Blackbaud Inc.

Blackbaud is a cloud software company. The company is engaged in providing software solutions in cloud and hosted environments, providing payment and transaction services, providing software maintenance and support services, and providing services, including implementation, consulting, training, analytic and other services. The company's portfolio provides fundraising and relationship management, marketing and engagement, financial management, grant and award management, organizational and program management (such as education management, church management and ticketing), social responsibility, payment services and analytics.
  • TickerBLKB
  • ISINUS09227Q1004
  • ExchangeNASDAQ Stock Market
  • SectorSoftware & Computer Services
  • CountryUnited States
Valens Research

Valens Equity Insights and Inflections - 2021 04 20

Current market expectations for GTII are for profitability to reverse impressive gains, and growth to remain high but slow significantly. Markets expect UAFRS-based ROA (Uniform ROA or ROA') to drop from a forecasted 30% in 2021 to 17% going forward, with growth falling by more than half. However, the company is primed to ride the tailwinds of cannabis legalization, which may lead to the market opportunity for Green Thumb to more than triple in the coming years. On top of that, the company has positioned itself well with a sound strategy for growing high returns thanks to its branded produc...

Valens Research

BLKB - Embedded Expectations Analysis - 2021 04 13

Blackbaud, Inc. (BLKB:USA) currently trades above corporate averages relative to UAFRS-based (Uniform) earnings, with a 24.7x Uniform P/E. Even at these levels, the market is pricing in bearish expectations for the firm, and management may have concerns about customer retention rates, church management and higher ed verticals, and their margin performance Specifically, management may lack confidence in their ability to meet their contractual recurring revenue target, mitigate declines in onetime service revenues, and expand gross margins through cloud migration. Furthermore, they may be exag...

Valens Research

Valens Equity Insights and Inflections - 2021 02 09

Current market expectations for Winnebago (WGO) still do not comprehend the company's operational tailwinds and transformation. Markets expect UAFRS-based (Uniform) ROA (ROA') to only reach prior cycle norms going forward, even as analysts are forecasting sustained ROA' improvement, in line with the company's strategy change. The company has a positive age-wave-related macro-trend likely driving fundamentals and sustained growth, thanks to more baby-boomers becoming retirees, a group that tends to be stronger buyers of RVs, spelling stronger fundamental upside. On top of that, the At-Home Rev...

Valens Research

BLKB - Embedded Expectations Analysis - 2021 02 04

Blackbaud, Inc. (BLKB:USA) currently trades above corporate averages relative to UAFRS-based (Uniform) earnings, with a 25.6x Uniform P/E. At these levels, the market has somewhat bullish expectations for the firm, but management may have concerns about their retention rates, meeting profitable growth targets, and their partnerships with Salesforce and Microsoft Specifically, management may lack confidence in their ability to sustain transactional business revenue, maintain their high retention rates, and execute their Rule of 40 growth targets. Furthermore, they may have concerns about weakn...

Due to a more favourable environment, BLACKBAUD slightly increases to Slightly Negative

BLACKBAUD (US), a company active in the Software industry, slightly increases its general evaluation. The independent financial analyst theScreener just confirmed the stock market behaviour of the title as risky. At the fundamental level, theScreener confirms the rating of 0 out of 4 stars; given the more favourable environment, the title's overall rating is upgraded to Slightly Negative even if it remains under pressure. As of the analysis date November 6, 2020, the closing price was USD 49.86 and its target price was estimated at USD 42.31.

Dave Nicoski ...
  • Ross LaDuke

Vermilion Short Shots: Technically Vulnerable Stocks

Short Shots is a collection of technically vulnerable charts culled from the Negative Inflecting and Toppy columns within our Weekly Compass report or from various technical screening processes. The charts contained in this report have developed concerning technical patterns that suggest further price deterioration is likely. For these reasons Short Shots can also be a great source of ideas for investors interested in short-selling candidates.

