BlackLine Inc (BL) Shares Fall 6.2% -- What GF Score of 60 Tells Investors
BlackLine Inc (BL) shares fell 6.2% to $28.94, yet GuruFocus assesses it as significantly undervalued with a GF Value™ of $63.33, indicating a 54.3% margin of safety. Despite this, a GF Score™ of 60/100, driven by strong growth but weak valuation and momentum scores, along with an absence of insider buying, suggests caution due to potential value trap risks. Investors are advised to carefully consider the company's future growth against market sentiment.
Asana, Atlassian, and BlackLine Shares Are Falling, What You Need To Know
Shares of Asana, Atlassian, and BlackLine fell following Intuit's significant drop, which reignited concerns that generative AI could disrupt traditional SaaS business models. Intuit's decline was driven by a weaker long-term outlook for TurboTax and workforce reductions under an "AI restructuring" banner, causing analysts to cut price targets. The market reaction suggests a structural rerating of SaaS companies amidst fears that AI could commoditize their core services, despite previous optimism that these companies could integrate rather than be replaced by AI.
[Form 4] BLACKLINE, INC. Insider Trading Activity
BLACKLINE, INC.'s Chief Accounting Officer, Michelle D. Stalick, reported routine share dispositions due to tax withholding, rather than market sales. On May 20, 2026, 871 shares were withheld at $30.84 per share to cover tax liabilities from restricted stock unit vesting. Following these transactions, she directly held 37,871 shares, which also include 459 shares acquired through an Employee Stock Purchase Plan.
[Form 4] BLACKLINE, INC. Insider Trading Activity
BLACKLINE, INC.'s Chief Technology Officer, Jeremy Ung, reported routine tax-related share withholdings on May 20, 2026. A total of 2,263 shares of common stock were disposed of at $30.84 per share to cover tax obligations stemming from the vesting of restricted stock units. After these transactions, Ung directly holds 137,944 shares of BlackLine common stock, with the dispositions categorized as tax-withholding events rather than open-market sales.
Therese Tucker (BL) has shares withheld for RSU tax obligations
BLACKLINE, INC. founder and director Therese Tucker recently reported a routine share disposition where 6,663 shares of common stock were withheld to cover tax obligations arising from vesting restricted stock units. These shares, valued at $30.84 each, were not sold in the open market but were used to satisfy her tax liability. The filing also highlights her significant indirect holdings in BlackLine through various family and estate-planning trusts, detailing how her ownership is distributed across multiple entities.
BlackLine’s SWOT analysis: stock faces strategic crossroads amid growth targets
BlackLine, a provider of financial close and accounting automation solutions, is at a strategic crossroads due to stock underperformance, ambitious growth targets, and potential acquisition interest from SAP. The company has formed an independent strategic committee to evaluate its options, while its stock has declined 44% year-to-date through November 2025 despite appearing undervalued. BlackLine aims for 20% bookings growth by fiscal year 2026 and to achieve its target operating model by fiscal year 2027, with strategic partnerships and a strong market position supporting its long-term potential.
Insider Sell: Michelle Stalick Sells Shares of BlackLine Inc (BL)
Michelle Stalick, Chief Accounting Officer at BlackLine Inc, recently sold 459 shares of the company, bringing her total ownership to 38,014 shares. This transaction is part of a trend for Stalick, who has sold 1,918 shares in the past year without any purchases, and follows a pattern of 1 insider buy against 6 insider sells for BlackLine Inc over the same period. Despite the insider selling, BlackLine Inc appears significantly undervalued with a price-to-GF-Value ratio of 0.48, trading at $30.26 against a GuruFocus Value of $63.32.
BlackLine CAO Michelle Stalick sells $13,887 in common stock
Michelle D Stalick, Chief Accounting Officer at BlackLine, Inc. (BL), sold 459 shares of the company's common stock for $13,887 on May 18, 2026. This transaction occurred while BlackLine's stock was trading near its 52-week low. The sale follows recent mixed analyst ratings and the company's Q1 2026 earnings, which surpassed expectations.
