Blackbaud offers an attractively valued software franchise with four consecutive earnings beats and free cash flow well above reported profits, but a confirmed technical downtrend and elevated bearish options positioning argue for patience before adding exposure.
Thesis pillars
- Attractive Valuation Analyst Upside→Stable
- Consistent Earnings Beat Streak→Stable
- Strong Free Cash Flow Conversion→Stable
- +1 more pillar — see the Why tab for full reasoning
Blackbaud, Inc. (BLKB) Stock Analysis
Recovery setup
Technology · Software - Application
Sell if holding. Engine safety override at $45.25: Risk below floor (2.3 < 3.0) triggers a hard block regardless of the otherwise-positive setup — overall score 5.9/10. Specifically: High short interest: 14%; Elevated put/call ratio: 1.88.
Blackbaud provides cloud software and payment processing services to nonprofits, educational institutions, foundations, and corporate social responsibility programs, generating approximately 64% of revenue from contractual recurring subscriptions and 34% from transactional fees... Read more
Sell if holding. Engine safety override at $45.25: Risk below floor (2.3 < 3.0) triggers a hard block regardless of the otherwise-positive setup — overall score 5.9/10. Specifically: High short interest: 14%; Elevated put/call ratio: 1.88. Chart setup: Death cross but MACD improving, RSI 76. Score 5.9/10, moderate confidence.
Passes 6/9 gates (clean insider activity, no SEC red flags, news events none recent, earnings proximity 72d clear, semi cycle peak clear, materials cycle peak clear). Fails on weak momentum and favorable risk/reward ratio and death cross (50MA < 200MA). Suitability: aggressive.
Recent developments
updated 2026-08-16Recent Developments — Blackbaud, Inc.
Latest news
- NEWS Blackbaud, Inc. 2026 Q2 - Results - Earnings Call Presentation (NASDAQ:BLKB) 2026-07-29 - Seeking Alpha — Seeking Alpha positive
- NEWS Raymond James raises Blackbaud stock price target on margin strength - Investing.com — Investing.com positive
- NEWS Why Blackbaud Stock Is Skyrocketing Today - Yahoo Finance — Yahoo Finance positive
- NEWS Blackbaud (BLKB) Surpasses Q2 Earnings Estimates - Yahoo Finance — Yahoo Finance positive
- NEWS Earnings Flash (BLKB) Blackbaud, Inc. Posts Q2 Adjusted EPS $1.33 per Share - marketscreener.com — marketscreener.com positive
Generated 2026-08-16T17:12:03Z.
Upcoming dated catalysts
Thesis
Key Metrics
Quality Signals
Options Flow
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.
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Rating Breakdown
2 floor-breakers
Volatile — 6.4% daily ATR makes tight stops impractical. Position-size conservatively.static
Technicals below the gate floor. Component breakdown shows what dragged the score down.static
Price Targets
Position Sizing
Risk Alerts
Earnings
Verdict History
Frequently Asked Questions
Sell if holding. Engine safety override at $45.25: Risk below floor (2.3 < 3.0) triggers a hard block regardless of the otherwise-positive setup — overall score 5.9/10. Specifically: High short interest: 14%; Elevated put/call ratio: 1.88. Chart setup: Death cross but MACD improving, RSI 76. Prior stop was $42.08. Score 5.9/10, moderate confidence.
Take-profit target: $46.46 (+2.7% upside). Prior stop was $42.08. Stop-loss: $42.08.
Target reached (2.7% upside); Risk below floor (2.3 < 3.0).
Blackbaud, Inc. trades at a P/E of 14.1 (forward 7.7). TrendMatrix value score: 7.9/10. Verdict: Sell.
10 analysts cover BLKB with a consensus score of 4.0/5. Average price target: $53.
What does Blackbaud, Inc. do?Blackbaud provides cloud software and payment processing services to nonprofits, educational institutions, foundations,...
Blackbaud provides cloud software and payment processing services to nonprofits, educational institutions, foundations, and corporate social responsibility programs, generating approximately 64% of revenue from contractual recurring subscriptions and 34% from transactional fees including donation processing and tuition management. Most customers operate on three-year contracts with mid-to-high single-digit price increases at renewal; approximately 40% of contracts are due for renewal in 2026.