Key Takeaways Blackbaud is embedding AI into fundraising, financial management and CSR platforms.BLKB raised 2025 revenue outlook to $1.120-$1.130B, with organic growth near 5%.Margin expansion and innovation remain key focuses as competition pressures pricing.Blackbaud, Inc. (BLKB) is leaning heavily on artificial intelligence (AI) and innovation to fuel its next phase of growth. The company has been steadily expanding its product portfolio, rolling out frequent updates and AI-driven capabilities to empowe ...

Accessibility StatementSkip Navigation New Updates Simplify and Enhance CSR Reporting and Unlock Deeper Data Insights Through Integrations with True Impact and Candid CHARLESTON, S.C., Sept. 25, 2025 /PRNewswire/ -- Blackbaud (NASDAQ: BLKB), the leader in AI for social impact, announced major updates for Blackbaud Impact Edgeâ"¢, its AI-powered social impact data reporting and storytelling solution for companies of all sizes leveraging Blackbaud's YourCause® CSR platform. These updates are delivering smarte ...

Core Insights - Blackbaud, a leader in AI for social impact, announced the winners of the 2025 Blackbaud Impact Awards, recognizing organizations and individuals achieving significant results using Blackbaud software [1] Group 1 - The Blackbaud Impact Awards celebrate purpose-driven customers who utilize Blackbaud software to create positive social impact [1] - The awards highlight the achievements of various organizations and individuals, showcasing their innovative use of technology for social good [1]

Group 1 - Blackbaud, Inc. (Symbol: BLKB) shares crossed above their 200-day moving average of $76.17, trading as high as $77.83 per share, representing an increase of approximately 3.3% on the day [2] - The 52-week low for BLKB shares is $64.32, while the 52-week high is $88.56, with the last trade recorded at $77.46 [2]

Core Insights - Blackbaud has been recognized as 20 on Fast Company's list of the 2025 Best Workplaces for Innovators, highlighting its culture of experimentation and innovation in AI for social impact [1] - The company invested $220 million in R&D in 2024 to enhance innovation dedicated to social impact, demonstrating its commitment to empowering employees and driving results for customers [2] - Blackbaud's remote-flexible workforce strategy has led to 70% employee volunteerism in 2024, significantly above the national average, fostering a strong connection to social impact [1][2] Company Overview - Blackbaud (NASDAQ: BLKB) is a leading software provider focused on powering social impact, serving nonprofit and education sectors, and has facilitated over $100 billion in fundraising and grant management annually [2] - The company operates in multiple countries, including the United States, Australia, Canada, Costa Rica, India, and the United Kingdom, supporting users in over 100 countries [4] Innovation Mechanisms - Blackbaud employs various mechanisms to stimulate innovation, including a cohort-based approach for employees to experiment with AI, a dedicated "Tech Thursday" for professional development, and an "Off the Grid" event for collaborative idea generation [3] - The integration of AI has resulted in a 44% average increase in total dollars raised for organizations using Blackbaud's Raiser's Edge NXT® [3]

Core Insights - Blackbaud announced transformative updates to its K–12 Education Management portfolio, focusing on teacher efficiency, parent engagement, and student success [1][2] - New features include Google Classroom integration, AI tools, and streamlined workflows to enhance the digital classroom experience [1][2] Product Innovations - Google Classroom integration allows real-time data syncing, enabling teachers to export grades and import student information seamlessly [8] - AI-powered tools, such as a question generator, help educators create dynamic assessments [4] - A redesigned assignment creation and grading experience offers a 30% time savings for teachers compared to the previous interface [4] User Experience Enhancements - A unified portal provides parents and teachers access to attendance, assignments, and communications in one interface, improving transparency and collaboration [4] - Enhanced security features and data accuracy are prioritized in the LMS updates [3] SIS Developments - Blackbaud's SIS continues to evolve with deeper integrations and data-driven decision-making capabilities [5] - Additional integrations with industry-leading solutions are planned to enhance the educator experience [5] Company Overview - Blackbaud is a leading software provider dedicated to social impact, serving nonprofit and education sectors [6] - The company has raised over $100 billion through its platforms annually, supporting users in over 100 countries [6]

