AI Data Moat And Longer Contracts Will Support Durable Earnings Power

AnalystHighTarget

Analyst High Target compiles bullish analysts opinions to create narratives which represent one standard deviation above the consensus price target, using forecasted revenue and earnings figures, as well as the transcripts of earnings calls

Published

01 Mar 26

Updated

26 Jun 26

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Not Invested

Shared on 26 Jun 26

Fair value Decreased 12%

BLKB: Higher Discount Rate Will Be Offset By Growing AI Monetization Potential

Blackbaud’s target price drops even as some analysts get more confident in how the company is executing, betting its growing AI features can still drive results over time. With new AI tools rolling out and a push to help nonprofits adopt AI responsibly, the debate now is whether long-term upside outweighs a tougher bar for future returns.

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Fair Value vs Share Price

US$65

vs US$29.2755.0% undervalued

4.4%

Revenue growth

13.8%

Profit margin

Recent News & Updates

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Recent updates

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Company analysis

Very undervalued with acceptable track record.

Market capUS$1.4b

PB38.3x

Estimated Growth3.9%

Dividend Yield0%

Full analysis

CEO & management

Michael Gianoni

CEO

4.0yrs

CEO Tenure

Engages in the providing AI-powered solutions in the United States and internationally.