Latest news with #ThereseTucker
Yahoo
07-05-2025
- Business
- Yahoo
BlackLine's (NASDAQ:BL) Q1 Earnings Results: Revenue In Line With Expectations, Stock Soars
Accounting automation software maker Blackline (NASDAQ:BL) met Wall Street's revenue expectations in Q1 CY2025, with sales up 6% year on year to $166.9 million. The company expects next quarter's revenue to be around $171 million, close to analysts' estimates. Its non-GAAP profit of $0.49 per share was 28% above analysts' consensus estimates. Is now the time to buy BlackLine? Find out in our full research report. BlackLine (BL) Q1 CY2025 Highlights: Revenue: $166.9 million vs analyst estimates of $166.7 million (6% year-on-year growth, in line) Adjusted EPS: $0.49 vs analyst estimates of $0.38 (28% beat) Adjusted Operating Income: $34.95 million vs analyst estimates of $28.67 million (20.9% margin, 21.9% beat) The company reconfirmed its revenue guidance for the full year of $698.5 million at the midpoint Management raised its full-year Adjusted EPS guidance to $2.17 at the midpoint, a 6.6% increase Operating Margin: 2.1%, up from 1.1% in the same quarter last year Free Cash Flow Margin: 19.5%, down from 21.6% in the previous quarter Customers: 4,455, up from 4,443 in the previous quarter Market Capitalization: $3.11 billion 'BlackLine's first quarter delivered solid results with bookings exceeding expectations, driven by improved execution along with continued margin expansion,' said Owen Ryan, Co-CEO of BlackLine. Company Overview Started in 2001 by software engineer Therese Tucker, one of the very few women founders who took their companies public, BlackLine (NASDAQ:BL) provides software for organizations to automate accounting and finance tasks. Sales Growth A company's long-term sales performance can indicate its overall quality. Any business can put up a good quarter or two, but the best consistently grow over the long haul. Over the last three years, BlackLine grew its sales at a 14% compounded annual growth rate. Although this growth is acceptable on an absolute basis, it fell short of our standards for the software sector, which enjoys a number of secular tailwinds. BlackLine Quarterly Revenue This quarter, BlackLine grew its revenue by 6% year on year, and its $166.9 million of revenue was in line with Wall Street's estimates. Company management is currently guiding for a 6.5% year-on-year increase in sales next quarter. Looking further ahead, sell-side analysts expect revenue to grow 7.4% over the next 12 months, a deceleration versus the last three years. This projection is underwhelming and implies its products and services will see some demand headwinds. Here at StockStory, we certainly understand the potential of thematic investing. Diverse winners from Microsoft (MSFT) to Alphabet (GOOG), Coca-Cola (KO) to Monster Beverage (MNST) could all have been identified as promising growth stories with a megatrend driving the growth. So, in that spirit, we've identified a relatively under-the-radar profitable growth stock benefiting from the rise of AI, available to you FREE via this link.
Yahoo
29-04-2025
- Business
- Yahoo
3 Small-Cap Stocks Facing Headwinds
Investors looking for hidden gems should keep an eye on small-cap stocks because they're frequently overlooked by Wall Street. Many opportunities exist in this part of the market, but it is also a high-risk, high-reward environment due to the lack of reliable analyst price targets. Luckily for you, our mission at StockStory is to help you make money and avoid losses by sorting the winners from the losers. Keeping that in mind, here are three small-cap stocks to swipe left on and some alternatives you should look into instead. Market Cap: $3.09 billion Started in 2001 by software engineer Therese Tucker, one of the very few women founders who took their companies public, BlackLine (NASDAQ:BL) provides software for organizations to automate accounting and finance tasks. Why Are We Wary of BL? Average billings growth of 6.7% over the last year was subpar, suggesting it struggled to push its software and might have to lower prices to stimulate demand Estimated sales growth of 6.8% for the next 12 months implies demand will slow from its three-year trend Free cash flow margin is expected to remain in place over the coming year, marking a divergence from its peers BlackLine's stock price of $46.70 implies a valuation ratio of 5x forward price-to-sales. Check out our free in-depth research report to learn more about why BL doesn't pass our bar. Market Cap: $1.33 billion Having designed the industry's first double-decker railcar in the 1980s, Greenbrier (NYSE:GBX) supplies the freight rail transportation industry with railcars and related services. Why Should You Dump GBX? Annual sales declines of 1.7% for the past two years show its products and services struggled to connect with the market during this cycle Competitive supply chain dynamics and steep production costs are reflected in its low gross margin of 13.3% Free cash flow margin shrank by 12 percentage points over the last five years, suggesting the company is consuming more capital to stay competitive Greenbrier is trading at $42.01 per share, or 6.2x forward EV-to-EBITDA. If you're considering GBX for your portfolio, see our FREE research report to learn more. Market Cap: $8.44 billion Originally spun off from General Electric in 2005 to provide business process services, Genpact (NYSE:G) is a global professional services firm that helps businesses transform their operations through digital technology, AI, and data analytics solutions. Why Do We Think Twice About G? Muted 4.4% annual revenue growth over the last two years shows its demand lagged behind its business services peers Underwhelming constant currency revenue performance over the past two years suggests its