BlackLine, Inc.

Informe acción NasdaqGS:BL

Capitalización de mercado: US$1.8b

BlackLine Resultados de beneficios anteriores

Pasado controles de criterios 2/6

BlackLine ha aumentado sus beneficios a una tasa media anual de 59.9%, mientras que los beneficios de la industria de Software han experimentado un crecimiento de 21.9% anual. Los ingresos han ido creciendo a una tasa media de 12.5% al año. La rentabilidad financiera de BlackLine es de 7.7%, y sus márgenes netos son de 3.7%.

Información clave

59.95%

Tasa de crecimiento de los beneficios

60.27%

Tasa de crecimiento del BPA

Crecimiento de la industria Software 17.33%
Tasa de crecimiento de los ingresos12.54%
Rentabilidad financiera7.67%
Margen neto3.71%
Última actualización de beneficios31 Mar 2026

Actualizaciones de resultados anteriores recientes

Artículo de análisis Feb 17

BlackLine's (NASDAQ:BL) Soft Earnings Are Actually Better Than They Appear

BlackLine, Inc.'s ( NASDAQ:BL ) earnings announcement last week didn't impress shareholders. Despite the soft profit...

Recent updates

Actualización del análisis May 10

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.
Actualización del análisis Apr 24

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.
Actualización del análisis Apr 10

BL: Share Repurchases And Board Changes Will Support Stronger Future Returns

Analysts have trimmed their BlackLine price target from about $61.83 to $55.23. The revised target reflects updated views on higher discount rates, slightly different revenue growth expectations, a higher projected profit margin, and a lower assumed future P/E multiple.
Actualización del análisis Mar 26

BL: Expanded Buybacks And Activist Cooperation Will Support Future Shareholder Upside

Analysts have kept BlackLine's price target steady at $70.00, citing small adjustments to assumptions around the discount rate, revenue growth, profit margins, and future P/E that offset each other in their updated models. What's in the News BlackLine increased its equity buyback authorization by US$100 million to a total of US$500 million as of March 13, 2026, expanding its capacity to repurchase shares (Key Developments).
Actualización del análisis Mar 11

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).
Seeking Alpha Mar 09

BlackLine: RPO Growth And Margin Lifts (Rating Upgrade)

Summary BlackLine has seen a 30% YTD share price decline, but its fundamentals remain resilient amid sector-wide SaaS pessimism. BL's complex, AI-resistant platform, recent FedRAMP certification, and strong enterprise retention support a balanced bull-bear case. FY26 guidance calls for 9% revenue growth and pro forma operating margins of 23.7-24.3%, with billings and RPO trends indicating demand acceleration. Despite the attractive 3.0x EV/FY26 revenue valuation, the lack of near-term catalysts and sector headwinds justify a neutral rating. Read the full article on Seeking Alpha
Actualización del análisis Feb 25

BL: Activist Board Challenge And Repurchases Will Support Future Shareholder Upside

Analysts have lowered their price target on BlackLine from $73 to $70, citing updated assumptions for revenue growth, profitability and future P/E levels. They still see room for meaningful margins over time.
Artículo de análisis Feb 17

BlackLine's (NASDAQ:BL) Soft Earnings Are Actually Better Than They Appear

BlackLine, Inc.'s ( NASDAQ:BL ) earnings announcement last week didn't impress shareholders. Despite the soft profit...
Actualización del análisis Feb 11

BL: Activist Campaign And Board Changes Will Unlock Future Shareholder Upside

Analysts have trimmed their fair value estimate for BlackLine from US$80.00 to US$73.00, citing updated assumptions that include a slightly higher discount rate, a higher revenue growth outlook, a lower profit margin profile, and a higher future P/E multiple. What's in the News Engaged Capital LLC formally submitted a nomination notice on February 2, 2026 to put three director candidates, including Storm Duncan, Christopher Hallenbeck and Christopher L.
Actualización del análisis 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.
Actualización del análisis Jan 12

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.
Artículo de análisis Jan 05

BlackLine (NASDAQ:BL) Is Doing The Right Things To Multiply Its Share Price

If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
Actualización del análisis Dec 26

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.
Actualización del análisis Dec 12

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.
Artículo de análisis Sep 01

Is Now An Opportune Moment To Examine BlackLine, Inc. (NASDAQ:BL)?

