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Stock Ratings / Technology / BLKB / insiders
NCNO (60) VERX (59) KC (41) ASAN (52) ⌘ Pro Terminal β†’

Blackbaud Inc. (BLKB) Insider, 13F Hedge Fund & Politician Buy/Sell Thermometer

$54.44 +1.66% NASDAQ β€’ Live Quote vs Prior Daily Close (Synced Snapshot) EXT / AFTER-HRS: $54.50

Blackbaud Inc. (BLKB) carries a Roarable Rating of C- (Hold) with 61/100 RQD Confidence. The composite score sits in the neutral Hold band (59–69), meaning current holders don’t need to panic-sell while prospective buyers can wait for a move into the 70+ Buy zone.

ROARABLE C- β€’ HOLD / WATCH Cap $2.41B
πŸ“€ Share Live RQD Speedometer Card: 𝕏 Post Reddit StockTwits ⬇ Live SVG Card
⚑ INSTANT AI QUANT PREVIEW β€’ $0 FREE TIER Click Any Pre-Computed AI Quant Specialist Briefing on BLKB Below β€” or Connect Your Own ChatGPT / Claude
πŸ€– Mara Quenwick β€’ AI Quant Lead (Click for Instant Brief) Is BLKB stock a Buy, Hold, or Sell right now according to Roarable's RQD model?
β–Ό

As of 2026-11-03, Blackbaud Inc. (NASDAQ: BLKB) is rated C- (Hold / HOLD) by Roarable's 5-pillar RQD engine with a composite confidence score of 61/100 at a spot price of $54.44 (+1.66% 1D, market cap $2.41B). Pillar breakdown: Fundamental Cash Engine 10/20, Institutional 13F & Options Flow 16/20, SEC Balance-Sheet Forensics 8/20, FRED Macro Regime Fit 11/20, and Executive Insider Alignment 16/20. Across 715 tracked Technology issuers, BLKB ranks #200 in composite RQD confidence.

βœ“ Pre-computed one-to-many AI Quant brief
πŸ€– Ellis Vennor β€’ AI Peer & Flow Quant (Click for Instant Brief) How does BLKB compare to NCNO and VERX in the Technology sector?
β–Ό

Within the Technology sector (Computer Software: Prepackaged Software), BLKB carries a Roarable C- (61/100 RQD), trailing P/E of 20.6x, gross margin of 58.8%, and ROIC of 13.3%. By comparison, NCNO (nCino Inc.) holds a C- grade (60/100 RQD, P/E N/A, ROIC 0.2%, cap $2.40B) and VERX (Vertex Inc. (Class A)) posts a C- grade (59/100 RQD, P/E N/A, ROIC 0.7%, cap $2.49B). Among the 5-stock peer group, BLKB leads on earnings multiple (20.6x) while BLKB leads on capital efficiency (13.3% ROIC).

βœ“ Pre-computed one-to-many AI Quant brief
πŸ€– Gideon Ashmere β€’ AI SEC 10-K Forensics (Click for Instant Brief) What are the biggest fundamental strengths and SEC risk factors for BLKB?
β–Ό

Per BLKB's SEC EDGAR XBRL 10-K filing (FY2025, filed 2025-12-31, CIK 0001280058), Blackbaud Inc. generated $1.13B in revenue (-2.3% YoY), $115.0M in net income, and $257.8M in free cash flow against $2.39B in total assets and $1.09B in total debt. Key quantitative strengths: Big institutional funds and options desks are actively positioning on the bullish side. Primary risk factors monitored: Recent SEC filings added new risk-factor disclosures that warrant keeping an eye on margins. Institutional options positioning shows a 50% call / 50% put premium split.

