Why BLKB lags the market
Down 36% over five years while the S&P 500 rose 72%.
- Contractual Recurring sales fell from $774.5M to $721.8M in fiscal 2025, 64% of the total, its 10-K says.
BLKB's Quality Score rose 1 point on Tue, Nov 10, to 11. Its 6-month gain rose to 69%, past 60%.
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Down 36% over five years while the S&P 500 rose 72%.
| The company | A $149M profit |
| Latest filing | 8-K, Oct 28 |
After its last 4 reports it closed +4.5% on average, higher 2 of 4 times.
Above Averagefor quality, not price, 6 of 14 chart checks firingWhat the Quality Score means
BLKB is #67 of 268 by Quality Score.
| Rank | Stock | Quality Score |
|---|---|---|
| 1 | ||
| 2 | ||
| 3 | ||
| Open for its score | ||
| Open for its score | ||
| Open for its score | ||
| Open for its score | ||
| 67 |
Expected to report Wed Feb 10, before the open (in 92 days).
What an earnings report is: every 3 months, a company tells everyone how much it sold and earned. We read the figures, the outlook, and how the stock moved after.
Sales of $292.6M, 4% more than a year ago; a profit of $1.02 a share, from $0.98.
| Line | Q3 2026 | Q2 2026 | Q3 2025 |
|---|---|---|---|
| Recurring | $287M | $285M | $276M |
Each quarter's sales and their share of its total. Figures as filed (SEC filing, Oct 28)
| Measure | Figure |
|---|---|
| GAAP revenue | $1.173B to $1.179B |
“Blackbaud today reaffirmed its 2026 full year financial guidance and expects to finish in the upper half of the range across all four key metrics:”
From its results filing (SEC filing · Oct 28)
Sales grew 4.3% a year over 5 years, fiscal 2020 to 2025.
Its share count fell 0.1% a year over 5 years.
| Reported | Gap | Reaction | 5 days |
|---|---|---|---|
| Oct 28, 2026 | -13.4% | -2.2% | +0.9% |
| Jul 29, 2026 | +2.9% | +17.4% | +26.6% |
| Apr 29, 2026 | +1.3% | +4.1% | -2.0% |
Sales grew in six of the last seven years, to $1.1B in 2025. It turned a profit in 2025 after a loss in 2024.
RSI 63.2, MACD below signal, above both averages. Not scored.
4 insiders sold $2.9M across 6 filings in the last 6 months. No open-market buys on record. The newest:
Officers and directors with a Form 4 in the last 12 months.
In ETFs: BLKB is under 0.1% of VGT, under 0.1% of VTI, and under 0.1% of FTEC, the most of the 24 funds Breakaway covers, by each fund's latest filing, Jun 30 to Aug 31, 2026.
Founded in 1981, Blackbaud provides software solutions designed to serve the "social good" community, including nonprofits, foundations, corporations, educational institutions, healthcare institutions, and individual change agents. Through M&A and organic product development efforts, the company has also moved into related areas outside core fundraising, notably into K-12 schools. The firm enables more than $100 billion in donations annually across a customer base in excess of 40,000 customers in over 100 countries.
“The market for software and related services targeting philanthropic-focused for-profit, nonprofit organizations and schools is competitive and highly fragmented.”
BLKB scores 11 today, which Breakaway calls Above Average. It is #67 of 268 in Software by Quality Score, with 6 of 14 chart checks firing. Down 36% over five years while the S&P 500 rose 72%. Breakaway does not say whether to buy any stock: the score does not know your situation, and it is not a recommendation to buy or sell anything. Please do your own research.
BLKB scores 11 today, which Breakaway calls Above Average (11 to 14). That is #67 of 268 in Software by Quality Score. The score adds up the chart checks, the trend, the company's filed sales, its profits, the news, insider trades, and Congress trades. The section above lists the lines behind BLKB's 11.
4 insiders sold $2.9M across 6 filings in the last 6 months. No open-market buys on record. The newest is Andrew M. Leitch, Director, who sold $951K on Nov 6. Every filing, with the scored weight, for Pro members.
Only on the public pages, which run at least 15 minutes behind. Pro members, and anyone on a guest pass, see real-time prices: the scanner refreshes every 15 seconds, and your watchlist every few seconds, pre-market and after hours included.
Insider and Congress trades, the chart, and the financials, in one score.
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