Key Drivers
- Strong FCF
- Weak liquidity
- High intangibles
AIAI Summary
Blackbaud is evolving from a cash‑flow/efficiency story into an AI‑enabled "Agents for Good" growth case where the investment hinges on proving that GA features (notably Development Agent) convert to durable ARR and higher ARPU over 2–4 years while its strong FCF and buyback capacity cushion near‑term risks. Actionable: require consistent multi‑quarter paid ARR uplift from AI, a current ratio >1 or working‑capital normalization, and disciplined buybacks without rising leverage—absent those, treat the stock as levered to execution failure.
Price Chart
Financial Metrics
Deep Analysis
Research tool. Not personalized advice.
Fundamental Analysis
Key Financial Insights:
- •Strong FCF
- •Weak liquidity
- •High intangibles
BLKB generates strong operating and free cash flow with healthy gross margins but carries outsized valuation, thin stated equity, weak short-term liquidity, and concentrated long-term debt that elevate risk.
Price Behavior
Key Price Behavior Insights:
- •Downward momentum
- •Resistance gap
- •Key $43–$44 support
Over the last month BLKB has trended down from its Jan/Feb highs into lower March prices, showing negative short‑term momentum with resistance near the low‑60s and support around $43.50–$44.14 where a breach would signal further downside.
Sharp multi‑week decline from
Sentiment & News
Key News Insights:
- •AI product launch
- •Fundraising lift
- •Institutional sell-off
Blackbaud is accelerating AI-driven product rollouts (Development Agent GA) and research to boost fundraising outcomes while drawing positive analyst interest despite post-earnings share weakness and a large institutional sell-off.
AI-driven feature expansion supports medium-to-long-term growth potential, but near-term shares may stay pressured by earnings-driven weakness and the Greenhouse liquidation
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