product offering at current prices doesn't resonate with customers 2.5 percentage point decline in its free cash flow margin over the last five years reflects the company's increased investments to defend its market position At $47.67 per share, Genpact trades at 14.1x forward price-to-earnings. Dive into our free research report to see why there are better opportunities than G. Donald Trump's victory in the 2024 U.S. Presidential Election sent major indices to all-time highs, but stocks have retraced as investors debate the health of the economy and the potential impact of tariffs. While this leaves much uncertainty around 2025, a few companies are poised for long-term gains regardless of the political or macroeconomic climate, like our Top 5 Growth Stocks for this month. This is a curated list of our High Quality stocks that have generated a market-beating return of 175% over the last five years. Stocks that made our list in 2019 include now familiar names such as Nvidia (+2,183% between December 2019 and December 2024) as well as under-the-radar businesses like United Rentals (+322% five-year return). Find your next big winner with StockStory today for free. Sign in to access your portfolio
Yahoo
28-04-2025
- Business
- Yahoo
Q4 Earnings Roundup: BlackLine (NASDAQ:BL) And The Rest Of The Finance and HR Software Segment
Earnings results often indicate what direction a company will take in the months ahead. With Q4 behind us, let's have a look at BlackLine (NASDAQ:BL) and its peers. Organizations are constantly looking to improve organizational efficiencies, whether it is financial planning, tax management or payroll. Finance and HR software benefit from the SaaS-ification of businesses, large and small, who much prefer the flexibility of cloud-based, web-browser delivered software paid for on a subscription basis than the hassle and expense of purchasing and managing on-premise enterprise software. The 14 finance and HR software stocks we track reported a mixed Q4. As a group, revenues beat analysts' consensus estimates by 1.1% while next quarter's revenue guidance was 1.4% below. Amidst this news, share prices of the companies have had a rough stretch. On average, they are down 12.2% since the latest earnings results. Started in 2001 by software engineer Therese Tucker, one of the very few women founders who took their companies public, BlackLine (NASDAQ:BL) provides software for organizations to automate accounting and finance tasks. BlackLine reported revenues of $169.5 million, up 8.8% year on year. This print exceeded analysts' expectations by 0.6%. Despite the top-line beat, it was still a slower quarter for the company with full-year EPS guidance missing analysts' expectations. 'We believe our recent user conference and accelerating innovation are creating momentum for BlackLine,' said Owen Ryan, Co-CEO of BlackLine. The stock is down 26.5% since reporting and currently trades at $46.56. Read our full report on BlackLine here, it's free. Founded by industry veterans Aneel Bushri and Dave Duffield after their former company PeopleSoft was acquired by Oracle in a hostile takeover, Workday (NASDAQ:WDAY) provides cloud-based software for organizations to manage and plan finance and human resources. Workday reported revenues of $2.21 billion, up 15% year on year, outperforming analysts' expectations by 1.3%. The business had a very strong quarter with a solid beat of analysts' EBITDA estimates and an impressive beat of analysts' billings estimates. The market seems unhappy with the results as the stock is down 6.2% since reporting. It currently trades at $239.30. Is now the time to buy Workday? Access our full analysis of the earnings results here, it's free. Originally created to process international tuition payments for universities, Flywire (NASDAQ:FLYW) is a cross border payments processor and software platform focusing on complex, high-value transactions like education, healthcare and B2B payments. Flywire reported revenues of $117.6 million, up 22.4% year on year, falling short of analysts' expectations by 4.9%. It was a softer quarter as it posted revenue guidance for the next quarter, slightly missing analysts' expectations. Flywire delivered the fastest revenue growth but had the weakest performance against analyst estimates in the group. As expected, the stock is down 51% since the results and currently trades at $8.64. Read our full analysis of Flywire's results here. Founded in 1990 in Cincinnati, Ohio, Paycor (NASDAQ: PYCR) provides software for small businesses to manage their payroll and HR needs in one place. Paycor reported revenues of $180.4 million, up 13.1% year on year. This number beat analysts' expectations by 1.9%. However, it was a slower quarter as it logged a significant miss of analysts' EBITDA estimates. The stock is up 1.6% since reporting and currently trades at $22.49. Read our full, actionable report on Paycor here, it's free. Created from the merger of two small workforce management companies in 2007, Asure (NASDAQ:ASUR) provides cloud based payroll and HR software for small and medium-sized businesses (SMBs). Asure reported revenues of $30.79 million, up 17.2% year on year. This print met analysts' expectations. Aside from that, it was a slower quarter as it produced EBITDA guidance for next quarter missing analysts' expectations. The stock is down 3.8% since reporting and currently trades at $9.32. Read our full, actionable report on Asure here, it's free. Thanks to the Fed's rate hikes in 2022 and 2023, inflation has been on a steady path downward, easing back toward that 2% sweet spot. Fortunately (miraculously to some), all this tightening didn't send the economy tumbling into a recession, so here we are, cautiously celebrating a soft landing. The cherry on top? Recent rate cuts (half a point in September 2024, a quarter in November) have propped up markets, especially after Trump's November win lit a fire under major indices and sent them to all-time highs. However, there's still plenty to ponder — tariffs, corporate tax cuts, and what 2025 might hold for the economy. Want to invest in winners with rock-solid fundamentals? Check out our Strong Momentum Stocks and add them to your watchlist. These companies are poised for growth regardless of the political or macroeconomic climate. Join Paid Stock Investor Research Help us make StockStory more helpful to investors like yourself. Join our paid user research session and receive a $50 Amazon gift card for your opinions. Sign up here. Sign in to access your portfolio
