Blackbaud (BLKB)
NASDAQInformation TechnologySoftware - ApplicationSnapshot 2026-11-04
$55.80-0.46%
Close 2026-11-05 · 1-day change
NASDAQInformation TechnologySoftware - ApplicationSnapshot 2026-11-04
Research Workspace
Put BLKB beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Application Software is in steady. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Primary pillar under pressure — Revenue growth to meet guidance near $1.176B: Revenue: $292.64M.
View ThesisRevenue is growing steadily — about 2% over the past year.
View GrowthRanks among the strongest in its industry on quality — around the top 12%.
View QualityManagement screens strong on capital allocation, earnings delivery, margins.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationThis stock is highly volatile — it swings about 2% on a typical day and fell roughly 59% in its worst 12-month stretch.
View RiskBlackbaud's AI-powered solutions must keep compounding to justify the price. Revenue grew 4.1% year over year in the latest quarter. The company beat earnings estimates by 46.2% in Q3 2026. It trades at 13x earnings versus a 29x peer median. The price reflects less growth than our forecast. Revenue growth is under pressure relative to the $1.176B guidance. Peer multiples imply a price about 37% above where it trades. The thesis is on watch. This read is provisional.
Trailing returns as of 2026-11-05. BLKB is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 4 analysts currently covering BLKB (as of Nov 2026).
Based on 3 Wall Street analysts offering 12-month price targets for BLKB in the last 4 months.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| BLKB Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 11 valuation methods, at three horizons. As of 2026-11-04. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Application Software — fair value, gap to price, and forward P/E.
Our valuation methods disagree too much on this name right now. Rather than print a number we don't believe, we're holding it back until they converge.
Compare the value case
Put BLKB next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Drive revenue growth and expand AI-powered solutions
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-11-05. EPS is implied from price ÷ P/E. Not investment advice.
Current $55.80
The last 12 months of price, then the range of analyst 12-month targets from today’s $55.80.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Bottom 25% on quality vs scored peers
A second lens on the 12-month fair value: for companies that score high on measured quality (profitability, balance-sheet safety, earnings stability), this read trusts more of today's profit margins instead of averaging them toward their multi-year history the way the headline number does. Shown alongside the fair value above, not in place of it. A diagnostic, not a price target or a buy/sell signal.
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Long-term organic growth target and 2026 outlook support growth and profitability objectives.
Advances: Enhance operating income and profitability
Reported 24% profitability growth supports profitability objective, though the share decline flags growth concerns.
Drive revenue growth and expand AI-powered solutions
Official quarterly results are a material update, but the headline alone gives no performance details.
Advances: Drive revenue growth and expand AI-powered solutions
Expansion supports revenue growth and AI solution development.
Advances: Invest in AI innovation and product development
Highlights AI innovation aligning with product development goals.