Blackbaud, Inc.'s (NASDAQ:BLKB) Revenues Are Not Doing Enough For Some Investors
Blackbaud, Inc. (NASDAQ:BLKB) is trading at a low price-to-sales (P/S) ratio of 2.7x, which is significantly lower than the average for Software companies in the US. This low P/S ratio is attributed to the company's weak revenue growth, which has underperformed its industry peers. Analysts forecast Blackbaud's revenue to climb by only 3.2% annually over the next three years, compared to the industry's predicted 38% growth, further justifying the current investor pessimism and depressed P/S ratio.
BLACKBAUD INC SEC 10-K Report
Blackbaud Inc. has released its annual 10-K report, detailing financial performance, business operations, and strategic initiatives. The company reported total revenue of $1,128.4 million and a net income of $115.0 million, a significant improvement from the previous year. Key highlights include a focus on AI-powered solutions, product innovation with Blackbaud AI Chat and Agents for Good™, and strategic plans for stock repurchases and operational efficiency growth through its Global Capability Center in India.
Delaware Supreme Court revives insurer claims in Blackbaud ransomware case
The Delaware Supreme Court has revived subrogation claims by insurers against Blackbaud, Inc., reversing a lower court's dismissal. This ruling puts over $2.1 million in insurer payouts to 97 policyholders back in play, stemming from Blackbaud's 2020 ransomware attack and alleged failure to properly handle the data breach. The case will now return to the Superior Court for further proceedings.
Why Blackbaud (BLKB) is a Top Value Stock for the Long-Term
The article highlights Blackbaud (BLKB) as a top value stock, receiving a #1 (Strong Buy) rank and an A for its Value and VGM Style Scores from Zacks. This designation is based on Blackbaud's attractive valuation metrics, including a forward P/E ratio of 9.45, and positive earnings estimate revisions by analysts. The company, a cloud software provider for social causes, is presented as a strong investment candidate for long-term growth.
Blackbaud, Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions
Blackbaud, Inc. recently reported its yearly earnings, surprising analysts with a statutory profit of US$2.37 per share, which was better than expected, despite revenues of US$1.1 billion being in line with forecasts. Following these results, analysts have raised their earnings per share expectations for 2026 to US$3.13, a 25% jump, while revenue estimates remain steady at US$1.18 billion. Despite the positive earnings outlook, the consensus price target for Blackbaud fell by 22% to US$59.80, indicating broader concerns beyond just earnings.
Blackbaud (BLKB) Profit Turnaround Challenges Narratives Around Trailing Losses
Blackbaud (BLKB) has demonstrated a profit turnaround in FY 2025, reporting positive EPS in its latest quarter after a period of volatile results and trailing losses. Despite a modest revenue growth rate of 3.8% compared to the broader US market, analysts are bullish on future earnings, projecting a significant shift from current losses to substantial profit margins within three years. The company currently trades at a P/S multiple that suggests undervaluation when compared to its peers and its DCF fair value, fueling a debate between bullish and bearish investor narratives.
Blackbaud (BLKB): Evercore ISI Lowers Price Target to $55 | BLKB Stock News
Evercore ISI Group has maintained an "In-Line" rating for Blackbaud (BLKB) but significantly lowered its price target from $80.00 to $55.00, a 31.25% decrease. This adjustment reflects ongoing analyst evaluations of the company's performance and market conditions. Despite the lowered price target, the average analyst target price of $62.50 still implies a potential upside of 31.08% from its current price, and GuruFocus estimates a GF Value of $85.07, suggesting an even higher upside of 78.42%.
Blackbaud, Inc. (NASDAQ:BLKB) Q4 2025 earnings call transcript
This document is an earnings call transcript for Blackbaud, Inc.'s Q4 2025 financial results. It contains the detailed discussions and information shared during the company's earnings call.
Blackbaud's Q4 Earnings Surpass Estimates, Revenues Down Y/Y
Blackbaud (BLKB) reported Q4 2025 non-GAAP EPS of $1.19, beating estimates by 3.5%, and an 11.2% year-over-year increase. Despite a 2.3% revenue decrease due to the EVERFI divestiture, the company surpassed the Zacks Consensus Estimate for revenue and achieved strong operational milestones. Blackbaud also provided a positive outlook for 2026, projecting higher revenues and EPS.