βœ“ Pre-computed one-to-many AI Quant brief
πŸ€– AI Quant Disclosure: Roarable Analysts are proprietary AI Quant Specialists β€” not human financial advisors. Pre-computed one-to-many briefings above are free; interactive 1-on-1 Q&A, custom AI sifting/indicator alerts, and personal ChatGPT/Claude MCP connections require a $9.95/mo Pro account (currently waitlist-only).
INTERACTIVE SCENARIO DECK:
πŸ›‘οΈ Portfolio Crash X-Ray
EXT / AFTER-HRS: $54.50 (+0.11%)🧬 Cannibal Buyback (-2.36% YoY Shares)βš™οΈ Cash Engine: 10/20 (D) β€’ 22.8% FCF Margin
Verify 90D Bucket Audit β†’
πŸ“Š Historical Track Record: Scores of 61/100 (C-) historically posted market-perform odds over rolling 90-day windows (+0.5% avg 90D alpha vs SPY β€’ 53.9% hit rate β€” wait for RQD β‰₯ 70 breakout).
Audit Bucket Track Record β†’
RQD QUANT TACHOMETERHOLD / WATCH β€’ C-
025507510061
2-of-3 Quant Analysts Bearish Warning
Cash
SEC
Whale

Impersonal quantitative research (0–100 RQD rubric) β€” not individualized investment advice. Past performance does not guarantee future results. Full Disclaimer

5-PILLAR RQD RADARRw B- Β· Rk D
Cash (10)Whales (16)SEC (8)Macro (11)CEO (16)
Each axis scored 0–20
12M PRICE TARGET CONE+1.3% Base Target
$68 Bull$55 Base$43 Bear
πŸ“¬ FREE BLKB RATING-CHANGE & BRIEFING ALERTSManage / Unsubscribe
WHALE OPTIONS SNAPSHOT: β€” (No Active Options Snapshot on file for BLKB)Realized 20D OHLCV Swing Band: Β±8.5%
Deterministic 5-Pillar Attribution (61/100 Composite)
πŸ” WHY BLKB SCORES 61/100 (C-) β€” TOP 3 DRIVERS2 Bullish Pillars + #1 Risk Drag
β–² #1 Bullish Driver: Whale & Options Positioning+16/20 pts (26% of score)

20D Institutional Volume Accumulation (Β±8.5% realized swing band)

β–² #2 Bullish Driver: Insider Conviction & Share Dilution+16/20 pts (26% of score)

SEC Form 4 / 13F Thermometer: 80% Net Buy β€’ Cannibal Buyback (-2.36% YoY Shares)

β–Ό #1 Drag / Risk Factor: SEC 10-K Forensic Risk8/20 pts (-12 pt drag)

Balance-sheet & 10-K footnote risk deducts 12 pts from forensic ceiling

πŸ“ˆ PAST 4 QUARTERS RQD vs SUBSEQUENT RETURNQ1 β†’ Q2 β†’ Q3 β†’ Current
Q1 (-3Q)
53
Grade C-$48.06+11.5% Next Q
Q2 (-2Q)
56
Grade C$53.57+0.2% Next Q
Q3 (-1Q)
58
Grade C$53.70+1.4% Next Q
Current
61
Grade C-$54.44+0.5% Hist 90D Ξ±
Trajectory: C- (53) β†’ C- (61)Full Audit β†’
βš”οΈ ADVERSARIAL OPPOSING CASE & FORENSIC KILL-SWITCH (WHY THE BULL/BEAR THESIS COULD FAIL)GIDEON ASHMERE // FORENSIC SHORT & KILL-SWITCH DOSSIER

βš”οΈ Adversarial Opposing Case: Why the BLKB Bull Thesis Could Fail

Gideon Ashmere Forensic Desk β†’

Even with a 61/100 (C-) score, BLKB faces multiple-compression risk if 20.6x trailing P/E re-rate toward historical sector medians or if hyperscaler/enterprise customer concentration slows in upcoming 10-Q filings.

⚠️ Forensic Kill-Switch #1

Recent SEC filings added new risk-factor disclosures that warrant keeping an eye on margins.

⚠️ Forensic Kill-Switch #2

Dilution & Margin Drag: Cannibal Buyback (-2.36% YoY Shares) β€” any gross margin slip below 56.3% triggers an automatic RQD downgrade.

