A Look at Blackbaud's Valuation Following Strong Q3 Earnings, New AI Enhancements, and Expanded Share Buybacks

Simply Wall St.11-02

Blackbaud (BLKB) just reported third-quarter results that beat both revenue and earnings estimates, accompanied by a wave of fresh AI-powered product enhancements and a larger share repurchase plan. ...

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The company’s moves signal an evolving strategy and renewed attention from investors.\nSee our latest analysis for Blackbaud.\nBlackbaud’s latest results come after a choppy stretch for the stock, which has slipped 13.1% on a share price basis year-to-date and is still trading near two-year lows...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":["earning"],"viewcount":null,"language":"en","relate_stocks":{"BLKB":"布莱克波特科技"},"translate_title":"在强劲的第三季度盈利、新的人工智能增强和扩大股票回购之后，看看Blackbaud的估值","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"BLKB":1.5},"content_text":"Blackbaud (BLKB) just reported third-quarter results that beat both revenue and earnings estimates, accompanied by a wave of fresh AI-powered product enhancements and a larger share repurchase plan. The company’s moves signal an evolving strategy and renewed attention from investors. See our latest analysis for Blackbaud. Blackbaud’s latest results come after a choppy stretch for the stock, which has slipped 13.1% on a share price basis year-to-date and is still trading near two-year lows. This is despite strong profitability and a series of high-profile product launches. Recent buybacks and its focus on AI-driven innovation are making waves, but the total shareholder return over the last 12 months remains down 17.6%. Multi-year returns remain positive, which suggests momentum is still waiting to build. If these tech shifts have you eyeing what’s possible, it might be the perfect moment to broaden your outlook and discover fast growing stocks with high insider ownership Yet with Blackbaud delivering higher profits and initiating bold AI moves, but its stock still sitting near multi-year lows, the big question remains: is there meaningful upside ahead, or is the market already factoring in future gains? AdvertisementMost Popular Narrative: 14.8% Undervalued With Blackbaud closing at $64.04, the most-watched narrative places its fair value at $75.17. This meaningful gap has some market watchers talking. The disconnect between recent price action and estimated value makes the underlying rationale worth a closer look.  Blackbaud is positioned to benefit from accelerated digital transformation across the nonprofit, education, and healthcare sectors, as evidenced by recent large customer wins upgrading from legacy systems to Blackbaud's modern, integrated cloud platforms. This migration is increasing demand for its solutions and underpins both expanding recurring revenues and higher renewal rates.  Read the complete narrative. Want to know the financial engine driving this bullish outlook? The real secret lies in projected revenue growth, big margin improvement, and a future profit run rate that is rarely seen outside software winners. Curious which bold growth figures and profit turnarounds anchor the narrative? Dive in for the full story behind the fair value math. Result: Fair Value of $75.17 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, intensifying competition and slower technology spending among nonprofits could weigh on Blackbaud’s growth story if innovation or budgets are insufficient. Find out about the key risks to this Blackbaud narrative. Another View: What Does Our DCF Model Show? Switching gears from simple market multiples, our SWS DCF model points to an even greater margin of undervaluation for Blackbaud. With a fair value estimate of $85.47 per share versus the current market price, the difference raises eyebrows. Could the true value be hiding in plain sight, or are investors missing something? Look into how the SWS DCF model arrives at its fair value. BLKB Discounted Cash Flow as at Nov 2025 Build Your Own Blackbaud Narrative If you have your own interpretation, or would rather trust your own research process, it’s easy to build a narrative from scratch in just minutes. Do it your way A great starting point for your Blackbaud research is our analysis highlighting 2 key rewards and 1 important warning sign that could impact your investment decision. Looking for More Investment Ideas? Don’t limit your opportunity. These unique stock lists could spark your next big win. Powerful trends are unfolding, so act now before others catch on.  Capture steady returns by targeting income opportunities with these 23 dividend stocks with yields > 3%, where robust yields set companies apart in a volatile market. Capitalize on emerging breakthroughs by jumping into these 28 quantum computing stocks, which is reshaping tomorrow’s tech landscape with innovative quantum computing solutions. Unlock portfolio growth from tomorrow’s leaders using these 836 undervalued stocks based on cash flows, featuring stocks with strong cash flow potential and attractive entry points.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.Valuation is complex, but we're here to simplify it.Discover if Blackbaud might be undervalued or overvalued with our detailed analysis, featuring fair value estimates, potential risks, dividends, insider trades, and its financial condition.Access Free AnalysisHave feedback on this article? Concerned about the content? Get in touch with us directly. 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