BlackLine (BL) CAO records small open-market sale of 459 shares
Michelle D. Stalick, Chief Accounting Officer of BlackLine (BL), sold 459 shares of Common Stock in an open-market transaction at $30.255 per share on May 18, 2026. After this sale, she directly holds 38,014 shares, indicating a relatively small reduction in her overall position. The transaction is considered a routine portfolio move rather than a transformational event, according to an equity analyst.
BlackLine Announces Participation in Upcoming Investor Conferences
BlackLine, Inc. (Nasdaq: BL) announced its participation in two upcoming investor conferences: the Baird 2026 Global Consumer, Technology & Services Conference on June 2, 2026, and the William Blair 46th Annual Growth Stock Conference on June 3, 2026. Management team members will attend, and webcasts will be available on the company's investor relations website. BlackLine is a platform for the Office of the CFO, focusing on digital finance transformation and leveraging AI for financial operations.
BlackLine stock (US09239B1098): Q2 sales topped estimates as shares jumped
BlackLine shares rose following a stronger-than-expected Q2 2025 revenue report, which saw sales up 7.2% year-over-year to $172 million. The accounting software provider's performance reinforces its position among U.S. investors, who closely monitor enterprise software companies focused on efficiency gains. The stock's direction will continue to depend on execution, customer demand, and the broader market's interest in enterprise software.
BlackLine Up Over 10%, on Pace for Largest Percent Increase Since August 2024 -- Data Talk
BlackLine (BL) is experiencing a significant surge, with its stock up over 10% and poised for its largest percentage increase since August 2024. This notable rise indicates strong positive market movement for the company.
BlackLine Inc stock (US09239B1098): earnings update and automation story in focus
BlackLine Inc has released its latest quarterly figures and updated its outlook, drawing attention to its cloud-based finance automation solutions amidst a fluctuating software valuation landscape. The company specializes in automating finance and accounting processes, emphasizing recurring subscription revenue and strategic investments in product development while balancing growth with profitability. For investors, BlackLine offers exposure to enterprise software trends focused on financial digital transformation, with ongoing execution closely monitored given the dynamic nature of software valuations and customer budgets.
BlackLine (BL) price target decreased by 18.63% to 44.56
This article reports a significant decrease in the price target for BlackLine (BL) by 18.63%, setting the new target at $44.56.
BlackLine (BL) CEO Ryan Owen makes bona fide 250-share stock gift
BlackLine (BL) CEO Ryan Owen reported a bona fide gift of 250 shares of common stock, a small amount relative to his total holdings of 404,310 shares. This transaction, indicated by an SEC Form 4 filing, involved no cash consideration and is considered neutral in terms of market signaling.
BlackLine: The Kind Of Entrenched Software That Won’t Get Replaced (Upgrade) (NASDAQ:BL)
BlackLine has been upgraded to a "Buy" due to its compelling value after a significant share price decline. The company's specialized accounting software is resilient to AI disruption and serves critical financial processes, with less than 2% penetration of a large $45 billion total addressable market. BlackLine exhibits high single-digit revenue growth and improving operating margins, positioning it for potential future growth.
There May Be Reason For Hope In BlackLine's (NASDAQ:BL) Disappointing Earnings
BlackLine's recent earnings report initially appeared disappointing to shareholders. However, an analysis of the company's accrual ratio and the impact of unusual items suggests that its underlying earnings potential might be better than the statutory profit indicates. The negative accrual ratio and the one-off nature of unusual expenses point to a potentially stronger profitability outlook for BlackLine.