⚠️ Forensic Kill-Switch #3

Technical & Forensic Kill-Switch: A daily close below the 50D SMA ($47.41) or 200D SMA ($41.23) invalidates the momentum regime and cuts Target Base ($55.17) toward Bear Floor ($43.03).

🎲 LIVE PREDICTION MARKET ODDS TIED TO $BLKBβ€’ $4.8M Crowd Pool β€’ Kalshi / Polymarket Composite
Contract: β€œBLKB Beats Next Quarterly Revenue & EPS Consensus + Hyperscaler AI CapEx Holds Record Pace”
YES 61%NO 39%Trade / Inspect Odds β†’
SEC FORM 4 Γ— 13F HEDGE FUNDS Γ— CONGRESSIONAL STOCK ACT

BLKB Smart-Money Thermometer: HEAVY INSIDER & 13F ACCUMULATION

Explore All 13F & Congress Whales β†’
β–² Disclosed Buys: 0 ($0)β–Ό Disclosed Sales: 0 ($0)

Wide-Open SEC Form 4, 13F & Congressional Disclosure Ledger (BLKB)

No recent open-market Form 4 cluster sales or emergency dumps flagged on BLKB. Visit the Global 13F & Congressional Whale Ledger for cross-market smart-money filings.

ON-DEMAND RQD QUANT WORKSHOP β€’ SPONSORED / PARTNER SPOTLIGHTHosted by Perry Belcher & Roarable Quantitative Research Desk

Scheduled RQD Strong Buys & Whale Accumulation Briefing (BLKB Tape Review)

  • βœ“Breakdown of the highest-scoring RQD Green-Light breakouts across our 5,200+ rated universe
  • βœ“Forensic Red-Light accounting & dilution traps to review on your watchlist
  • βœ“Includes downloadable .ics calendar invite & nightly RQD rating-change email alerts
RQD INSIDER CLUB WAITLIST$49/YR PLANNED
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BLKB // CANDLESTICK & AUTO-TRENDLINE WORKSTATION6M: +44.83%πŸ“ HORIZONTAL RANGE
2026-11-03O $52.71H $54.44L $52.71C $54.44VOL 403.1K
RES: $57.99SUP: $38.89SMA50: $47.41SMA200: $41.23
$58.82$49.81$40.80$31.79$22.78RES $57.99SUP $38.89$54.442026-05-042026-06-172026-08-042026-09-182026-11-03
PRIMARY-SOURCE FORENSICS, SECOND-ORDER LINKS & AI ANALYST DESK

BLKB Dilution Monitor, Expectations Hurdle, Butterfly Connections & Policy Exposure

πŸ¦‹ BLKB Butterfly Map β†’ + Track BLKB β†’
Share Count & Dilution Monitor

Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).

Reverse-DCF Expectations Hurdle
14.2%/yr Implied 5Y Growth

vs. -2.3% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).

Ellis Vennor Setup Ledger

No active Ellis Vennor swing setup published on BLKB today. View full Setup Ledger β†’

πŸ¦‹ Documented & Second-Order Butterfly Connections Open Graph β†’

No direct multi-tier Butterfly edges indexed yet for BLKB. Explore sector supply chains on /butterfly.

AI Analyst Theses, Washington Policy & Company Video
🎬 No recent verified company-specific video clip queued for BLKB today (we never pad ticker pages with unrelated generic clips). Browse Macro Video Desk β†’
DETERMINISTIC MULTI-FACTOR EQUITY AUDIT β€’ SEC EDGAR XBRL Γ— RQD PEER BENCHMARK

πŸ“Š Quantitative Sector Peer Comparison, SEC Filing Delta & Investment FAQ (BLKB)

Technology Rank #200 of 715 βš”οΈ NCNO vs BLKB Full Matrix β†’

1. Head-to-Head Technology Peer Comparison (BLKB vs. NCNO, VERX, KC, ASAN)

Industry: Computer Software: Prepackaged Software (222 Tracked Issuers)

Across 715 tracked Technology securities in the Roarable RQD universe, Blackbaud Inc. (BLKB) ranks #200 by composite RQD confidence (61/100, grade C-) and #272 by equity capitalization ($2.41B). Within this direct 5-issuer industry benchmark cohort, BLKB leads on earnings valuation at 20.6x trailing P/E, while BLKB leads on capital efficiency and profitability with 13.3% ROIC and 58.8% gross margin. BLKB currently leads its immediate peer cohort in composite quantitative strength at 61/100 (C-).

