BlackLine (NASDAQ:BL) Issues FY 2026 Earnings Guidance

BlackLine (NASDAQ:BL) updated its FY 2026 earnings guidance on Tuesday. The company provided EPS guidance of 2.370-2.480 for the period, compared to the consensus EPS estimate of 2.350. The company issued revenue guidance of $764.0 million-$768.0 million, compared to the consensus revenue estimate of $760.9 million. BlackLine also updated its Q1 2026 guidance to 0.440-0.460 EPS.

Analysts Set New Price Targets

Several equities analysts have commented on the company. Piper Sandler raised BlackLine to a “hold” rating in a research report on Monday, February 2nd. Weiss Ratings reissued a “hold (c)” rating on shares of BlackLine in a research note on Monday, December 29th. Morgan Stanley boosted their price objective on shares of BlackLine from $68.00 to $73.00 and gave the stock an “overweight” rating in a research note on Monday, November 10th. Cantor Fitzgerald reiterated a “neutral” rating on shares of BlackLine in a research note on Tuesday, December 16th. Finally, Robert W. Baird reiterated a “neutral” rating and set a $55.00 price objective (down from $64.00) on shares of BlackLine in a research note on Friday, November 7th. Five research analysts have rated the stock with a Buy rating, eight have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat.com, the stock presently has an average rating of “Hold” and a consensus price target of $59.83.

BlackLine Stock Performance

BL stock traded up $1.31 during trading on Tuesday, hitting $44.33. 1,792,293 shares of the company traded hands, compared to its average volume of 1,123,580. BlackLine has a 1 year low of $40.82 and a 1 year high of $64.92. The company has a market cap of $2.64 billion, a PE ratio of 39.94, a P/E/G ratio of 8.33 and a beta of 0.86. The stock’s 50-day simple moving average is $54.18 and its 200 day simple moving average is $53.75. The company has a debt-to-equity ratio of 2.03, a current ratio of 1.52 and a quick ratio of 1.52.

BlackLine (NASDAQ:BL) last issued its quarterly earnings data on Tuesday, February 10th. The technology company reported $0.63 earnings per share for the quarter, topping analysts’ consensus estimates of $0.58 by $0.05. BlackLine had a net margin of 11.07% and a return on equity of 14.51%. The business had revenue of $183.18 million during the quarter, compared to the consensus estimate of $182.98 million. BlackLine has set its Q1 2026 guidance at 0.440-0.460 EPS and its FY 2026 guidance at 2.370-2.480 EPS. On average, equities analysts expect that BlackLine will post 0.9 earnings per share for the current fiscal year.

BlackLine News Roundup

Here are the key news stories impacting BlackLine this week:

• Positive Sentiment: Record bookings, revenue growth and non‑GAAP profit improvement — Q4 revenue was $183.2M (up ~8% YoY) and non‑GAAP EPS/diluted non‑GAAP net income rose to $0.63 / $45.2M; non‑GAAP operating margin expanded to 24.7%, indicating improved underlying profitability. BlackLine Announces Fourth Quarter and Full Year 2025 Financial Results
• Positive Sentiment: Constructive guidance and capital return — management gave Q1 and full‑year 2026 non‑GAAP EPS and revenue targets (Q1 non‑GAAP EPS $0.44–$0.46; FY non‑GAAP EPS $2.37–$2.48; FY revenue ~$764–768M) and continues buybacks (~$164.5M capacity remaining), supporting forward earnings visibility. Guidance & Buyback Disclosure
• Positive Sentiment: Strategic product and market moves — acquisition of WiseLayer to boost AI capabilities, launch of Verity AI, Studio360 enhancements and expanded cloud presence (including Saudi Arabia / FedRAMP listing) that could increase TAM and customer momentum. Strategic Highlights
• Neutral Sentiment: Top‑line roughly in line with expectations — reported revenue near consensus (~$183M) but below some street estimates; mixed analyst views and price targets remain above the current share price. Earnings Release / Slide Deck
• Neutral Sentiment: Short interest reporting inconsistent / immaterial — public short‑interest data in the feed shows zero change (effectively no signal). Investors should rely on confirmed exchanges/FINRA reports for accurate short metrics. (No article link)
• Negative Sentiment: GAAP earnings and cash flow weakness — GAAP net income collapsed to $4.9M (GAAP diluted EPS $0.08) vs. $56.4M a year ago, operating cash flow and free cash flow declined materially, and cash balances fell significantly YoY — raising near‑term GAAP/liquidity concerns. Quiver / Press Summary
• Negative Sentiment: Activist investor / proxy fight — Engaged Capital announced a campaign targeting BlackLine’s board citing valuation and operational opportunities; activist activity can create near‑term pressure & uncertainty. Engaged Capital Targets BlackLine Board
• Negative Sentiment: Insider selling noted in filings — recent open‑market sales by senior finance executives were flagged in the data feed; while small in size, insider sales can add to negative sentiment during a contested period. Insider Trading Detail

Institutional Inflows and Outflows

Several hedge funds have recently modified their holdings of the stock. Dimensional Fund Advisors LP lifted its stake in shares of BlackLine by 0.6% in the 3rd quarter. Dimensional Fund Advisors LP now owns 858,135 shares of the technology company’s stock valued at $45,566,000 after purchasing an additional 4,708 shares during the last quarter. First Trust Advisors LP lifted its position in BlackLine by 5.5% in the third quarter. First Trust Advisors LP now owns 513,891 shares of the technology company’s stock valued at $27,288,000 after buying an additional 26,699 shares during the last quarter. Ameriprise Financial Inc. boosted its stake in BlackLine by 10.9% during the second quarter. Ameriprise Financial Inc. now owns 482,790 shares of the technology company’s stock worth $27,336,000 after buying an additional 47,469 shares during the period. Invesco Ltd. boosted its stake in BlackLine by 36.6% during the second quarter. Invesco Ltd. now owns 235,263 shares of the technology company’s stock worth $13,321,000 after buying an additional 63,068 shares during the period. Finally, Select Equity Group L.P. raised its stake in shares of BlackLine by 112.9% in the 2nd quarter. Select Equity Group L.P. now owns 209,711 shares of the technology company’s stock valued at $11,874,000 after acquiring an additional 111,205 shares during the period. Institutional investors and hedge funds own 95.13% of the company’s stock.

BlackLine Company Profile

BlackLine, Inc is a leading provider of cloud-based software solutions designed to automate and modernize the finance and accounting function. The company’s flagship offering, the BlackLine Finance Controls and Automation Platform, enables organizations to streamline critical processes such as account reconciliations, journal entry management, intercompany accounting, and transaction matching. By delivering a centralized, real-time view of financial data, BlackLine helps companies improve operational efficiency, enhance compliance and strengthen internal controls.

Key products and services within the BlackLine platform include Account Reconciliation, Task Management, Transaction Matching, Journal Entry, and Intercompany Hub.