Blackbaud: Fourth Quarter Financial Highlights
Blackbaud Inc. reported a net profit of $36.7 million for the fourth quarter, a significant improvement from a loss in the previous year, with revenues reaching $295.3 million. For the full year, the company achieved a net income of $115 million and total revenues of $1.13 billion, marking a return to profitability. Despite these positive financial results, Blackbaud's stock price has experienced a notable decline since the start of the year and year-over-year.
Blackbaud, Inc. (NASDAQ:BLKB) Q4 2025 Earnings Call Transcript
Blackbaud, Inc. (NASDAQ:BLKB) reported Q4 and full-year 2025 earnings, missing EPS expectations but achieving their Rule of 40 goal two years ahead of schedule. The company highlighted significant investments in AI for both product innovation, like the new "Agents for Good" initiative, and internal operational efficiency. Blackbaud also provided 2026 guidance and long-term aspirational goals through 2030, emphasizing continued revenue and EBITDA growth, robust free cash flow, and a commitment to stock repurchases.
Blackbaud hits Rule of 40 early as organic growth offsets divestiture impact
Blackbaud (BLKB) reported strong fourth-quarter results for 2025, emphasizing a shift towards profitability and organic growth despite a revenue dip due to a divestiture. The company achieved the "Rule of 40" two years ahead of schedule, with a full-year score of 41.4% for 2025, driven by expanding earnings and margins. Blackbaud also provided an optimistic 2026 outlook, including revenue guidance of $1.173 billion to $1.179 billion and a commitment to substantial share repurchases.
Narrow Moat Remains as Blackbaud Evolves Beyond Cloud Migration
Morningstar maintains Blackbaud's "Narrow Moat" rating as the company transitions beyond its cloud migration. While Blackbaud is well-entrenched in the social good software space and is expected to see margin expansion, its exclusive focus on this niche makes it more susceptible to cyclical shocks and a mature market with muted growth. This outlook aligns with management's long-term projections.
Blackbaud Q4 Earnings Call Highlights
Blackbaud reported strong Q4 2025 results, with organic revenue up 5.5% to $1.128 billion and adjusted EBITDA of $405 million, while repurchasing 8% of shares. The company unveiled a significant focus on AI, introducing generative features and "Blackbaud Agents for Good" as a new revenue stream, with 2026 guidance forecasting 4-4.5% organic revenue growth and non-GAAP EPS of $5.15-$5.25. Long-term targets through 2030 include 4-6% organic growth, 6-8% EBITDA CAGR, and a 40%+ EBITDA margin, with at least 50% of free cash flow dedicated to buybacks.
Blackbaud targets 13%+ EPS CAGR through 2030 with aggressive AI rollout and 50%+ free cash flow for buybacks
Blackbaud is aiming for a 13%+ EPS CAGR through 2030, driven by an aggressive integration of AI across its platform and operations. The company plans to dedicate over 50% of its free cash flow towards share repurchases, signaling confidence in its future growth and commitment to returning value to shareholders. This strategy is expected to enhance efficiency, customer engagement, and ultimately, financial performance.
Blackbaud: Q4 Earnings Snapshot
Blackbaud Inc. (BLKB) reported a Q4 net income of $36.7 million, or 76 cents per share, a significant improvement from a loss in the previous year. Adjusted earnings were $1.19 per share, with total revenue reaching $295.3 million for the quarter and $1.13 billion for the full year. Despite the positive earnings report, the company's shares have seen a decline of 24% year-to-date and 38% over the last 12 months.
Earnings Flash (BLKB) Blackbaud, Inc. Reports Q4 Revenue $295.3M, vs. FactSet Est of $292.2M
Blackbaud, Inc. (BLKB) reported Q4 revenue of $295.3 million, exceeding FactSet's estimate of $292.2 million. The company also announced its Q4 adjusted EPS at $1.19 per share, surpassing the FactSet estimate of $1.14. Additionally, Blackbaud provided guidance for the full year 2026, expecting revenue between $1.17 billion and $1.18 billion and adjusted EPS between $5.15 and $5.25.
