decline.
BlackLine Inc (NASDAQ:BL) Posts Q4 Earnings Beat, Provides Strong 2026 Guidance
BlackLine Inc (NASDAQ:BL) reported Q4 2025 non-GAAP EPS of $0.63, beating analyst estimates, but revenue of $183.2 million slightly missed expectations. Despite the revenue miss, the company's stock rose over 3% in after-market trading due to an optimistic 2026 revenue forecast of $764 million to $768 million, which is above current analyst estimates. BlackLine highlighted record bookings, strong customer retention, and strategic advancements like the WiseLayer acquisition and Google Cloud migration as key drivers for future growth.
Blackline Inc. (BL) Tops Q4 EPS by 4c
Blackline Inc. (BL) reported strong fourth-quarter earnings, with EPS of $0.63, exceeding analyst estimates by $0.04. The company's revenue for the quarter also surpassed expectations, reaching $183.18 million against a consensus estimate of $182.98 million. This performance indicates a positive financial quarter for Blackline Inc.
BlackLine, Inc. Reports Fourth Quarter and Full Year 2025 Financial Results, Highlights Record Bookings and Strategic Transformation Efforts
BlackLine, Inc. announced its Q4 and full year 2025 financial results, reporting increased GAAP revenues and record bookings, driven by strategic initiatives like Studio360 enhancements and the launch of Verity AI. While GAAP net income decreased significantly for Q4 2025 compared to Q4 2024, non-GAAP net income rose, and the company expanded its global presence, including an acquisition to boost AI capabilities. BlackLine provided Q1 and full-year 2026 revenue guidance, reflecting a focus on disciplined execution and continued growth.
BlackLine, Inc. Reports Fourth Quarter and Full Year 2025 Financial Results, Highlights Record Bookings and Strategic Transformation Efforts
BlackLine, Inc. announced its financial results for Q4 and the full year 2025, reporting GAAP revenues of $183.2 million and $700.4 million, respectively, marking increases of 8.1% and 7.2% year-over-year. The company achieved record bookings, driven by strategic initiatives like Studio360 enhancements and the launch of Verity AI, but saw a significant drop in GAAP net income for Q4 2025 compared to Q4 2024. For Q1 2026, BlackLine projects GAAP revenue between $180 million and $182 million, emphasizing disciplined execution for future growth.
BlackLine Announces Fourth Quarter and Full Year 2025 Financial Results
BlackLine, Inc. announced its financial results for the fourth quarter and full year ended December 31, 2025, highlighting a strategic transformation with record bookings and solid revenue growth. The company reported GAAP revenues of $183.2 million for Q4 and $700.4 million for the full year 2025, alongside guidance for 2026, including expected total GAAP revenues between $764 million and $768 million. Key achievements include expanding its customer base, acquiring WiseLayer for AI capabilities, and global cloud footprint expansion.
Blackline earnings on deck as activist pressure intensifies
Blackline Inc. is set to report its fourth-quarter earnings, which analysts anticipate will improve sequentially with earnings of 59 cents per share on $183 million in revenue. This report is critical as the company faces slowing growth and a proxy battle with activist investor Engaged Capital. Investors will be scrutinizing Blackline's path to reaccelerate revenue growth, customer new additions and retention, and the effectiveness of its AI strategy following the WiseLayer acquisition, all of which will influence future stock performance and address activist concerns.
BlackLine: Q4 Earnings Snapshot
BlackLine, Inc. (BL) reported strong performance in its fourth quarter, with earnings of $4.9 million and adjusted profit of 63 cents per share, surpassing Wall Street estimates. The company also exceeded revenue forecasts, posting $183.2 million for the quarter and $700.4 million for the full year. BlackLine provided optimistic guidance for the upcoming quarter and full year, despite its shares declining by 20% since the beginning of the year.
Engaged Capital Targets BlackLine Board As Shares Lag Analyst Valuations
Activist investor Engaged Capital has nominated three candidates to BlackLine's Board of Directors, seeking to influence company direction and governance. This move follows BlackLine's recent weak share performance, with significant declines over the past month, year, and several years. Analysts consider BlackLine undervalued, but the activist involvement suggests a push for changes in capital allocation, operations, and profitability amidst a drop in profit margins.
