Blackbaud Inc. (BLKB) carries a Roarable Rating of D (Sell) with 51/100 RQD Confidence due to weak cash-flow efficiency and sensitivity to current interest rates. Wait for business cash flow and institutional buying to improve before committing fresh capital.
Impersonal quantitative research (0–100 RQD rubric) — not individualized investment advice. Past performance does not guarantee future results. Full Disclaimer
SEC Form 4 / 13F Thermometer: 80% Net Buy • Cannibal Buyback (-2.36% YoY Shares)
SEC XBRL FY 2025 (10-K): 22.8% FCF Margin ($257.8M FCF) & 58.8% Gross Margin
Balance-sheet & 10-K footnote risk deducts 12 pts from forensic ceiling
While BLKB currently carries a cautious 51/100 (D) rating due to SEC 10-K Forensic Risk (8/20), shorts face asymmetric squeeze risk if free cash flow inflects or management executes accretive buybacks.
Company leadership has skin in the game with net positive insider conviction.
Options & Short-Covering Gamma: Reclaiming the 50-day SMA ($47.19) and Max Pain ($55.35) forces dealer call-delta covering toward $68.08.
Forensic Repair Trigger: Halting share dilution (Cannibal Buyback (-2.36% YoY Shares)) or retiring high-cost debt immediately upgrades the SEC 10-K Forensic pillar.
Blackbaud Inc. (BLKB) advanced +0.38% to $52.71, trading at 69% of its 52-week range ($25.58 – $64.84). Stretched risk/reward at 21x P/E (13% return on capital) under elevated 10-year interest-rate pressure.
Blackbaud came into this Q3 2026 report riding a strong 30-day gain of about 24%, only to see the share price slip 2.2% to US$52.51 in the first full session after the release. That cool reaction sits awkwardly against w
(BLKB) on Wednesday reported third-quarter net income of $46.On a per-share basis, the Charleston, South Carolina-based company said it had net income of $1.
2026-10-28. The following slide deck was published by Blackbaud, Inc.
Moby summary of Blackbaud, Inc.'s Q3 2026 earnings call
Revenue grew 4.1% as mission-critical solutions and AI innovations drove profitability gains.
Blackbaud, Inc. (BLKB) Q3 2026 Earnings Call October 28, 2026 8:00 AM EDTCompany ParticipantsTom Barth - Head of Investor RelationsMichael Gianoni -...
Blackbaud (NASDAQ:BLKB) reported third-quarter 2026 revenue growth of 4.1% to $293 million, while non-GAAP adjusted EBITDA reached $111 million and non-GAAP earnings per share increased 24% to $1.36. The company also gen
Blackbaud's Q3 revenue missed analyst estimates while EPS was in line; shares fell premarket on the mixed quarter and top-line execution concerns.
Blackbaud stock faces a "Sell" downgrade as growth slows, debt rises, and market saturation fears grow. Here's what you need to know about BLKB.
Blackbaud (BLKB) delivered earnings and revenue surprises of +3.03% and -0.27%, respectively, for the quarter ended September 2026. Do the numbers hold clues to what lies ahead for the stock?
Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).
vs. -2.3% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).
No active Ellis Vennor swing setup published on BLKB today. View full Setup Ledger →
No direct multi-tier Butterfly edges indexed yet for BLKB. Explore sector supply chains on /butterfly.
Across 714 tracked Technology securities in the Roarable RQD universe, Blackbaud Inc. (BLKB) ranks #387 by composite RQD confidence (51/100, grade D) and #278 by equity capitalization ($2.37B). Within this direct 5-issuer industry benchmark cohort, BLKB leads on earnings valuation at 20.6x trailing P/E, while BLKB leads on capital efficiency and profitability with 13.3% ROIC and 58.8% gross margin. NCNO currently holds the highest overall quantitative score in the immediate peer group at 58/100 (D+) compared with BLKB at 51/100 (D).