Blackbaud Announces 2025 Fourth Quarter and Full Year Results
Blackbaud announced strong financial results for its fourth quarter and full year ended December 31, 2025, with non-GAAP organic revenue increasing by 4.3% and 5.5% respectively, and achieving its Rule of 40 target two years ahead of schedule. The company also provided its 2026 full-year financial guidance, projecting GAAP revenue of $1.173 billion to $1.179 billion and non-GAAP diluted earnings per share of $5.15 to $5.25. Blackbaud emphasized its continued commitment to delivering an attractive financial model and leveraging AI-powered solutions for social impact.
Blackbaud Announces 2025 Fourth Quarter and Full Year Results
Blackbaud, a leader in AI for social impact, has released its financial results for the fourth quarter and full year ending December 31, 2025, reporting strong performance despite a slight GAAP revenue decline due to a divestiture. The company highlighted increased non-GAAP organic revenue and earnings per share, significant operating margin growth, and strategic initiatives including a stock repurchase program and AI partnerships. Blackbaud also provided optimistic financial guidance for the full year 2026, projecting continued growth in revenue, adjusted EBITDA, and free cash flow.
Blackbaud: Q4 Earnings Snapshot
Blackbaud Inc. reported strong financial results for the fourth quarter and full year, returning to net income after a loss the previous year. The company posted fourth-quarter net income of $36.7 million, or 76 cents per share, with adjusted earnings of $1.19 per share and revenue of $295.3 million. For the full year, Blackbaud achieved a net income of $115 million on revenues of $1.13 billion.
Blackbaud: Q4 Earnings Snapshot
Blackbaud Inc. reported a Q4 net income of $36.7 million, a turnaround from a loss in the previous year, with earnings of $1.19 per share adjusted for certain costs. The software provider posted revenue of $295.3 million for the quarter and $1.13 billion for the full year, achieving a net income of $115 million. Despite the positive earnings, Blackbaud’s shares have decreased significantly over the past year.
Blackbaud Q4 2025 earnings preview
This article provides a preview of Blackbaud's (BLKB) Q4 2025 earnings report. It highlights key financial metrics like revenue, EPS, and gross profit margin, and mentions analyst expectations regarding these figures. The report also notes the company's expected EBITDA and operational performance.
Blackbaud earnings on deck: Can AI push revive slowing growth? By Investing.com
Blackbaud Inc. is set to report its fourth-quarter earnings, with investors keenly watching if its aggressive push into AI can counteract its ongoing slow revenue growth. Analysts expect adjusted EPS of $1.14 on revenue of $292.17 million. Key areas of focus for investors include the commercial traction of its AI investments, profitability, and management's guidance on organic growth and customer retention, especially given the stock is trading near its 52-week low.
Blackbaud stock hits 52-week low at 46.65 USD By Investing.com
Blackbaud Inc. (BLKB) stock has fallen to a new 52-week low of 46.65 USD, marking a significant downturn of 40.48% over the past year. Despite being in oversold territory according to technical indicators and analysts suggesting significant upside potential, the company continues strategic initiatives such as expanding its stock repurchase program and forming partnerships for AI integration. Blackbaud also extended CEO Michael Gianoni's contract, signaling leadership continuity amidst its challenges in the competitive cloud software market.
Blackbaud stock hits 52-week low at 46.65 USD By Investing.com
Blackbaud Inc. (BLKB) stock has fallen to a new 52-week low of $46.65, marking a 40.48% decline over the past year. Despite this downturn, InvestingPro data suggests the stock is oversold but potentially undervalued, with analyst price targets indicating significant upside. The company recently expanded its stock repurchase program, partnered with Anthropic, and extended its CEO's contract, signaling strategic initiatives amidst its challenges.
Blackbaud stock hits 52-week low at 46.65 USD By Investing.com
Blackbaud Inc. (BLKB) stock has fallen to a 52-week low of $46.65, marking a significant 40.48% decline over the past year. Despite the downturn, technical indicators suggest the stock is oversold, and analyst price targets hint at potential undervaluation ahead of upcoming earnings. The company has also expanded its stock repurchase program, partnered with Anthropic for a fundraising connector, and extended CEO Michael Gianoni's contract.
