Blackbaud Croissance future
Future contrôle des critères 2/6
Blackbaud devrait augmenter ses bénéfices et son chiffre d'affaires de 10.7% et de 3.9% par an respectivement. Le BPA devrait croître de de 11.7% par an. Le rendement des capitaux propres devrait être 31.2% dans 3 ans.
Informations clés
10.7%
Taux de croissance des bénéfices
11.71%
Taux de croissance du BPA
| Software croissance des bénéfices | 19.6% |
| Taux de croissance des recettes | 3.9% |
| Rendement futur des capitaux propres | 31.24% |
| Couverture par les analystes | Low |
| Dernière mise à jour | 07 May 2026 |
Mises à jour récentes de la croissance future
Recent updates
Mise à jour du récit • 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 AlphaMise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.
Nouveau récit • 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?Mise à jour du récit • 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.
Nouveau récit • 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?Article d’analyse • 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...Mise à jour du récit • 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.Article d’analyse • 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...Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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).Mise à jour du récit • 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.Mise à jour du récit • 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.Article d’analyse • 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...Article d’analyse • 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...Article d’analyse • 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...Article d’analyse • 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...Article d’analyse • 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
Nouveau récit • 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.Prévisions de croissance des bénéfices et des revenus
| Date | Recettes | Les revenus | Flux de trésorerie disponible | Cash from Op | Moy. Nombre d'analystes |
|---|---|---|---|---|---|
| 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 |
Prévisions de croissance des analystes
Taux de revenus par rapport au taux d'épargne: La croissance des bénéfices prévue de BLKB ( 10.7% par an) est supérieure au taux d'épargne ( 3.5% ).
Bénéfices vs marché: Les bénéfices de BLKB ( 10.7% par an) devraient croître plus lentement que le marché US ( 16.8% par an).
Croissance élevée des bénéfices: Les bénéfices de BLKB devraient augmenter, mais pas de manière significative.
Chiffre d'affaires vs marché: Le chiffre d'affaires de BLKB ( 3.9% par an) devrait croître plus lentement que le marché de US ( 11.6% par an).
Croissance élevée des revenus: Le chiffre d'affaires de BLKB ( 3.9% par an) devrait croître plus lentement que 20% par an.
Prévisions de croissance du bénéfice par action
Rendement futur des capitaux propres
ROE futur: Le retour sur capitaux propres de BLKB devrait être élevé dans 3 ans ( 31.2 %)
Découvrir les entreprises en croissance
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/05/19 19:46 |
| Cours de l'action en fin de journée | 2026/05/19 00:00 |
| Les revenus | 2026/03/31 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Blackbaud, Inc. est couverte par 22 analystes. 5 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Robert Oliver | Baird |
| Mark Schappel | Benchmark Company |
| Kevin Liu | B. Riley Securities, Inc. |