BlackLine, Inc.

Report azionario NasdaqGS:BL

Capitalizzazione di mercato: US$1.8b

BlackLine Crescita futura

Criteri Future verificati 4/6

BlackLine prevede che gli utili e i ricavi cresceranno rispettivamente di 55.3% e 10.1% all'anno. Si prevede che l'EPS crescerà di 44.1% all'anno. Si prevede che il ritorno sul capitale proprio sarà di 39.9% in 3 anni.

Informazioni chiave

55.3%

Tasso di crescita degli utili

44.15%

Tasso di crescita dell'EPS

Software crescita degli utili20.5%
Tasso di crescita dei ricavi10.1%
Rendimento futuro del capitale proprio39.86%
Copertura analitica

Good

Ultimo aggiornamento05 Aug 2026

Aggiornamenti recenti sulla crescita futura

Recent updates

Aggiornamento narrativa • Aug 06

BL: AI Automation And Control Layer Will Drive Future Upside

For BlackLine, the analyst price target has shifted from about $41.77 to $38.80. Analysts point to updated assumptions on discount rates, revenue growth, profit margins, and future P/E as the main drivers of this revision.
Seeking Alpha • Aug 05

BlackLine: 'Buy' As Platform Pricing Takes Root

Summary BlackLine offers a compelling value opportunity after a ~40% YTD decline and industry-low valuation multiples. I advocate rotating into small- and mid-cap value names like BL, especially as investors move away from AI infrastructure trades. BL's Q2 results were healthy, but shares dropped ~5% due to unchanged full-year growth guidance despite improved margin and EPS targets. I reiterate my 'Buy' rating, seeing BL as resilient to AI disruption and poised for a valuation re-rating. Read the full article on Seeking Alpha
Aggiornamento narrativa • Jul 22

BL: New AI Governance Capabilities Will Support Future Shareholder Upside

Analysts have adjusted their price target on BlackLine to approximately $65.25 from $70.00, reflecting updated views on fair value, discount rate, revenue growth, profit margin, and future P/E assumptions. What’s in the News for BlackLine BlackLine opened a new office in Birmingham at 10 Brindleyplace, providing a modern, collaborative workspace to support its growing UK team and reinforcing its commitment to the city as a hub for innovation and growth.
Aggiornamento narrativa • Jul 01

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

Analysts have reduced their price target for BlackLine to $26. This reflects updated assumptions for fair value, discount rate, revenue growth, profit margin, and future P/E expectations.
Aggiornamento narrativa • Jun 17

BL: AI Platform Pricing And Verity Control Layer Will Drive Future Upside

Analysts have reiterated their BlackLine price target at $41.77, with the slight adjustment in the underlying discount rate and future P/E assumptions reflecting refreshed views on the stock's risk profile and valuation framework rather than a change in the headline target. What’s in the News for BlackLine BlackLine executives highlighted that finance and accounting teams are adopting AI cautiously, with a clear focus on accuracy, controls, and predictable economics over experimental use of new tools.
Articolo di analisi • Jun 17

BlackLine (BL) Stock Could Be 32.7% Undervalued After Mixed Earnings Signals

BlackLine (BL) is back in focus after its latest earnings report, where management highlighted better-than-expected revenue and operating leverage, but investors are weighing those positives against slowing customer additions and pressure on billings and margins. See our latest analysis for BlackLine. BlackLine’s latest earnings beat did little to offset a sharp reset in expectations, with the stock down about 47.8% year to date on a share price basis and the 1 year total shareholder return...
Aggiornamento narrativa • 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.
Aggiornamento narrativa • 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 narrativa • 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 narrativa • 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 narrativa • 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 narrativa • 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 narrativa • 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 narrativa • 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 narrativa • 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 narrativa • 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 narrativa • 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 narrativa • 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 Alpha
Articolo 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 Alpha
Articolo 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 Alpha

Previsioni di crescita degli utili e dei ricavi

NasdaqGS:BL - Stime future degli analisti e dati finanziari passati (USD Millions )
DataRicaviUtiliFlusso di cassa liberoLiquidità dell'operazioneAvg. Numero di analisti
12/31/2028934N/A2402723
12/31/20278478419623112
12/31/20267675616020212
6/30/202673235149182N/A
3/31/202671727138169N/A
12/31/202570025135170N/A
9/30/202568776152187N/A
6/30/202567488144179N/A
3/31/2025663156153187N/A
12/31/2024653161164191N/A
9/30/2024640127163189N/A
6/30/2024624122145170N/A
3/31/202460876128154N/A
12/31/20235905399127N/A
9/30/20235744284110N/A
6/30/2023558106997N/A
3/31/2023542-314679N/A
12/31/2022523-292656N/A
9/30/2022498-782152N/A
6/30/2022473-711445N/A
3/31/2022447-862752N/A
12/31/2021426-1155780N/A
9/30/2021406-955073N/A
6/30/2021387-905877N/A
3/31/2021368-735475N/A
12/31/2020352-473555N/A
9/30/2020336-393348N/A
6/30/2020321-402236N/A
3/31/2020307-37N/A35N/A
12/31/2019289-33N/A30N/A
9/30/2019271-32N/A26N/A
6/30/2019255-27N/A21N/A
3/31/2019241-30N/A17N/A
12/31/2018228-29N/A16N/A
9/30/2018215-24N/A14N/A
6/30/2018202-32N/A13N/A
3/31/2018189-33N/A10N/A
12/31/2017176-33N/A6N/A
9/30/2017161-45N/A-2N/A
6/30/2017148-39N/A-2N/A
3/31/2017135-38N/A-2N/A
12/31/2016128-26N/A-5N/A
9/30/2016112-31N/A2N/A
6/30/2016102-31N/A-1N/A
3/31/201692-30N/A-3N/A
12/31/201584-25N/A1N/A
9/30/201575-23N/A2N/A

Previsioni di crescita futura degli analisti

Guadagni vs tasso di risparmio: La crescita prevista degli utili di BL ( 55.3% all'anno) è superiore al tasso di risparmio ( 3.7% ).

Guadagni vs Mercato: Si prevede che gli utili di BL ( 55.3% all'anno) cresceranno più rapidamente del mercato US ( 17.4% all'anno).

Guadagni ad alta crescita: Si prevede che gli utili di BL cresceranno in modo significativo nei prossimi 3 anni.

Ricavi vs Mercato: Si prevede che il fatturato di BL ( 10.1% all'anno) crescerà più lentamente rispetto al mercato US ( 13.5% all'anno).

Ricavi ad alta crescita: Si prevede che il fatturato di BL ( 10.1% all'anno) crescerà più lentamente di 20% all'anno.

Previsioni di crescita dell'utile per azione

Rendimento futuro del capitale proprio

ROE futuro: Si prevede che il Return on Equity di BL sarà elevato tra 3 anni ( 39.9 %)

Scoprire le aziende in crescita

7D

1Y

7D

1Y

7D

1Y

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/09/09 22:05
Prezzo dell'azione a fine giornata2026/09/09 00:00
Utili2026/06/30
Utili annuali2025/12/31

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.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* 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 delle guide su come utilizzare i nostri report e dei tutorial su YouTube.

Scoprite il 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 24 analisti. 12 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.

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