Blackbaud stock hits 52-week low at 46.65 USD
Blackbaud Inc. (BLKB) stock has fallen to a 52-week low of $46.65, representing a 40.48% decline over the past year and a 24.43% year-to-date drop. Despite this downturn, the stock appears undervalued according to InvestingPro metrics, with earnings scheduled in five days and analysts suggesting significant upside potential. The company has also announced strategic initiatives including expanding its stock repurchase program, partnering with Anthropic for a fundraising connector, and extending CEO Michael Gianoni's contract.
Blackbaud Honored with Triple Award Recognition for Pioneering AI Innovation, Responsible Leadership, and Transformative Social Impact
Blackbaud, a leading provider of AI-powered solutions for social impact, has received three prestigious awards for its pioneering work in AI innovation, responsible technology development, and thought leadership. The company was recognized with the BIG Innovation Award, Outstanding Organization in Responsible AI from the RAISE Awards, and Thought Leadership Campaign of the Year from the Stevie Awards. These accolades highlight Blackbaud's "Intelligence for Good®" initiative, its ethical AI development framework, and its AI Coalition for Social Impact, which aims to make AI accessible and impactful for the social impact sector.
AI that helps 140,000 organizations manage $100B wins Blackbaud awards
Blackbaud (NASDAQ: BLKB) has been honored with three industry awards for its leadership in AI innovation, responsible technology, and thought leadership, including the BIG Innovation Award, Responsible AI Institute RAISE Outstanding Organization, and a Stevie Award. The company's "Intelligence for Good" initiative provides over 70 embedded AI capabilities for 140,000 organizations in 100+ countries, managing more than $100 billion annually. Organizations utilizing Blackbaud's AI-enriched solutions have reported a 44% increase in fundraising growth, showcasing the tangible impact of its AI-powered tools in the social impact sector.
Jackson Creek Investment Advisors LLC Makes New $1.29 Million Investment in Blackbaud, Inc. $BLKB
Jackson Creek Investment Advisors LLC has initiated a new stake in Blackbaud, Inc. (NASDAQ:BLKB) by purchasing 20,010 shares valued at approximately $1.29 million during the third quarter. This comes amidst mixed sentiment for the technology company, which has seen recent insider selling but maintains high institutional ownership of 94.21%. Analysts currently have a "Reduce" consensus rating with an average price target of $73.00 for Blackbaud.
Blackbaud (BLKB) to Release Earnings on Tuesday
Blackbaud (NASDAQ:BLKB) is set to release its Q4 2025 earnings before market open on Tuesday, February 10th, with analysts expecting earnings of $1.15 per share and revenue of $292.7110 million. The company's stock has seen a 52-week low of $52.00 and a high of $81.39, with a current market capitalization of $2.50 billion. Wall Street analysts currently have a "Reduce" consensus rating for Blackbaud with a target price of $73.00, following recent insider stock sales by the Director and CEO.
New York State Common Retirement Fund Lowers Stock Holdings in Blackbaud, Inc. $BLKB
The New York State Common Retirement Fund significantly reduced its stake in Blackbaud, Inc. (NASDAQ:BLKB) by 38.4% in the third quarter, now owning 185,023 shares valued at approximately $11.9 million. This move comes amid mixed analyst sentiment, with an average "Reduce" rating and some recent insider stock sales by the CEO and a director. Blackbaud's shares opened near a 52-week low, and institutional investors collectively hold over 94% of the company's stock.
Blackbaud’s AI Philanthropy Links Workforce Impact With Undervalued Stock Story
Blackbaud (NasdaqGS:BLKB) has committed a six-figure major gift to Generation: You Employed, focusing on global workforce development through AI-driven training. This initiative aligns Blackbaud's social impact software with its philanthropy, supporting economic mobility for underserved communities. The article also notes that BLKB stock is assessed as undervalued, trading about 30% below its analyst target and 45.8% below its estimated fair value.