BlackLine Inc (BL) Shares Surge 6.4% -- What GF Score of 60 Tells Investors
BlackLine Inc (BL) shares recently surged by 6.4% but have seen significant year-to-date and annual declines. Despite being deemed undervalued by the GF Value™ at $26.84 compared to an estimated $63.28, the company's GF Score™ of 60 indicates above-average quality, primarily driven by strong growth prospects but offset by weak valuation and momentum. Investors are advised to exercise caution due to a potential value trap and the absence of insider transactions in the last three months.
BlackLine: Rating Downgrade As Timeline For Revenue Growth Acceleration Becomes Uncertain
BlackLine (BL) has been downgraded to a hold rating despite product progress, as the expected acceleration in revenue growth has not materialized. While Q1 saw revenue up about 10% year-over-year and strong deal metrics, annual recurring revenue (ARR) growth remained weak at 8.5% year-over-year. The company's platform pricing and AI adoption are moving forward, but the timing for monetization and scaled deployment of AI remains uncertain.
BlackLine Stock Has Fallen 50%. One Fund Just Sold Its Entire $13 Million Position
PSquared Asset Management sold its entire stake in BlackLine (BL), valued at $13.12 million, in the first quarter of 2026, as noted in an SEC filing. This divestment comes as BlackLine's stock has dropped 50% over the past year, despite the company reporting improvements in revenue and operating margin. While the underlying business is improving and management is pushing AI-powered automation, the market is seeking clear proof of AI as a growth driver.
BlackLine, Upland Software, ServiceNow, Strategy, and AppLovin Stocks Trade Up, What You Need To Know
Several software stocks, including BlackLine, Upland Software, ServiceNow, Strategy, and AppLovin, saw significant jumps after Cisco Systems reported robust earnings and an upgraded annual revenue forecast. Cisco's positive results, driven by strong demand for AI infrastructure from hyperscaler clients, fueled optimism across the tech sector, benefiting companies that supply essential networking hardware. Upland Software, despite a recent dip due to higher-than-expected CPI data, experienced a substantial spike, reflecting the market's reaction to the broader positive tech sentiment.
BL (NASDAQ: BL) insider sales — Two parties sold 10,000 shares each
BL (BlackLine, Inc.) reported insider sales via Form 144, indicating two dispositions of Common Stock on May 12, 2026. Thomas Unterman and The Etu Rustic Canyon Trust each sold 10,000 shares for approximately $269,450.09 and $270,552.12, respectively. The filing provides details on the securities sold, including previous acquisition methods like stock option exercises and restricted stock vesting.
Number of shareholders of BlackLine, Inc. – NASDAQ:BL
The article concerns the number of shareholders of BlackLine, Inc. (NASDAQ: BL), a company in the packaged software sector. It appears to be a page from a financial data platform like TradingView, providing an overview of the company's financial information without detailing specific shareholder numbers. The content mostly consists of navigation, disclaimers, and links to various features of the platform.
Why BlackLine (BL) Remains in Play After Activist Pressure
BlackLine, Inc. (NASDAQ:BL) remains an attractive M&A target stock following strong Q1 2026 results and guidance for full-year revenue and operating margin growth. The company's strategic committee is exploring a potential merger or sale after a settlement with activist investor Engaged Capital, and had previously rejected a $4.5 billion offer from SAP. Despite its potential, the article suggests that other AI stocks might offer higher returns in a shorter time frame.
BlackLine (BL) Coverage Reinstated with Underperform Rating and $26 Target
Bank of America has reinstated coverage on BlackLine Inc. (BL) with an "Underperform" rating and a $26 price target, citing concerns about high sales and marketing expenses, constrained billing growth, and a lack of significant catalysts for stock price appreciation. This assessment comes despite BlackLine's robust platform, highlighting risks for investors due to the company's high P/E ratio, moderate GF Score of 65, and recent insider selling.
BlackLine Inc stock (US09239B1098): BofA reinstates Underperform rating
BofA Securities reinstated its coverage of BlackLine Inc (BL) with an "Underperform" rating and a $26 price target on May 12, 2026. This decision was based on concerns over sales pressures, despite the company's strong renewal rates, high gross margins, and significant penetration among Fortune 100 companies. The report highlights BlackLine's position as a key player in cloud accounting automation, while noting that investors will be monitoring the company's execution amid market dynamics.
