BL faces analyst downgrades and insider selling ahead of earnings
Expected move: 5–12% from event-day close
Full thesis
BlackLine faces a bearish setup into earnings with 13 analyst downgrades and zero upgrades over the past 30 days, signaling consensus expectations have been reset lower. Insiders have sold $11.3M in the past 90 days, including a $4.7M sale just 3 weeks before earnings (April 14), suggesting limited confidence. The stock trades at a stretched P/E of 80.4 while down 10.69% from 52-week highs, leaving it vulnerable to disappointment. While a single bullish signal highlights Finance AI strategic value, it is insufficient to overcome the weight of analyst consensus and insider selling timing.
BL Earnings
Tuesday, May 05 2026
EPS Estimate
$0.45
$0.44 – $0.46
Revenue Estimate
$181M
Current Price
$31.51
Data Signal Summary
2 bullish
1 bearish
Insider buying cluster
Put/call 0.3 (bullish skew)
Price downtrend
Key Context
Analyst Consensus
mixed
Insider Activity
selling
Price Trend
downtrend
From 52w High
-10.7%
P/E Ratio
80.4
Est. Revisions (30d)
+0.0% 0up/13dn
Analyst Target (mean)
$54 $35–$70 +72%
Options P/C Ratio
0.33
Est. Dispersion
5% 14 analysts
Insider Cluster
strong buy (officer)
Fund Convergence
strong Citadel, Soros, Bridgewater, Two Sigma
Recent Activity
insider trades
95 transactions
Award
·
RYAN OWEN (Chief Executive Officer)
·150,470 shares
Award
·
UNG JEREMY (Chief Technology Officer)
·50,610 shares
Award
·
VAN HOUTEN STUART (Officer)
·47,880 shares
Award
·
DUAN JIMMY CHUNMING (Officer)
·41,040 shares
Award
·
STALICK MICHELLE D (Officer)
·16,420 shares
90 more
Award
·
VILLANOVA PATRICK
·62,930 shr
Award
·
MORGAN-PRAGER KAROLE
·46,510 shr
Other
·
RYAN OWEN
·450 shr
Exercise
·
RYAN OWEN
·42,318 shr
·$1,529,796
Exercise
·
UNG JEREMY
·13,543 shr
·$489,579
Exercise
·
VAN HOUTEN STUART
·8,979 shr
·$324,591
Exercise
·
DUAN JIMMY CHUNMING
·11,608 shr
·$419,629
Exercise
·
STALICK MICHELLE D
·1,347 shr
·$48,694
Exercise
·
VILLANOVA PATRICK
·8,940 shr
·$323,181
Exercise
·
TUCKER THERESE
·42,318 shr
·$1,529,796
Exercise
·
MORGAN-PRAGER KAROLE
·15,678 shr
·$566,760
Other
·
TUCKER THERESE
·27,072 shr
Award
·
RYAN OWEN
·33,330 shr
Award
·
UNG JEREMY
·1,910 shr
Award
·
MORGAN-PRAGER KAROLE
·2,860 shr
Sell
·
UNTERMAN THOMAS E
·910 shr
·$50,050
Sell
·
UNTERMAN THOMAS E
·7,255 shr
·$400,739
Sell
·
STALICK MICHELLE D
·664 shr
·$35,876
Buy
·
HENSHALL DAVID J
·10,000 shr
·$486,000
Award
·
HUGHES GREGORY W
·2,976 shr
Award
·
BALAJI SARANGA
·3,391 shr
Sell
·
STALICK MICHELLE D
·795 shr
·$43,836
Sell
·
WOODHAMS MARK
·1,856 shr
·$101,430
Sell
·
STALICK MICHELLE D
·400 shr
·$21,984
Award
·
YAMAMOTO MIKA
·3,776 shr
Award
·
VELASTEGUI SOPHIA
·3,776 shr
Award
·
RIOS BRUNILDA
·3,776 shr
Award
·
WHYE BARBARA
·3,776 shr
Award
·
DRUMMOND CAMILLE
·3,776 shr
Award
·
DAVIDSON SCOTT J
·3,776 shr
Award
·
UNTERMAN THOMAS E
·3,776 shr
Award
·
HENSHALL DAVID J
·3,776 shr
Award
·
RYAN OWEN
·76,250 shr
Award
·
UNG JEREMY
·35,580 shr
Award
·
VAN HOUTEN STUART
·61,000 shr
Award
·
DUAN JIMMY CHUNMING
·30,500 shr
Award
·
STALICK MICHELLE D
·9,150 shr
Award
·
VILLANOVA PATRICK
·35,580 shr
Award
·
TUCKER THERESE
·76,250 shr
Award
·
MORGAN-PRAGER KAROLE
·31,520 shr
Award
·
DAVIDSON SCOTT J
·668 shr
Other
·
TUCKER THERESE
·20,500 shr
Sell
·
WOODHAMS MARK
·9,088 shr
·$451,401
Exercise
·
RYAN OWEN
·18,937 shr
·$933,973
Exercise
·
WOODHAMS MARK
·10,987 shr
·$541,879
Exercise
·
VILLANOVA PATRICK
·3,852 shr
·$189,981
Exercise
·
TUCKER THERESE
·18,937 shr
·$933,973
Exercise
·
MORGAN-PRAGER KAROLE
·10,845 shr
·$534,875
Exercise
·
PARTIN MARK W.
