Bridgeline Digital, Inc. (BLIN) AI Stock Analysis

NASDAQ: BLINAI research summary: business, growth, valuation, analysts, bull and bear case.

BLIN AI stock analysis summary

AI Research

Bridgeline Digital, Inc. is a marketing technology company providing cloud-based search, eCommerce, and digital experience solutions. Over the trailing twelve months, the company generated $15.6M in revenue with an operating margin of -10.2% and an EPS of -$0.10. Its market capitalization stands at $9.0M, supported by a net cash position of $583,000 as of June 30, 2026.

Market cap
$9.0M
Revenue (TTM)
$15.6M
P/E
—
fwd 12.2x
1Y return
-47.3%
S&P 500 16.8%
Avg. target
$4.62
544.9% vs last close

Bull case

  • Bridgeline maintains a positive net cash position of $583,000 with a low debt-to-equity ratio of 0.10 as of June 30, 2026.
  • Analyst projections for the next fiscal year model a turnaround to positive EPS of $0.12 on $22.4M in revenue.
  • The stock trades at a price-to-sales ratio of 0.6x, representing a discount to the US-listed Technology peer median of 2.8x.

Bear case

  • The company remained unprofitable in FY2025 with a net loss of -$2.5M and negative free cash flow of -$1.1M.
  • Short-term liquidity is constrained, evidenced by a current ratio of 0.61 as of June 30, 2026.
  • Long-term share performance has been weak, with the stock falling 82.3% over the trailing 5-year period.

What Bridgeline Digital does

Bridgeline Digital, Inc. operates as a marketing technology company based in Burlington, Massachusetts, offering solutions to improve digital experiences. Its suite includes HawkSearch for site search, recommendations, and personalization, alongside Celebros Search, an artificial intelligence-driven search product using natural language processing to enhance conversions. The company also provides Woorank for SEO audits, TruPresence for multi-unit and franchise web content management and eCommerce, Unbound for customer journey management, and OrchestraCMS for Salesforce-integrated digital solutions. Additionally, Bridgeline delivers digital strategy, web design, web development, usability engineering, and information architecture services.

Growth and profitability

Bridgeline's revenue grew at a 5-year CAGR of 7.1% from FY2020 to FY2025. Annual revenue expanded from $13.3M in FY2021 to $16.8M in FY2022, before dropping to $15.9M in FY2023 and $15.4M in FY2024. In FY2025, revenue reached $15.4M, reflecting 0.2% growth, while net margin was -16.4% and net income was -$2.5M. Gross margin stood at 66.6% in FY2025, down from 69.6% in FY2022. For the trailing twelve months ending June 30, 2026, revenue was $15.6M with a profit margin of -8.6%. In the latest quarter ended June 30, 2026, quarterly revenue grew 2.0% year-over-year, and quarterly earnings grew 12.5%.

BLIN income statement →

Balance sheet and cash flow

As of June 30, 2026, Bridgeline held $1.5M in cash and short-term investments against $882,000 in total debt, leaving a net cash balance of $583,000. Shareholders' equity was $8.9M, and the debt-to-equity ratio was 0.10. Liquidity remains tight with a current ratio of 0.61. During FY2025, operating cash flow was -$1.1M and free cash flow was -$1.1M. Capital expenditures were $18,000, while the company allocated $331,000 toward share buybacks.

BLIN balance sheet →

Valuation and performance

Bridgeline trades at an enterprise value of $9.9M and a price-to-sales multiple of 0.6x, compared to 2.8x for the median of its US-listed Technology peers. Its forward P/E ratio of 12.2x sits below the peer group median of 18.8x, while its EV/EBITDA of 68.7x is above the peer median of 16.6x. Over the past year, BLIN shares fell 47.3%, significantly trailing the S&P 500 (SPY) return of 16.8%. Over a 5-year period, the stock declined 82.3%, compared to an 83.0% gain for the S&P 500.

BLIN key metrics →

What analysts expect

Wall Street analyst coverage lists a mean price target of $4.62 for Bridgeline, representing an upside of 544.9% from its last close of $0.72. For the current fiscal year ending September 30, 2026, EPS is estimated at -$0.01, representing a 91.5% earnings improvement. For the next fiscal year, 1 analyst projects revenue of $22.4M, indicating 21.1% growth, and EPS of $0.12. Bridgeline has beaten EPS estimates in 2 of the trailing 4 quarters.

BLIN forecast and price target →

Key risks and what to watch

  • Operating cash flow was negative at -$1.1M in FY2025, which could pressure the $1.5M cash reserve if cash burn continues.
  • A current ratio of 0.61 indicates short-term liabilities exceed short-term assets as of June 30, 2026.
  • Share count expanded by 14.3% over a 5-year period, creating dilution risks for existing shareholders.
  • The stock closed at $0.72 on October 16, 2026, trading 24.8% below its 200-day moving average and near its 52-week low of $0.69.

AI-generated research summary. Written with AI from Quotelinks data as of October 16, 2026 and checked so every figure matches that data. For information only, not investment advice. Disclaimer

About this BLIN AI stock analysis

This page is an AI-written research summary of Bridgeline Digital, Inc. (BLIN). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

Related: BLIN income statement, BLIN balance sheet, BLIN key metrics, BLIN analyst forecast, BLIN chart. See the BLIN stock overview for the latest quote and news.

BLIN AI stock analysis FAQ

What products does Bridgeline Digital offer?

Bridgeline Digital develops marketing technology products including HawkSearch, Celebros Search, Woorank, TruPresence, Unbound, and OrchestraCMS, alongside specialized digital engagement and web development services.

Does Bridgeline Digital pay a dividend?

Bridgeline Digital does not pay a dividend, as no dividend distributions are reported.

What is Bridgeline Digital's current financial position?

As of June 30, 2026, Bridgeline held $1.5M in cash and short-term investments, $882,000 in total debt, and a current ratio of 0.61.

What is the consensus analyst price target for BLIN?

The mean analyst price target for BLIN is $4.62, which stands 544.9% above its last closing price of $0.72.

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