Blackbaud Performance degli utili passati
Criteri Il passato verificati 3/6
Gli utili di Blackbaud sono diminuiti a un tasso medio annuo di -9.6%, mentre il settore Software ha visto gli utili crescere a un tasso medio annuo di 31.8%. I ricavi sono cresciuti crescere a un tasso medio annuo di 4.5%. Il ritorno sul capitale proprio di Blackbaud è 224.8% e ha margini netti di 13.1%.
Informazioni chiave
-9.63%
Tasso di crescita degli utili
-8.79%
Tasso di crescita dell'EPS
| Software Crescita del settore | 17.33% |
| Tasso di crescita dei ricavi | 4.54% |
| Rendimento del capitale proprio | 224.79% |
| Margine netto | 13.12% |
| Ultimo aggiornamento sugli utili | 30 Jun 2026 |
Aggiornamenti sulle prestazioni recenti
Recent updates
Aggiornamento narrativa • Aug 24
BLKB: AI Adoption And Faster Giving Flows Will Support Future Repricing
Blackbaud's updated analyst price target has shifted from $65 to $55. Analysts point to mixed recent research that highlights stronger margin and free cash flow trends on one side, and broader software sector uncertainty around AI driven usage and pricing on the other.Articolo di analisi • Aug 11
Why Blackbaud's (NASDAQ:BLKB) Earnings Are Better Than They Seem
Investors signalled that they were pleased with Blackbaud, Inc.'s ( NASDAQ:BLKB ) most recent earnings report...
Aggiornamento narrativa • Aug 07
BLKB: Headless Era AI Execution And Margins Will Shape Future Returns
Blackbaud's updated analyst fair value has moved from $30 to $45. Analysts point to higher price targets, a slightly lower discount rate, and an updated future P/E assumption informed by recent views on margins, free cash flow, and AI related execution risks.Seeking Alpha • Jul 31
Blackbaud: Cheap, But No Zing To Drive An Upward Re-Rating
Summary Blackbaud remains under pressure, down ~30% and trading at low valuation multiples after a lackluster Q2 earnings report. Q2 results showed decelerating revenue growth and only a modest upward revision to full-year guidance, failing to inspire confidence. I see more attractive 'growth at a reasonable price' opportunities elsewhere in the software sector, maintaining a neutral rating on BLKB. Value is the primary appeal for BLKB, but quality and growth prospects lag behind sector peers in the current market rotation. Read the full article on Seeking AlphaAggiornamento narrativa • Jul 24
BLKB: Headless Era AI Adoption Will Reshape Pricing Power And Execution Risk
Blackbaud's updated analyst price target has shifted to $30 from $45, as analysts factor in the broader "headless era" for software and the uncertainties around AI driven pricing power, monetization, workflow changes, and cost optimization. Analyst Commentary Recent Street research around Blackbaud signals a more cautious tone, with some Bearish analysts recalibrating expectations as the software sector adjusts to what they describe as a "headless era" driven by AI.Aggiornamento narrativa • Jul 10
BLKB: AI Usage Shift Will Reshape Pricing Power And Support Future Upside
Analysts have trimmed their price targets on Blackbaud, with one recent update moving from $45 to $30 as they factor in higher perceived risk, evolving AI driven software usage, and uncertainty around the company's long term pricing power and cost structure. Analyst Commentary Recent commentary on Blackbaud has shifted toward a more cautious tone, with bearish analysts revisiting their assumptions around AI adoption, pricing, and long term profitability.Aggiornamento narrativa • Jun 26
BLKB: Higher Discount Rate Will Be Offset By Growing AI Monetization Potential
Analysts have revised their Blackbaud price target from $74 to $65, citing updated assumptions around fair value, a higher discount rate and a lower future P/E multiple, even though their models reflect slightly higher revenue growth and profit margin expectations. Analyst Commentary Recent Street research on Blackbaud shows a mix of caution on valuation and optimism around execution, with some bullish analysts highlighting potential for the stock to perform better than previously expected despite a trimmed headline target.Articolo di analisi • Jun 17
Blackbaud (BLKB) Stock Could Be 45.1% Undervalued After Financial Edge NXT Update
Blackbaud (BLKB) stock is back in focus after the company introduced a Chart of Accounts Health Advisor for its Financial Edge NXT platform, a product update aimed at nonprofit finance teams seeking clearer, more actionable financial data. See our latest analysis for Blackbaud. Despite the product launch and the recent $68.4 million shelf registration tied to an ESOP offering, Blackbaud's share price return is down 52.94% year to date and the 5 year total shareholder return is down 64.15%...
Aggiornamento narrativa • Jun 12
BLKB: AI Roadmap And Buybacks Will Support Future Upside Potential
Analysts have nudged Blackbaud's price target to $51.00, with the updated view reflecting a slightly higher assumed discount rate and future P/E multiple after mixed recent research that included both an upgrade and a separate $5 price target reduction. Analyst Commentary Recent research on Blackbaud points in two directions, with one upgrade and a separate US$5 trim to the price target highlighting both confidence in the story and ongoing questions around execution and valuation.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Nuova 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?Aggiornamento 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.Nuova 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?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 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.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 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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).Aggiornamento 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.Aggiornamento 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.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...Ripartizione dei ricavi e delle spese
Ripartizione dei ricavi e delle spese
Come Blackbaud guadagna e spende denaro. In base agli ultimi utili dichiarati, su base LTM.
