BRIDGELINE DIGITAL INC (BLIN)
NASDAQInformation TechnologySoftware - InfrastructureSnapshot 2026-09-04
$0.93-2.60%
Close 2026-09-04 · 1-day change
NASDAQInformation TechnologySoftware - InfrastructureSnapshot 2026-09-04
QuarterlyIQ Insights · BLIN
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance sits well below its industry cohort — worth keeping an eye on, though it has not freshly broken.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | -84.7% |
| Our one-year growth estimate | diamond |
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
Usually moved in the same direction.
Price observations: 365 days
Most sensitive to the broad stock market.
Based on historical daily prices through 2026-09-04.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
| 40.0% |
Growth built into the price is above our model estimate.
The price assumes 124.7 percentage points less one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-09-04 · Compared with 69 industry peers · Company calendar date is not available
BLIN — debt issuance
Dated 2026-07-14
Entry into Material Definitive Agreement. On July 14, 2026, Bridgeline Digital. Inc. (the “Company”) entered into a Common Stock Sales Agreement (the “Sales Agreement”) with WestPark Capital, Inc., as sales agent (“WestPark”), pursuant to which the Company may offer and sell, from time to time through WestPark, shares (the “Placement Shares”) of the Company’s common stock, par value $0.001 per share (the “Common Stock”), subject to the terms and conditions of the Sales Agreement. The Company…
Why it matters: If the Information Technology sector grows, it may help Bridgeline. A strong sector can lift individual companies.
Supportive ifSector revenue growth speeds up to about 10% year over year.
Worry ifSector revenue growth remains below 4% year over year.
Why it matters: Lower cash burn indicates better cash flow management. This is crucial for the company's financial health.
Supportive ifCash from operating activities improves to less than -$30K in Q3.
Worry ifCash from operating activities worsens to more than -$50K in Q3.
Why it matters: Keeping core revenue growth over 10% shows strong demand for products and good market position.
Supportive ifCore revenue growth exceeds 10% YoY in Q3 fiscal 2026.
Worry ifCore revenue growth falls below 10% YoY in Q3 fiscal 2026.
Why it matters: A better gross margin shows that Bridgeline is managing costs well and making more money.
Supportive ifGross margin improves to above 64% in Q2 2026.
Worry ifGross margin falls below 64% in Q2 2026.
We watch for confirming and disproving signals on each item. Resolutions are found automatically where possible and checked by hand for unclear cases. Last 90 days shown.
A larger daily loss that occurred about once in every 20 trading days.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$248 on $10,000 · ±2.5% | How much price usually moves either way. |
| Bad day | $624 loss on $10,000 · 6.2% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $5,541 loss on $10,000 · 55.4% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.
Why it matters: Strong subscription revenue growth shows good customer retention. It also shows product demand.
Supportive ifSubscription revenue grows more than 5% year over year.
Worry ifSubscription revenue growth is less than 2% year over year.
Why it matters: Gaining customers in B2B distribution is crucial for growth. More wins indicate market strength.
Supportive ifBridgeline will announce new B2B distribution customer wins soon.
Worry ifNo new B2B distribution customer wins were announced. This suggests market problems.
Why it matters: More new contracts show strong demand for Bridgeline's AI products. This shows growth potential.
Supportive ifBridgeline has over 20 new customer contracts in one quarter.
Worry ifNew customer contracts fall below 15 in a quarter.
Why it matters: New partnerships can increase revenue. They also show that products work well in the market.
Supportive ifBridgeline has 5 new partnerships for HawkSearch in one quarter.
Worry ifPartnerships for HawkSearch remain stagnant with no new clients added.
Why it matters: Positive cash flow shows better cash management. It supports the company's growth strategy.
Supportive ifIn Q3, cash from operations is positive. This confirms good cash flow management.
Worry ifIn Q3, cash from operations is negative. This shows problems with cash management.
Why it matters: Better operating income shows improved cost management. This can help build investor trust.
Supportive ifOperating income improves to less than -$400K in Q3.
Worry ifOperating income worsens to more than -$450K in Q3.
Why it matters: Bridgeline needs to grow new logo sales to increase revenue. Good sales would support management's growth plan.
Supportive ifNew logo sales exceed 10 contracts in Q4, indicating strong demand.
Worry ifIf new logo sales drop below 5 contracts in Q4, it shows weaker demand.
Why it matters: A smaller operating loss means Bridgeline is managing costs better. This is key for lasting success.
Supportive ifOperating loss reduces to less than $0.4 million in Q4.
Worry ifOperating loss increases to more than $0.5 million in Q4.
Why it matters: Positive cash flow shows better financial health and efficiency. This helps build investor trust.
Supportive ifOperating cash flow turns positive again in Q4.
Worry ifOperating cash flow turns negative in Q4.
Why it matters: New customer wins validate Bridgeline's product strength and market demand. This supports ongoing revenue growth.
Supportive ifAt least 5 new customer wins reported in Q4.
Worry ifFewer than 3 new customer wins reported in Q4.