BlackLine (NASDAQ:BL) Issues Q1 2026 Earnings Guidance

BlackLine (NASDAQ:BL) updated its first quarter 2026 earnings guidance on Tuesday. The company provided EPS guidance of 0.440-0.460 for the period, compared to the consensus EPS estimate of 0.550. The company issued revenue guidance of $180.0 million-$182.0 million, compared to the consensus revenue estimate of $181.2 million. BlackLine also updated its FY 2026 guidance to 2.370-2.480 EPS.

Analyst Upgrades and Downgrades

BL has been the topic of a number of recent research reports. DA Davidson decreased their target price on BlackLine from $56.00 to $45.00 and set a “neutral” rating on the stock in a report on Wednesday. Weiss Ratings reiterated a “hold (c)” rating on shares of BlackLine in a research report on Monday, December 29th. Citizens Jmp reissued a “market outperform” rating and issued a $70.00 price target on shares of BlackLine in a research note on Wednesday. Rosenblatt Securities restated a “buy” rating and set a $62.00 price objective on shares of BlackLine in a report on Wednesday. Finally, BMO Capital Markets reduced their price objective on shares of BlackLine from $63.00 to $57.00 and set a “market perform” rating for the company in a research note on Friday, November 7th. Six analysts have rated the stock with a Buy rating, eight have given a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, BlackLine currently has an average rating of “Hold” and a consensus target price of $57.85.

BlackLine Trading Down 4.9%

NASDAQ:BL traded down $2.04 during trading hours on Thursday, hitting $39.86. The stock had a trading volume of 407,211 shares, compared to its average volume of 1,134,677. The business’s 50 day moving average is $53.57 and its 200-day moving average is $53.59. The company has a debt-to-equity ratio of 2.03, a quick ratio of 1.52 and a current ratio of 1.52. The company has a market cap of $2.37 billion, a price-to-earnings ratio of 99.19, a P/E/G ratio of 8.42 and a beta of 0.86. BlackLine has a one year low of $39.52 and a one year high of $59.57.

BlackLine (NASDAQ:BL) last announced its quarterly earnings results on Tuesday, February 10th. The technology company reported $0.63 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.58 by $0.05. The company had revenue of $183.18 million during the quarter, compared to analyst estimates of $182.98 million. BlackLine had a net margin of 3.50% and a return on equity of 17.50%. The firm’s revenue was up 8.1% on a year-over-year basis. During the same quarter in the previous year, the business earned $0.47 EPS. BlackLine has set its Q1 2026 guidance at 0.440-0.460 EPS and its FY 2026 guidance at 2.370-2.480 EPS. Sell-side analysts anticipate that BlackLine will post 0.9 EPS for the current fiscal year.

Key BlackLine News

Here are the key news stories impacting BlackLine this week:

• Positive Sentiment: Company highlights strategic momentum — record bookings, Studio360 platform adoption, Verity AI and the WiseLayer acquisition plus FedRAMP listing and Saudi cloud expansion point to longer‑term enterprise demand and product differentiation. BlackLine Announces Fourth Quarter and Full Year 2025 Financial Results
• Positive Sentiment: Q4 showed revenue growth and an EPS beat on a non‑GAAP basis (non‑GAAP EPS and operating margin improved; billings and remaining performance obligations increased), supporting the thesis of improving operating leverage. BlackLine (NASDAQ:BL) Posts Q4 CY2025 Sales In Line With Estimates, Growth To Accelerate Next Year
• Neutral Sentiment: Full‑year 2026 guidance is modestly positive versus consensus (FY EPS guide 2.37–2.48 vs ~2.35), suggesting management expects acceleration later in the year — but that strength is back‑loaded. BlackLine Announces Fourth Quarter and Full Year 2025 Financial Results
• Neutral Sentiment: Analyst coverage is mixed — several firms reaffirm buy/positive views citing product momentum, while others are trimming estimates; the split is keeping trading volatile. BlackLine: Solid Q4 Beat, Strengthening Growth Outlook, and Improving Profitability Support Buy Rating
• Negative Sentiment: Near‑term guidance disappointed — Q1 EPS guide of $0.44–0.46 is well below Street expectations (~$0.55), driving immediate downward pressure on the stock. BlackLine (BL) stock trades down, here is why
• Negative Sentiment: GAAP profitability and cash flow weakened YoY (GAAP net income and operating cash flow down materially), and several analysts cut forecasts/price targets (Citigroup, Cantor Fitzgerald among them), amplifying selling pressure after the print. BlackLine, Inc. Reports Fourth Quarter and Full Year 2025 Financial Results, Highlights Record Bookings and Strategic Transformation Efforts These Analysts Slash Their Forecasts On BlackLine Following Q4 Results

Institutional Trading of BlackLine

Hedge funds have recently bought and sold shares of the stock. Measured Wealth Private Client Group LLC bought a new stake in shares of BlackLine during the third quarter worth $25,000. Osaic Holdings Inc. boosted its stake in BlackLine by 44.9% in the 2nd quarter. Osaic Holdings Inc. now owns 1,542 shares of the technology company’s stock worth $87,000 after purchasing an additional 478 shares during the period. Strs Ohio acquired a new position in BlackLine in the 1st quarter worth $82,000. Boothbay Fund Management LLC bought a new position in BlackLine during the 2nd quarter worth about $212,000. Finally, Corient Private Wealth LLC acquired a new stake in shares of BlackLine in the 2nd quarter valued at about $232,000. 95.13% of the stock is currently owned by institutional investors and hedge funds.

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.