Blackbaud (NASDAQ:BLKB) Sets New 1-Year Low – What’s Next?

Blackbaud, Inc. (NASDAQ:BLKB)’s share price reached a new 52-week low on Wednesday . The stock traded as low as $45.71 and last traded at $47.68, with a volume of 1152826 shares changing hands. The stock had previously closed at $48.25.

Trending Headlines about Blackbaud

Here are the key news stories impacting Blackbaud this week:

• Positive Sentiment: Q4 EPS and revenue beat consensus — GAAP EPS $1.19 vs. $1.15 est.; revenue $295.3M vs. $292.7M est., showing an earnings upside that supports valuation and upside expectations. Zacks: Q4 Earnings Beat
• Positive Sentiment: Very bullish FY2026 EPS guidance: $5.150–$5.250 vs. consensus near $4.30 — a sizable guide-up that materially raises FY26 earnings expectations. PR Newswire: FY25 Results & Guidance
• Positive Sentiment: Management highlighted growth initiatives, strong cash flow and AI investments on the earnings call, which supports the upbeat guidance and long-term margin improvement potential. TipRanks: Earnings Call Highlights
• Positive Sentiment: Street reaction: headlines noted an initial rally after the Q4 beat and bullish guidance, indicating investor enthusiasm for the outlook. MSN: Rally After Q4
• Neutral Sentiment: The full earnings call transcript and slide deck are available for deeper review (useful for investors doing due diligence). Seeking Alpha: Call Transcript
• Neutral Sentiment: Reported short-interest data appears anomalous (0 shares reported for the period), suggesting a possible data glitch — not meaningful until confirmed.
• Negative Sentiment: Despite the beat and guidance, the stock is down today on elevated volume (1.15M vs. avg ~426k) and remains significantly below its 50-/200-day moving averages, signaling technical selling pressure and potential profit-taking.
• Negative Sentiment: Underlying fundamentals still show areas of concern: revenue was down ~2.3% YoY for the quarter, the company reports a negative net margin, and leverage appears high (debt/equity ~9.6), which could limit upside if execution slips. MarketBeat: Earnings Summary

Wall Street Analysts Forecast Growth

A number of brokerages recently commented on BLKB. Weiss Ratings reissued a “sell (d)” rating on shares of Blackbaud in a research note on Wednesday, January 21st. Stifel Nicolaus set a $50.00 price objective on shares of Blackbaud in a research note on Tuesday. Zacks Research downgraded Blackbaud from a “strong-buy” rating to a “hold” rating in a research report on Monday, December 29th. Wall Street Zen upgraded Blackbaud from a “hold” rating to a “buy” rating in a report on Sunday, November 9th. Finally, Raymond James Financial set a $60.00 price target on Blackbaud in a report on Tuesday. Three analysts have rated the stock with a Hold rating and one has issued a Sell rating to the company. According to MarketBeat.com, the stock presently has a consensus rating of “Reduce” and an average target price of $62.00.

Blackbaud Price Performance

The company has a 50-day moving average of $58.73 and a two-hundred day moving average of $61.86. The company has a debt-to-equity ratio of 9.63, a current ratio of 0.69 and a quick ratio of 0.69. The stock has a market capitalization of $2.28 billion, a PE ratio of -9.17, a P/E/G ratio of 1.78 and a beta of 1.10.

Blackbaud (NASDAQ:BLKB) last released its earnings results on Tuesday, February 10th. The technology company reported $1.19 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.15 by $0.04. Blackbaud had a negative net margin of 22.57% and a positive return on equity of 137.13%. The business had revenue of $295.26 million for the quarter, compared to analysts’ expectations of $292.71 million. During the same period last year, the company earned $1.08 earnings per share. The company’s quarterly revenue was down 2.3% on a year-over-year basis. Blackbaud has set its FY 2026 guidance at 5.150-5.250 EPS. Sell-side analysts predict that Blackbaud, Inc. will post 3.05 EPS for the current fiscal year.

Insider Buying and Selling at Blackbaud

In other news, Director Rupal S. Hollenbeck sold 1,600 shares of the business’s stock in a transaction dated Friday, November 21st. The stock was sold at an average price of $56.49, for a total transaction of $90,384.00. Following the completion of the sale, the director owned 6,366 shares in the company, valued at approximately $359,615.34. The trade was a 20.09% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. 1.97% of the stock is owned by corporate insiders.

Institutional Investors Weigh In On Blackbaud

Several institutional investors have recently bought and sold shares of BLKB. CWM LLC lifted its holdings in shares of Blackbaud by 215.9% during the 2nd quarter. CWM LLC now owns 458 shares of the technology company’s stock valued at $29,000 after acquiring an additional 313 shares in the last quarter. BNP PARIBAS ASSET MANAGEMENT Holding S.A. acquired a new stake in Blackbaud in the 2nd quarter valued at $33,000. Rothschild Investment LLC raised its position in Blackbaud by 589.0% in the fourth quarter. Rothschild Investment LLC now owns 565 shares of the technology company’s stock valued at $36,000 after purchasing an additional 483 shares during the period. TD Private Client Wealth LLC lifted its stake in shares of Blackbaud by 4,300.0% during the fourth quarter. TD Private Client Wealth LLC now owns 616 shares of the technology company’s stock worth $39,000 after purchasing an additional 602 shares in the last quarter. Finally, EverSource Wealth Advisors LLC boosted its position in shares of Blackbaud by 380.5% in the fourth quarter. EverSource Wealth Advisors LLC now owns 615 shares of the technology company’s stock worth $39,000 after buying an additional 487 shares during the period. 94.21% of the stock is currently 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.