BL (NASDAQ: BL) affiliate files to sell 20,000 shares in Form 144
An affiliate of BL (NASDAQ: BL) has filed a Form 144 to sell 20,000 shares of common stock through Fidelity Brokerage Services LLC on May 12, 2026. This filing is an administrative disclosure required for affiliates intending to sell restricted or control securities under Rule 144. The filing also details prior issuances and exercises, including a 10,000 option exercise in 2013 and restricted stock vestings in 2020 and 2024.
BlackLine (NasdaqGS:BL) Stock Forecast & Analyst Predictions
BlackLine (NasdaqGS:BL) is forecast to grow earnings and revenue by 55.7% and 10% per annum respectively, with EPS expected to grow by 44.7% annually. The company recently released strong Q1 2026 earnings, exceeding analyst expectations, and surpassed its prior full-year adjusted EPS guidance. BlackLine is actively incorporating AI into its financial operations through the new Agentic Financial Operations model and has expanded its AI capabilities, while also undergoing board changes and share repurchase programs.
BofA Securities reinstates BlackLine stock with underperform rating
BofA Securities has reinstated coverage on BlackLine Inc. (NASDAQ:BL) with an Underperform rating and a price target of $26.00. Despite the company surpassing first-quarter 2026 earnings expectations, the firm cited concerns over sales and marketing costs, limited billings growth prospects, and an unattractive risk-reward profile even at a discounted valuation. Other analysts, Cantor Fitzgerald and DA Davidson, also lowered their price targets, maintaining Neutral ratings due to margin concerns and steady execution.
5 Insightful Analyst Questions From BlackLine’s Q1 Earnings Call
BlackLine's Q1 2026 earnings showed mixed results, with revenue and adjusted profit exceeding expectations despite a negative market response and a decline in customer count. Management highlighted insights from their Q1 earnings call, focusing on analyst questions regarding Verity AI adoption, customer commitment drivers, public sector opportunities with SAP, platform pricing, and European demand trends. These questions delved into the company's strategic initiatives and market challenges.
Blackline stock hits 52-week low at $28.75 amid challenging year
Blackline Inc.'s stock has fallen to a 52-week low of $28.75, representing a 42.46% decline over the past year due to market pressures and company-specific challenges, despite recent Q1 2026 earnings surpassing expectations. Analysts have, however, lowered price targets due to margin concerns, even with revenue growth. InvestingPro analysis suggests the stock might be undervalued despite its current volatility.
BlackLine Founder Exit Puts AI Growth And Q1 Execution In Focus
BlackLine (NasdaqGS:BL) reported strong Q1 results, including GAAP revenue of US$183.16 million and net income of US$8.13 million, while founder Therese Tucker retired. The company is emphasizing AI-powered financial software and anticipates full-year 2026 revenue between US$765 million and US$769 million. Investors are now focused on how the new leadership will execute on AI and larger deals amidst the founder's departure.
Will Raised 2026 Guidance and AI Momentum Change BlackLine's (BL) Long-Term Growth Narrative?
BlackLine (BL) recently reported strong Q1 2026 results and raised its full-year 2026 revenue guidance, citing growing adoption of its AI-powered financial automation platform. This positive update, coupled with new AI initiatives, reinforces the company's long-term growth narrative despite ongoing competitive and macroeconomic pressures. The raised guidance suggests a stronger near-term outlook, though risks related to complex enterprise deals and ERP-native competition remain.
BlackLine (BL) director Rios receives 6,416 RSU equity award
BlackLine (BL) director Brunilda Rios was granted 6,416 restricted stock units (RSUs) as an automatic annual equity award, increasing her direct holdings to 18,115 shares. These RSUs were awarded at no cash cost and will vest fully on the earlier of one year from the May 7, 2026 award date or the day before BlackLine’s next annual stockholder meeting, contingent on her continued service on the board. This transaction is part of the company's Outside Director Compensation Policy.
