Blackbaud Crecimiento futuro
Future controles de criterios 2/6
Se prevé un crecimiento anual de los beneficios y los ingresos de Blackbaud de 10.8% y 3.9% por año respectivamente. Se prevé que el BPA crezca en un 11.7% al año. Se espera que la rentabilidad financiera sea de 31.2% en 3 años.
Información clave
10.8%
Tasa de crecimiento de los beneficios
11.71%
Tasa de crecimiento del BPA
| Crecimiento de los beneficios de Software | 19.9% |
| Tasa de crecimiento de los ingresos | 3.9% |
| Rentabilidad financiera futura | 31.24% |
| Cobertura de analistas | Low |
| Última actualización | 21 May 2026 |
Actualizaciones recientes sobre el crecimiento futuro
Recent updates
Actualización de narrativa • May 29
BLKB: AI Execution And Buybacks Will Drive Future Upside Potential
Analysts kept Blackbaud's price target steady at $51, citing recent research that balances one firm's upgrade with another firm's $5 trim and reflecting only small tweaks to assumptions around discount rate, revenue growth, profit margins, and future P/E. Analyst Commentary Recent research updates point to a mixed but generally constructive view on Blackbaud, with one set of analysts upgrading the stock while another trims the price target by US$5.Actualización de narrativa • 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 AlphaActualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.
Nueva narrativa • 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?Actualización de narrativa • 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.
Nueva narrativa • 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?Artículo de análisis • 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...Actualización de narrativa • 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.Artículo de análisis • 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...Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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).Actualización de narrativa • 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.Actualización de narrativa • 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.Artículo de análisis • 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...Artículo de análisis • 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...Artículo de análisis • 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...Artículo de análisis • 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...Artículo de análisis • 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 AlphaSeeking 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 AlphaSeeking 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
Nueva narrativa • 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.Previsiones de crecimiento de beneficios e ingresos
| Fecha | Ingresos | Beneficios | Flujo de caja libre | Flujo de caja operativo | Núm. de analistas medio |
|---|---|---|---|---|---|
| 12/31/2028 | 1,274 | 171 | 268 | 284 | 1 |
| 12/31/2027 | 1,227 | 154 | 282 | 332 | 5 |
| 12/31/2026 | 1,176 | 143 | 264 | 315 | 5 |
| 3/31/2026 | 1,140 | 142 | 253 | 316 | N/A |
| 12/31/2025 | 1,128 | 115 | 204 | 266 | N/A |
| 9/30/2025 | 1,135 | -269 | 219 | 281 | N/A |
| 6/30/2025 | 1,140 | -298 | 184 | 246 | N/A |
| 3/31/2025 | 1,145 | -300 | 165 | 233 | N/A |
| 12/31/2024 | 1,155 | -300 | 229 | 296 | N/A |
| 9/30/2024 | 1,148 | 52 | 154 | 219 | N/A |
| 6/30/2024 | 1,139 | 43 | 176 | 243 | N/A |
| 3/31/2024 | 1,123 | 22 | 180 | 242 | N/A |
| 12/31/2023 | 1,107 | 3 | 136 | 200 | N/A |
| 9/30/2023 | 1,085 | -25 | 150 | 217 | N/A |
| 6/30/2023 | 1,069 | -44 | 129 | 197 | N/A |
| 3/31/2023 | 1,063 | -50 | 132 | 201 | N/A |
| 12/31/2022 | 1,058 | -45 | 133 | 204 | N/A |
| 9/30/2022 | 1,031 | -31 | 166 | 234 | N/A |
| 6/30/2022 | 1,001 | -15 | 135 | 196 | N/A |
| 3/31/2022 | 966 | -5 | 152 | 208 | N/A |
| 12/31/2021 | 928 | 6 | 162 | 214 | N/A |
| 9/30/2021 | 922 | -1 | 157 | 209 | N/A |
| 6/30/2021 | 906 | -2 | 140 | 210 | N/A |
| 3/31/2021 | 909 | 3 | 132 | 203 | N/A |
| 12/31/2020 | 913 | 8 | 76 | 148 | N/A |
| 9/30/2020 | 908 | 23 | 97 | 170 | N/A |
| 6/30/2020 | 915 | 22 | 119 | 175 | N/A |
| 3/31/2020 | 908 | 18 | 108 | 168 | N/A |
| 12/31/2019 | 900 | 12 | N/A | 182 | N/A |
| 9/30/2019 | 884 | 20 | N/A | 186 | N/A |
| 6/30/2019 | 872 | 27 | N/A | 180 | N/A |
| 3/31/2019 | 860 | 26 | N/A | 180 | N/A |
| 12/31/2018 | 849 | 45 | N/A | 201 | N/A |
| 9/30/2018 | 845 | 72 | N/A | 191 | N/A |
| 6/30/2018 | 830 | 74 | N/A | 188 | N/A |
| 3/31/2018 | 808 | 78 | N/A | 175 | N/A |
| 12/31/2017 | 788 | 74 | N/A | 176 | N/A |
| 9/30/2017 | 769 | 54 | N/A | 177 | N/A |
| 6/30/2017 | 758 | 50 | N/A | 159 | N/A |
| 3/31/2017 | 747 | 48 | N/A | 160 | N/A |
| 12/31/2016 | 732 | 45 | N/A | 154 | N/A |
| 9/30/2016 | 708 | 31 | N/A | 140 | N/A |
| 6/30/2016 | 684 | 30 | N/A | 130 | N/A |
| 3/31/2016 | 660 | 28 | N/A | 132 | N/A |
| 12/31/2015 | 638 | 26 | N/A | 129 | N/A |
| 9/30/2015 | 615 | 24 | N/A | 106 | N/A |
| 6/30/2015 | 601 | 27 | N/A | 105 | N/A |
Previsiones de crecimiento futuro de los analistas
Ingresos vs. Tasa de ahorro: El pronóstico de crecimiento de los beneficios (10.8% al año) de BLKB es superior a la tasa de ahorro (3.5%).
Beneficios vs. Mercado: Se prevé que los beneficios (10.8% al año) de BLKB crezcan menos que el mercado US (16.8% al año).
Beneficios de alto crecimiento: Se prevé que los beneficios de BLKB crezcan, pero no significativamente.
Ingresos vs. Mercado: Se prevé que los ingresos (3.9% al año) de BLKB crezcan más despacio que el mercado de US (11.8% al año).
Ingresos de alto crecimiento: Se prevé que los ingresos 3.9% al año) de BLKB crezcan más despacio que 20% al año.
Previsiones de crecimiento de los beneficios por acción
Rentabilidad financiera futura
ROE futura: Se prevé que la rentabilidad financiera de BLKB sea alta dentro de 3 años (31.2%)
Descubre empresas en crecimiento
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/06/07 11:01 |
| Precio de las acciones al final del día | 2026/06/05 00:00 |
| Beneficios | 2026/03/31 |
| Ingresos anuales | 2025/12/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
|
|
| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
|
* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
Blackbaud, Inc. está cubierta por 22 analistas. 5 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Robert Oliver | Baird |
| Mark Schappel | Benchmark Company |
| Kevin Liu | B. Riley Securities, Inc. |