Blackbaud, Inc.

NasdaqGS:BLKB 주식 리포트

시가총액: US$1.4b

Blackbaud 향후 성장

Future 기준 점검 2/6

Blackbaud (는) 각각 연간 10.7% 및 3.9% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 11.7% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 31.2% 로 예상됩니다.

핵심 정보

10.7%

이익 성장률

11.71%

EPS 성장률

Software 이익 성장19.6%
매출 성장률3.9%
향후 자기자본이익률31.24%
애널리스트 커버리지

Low

마지막 업데이트07 May 2026

최근 향후 성장 업데이트

분석 기사 • 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...

Recent updates

내러티브 업데이트 • 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
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
새로운 내러티브 • 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?
내러티브 업데이트 • 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.
새로운 내러티브 • 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?
분석 기사 • 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...
내러티브 업데이트 • 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.
분석 기사 • 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...
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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).
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
분석 기사 • 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...
분석 기사 • 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...
분석 기사 • 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...
분석 기사 • 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...
분석 기사 • 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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새로운 내러티브 • 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.

이익 및 매출 성장 예측

NasdaqGS:BLKB - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)
날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수
12/31/20281,2741712682841
12/31/20271,2271542823325
12/31/20261,1761432643155
3/31/20261,140142253316N/A
12/31/20251,128115204266N/A
9/30/20251,135-269219281N/A
6/30/20251,140-298184246N/A
3/31/20251,145-300165233N/A
12/31/20241,155-300229296N/A
9/30/20241,14852154219N/A
6/30/20241,13943176243N/A
3/31/20241,12322180242N/A
12/31/20231,1073136200N/A
9/30/20231,085-25150217N/A
6/30/20231,069-44129197N/A
3/31/20231,063-50132201N/A
12/31/20221,058-45133204N/A
9/30/20221,031-31166234N/A
6/30/20221,001-15135196N/A
3/31/2022966-5152208N/A
12/31/20219286162214N/A
9/30/2021922-1157209N/A
6/30/2021906-2140210N/A
3/31/20219093132203N/A
12/31/2020913876148N/A
9/30/20209082397170N/A
6/30/202091522119175N/A
3/31/202090818108168N/A
12/31/201990012N/A182N/A
9/30/201988420N/A186N/A
6/30/201987227N/A180N/A
3/31/201986026N/A180N/A
12/31/201884945N/A201N/A
9/30/201884572N/A191N/A
6/30/201883074N/A188N/A
3/31/201880878N/A175N/A
12/31/201778874N/A176N/A
9/30/201776954N/A177N/A
6/30/201775850N/A159N/A
3/31/201774748N/A160N/A
12/31/201673245N/A154N/A
9/30/201670831N/A140N/A
6/30/201668430N/A130N/A
3/31/201666028N/A132N/A
12/31/201563826N/A129N/A
9/30/201561524N/A106N/A
6/30/201560127N/A105N/A

애널리스트 향후 성장 전망

수입 대 저축률: BLKB 의 연간 예상 수익 증가율(10.7%)이 saving rate(3.5%)보다 높습니다.

수익 vs 시장: BLKB 의 연간 수익(10.7%)이 US 시장(16.8%)보다 느리게 성장할 것으로 예상됩니다.

고성장 수익: BLKB 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.

수익 대 시장: BLKB 의 수익(연간 3.9%)이 US 시장(연간 11.6%)보다 느리게 성장할 것으로 예상됩니다.

고성장 매출: BLKB 의 수익(연간 3.9%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.

주당순이익 성장 예측

향후 자기자본이익률

미래 ROE: BLKB의 자본 수익률은 3년 후 31.2%로 높을 것으로 예상됩니다.

성장 기업 찾아보기

7D

1Y

7D

1Y

7D

1Y

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/19 16:30
종가2026/05/19 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

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산업 및 섹터 지표

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분석가 소스

Blackbaud, Inc.는 22명의 분석가가 다루고 있습니다. 이 중 5명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

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