BlackLine lowered its full-year revenue outlook after longer customer decision cycles and slower professional services growth hit third-quarter results. Revenue rose 8.5% to $193.4 million, at the low end of guidance. The accounting software company now expects 2026 revenue of $759.5 million to $761.5 million, growth of 8.4% to 8.7%. Chief executive officer Owen Ryan called the slowdown a matter of timing, not lost demand. Profitability improved. Non-GAAP operating margin rose to 25.9% from 21.4%, and free cash flow was $58 million. Revenue from its agentic AI products fell short of expectations. BlackLine expects it to become meaningful around mid-to-late 2027. For the fourth quarter, it forecasts revenue of $195 million to $197 million.

BlackLine (NASDAQ:BL) posts earnings results, beats expectations by $0.01 EPS. November 6, 2026 Key points. * BlackLine reported adjusted EPS of $0.64, beating estimates by $0.01 and rising from $0.51 a year earlier. Revenue grew 8.5% to $193.4 million but fell slightly short of analyst expectations. * The company lowered its full-year revenue outlook to $759.5 million-$761.5 million, citing slower customer decisions and longer deal cycles; slower-than-expected Agentic AI adoption also weighed on its growth outlook. * Profitability improved, with non-GAAP operating margin rising to 25.9% and free cash flow reaching $58 million. Shares fell 23.1% after the results. * MarketBeat previews top five stocks to own in December. BlackLine (NASDAQ:BL - Get Free Report) posted its quarterly earnings results on Thursday. The technology company reported $0.64 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $0.63 by $0.01, FiscalAI reports. BlackLine had a net margin of 4.75% and a return on equity of 20.89%. The business had revenue of $193.40 million during the quarter, compared to analyst estimates of $194.17 million. During the same period in the prior year, the firm earned $0.51 earnings per share. The firm's revenue was up 8.5% compared to the same quarter last year. Here are the key takeaways from BlackLine's conference call: * BlackLine reported Q3 revenue of $193.4 million, up 8.5% and at the low end of guidance, and cut its full-year revenue outlook to $759.5 million-$761.5 million. Management cited slower customer decisions and lower professional-services growth; Q4 revenue growth is expected to be 6.5%-7.6%. * Profitability and cash generation were strong: non-GAAP operating margin rose to 25.9% from 21.4% a year ago, and free cash flow was $58 million. The company still expects about 200 basis points of full-year operating-margin expansion and approximately 20% free-cash-flow growth. * Platform adoption and contracted business continued to build: platform ARR reached 23% of eligible ARR, up from 17% last quarter, while RPO grew 14% and current RPO grew 10%. Average contract duration hit a record, and average new-customer deal size increased 37%. * Agentic AI monetization is developing more slowly than expected as customers take time to test products and establish governance; management said meaningful consumption revenue may not emerge until the middle or latter part of 2027. Generative AI usage is broader, but agentic consumption fell short of expectations. * Net revenue retention was 103.5%, with lower user additions offsetting platform migrations and cross-sell; management said further improvement depends on expansion and AI consumption. Revenue renewal was 90.5%, though enterprise renewal exceeded 95% and churn has improved. BlackLine stock down 23.1%. Shares of BL stock traded down $7.78 on Friday, hitting $25.89. The company's stock had a trading volume of 2,628,017 shares, compared to its average volume of 1,175,105. The firm's fifty day moving average price is $30.50 and its 200-day moving average price is $32.71. BlackLine has a fifty-two week low of $24.70 and a fifty-two week high of $59.57. The company has a debt-to-equity ratio of 2.12, a current ratio of 1.72 and a quick ratio of 1.72. The stock has a market capitalization of $1.50 billion, a price-to-earnings ratio of 45.42, a P/E/G ratio of 2.25 and a beta of 0.67. Insider buying and selling. In other news, Director Therese Tucker sold 70,000 shares of BlackLine stock in a transaction that occurred on Monday, August 24th. The shares were sold at an average price of $31.96, for a total value of $2,237,200.00. Following the transaction, the director owned 381,557 shares of the company's stock, valued at $12,194,561.72. This trade represents a 15.50% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, CAO Michelle D. Stalick sold 780 shares of the company's stock in a transaction on Thursday, August 27th. The stock was sold at an average price of $33.65, for a total transaction of $26,247.00. Following the sale, the chief accounting officer directly owned 34,712 shares of the company's stock, valued at approximately $1,168,058.80. This represents a 2.20% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. 