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BlackLine's stock price declined by 47.03% between September 2025 and September 2026. In Q1 2026, the company reported 9.7% year-over-year revenue growth to $183.2 million and an improved non-GAAP operating margin of 21.6%, noting that 94% of new bookings were on platform pricing and the average new deal size increased by 85% to $162,000, leading management to raise its full-year outlook. For Q2 2026, BlackLine reported GAAP revenue of $187.8 million, up 9.2% year-over-year and meeting expectations, with adjusted EPS of $0.61 beating analyst estimates, though next quarter's revenue guidance was slightly below estimates; the company reconfirmed full-year revenue guidance, raised full-year Adjusted EPS guidance, and repurchased approximately $100 million in stock with an approved increase to its buyback program. Analyst sentiment has been mixed, with some brokerages reiterating 'neutral' or 'equal weight' ratings, while others downgraded the stock, and the consensus as of October 5, 2026, is a 'Hold' rating. In August 2026, BlackLine partnered with Nuvei to embed payment acceptance into its invoice-to-cash platform. In September 2026, BlackLine acquired NetNow, an AI-enabled B2B customer onboarding and credit risk management solution, to expand its invoice-to-cash capabilities, and also achieved PCI DSS compliance validation. In October 2026, the company announced it is deepening its industry investment to accelerate financial operations transformation, including new templates for banking, insurance, energy, and life sciences.