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Published

22 Jun 25

Updated

01 Jul 26

Views

60

Not Invested

Fair Value

US$26

Share price01 Jul

US$32.2123.9% overvalued intrinsic discount

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1Y-40.30%

7D1.83%

SAP, Oracle, Microsoft Will Crush Standalone SaaS Market

AN

AnalystLowTarget

Analyst Low Target compiles bearish analysts opinions to create narratives which represent one standard deviation below the consensus price target, using forecasted revenue and earnings figures, as well as the transcripts of earnings calls.

Published

22 Jun 25

Updated

01 Jul 26

Views

60

Not Invested

Fair ValueUS$26

Share priceUS$32.21

23.9% overvalued intrinsic discount

Shared on 01 Jul 26

Fair value Decreased 19%

BL: AI Governance Expansion And Profitability Pressures Will Shape Balanced Outlook

BlackLine rolls out new tools to help finance teams keep tighter control over how AI is used, including a console for policy, audit trails, and compliance. But worries about slower growth and stubborn costs are growing, and analysts are turning more cautious about what the business is worth.

5 viewsusers have viewed this narrative update

Shared on 10 May 26

Fair value Decreased 8.57%

BL: AI Operations, Governance Changes And Buybacks Will Shape Balanced Outlook

Analysts have trimmed their price target on BlackLine from $35.00 to $32.00 as updated assumptions incorporate slightly different revenue growth, profit margin, and future P/E expectations. What's in the News BlackLine issued earnings guidance for the first quarter of 2026, with expected total GAAP revenue between $180 million and $182 million, and full year 2026 GAAP revenue guidance between $764 million and $768 million.

1 viewusers have viewed this narrative update

Shared on 24 Apr 26

Fair value Decreased 20%

BL: AI Agentic Operations Will Unlock Undervalued Upside Over Time

Analysts have reduced their price target on BlackLine from $44.00 to $35.00. They cited updated assumptions around a slightly higher discount rate, a modestly different revenue growth outlook, a small shift in expected profit margins and a lower future P/E multiple.

2 viewsusers have viewed this narrative update

Shared on 11 Mar 26

Fair value Decreased 8.33%

BL: Activist Board Challenge And Buybacks Will Unlock Undervalued Upside

Analysts have lowered their price target on BlackLine from $48.00 to $44.00, reflecting updated assumptions for revenue growth, profit margins, discount rate, and future P/E multiples in their models. What's in the News BlackLine updated its share repurchase activity, buying 600,000 shares, about 1% of shares, for US$33.8 million between October 1, 2025 and December 31, 2025, bringing total buybacks under the November 19, 2024 authorization to 4,464,000 shares, about 7.22% of shares, for US$235.61 million (company filing).

2 viewsusers have viewed this narrative update

Shared on 26 Jan 26

BL: Activist Sale Push And Modest Margins Will Constrain Future Returns

Analysts have kept their price target for BlackLine steady at US$48.00. They point to only small updates in assumptions for discount rate, revenue growth, profit margin and future P/E as justification for maintaining their view.

4 viewsusers have viewed this narrative update

Shared on 12 Jan 26

BL: Activist Push For Sale And Modest Margins Will Pressure Shares

Analysts have kept their fair value target for BlackLine steady at US$48.00. This reflects slightly different assumptions around discount rate, revenue growth, profit margin and future P/E that broadly offset one another in their models.

1 viewusers have viewed this narrative update

Shared on 26 Dec 25

BL: Activist Pressure And Modest Profitability Will Weigh On Shares

Analysts have maintained their BlackLine price target at $48.00. This reflects modestly improved assumptions for long-term revenue growth and profitability, which are largely offset by a slightly lower future earnings multiple.

7 viewsusers have viewed this narrative update

Shared on 12 Dec 25

BL: Softer Margins And Higher Risk Will Pressure Share Price

Analysts have modestly lowered their price target on BlackLine to $48.00. This reflects slightly softer expectations for revenue growth and profit margins, along with a small uptick in the assumed discount rate.

6 viewsusers have viewed this narrative update

Fair Value vs Share Price

US$26

vs US$32.2123.9% overvalued intrinsic discount

11.6%

Revenue growth

12.3%

Profit margin

Recent News & Updates

No updates

Recent updates

No updates

Stay ahead on BlackLine

Fair value estimate changes
Narrative and analyst updates
Key company announcements

Company analysis

Excellent balance sheet with reasonable growth potential.

Market capUS$1.9b

PB5.9x

Estimated Growth10.1%

Dividend YieldN/A

CEO & management

Owen Ryan

CEO

2.6yrs

CEO Tenure

Provides cloud-based solutions to automate and streamline accounting and finance operations in the United States and internationally.

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Financial Data provided by S&P Global Market Intelligence LLC, analysis provided by Simply Wall Street Pty Ltd. Copyright © 2026, S&P Global Market Intelligence LLC. All rights reserved.

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