Blackbaud stock rises nearly 7% on better-than-expected earnings and strong 2026 outlook

LootboxPhobia · 2026-02-11T11:58:50+00:00

Blackbaud reports Q4 earnings surpass expectations, with adjusted EPS of $1.19 and revenue of $295.3 million. Despite a year-over-year decline in total revenue, organic growth reached 4.3%. Looking ahead to 2026, the company expects revenue to reach $1.173 billion to $1.179 billion, with adjusted EPS of $5.15 to $5.25, both above analyst expectations.

LootboxPhobia

2026-02-11 11:58:50

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CHARLESTON, S.C. — On Tuesday, Blackbaud (NASDAQ: BLKB) announced fourth-quarter results that exceeded analyst expectations and issued an optimistic forecast for 2026.

The AI-driven social impact software provider’s stock rose 6.74% in pre-market trading following the earnings release.

The company reported adjusted earnings per share of $1.19 for the fourth quarter, surpassing the consensus estimate of $1.14. Revenue was $295.3 million, above the forecast of $292.17 million. Although total revenue declined 2.3% year-over-year due to the sale of the EVERFI business, organic revenue grew 4.3% excluding the divested business.

“2025 once again clearly demonstrated Blackbaud’s trajectory of expanding market leadership and strong financial performance over the years,” said Chairman, President, and CEO Mike Gianoni. He highlighted the company’s achievement of reaching the “40 Rule” goal two years ahead of schedule.

For the full year 2025, Blackbaud reported adjusted earnings per share of $4.45 and revenue of $1.13 billion. The company’s non-GAAP adjusted EBITDA margin expanded to 35.9%, an increase of 220 basis points from the previous year.

Looking ahead, Blackbaud provided an optimistic outlook for 2026, expecting revenue between $1.173 billion and $1.179 billion, slightly above the consensus estimate of $1.17 billion. The company anticipates adjusted earnings per share of $5.15 to $5.25, well above the analyst expectation of $4.87.

“We have executed our operational plan decisively, delivering results in 2025 that meet or exceed our financial guidance,” said Vice President and CFO Chad Anderson.

“Over the next five years, we are committed to delivering an attractive financial model. A combination of healthy top-line growth, margin expansion, earnings per share growth, and strong free cash flow reflects the strength of our model.”

The company also announced plans to repurchase 5% to 10% of its outstanding common stock in 2026, continuing its shareholder return program.

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