BlackLine（BL）株式概要
BlackLine,Inc.は、米国内外の会計・財務業務を自動化・効率化するクラウドベースのソリューションを提供しています。 詳細
BL Community Fair Values
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Analyst Price Targets
BlackLine, Inc. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$29.47 |
| 52週高値 | US$59.57 |
| 52週安値 | US$24.70 |
| ベータ | 0.65 |
| 1ヶ月の変化 | 0.61% |
| 3ヶ月変化 | 5.51% |
| 1年変化 | -45.08% |
| 3年間の変化 | -47.21% |
| 5年間の変化 | -75.68% |
| IPOからの変化 | 24.35% |
最新ニュース
ナラティブ更新 • 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 AlphaRecent updates
ナラティブ更新 • 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
ナラティブ更新 • 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.
ナラティブ更新 • 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.ナラティブ更新 • 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.分析記事 • 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...ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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).ナラティブ更新 • 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).ナラティブ更新 • 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.分析記事 • 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...ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.分析記事 • 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...ナラティブ更新 • 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.ナラティブ更新 • 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.分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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分析記事 • 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分析記事 • 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...分析記事 • 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株主還元
| BL | US Software | US 市場 | |
|---|---|---|---|
| 7D | -8.4% | -0.7% | -0.2% |
| 1Y | -45.1% | -9.0% | 14.8% |
業界別リターン: BL過去 1 年間で-9 % の収益を上げたUS Software業界を下回りました。
リターン対市場: BLは、過去 1 年間で14.8 % のリターンを上げたUS市場を下回りました。
価格変動
| BL volatility | |
|---|---|
| BL Average Weekly Movement | 7.8% |
| Software Industry Average Movement | 9.2% |
| Market Average Movement | 6.9% |
| 10% most volatile stocks in US Market | 15.5% |
| 10% least volatile stocks in US Market | 2.9% |
安定した株価: BL 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: BLの 週次ボラティリティ ( 8% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 2001 | 1,850 | Owen Ryan | www.blackline.com |
BlackLine,Inc.は、経理・財務業務を自動化・効率化するクラウドベースのソリューションを米国内外で提供している。勘定科目の照合に関する共同作業を行うための一元化されたワークスペースを提供する勘定科目照合、個々の取引を分析・照合する取引照合、プロセスやタスクリストを作成・管理するタスク管理、財務データの分析と検証を可能にする財務報告分析などの決算・連結ソリューションを提供している。また、手作業による仕訳の作成、レビュー、転記を可能にする仕訳入力、貸借対照表と損益計算書の勘定残高の異常変動を提供する差異分析、コンプライアンス関連のイニシアチブを促進し、プロジェクト管理を統合し、統制の自己評価とテストを可視化する統合ソリューションであるコンプライアンス、SAPソリューションのスマートクローズも提供している。さらに、与信・リスク管理、回収・紛争・控除、チーム・タスク管理、ARインテリジェンス、電子請求・支払、キャッシュ・アプリケーション・ソリューションも提供している。さらに、同社は、エンティティ、サービス、トランザクション・タイプ別に権限とビジネス・ロジックの例外を保存するインターカンパニー・クリエイト機能、組織のインターカンパニー取引を記録するインターカンパニー・バランス・アンド・リゾルブ、オープンなインターカンパニー取引を可能にするネッティング・アンド・セトルメントを提供し、トレジャリー・システムと統合している。さらに、導入、最適化、ライブおよびウェブベースのトレーニング、サポートサービスも提供している。同社は主に直販部隊を通じて、多国籍企業、国内大企業、さまざまな業種の中堅企業にソリューションを販売している。同社は2001年に法人化され、カリフォルニア州ウッドランドヒルズに本社を置いている。
BlackLine, Inc. 基礎のまとめ
| BL 基礎統計学 | |
|---|---|
| 時価総額 | US$1.75b |
| 収益（TTM） | US$34.78m |
| 売上高(TTM) | US$732.45m |
49.3x
PER（株価収益率2.3x
P/SレシオBL は割高か？
公正価値と評価分析を参照収益と収入
| BL 損益計算書（TTM） | |
|---|---|
| 収益 | US$732.45m |
| 売上原価 | US$178.99m |
| 売上総利益 | US$553.46m |
| その他の費用 | US$518.68m |
| 収益 | US$34.78m |
直近の収益報告
Jun 30, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | 0.60 |
| グロス・マージン | 75.56% |
| 純利益率 | 4.75% |
| 有利子負債／自己資本比率 | 196.0% |
BL の長期的なパフォーマンスは？
過去の実績と比較を見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/09/09 16:45 |
| 終値 | 2026/09/09 00:00 |
| 収益 | 2026/06/30 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。
シンプリー・ウォールストリート分析モデルを設計・構築した ご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
BlackLine, Inc. 12 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。24
| アナリスト | 機関 |
|---|---|
| Robert Oliver | Baird |
| null null | BMO Capital Markets Equity Research |
| Daniel Jester | BMO Capital Markets Equity Research |