BlackLine Systems, Inc. (BL)
NASDAQInformation TechnologySoftware - ApplicationSnapshot 2026-10-29
$33.81+0.30%
Close 2026-10-30 · 1-day change
NASDAQInformation TechnologySoftware - ApplicationSnapshot 2026-10-29
Research Workspace
Put BL beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Application Software is in steady. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Primary pillar under pressure — Revenue grows to about $767 million in FY26: Revenue: $187.82M.
View ThesisRevenue is growing steadily — about 9% over the past year.
View GrowthMiddle-of-the-pack management execution.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationThis stock is highly volatile — it swings about 2% on a typical day and fell roughly 57% in its worst 12-month stretch.
View RiskBlackLine’s case rests on revenue growth, though recent growth has been modest and slightly slower. Revenue grew 9.2% year over year in Q2 FY2026, and adjusted earnings beat consensus. BL trades at 18× P/E versus a 31× peer median, while expectations look modest versus our view. The thesis is under pressure because FY26 revenue of $187.82 million trails the stated target of about $767 million. Our model puts the next-quarter miss probability at 28%. Peer multiples imply a price roughly in line with where it trades (about fair); the thesis is on watch, and this read is provisional.
Trailing returns as of 2026-10-30. BL is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 12 analysts currently covering BL (as of Oct 2026).
Based on 3 Wall Street analysts offering 12-month price targets for BL in the last 4 months.
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Compare BL with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| BL Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 10 valuation methods, at three horizons. As of 2026-10-29. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Application Software — fair value, gap to price, and forward P/E.
Our valuation methods disagree too much on this name right now. Rather than print a number we don't believe, we're holding it back until they converge.
Compare the value case
Put BL next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Expand AI capabilities and innovation
AI push aligns with management's innovation objectives.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-10-30. EPS is implied from price ÷ P/E. Not investment advice.
Current $33.81
The last 12 months of price, then the range of analyst 12-month targets from today’s $33.81.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Bottom 25% on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
