Narrative updates are currently in beta.

Back to narrative

Update shared on04 Aug 2025

Fair value Increased 7.71%
AnalystConsensusTarget's Fair Value
US$76.83
16.6% undervalued intrinsic discount
07 Aug
US$64.09
Loading
1Y
-16.0%
7D
-1.8%

Upward revisions in Blackbaud’s revenue growth and net profit margin forecasts have driven a higher consensus analyst price target, which has increased from $71.33 to $76.83.


What's in the News


  • Blackbaud raised its full-year 2025 GAAP revenue guidance to $1.120 billion–$1.130 billion.
  • The company completed the repurchase of 9.4 million shares (18.82%) for $687.12 million under its longstanding buyback program, with no shares repurchased in the latest quarter.
  • Blackbaud and Constant Contact launched an integrated AI-driven digital marketing solution within Raiser's Edge NXT, with phased rollout starting and general availability expected in early August.
  • Blackbaud was added to multiple Russell value indexes, including the Russell 2000, 2500, 3000, and Small Cap Value indices.
  • Multiple product enhancements were announced across Blackbaud’s portfolio, including new AI features (Blackbaud Copilot), improved fundraising and grantmaking tools, advanced payment solutions, enhanced predictive modeling, and upgrades to online giving platforms.

Valuation Changes


Summary of Valuation Changes for Blackbaud

  • The Consensus Analyst Price Target has risen from $71.33 to $76.83.
  • The Consensus Revenue Growth forecasts for Blackbaud has significantly risen from 2.5% per annum to 3.2% per annum.
  • The Net Profit Margin for Blackbaud has significantly risen from 9.82% to 11.41%.

Disclaimer

AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.