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BLBL

BlackLine, Inc.

$BL·$2.0B·Software - Application·Technology
$33.22+0.7%1Y-38.4%
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Price updated 9h ago
BLBL
$BLBlackLine, Inc.
$33.22+0.73%0 posts
AI analysisFundamentalsVoices on X
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What it does

Plain-English summary of the business — what they sell and how they make money.

BlackLine, Inc. provides cloud-based solutions to automate and streamline accounting and finance operations in the United States and internationally. It offers financial close and consolidation solutions, such as account reconciliations that provides a centralized workspace for users to collaborate on account reconciliations; transaction matching, which analyzes and reconciles individual transactions; task management to create and manage processes and task lists; and financial reporting analytics that enables analysis and validation of financial data. The company also provides journal entry, which allows users to generate, review, and post manual journal entries; variance analysis that offers anomalous fluctuations in balance sheet and income statement account balances; compliance, an integrated solution that facilitates compliance-related initiatives, consolidates project management, and provides visibility over control self-assessments and testing; and smart close for SAP solution. In addition, it offers credit and risk, collection, dispute and deduction, and team and task management, as well as AR intelligence, electronic invoicing and payment, and cash application solutions. Further, the company provides intercompany create functionality that stores permissions and business logic exceptions by entity, service, and transaction type; intercompany balance and resolve, which records an organization’s intercompany transactions; and netting and settlement that enables open intercompany transactions, which integrate with treasury systems. Additionally, it offers implementation, optimization, live and web-based training, and support services. The company sells its solutions primarily through direct sales force to multinational corporations, large domestic enterprises, and mid-market companies across various industries. The company was incorporated in 2001 and is headquartered in Woodland Hills, California.

Industry overviewAI analysisGenerated by AI from underlying data

Where Software - Application sits in its cycle right now — and what that implies for $BL.

Software - Application · Technology

SaaS multiples remain compressed as rate-sensitive valuations weigh on pure-play software; customers are lengthening deal cycles outside of AI-native workloads. AI co-pilot upsell is the only clear near-term catalyst — companies without it are treading water.

What this means for $BL

Neutral — BlackLine, Inc; exposure to the industry macro driver is limited or indirect.

Top industry ETF

$IGViShares Expanded Tech-Software Sector ETF
-4.2%YTD
+2.5%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
57.3How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
2.4%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
5.6%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
8.6%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
2.7Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
10.8%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
75.5%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
2.2Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 4, 2026$0.61$0.57+6.5%
Q1 2026May 5, 2026$0.56$0.45+24.4%
Q4 2025Feb 10, 2026$0.63$0.58+8.6%
Q3 2025Nov 6, 2025$0.51$0.510.0%
Next earningsThu, Nov 5·consensus EPS $0.63

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$187.8M+9.2%76.0%5.9%$0.28$43.1M
Q1 FY26$183.2M+9.7%76.0%4.3%$0.14$44.2M
Q4 FY25$183.2M+8.1%75.0%8.0%$0.08$26.1M
Q3 FY25$178.3M+7.5%75.1%4.3%$0.09$57.0M

Forward consensus

3-year forecast · up to 9 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$766.8M$765.6M – $767.8M$2.48$2.42 – $2.519
FY27$847.2M$829.4M – $861.5M$2.78$2.71 – $2.929
FY28$933.8M$892.5M – $960.0M$3.26$3.18 – $3.323

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.0×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.24%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+10.9%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-13.9%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 46.9M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today2.3% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellAug 27Michelle D StalickChief Accounting Officer780 sh$26KSellAug 24Therese TuckerDirector70.0K sh$2.2MSellJun 5Mika YamamotoDirector3.0K sh$85KSellJun 1Michelle D StalickChief Accounting Officer780 sh$24KSellMay 21Gregory HughesDirector1.6K sh$50KSellMay 18Michelle D StalickChief Accounting Officer459 sh$14K
+ 18 other (15 inkinds · 1 exempt · 1 gift · 1 award) in window

See when $BL insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KOfficer or director changeAug 38-K — Item 5.02: Officer or director change
AI summary

BlackLine entered into a consulting agreement with Therese Tucker, the company's founder and former Executive Chair, effective July 31, 2026, following her full retirement from BlackLine in June 2026. Under the agreement, Tucker will provide consulting services at a rate of $450 per hour with a 30-day notice termination provision; she is also subject to ongoing confidentiality and other restrictive covenants. The arrangement allows BlackLine to retain access to its founder's institutional knowledge on a flexible basis post-retirement. No specific minimum hours or total compensation commitment was disclosed.

8-KShareholder voteMay 88-K — Item 5.07: Shareholder vote
3New insider — initial holdingsMar 263
3New insider — initial holdingsMar 263
SC 13DActivist position (5%+)Mar 12SC 13D
8-KMaterial agreementMar 108-K — Item 1.01: Material agreement · Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD
+ 10 other (2 10-Qs · 2 routine 8-Ks · 2 earnings 8-Ks · 2 13Gs) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

EGHT or BL: Which Is the Better Value Stock Right Now?zacks.com·4d agoBlackLine Announces Participation in Upcoming Investor Conferenceglobenewswire.com·6d agoBank of America Corp DE Sells 39,404 Shares of BlackLine $BLdefenseworld.net·17d agoNuvei and BlackLine Partner to Modernize the Invoice-to-Cash Process Through Embedded Paymentsprnewswire.com·27d agoBlackLine, Inc. (BL) Q2 2026 Earnings Call Transcriptseekingalpha.com·27d ago

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