Ticker / Company Roarable Grade RQD Score Trailing P/E Gross Margin ROIC 1D Change Market Cap Head-to-Head
BLKB ACTIVE
Blackbaud Inc.
C- 61/100 20.6x 58.8% 13.3% +1.66% $2.41B Benchmark Subject
NCNO
nCino Inc.
C- 60/100 β€” 60.6% 0.2% +2.12% $2.40B /ncno-vs-blkb β†’
VERX
Vertex Inc. (Class A)
C- 59/100 β€” 64.3% 0.7% +3.33% $2.49B /verx-vs-blkb β†’
KC
Kingsoft Cloud Holdings Limited
D- 41/100 β€” 15.7% -9.7% +2.19% $2.33B /kc-vs-blkb β†’
ASAN
Asana Inc. (Class A)
D+ 52/100 β€” 89.0% -35.0% -1.51% $2.57B /asan-vs-blkb β†’

2. Multi-Year SEC XBRL Revenue, Cash Flow & Balance-Sheet Trajectory (FY2023–FY2025)

SEC EDGAR 10-K β€’ FILED 2025-12-31 β€’ CIK 0001280058 β†—

In its most recent audited fiscal period (FY2025, filed 2025-12-31), Blackbaud Inc. (BLKB) reported GAAP revenue of $1.13B (-2.3% vs. FY2024 revenue of $1.15B , and +1.9% cumulative change since FY2023) , GAAP net income of $115.0M, operating cash flow of $265.6M, and free cash flow of $257.8M (-10.7% YoY). On the balance sheet, BLKB closed FY2025 with $2.39B in total assets against $1.09B in total debt (Altman Z-Score: 1.23, Piotroski F-Score: 6/9).

Fiscal Period Filing Date Revenue Net Income Operating Cash Flow Free Cash Flow Total Assets Total Debt
FY2025 (FY) 2025-12-31 $1.13B $115.0M $265.6M $257.8M $2.39B $1.09B
FY2024 (FY) 2024-12-31 $1.15B -$283.2M $296.0M $288.5M $2.50B $1.05B
FY2023 (FY) 2023-12-31 $1.11B $1.8M $199.6M $199.6M β€” β€”

3. BLKB Data-Verified Investor FAQ (RQD Rating, Sector Peers, SEC Forensics & Technicals)

βœ“ SCHEMA.ORG FAQPAGE JSON-LD ENABLED

Is BLKB stock a Buy, Hold, or Sell right now according to Roarable's RQD model?

As of 2026-11-03, Blackbaud Inc. (NASDAQ: BLKB) is rated C- (Hold / HOLD) by Roarable's 5-pillar RQD engine with a composite confidence score of 61/100 at a spot price of $54.44 (+1.66% 1D, market cap $2.41B). Pillar breakdown: Fundamental Cash Engine 10/20, Institutional 13F & Options Flow 16/20, SEC Balance-Sheet Forensics 8/20, FRED Macro Regime Fit 11/20, and Executive Insider Alignment 16/20. Across 715 tracked Technology issuers, BLKB ranks #200 in composite RQD confidence.

How does BLKB compare to NCNO and VERX in the Technology sector?

