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 · Inst Constrain edge
Technology · Software - Application
Sell if holding. Multiple concerning factors at $32.71: Leverage penalty (D/E 34.6): -1.5; Earnings in 4 days (event risk).
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. Multiple concerning factors at $32.71: Leverage penalty (D/E 34.6): -1.5; Earnings in 4 days (event risk). Chart setup: Death cross but MACD improving, RSI 63. Score 6.1/10, moderate confidence.
Passes 7/9 gates (positive momentum, favorable risk/reward ratio, clean insider activity, no SEC red flags, news events none recent, semi cycle peak clear, materials cycle peak clear). Fails on earnings proximity 4d<=7d. Suitability: speculative.
Recent developments
updated 2026-07-26Recent Developments — Blackbaud, Inc.
Latest news
- NEWS Blackbaud: 2026 Renewals Will Be The Major Test (Upgrade) (NASDAQ:BLKB) - Seeking Alpha — Seeking Alpha positive
- NEWS Blackbaud (BLKB) Q1 2026 Earnings Transcript - The Motley Fool — The Motley Fool neutral
- NEWS Blackbaud (BLKB) Q1 2026 Earnings Transcript - The Globe and Mail — The Globe and Mail neutral
- NEWS Blackbaud (BLKB) Reports Strong Q1 Revenue Results - GuruFocus — GuruFocus positive
- NEWS Blackbaud (BLKB) Q1 Earnings and Revenues Surpass Estimates - Yahoo Finance — Yahoo Finance positive
Generated 2026-07-26T09:22:59Z.
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·1 ceiling hit
Technicals below the gate floor. Component breakdown shows what dragged the score down.static
Growth 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. Multiple concerning factors at $32.71: Leverage penalty (D/E 34.6): -1.5; Earnings in 4 days (event risk). Chart setup: Death cross but MACD improving, RSI 63. Prior stop was $30.42. Score 6.1/10, moderate confidence.
Take-profit target: $41.76 (+27.7% upside). Prior stop was $30.42. Stop-loss: $30.42.
Leverage penalty (D/E 34.6): -1.5; Earnings in 4 days (event risk); Weak growth.
Blackbaud, Inc. trades at a P/E of 10.6 (forward 5.6). TrendMatrix value score: 9.0/10. Verdict: Sell.
10 analysts cover BLKB with a consensus score of 4.0/5. Average price target: $48.
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.