Blackbaud Beheer
Beheer criteriumcontroles 4/4
De CEO Blackbaud is Mike Gianoni, benoemd in Jan2014, heeft een ambtstermijn van 12.67 jaar. De totale jaarlijkse vergoeding van { bedraagt $ 6.02M, bestaande uit 13.3% salaris en 86.7% bonussen, inclusief aandelen en opties van het bedrijf. bezit rechtstreeks 0.98% van de aandelen van het bedrijf, ter waarde $ 18.83M. De gemiddelde ambtstermijn van het managementteam en de raad van bestuur bedraagt respectievelijk 4.2 jaar en 4.2 jaar.
Belangrijke informatie
Mike Gianoni
Algemeen directeur
US$6.0m
Totale compensatie
| Percentage CEO-salaris | 13.28% |
| Dienstverband CEO | 12.7yrs |
| Eigendom CEO | 1.0% |
| Management gemiddelde ambtstermijn | 4.2yrs |
| Gemiddelde ambtstermijn bestuur | 4.2yrs |
Recente managementupdates
Recent updates
Narratiefupdate • 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.Analyse-artikel • 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...
Narratiefupdate • 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 AlphaNarratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Analyse-artikel • 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%...
Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Nieuw narratief • 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?Narratiefupdate • 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.Nieuw narratief • 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?Analyse-artikel • 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...Narratiefupdate • 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.Analyse-artikel • 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...Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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).Narratiefupdate • 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.Narratiefupdate • 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.Analyse-artikel • 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...Analyse-artikel • 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...Analyse-artikel • 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...Analyse-artikel • 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...Analyse CEO-vergoeding
| Datum | Totale vergoeding | Salaris | Bedrijfswinsten |
|---|---|---|---|
| Jun 30 2026 | n/a | n/a | US$151m |
| 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$268m |
| Jun 30 2025 | n/a | n/a | -US$297m |
| 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$12m |
Compensatie versus markt: De totale vergoeding ($USD 6.02M ) Mike } is ongeveer het gemiddelde voor bedrijven van vergelijkbare omvang in de US markt ($USD 5.28M ).
Compensatie versus inkomsten: De vergoeding van Mike is het afgelopen jaar in lijn geweest met de bedrijfsprestaties.
CEO
Mike Gianoni (65 yo)
12.7yrs
Tenure
US$6,022,250
Compensatie
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 Non-Independent Vice Chairman of the Board since J...
Leiderschapsteam
| Naam | Positie | Tenure | Compensatie | Eigendom |
|---|---|---|---|---|
| President | 12.7yrs | US$6.02m | 0.98% $ 18.8m | |
| Executive VP & CFO | 1.4yrs | US$2.33m | 0.14% $ 2.6m | |
| Executive VP & COO | 4.2yrs | US$3.75m | 0.25% $ 4.9m | |
| Executive VP & CTO | 9.9yrs | US$2.96m | 0.20% $ 3.7m | |
| Executive VP of Corporate Development & Strategy and Director | 1.4yrs | US$3.58m | 0.21% $ 3.9m | |
| Executive VP & Chief Commercial Officer | 8.4yrs | US$3.13m | 0.16% $ 3.0m | |
| Chief Information Officer | 2.4yrs | geen gegevens | geen gegevens | |
| Head of Investor Relations | 2.3yrs | geen gegevens | geen gegevens | |
| Chief Legal Officer & Corporate Secretary | 18yrs | US$1.80m | 0.080% $ 1.5m | |
| Public Relations Manager | no data | geen gegevens | geen gegevens | |
| Chief People & Culture Officer | 6.7yrs | geen gegevens | geen gegevens | |
| Chief Customer Officer | 3.1yrs | geen gegevens | geen gegevens |
4.2yrs
Gemiddelde duur
58yo
Gemiddelde leeftijd
Ervaren management: Het managementteam van BLKB wordt beschouwd als ervaren (gemiddelde ambtstermijn 4.2 jaar).
Bestuursleden
| Naam | Positie | Tenure | Compensatie | Eigendom |
|---|---|---|---|---|
| President | 12.7yrs | US$6.02m | 0.98% $ 18.8m | |
| Executive VP of Corporate Development & Strategy and Director | less than a year | US$3.58m | 0.21% $ 3.9m | |
| Independent Chairman | 22.6yrs | US$559.58k | 0.11% $ 2.1m | |
| Independent Director | 2.7yrs | US$334.58k | 0.036% $ 680.8k | |
| Independent Director | 4.9yrs | US$322.08k | 0.055% $ 1.0m | |
| Independent Director | 4.2yrs | US$324.58k | 0.040% $ 767.1k | |
| Independent Director | 1.8yrs | US$314.58k | 0.029% $ 561.5k |
4.2yrs
Gemiddelde duur
63yo
Gemiddelde leeftijd
Ervaren bestuur: De raad van bestuur van BLKB wordt beschouwd als ervaren (gemiddelde ambtstermijn 4.2 jaar).
Bedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/09/20 09:04 |
| Aandelenkoers aan het einde van de dag | 2026/09/18 00:00 |
| Inkomsten | 2026/06/30 |
| Jaarlijkse inkomsten | 2025/12/31 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
|
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| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
|
* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysamodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina, we hebben ook handleidingen over hoe u onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
Blackbaud, Inc. wordt gevolgd door 23 analisten. 4 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| Robert Oliver | Baird |
| Kevin Liu | B. Riley Securities, Inc. |
| Matthew VanVliet | BTIG |