BL Earnings

BL reported its earnings on 2026-02-10, showcasing a revenue of 183.18M against an estimate of 182.95M, resulting in a 0.13% surprise. The EPS was 0.63, surpassing the expected 0.59 by 6.78%. The stock experienced a -5.48% price change on the earnings day and a -15.77% change over the next five days, reflecting market reactions to the results.

Following BL's earnings announcement on 2026-02-10, the stock price moved by -5.48% on the day of the release. Over the subsequent five days, it saw a -15.77% change. Historically, BL's stock price tends to shift by an average of 4.49% in the 10 days leading up to earnings and -2.09% in the 10 days following, providing insight into potential market.

For 2026/Q1, analysts estimate BL's annual revenue to reach 181.36M, while the EPS is projected at 0.55. These estimates reflect recent revisions, with revenue estimates unchanged by 0% and EPS estimates unchanged by 0% over the past three months, indicating analyst expectation in the company's performance.

The correlation between BL's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock's fundamentals. Over the past three months, revenue estimates for FY2025 were unchanged by 0%, while EPS estimates moved unchanged by 0%. This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, BL's stock price typically moves by 4.49% in the 10 days before its earnings and -2.09% in the 10 days after. For the upcoming 2026/Q1 earnings, analysts expect an EPS of 0.55 and revenue of 181.36M.

The earnings call highlights strong financial performance, with a 30% decrease in customer acquisition costs and a high enterprise customer revenue renewal rate of 95%. The positive sentiment is reinforced by the strategic shift to platform pricing and AI innovations, which are gaining traction. However, management's avoidance of directly addressing shareholder value questions slightly tempers the outlook. Considering the company's solid performance metrics and optimistic future guidance, a positive stock price reaction is expected, especially given the market cap's moderate size.