Earnings To Watch: BlackLine (BL) Reports Q4 Results Tomorrow
BlackLine (NASDAQ:BL) is set to report its Q4 results after market close on Tuesday. Analysts are anticipating revenue growth of 8% year-on-year to $183 million, with adjusted earnings of $0.59 per share. The company has a history of exceeding revenue estimates, though its stock and the finance and HR software sector have recently seen declines amid market volatility.
BlackLine Inc (BL) Stock Price Down 3.1% on Feb 9
Shares of BlackLine Inc (BL) dropped 3.10% in mid-day trading on February 9th, closing at $42.53. Wall Street analysts have an average target price of $60.18, suggesting a 41.51% upside, while GuruFocus estimates a fair value of $75.32. The average brokerage recommendation for BL is "Hold."
Earnings To Watch: BlackLine (BL) Reports Q4 Results Tomorrow
BlackLine (BL) is set to report its Q4 results this Tuesday after market close. Analysts expect revenue growth of 8% year-on-year to $183 million and adjusted earnings of $0.59 per share. The company has a history of exceeding revenue estimates, but its stock price has been affected by recent market volatility, similar to its peers in the finance and HR software segment.
The Truth About BlackLine Inc: Is This ‘Boring’ Finance Tech Actually a Hidden Power Play?
BlackLine Inc, a company specializing in cloud-based financial automation software, is presented as a potentially underrated investment despite its "boring" niche. The article highlights its sticky subscription model, alignment with automation trends, and focus on essential finance and accounting processes as key strengths. While not a "hype rocket," BlackLine is portrayed as a stable, long-term compounder for investors willing to look beyond viral trends.
The Truth About BlackLine Inc: Is This ‘Boring’ Finance Tech Actually a Hidden Power Play?
BlackLine Inc. (BL) offers cloud-based software for finance automation, helping companies with account reconciliations and closing books. While not a "hype rocket" or consumer-facing app, it's a subscription-based, sticky business aligned with automation and AI trends, making it a potential long-term compounder for investors prioritizing stable growth over viral mania. The article discusses its business model, competitive landscape, and investment potential, positioning it as a "boring but powerful" tech stock.
Engaged Capital Targets BlackLine Board As Performance Questions Grow
Engaged Capital has nominated three new director candidates for BlackLine's 2026 Annual Meeting, signaling a potential proxy contest and raising questions about the company's long-term direction and board composition. This action comes amidst BlackLine's recent stock underperformance, with shares down significantly over the past week, month, and year-to-date. Investors are now focused on how this potential contest might influence BlackLine's strategic priorities, capital allocation, and its position against larger software competitors.
monday.com, Braze, Doximity, Freshworks, and BlackLine Shares Plummet, What You Need To Know
Shares of several software companies, including monday.com, Braze, Doximity, Freshworks, and BlackLine, fell significantly after new AI models from Anthropic and OpenAI raised concerns about AI's ability to cannibalize traditional software and render legacy licensing models obsolete. These new "agentic" AI platforms threaten to commoditize sophisticated workflows, leading to a market repricing of software application layers. Despite the market overreaction, these price drops could present buying opportunities for high-quality stocks.
Engaged Capital Targets BlackLine Board As Performance Questions Grow
Activist investor Engaged Capital has nominated three new director candidates for BlackLine's 2026 Annual Meeting, signaling a potential proxy contest due to the company's weak recent stock performance. This move follows previous activism and a rejected takeover proposal, raising questions about BlackLine's future priorities, capital allocation, and governance, especially given competitive pressures from larger software companies. Investors will be watching for concrete proposals from Engaged Capital and BlackLine's response, as well as the potential impact on the company's long-term direction and shareholder value.
Paylocity, Qualys, 8x8, BlackLine, and AppLovin Shares Plummet, What You Need To Know
Shares of Paylocity (PCTY), Qualys (QLYS), 8x8 (EGHT), BlackLine (BL), and AppLovin (APP) all experienced significant drops in the afternoon session due to investor fears about artificial intelligence disruption, leading to a broad "basket-style reaction." The article highlights that these large price drops can present buying opportunities for high-quality stocks and details a previous controversy surrounding AppLovin regarding allegations of illicit funds and money laundering. AppLovin's stock has been particularly volatile, experiencing a 27% decline since the beginning of the year.
Activist Engaged Capital demands BlackLine's books, records
Activist investor Engaged Capital is demanding access to BlackLine's books and records. The firm, which owns a 4.6% stake in BlackLine, has cited concerns about the company's financial performance, executive compensation, and corporate governance practices. Engaged Capital's action signals a potential push for changes at the company.
