Expectations trend
FY2027 · fiscal year ending 2027-09-30 · fmp
BRIDGELINE DIGITAL INC (BLIN)
NASDAQInformation TechnologySoftware - InfrastructureSnapshot 2026-11-04
$0.67-9.98%
Close 2026-11-05 · 1-day change
NASDAQInformation TechnologySoftware - InfrastructureSnapshot 2026-11-04
The long-term thesis, the evidence coming in, and the environment around it. Thesis dated Jul 8, 2026.
Next-FY EPS estimate change · 30 days
Matching fiscal periods, usable estimates and at least one analyst are required.
One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.
The calculation requires same-period, same-provider snapshots, positive EPS, at least one analyst and a baseline within three days of the requested lookback.
The EPS and P/E reference is not available for BLIN yet.
| Measure / period | Management expectations | Analyst expectations |
|---|
Management figures unavailable.
Current consensus figures unavailable.
Three published thesis conditions, with dated milestones shown separately.
| Key Factor | Why It Matters | Current Status | Break Condition | Latest Evidence |
|---|---|---|---|---|
Reduction in operating cash burn | The company is cutting losses, improving operating income from -$745K to -$426K and reducing cash burn from -$565K to -$40K. | Recovered | operating cash flow falls below -$565K after 2026-Q2 | Cash from operations: $155,000 FY2026-Q3; GAAP. Published target: operating cash flow >= -$40K in 2026-Q2. The stored target says 2026-Q2; this source reports FY2026-Q3. Fiscal/calendar alignment needs review. Aug 13, 2026155,000 USD · source valueLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Compare these dated observations with the operating requirements above
FY2027 · fiscal year ending 2027-09-30 · fmp
The evidence, the remaining questions, and what comes next
No recovery evidence is reported in the available driver assessments.
Dec 17, 2026
Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.
Observed price history; separate from operating scenarios
The weekly editorial context below is a separate assessment from the dated monitor evidence above. Recovery observations do not automatically change the published thesis. Unverified outside influences are hypotheses, not measured driver evidence.
This is a high-risk, loss-making small technology company, not yet a proven durable compounder. Its multi-year view is in a watch state: core-product growth and lower operating losses are constructive, but confidence has fallen to medium and recent performance is weak.
BLIN is described as cheap versus peers, but the valuation model has low confidence and the expectations gap is negative. The evidence labels the valuation as justified with low fragility, but it does not give a reliable basis for treating the low relative valuation as proof that expectations are undemanding.
Near term, revenue has been relatively steady, while first-nine-month core revenue grew and the operating loss narrowed as expenses declined. The company remains loss-making, and a guidance cut would be a meaningful setback; a recent delisting notice also adds risk, though the evidence does not detail its outcome.
Over the next several quarters, the thesis depends on continued growth in new customers, existing accounts, and core products, alongside further progress in reducing losses. A guidance cut or continued weak sector conditions would weigh on the business setup, while lower interest rates or stabilization among major technology peers could provide a more supportive backdrop.
For the next one to three years, BLIN has some operating progress to build on, but weak recent performance, ongoing losses, and the delisting notice leave the long-term thesis uncertain and high risk. Not investment advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Improvement in operating income and net losses | The company is cutting losses, improving operating income from -$745K to -$426K and reducing cash burn from -$565K to -$40K. | Intact | operating income or net income worsens beyond 2025-Q2 levels | Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Date unavailableLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. Management contextStated in 2 of 2 supplied quarters. Management reported: “|| ● | Operating loss for the quarter ended June 30, 2026 was $0.5 million, as compared to $0.7 million for the same period last year.” “|| ● | Net loss for the quarter ended June 30, 2026, was $0.5 million, as compared to a net loss of $0.8 million for the same period last year.” Delivery assessment Nov 4, 2026 |
Revenue growth from new client sales | A primary condition in BRIDGELINE DIGITAL INC's published investment case. The stated target is >= $3.92M revenue in 2026-Q2. | Improving | revenue falls below $3.87M in any quarter after 2026-Q2 | Revenue: $3.922M FY2026-Q3; GAAP. Published target: >= $3.92M revenue in 2026-Q2. The stored target says 2026-Q2; this source reports FY2026-Q3. Fiscal/calendar alignment needs review. Aug 13, 20263,922,000 USD · source valueLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Stored thesis · Jul 8, 2026. Latest Evidence uses source-matched measurements where available, alongside the last thesis-monitor assessment. Source periods and assessment dates are shown separately. A new measurement does not automatically change the published status or verify an older target.
$0.12 → $0.12 · observed estimates
$0.02B → $0.02B · observed estimates
One fiscal period and provider throughout. At least five contributors are required for each plotted metric; missing coverage stays a gap. Axes show the observed range. Counts measure coverage, not revisions.
