Blackbaud, Inc.

Blackbaud, Inc.

BLKBยทNASDAQ

$28.11

-14%
TechnologySoftware - Application

Blackbaud, Inc. provides cloud software solutions to higher education institutions, Kย–12 schools, healthcare organizations, faith communities, arts and cultural organizations, foundations, companies, and individual change agents in the United States and internationally. The company offers fundraising and relationship management solutions, such as Blackbaud Raiser's Edge NXT and Blackbaud CRM, Blackbaud eTapestry, Blackbaud TeamRaiser, JustGiving, and Blackbaud Guided Fundraising and Blackbaud Volunteer Network Fundraising; marketing and engagement solutions, including Blackbaud Luminate Online, Blackbaud Online Express, and Blackbaud School Website System; and financial management solutions comprising Blackbaud Financial Edge NXT, Blackbaud Tuition Management, and Blackbaud Financial Aid Management. It also provides grant and award management solutions, consisting of Blackbaud Grantmaking and Blackbaud Award Management; organizational and program management, such as Blackbaud Student Information System, Blackbaud Learning Management System, Blackbaud Enrollment Management System, Blackbaud Altru, and Blackbaud Church Management; social responsibility solutions, which includes YourCause GrantsConnect and YourCause CSRconnect; Blackbaud Merchant Services and Blackbaud Purchase Cards payment services; and Blackbaud's Intelligence for Good solutions, as well as donor acquisition, prospect research, data enrichment, and benchmarking and performance management solutions and services. It sells its solutions and related services through its direct sales force. Blackbaud, Inc. was founded in 1981 and is headquartered in Charleston, South Carolina.

At a Glance

Live Snapshot
Market Cap$1.29B
EPS2.4100
P/E Ratio11.66
Earnings Date07/29/2026
blkb

Blackbaud, Inc. Street Expectations Map

BLKB ยท NASDAQ

Wall Street analysts project that BLKB stock may rise significantly over the coming 12 months. The consensus 1-year price target stands at 52.50, with estimates ranging from a low of 45.00 to a high of 60.00.

Lowest Target
45.00
60.09%
Consensus Target
52.50
86.77%
Highest Target
60.00
113.45%

The consensus 1-year price target stands at 52.50, with estimates ranging from a low of 45.00 to a high of 60.00.

Analyst Consensus Analysis

Upside Potential

+86.8%

Substantial upside potential. Analysts see significant value gap, suggesting the stock may be materially undervalued at current levels.

Analyst Agreement

28.6% spread

Good consensus alignment. Moderate target spread reflects general agreement on value drivers with some variance in assumptions.

Analyst Conviction

Very High

Strong buy conviction: High upside with tight consensus suggests compelling investment opportunity backed by analyst confidence.

Market Sentiment Insight

Rare opportunity: Exceptional upside potential with strong analyst consensus creates a compelling setup. The combination of significant price target premium and tight agreement suggests high-conviction undervaluation that may attract institutional capital.

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Blackbaud, Inc. Forward Estimates of Revenue

BLKB ยท NASDAQ
Latest Revenue
1.13B
FY 2025
Avg Estimate
1.17B
FY 2026
Estimate Range
1.16B - 1.17B
Analyst Spread

Forward Growth Analysis

Projected Growth+3.7%

Flat growth suggests market maturity or near-term challenges offsetting expansion efforts.

Analyst Coverage4 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

blkb

Blackbaud, Inc. Forward Estimates of Net Income

BLKB ยท NASDAQ
Latest Net Income
114.97M
FY 2025
Avg Estimate
253.00M
FY 2026
Estimate Range
244.02M - 261.98M
Analyst Spread

Forward Growth Analysis

Projected Growth+120.1%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage4 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread7%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Blackbaud, Inc. Forward Estimates of EPS

BLKB ยท NASDAQ
Latest EPS
2.41
FY 2025
Avg Estimate
$4.99
FY 2026
Estimate Range
$4.83 - $5.18
Analyst Spread

Forward Growth Analysis

Projected Growth+107.2%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage4 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread7%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Blackbaud, Inc. Forward Estimates of EBIT

BLKB ยท NASDAQ
Latest EBIT
199.75M
FY 2025
Avg Estimate
86.73M
FY 2026
Estimate Range
86.29M - 86.94M
Analyst Spread

Forward Growth Analysis

Projected Growth-56.6%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage4 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

Key Insight

Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.

blkb

Blackbaud, Inc. Forward Estimates of EBITDA

BLKB ยท NASDAQ
Latest EBITDA
285.97M
FY 2025
Avg Estimate
158.79M
FY 2026
Estimate Range
157.98M - 159.18M
Analyst Spread

Forward Growth Analysis

Projected Growth-44.5%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage4 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

Key Insight

Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.

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Blackbaud, Inc. Forward Estimates of SG&A Expense

BLKB ยท NASDAQ
Latest SG&A Expense
332.17M
FY 2025
Avg Estimate
379.35M
FY 2026
Estimate Range
377.42M - 380.27M
Analyst Spread

Forward Growth Analysis

Projected Growth+14.2%

Solid growth trajectory indicates healthy business performance and competitive positioning.

Analyst Coverage4 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

blkb

Blackbaud, Inc. Insider Positioning

BLKB ยท NASDAQ

During the last 12 months, insiders have sold $2.62M worth of BLKB shares, with no buying activity reported.

3 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

3-6 Months

Bought

0

0.00

Sold

40.0K

1.92M

Net Activity

-1.9M

-$1.92M

6-9 Months

Bought

0

0.00

Sold

3.5K

212.47K

Net Activity

-212K

-$212K

9-12 Months

Bought

0

0.00

Sold

7.3K

485.81K

Net Activity

-486K

-$486K

Top Buyers

No buying activity

Top Sellers

1
OJW

Olson Jon W

Officer: Svp And General Counsel

15.0K sharesโ€ข2 transactions

$728K

2
MK

Mcdearis Kevin

Officer: Evp & Chief Technology Officer

15.0K sharesโ€ข1 transactions

$695K

3
BDJ

Benjamin David J

Officer: Evp, Chief Commercial Officer

8.0K sharesโ€ข1 transactions

$395K

4
DD

Defiore Deneen

Director

4.0K sharesโ€ข1 transactions

$266K

5
HRS

Hollenbeck Rupal S

Director

4.1K sharesโ€ข2 transactions

$250K

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $2.62M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.00:1

Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.

Insider Participation

High Selling

5 insider sellers vs. 0 buyers. Widespread selling across multiple insiders may signal concerns.