Blackbaud, Inc.

NasdaqGS:BLKB Lagerbericht

Marktkapitalisierung: US$1.4b

Blackbaud Vergangene Ertragsentwicklung

Vergangenheit Kriterienprüfungen 3/6

BlackbaudDie Gewinne des Unternehmens sind mit einer durchschnittlichen jährlichen Rate von -26.1% zurückgegangen, während in der Branche Software die Gewinne wachsen. Die Umsatzerlöse sind gewachsen mit einer durchschnittlichen Rate von 5% pro Jahr. Blackbaud Die Eigenkapitalrendite des Unternehmens beträgt 410.3%, und die Nettomargen liegen bei 12.4%.

Wichtige Informationen

-26.10%

Wachstumsrate der Gewinne

-25.82%

EPS-Wachstumsrate

Software Wachstum der Industrie17.33%
Wachstumsrate der Einnahmen4.99%
Eigenkapitalrendite410.33%
Netto-Marge12.44%
Letzte Ertragsaktualisierung31 Mar 2026

Jüngste Aktualisierungen vergangener Leistungen

Recent updates

Narrativ-Update • May 10

BLKB: AI Execution And Buybacks Will Support Future Upside Potential

Analysts have trimmed the Blackbaud fair value estimate from $59.80 to $51.00, reflecting recent reductions in published price targets, as well as updated assumptions for discount rate, revenue growth, profit margins, and future P/E multiples. Analyst Commentary Bullish Takeaways Bullish analysts have upgraded their stance, suggesting they see execution trends or product positioning that, in their view, support the current valuation despite recent target cuts from other firms.
Seeking Alpha • Apr 29

Blackbaud: 2026 Renewals Will Be The Major Test (Upgrade)

Summary Blackbaud delivered better-than-expected Q1 results, stabilizing organic revenue growth after several quarters of deceleration. BLKB's valuation has compressed to a single-digit P/E and ~10x FCF, creating a more balanced risk/reward profile and prompting a rating upgrade to "Neutral." Revenue growth opportunities exist through a larger 2026 renewal cohort and potential price increases, assuming steady or improving renewal rates. Risks include elevated churn in FY26 amid a tougher macro backdrop and a substantial net debt load exceeding $1 billion, limiting financial flexibility. Read the full article on Seeking Alpha
Narrativ-Update • Apr 26

BLKB: AI Execution And Buybacks Will Support Future Repricing Potential

Analysts have adjusted their price target on Blackbaud to $59.80. The change reflects modest tweaks to assumptions on discount rate, revenue growth, profit margins, and future P/E, while incorporating recent target cuts from several research firms.
Narrativ-Update • Apr 11

BLKB: AI Rollout And Buybacks Will Support Future Repricing

Analysts have reduced their Blackbaud price targets by roughly $20 to $25, reflecting updated views on risk and profitability. The fair value estimate remains at $59.80, with only slight adjustments to growth, margin, and future P/E assumptions.
Narrativ-Update • Mar 28

BLKB: Higher Discount Rate And AI Launch Will Support Future Repricing

Narrative Update on Blackbaud Analysts have trimmed their average price target on Blackbaud by roughly $20 to $25, reflecting updated views on the stock that are now captured in a slightly higher discount rate and modestly adjusted P/E assumptions while fair value remains at $59.80. Analyst Commentary Recent research updates have focused on resetting expectations around Blackbaud, with price targets reduced by roughly $20 to $25 and fair value now referenced at about $59.80.
Narrativ-Update • Mar 13

BLKB: Higher Discount Rate Will Support Future Earnings Repricing Opportunity

Analysts have reduced their average 12‑month price target for Blackbaud by $25, reflecting updated assumptions for discount rates, revenue growth, profit margins, and future P/E multiples. Analyst Commentary Recent Street research updates all point to lower 12‑month price targets for Blackbaud, with cuts in the range of $20 to $25 as analysts refresh their models for discount rates, revenue growth, profit margins, and future P/E multiples.
Neues Narrativ • Mar 01

AI Data Moat And Longer Contracts Will Support Durable Earnings Power

Catalysts About Blackbaud Blackbaud provides cloud software, data and payments solutions that serve as a system of record for nonprofits and social impact organizations. What are the underlying business or industry changes driving this perspective?
Narrativ-Update • Feb 27

BLKB: Higher Discount Rate Will Set Up Future Earnings Repricing Potential

Analysts have reduced their price targets on Blackbaud by $20 to $25. Our updated view reflects a slightly higher discount rate and a modestly lower future P/E assumption to remain aligned with this more cautious stance.
Neues Narrativ • Feb 13

AI Adoption And Contract Renewals Will Shape Long Term Stability For This Software Provider

Catalysts About Blackbaud Blackbaud provides software and payments solutions that serve as a system of record for social impact and nonprofit organizations. What are the underlying business or industry changes driving this perspective?
Analyseartikel • Feb 13

