Blackbaud, Inc.

NasdaqGS:BLKB Stok Raporu

Piyasa değeri: US$1.4b

Blackbaud Gelecekteki Büyüme

Future kriter kontrolleri 2/6

Blackbaud kazanç ve gelirin sırasıyla yıllık 10.7% ve 3.9% oranında artacağı tahmin edilmektedir. EPS'nin yıllık 11.7% oranında büyümesi beklenmektedir. Özkaynak kârlılığının 3 yıl içinde 31.2% olacağı tahmin edilmektedir.

Anahtar bilgiler

10.7%

Kazanç büyüme oranı

11.71%

EPS büyüme oranı

Software kazanç büyümesi19.6%
Gelir büyüme oranı3.9%
Gelecekteki özkaynak getirisi31.24%
Analist kapsamı

Low

Son güncelleme07 May 2026

Gelecekteki son büyüme güncellemeleri

Analiz Makalesi • 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

Anlatı Güncellemesi • 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
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Yeni Anlatı • 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?
Anlatı Güncellemesi • 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.
Yeni Anlatı • 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?
Analiz Makalesi • 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...
Anlatı Güncellemesi • 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.
Analiz Makalesi • 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...
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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).
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Analiz Makalesi • 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...
Analiz Makalesi • 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...
Analiz Makalesi • 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...
Analiz Makalesi • 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...
Analiz Makalesi • 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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Yeni Anlatı • 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.

Kazanç ve Gelir Büyüme Tahminleri

NasdaqGS:BLKB - Analistlerin gelecek tahminleri ve geçmiş finansal verileri (USD Millions )
TarihGelirKazançlarSerbest Nakit AkışıFaaliyetlerden NakitAvg. Analist Sayısı
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

Analist Gelecek Büyüme Tahminleri

Kazançlar ve Tasarruf Oranları: BLKB 'nin tahmini kazanç büyümesi (yıllık 10.7% ) tasarruf oranının ( 3.5% ) üzerindedir.

Kazançlar ve Piyasa: BLKB şirketinin kazançlarının (yıllık 10.7% ) US pazarından (yıllık 16.8% ) daha yavaş büyümesi öngörülüyor.

Yüksek Büyüme Kazançları: BLKB şirketinin kazançlarının artması bekleniyor, ancak önemli ölçüde.

Gelir ve Pazar: BLKB şirketinin gelirinin (yıllık 3.9% ) US pazarından (yıllık 11.6% ) daha yavaş büyümesi öngörülüyor.

Yüksek Büyüme Geliri: BLKB şirketinin gelirinin (yıllık 3.9% ) yıllık 20% oranından daha yavaş büyümesi öngörülüyor.

Hisse Başına Kazanç Büyüme Tahminleri

Gelecekteki Özkaynak Getirisi

Gelecekteki ROE: BLKB 'in Özsermaye Getirisi'nin 3 yıl içinde yüksek olması tahmin ediliyor ( 31.2 %)

Büyüyen şirketleri keşfedin

7D

1Y

7D

1Y

7D

1Y

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/05/19 16:30
Gün Sonu Hisse Fiyatı2026/05/19 00:00
Kazançlar2026/03/31
Yıllık Kazançlar2025/12/31

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

Blackbaud, Inc. 22 Bu analistlerden 5, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

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