AI job-training boost: Blackbaud backs nonprofit helping millions work
Blackbaud (NASDAQ: BLKB) has announced a multi-year, six-figure major gift to Generation: You Employed, a global nonprofit, to fund AI-driven curriculum development for workforce training. This donation will help integrate AI tools, offer employee volunteer opportunities, and accelerate the delivery of high-quality training to learners globally who face employment barriers. The initiative aims to create sustainable pathways to employment and economic mobility, aligning with Blackbaud's commitment to AI-powered solutions for social impact.
Universal Beteiligungs und Servicegesellschaft mbH Purchases New Position in Blackbaud, Inc. $BLKB
Universal Beteiligungs und Servicegesellschaft mbH recently purchased a new stake of 36,632 shares in Blackbaud, Inc. (NASDAQ:BLKB), valued at approximately $2.36 million, bringing institutional ownership in the company to 94.21%. The company reported Q3 EPS of $1.10 on revenue of $281.14 million, exceeding analyst estimates, although insider selling has also been noted. Blackbaud currently holds an average analyst rating of "Reduce" with a $73.00 price target.
Blackbaud stock hits 52-week low at $53.50 By Investing.com
Blackbaud Inc. (BLKB) stock has fallen to a new 52-week low of $53.50, marking a 28.53% decline over the past year and trading 35% below its Fair Value according to InvestingPro data. Despite these challenges, analysts predict profitability this year with expected earnings of $4.56 per share for FY2025, and the company is aggressively buying back shares. Recent strategic moves include an expanded stock repurchase program, a partnership with Anthropic for a fundraising connector, and a raised price target from Stifel due to strong performance.
Blackbaud (NASDAQ:BLKB) Sets New 1-Year Low - Here's What Happened
Blackbaud (NASDAQ:BLKB) shares recently hit a new 52-week low of $52.22, closing at $53.02 with 51,121 shares traded. The company's stock performance shows a mixed-to-negative sentiment from Wall Street analysts, with an average target price of $73 and a "Reduce" rating. Despite slightly beating EPS estimates, the company faces concerns regarding a 2% year-over-year revenue decline, a negative net margin, and a high debt-to-equity ratio.
Blackbaud stock hits 52-week low at $53.50
Blackbaud Inc. (BLKB) stock has fallen to a new 52-week low of $53.50, representing a 28.53% decline over the past year. Despite its underperformance in the market, InvestingPro data indicates strong free cash flow yield and analyst predictions for profitability in 2025 with $4.56 EPS. The company is actively buying back shares, has expanded its stock repurchase program, and recently partnered with Anthropic for a new fundraising connector powered by AI.
Blackbaud Supports Generation: You Employed to Advance Workforce Development and Economic Mobility
Blackbaud has announced that Generation: You Employed is the recipient of its 2026 Major Gift, a multi-year, six-figure philanthropic contribution aimed at advancing workforce development and economic mobility globally. This partnership will leverage AI-driven curriculum innovation to train adults for meaningful careers, addressing skills gaps and evolving labor markets. Blackbaud's donation will help Generation integrate AI tools into its programs, expanding access to high-quality learning for individuals facing various barriers.
Non-profit Software Market Size 2026 Emerging Demands, Share,
A new report titled "Non-profit Software Market 2026 Forecast to 2033" provides insights into the global non-profit software market, offering analysis of the competitive environment, supply chain, and future growth prospects. The report segments the market by deployment type, platform type, enterprise size, and function, including profiles of key players such as Aplos Software LLC, Bitrix Inc, and Blackbaud Inc. It also covers a detailed regional outlook and the benefits of the report for stakeholders.
Blackbaud Announces Date of Fourth Quarter and Full Year 2025 Financial Results
Blackbaud (NASDAQ: BLKB) will report its fourth quarter and full year 2025 financial results on Tuesday, February 10, 2026, at 8:00 a.m. ET. The earnings call will cover 2025 financial results, 2026 guidance, long-term aspirational goals, and AI innovation. A webcast of the event will be available on Blackbaud's investor relations webpage.
Implied Volatility Surging for Blackbaud Stock Options
Implied volatility for Blackbaud (BLKB) stock options is surging, particularly for the Jun 20, 2025 $100.00 Call, indicating that the market expects significant price movement. Analysts currently rate Blackbaud as a Zacks Rank #1 (Strong Buy), with recent earnings estimate revisions suggesting potential trade opportunities for options traders who leverage high implied volatility to sell premium.