·18,309 shr
·$903,000
Exercise
·
WOODHAMS MARK
·1,458 shr
·$71,322
Sell
·
WOODHAMS MARK
·24,408 shr
·$1,569,892
Exercise
·
WOODHAMS MARK
·11,542 shr
·$564,638
Other
·
RYAN OWEN
·300 shr
Sell
·
YAMAMOTO MIKA
·3,220 shr
·$199,902
Sell
·
MORGAN-PRAGER KAROLE
·50,181 shr
·$3,035,762
Exercise
·
MORGAN-PRAGER KAROLE
·50,181 shr
·$702,534
Sell
·
MORGAN-PRAGER KAROLE
·27,079 shr
·$1,626,365
Exercise
·
MORGAN-PRAGER KAROLE
·27,079 shr
·$379,106
Sell
·
MORGAN-PRAGER KAROLE
·4,227 shr
·$233,234
Exercise
·
MORGAN-PRAGER KAROLE
·4,227 shr
·$59,178
Sell
·
MORGAN-PRAGER KAROLE
·5,773 shr
·$318,323
Exercise
·
MORGAN-PRAGER KAROLE
·5,773 shr
·$80,822
Sell
·
MORGAN-PRAGER KAROLE
·10,000 shr
·$540,317
Exercise
·
MORGAN-PRAGER KAROLE
·10,000 shr
·$140,000
Sell
·
MORGAN-PRAGER KAROLE
·10,000 shr
·$550,000
Sell
·
PARTIN MARK W.
·85,308 shr
·$4,677,871
Exercise
·
PARTIN MARK W.
·85,308 shr
·$1,194,312
Sell
·
PARTIN MARK W.
·5,648 shr
·$299,344
Exercise
·
PARTIN MARK W.
·5,648 shr
·$79,072
Award
·
HENSHALL DAVID J
·2,602 shr
Sell
·
WOODHAMS MARK
·1,387 shr
·$71,708
Sell
·
WHYE BARBARA
·5,378 shr
·$279,710
Sell
·
MORGAN-PRAGER KAROLE
·10,000 shr
·$500,000
Buy
·
RYAN OWEN
·7,552 shr
·$348,226
Sell
·
PARTIN MARK W.
·50,000 shr
·$2,369,100
Exercise
·
PARTIN MARK W.
·50,000 shr
·$700,000
Buy
·
DUAN JIMMY CHUNMING
·2,000 shr
·$95,450
Buy
·
RYAN OWEN
·3,000 shr
·$149,650
Sell
·
WOODHAMS MARK
·1,893 shr
·$104,929
Award
·
YAMAMOTO MIKA
·3,390 shr
Award
·
VELASTEGUI SOPHIA
·3,390 shr
Award
·
RIOS BRUNILDA
·3,390 shr
Award
·
WHYE BARBARA
·3,390 shr
Award
·
WAGNER WILLIAM RAYMOND
·3,390 shr
Award
·
DRUMMOND CAMILLE
·3,390 shr
Award
·
YORAN AMIT
·3,390 shr
Award
·
UNTERMAN THOMAS E
·3,390 shr
Award
·
UNG JEREMY
·56,420 shr
Award
·
DUAN JIMMY CHUNMING
·48,360 shr
Sell
·
WOODHAMS MARK
·2,877 shr
·$166,866
analyst ratings
1 rating
Piper Sandler
→Neutral
6d ago
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