Update shared on 12 Dec 2025
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.
What's in the News
- Expanded global cloud footprint with a new locally hosted region in Saudi Arabia, delivered on Google Cloud Platform to meet data residency, security, and Saudi NCA ECC/CCC cybersecurity requirements (company announcement)
- Saudi customers can now run BlackLine’s unified AI powered financial operations platform in region, benefiting from lower latency and improved compliance as the Kingdom accelerates digital and finance transformation (company announcement)
- Engaged Capital sent a Section 220 demand to inspect books and records related to the Board’s handling of multiple acquisition offers, including an actionable $66 per share proposal from SAP and the role of the Strategic Committee (Engaged Capital letter)
- Engaged Capital signaled it may nominate directors at the 2026 annual meeting and potentially run a proxy contest if concerns over underperformance, transparency, and stockholder engagement are not addressed (Engaged Capital letter)
- BlackLine issued fourth quarter 2025 revenue guidance of $182 million to $184 million and full year 2025 revenue guidance of $699 million to $701 million (company guidance)
Valuation Changes
- Fair Value: unchanged at $48.00 per share, reflecting a stable overall valuation despite underlying assumption tweaks.
- Discount Rate: risen slightly from 9.21 percent to 9.23 percent, which modestly increases the required return and reduces the present value of future cash flows.
- Revenue Growth: fallen slightly from about 9.87 percent to 9.60 percent, which indicates marginally softer expectations for top line expansion.
- Net Profit Margin: fallen moderately from about 5.34 percent to 4.75 percent, which points to a more cautious view on long term profitability.
- Future P/E: declined meaningfully from roughly 78.5 times to 72.9 times, which implies a lower valuation multiple applied to projected earnings.
Have other thoughts on BlackLine?
Create your own narrative on this stock, and estimate its Fair Value using our Valuator tool.
Create NarrativeDisclaimer
AnalystLowTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystLowTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystLowTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.