| Snapshot | EPS | Revenue | EPS / revenue analysts |
|---|---|---|---|
| 2026-07-24 | $0.12 | $22,400,000 | 1 / 1 |
| 2026-07-25 | $0.12 | $22,400,000 | 1 / 1 |
| 2026-07-26 | $0.12 | $22,400,000 | 1 / 1 |
| 2026-07-27 | $0.12 | $22,400,000 | 1 / 1 |
| 2026-07-28 | $0.12 | $22,400,000 | 1 / 1 |
| 2026-07-29 | $0.12 | $22,400,000 | 1 / 1 |
| 2026-07-30 | $0.12 | $22,400,000 | 1 / 1 |
| 2026-07-31 | $0.12 | $22,400,000 | 1 / 1 |
| 2026-08-01 | $0.12 | $22,400,000 | 1 / 1 |
| 2026-08-02 | $0.12 | $22,400,000 | 1 / 1 |
| 2026-08-03 | $0.12 | $22,400,000 | 1 / 1 |
| 2026-08-04 | $0.12 | $22,400,000 | 1 / 1 |
| 2026-08-05 | $0.12 | $22,400,000 | 1 / 1 |
| 2026-08-06 | $0.12 | $22,400,000 | 1 / 1 |
| 2026-08-07 | $0.12 | $22,400,000 | 1 / 1 |
| 2026-08-08 | $0.12 | $22,400,000 | 1 / 1 |
| 2026-08-09 | $0.12 | $22,400,000 | 1 / 1 |
| 2026-08-10 | $0.12 | $22,400,000 | 1 / 1 |
| 2026-08-11 | $0.12 | $22,400,000 | 1 / 1 |
| 2026-08-12 | $0.12 | $22,400,000 | 1 / 1 |
| 2026-08-13 | $0.12 | $22,400,000 | 1 / 1 |
| 2026-08-14 | $0.12 | $22,400,000 | 1 / 1 |
| 2026-08-15 | $0.12 | $22,400,000 | 1 / 1 |
| 2026-08-16 | $0.12 | $22,400,000 | 1 / 1 |
| 2026-08-17 | $0.12 | $22,400,000 | 1 / 1 |
| 2026-08-18 | $0.12 | $22,400,000 | 1 / 1 |
| 2026-08-19 | $0.12 | $22,400,000 | 1 / 1 |
| 2026-08-20 | $0.12 | $22,400,000 | 1 / 1 |
| 2026-08-21 | $0.12 | $22,400,000 | 1 / 1 |
| 2026-08-22 | $0.12 | $22,400,000 | 1 / 1 |
| 2026-08-23 | $0.12 | $22,400,000 | 1 / 1 |
| 2026-08-24 | $0.12 | $22,400,000 | 1 / 1 |
| 2026-08-25 | $0.12 | $22,400,000 | 1 / 1 |
| 2026-08-26 | $0.12 | $22,400,000 | 1 / 1 |
| 2026-08-27 | $0.12 | $22,400,000 | 1 / 1 |
| 2026-08-28 | $0.12 | $22,400,000 | 1 / 1 |
| 2026-08-29 | $0.12 | $22,400,000 | 1 / 1 |
| 2026-08-30 | $0.12 | $22,400,000 | 1 / 1 |
| 2026-08-31 | $0.12 | $22,400,000 | 1 / 1 |
| 2026-09-01 | $0.12 | $22,400,000 | 1 / 1 |
| 2026-09-02 | $0.12 | $22,400,000 | 1 / 1 |
| 2026-09-03 | $0.12 | $22,400,000 | 1 / 1 |
| 2026-09-04 | $0.12 | $22,400,000 | 1 / 1 |
| 2026-09-05 | $0.12 | $22,400,000 | 1 / 1 |
| 2026-09-06 | $0.12 | $22,400,000 | 1 / 1 |
| 2026-09-07 | $0.12 | $22,400,000 | 1 / 1 |
| 2026-09-08 | $0.12 | $22,400,000 | 1 / 1 |
| 2026-09-09 | $0.12 | $22,400,000 | 1 / 1 |
| 2026-09-10 | $0.12 | $22,400,000 | 1 / 1 |
| 2026-09-11 | $0.12 | $22,400,000 | 1 / 1 |
| 2026-09-12 | $0.12 | $22,400,000 | 1 / 1 |
| 2026-09-13 | $0.12 | $22,400,000 | 1 / 1 |
| 2026-09-14 | $0.12 | $22,400,000 | 1 / 1 |
| 2026-09-15 | $0.12 | $22,400,000 | 1 / 1 |
| 2026-09-16 | $0.12 | $22,400,000 | 1 / 1 |
| 2026-09-17 | $0.12 | $22,400,000 | 1 / 1 |
| 2026-09-18 | $0.12 | $22,400,000 | 1 / 1 |
| 2026-09-19 | $0.12 | $22,400,000 | 1 / 1 |
| 2026-09-20 | $0.12 | $22,400,000 | 1 / 1 |
| 2026-09-21 | $0.12 | $22,400,000 | 1 / 1 |
| 2026-09-22 | $0.12 | $22,400,000 | 1 / 1 |
| 2026-09-23 | $0.12 | $22,400,000 | 1 / 1 |
| 2026-09-24 | $0.12 | $22,400,000 | 1 / 1 |
| 2026-09-25 | $0.12 | $22,400,000 | 1 / 1 |
| 2026-09-26 | $0.12 | $22,400,000 | 1 / 1 |
| 2026-09-27 | $0.12 | $22,400,000 | 1 / 1 |
| 2026-09-28 | $0.12 | $22,400,000 | 1 / 1 |
| 2026-09-29 | $0.12 | $22,400,000 | 1 / 1 |
| 2026-09-30 | $0.12 | $22,400,000 | 1 / 1 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Monthly analyst history is unavailable.
Recent actions · Oct 6–Nov 4 · 0 recorded
Individual price-target observations are unavailable.
0 raises · 0 cuts · 0 unchanged · 0 without a comparable prior
Oct 6, 2026–Nov 4, 2026. Each firm's latest positive target is paired only with its immediately prior positive target from the same provider, at most 180 days earlier. Unmatched observations have one dot; conflicting observations are not compared.
3 of 3 published conditions remain under pressure or need verification. The next results need to address those conditions.
The dated weekly assessment and its assumptions are available in Read detailed Outlook.