9.10% of the stock is owned by corporate insiders. Key stories impacting BlackLine. Here are the key news stories impacting BlackLine this week: * Third-quarter adjusted earnings were $0.64 per share, ahead of the $0.63 consensus and up from $0.51 a year earlier. Revenue grew 8.5% year over year. * Quarterly revenue of $193.4 million came in slightly below analysts' $194.17 million estimate. The company forecast 2026 revenue of $759.5 million to $761.5 million, with the outlook described as slightly below expectations; management cited longer deal cycles and slower Agentic AI consumption. * Analyst actions reinforced growth concerns: Bank of America reiterated its Sell rating with a $26 price target, while Piper Sandler cut its target from $35 to $30 and maintained a Neutral rating. Wall Street analyst weigh in. A number of equities research analysts have issued reports on the stock. Weiss Ratings reiterated a "sell (d+)" rating on shares of BlackLine in a research report on Monday, October 26th. Wall Street Zen cut shares of BlackLine from a "strong-buy" rating to a "buy" rating in a report on Saturday, July 25th. DA Davidson downgraded shares of BlackLine from a "neutral" rating to an "underperform" rating and dropped their price target for the stock from $30.00 to $23.00 in a research note on Monday, September 28th. Morgan Stanley downgraded shares of BlackLine from an "overweight" rating to an "equal weight" rating and dropped their price target for the stock from $50.00 to $33.00 in a research note on Tuesday, July 21st. Finally, Scotiabank lowered BlackLine to an "outperform" rating in a report on Tuesday, July 21st. Five analysts have rated the stock with a Buy rating, six have issued a Hold rating and three have issued a Sell rating to the stock. Based on data from MarketBeat.com, the company presently has an average rating of "Hold" and an average price target of $39.08. BlackLine company profile. BlackLine, Inc provides cloud-based financial operations and accounting automation software for businesses. Its platform is designed to help accounting and finance teams manage, standardize and automate processes that traditionally rely on spreadsheets, manual data entry and disconnected systems. The company's products support financial close and consolidation, account reconciliations, transaction matching, intercompany accounting, accounts receivable automation and invoice-to-cash workflows. This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to [email protected]. Before you consider BlackLine, you'll want to hear this. MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and BlackLine wasn't on the list. While BlackLine currently has a Hold rating among analysts, top-rated analysts believe these five stocks are better buys. Robotics and automation are rapidly becoming essential infrastructure across healthcare, manufacturing, logistics, and many other industries. "Physical AI" is coming. Learn which seven companies are most positioned to benefit as intelligent robots enter the workforce. Continue following MarketBeat

BlackLine Expands into Europe's Trusted Cloud Market with S3NS. * BlackLine partners with S3NS to expand its services on a trusted cloud in France, addressing stringent data residency and regulatory requirements. * Thales becomes the first customer to deploy BlackLine's platform on S3NS's PREMI3NS trusted cloud. * The partnership expands BlackLine's secure infrastructure options, enabling regulated organizations to adopt AI-powered financial operations with greater data control. PARIS and LOS ANGELES, Oct. 29, 2026 (GLOBE NEWSWIRE) - BlackLine, Inc. (Nasdaq: BL), the Agentic Financial Operations Platform(TM) for the Office of the CFO, and S3NS, a joint venture controlled by Thales in partnership with Google Cloud, today jointly announced their partnership in France for a new offering hosted on a trusted cloud infrastructure, further expanding BlackLine's European cloud footprint. This strategic alliance enables organizations with stringent data residency and sovereignty requirements to modernize financial operations while maintaining greater control over where and how their data is managed. Thales, a global leader in Defense, Aerospace, Cyber, and Digital, will be the first customer to implement BlackLine's platform on this new infrastructure. The platform will run on PREMI3NS, the trusted cloud offering from S3NS. To support the rollout, Thales' digital services division will build and operate the local deployment, highlighting the company's dual role as both a flagship customer and a key integration partner. This investment expands BlackLine's ability to serve