BlackLine (BL) Panoramica del titolo
BlackLine, Inc. fornisce soluzioni basate sul cloud per automatizzare e semplificare le operazioni contabili e finanziarie negli Stati Uniti e a livello internazionale. Maggiori dettagli
| Punteggio fiocco di neve | |
|---|---|
| Valutazione | 2/6 |
| Crescita futura | 4/6 |
| Prestazioni passate | 2/6 |
| Salute finanziaria | 5/6 |
| Dividendi | 0/6 |
BL Community Fair Values
Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Concorrenti di BlackLine, Inc.
Storia dei prezzi e prestazioni
| Prezzi storici delle azioni | |
|---|---|
| Prezzo attuale dell'azione | US$28.66 |
| Massimo di 52 settimane | US$59.57 |
| Minimo di 52 settimane | US$24.70 |
| Beta | 0.65 |
| Variazione di 1 mese | -6.43% |
| Variazione a 3 mesi | -22.83% |
| Variazione di 1 anno | -50.03% |
| Variazione a 3 anni | -45.17% |
| Variazione a 5 anni | -72.99% |
| Variazione dall'IPO | 20.93% |
Notizie e aggiornamenti recenti
Aggiornamento della narrazione • Jun 03
BL: AI Initiatives And Larger Buybacks Will Support Stronger Future Returns
Analysts have reset their price target on BlackLine from about $55.23 to roughly $41.77, reflecting updated views on its projected revenue growth, profit margins, and a lower assumed future P/E multiple. What's in the News Issued earnings guidance for Q2 2026, with total GAAP revenue expected between US$186 million and US$188 million.Seeking Alpha • May 15
BlackLine: The Kind Of Entrenched Software That Won't Get Replaced (Upgrade)
Summary BlackLine is upgraded to a "Buy," driven by compelling value after a ~50% share price decline. BL’s specialized accounting software is highly resistant to AI disruption, serving critical, error-intolerant finance processes. The company’s sub-2% penetration of a $45 billion TAM and recent FedRAMP certification unlock significant growth opportunities. BL balances high single-digit revenue growth with improving low-20s pro forma operating margins, supporting its valuation. Read the full article on Seeking Alpha
Aggiornamento della narrazione • 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.Recent updates
Aggiornamento della narrazione • Jun 03
BL: AI Initiatives And Larger Buybacks Will Support Stronger Future Returns
Analysts have reset their price target on BlackLine from about $55.23 to roughly $41.77, reflecting updated views on its projected revenue growth, profit margins, and a lower assumed future P/E multiple. What's in the News Issued earnings guidance for Q2 2026, with total GAAP revenue expected between US$186 million and US$188 million.Seeking Alpha • May 15
BlackLine: The Kind Of Entrenched Software That Won't Get Replaced (Upgrade)
Summary BlackLine is upgraded to a "Buy," driven by compelling value after a ~50% share price decline. BL’s specialized accounting software is highly resistant to AI disruption, serving critical, error-intolerant finance processes. The company’s sub-2% penetration of a $45 billion TAM and recent FedRAMP certification unlock significant growth opportunities. BL balances high single-digit revenue growth with improving low-20s pro forma operating margins, supporting its valuation. Read the full article on Seeking AlphaAggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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).Aggiornamento della narrazione • 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).Aggiornamento della narrazione • 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.Articolo di analisi • 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...Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Articolo di analisi • 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...Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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 AlphaArticolo di analisi • 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 AlphaArticolo di analisi • 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...Articolo di analisi • 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 AlphaArticolo di analisi • 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 AlphaArticolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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
Nuova narrazione • 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.Rendimenti per gli azionisti
| BL | US Software | US Mercato | |
|---|---|---|---|
| 7D | -2.5% | -6.8% | -2.9% |
| 1Y | -50.0% | -9.3% | 23.5% |
Ritorno vs Industria: BL ha avuto una performance inferiore rispetto al US Software che ha registrato un rendimento -9.3 % nell'ultimo anno.
Rendimento vs Mercato: BL ha avuto una performance inferiore al mercato US che ha registrato un rendimento 23.5 % nell'ultimo anno.
Volatilità dei prezzi
| BL volatility | |
|---|---|
| BL Average Weekly Movement | 9.4% |
| Software Industry Average Movement | 10.1% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.6% |
| 10% least volatile stocks in US Market | 3.1% |
Prezzo delle azioni stabile: BL non ha avuto una volatilità dei prezzi significativa negli ultimi 3 mesi rispetto al mercato US.
Volatilità nel tempo: La volatilità settimanale ( 9% ) di BL è rimasta stabile nell'ultimo anno.
Informazioni sull'azienda
| Fondato | I dipendenti | AMMINISTRATORE DELEGATO | Sito web |
|---|---|---|---|
| 2001 | 1,850 | Owen Ryan | www.blackline.com |
BlackLine, Inc. fornisce soluzioni basate sul cloud per automatizzare e semplificare le operazioni contabili e finanziarie negli Stati Uniti e a livello internazionale. Offre soluzioni per la chiusura e il consolidamento finanziario, come la riconciliazione dei conti, che fornisce un'area di lavoro centralizzata per gli utenti che possono collaborare alla riconciliazione dei conti; la corrispondenza delle transazioni, che analizza e riconcilia le singole transazioni; la gestione delle attività per creare e gestire i processi e gli elenchi di attività; e l'analisi del reporting finanziario che consente l'analisi e la convalida dei dati finanziari. L'azienda offre anche journal entry, che consente agli utenti di generare, rivedere e pubblicare registrazioni manuali; analisi delle varianze, che offre fluttuazioni anomale nei saldi dei conti di bilancio e del conto economico; compliance, una soluzione integrata che facilita le iniziative legate alla conformità, consolida la gestione dei progetti e fornisce visibilità sulle autovalutazioni e sui test di controllo; e smart close per la soluzione SAP.
BlackLine, Inc. Riepilogo dei fondamenti
| BL statistiche fondamentali | |
|---|---|
| Capitalizzazione di mercato | US$1.68b |
| Utili (TTM) | US$26.59m |
| Ricavi(TTM) | US$716.65m |
63.2x
Rapporto P/E2.3x
Rapporto P/SBL è sopravvalutato?
Vedi Fair Value e analisi di valutazioneUtili e ricavi
| BL Conto economico (TTM) | |
|---|---|
| Ricavi | US$716.65m |
| Costo del fatturato | US$176.47m |
| Profitto lordo | US$540.19m |
| Altre spese | US$513.60m |
| Utili | US$26.59m |
Ultimi utili riportati
Mar 31, 2026
Prossima data di guadagno
n/a
| Utile per azione (EPS) | 0.45 |
| Margine lordo | 75.38% |
| Margine di profitto netto | 3.71% |
| Rapporto debito/patrimonio netto | 197.5% |
Come si è comportato BL nel lungo periodo?
Vedi performance storica e confrontoAnalisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/06/07 02:53 |
| Prezzo dell'azione a fine giornata | 2026/06/05 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
|
* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
BlackLine, Inc. è coperta da 26 analisti. 15 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Robert Oliver | Baird |
| null null | BMO Capital Markets Equity Research |
| Daniel Jester | BMO Capital Markets Equity Research |