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

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.

Valens Research

Valens Equity Insights and Inflections - 2020 11 03

MCO currently trades at a historical high relative to Uniform earnings, with a 26.1x Uniform P/E (Fwd V/E'). At these levels, the market is pricing in expectations for Uniform ROA to expand from 54% in 2019 to 68% in 2024, accompanied by 4% Uniform asset growth going forward. Meanwhile, analysts have less bullish expectations, projecting Uniform ROA to improve to just 58% levels through 2021, accompanied by 1% Uniform asset growth. However, management appears concerned about sales, credit ratings, and Moody's Analytics. Current valuations appear to be pricing in overly bullish expectations for...

Valens Research

BLKB - Embedded Expectations Analysis - 2020 10 30

Blackbaud, Inc. (BLKB:USA) currently trades below recent averages relative to UAFRS-based (Uniform) earnings, with a 21.1x Uniform P/E. At these levels, the market has bearish expectations for the firm, but management is confident about their pricing, Charleston transaction, and ability to solve problems Specifically, management is confident their new pricing and financing offers are responding to the changing needs of their customers. Management is also confident in their ability to close the Charleston headquarters transaction during H2 2020. Furthermore, they are confident they play a crit...

Valens Research

Valens Equity Insights and Inflections - 2020 08 11

WMT currently trades above corporate averages relative to Uniform earnings with a 30.0x Uniform P/E. At these levels, the market is pricing in expectations for Uniform ROA to expand from 9% in 2020 to 14% in 2025, accompanied by 1% Uniform asset shrinkage going forward. Meanwhile, analysts have less bullish expectations, projecting Uniform ROA to maintain 9% levels through 2022, accompanied by 2% Uniform asset shrinkage. Furthermore, management may be concerned about growth, margins, and e-commerce. Current valuations appear to be pricing in overly bullish expectations for WMT, and if the com...

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.

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.

Valens Research

Valens Equity Insights and Inflections - 2020 11 03

MCO currently trades at a historical high relative to Uniform earnings, with a 26.1x Uniform P/E (Fwd V/E'). At these levels, the market is pricing in expectations for Uniform ROA to expand from 54% in 2019 to 68% in 2024, accompanied by 4% Uniform asset growth going forward. Meanwhile, analysts have less bullish expectations, projecting Uniform ROA to improve to just 58% levels through 2021, accompanied by 1% Uniform asset growth. However, management appears concerned about sales, credit ratings, and Moody's Analytics. Current valuations appear to be pricing in overly bullish expectations for...

Valens Research

BLKB - Embedded Expectations Analysis - 2020 10 30

Blackbaud, Inc. (BLKB:USA) currently trades below recent averages relative to UAFRS-based (Uniform) earnings, with a 21.1x Uniform P/E. At these levels, the market has bearish expectations for the firm, but management is confident about their pricing, Charleston transaction, and ability to solve problems Specifically, management is confident their new pricing and financing offers are responding to the changing needs of their customers. Management is also confident in their ability to close the Charleston headquarters transaction during H2 2020. Furthermore, they are confident they play a crit...

Valens Research

Valens Equity Insights and Inflections - 2020 08 11

WMT currently trades above corporate averages relative to Uniform earnings with a 30.0x Uniform P/E. At these levels, the market is pricing in expectations for Uniform ROA to expand from 9% in 2020 to 14% in 2025, accompanied by 1% Uniform asset shrinkage going forward. Meanwhile, analysts have less bullish expectations, projecting Uniform ROA to maintain 9% levels through 2022, accompanied by 2% Uniform asset shrinkage. Furthermore, management may be concerned about growth, margins, and e-commerce. Current valuations appear to be pricing in overly bullish expectations for WMT, and if the com...

Valens Research

BLKB - Embedded Expectations Analysis - 2020 08 06

Blackbaud, Inc. (BLKB:USA) currently trades above corporate averages relative to UAFRS-based (Uniform) earnings, with a 23.7x Uniform P/E. At these levels, the market has expectations for profitability to remain flat at recent lows, and management may be concerned about bookings performance, revenue growth, and their innovations Specifically, management may have concerns about continued bookings headwinds beyond this year, particularly related to retained services, and the sustainability of demand for mobile and cloud services. Furthermore, management may lack confidence in their ability to s...

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.

ResearchPool Subscriptions

Get the most out of your insights

Get in touch