Blackbaud, Inc.

Informe acción NasdaqGS:BLKB

Capitalización de mercado: US$1.4b

Salud financiera de hoja de balance de Blackbaud

Salud financiera controles de criterios 2/6

Blackbaud tiene un patrimonio de accionistas total de $34.6M y una deuda total de $1.2B, lo que sitúa su ratio deuda-patrimonio en 3433.7%. Sus activos y pasivos totales son $2.1B y $2.1B respectivamente. El BAIT de Blackbaud es de $224.6M, por lo que su ratio de cobertura de intereses es de 3.8. Tiene efectivo e inversiones a corto plazo que ascienden a $34.9M.

Información clave

3,433.70%

Ratio deuda-patrimonio

US$1.19b

Deuda

Ratio de cobertura de intereses3.8x
EfectivoUS$34.87m
PatrimonioUS$34.55m
Total pasivoUS$2.07b
Activos totalesUS$2.11b

Actualizaciones recientes sobre salud financiera

No hay actualizaciones

Recent updates

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 Alpha
Actualización 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 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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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.

Análisis de la situación financiera

Pasivos a corto plazo: Los activos a corto plazo ($642.2M) de BLKB no cubren sus pasivos a corto plazo ($866.7M).

Pasivo a largo plazo: Los activos a corto plazo ($642.2M) de BLKB no cubren sus pasivos a largo plazo ($1.2B).


Historial y análisis de deuda-patrimonio

Nivel de deuda: La relación deuda neta-capital de BLKB (3332.8%) se considera alta.

Reducción de la deuda: El ratio deuda-patrimonio de BLKB ha crecido de 132.7% a 3433.7% en los últimos 5 años.

Cobertura de la deuda: La deuda de BLKB está bien cubierta por el flujo de caja operativo (26.6%).

Cobertura de intereses: Los pagos de intereses de la deuda de BLKB están bien cubiertos por el BAIT (3.8x cobertura).


Hoja de balance


Descubre empresas con salud financiera

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/21 09:19
Precio de las acciones al final del día2026/05/21 00:00
Beneficios2026/03/31
Ingresos anuales2025/12/31

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.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* 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.

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