Blackbaud, Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions

Last week saw the newest yearly earnings release from Blackbaud, Inc. ( NASDAQ:BLKB ), an important milestone in the...
Narrativ-Update • Feb 13

BLKB: Expanded Buybacks And AI Initiatives Will Support Future Earnings Power

Analysts have reduced their price expectations for Blackbaud, with the updated fair value estimate moving from $74.50 to $59.80 as they recalibrate discount rates, revenue growth, profit margin assumptions, and future P/E levels in line with recent target cuts from several research firms. Analyst Commentary Recent research updates cluster around a common theme, with multiple firms trimming their price targets and prompting a closer look at what is driving both optimism and caution on Blackbaud.
Analyseartikel • Jan 12

Blackbaud (NASDAQ:BLKB) Knows How To Allocate Capital Effectively

If you're looking for a multi-bagger, there's a few things to keep an eye out for. Amongst other things, we'll want to...
Narrativ-Update • Jan 09

BLKB: AI Features And Expanded Buybacks Will Support Stronger Earnings Power

Analysts have kept their price target for Blackbaud broadly unchanged at about US$74.50. This reflects only marginal tweaks to assumptions around discount rate, revenue growth, profit margin and future P/E that do not materially alter their view of the stock's valuation.
Narrativ-Update • Dec 16

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.
Narrativ-Update • Dec 01

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.
Narrativ-Update • Nov 17

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).
Narrativ-Update • Oct 22

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

Analysts have maintained their price target for Blackbaud at $75.17 per share. This reflects steady expectations and minimal changes in key financial estimates.
Narrativ-Update • Oct 08

AI And Cloud Will Revolutionize Nonprofit Education And Healthcare

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.
Analyseartikel • Oct 01

Blackbaud (NASDAQ:BLKB) Might Have The Makings Of A Multi-Bagger

What are the early trends we should look for to identify a stock that could multiply in value over the long term...
Analyseartikel • Aug 19

Blackbaud, Inc.'s (NASDAQ:BLKB) Revenues Are Not Doing Enough For Some Investors

NasdaqGS:BLKB 1 Year Share Price vs Fair Value Explore Blackbaud's Fair Values from the Community and select yours With...
Analyseartikel • Jul 12

Blackbaud, Inc. (NASDAQ:BLKB) Shares Could Be 29% Below Their Intrinsic Value Estimate

Key Insights Using the 2 Stage Free Cash Flow to Equity, Blackbaud fair value estimate is US$90.00 Current share price...
Analyseartikel • Apr 25

When Should You Buy Blackbaud, Inc. (NASDAQ:BLKB)?

Blackbaud, Inc. ( NASDAQ:BLKB ), is not the largest company out there, but it received a lot of attention from a...
Analyseartikel • Apr 02

Is Blackbaud, Inc. (NASDAQ:BLKB) Trading At A 26% Discount?

Key Insights The projected fair value for Blackbaud is US$86.27 based on 2 Stage Free Cash Flow to Equity Blackbaud is...
Seeking Alpha • Feb 19

Blackbaud: Growth Rates Deteriorate Further In Q4, Invest Elsewhere

Summary Blackbaud's growth rates deteriorated further in Q4, especially after its sale of underperforming subsidiary EVERFI. Blackbaud's reliance on M&A has led to a highly leveraged balance sheet with $1 billion in net debt and poor acquisition outcomes. The company's new pricing strategy, involving significant rate increases, risks higher customer churn, further stalling revenue growth. Despite challenges, BLKB stock isn't cheap either at ~25x forward FCF. Sell this stock and invest elsewhere. Read the full article on Seeking Alpha
Seeking Alpha • Nov 28

Blackbaud: This Story Is Souring Quickly (Rating Downgrade)

Summary I'm downgrading Blackbaud to a sell rating, especially as weaker ESG activity impacts the company's EVERFI division. Q3 results showed decelerating revenue growth, and in my view, trends are likely to worsen in FY25 as the company laps its pricing actions this year. The company’s aggressive buyback program is unsustainable due to insufficient cash flow and high debt levels, raising concerns about future financial stability. Blackbaud isn't expensive, but neither is it a value stock at ~18x P/E and ~22x FCF. Read the full article on Seeking Alpha
Seeking Alpha • Sep 17

Blackbaud: Good Value As The Company Steps Up Buybacks, Improves Margins

Summary Blackbaud's expanded $500 million buyback program, representing 20% of its market cap, signals management's confidence in the company's undervaluation and future cash flows. The company's organic revenue growth, driven by price increases and redesigned renewal contracts, showcases strong execution despite a tough macro environment. Blackbaud's rising margin profile and strategic divestitures have consistently improved profitability, with Q2 pro forma operating margins reaching 30% and adjusted EBITDA up 15% y/y. Despite recent gains, Blackbaud's valuation remains decent. I'm maintaining a buy rating and a $91 price target, but get ready to lock in gains soon. Read the full article on Seeking Alpha
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Neues Narrativ • Sep 02

Generative AI Fuels Operational Gains And Sharpens Competitive Edge Amid Financial Optimism

Introduction of generative AI and aggressive technology investments are poised to bolster business attraction and reinforce customer loyalty, enhancing revenue.