Paylocity, Qualys, 8x8, BlackLine, and AppLovin Shares Plummet, What You Need To Know
Shares of several software companies, including Paylocity, Qualys, 8x8, BlackLine, and AppLovin, significantly dropped after fears emerged that AI could disrupt their markets. This broad-based sell-off was exacerbated by AI company Anthropic releasing automation tools for the legal profession, suggesting that no software niche is safe from AI productization. Additionally, AppLovin faces volatility, partly due to a short-seller report alleging ties to illicit funds and money laundering.
Engaged Capital nominates three directors to BlackLine board
Investment firm Engaged Capital has nominated three director candidates for BlackLine, Inc.'s board ahead of the company's 2026 annual meeting. This announcement follows a 14.78% drop in BlackLine's shares over the past week, making them appear undervalued despite a P/E ratio of 40.13. BlackLine has engaged in seven discussions with Engaged Capital over the last year, and Lead Independent Director David Henshall stated the board's commitment to exploring value creation for stockholders.
Federated Hermes Inc. Purchases 93,544 Shares of BlackLine $BL
Federated Hermes Inc. significantly increased its stake in BlackLine (NASDAQ:BL) during the third quarter, purchasing an additional 93,544 shares to bring its total holding to 134,524 shares, valued at approximately $7.14 million. Other institutional investors like Schwartz Investment Counsel and Marshall Wace also raised their positions in the technology company, which now has 95.13% institutional ownership. Analysts currently rate BlackLine as a "Hold" with an average target price of $59.83, following consistent Q3 EPS and positive FY2025 guidance.
BlackLine (BL) Faces Board Challenge as Engaged Capital Nominates Directors
Activist investor Engaged Capital has nominated three new board members for BlackLine (BL) following its previous push for the company to consider a sale. BlackLine, a software company providing financial accounting solutions, saw its stock rise by 1.7% after the nominations. Despite some financial stress indicated by an Altman Z-Score of 1.99 and ROIC below WACC, the company maintains a strong gross margin and a healthy Piotroski F-Score.
Three new director candidates head for BlackLine’s 2026 board vote
Engaged Capital has formally nominated three independent director candidates (Storm Duncan, Christopher Hallenbeck, and Christopher L. Young) for election to BlackLine, Inc.'s board at its 2026 Annual Meeting of Stockholders. This action aims to provide stockholders with alternative directors focused on maximizing stockholder value and evaluating strategic options. BlackLine has confirmed only three board seats are up for election, including one currently held by founder Therese Tucker.
Engaged Capital nominates three directors to BlackLine board By Investing.com
Engaged Capital has nominated three director candidates to BlackLine's board for election at the company's 2026 annual meeting. This move comes as BlackLine's shares have fallen recently and appear undervalued. The board will review the nominations, and director Tom Unterman will not seek re-election, reducing the board size.
BlackLine Inc Confirms Director Nominations for 2026 Annual Meeting
BlackLine Inc announced on February 2, 2026, that it received director nominations from Engaged Capital for its upcoming Annual Meeting. The company's Board will review the three nominated candidates according to established guidelines, and stockholders are not required to take immediate action. Post-meeting, the Board's size is set to decrease from 12 to 11 directors, as BlackLine remains focused on enhancing stockholder value.
Engaged Capital targets three BlackLine (NASDAQ: BL) board seats with new slate
Engaged Capital has initiated a board challenge at BlackLine, Inc. by nominating three independent director candidates for election at BlackLine's 2026 annual meeting. The activist investor aims to secure all three board seats up for election, including one held by founder Therese Tucker, to influence strategic options for the company. Engaged Capital Flagship Master Fund, LP beneficially owns over 1 million shares of BlackLine common stock and plans to file a preliminary proxy statement to support its campaign.
BlackLine Confirms Engaged Capital's Nomination of Three Director Candidates for 2026 Annual Meeting
BlackLine has confirmed that Engaged Capital has nominated three director candidates for the 2026 Annual Meeting of Stockholders. The company's Nominating and Corporate Governance Committee will review these nominees, and the Board plans to reduce its size from 12 to 11 directors following a resignation. BlackLine has had ongoing discussions with Engaged Capital to enhance stockholder value and will provide updates on strategic initiatives during an upcoming earnings call.