BL SEC Filings - Blackline Inc 10-K, 10-Q, 8-K Forms
StockTitan provides a comprehensive resource for BlackLine Inc. (BL) SEC filings, including 10-K annual reports, 10-Q quarterly earnings, and 8-K material events, with AI-powered summaries and real-time updates. The page highlights detailed insights into BlackLine’s financial performance, governance decisions, and material events, such as its recent third-quarter 2025 financial results and an expanded stock repurchase authorization. It also details an insider sale for 910 shares by The Etu Rustic Canyon Trust, noting its immaterial dilution impact but acknowledging that persistent insider sales can affect sentiment.
BlackLine (BL) director receives 6,416 RSUs in annual equity grant
Megan Prichard, a director at BlackLine (BL), received an annual equity grant of 6,416 restricted stock units (RSUs) as part of the company’s Outside Director Compensation Policy. These RSUs, awarded on May 7, 2026, will vest in full on the earlier of one year from the award date or the day before BlackLine's next annual stockholder meeting, conditional on her continued service. Following this grant, Prichard directly holds 7,338 common shares in the company.
BlackLine (BL) director receives 6,416 RSUs in annual equity grant
Duncan Storm, a director at BlackLine, Inc. (BL), received an automatic annual grant of 6,416 restricted stock units (RSUs) as part of the company's Outside Director Compensation Policy. These RSUs, awarded on May 7, 2026, will vest fully on the earlier of one year from the award date or the day before the next annual stockholder meeting, contingent on his continued board service. Following this transaction, Storm directly holds 7,338 common shares of BlackLine.
BlackLine (BL) awards 6,416 RSUs to director Mika Yamamoto
BlackLine (BL) director Mika Yamamoto was granted 6,416 restricted stock units (RSUs) on May 7, 2026, as an automatic annual equity award under the company's Outside Director Compensation Policy. These RSUs, valued at $0.00 per share, will vest in full one year from the award date or the day before the next annual stockholder meeting, contingent on her continued board service. Following this grant, Yamamoto directly holds 19,692 shares of BlackLine common stock.
BlackLine (NYSE: BL) awards 6,416 RSUs to director Henshall
BlackLine (NYSE: BL) director David J. Henshall was granted 6,416 restricted stock units (RSUs) on May 7, 2026, as an automatic annual award under the company's Outside Director Compensation Policy. These RSUs will vest in full earlier of one year after the award date or the day before the next annual stockholder meeting, contingent on his continued board service. Following this grant, Henshall directly holds 22,794 shares of BlackLine common stock.
BlackLine (BL) director Barbara Whye receives 6,416 RSU award
BlackLine (BL) director Barbara Whye was granted an award of 6,416 restricted stock units (RSUs) on May 7, 2026, as part of the company's annual Outside Director Compensation Policy. These RSUs, received at no cash cost, will vest in full on the earlier of one year from the award date or the day before the next annual stockholder meeting, contingent on her continued board service. Following this transaction, Barbara Whye directly holds 16,969 shares of BlackLine common stock.
BLACKLINE, INC. (NYSE: BL) director granted 6,416 RSUs in annual award
BLACKLINE, INC. (NYSE: BL) director Sophia Velastegui was granted 6,416 restricted stock units (RSUs) as an automatic annual equity award on May 7, 2026. These RSUs vest in full on the earlier of one year from the award date or the day before the next annual stockholder meeting, contingent on her continued board service. Following this grant, Velastegui directly holds 25,946 shares of BlackLine common stock.
