US · Technology · Software - Application
EPS came in at 1.14 against a street estimate of 0.93 — a beat of 22.6%.
Analysts rate Blackbaud Inc a buy (2 buy, 2 hold, 0 sell out of 4) with an average price target of $56.25.
CONFIDENT Blackbaud delivered strong Q3 execution, with revenue up 4.1%, EPS up 24%, and cash flow ahead of expectations. AI adoption is accelerating, but meaningful AI revenue is expected later. Management reaffirmed guidance, targeting the upper half for revenue and EBITDA and high end or better for EPS and free cash flow. Q3 FY26 No regional performance breakdown was discussed. Analysts focused on AI monetization, Lantern’s timing, transactional revenue, renewal cohorts and colocation savings. Management emphasized early customer traction, 2027 AI commercialization, renewal-related near-term pressure and gradual cost benefits. 2026-10-28…
Full summary in the app.
| Fund | Stake |
|---|---|
| Clearlake Capital Group LP | 21.68% |
| BlackRock Inc | 13.30% |
| Morgan Stanley - Brokerage Accounts | 10.90% |
| Vanguard Portfolio Management, LLC | 7.00% |
| Vanguard Capital Management, LLC | 4.31% |
| State Street Corp | 3.67% |
| Jupiter Topco LLC | 3.54% |
| The Goldman Sachs Group Inc | 2.76% |
| Document | Date |
|---|---|
| Quarterly report · Q3 2026 HEADLINE NUMBERS • Third-quarter 2026 revenue was $292,641, up from $281,143 in Q3 2025. • Nine-month revenue was $864,378, up from $833,109. • Q3 | 2026-10-28 |
| Results announced · Q4 2026 HEADLINE NUMBERS • Third-quarter 2026 revenue was $292.6 million, up 4.1% year over year. • Recurring revenue was $287.0 million, up 4.1%, and repr | 2026-10-28 |
| Board / officer change · Q3 2026 BLACKBAUD, INC. – FORM 8-K SUMMARY August 5, 2026 --- BUSINESS & SEGMENT HIGHLIGHTS • Anthony W. Boor appointed to Board of Directors on August 5, | 2026-08-10 |
| Quarterly report · Q2 2026 BLACKBAUD, INC. – Q2 2026 10-Q SUMMARY HEADLINE NUMBERS • Revenue (Q2 2026): $290.6 million vs. $282.0 million (Q2 2025) — up 3.1% • Revenue (H1 202 | 2026-07-29 |
| Results announced · Q3 2026 BLACKBAUD INC. - Q2 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Q2 2026 total revenue: $290.6 million, up 3.0% vs Q2 2025 ($282.0 million) • Q2 2026 re | 2026-07-29 |
| Shareholder vote results · Q2 2026 BLACKBAUD, INC. - FORM 8-K SUMMARY June 10, 2026 Annual Stockholders Meeting Results --- HEADLINE NUMBERS • Proposal 1 - Executive Compensation Adv | 2026-06-11 |
| Quarterly report · Q1 2026 BLACKBAUD, INC. – Q1 2026 FORM 10-Q SUMMARY HEADLINE NUMBERS • Revenue: $281.1 million (Q1 2026) vs. $269.9 million (Q1 2025) – 4.2% increase • Net | 2026-04-29 |
| Results announced · Q2 2026 BLACKBAUD Q1 2026 RESULTS SUMMARY HEADLINE NUMBERS • Total revenue: $281.1 million, up 4.2% year-over-year • Recurring revenue: $276.5 million (98.3 | 2026-04-29 |
Readable in the app.
| Announcement | Date |
|---|---|
| Stock repurchase program expanded from $800M to $1B capacity Blackbaud's Board of Directors expanded its stock repurchase program from $800 million to $1 billion on December 1, 2025, with no expiration date. The company has already repurchased 2.7 mil | 2025-12-02 |
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Open in the appGoogle PlayApp StoreData updated 2026-11-07.