Core Insights - Organizations that prioritize technology and talent investments report significantly lower concerns about managing risk, indicating a correlation between proactive strategies and resilience in uncertain times [1][3]. Group 1: Key Findings from the Report - The 2025 Risk Readiness Report identifies 13 pressing risks in the social impact sector and provides actionable insights for leaders to address these challenges [2]. - A readiness assessment tool is included in the report, allowing organizations to evaluate their preparedness and receive personalized action steps for building resilience [5]. - Three distinct readiness segments are identified: Reactive (23%), Responsive (48%), and Proactive (29%), with proactive organizations showing lower concern and higher preparedness across all risk areas [7]. Group 2: Strategic Insights - Government policy changes and revenue are the top concerns for social impact organizations, with only 30% feeling prepared for these challenges [7]. - Proactive organizations are more likely to have updated strategic plans, engaged boards, set clear fundraising goals, and focused on technology strategy [7]. - Technology is a predictive factor in organizational readiness, with proactive organizations more likely to have upgraded their technology and implemented continuity plans [7]. Group 3: Talent and Staff Management - Staff burnout is a significant challenge, yet less than 25% of organizations surveyed have a staff continuity plan [7]. - Proactive organizations invest in talent, update employee benefits, and improve internal communications to ensure resiliency [7]. Group 4: Resource Allocation and Readiness - Readiness is not determined by organizational size or budget; 57% of proactive organizations have fewer than 100 employees, and 37% report annual revenue under $11 million [7].

Core Viewpoint - Blackbaud (BLKB) has received an upgrade to a Zacks Rank 2 (Buy), indicating a positive trend in earnings estimates which is a significant factor influencing stock prices [1][3]. Earnings Estimates and Stock Price Impact - The Zacks rating system emphasizes the importance of earnings estimate revisions, which have shown a strong correlation with near-term stock price movements [4][6]. - An increase in earnings estimates typically leads to higher fair value calculations by institutional investors, resulting in stock price movements [4]. Blackbaud's Earnings Outlook - Blackbaud is projected to earn $4.40 per share for the fiscal year ending December 2025, with no year-over-year change expected [8]. - Over the past three months, the Zacks Consensus Estimate for Blackbaud has increased by 1.8%, reflecting a positive outlook for the company's earnings [8]. Zacks Rank System - The Zacks Rank system classifies stocks into five groups based on earnings estimates, with only the top 20% of stocks receiving a "Strong Buy" or "Buy" rating [9][10]. - Blackbaud's upgrade to Zacks Rank 2 places it in the top 20% of Zacks-covered stocks, suggesting potential for market-beating returns in the near term [10].

Core Insights - Blackbaud, Inc. (BLKB) reported Q2 2025 non-GAAP EPS of $1.21, exceeding the Zacks Consensus Estimate by 15.2% and showing a 12% year-over-year increase [1][9] - Total revenues decreased by 2.1% year-over-year to $281.4 million, primarily due to the divestiture of EVERFI, but organic recurring revenue rose nearly 7% [1][9] - The company raised its full-year 2025 financial guidance across all major metrics, reflecting strong first-half performance and disciplined execution [2][12] Financial Performance - GAAP recurring revenue declined 2% to $275.6 million, mainly due to the EVERFI divestiture [3] - Non-GAAP organic revenues increased by 6.8% on a reported basis and 6% on a constant-currency basis year-over-year [3] - Non-GAAP gross margin improved to 63.4% from 62.9% a year ago, while total operating expenses fell by 7.8% to $111.1 million [5] Shareholder Value - Following the announcement, shares of Blackbaud jumped approximately 11% in the trading session [4] - The company has repurchased around 4% of its outstanding shares in the first half of 2025 and expects to repurchase up to 5% during fiscal 2025 [11] Guidance and Outlook - Blackbaud projects full-year 2025 GAAP revenues between $1.120 billion and $1.130 billion, reflecting approximately 5% organic growth at the midpoint [12] - Non-GAAP adjusted EBITDA margin is expected to be in the range of 35.4-36.2%, with non-GAAP EPS anticipated between $4.30 and $4.50 [13] Strategic Initiatives - The company introduced advanced AI capabilities aimed at enhancing customer engagement and operational efficiency [15] - Blackbaud partnered with Constant Contact to improve engagement for social impact organizations across various digital channels [16]

Core Insights - The Q2 earnings season has revealed disappointing sales growth for large-cap companies with exposure to consumer spending, such as Chipotle and Starbucks [1] Company Performance - Chipotle (CMG) and Starbucks (SBUX) are highlighted as examples of large-cap companies facing challenges in sales growth during the current earnings season [1] Market Trends - The article suggests a broader trend in the market where companies reliant on consumer spending are experiencing slower growth, indicating potential shifts in consumer behavior or economic conditions [1]