Nonprofit Accounting Software Market Forecasted to Grow at 8.3%
The nonprofit accounting software market is projected to reach USD 4.38 billion by 2033, growing at a CAGR of 8.3% from 2025. This growth is driven by increasing regulatory compliance, digital transformation in the nonprofit sector, and rising donor expectations for transparency. Specialized software offers essential features like fund accounting, grant management, and robust reporting, critical for the unique financial needs of charitable organizations.
Blackbaud stock hits 52-week low at $54.29 amid challenging year
Blackbaud Inc. (BLKB) stock has fallen to a 52-week low of $54.29, marking a nearly 30% decline over the past year due to challenging market conditions and company-specific factors. Despite this downturn, the company has undertaken strategic initiatives such as expanding its stock repurchase program to $1 billion and launching an AI-powered fundraising connector for nonprofits. CEO Michael Gianoni's contract has also been extended, and analysts like Stifel have raised price targets, citing strong recurring revenue and operational discipline.
Blackbaud stock hits 52-week low at $54.29 amid challenging year
Blackbaud Inc. (BLKB) stock has fallen to a 52-week low of $54.29, marking a nearly 30% decline over the past year due to company challenges and market conditions. Despite this downturn, Blackbaud is pursuing strategic initiatives, including expanding its stock repurchase program to $1 billion, partnering with Anthropic for a new fundraising connector, and extending CEO Michael Gianoni's contract. Analyst firm Stifel raised Blackbaud's price target to $70, citing solid growth in contractual recurring revenue and operational discipline.
Blackbaud stock hits 52-week low at $54.29 amid challenging year
Blackbaud Inc. stock has reached a 52-week low of $54.29, marking a nearly 30% decline over the past year due to challenging market conditions. Despite this downturn, the company is pursuing strategic initiatives including expanding its stock repurchase program to $1 billion and partnering with Anthropic to integrate AI into fundraising tools for nonprofits. Additionally, CEO Michael Gianoni's contract has been extended, and Stifel raised Blackbaud's price target to $70, citing solid growth in recurring revenue and operational discipline.
Blackbaud stock hits 52-week low at $54.29 amid challenging year
Blackbaud Inc. stock has fallen to a 52-week low of $54.29, marking a nearly 30% decline over the past year due to challenging market conditions. Despite this downturn, the company is actively pursuing strategic initiatives, including expanding its stock repurchase program to $1 billion and partnering with Anthropic for an AI-powered fundraising connector for nonprofits. Blackbaud has also extended CEO Michael Gianoni’s contract through 2027, and Stifel analysts have raised their price target for the stock to $70, citing strong recurring revenue and operational discipline.
Grant Management Tool Market Is Going to Boom |• Blackbaud • Fluxx • Grantium
The "Grant Management Tool Market" Research Report 2026 provides a comprehensive analysis of the global Grant Management Tool industry, detailing current market conditions and future growth potential. The report evaluates the complete market ecosystem, including development plans, pricing structures, and value-chain dynamics, and forecasts strong growth between 2026 and 2033. It identifies key players like Blackbaud and Fluxx, analyzes market drivers, challenges, and opportunities across various segments and regions, and offers strategic insights for decision-makers.
Blackbaud CRM for nonprofits gets major feature upgrade, Web interface
Blackbaud Inc. released a new version of its Blackbaud CRM software, version 2.93, which includes a significant upgrade with a new browser-based dashboard accessible across multiple platforms. This update enhances functionality for nonprofit organizations by improving fundraising and membership management, redesigning membership processing, and streamlining data management for constituent databases. The software, previously a Windows-only application, now offers a more streamlined user interface and better handling of duplicate data.
12 AI startups join Blackbaud program to help nonprofits raise more
Blackbaud has announced a new cohort of 12 early-stage startups joining its Social Good Startup Program. These startups focus on AI-driven tools aimed at enhancing fundraising, grantmaking, compliance, and data analytics for nonprofits. The cohort significantly features founders from underrepresented backgrounds and offers solutions designed to seamlessly integrate with Blackbaud's existing platforms.