Within the Technology sector (Computer Software: Prepackaged Software), BLKB carries a Roarable C- (61/100 RQD), trailing P/E of 20.6x, gross margin of 58.8%, and ROIC of 13.3%. By comparison, NCNO (nCino Inc.) holds a C- grade (60/100 RQD, P/E N/A, ROIC 0.2%, cap $2.40B) and VERX (Vertex Inc. (Class A)) posts a C- grade (59/100 RQD, P/E N/A, ROIC 0.7%, cap $2.49B). Among the 5-stock peer group, BLKB leads on earnings multiple (20.6x) while BLKB leads on capital efficiency (13.3% ROIC).

What are the biggest fundamental strengths and SEC risk factors for BLKB?

Per BLKB's SEC EDGAR XBRL 10-K filing (FY2025, filed 2025-12-31, CIK 0001280058), Blackbaud Inc. generated $1.13B in revenue (-2.3% YoY), $115.0M in net income, and $257.8M in free cash flow against $2.39B in total assets and $1.09B in total debt. Key quantitative strengths: Big institutional funds and options desks are actively positioning on the bullish side. Primary risk factors monitored: Recent SEC filings added new risk-factor disclosures that warrant keeping an eye on margins. Institutional options positioning shows a 50% call / 50% put premium split.

Where is BLKB trading relative to its 50-day, 200-day, and 52-week technical levels?

BLKB last traded at $54.44 (+1.66% on volume of 463,027 shares), positioning the stock +14.83% above its 50-day simple moving average ($47.41) and +32.04% above its 200-day simple moving average ($41.23). Across its 52-week range of $25.58 to $64.84, BLKB sits at the 73.5% percentile with a 14-day RSI of 63.5 (BULLISH MOMENTUM) and an implied next-earnings move of Β±8.5% ($49.81 to $59.07).

Direct Sub-Reports: BLKB RQD Cockpit BLKB 12M Forecast BLKB Earnings & Move BLKB Dividends & DRIP BLKB Insiders & 13F BLKB Whale Options BLKB Profit Sankey BLKB News & Why
ROARABLE RATING BRIEF β€’ RQD 61/100 (C-) βœ“ SEC XBRL & RQD VERIFIED

BLKB β€” Blackbaud Inc.: What the Facts Mean to a Prospective Investor

Methodology: RQD v6.2 Deterministic 5-Pillar & SEC XBRL Audit
Updated: 2025-12-31

1. Roarable Rating Brief: What This Means to a Prospective Investor

Blackbaud Inc. (BLKB) earns a live Roarable RQD composite score of 61/100, corresponding to a C- letter grade (Roarable Hold) at a spot price of $54.44 (+1.66% 1D, market capitalization $2.41B).

  • Fundamental Cash Engine (10/20): Anchored by return on invested capital (ROIC) of 13.3%, gross margin of 58.8%, operating margin of 16.9%, and free cash flow yield of 10.87%.
  • Whale 13F & Options Flow (16/20) + Insider Conviction (16/20): Tracks institutional 13F accumulation, CBOE options call/put positioning, and SEC Form 4 / Congressional PTR filings.
  • Macro Regime Fit (11/20) + Forensic Balance Sheet (8/20): Incorporates a 1.00x equity beta, Altman Z-Score of 1.23, Piotroski F-Score of 6/9, and Debt/Equity of 8.50x.

2. Business Model, Unit Margins & SEC Financial Trajectory

Blackbaud Inc. Is a NASDAQ-listed issuer in the Technology sector, Computer Software: Prepackaged Software industry. The profile identifies the company as operating with a market capitalization of $2.4B. Revenue model, customer base, and product detail are β€” The supply-chain graph and news items do not describe the company's products or customers beyond the headline references to a "Lantern" and "Platform for Good" launch, and an AI model described as drawing on fundraising expertise.

In its latest audited SEC EDGAR 10-K filing for FY2025 (filed 2025-12-31), Blackbaud Inc. (BLKB) reported $1.13B in annual revenue (up from $1.15B in FY2024, -2.3% YoY) and $115.0M in GAAP net income. Over the multi-year SEC filing window from FY2023 ($1.11B revenue, $1.8M net income) through FY2025, BLKB scaled operating cash flow to $265.6M and free cash flow to $257.8M, backed by $2.39B in total assets against $1.09B in total debt.

