Update shared on 17 Nov 2025
Fair value Decreased 0.89%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).
- The company completed a tranche of its share buyback program, repurchasing 461,801 shares for $30.26 million between July and September 2025. Nearly 20% of outstanding shares have been repurchased since 2010 (Key Developments).
- Major product release: Blackbaud launched new features for Raiser’s Edge NXT in the UK, including optimised donation forms, enhanced Gift Aid and consent options, and integration with Constant Contact. These updates target improved donor engagement, fundraising efficiency, and compliance (Key Developments).
- At bbcon 2025, Blackbaud announced embedded AI capabilities across its portfolio, the new Agents for Good™ suite, and the formation of the AI Coalition for Social Impact. These initiatives aim to equip the sector for responsible AI adoption (Key Developments).
- Significant enhancements to Blackbaud Impact Edge™ and YourCause® CSR platform were introduced, featuring AI-powered analytics, new goal-tracking tools, and an innovative Charity Discovery Tool to streamline nonprofit research (Key Developments).
Valuation Changes
- Fair Value Estimate: decreased modestly from $75.17 to $74.50
- Discount Rate: edged down to 9.46% from 9.53%
- Revenue Growth: projected to rise from 3.19% to 3.88%
- Net Profit Margin: expected to improve from 11.41% to 11.94%
- Future P/E Ratio: lowered from 29.0x to 27.6x
Disclaimer
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