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Bridgeline Digital, Inc.
NASDAQ: BLIN Technology IT 🔎 Screen
$11M
Market Cap
6.6
P/E
PEG
-27.0%
ROCE
-25.7%
ROE
0.03
D/E
-15.8%
OPM
-38.9%
% from 52W High
22
α RS
🌏 Global Investor Returns
Currency-adjusted total returns for BLIN including FX impact
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📈 Price History
Ratio Health
Excellent
Good
Average
Poor
By Category
📊 Sector Averages
About

Bridgeline Digital, Inc. operates as a marketing technology company in the United States, Canada, and internationally.

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📈 Growth Pattern
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⭐ Superinvestors Holding BLIN
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Manager Shares Value % of Fund Period
Jim Simons Renaissance Technologies LLC 158.7K $127K 0.00% Mar 2026

SEC Form 13F data. 45-day lag from quarter end.

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✓ 📞 Earnings Call Transcripts (5 quarters) submit a missing quarter
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📞 Earnings Call Transcripts (5)
Q2 2026 Q2 2026 2026-05-14
Record new logo sales and ARR growth driven by AI-powered HawkSearch suite and expanded marketing efforts. Gross margin held at 64% with improved net loss and EBITDA. Pipeline nearly doubled year-over-year, supporting a strong outlook for continued growth.
Q1 2026 Q1 2026 2026-02-12
Core products and AI-driven solutions fueled revenue and customer growth, with HawkSearch now 60% of revenue and net revenue retention at 107%. Gross margin remains strong, and the outlook anticipates continued double-digit growth, especially in B2B markets.
Q4 2025 Q4 2025 2025-12-18
HawkSearch Suite drove 58% of revenue and 117% net revenue retention, with strong customer expansion and six new AI products launched. Q1 revenue was flat at $3.9M, but core product growth, new partnerships, and increased marketing set up accelerated growth for 2026.
Q3 2025 Q3 2025 2025-08-14
Q3 FY2025 saw $3.8M revenue, with HawkSearch now over 60% of total and growing at a double-digit rate. Increased marketing spend and product innovation are driving pipeline growth, while legacy product declines are expected to be offset by HawkSearch's momentum by 2026.
Q2 2025 Q2 2025 2025-05-15
Q2 FY2025 saw strong HawkSearch sales, $3.9M revenue, and a $2.2M capital raise to boost marketing. Core products drive growth with 113% net retention, and increased ad spend is expected to accelerate revenue in FY2026.
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📊 Analysis Methodology

This comprehensive investment analysis was conducted using The Finmagine™ Stock Analysis & Ranking Methodology, a proprietary framework that systematically evaluates stocks across five critical dimensions: Financial Health, Growth Prospects, Competitive Positioning, Management Quality, and Valuation.

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Financial Model
Projections are built from each company's audited annual financials (Income Statement, Balance Sheet, Cash Flow) over the last 5 fiscal years. Forward assumptions — revenue growth %, EBITDA margin, D&A (USD millions), interest expense, tax rate, and capex — are AI-generated using historical context and refreshed twice a year: after the December results season and after the September/Q4 results season.

DCF Valuation
Fair Value = Σ(FCFt / (1+WACC)t) + Terminal Value. Terminal Value uses the Gordon Growth Model: FCF5 × (1+g) / (WACC−g). Default WACC: 10% (US risk-free ~4.5%, equity risk premium ~5.5%). Default terminal growth: 3% (long-run US nominal GDP proxy).

CAGR Tracker
Expected 5-year CAGR = (DCF Fair Value / Current Price)1/5 − 1. Assumes fair value is reached in exactly 5 years — a mechanical estimate only.

Data Sources & Limitations
Financial statements sourced from public filings. Prices updated daily. Forward assumptions are AI-generated. All monetary values in USD millions. Non-US ADR companies may have currency conversion inaccuracies. Models are point-in-time and do not update intra-quarter or account for M&A, macro shocks, or extraordinary items.

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Investment Risk:
Investing in securities, including US equities and ETFs, involves inherent risks including the potential loss of principal. All investments are subject to market fluctuations, economic conditions, regulatory changes, and other factors that may affect their value. Past performance is not indicative of future results. This analysis is provided for informational and educational purposes only and should not be construed as investment advice under any circumstances.

No Investment Recommendation:
This analysis does not constitute, nor should it be interpreted as, an offer, solicitation, or recommendation to buy, sell, or hold any securities or financial products. Investors are strongly advised to conduct their own independent research and due diligence and to consult with a licensed financial advisor or an SEC-registered investment adviser before making any investment decisions, taking into account their individual financial situation, risk tolerance, and investment objectives.

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Conflict of Interest Disclosure:
The author and/or analyst may currently hold or have previously held positions in the securities discussed. Any such positions are not intended to influence the objectivity or independence of the analysis. This research is produced independently and is not sponsored, endorsed, or commissioned by any company or institution.

Information Sources:
The analysis is based on publicly available information including SEC filings (10-K, 10-Q), annual reports, management commentary, and publicly available financial data. Information is believed to be accurate as of the date of publication but may be subject to change without notice. Readers are encouraged to independently verify all information before acting upon it.

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