While BlackLine, Inc. ( NASDAQ:BL ) might not have the largest market cap around , it saw a decent share price growth...
Artículo de análisis Jul 24

BlackLine (NASDAQ:BL) Could Easily Take On More Debt

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Artículo de análisis Jun 29

Returns At BlackLine (NASDAQ:BL) Are On The Way Up

To find a multi-bagger stock, what are the underlying trends we should look for in a business? Typically, we'll want to...
Artículo de análisis Jun 17

We Ran A Stock Scan For Earnings Growth And BlackLine (NASDAQ:BL) Passed With Ease

Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
Artículo de análisis Feb 18

BlackLine's (NASDAQ:BL) Shareholders Should Assess Earnings With Caution

Strong earnings weren't enough to please BlackLine, Inc.'s ( NASDAQ:BL ) shareholders over the last week. We did some...
Seeking Alpha Feb 13

BlackLine: Worrying Growth Trends (Rating Downgrade)

Summary BlackLine shares slid nearly 20% after the company reported disastrous Q4 results, showing continued deceleration in revenue growth while also suffering large slips in operating margin. The company's FY25 implies growth slowing further to a mere 7-8% range, well below the company's target goal of recovering growth to the mid-teens. BlackLine may be subject to vendor consolidation as its niche finance software faces sharp competition from broader platforms like SAP and Workday. Despite its cheap valuation at <5x forward revenue, BlackLine's consistent deceleration and market challenges lead me to downgrade my rating to a sell. Read the full article on Seeking Alpha
Artículo de análisis Feb 02

Returns Are Gaining Momentum At BlackLine (NASDAQ:BL)

If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
Seeking Alpha Jan 24

BlackLine: On Stronger Footing With Richer Margins (Upgrade)

Summary I'm upgrading BlackLine to a neutral rating, driven by evidence that the company's growth rates are stabilizing. The company recently issued a press release to note that it expects to meet or exceed the high end of its guidance for Q4. BlackLine's strategic shift to the mid-market segment has helped the company focus on spending, leading to large jumps in operating margins and FCF. The stock trades at a reasonable ~20x forward FCF multiple, which balances out its competitive risks. Read the full article on Seeking Alpha
Artículo de análisis Jan 20

Is BlackLine (NASDAQ:BL) Using Too Much Debt?

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Artículo de análisis Jan 06

Is There Now An Opportunity In BlackLine, Inc. (NASDAQ:BL)?

While BlackLine, Inc. ( NASDAQ:BL ) might not have the largest market cap around , it saw a decent share price growth...
Seeking Alpha Dec 19

BlackLine: Acceleration To Mid-Teens Revenue Growth Is Possible

Summary I reiterate my buy rating for BlackLine due to its potential to accelerate growth to mid-teens, triggering an upward valuation rerating. BL's strategic shift towards larger enterprise customers and the launch of the Studio360 platform are key drivers for achieving mid-teens revenue growth. The new pricing model, allowing unlimited users and consumption-based components, should significantly boost blended pricing as the mix of larger customers grows. Read the full article on Seeking Alpha
Artículo de análisis Nov 06

If EPS Growth Is Important To You, BlackLine (NASDAQ:BL) Presents An Opportunity

It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
Seeking Alpha Oct 31

BlackLine Is Expanding Net Profit Margins Fast

Summary BlackLine, a financial automation software firm, targets enterprise customers, automating financial close processes to improve cash flows and financial reporting accuracy. Founded by Therese Tucker, BL has grown significantly, achieving profitability and strong financial metrics like 79% gross margins and 105% net revenue retention. The company’s stock is trending upwards, driven by a sticky customer base and potential increased demand due to year-end taxes and the presidential election. BlackLine's partnerships with accounting firms and focus on digital self-service and generative AI enhance its go-to-market strategy and profitability prospects. Read the full article on Seeking Alpha
Artículo de análisis Oct 25

BlackLine (NASDAQ:BL) Might Have The Makings Of A Multi-Bagger

If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. One common...
Artículo de análisis Oct 13

Are Investors Undervaluing BlackLine, Inc. (NASDAQ:BL) By 23%?