RSU grant lifts BlackLine (BL) director Gregory Hughes to 9,392 shares
BlackLine (BL) director Gregory Hughes received an automatic annual RSU grant of 6,416 shares of Common Stock on May 7, 2026. This award, part of BlackLine’s Outside Director Compensation Policy, increases his direct holdings to 9,392 shares. The RSUs will vest in full on the earlier of one year from the award date or the day before the next annual stockholder meeting, contingent on his continued service.
BlackLine Shareholders Back Board Declassification at Annual Meeting
BlackLine (BL) shareholders approved all four proposals at the 2026 annual meeting, including a significant stockholder proposal from Tensile Capital Management to eliminate the company's classified board structure. This means directors will now be elected on an annual basis. The meeting also saw the re-election of directors, ratification of PricewaterhouseCoopers as auditors, and advisory approval of executive compensation, alongside recognition of outgoing founder Therese Tucker and director Tom Unterman.
Truist Cuts Price Target on BlackLine to $32 From $50, Keeps Hold Rating
Truist Securities has reduced its price target for BlackLine (BL) to $32 from $50, while maintaining a Hold rating on the stock. This adjustment suggests a revised outlook on the financial automation software company's valuation by the investment firm.
BlackLine, Inc. 1Q 2026: Revenue $183.16M, EPS $0.13— 10-Q Summary
BlackLine, Inc. reported its first-quarter 2026 results, showing revenue of $183.16 million and diluted EPS of $0.13, both increasing year-over-year. The company's growth was attributed to product expansion, strategic focus on enterprise customers, and investments in R&D and sales, despite a reduced customer count. Dollar-based net revenue retention remained steady at 105%.
BlackLine (NASDAQ: BL) lifts Q1 2026 revenue to $183.2M and boosts profit
BlackLine (NASDAQ: BL) reported a strong Q1 2026, with revenue increasing 10% year-over-year to $183.2 million and GAAP net income attributable to BlackLine rising to $8.1 million. The company's non-GAAP net income reached $39.6 million, demonstrating improved underlying profitability and a strong non-GAAP operating margin of 21.6%. BlackLine also strengthened its financial position through significant cash flow from operations, robust liquidity with $525.1 million in cash and marketable securities and strategic debt repayment of $230.2 million in convertible notes.
Truist Cuts Price Target on BlackLine to $32 From $50, Keeps Hold Rating
Truist has lowered its price target for BlackLine (NASDAQ: BL) to $32 from $50, while maintaining a Hold rating on the stock. This adjustment comes shortly after BlackLine reported its Q1 2026 earnings, posting an adjusted EPS of $0.56, surpassing FactSet's estimate of $0.45. The company also reported Q1 revenue of $183.2 million and provided Q2 revenue guidance ranging from $186.0 million to $188.0 million.
BlackLine, Inc. (NASDAQ:BL) Q1 2026 Earnings Call Transcript
BlackLine, Inc. reported strong Q1 2026 earnings, beating expectations with an EPS of $0.56 against an anticipated $0.45. The company highlighted momentum in its platform adoption (Studio360) and the strategic implementation of its AI-powered Verity portfolio, which is driving larger deal sizes and deeper customer commitments. BlackLine also raised its full-year 2026 financial guidance, anticipating continued revenue growth and operating margin expansion, while emphasizing its role as a trusted governance and control layer for CFOs deploying AI.
Time To Buy The Dip In BlackLine Stock?
BlackLine (BL) stock has experienced an 18.3% dip in less than a month. While the stock passes basic financial quality checks, historically, a sharp dip (20% or more within 30 days) has led to a median 12-month return of -0.4%, despite a median peak return of 27% within a year. The article analyzes past dip events for BL and suggests considering a portfolio approach due to the unpredictability of individual stocks.
BMO Capital Markets reiterated coverage on BlackLine with a new price target
BMO Capital Markets has reiterated its coverage on BlackLine (BL) and issued a new price target of $36.00. This update was reported by Quantisnow, a platform providing real-time market data to retail investors. The article also lists other recent analyst ratings and related SEC filings, press releases, and insider transactions for BlackLine.