Dave Nicoski ...
  • Ross LaDuke

Vermilion Macro Vision: U.S. Equity Strategy

STRATEGY: Rotations in Progress As we write this, fears of a reprisal attack by Saudi Arabia are being priced into the markets. Oil is surging on the back of the largest ever supply disruption in history. Investment managers are likely caught on the wrong side of the Energy Sector move and were very underweight as the Sector's performance has, year-to-date, been nothing but an anchor on performance. The age old adage of “parabolic moves often don't end well” can be applied to those areas going in either direction, up or down. These events as we have seen throughout history often mark a...

Dave Nicoski ...
  • Ross LaDuke

Vital Signs: Actionable charts

Key Points: • Property & Casualty Insurance names are staging price and RS reversal and/or breakouts. • A number of industrial manufacturing names are stabilizing and staging possible price and RS reversals. • Railroads related names are breaking out. A few truckers are also making positive inflections. A number of transports are highlighted in today's vital signs.

Valens Research

Valens Equity Insights and Inflections - 2021 04 20

Current market expectations for GTII are for profitability to reverse impressive gains, and growth to remain high but slow significantly. Markets expect UAFRS-based ROA (Uniform ROA or ROA') to drop from a forecasted 30% in 2021 to 17% going forward, with growth falling by more than half. However, the company is primed to ride the tailwinds of cannabis legalization, which may lead to the market opportunity for Green Thumb to more than triple in the coming years. On top of that, the company has positioned itself well with a sound strategy for growing high returns thanks to its branded produc...

Valens Research

BLKB - Embedded Expectations Analysis - 2021 04 13

Blackbaud, Inc. (BLKB:USA) currently trades above corporate averages relative to UAFRS-based (Uniform) earnings, with a 24.7x Uniform P/E. Even at these levels, the market is pricing in bearish expectations for the firm, and management may have concerns about customer retention rates, church management and higher ed verticals, and their margin performance Specifically, management may lack confidence in their ability to meet their contractual recurring revenue target, mitigate declines in onetime service revenues, and expand gross margins through cloud migration. Furthermore, they may be exag...

Valens Research

Valens Equity Insights and Inflections - 2021 02 09

Current market expectations for Winnebago (WGO) still do not comprehend the company's operational tailwinds and transformation. Markets expect UAFRS-based (Uniform) ROA (ROA') to only reach prior cycle norms going forward, even as analysts are forecasting sustained ROA' improvement, in line with the company's strategy change. The company has a positive age-wave-related macro-trend likely driving fundamentals and sustained growth, thanks to more baby-boomers becoming retirees, a group that tends to be stronger buyers of RVs, spelling stronger fundamental upside. On top of that, the At-Home Rev...

Valens Research

BLKB - Embedded Expectations Analysis - 2021 02 04

Blackbaud, Inc. (BLKB:USA) currently trades above corporate averages relative to UAFRS-based (Uniform) earnings, with a 25.6x Uniform P/E. At these levels, the market has somewhat bullish expectations for the firm, but management may have concerns about their retention rates, meeting profitable growth targets, and their partnerships with Salesforce and Microsoft Specifically, management may lack confidence in their ability to sustain transactional business revenue, maintain their high retention rates, and execute their Rule of 40 growth targets. Furthermore, they may have concerns about weakn...

Dave Nicoski ...
  • Ross LaDuke

Vermilion Short Shots: Technically Vulnerable Stocks

Short Shots is a collection of technically vulnerable charts culled from the Negative Inflecting and Toppy columns within our Weekly Compass report or from various technical screening processes. The charts contained in this report have developed concerning technical patterns that suggest further price deterioration is likely. For these reasons Short Shots can also be a great source of ideas for investors interested in short-selling candidates.

Due to a more favourable environment, BLACKBAUD slightly increases to Slightly Negative

BLACKBAUD (US), a company active in the Software industry, slightly increases its general evaluation. The independent financial analyst theScreener just confirmed the stock market behaviour of the title as risky. At the fundamental level, theScreener confirms the rating of 0 out of 4 stars; given the more favourable environment, the title's overall rating is upgraded to Slightly Negative even if it remains under pressure. As of the analysis date November 6, 2020, the closing price was USD 49.86 and its target price was estimated at USD 42.31.

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