Leading AI company for social impact recognized by Business Intelligence Group, Responsible AI Institute, and Stevie Awards for transformative technology and ethical AI development Media Inquiries [email protected] CHARLESTON, S.C., Feb. 3, 2026 /PRNewswire/ -- Blackbaud (NASDAQ: BLKB), the world's leading provider of AI-powered solutions for social impact, today announced it has received three prestigious industry awards recognizing the company's pioneering work in artificial intelligence, responsible tech ...

Millions of people face barriers to securing stable, living-wage employment due to skills gaps, limited access to quality training, and rapidly evolving labor markets. Generation, a global nonprofit founded in 2015, exists to bridge this divide by equipping adults of all ages with the skills, support, and opportunities necessary to access meaningful careers. "At Blackbaud, we are deeply committed to fueling meaningful change," said Margaret "Maggie" Driscoll, chief people and culture officer, Blackbaud. "Ou ...

Company will also discuss long term aspirational goals and recent AI Innovation CHARLESTON, S.C., Jan. 27, 2026 /PRNewswire/ -- Blackbaud (NASDAQ: BLKB), the world's leading provider of AI-powered solutions for social impact, will report its fourth quarter and full year 2025 financial results at 8:00 a.m. ET on Tuesday, February 10, before the U.S. financial markets open for trading. This earnings call will include the company's financial results for 2025, guidance for 2026, and include long-term aspiratio ...

Core Insights - Blackbaud, Inc. (BLKB) is experiencing growth due to a strong product portfolio, AI-driven innovation, and margin expansion, aiming for Rule of 45 status by 2030 [1][10] - The company's shares increased approximately 12.5% in the past month, outperforming the Zacks Computer – Software industry's growth of 2.8% [1] Product Portfolio and Innovation - Blackbaud is focusing on cloud software solutions and data-driven decisions, utilizing AI, machine learning, and predictive analytics [3] - The introduction of Agents for Good, an AI suite, aims to assist social impact organizations by automating complex tasks [4] - The launch of the 2025 Ultimate End-of-Year Fundraising Toolkit is designed to enhance fundraising success for organizations [5] - A partnership with Constant Contact allows for better engagement across various digital channels within Blackbaud Raiser's Edge NXT [6] Financial Performance and Projections - For full-year 2025, Blackbaud anticipates non-GAAP EPS between $4.30 and $4.50, with an adjusted EBITDA margin projected at 35.4-36.2% [7][9] - The company expects adjusted free cash flow of $195–$205 million for 2025, supporting investments in innovation and shareholder returns [10] - Projected GAAP revenues are between $1.120 billion and $1.130 billion, indicating approximately 5% organic growth [11] Competitive Landscape and Challenges - Blackbaud faces competition from nonprofit-focused peers and large enterprises, which pressures pricing and margins [12] - Ongoing acquisitions increase integration risk and have inflated goodwill and intangibles to 55.6% of total assets as of September 30, 2025 [12] Valuation and Investment Appeal - The stock trades at a forward 12-month P/E ratio of 18.46, below the industry's average of 28.81, indicating potential undervaluation [13] - With strong cash flow, a robust product portfolio, and consistent share repurchase programs, BLKB presents an attractive investment opportunity [14]

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Summary of Blackbaud Conference Call Company Overview - **Company**: Blackbaud - **Industry**: Vertical software company focused on the global social good space, serving nonprofits, foundations, K-12 schools, and corporate social responsibility programs [2][3] Financial Performance - **Q3 2025 Highlights**: Strong performance with raised guidance in all categories, including cash flow [3][31] - **Revenue Growth**: Expected mid-single-digit organic revenue growth, higher EBITDA growth, and double-digit earnings per share growth [6][31] - **Cash Flow**: Raised cash flow guidance twice this year, with improvements expected next year [32][34] Market Opportunity - **Total Addressable Market (TAM)**: Estimated at $10 billion, focusing on mid-tier and enterprise-sized institutions [5] - **Nonprofit Sector Resilience**: U.S. giving is around $600 billion annually, growing at 2-3% per year, with a 6% growth last year [6][7] Product and Sales Strategy - **Product Pricing**: One-third of revenue from transaction fees; the rest from cloud software subscriptions with multi-year contracts [11] - **Sales Cycle**: Typically 6-8 months, with significant decisions made by executives [12] - **Growth Algorithm**: Combination of acquiring new customers and cross-selling to existing ones [14] Competitive Landscape - **Competitors**: Primarily smaller, founder-led firms and some apps built on Salesforce or Dynamics; no enterprise-level competitors [16][18] AI Integration - **AI Utilization**: Blackbaud is both a consumer and creator of AI, with over 70 AI capabilities in core solutions and plans for a fully agentic AI solution in 2026 [19][20] - **Internal AI Use**: Implementing AI for sales forecasting and lead generation, improving efficiency and productivity [25][26] Capital Allocation - **Share Buybacks**: Plans to buy back 7-8% of shares outstanding this year, with a focus on buybacks, debt reduction, and small acquisitions [28][29] Future Outlook - **2026 Expectations**: Anticipates solid growth driven by new product launches and a stable customer base; confident in being undervalued and aggressive in stock buybacks [34][35] Key Takeaways - **Recurring Revenue**: 98% of revenue is recurring, indicating stability [34] - **Market Resilience**: Proven resilience through economic downturns and COVID-19 [7][34] - **Focus on Engineering and AI**: A significant portion of the workforce is in engineering, emphasizing innovation and product development [34]

