Blackbaud Gestione
Criteri Gestione verificati 4/4
Blackbaud Il CEO è Mike Gianoni, nominato in Jan2014, e ha un mandato di 12.33 anni. la retribuzione annua totale è $ 6.02M, composta da 13.3% di stipendio e 86.7% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 0.97% delle azioni della società, per un valore di $ 13.84M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 3.8 anni e 3.8 anni.
Informazioni chiave
Mike Gianoni
Amministratore delegato
US$6.0m
Compenso totale
| Percentuale dello stipendio del CEO | 13.28% |
| Mandato del CEO | 12.3yrs |
| Proprietà del CEO | 1.0% |
| Durata media del management | 3.8yrs |
| Durata media del Consiglio di amministrazione | 3.8yrs |
Aggiornamenti recenti sulla gestione
Recent updates
Aggiornamento della narrazione • 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 AlphaAggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.
Nuova narrazione • 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?Aggiornamento della narrazione • 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.
Nuova narrazione • 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?Articolo di analisi • 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...Aggiornamento della narrazione • 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.Articolo di analisi • 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...Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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).Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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
Nuova narrazione • 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.Analisi delle retribuzioni degli amministratori delegati
| Data | Compenso totale | Stipendio | Utili della società |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | US$142m |
| Dec 31 2025 | US$6m | US$800k | US$115m |
| Sep 30 2025 | n/a | n/a | -US$269m |
| Jun 30 2025 | n/a | n/a | -US$298m |
| Mar 31 2025 | n/a | n/a | -US$300m |
| Dec 31 2024 | US$10m | US$800k | -US$300m |
| Sep 30 2024 | n/a | n/a | US$52m |
| Jun 30 2024 | n/a | n/a | US$43m |
| Mar 31 2024 | n/a | n/a | US$22m |
| Dec 31 2023 | US$10m | US$800k | US$3m |
| Sep 30 2023 | n/a | n/a | -US$25m |
| Jun 30 2023 | n/a | n/a | -US$44m |
| Mar 31 2023 | n/a | n/a | -US$50m |
| Dec 31 2022 | US$9m | US$796k | -US$45m |
| Sep 30 2022 | n/a | n/a | -US$31m |
| Jun 30 2022 | n/a | n/a | -US$15m |
| Mar 31 2022 | n/a | n/a | -US$5m |
| Dec 31 2021 | US$12m | US$755k | US$6m |
| Sep 30 2021 | n/a | n/a | -US$866k |
| Jun 30 2021 | n/a | n/a | -US$2m |
| Mar 31 2021 | n/a | n/a | US$3m |
| Dec 31 2020 | US$9m | US$613k | US$8m |
| Sep 30 2020 | n/a | n/a | US$23m |
| Jun 30 2020 | n/a | n/a | US$22m |
| Mar 31 2020 | n/a | n/a | US$18m |
| Dec 31 2019 | US$11m | US$737k | US$12m |
Compensazione vs Mercato: La retribuzione totale di Mike ($USD 6.02M ) è circa la media per le aziende di dimensioni simili nel mercato US ($USD 5.53M ).
Compensazione vs guadagni: La retribuzione di Mike è stata coerente con le performance aziendali dell'ultimo anno.
AMMINISTRATORE DELEGATO
Mike Gianoni (64 yo)
12.3yrs
Mandato
US$6,022,250
Compensazione
Mr. Michael P. Gianoni, also known as Mike, has been the Chief Executive Officer and President of Blackbaud, Inc. since January 13, 2014 and serves as its Vice Chairman of the Board since January 2024. Mr....
Gruppo dirigente
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| President | 12.3yrs | US$6.02m | 0.97% $ 13.8m | |
| Executive VP & CFO | 1.1yrs | US$2.33m | 0.15% $ 2.2m | |
| Executive VP & COO | 3.8yrs | US$3.75m | 0.30% $ 4.3m | |
| Executive VP & CTO | 9.6yrs | US$2.96m | 0.19% $ 2.7m | |
| Executive VP of Corporate Development & Strategy | 1.1yrs | US$3.58m | 0.37% $ 5.2m | |
| Executive VP & Chief Commercial Officer | 8.1yrs | US$3.13m | 0.16% $ 2.3m | |
| Chief Information Officer | 2.1yrs | Nessun dato | Nessun dato | |
| Head of Investor Relations | 2yrs | Nessun dato | Nessun dato | |
| Chief Legal Officer & Corporate Secretary | 17.7yrs | US$1.80m | 0.079% $ 1.1m | |
| Public Relations Manager | no data | Nessun dato | Nessun dato | |
| Chief People & Culture Officer | 6.3yrs | Nessun dato | Nessun dato | |
| Chief Customer Officer | 2.8yrs | Nessun dato | Nessun dato |
3.8yrs
Durata media
57yo
Età media
Gestione esperta: Il team dirigenziale di BLKB è considerato esperto (durata media dell'incarico 3.8 anni).
Membri del Consiglio di amministrazione
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| President | 12.3yrs | US$6.02m | 0.97% $ 13.8m | |
| Independent Chairman | 22.3yrs | US$559.58k | 0.089% $ 1.3m | |
| Independent Director | 2.3yrs | US$334.58k | 0.018% $ 253.2k | |
| Independent Director | 4.6yrs | US$322.08k | 0.037% $ 522.5k | |
| Independent Director | 3.4yrs | US$309.58k | 0.014% $ 200.2k | |
| Independent Director | 3.8yrs | US$324.58k | 0.022% $ 316.6k | |
| Independent Director | 1.4yrs | US$314.58k | 0.012% $ 165.6k |
3.8yrs
Durata media
54yo
Età media
Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di BLKB sono considerati esperti (durata media dell'incarico 3.8 anni).
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/05/20 01:01 |
| Prezzo dell'azione a fine giornata | 2026/05/20 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
|
* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Blackbaud, Inc. è coperta da 22 analisti. 5 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Robert Oliver | Baird |
| Mark Schappel | Benchmark Company |
| Kevin Liu | B. Riley Securities, Inc. |