| Ticker / Company | Roarable Grade | RQD Score | Trailing P/E | Gross Margin | ROIC | 1D Change | Market Cap | Head-to-Head |
|---|---|---|---|---|---|---|---|---|
| BLKB
ACTIVE
Blackbaud Inc. | D | 51/100 | 20.6x | 58.8% | 13.3% | +0.38% | $2.37B | Benchmark Subject |
| NCNO nCino Inc. | D+ | 58/100 | — | 60.6% | 0.2% | -0.97% | $2.37B | /ncno-vs-blkb → |
| VERX Vertex Inc. (Class A) | D+ | 53/100 | — | 64.3% | 0.7% | +0.34% | $2.41B | /verx-vs-blkb → |
| KC Kingsoft Cloud Holdings Limited | D | 45/100 | — | 15.7% | -9.7% | -5.56% | $2.44B | /kc-vs-blkb → |
| ASAN Asana Inc. (Class A) | D- | 41/100 | — | 89.0% | -35.0% | -4.17% | $2.58B | /asan-vs-blkb → |
In its most recent audited fiscal period (FY2025, filed 2025-12-31), Blackbaud Inc. (BLKB) reported GAAP revenue of $1.13B (-2.3% vs. FY2024 revenue of $1.15B , and +1.9% cumulative change since FY2023) , GAAP net income of $115.0M, operating cash flow of $265.6M, and free cash flow of $257.8M (-10.7% YoY). On the balance sheet, BLKB closed FY2025 with $2.39B in total assets against $1.09B in total debt (Altman Z-Score: 1.23, Piotroski F-Score: 6/9).
| Fiscal Period | Filing Date | Revenue | Net Income | Operating Cash Flow | Free Cash Flow | Total Assets | Total Debt |
|---|---|---|---|---|---|---|---|
| FY2025 (FY) | 2025-12-31 | $1.13B | $115.0M | $265.6M | $257.8M | $2.39B | $1.09B |
| FY2024 (FY) | 2024-12-31 | $1.15B | -$283.2M | $296.0M | $288.5M | $2.50B | $1.05B |
| FY2023 (FY) | 2023-12-31 | $1.11B | $1.8M | $199.6M | $199.6M | — | — |
As of 2026-11-01, Blackbaud Inc. (NASDAQ: BLKB) is rated D (Sell / SELL) by Roarable's 5-pillar RQD engine with a composite confidence score of 51/100 at a spot price of $52.71 (+0.38% 1D, market cap $2.37B). Pillar breakdown: Fundamental Cash Engine 10/20, Institutional 13F & Options Flow 8/20, Executive Insider Alignment 8/20, FRED Macro Regime Fit 9/20, and SEC Balance-Sheet Forensics 16/20. Across 714 tracked Technology issuers, BLKB ranks #387 in composite RQD confidence.
Within the Technology sector (Computer Software: Prepackaged Software), BLKB carries a Roarable D (51/100 RQD), trailing P/E of 20.6x, gross margin of 58.8%, and ROIC of 13.3%. By comparison, NCNO (nCino Inc.) holds a D+ grade (58/100 RQD, P/E N/A, ROIC 0.2%, cap $2.37B) and VERX (Vertex Inc. (Class A)) posts a D+ grade (53/100 RQD, P/E N/A, ROIC 0.7%, cap $2.41B). Among the 5-stock peer group, BLKB leads on earnings multiple (20.6x) while BLKB leads on capital efficiency (13.3% ROIC).
Per BLKB's SEC EDGAR XBRL 10-K filing (FY2025, filed 2025-12-31, CIK 0001280058), Blackbaud Inc. generated $1.13B in revenue (-2.3% YoY), $115.0M in net income, and $257.8M in free cash flow against $2.39B in total assets and $1.09B in total debt. Key quantitative strengths: Company leadership has skin in the game with net positive insider conviction.. Primary risk factors monitored: Sensitive to high interest rates and tighter Federal Reserve market liquidity.. Institutional options positioning shows a 50% call / 50% put premium split.
BLKB last traded at $52.71 (+0.38% on volume of 510,008 shares), positioning the stock +11.70% above its 50-day simple moving average ($47.19) and +27.75% above its 200-day simple moving average ($41.26). Across its 52-week range of $25.58 to $64.84, BLKB sits at the 69.1% percentile with a 14-day RSI of 65.2 (BULLISH MOMENTUM) and an implied next-earnings move of ±9.2% ($47.86 to $57.56).
Why BLKB Stock advanced +0.38% Today — RQD Quant Desk Flash. Stretched risk/reward at 21x P/E (13% return on capital) under elevated 10-year interest-rate pressure.