organizations operating in highly regulated European environments, where data control, security and regulatory requirements are increasingly important considerations in cloud and AI adoption. "Finance cannot compromise on trust. As AI takes on more consequential work, organizations need confidence not only in the accuracy, transparency, and governance of the technology, but also in where their most sensitive financial data resides and how it is controlled," said Philippe Omer Decugis, Senior Vice President and General Manager for EMEA at BlackLine. "Consequently, data control and regulatory compliance are becoming an increasingly important part of the AI conversation. With this investment, we are giving organizations a path to put trusted AI to work in financial operations while meeting the stringent sovereignty requirements businesses demand." BlackLine's Agentic Financial Operations Platform(TM), powered by Studio360 and Verity(TM) AI, enables finance and accounting teams to unify data, automate complex processes, and orchestrate workflows, across mission-critical financial operations. Its AI agents execute specialized financial tasks, from preparing account reconciliations to matching transactions, while keeping finance leaders firmly in control. The trusted cloud deployment model brings these capabilities to organizations requiring greater control over the location and operation of their financial data. "Our mission at S3NS is to enable organizations to modernize with leading cloud technologies while meeting the highest requirements for data control and regulatory compliance," said Cyprien Falque, CEO of S3NS. "By providing the Trusted cloud foundation for BlackLine, we are creating an environment where organizations can adopt advanced financial technology while maintaining the control and protections their most sensitive workloads require." "Data sovereignty isn't optional for an organization like Thales, it's foundational. Being the first to implement BlackLine's trusted cloud offering reflects our commitment to bringing advanced AI-driven finance capabilities into our operations without compromising on the security and control our business demands," said Stéphanie Pétris, VP Group Finance Transformation at Thales. This new French offering with S3NS builds on BlackLine's broader investment in security, governance and trusted AI, including its ISO/IEC 42001:2023 certification for its Artificial Intelligence Management System. It is also part of BlackLine's continued expansion of its global cloud footprint and trusted infrastructure, supporting customers as they scale digital finance and AI across increasingly complex environments. About BlackLine BlackLine (Nasdaq: BL) is the trust infrastructure for the AI era of finance: a future where finance drives the agentic era with intelligence, integrity, and trust rising together. The BlackLine Agentic Financial Operations Platform(TM), powered by Studio360 and Verity(TM) AI, is where the Office of the CFO scales AI across Record-to-Report, Invoice- to-Cash, and the processes where finance owns the controls and demands integrity at every step. By unifying data, embedding AI, and engineering trust into every action, BlackLine moves finance and accounting beyond reporting on the business to orchestrating it in real time. Supported by industry-leading R&D investment and world-class security practices, nearly 4,300 customers across multiple industries partner with BlackLine to lead their organizations into the future. For more information, visit blackline.com. About Thales Thales (Euronext Paris: HO) is a global leader in advanced technologies for the Defense, Aerospace, and Cyber & Digital sectors. Its portfolio of innovative products and services helps address several major challenges: sovereignty, security, sustainability and inclusion. The Group allocates €4.5 billion per year to Research & Development in key areas, particularly for critical environments, such as Artificial Intelligence, Cybersecurity, Quantum and Cloud technologies. Thales has more than 85,000 employees in 65 countries. In 2025, the Group generated sales of €22.1 billion. About S3NS An alliance between Thales, a global leader in data protection and cybersecurity, and Google Cloud, one of the world's leading cloud technology providers, S3NS offers public institutions and private companies - seeking to further protect their most sensitive data - highly secure public cloud solutions to support their transition to a trusted cloud, in compliance with the SecNumCloud framework defined by ANSSI, the French National Agency for the Security of Information Systems. S3NS is a company incorporated under French law and wholly controlled by Thales. Media Contact Marion Bonnet, Thales and S3NS Media Relations Manager [email protected] +33 6 60 38 48 92