Overview
Finance software provider's preliminary Q4 revenue slightly beat analyst expectations
Non-GAAP net income for Q4 rose to $45.2 mln, up from $34.6 mln last year
Company acquired WiseLayer in Q4 to enhance AI capabilities
Outlook
BlackLine expects Q1 2026 GAAP revenue between $180 mln and $182 mln
Company forecasts full-year 2026 GAAP revenue of $764 mln to $768 mln
BlackLine anticipates 2026 non-GAAP operating margin of 23.7% to 24.3%
Result Drivers
STRATEGIC INITIATIVES - Record bookings driven by Go-To-Market modernization, Studio360 scaling, and Verity AI launch, per CEO Owen Ryan
CASH FLOW CHALLENGES - Operating and free cash flow decreased compared to Q4 2024
Key Details
Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
Slight Beat*
$183.18 mln
$182.98 mln (14 Analysts)
Q4 EPS
$0.08
Q4 Net Income
$5.98 mln
Q4 Gross Profit
$137.73 mln
Q4 Operating Expenses
$130.91 mln
*Applies to a deviation of less than 1%; not applicable for per-share numbers.
Analyst Coverage
The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 6 "strong buy" or "buy", 9 "hold" and 1 "sell" or "strong sell"
The average consensus recommendation for the software peer group is "buy."
Wall Street's median 12-month price target for BlackLine Inc is $58.29, about 35.5% above its February 9 closing price of $43.02
The stock recently traded at 18 times the next 12-month earnings vs. a P/E of 25 three months ago
Press Release: ID:nGNXbBdMg2
For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.
(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)