Aufschlüsselung der Einnahmen und Ausgaben

Wie Blackbaud Geld verdient und ausgibt. Basierend auf den neuesten gemeldeten Einnahmen der letzten zwölf Monate.

Gewinn- und Umsatzhistorie

NasdaqGS:BLKB Einnahmen, Ausgaben und Erträge (USD Millions)
DatumEinnahmenGewinnAllgemeine und VerwaltungskostenF&E-Ausgaben
31 Mar 261,140142307141
31 Dec 251,128115303138
30 Sep 251,135-269283142
30 Jun 251,140-298285143
31 Mar 251,145-300283144
31 Dec 241,155-300295154
30 Sep 241,14852313155
30 Jun 241,13943320155
31 Mar 241,12322333156
31 Dec 231,1073343147
30 Sep 231,085-25342153
30 Jun 231,069-44350155
31 Mar 231,063-50351158
31 Dec 221,058-45359157
30 Sep 221,031-31361152
30 Jun 221,001-15347143
31 Mar 22966-5337135
31 Dec 219286325125
30 Sep 21922-1326118
30 Jun 21906-2330110
31 Mar 219093335104
31 Dec 209138340100
30 Sep 209082333899
30 Jun 2091522336102
31 Mar 2090818337103
31 Dec 1990012338106
30 Sep 1988420321104
30 Jun 1987227314102
31 Mar 1986026304101
31 Dec 188494529399
30 Sep 188457228598
30 Jun 188307427696
31 Mar 188087826593
31 Dec 177887426490
30 Sep 177695424790
30 Jun 177585024690
31 Mar 177474824290
31 Dec 167324523090
30 Sep 167083123191
30 Jun 166843021789
31 Mar 166602820586
31 Dec 156382619685
30 Sep 156152418585
30 Jun 156012717784

Qualität der Erträge: BLKB hat hohe Qualitätseinkünfte.

Wachsende Gewinnspanne: BLKB in der Vergangenheit profitabel geworden.

Analyse von freiem Cashflow und Gewinn

Analyse des Gewinnwachstums in der Vergangenheit

Ergebnisentwicklung: BLKB ist in den letzten 5 Jahren profitabel geworden und hat seinen Gewinn um -26.1% pro Jahr gesteigert.

Beschleunigtes Wachstum: BLKB ist im letzten Jahr profitabel geworden, so dass die Wachstumsrate der Gewinne nur schwer mit dem 5-Jahres-Durchschnitt verglichen werden kann.

Erträge im Vergleich zur Industrie: BLKB ist im letzten Jahr profitabel geworden, so dass es schwierig ist, das Gewinnwachstum des letzten Jahres mit dem der Branche Software (11.7%) zu vergleichen.

Eigenkapitalrendite

Hohe Eigenkapitalrendite: Die Eigenkapitalrendite von BLKB(410.33%) ist zwar hervorragend, doch ist diese Kennzahl aufgrund der hohen Verschuldung des Unternehmens verzerrt.

Kapitalrendite

Rendite auf das eingesetzte Kapital

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Unternehmensanalyse und Finanzdaten Status

DatenZuletzt aktualisiert (UTC-Zeit)
Unternehmensanalyse2026/05/20 13:50
Aktienkurs zum Tagesende2026/05/20 00:00
Gewinne2026/03/31
Jährliche Einnahmen2025/12/31

Datenquellen

Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.

PaketDatenZeitrahmenBeispiel US-Quelle *
Finanzdaten des Unternehmens10 Jahre
  • Gewinn- und Verlustrechnung
  • Kapitalflussrechnung
  • Bilanz
Konsensschätzungen der Analysten+3 Jahre
  • Finanzielle Vorausschau
  • Kursziele der Analysten
Marktpreise30 Jahre
  • Aktienkurse
  • Dividenden, Splits und Aktionen
Eigentümerschaft10 Jahre
  • Top-Aktionäre
  • Insiderhandel
Verwaltung10 Jahre
  • Das Führungsteam
  • Direktorium
Wichtige Entwicklungen10 Jahre
  • Ankündigungen des Unternehmens

* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.

Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.

Analysemodell und Schneeflocke

Einzelheiten zu dem Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite. Außerdem bieten wir Leitfäden zur Verwendung unserer Berichte und Tutorials auf YouTube an.

Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.

Metriken für Industrie und Sektor

Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.

Analysten-Quellen

Blackbaud, Inc. wird von 22 Analysten beobachtet. 5 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.

AnalystEinrichtung
Robert OliverBaird
Mark SchappelBenchmark Company
Kevin LiuB. Riley Securities, Inc.