Analysts Maintain Blackbaud Price Target as AI Initiatives Drive Steady Valuation and Outlook

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

02 Sep 24

Updated

16 Dec 25

Views

72

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

-16.7%

7D

-0.1%

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1Y

-16.7%

7D

-0.1%

You can edit this narrative until Dec 17 1:05 PM. Then, changes will post as Updates.

Author's Valuation

US$74.514.9% undervalued

AnalystConsensusTarget Fair Value

Shared on 16 Dec 25

BLKB: AI And Buybacks Will Drive Stronger Earnings Power Ahead

Analysts have nudged their price target on Blackbaud slightly higher to reflect modestly improved margin expectations and a marginally lower discount rate, while keeping overall fair value essentially unchanged at approximately $74.50 per share. What's in the News Blackbaud expanded its AI strategy with the launch of its agentic AI suite, Agents for Good.

Shared on 01 Dec 25

BLKB: Next-Generation AI Tools Will Strengthen Earnings Outlook And Market Position

Analysts have maintained Blackbaud's price target at $74.50, citing only minor adjustments to underlying model assumptions that do not materially impact their overall valuation outlook. What's in the News Blackbaud launched its bi-annual Product Update Briefings, highlighting innovations in fundraising, financial management, grantmaking, corporate social responsibility, and education management solutions.

Shared on 17 Nov 25

Fair value Decreased 0.89%

BLKB: Advancing AI Integration Will Drive Sector Leadership And Shareholder Returns

Narrative Update on Blackbaud: Analyst Price Target Adjustment Analysts have slightly reduced their fair value estimate for Blackbaud from $75.17 to $74.50, noting that modest improvements in profit margins and revenue growth have been offset by a lowered future price-to-earnings projection. What's in the News Blackbaud reiterated its earnings guidance for the full year 2025, projecting GAAP revenue between $1.120 billion and $1.130 billion (Key Developments).

Shared on 22 Oct 25

Analysts have maintained their price target for Blackbaud at $75.17 per share. This reflects steady expectations and minimal changes in key financial estimates.

Shared on 08 Oct 25

Fair value Decreased 2.17%

Analysts have slightly lowered their price target for Blackbaud from $76.83 to $75.17. This reflects a modest shift in valuation based on updated financial assumptions.

Shared on 04 Aug 25

Fair value Increased 7.71%

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.

Shared on 08 May 25

Fair value Decreased 4.03%

Shared on 30 Apr 25

Fair value Decreased 2.38%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 23 Apr 25

Fair value Increased 4.59%

AnalystConsensusTarget has increased shares outstanding growth rate from -0.0% to 0.0%.

Shared on 17 Apr 25

Fair value Decreased 3.29%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

Fair value Decreased 0.66%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Increased 0.76%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

Fair value Increased 5.43%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 11 Mar 25

AnalystConsensusTarget Fair Value

US$74.5

14.9% undervalued

Future estimation in

Growth p.a.

Growth p.a.

%

Decrease

Increase

Current revenue growth rate

3.94%

Software revenue growth rate

1.21%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

9.48%

Calculation

US$152.05m

Earnings '28

x

27.65x

PE Ratio '28

=

US$4.21b

Market Cap '28

US$4.21b

Market Cap '28

/

43.05m

No. shares '28

=

US$97.67

Share Price '28

US$97.67 Share Price '28

Discounted to 2025 @ 9.49% p.a.

=

US$74.41

Fair Value '25