Blackbaud, Inc. (BLKB) AI Stock Analysis

Blackbaud, Inc. is a provider of cloud software solutions serving higher education institutions, K-12 schools, healthcare organizations, faith communities, arts and cultural entities, foundations, corporations, and individual change agents worldwide. Its specialized software portfolio enhances fundraising, relationship management, and organizational operations. Core platforms include Blackbaud Raiser's Edge NXT, Blackbaud CRM, eTapestry, TeamRaiser, and JustGiving for fundraising and donor management. It also provides marketing solutions like Blackbaud Luminate Online, financial systems including Blackbaud Financial Edge NXT, grantmaking platforms, and student information systems.

Annual revenue grew from $927.7M in FY2021 to $1.13B in FY2025, recording a 5-year CAGR of 4.3%. After posting a net loss of $299.5M in FY2024, net income rebounded to $115.0M in FY2025 as gross margin improved to 58.8% and operating margin reached 16.9%. In the trailing twelve months ended June 30, 2026, revenue stood at $1.15B with a profit margin of 13.1%. For the latest quarter ended June 30, 2026, quarterly revenue grew 3.0% year-over-year, while quarterly earnings expanded by 43.6%.

As of June 30, 2026, Blackbaud held $34.4M in cash and short-term investments against total debt of $1.15B, resulting in net debt of $1.12B. Shareholders' equity was $67.0M, contributing to a debt-to-equity ratio of 17.16 and a current ratio of 0.83. In FY2025, the company produced $265.6M in operating cash flow and $257.8M in free cash flow. Capital expenditures were $7.8M, while $217.2M was deployed into share buybacks, helping lower the share count by 4.5% over 5 years.

Blackbaud trades at a trailing P/E of 16.1x and a forward P/E of 7.7x, both below the median of its US-listed Technology peers at 28.1x and 18.8x, respectively. Its enterprise value of $3.06B implies an EV/EBITDA multiple of 9.5x, compared to the peer median of 16.6x. The stock has underperformed broader benchmarks, dropping 17.3% over the past year and 31.2% over 5 years, compared to gains of 16.8% and 83.0% for the S&P 500.

Wall Street coverage includes 1 Strong Buy, 1 Buy, and 2 Hold ratings among tracked analysts. The mean price target of $51.50 represents a 0.3% discount to the last close of $51.65. For the fiscal year ending December 31, 2026, analysts project EPS of $5.25 on revenue of $1.18B. Blackbaud has exceeded consensus EPS estimates in each of the last 4 quarters, and its next earnings report is scheduled for October 28, 2026.

This page is an AI-written research summary of Blackbaud, Inc. (BLKB). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

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