3. Institutional Bull vs. Bear Thesis & Valuation Tradeoff

  • πŸ‚ Primary Bull Case (C- β€’ RQD 61/100): Big institutional funds and options desks are actively positioning on the bullish side. Company leadership has skin in the game with net positive insider conviction. With Fundamental Cash Engine at 10/20 and Institutional Whale Flow at 16/20, sustained execution supports upside toward the upper end of the $25.58 – $64.84 52-week range.
  • 🐻 Primary Bear Case & Valuation Risk: Recent SEC filings added new risk-factor disclosures that warrant keeping an eye on margins. Investors must weigh 20.6x trailing P/E and 17.3x EV/EBITDA against 16.9% operating margins and a 1.00x macro beta.

4. 2nd-Order Butterfly Ripples & Key Questions to Watch

The investor watch item that the sources do support is the mismatch between the cash-flow figures and the net-income trend: investors should monitor whether FCF stays near the FY 2025 level of $257.8M while net income continues to recover from the FY 2024 loss.

  • Key Question #1: Can BLKB sustain or expand its 16.9% operating margin and 13.3% ROIC against Computer Software: Prepackaged Software peers over the next 4 quarters?
  • Key Question #2: Following FY2025 revenue of $1.13B and free cash flow of $257.8M, how will capital allocation balance growth reinvestment against $1.09B in total debt?
  • Key Question #3: How sensitive is BLKB's 19.2x forward P/E multiple to Technology capital spending cycles and macro interest-rate shifts (Beta 1.00x)?

BLKB Live News Feed, Press Releases & Catalyst Wire

Real-time company headlines, analyst actions, and sector developments for Blackbaud Inc. (BLKB) β€’ Click "Debate This Headline" to argue it in the Roar Pit below

πŸ’¬ Jump to BLKB Debate Forum (3) ↓
πŸ”₯ THE ROAR PIT β€’ LIVE COMMUNITY DEBATE 3 Active Posts & Replies

BLKB Bull vs. Bear Conversation Board β€” What's Your Call at $54.44?

πŸ‚ 67% BULLISH CONVICTION COMMUNITY TUG-OF-WAR ON BLKB 🐻 33% BEARISH CONVICTION
1. Pick Your Side on BLKB:
πŸ’‘ Tip: Back up your call with a price target or RQD metric to get upvoted to the top.
CA CashFlowKing RQD DEBATE OPENER β€’ FCF Compounder Hunter πŸ‚ BULLISH 🎯 Target: $64.26 (+20.0%)
πŸ“Œ Pinned Debate

The 10.87% FCF yield and an FY 2025 swing to $190.8M operating income signal cash generation that could support valuation if durable.

Long BLKB at $53.55 targeting $64.26. The 10.87% FCF yield and an FY 2025 swing to $190.8M operating income signal cash generation that could support valuation if durable.. Institutional whale score is 16/20 and the risk/reward vs. the $25.58 52-week low is skewed heavily in favor of bulls.

RetailWhale_TX πŸ‚ BULL

@FadeTheHype Shorting a 16/20 institutional whale-flow stock at $53.55 is dangerous when funds are rotating into Technology.

FA FadeTheHype RQD DEBATE OPENER β€’ Contrarian Tape Reader 🐻 BEARISH 🎯 Target: $44.45 (-17.0%)
Spot @ $53.55

An Altman Z of 1.23 and Debt/Equity of 8.5 against $1.09B of debt leave the balance sheet fragile if cash flow weakens.

I respect the product at Blackbaud Inc., but the stock at $53.55 is a different story. An Altman Z of 1.23 and Debt/Equity of 8.5 against $1.09B of debt leave the balance sheet fragile if cash flow weakens.. FCF yield is 10.87% and RQD sits at 61/100 (C-) β€” why pay up here when you can wait for next quarter's numbers?

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