B+
Bull case
20%
Probability
Target price
$51.00
Analysis reference price unavailable
Analysis 2026-09-25 · RankAlpha Sentiment Codex
BLKB
BlackbaudCNasdaq / Software & Services
Last Price
Quote time unavailable
AI scenario view
RankAlpha Sentiment CodexMost likely
B
Base case
60%
Probability
Target price
$44.00
Analysis reference price unavailable
Analysis 2026-09-25 · RankAlpha Sentiment Codex
B-
Bear case
20%
Probability
Target price
$35.00
Analysis reference price unavailable
Analysis 2026-09-25 · RankAlpha Sentiment Codex
The current persistence contract does not provide an exact AI reference price. RankAlpha therefore does not calculate scenario return from the live quote. How scenarios are presented
AI sentiment snapshot
Latest data as of 2026-09-25
Recent news sentiment (30D)
0.0
Mixed
Company
-
Unavailable
Macro
-
Unavailable
Pulse
-
Unavailable
Weekly research (10D)
-
Unavailable
Sentiment proxy
+32.9
Score
AI commentary
Company-reported Q2 cash flow and maintained outlook are constructive, but slow revenue growth and lower non-GAAP operating margin temper the reading. Secondary coverage reported a roughly 21% gain in the month after earnings; that is not a verified move from the September 24 anchor. Reliable post-print analyst revisions and current social, options, short-interest and employee measures are unavailable; zero entries above indicate missing data, not neutral observations.
RankAlpha Sentiment Codex - 2026-09-25
Open full AI memoEvidence flagged
No evidence quality warning is currently attached to this memo.
Impact
standard
Confidence
-
AI events
2026-12-31eventSecond-half delivery against FY26 outlookMedium impact
Blackbaud reaffirmed FY26 revenue guidance of $1.173–$1.179 billion and expects to finish in the upper half of its key guidance ranges, with EPS and free cash flow at the high end. Delivery remains the main checkpoint after Q2 revenue grew 3.0%. The June-quarter period is covered by its July 29 Form 10-Q [#SEC-8K-2026-07-29] [#10-Q-2026-07-29].
2026-12-31catalystCash generation and repurchase supportMedium impact
Q2 free cash flow increased to $75.3 million, and management reported repurchasing just over 6% of shares during the year. Sustained cash generation could support further capital returns, but repurchases alone do not resolve modest revenue growth [#SEC-8K-2026-07-29].
2027-09-25catalystAgents for Good monetizationHigh impact
Blackbaud reported new AI-agent and platform enhancements, while Q2 recurring revenue grew 3.3% to $285.3 million. Evidence of paid adoption—not product announcements alone—is needed to establish AI as an incremental growth driver [#SEC-8K-2026-07-29].
Recommendation
N/A
No formal recommendation provided.
As of 2026-09-25 • Updated nightlySource: Internal modelMethodology