Yahoo
11-02-2025
- Business
- Yahoo
BlackLine (NASDAQ:BL) Surprises With Q4 Sales But Stock Drops 13.6%
Accounting automation software maker Blackline (NASDAQ:BL) reported Q4 CY2024 results exceeding the market's revenue expectations , with sales up 8.8% year on year to $169.5 million. On the other hand, next quarter's revenue guidance of $167 million was less impressive, coming in 2.1% below analysts' estimates. Its non-GAAP profit of $0.47 per share was 6.4% below analysts' consensus estimates. Is now the time to buy BlackLine? Find out in our full research report. Revenue: $169.5 million vs analyst estimates of $168.4 million (8.8% year-on-year growth, 0.6% beat) Adjusted EPS: $0.47 vs analyst expectations of $0.50 (6.4% miss) Adjusted Operating Income: $30.65 million vs analyst estimates of $31.26 million (18.1% margin, 1.9% miss) Management's revenue guidance for the upcoming financial year 2025 is $702 million at the midpoint, missing analyst estimates by 1.4% and implying 7.4% growth (vs 10.8% in FY2024) Adjusted EPS guidance for the upcoming financial year 2025 is $2.04 at the midpoint, missing analyst estimates by 10.6% Operating Margin: 3.7%, down from 8.2% in the same quarter last year Free Cash Flow Margin: 21.6%, down from 29.8% in the previous quarter Customers: 4,443, up from 4,433 in the previous quarter Net Revenue Retention Rate: 102%, down from 105% in the previous quarter Market Capitalization: $4.02 billion 'We believe our recent user conference and accelerating innovation are creating momentum for BlackLine,' said Owen Ryan, Co-CEO of BlackLine. Started in 2001 by software engineer Therese Tucker, one of the very few women founders who took their companies public, BlackLine (NASDAQ:BL) provides software for organizations to automate accounting and finance tasks. The demand for easy to use, integrated cloud based finance software that integrates tax and accounting operations continues to rise in tandem with the difficulty workers find trying to use existing accounting tools like spreadsheets given the growing volume of finance data littered across a multitude of enterprise applications. A related demand driver is the secular increase of e-commerce and rising adoption of modern point of sales and payments platforms which easily integrate with backend financial software. A company's long-term performance is an indicator of its overall quality. While any business can experience short-term success, top-performing ones enjoy sustained growth for years. Over the last three years, BlackLine grew its sales at a 15.3% compounded annual growth rate. Although this growth is acceptable on an absolute basis, it fell slightly short of our benchmark for the software sector, which enjoys a number of secular tailwinds. This quarter, BlackLine reported year-on-year revenue growth of 8.8%, and its $169.5 million of revenue exceeded Wall Street's estimates by 0.6%. Company management is currently guiding for a 6.1% year-on-year increase in sales next quarter. Looking further ahead, sell-side analysts expect revenue to grow 9% over the next 12 months, a deceleration versus the last three years. This projection doesn't excite us and indicates its products and services will see some demand headwinds. Software is eating the world and there is virtually no industry left that has been untouched by it. That drives increasing demand for tools helping software developers do their jobs, whether it be monitoring critical cloud infrastructure, integrating audio and video functionality, or ensuring smooth content streaming. Click here to access a free report on our 3 favorite stocks to play this generational megatrend. One of the best parts about the software-as-a-service business model (and a reason why they trade at high valuation multiples) is that customers typically spend more on a company's products and services over time. BlackLine's net revenue retention rate, a key performance metric measuring how much money existing customers from a year ago are spending today, was 104% in Q4. This means BlackLine would've grown its revenue by 4% even if it didn't win any new customers over the last 12 months. Despite falling over the last year, BlackLine still has an adequate net retention rate, showing us that it generally keeps customers but lags behind the best SaaS businesses, which routinely post net retention rates of 120%+. We were impressed by BlackLine's strong growth in customers this quarter. On the other hand, its full-year revenue guidance slightly missed and its full-year EPS guidance fell short of Wall Street's estimates. Overall, this quarter could have been better. The stock traded down 13.6% to $54.79 immediately after reporting. BlackLine underperformed this quarter, but does that create an opportunity to invest right now? We think that the latest quarter is just one piece of the longer-term business quality puzzle. Quality, when combined with valuation, can help determine if the stock is a buy. We cover that in our actionable full research report which you can read here, it's free. Sign in to access your portfolio