Key Insights The projected fair value for BlackLine is US$72.97 based on 2 Stage Free Cash Flow to Equity BlackLine is...
Artículo de análisis Oct 01

Getting In Cheap On BlackLine, Inc. (NASDAQ:BL) Is Unlikely

It's not a stretch to say that BlackLine, Inc.'s ( NASDAQ:BL ) price-to-sales (or "P/S") ratio of 5.5x right now seems...
Seeking Alpha Sep 21

BlackLine: Slightly Improved Execution Still Doesn't Warrant My Investment

Summary BlackLine has benefited from the recent rally but struggles with weak fundamentals, remaining down over 10% YTD and underperforming the S&P 500. I'm slightly upgrading the company to a sell rating (from a prior strong sell) due to the company noting stronger pipeline creation, but a number of challenges still remain ahead. The company's ~5x revenue multiple is unfavorable compared to peer software companies growing at a similar pace. Read the full article on Seeking Alpha
User avatar
Nuevo análisis Sep 05

Decisive Expansions And AI Integration Promise Growth Amid Market Risks And Margin Pressure

BlackLine's integration of solutions and focus on strong partnerships, like with SAP, aim to boost revenue through upselling and new acquisitions.
Artículo de análisis Aug 14

BlackLine's (NASDAQ:BL) Promising Earnings May Rest On Soft Foundations

Unsurprisingly, BlackLine, Inc.'s ( NASDAQ:BL ) stock price was strong on the back of its healthy earnings report. We...

Desglose de ingresos y gastos

Cómo gana y gasta dinero BlackLine. Basado en los últimos beneficios reportados, en base a los últimos doce meses (LTM).


Historial de beneficios e ingresos

NasdaqGS:BL Ingresos, gastos y beneficios (USD Millions)
FechaIngresosBeneficiosGastos G+AGastos de I+D
31 Mar 2671727387114
31 Dec 2570025378109
30 Sep 2568776378106
30 Jun 2567488372104
31 Mar 25663156370102
31 Dec 24653161370101
30 Sep 2464012735499
30 Jun 24624122355100
31 Mar 2460876352101
31 Dec 2359053348103
30 Sep 2357442352109
30 Jun 2355810355110
31 Mar 23542-31362111
31 Dec 22523-29372109
30 Sep 22498-78362102
30 Jun 22473-7133993
31 Mar 22447-8631484
31 Dec 21426-11529277
30 Sep 21406-9527275
30 Jun 21387-9026071
31 Mar 21368-7324864
31 Dec 20352-4724656
30 Sep 20336-3923949
30 Jun 20321-4023645
31 Mar 20307-3722844
31 Dec 19289-3321543
30 Sep 19271-3220341
30 Jun 19255-2719037
31 Mar 19241-3018534
31 Dec 18228-2917631
30 Sep 18215-2416528
30 Jun 18202-3216327
31 Mar 18189-3315025
31 Dec 17176-3314024
30 Sep 17161-4513123
30 Jun 17148-3911723
31 Mar 17135-3811022
31 Dec 16128-269821
30 Sep 16112-319921
30 Jun 16102-319321
31 Mar 1692-308620
31 Dec 1584-257718
30 Sep 1575-236916

Ingresos de calidad: BL tiene ganancias de alta calidad.

Margen de beneficios creciente: Los actuales márgenes de beneficio(3.7%) de BL son inferiores a los del año pasado (23.6%).


Análisis del flujo de caja libre vs. Beneficios


Análisis del crecimiento de los beneficios en el pasado

Tendencia de beneficios: BL ha pasado a ser rentable en los últimos 5 años, con un crecimiento de los beneficios de 59.9% al año.

Acelerando crecimiento: BL ha tenido un crecimiento negativo de los beneficios en el último año, por lo que no puede compararse con su media de 5 años.

Beneficios vs. Industria: BL tuvo un crecimiento negativo de los beneficios (-83%) durante el año pasado, lo que dificulta la comparación con la media de la industria Software (13%).


Rentabilidad financiera

Alta ROE: La rentabilidad financiera de BL (7.7%) se considera baja.


Rentabilidad económica


Rendimiento del capital invertido


Descubre empresas con buenos resultados en el pasado

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/11 22:48
Precio de las acciones al final del día2026/05/11 00:00
Beneficios2026/03/31
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

BlackLine, Inc. está cubierta por 25 analistas. 14 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Robert OliverBaird
Daniel JesterBMO Capital Markets Equity Research
null nullBMO Capital Markets Equity Research