Blackbaud Tidigare resultatutveckling
Tidigare kriterier kontrolleras 3/6
Blackbaud s intäkter har minskat med en genomsnittlig årlig takt på -26.1%, medan Software -branschen såg intäkter på växande på 22.4% årligen. Intäkterna har varit växande med en genomsnittlig takt på 5% per år. Blackbaud s avkastning på eget kapital är 410.3% och den har en nettomarginal på 12.4%.
Viktig information
-26.10%
Tillväxttakt i vinsten
-25.82%
Tillväxttakt för EPS
| Software Tillväxt i branschen | 17.33% |
| Intäkternas tillväxttakt | 4.99% |
| Avkastning på eget kapital | 410.33% |
| Nettomarginal | 12.44% |
| Senaste uppdateringen av resultatet | 31 Mar 2026 |
Senaste uppdateringar av tidigare prestationer
Recent updates
Uppdatering av berättelse • 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 AlphaUppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.
Ny berättelse • 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?Uppdatering av berättelse • 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.
Ny berättelse • 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?Analysartikel • 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...Uppdatering av berättelse • 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.Analysartikel • 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...Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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).Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Analysartikel • 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...Analysartikel • 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...Analysartikel • 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...Analysartikel • 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...Analysartikel • 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
Ny berättelse • 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.Fördelning av intäkter och kostnader
Fördelning av intäkter och kostnader
Hur Blackbaud tjänar och spenderar pengar. Baserat på senast rapporterade resultat, på rullande tolvmånadersbasis.
Resultat- och intäktshistorik
| Datum | Intäkter | Intäkter | G+A Kostnader | FoU-kostnader |
|---|---|---|---|---|
| 31 Mar 26 | 1,140 | 142 | 307 | 141 |
| 31 Dec 25 | 1,128 | 115 | 303 | 138 |
| 30 Sep 25 | 1,135 | -269 | 283 | 142 |
| 30 Jun 25 | 1,140 | -298 | 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 |
| 30 Jun 15 | 601 | 27 | 177 | 84 |
Kvalitetsintäkter: BLKB har inkomster av hög kvalitet.
Växande vinstmarginal: BLKB blev lönsam tidigare.
Fritt kassaflöde vs resultatanalys
Analys av tidigare vinsttillväxt
Resultatutveckling: BLKB har blivit lönsamt under de senaste 5 åren och ökat intäkterna med -26.1% per år.
Accelererande tillväxt: BLKB har blivit lönsamt under det senaste året, vilket gör det svårt att jämföra vinsttillväxttakten med 5-årsgenomsnittet.
Resultat vs industri: BLKB har blivit lönsamt under det senaste året, vilket gör det svårt att jämföra det senaste årets vinsttillväxt med Software branschen ( 11.7% ).
Avkastning på eget kapital
Hög ROE: Medan BLKB s avkastning på eget kapital ( 410.33% ) är utestående, är detta mått skevt på grund av deras höga skuldnivå.
Avkastning på tillgångar
Avkastning på sysselsatt kapital
Upptäck starka bolag som tidigare presterat bra
Företagsanalys och finansiella data Status
| Uppgifter | Senast uppdaterad (UTC-tid) |
|---|---|
| Analys av företag | 2026/05/20 15:25 |
| Aktiekurs vid dagens slut | 2026/05/20 00:00 |
| Intäkter | 2026/03/31 |
| Årlig intjäning | 2025/12/31 |
Datakällor
Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.
| Paket | Uppgifter | Tidsram | Exempel US-källa |
|---|---|---|---|
| Företagets finansiella ställning | 10 år |
| |
| Analytikernas konsensusuppskattningar | +3 år |
|
|
| Marknadspriser | 30 år |
| |
| Ägarskap | 10 år |
| |
| Förvaltning | 10 år |
| |
| Viktiga utvecklingstendenser | 10 år |
|
* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.
Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.
Analysmodell och snöflinga
Detaljer om analysmodellen som användes för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och tutorials på Youtube.
Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.
Industri- och sektormått
Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.
Källor för analytiker
Blackbaud, Inc. bevakas av 22 analytiker. 5 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.
| Analytiker | Institution |
|---|---|
| Robert Oliver | Baird |
| Mark Schappel | Benchmark Company |
| Kevin Liu | B. Riley Securities, Inc. |