Update shared on 16 Dec 2025
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. The company is positioning virtual team members to autonomously execute complex fundraising and finance workflows and deepen cross-solution data integration for social impact organizations (bbcon 2025 product announcements).
- The company announced a strategic partnership with Anthropic to power the Claude for Nonprofits fundraising connector in Raiser’s Edge NXT. This will enable customers to tap into Blackbaud’s 40 plus years of nonprofit performance data directly within their everyday tools and support multi agent AI orchestration (client announcement).
- Blackbaud reported that it significantly increased shareholder returns by raising its share repurchase authorization to $1.0 billion and has already bought back nearly 20 percent of shares under its long running buyback program (buyback plan update).
- At its bbcon London 2025 conference, Blackbaud unveiled its AI vision for systems of intelligent action, detailed a UK focused product roadmap, and introduced Agents for Good to the UK market. These updates reinforced its commitment to ethical, high impact AI and regional growth (bbcon London 2025 conference).
- Management reaffirmed 2025 revenue guidance of 1.12 billion dollars to 1.13 billion dollars, indicating continued confidence in the demand outlook for Blackbaud’s software and AI enhanced solutions (corporate guidance update).
Valuation Changes
- Fair Value: Unchanged at approximately $74.50 per share, indicating no material shift in the analyst’s central valuation estimate.
- Discount Rate: Fallen slightly from about 9.56 percent to roughly 9.49 percent, reflecting a modestly lower perceived risk profile or cost of capital.
- Revenue Growth: Edged down marginally from around 3.88 percent to about 3.85 percent, signaling a slightly more conservative top line outlook.
- Net Profit Margin: Risen slightly from roughly 11.94 percent to about 11.95 percent, capturing modestly improved margin expectations.
- Future P/E: Decreased marginally from approximately 27.71 times to about 27.65 times, suggesting a slightly lower multiple applied to forward earnings.
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