Blackbaud (NASDAQ:BLKB) Issues FY 2026 Earnings Guidance

Blackbaud (NASDAQ:BLKB) issued an update on its FY 2026 earnings guidance on Tuesday morning. The company provided EPS guidance of 5.150-5.250 for the period, compared to the consensus EPS estimate of 4.300. The company issued revenue guidance of $1.2 billion-$1.2 billion, compared to the consensus revenue estimate of $1.2 billion.

Wall Street Analyst Weigh In

Several equities analysts have issued reports on the stock. Raymond James Financial set a $60.00 price target on shares of Blackbaud in a report on Tuesday. Zacks Research cut shares of Blackbaud from a “strong-buy” rating to a “hold” rating in a research note on Monday, December 29th. Wall Street Zen upgraded Blackbaud from a “hold” rating to a “buy” rating in a research report on Sunday, November 9th. Stifel Nicolaus set a $50.00 target price on Blackbaud in a research report on Tuesday. Finally, Evercore ISI set a $55.00 price target on shares of Blackbaud in a report on Wednesday. Three investment analysts have rated the stock with a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, Blackbaud presently has an average rating of “Reduce” and a consensus price target of $56.25.

Blackbaud Stock Up 5.6%

Blackbaud stock opened at $50.37 on Thursday. The firm has a market capitalization of $2.41 billion, a P/E ratio of 21.16, a P/E/G ratio of 1.76 and a beta of 1.10. The company has a current ratio of 0.79, a quick ratio of 0.69 and a debt-to-equity ratio of 12.78. Blackbaud has a twelve month low of $45.71 and a twelve month high of $81.39. The stock’s fifty day simple moving average is $58.50 and its 200-day simple moving average is $61.78.

Insider Buying and Selling at Blackbaud

In other news, Director Rupal S. Hollenbeck sold 1,600 shares of the firm’s stock in a transaction that occurred on Friday, November 21st. The shares were sold at an average price of $56.49, for a total transaction of $90,384.00. Following the transaction, the director directly owned 6,366 shares in the company, valued at approximately $359,615.34. This trade represents a 20.09% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Insiders own 1.97% of the company’s stock.

Blackbaud News Roundup

Here are the key news stories impacting Blackbaud this week:

• Positive Sentiment: Q4 EPS and revenue beat — Blackbaud reported $1.19 EPS vs. $1.15 expected and revenue of $295.3M vs. ~$292.7M consensus; margins expanded and organic growth showed improvement. Blackbaud (BLKB) Q4 Earnings and Revenues Beat Estimates
• Positive Sentiment: Much stronger FY‑2026 guidance — management raised FY26 EPS to $5.15–$5.25 versus consensus near $4.30 and reiterated ~ $1.2B revenue expectations, a major upward catalyst for investor expectations. Blackbaud Announces 2025 Fourth Quarter and Full Year Results
• Positive Sentiment: Earnings‑call takeaways emphasize growth initiatives, cash generation and AI product focus — management highlighted AI-driven product investments and cash strength as drivers of future margin expansion. Blackbaud Earnings Call Highlights Growth, Cash, and AI
• Positive Sentiment: Market reaction — several outlets note the stock rallied after the beat and guidance, reflecting investor reassessment of growth and profitability prospects. Blackbaud rallies after Q4 beat and bullish 2026 guidance
• Neutral Sentiment: Earnings materials and transcripts available — full call transcript and slide deck were published for deeper review by investors. Blackbaud, Inc. (BLKB) Q4 2025 Earnings Call Transcript
• Neutral Sentiment: Short‑interest data appears inconsistent — reports show zero shares/NaN changes and a 0.0 days‑to‑cover figure, suggesting the dataset is unreliable for gauging current short pressure.
• Negative Sentiment: Analyst/voice concerns on growth and valuation — some commentary frames valuation compression as making the stock cheaper but warns organic growth may be limited, which could constrain multiple expansion. Blackbaud: Valuation Compression Is Appealing, But Growth Looks Slim
• Negative Sentiment: Intraday weakness/volatility — coverage noted BLKB hit an annual low amid Nasdaq futures swings earlier this week, highlighting susceptibility to market volatility despite the company’s positive results. Blackbaud (NASDAQ:BLKB) Hits Annual Low During Nasdaq Futures Fluctuations

Hedge Funds Weigh In On Blackbaud

A number of large investors have recently modified their holdings of BLKB. Inceptionr LLC lifted its stake in shares of Blackbaud by 25.1% in the fourth quarter. Inceptionr LLC now owns 6,217 shares of the technology company’s stock valued at $394,000 after purchasing an additional 1,249 shares during the period. Deutsche Bank AG increased its stake in Blackbaud by 3.3% in the 4th quarter. Deutsche Bank AG now owns 34,336 shares of the technology company’s stock valued at $2,174,000 after purchasing an additional 1,100 shares in the last quarter. Franklin Resources Inc. acquired a new position in Blackbaud during the fourth quarter worth $3,967,000. Bank of New York Mellon Corp boosted its position in Blackbaud by 2.0% during the fourth quarter. Bank of New York Mellon Corp now owns 397,520 shares of the technology company’s stock worth $25,171,000 after purchasing an additional 7,846 shares in the last quarter. Finally, CIBC Bancorp USA Inc. purchased a new stake in Blackbaud during the third quarter worth $263,000. 94.21% of the stock is owned by hedge funds and other institutional investors.

About Blackbaud

Blackbaud, Inc is a leading provider of cloud software, services and data intelligence solutions designed specifically for the social good community. The company’s main offerings include fundraising and relationship management platforms, financial management systems, grant and award management tools, and advanced analytics. Its flagship products—such as Raiser’s Edge NXT, Blackbaud Financial Edge NXT and Blackbaud NetCommunity—help nonprofit organizations, educational institutions, healthcare providers and foundations streamline donor engagement, optimize financial operations and measure program impact.

Founded in 1981 and headquartered in Charleston, South Carolina, Blackbaud has grown from a small technology startup into a global specialist in nonprofit software.