BlackLine (BL) Q4 Earnings Watch: Revenue Expected +8% YoY, Amid AI-Driven Growth Focus

BlackLine (NASDAQ:BL) will report fourth-quarter earnings Tuesday (February 15, 2026) after market close. The company posted revenue of $178.3 million in Q3, up 7.5% year on year, but missed EPS guidance and lost 27 customers, ending with 4,424 total. Analysts expect revenue to grow 8% YoY to $183 million and adjusted earnings of $0.59 per share for Q4, in line with the 8.8% increase in the same quarter last year. BlackLine has beaten revenue estimates by an average of 0.9% over the past two years. Context: The finance and HR software sector is down 18.8% in the last month amid trade and tax uncertainty; BlackLine is down 23.7% and has an average analyst price target of $60.46 versus its current share price of $43.84.