BlackLine Upgraded to Neutral on Strong SAP Cloud Fundamentals

Piper Sandler upgraded BlackLine to Neutral from Underweight, citing improving cloud fundamentals at SAP. The price target was also raised to $62 from $55 due to BlackLine’s partnership with SAP, which drove 25% of BlackLine’s sales last year. SAP’s strong cloud backlog growth, coupled with its partnership with NVIDIA, is expected to accelerate growth at BlackLine.

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