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Stock impact report

BlackLine targets 9–9.6% revenue growth for 2026 as platform adoption accelerates [Seeking Alpha]

BlackLine, Inc. (BL) 
NASDAQ:AMEX Investor Relations: investors.blackline.com
Company Research Source: Seeking Alpha
CEO Owen Ryan highlighted the company's transformation, stating, "We have been executing a methodical multiyear plan to reposition this company to drive revenue growth back into the double digits while expanding operating margins Quick Insights BlackLine's shift to a platform-first, enterprise-focused strategy has led to higher deal sizes (up 35%), a 22% full-year bookings growth, and expanding operating and net income margins, which management expects to continue improving. Management reports ongoing retention headwinds in the lower mid-market and churn peaked in Q4, but expects improvements as more customers migrate to platform pricing and structural changes take effect in 2026. Analysts are probing the monetization potential of AI; management believes if they can demonstrate value, CFOs will fund AI initiatives, though customers remain cautious and value-accuracy focused. Recommended For You More Trending News Show less Read more
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