Core Insights - Blackbaud has launched a groundbreaking fundraising connector for Claude for Nonprofits in partnership with Anthropic, aimed at enhancing how mission-driven organizations utilize AI to increase their impact [1][2] - The integration allows Blackbaud customers to access over 40 years of nonprofit performance data directly within their existing platforms, improving decision-making based on real donor behavior rather than generic data [1][2] - This initiative is part of a broader strategy to leverage AI technology across Blackbaud's solutions, including the introduction of virtual team members called Agents for Good, which will help organizations optimize their workflows and focus on mission-critical tasks [3][4] Company Strategy - The partnership with Anthropic aligns with Blackbaud's goal to expand its AI capabilities, providing users with more flexibility and actionable insights to enhance their fundraising efforts [2][3] - Blackbaud plans to further develop the Anthropic connector across its nonprofit, education, and corporate solutions, indicating a commitment to continuous innovation in the social impact sector [4] - The introduction of Agents for Good is expected to create new monetization opportunities and drive growth within the Blackbaud ecosystem, positioning the company for sustained success [3][4] Market Position - Blackbaud is recognized as a leader in AI for social impact, serving a wide range of sectors including nonprofits and education, with over $100 billion raised, granted, or managed through its platforms annually [4] - The company has received accolades for its commitment to social responsibility and remote work, enhancing its reputation in the industry [5]

Core Viewpoint - Blackbaud has reauthorized and expanded its stock repurchase program, increasing the total capacity from $800 million to $1 billion, indicating a strong commitment to enhancing shareholder value through share buybacks [1][2]. Stock Repurchase Program - The company has reduced its outstanding common stock by over 10% since the initiation of the current stock repurchase program in Q4 2023 [2]. - In 2025, Blackbaud repurchased 2,707,953 shares for $174.5 million, representing approximately 6.7% of the outstanding common stock as of December 31, 2024 [2]. - The expected stock repurchase range for fiscal year 2025 has been increased to between 7.0% and 8.5% of the outstanding common stock as of December 31, 2024 [2]. Company Overview - Blackbaud is a leading software provider dedicated to social impact, serving nonprofit and education sectors, and has raised over $100 billion through its platforms annually [3]. - The company has been recognized in various lists, including Newsweek's Most Responsible Companies and Forbes' Best Employers [3]. - Blackbaud operates in multiple countries, including the United States, Australia, Canada, Costa Rica, India, and the United Kingdom, supporting users in over 100 countries [3].

Core Insights - Blackbaud is reshaping nonprofit technology with purpose-built AI, focusing on moving from systems of record to systems of intelligent action [2][3] - The company showcased innovations during its bi-annual Product Update Briefings, emphasizing the integration of AI across its product suite [2][3] Product Innovations - Blackbaud introduced the Development Agent, the first of its Agents for Good™, designed to proactively manage donor portfolios and enhance outreach [2] - Major updates to Raiser's Edge NXT include AI capabilities that streamline fundraising workflows and deepen donor engagement, such as natural language interaction with donor data [3] - The Enterprise Fundraising CRM is being modernized with enhanced usability and intelligence, providing deeper insights into donor behavior [3] Financial Management Enhancements - Financial Edge NXT is being transformed with AI-powered capabilities for invoice management and accounts payable workflows, improving accuracy and efficiency [6] - Integrated Payments enhancements allow U.S. organizations to accept contactless payments using just an iPhone, streamlining transaction processes [6] K-12 Solutions - Blackbaud is enhancing its K-12 solutions with features that simplify tuition operations, improve billing reliability, and streamline financial aid applications [6][7] - New tools in the Student Information System aim to improve grading management and student success tracking [6] Corporate Impact Tools - Blackbaud Impact Edge™ now includes expanded AI capabilities for measuring program outcomes and strategic investments [8] - YourCause GrantsConnect has launched Form Intelligence to assist grant managers in crafting impactful applications [8] Data Intelligence Improvements - Persistent Key (U.S.) is introduced for master data management, enhancing record matching and data consistency across systems [9] Fundraising Efficiency - Luminate Online and TeamRaiser are being enhanced with features that improve fundraising efficiency and donor experience, including new payment options and AI tools for content creation [10]

Core Insights - Zacks Premium provides tools for investors to enhance their stock market strategies, including daily updates on Zacks Rank and Industry Rank, research reports, and stock screens [1] - The Zacks Style Scores are designed to help investors select stocks with the highest potential to outperform the market in the short term [2] Zacks Style Scores Overview - Stocks are rated A, B, C, D, or F based on value, growth, and momentum characteristics, with higher scores indicating a better chance of outperforming the market [3] - The Value Score focuses on identifying undervalued stocks using financial ratios like P/E, PEG, and Price/Sales [4] - The Growth Score emphasizes a company's financial health and future growth potential, analyzing projected and historical earnings, sales, and cash flow [5] - The Momentum Score identifies optimal entry points for stocks based on price trends and earnings estimate changes [6] - The VGM Score combines the three Style Scores to highlight stocks with attractive value, strong growth forecasts, and positive momentum [7] Zacks Rank and Style Scores Interaction - The Zacks Rank is a proprietary model that uses earnings estimate revisions to guide investors, with 1 (Strong Buy) stocks achieving an average annual return of +23.93% since 1988, significantly outperforming the S&P 500 [7][8] - To maximize returns, investors should focus on stocks with a Zacks Rank of 1 or 2 and Style Scores of A or B [9] - Stocks with lower ranks but high Style Scores may still face downward price pressure due to negative earnings forecasts [10] Company Spotlight: Blackbaud Inc. - Blackbaud Inc. is a leading cloud software company focused on social causes, offering a range of software solutions for fundraising, marketing, CRM, and financial management [11] - Blackbaud holds a Zacks Rank of 2 (Buy) and has a VGM Score of B, indicating strong growth potential [12] - The company is projected to achieve year-over-year earnings growth of 8.4% for the current fiscal year, with upward revisions in earnings estimates [12][13]