Storico di utili e ricavi
| Data | Ricavi | Utili | Spese G+A | Spese di R&S |
|---|---|---|---|---|
| 30 Jun 26 | 1,148 | 151 | 310 | 143 |
| 31 Mar 26 | 1,140 | 142 | 307 | 141 |
| 31 Dec 25 | 1,128 | 115 | 303 | 138 |
| 30 Sep 25 | 1,135 | -268 | 283 | 142 |
| 30 Jun 25 | 1,141 | -297 | 285 | 143 |
| 31 Mar 25 | 1,145 | -300 | 283 | 144 |
| 31 Dec 24 | 1,155 | -300 | 295 | 154 |
| 30 Sep 24 | 1,148 | 52 | 313 | 155 |
| 30 Jun 24 | 1,139 | 43 | 320 | 155 |
| 31 Mar 24 | 1,123 | 22 | 333 | 156 |
| 31 Dec 23 | 1,107 | 3 | 343 | 147 |
| 30 Sep 23 | 1,085 | -25 | 342 | 153 |
| 30 Jun 23 | 1,069 | -44 | 350 | 155 |
| 31 Mar 23 | 1,063 | -50 | 351 | 158 |
| 31 Dec 22 | 1,058 | -45 | 359 | 157 |
| 30 Sep 22 | 1,031 | -31 | 361 | 152 |
| 30 Jun 22 | 1,001 | -15 | 347 | 143 |
| 31 Mar 22 | 966 | -5 | 337 | 135 |
| 31 Dec 21 | 928 | 6 | 325 | 125 |
| 30 Sep 21 | 922 | -1 | 326 | 118 |
| 30 Jun 21 | 906 | -2 | 330 | 110 |
| 31 Mar 21 | 909 | 3 | 335 | 104 |
| 31 Dec 20 | 913 | 8 | 340 | 100 |
| 30 Sep 20 | 908 | 23 | 338 | 99 |
| 30 Jun 20 | 915 | 22 | 336 | 102 |
| 31 Mar 20 | 908 | 18 | 337 | 103 |
| 31 Dec 19 | 900 | 12 | 338 | 106 |
| 30 Sep 19 | 884 | 20 | 321 | 104 |
| 30 Jun 19 | 872 | 27 | 314 | 102 |
| 31 Mar 19 | 860 | 26 | 304 | 101 |
| 31 Dec 18 | 849 | 45 | 293 | 99 |
| 30 Sep 18 | 845 | 72 | 285 | 98 |
| 30 Jun 18 | 830 | 74 | 276 | 96 |
| 31 Mar 18 | 808 | 78 | 265 | 93 |
| 31 Dec 17 | 788 | 74 | 264 | 90 |
| 30 Sep 17 | 769 | 54 | 247 | 90 |
| 30 Jun 17 | 758 | 50 | 246 | 90 |
| 31 Mar 17 | 747 | 48 | 242 | 90 |
| 31 Dec 16 | 732 | 45 | 230 | 90 |
| 30 Sep 16 | 708 | 31 | 231 | 91 |
| 30 Jun 16 | 684 | 30 | 217 | 89 |
| 31 Mar 16 | 660 | 28 | 205 | 86 |
| 31 Dec 15 | 638 | 26 | 196 | 85 |
| 30 Sep 15 | 615 | 24 | 185 | 85 |
Guadagni di qualità: BLKB ha guadagni di alta qualità.
Margine di profitto in crescita: BLKB è diventata redditizia in passato.
Flusso di cassa libero e analisi degli utili
Analisi della crescita degli utili nel passato
Andamento degli utili: BLKB è diventata redditizia negli ultimi 5 anni, aumentando i guadagni del -9.6% all'anno.
Accelerare la crescita: BLKB è diventata redditizia nell'ultimo anno, rendendo difficile confrontare il tasso di crescita degli utili con la media quinquennale.
Guadagni vs Settore: BLKB è diventata redditizia nell'ultimo anno, rendendo difficile confrontare la crescita dei suoi utili dell'anno passato con il settore Software ( 27.2% ).
Rendimento del capitale proprio
ROE elevato: Sebbene il Return on Equity ( 224.79% ) di BLKB sia eccezionale, questa metrica è distorta a causa del loro elevato livello di debito.
Rendimento delle attività
Rendimento del capitale investito
Scoprire le aziende con forti performance passate
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/09/10 01:02 |
| Prezzo dell'azione a fine giornata | 2026/09/10 00:00 |
| Utili | 2026/06/30 |
| 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 delle guide su come utilizzare i nostri report e dei tutorial su YouTube.
Scoprite il 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 23 analisti. 4 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 |
| Kevin Liu | B. Riley Securities, Inc. |
| Matthew VanVliet | BTIG |