BLKB Blackbaud Inc

Blackbaud, Inc. (BLKB) has seen its shares jump 12.5% in the last month, outperforming its industry and the broader market, driven by a strong product portfolio, AI-driven innovation, and margin expansion. The company is set to achieve Rule of 45 status by 2030 and expects continued free cash flow margin expansion. Despite competitive headwinds and a leveraged balance sheet, its current undervaluation and strategic initiatives make it an appealing investment.

Blackbaud, Inc. (BLKB) has seen a 12.5% increase in its stock price over the last month, driven by a strong product portfolio with AI-driven innovation and margin expansion efforts. The company is on track to achieve Rule of 45 status by 2030 and projects continued free cash flow margin expansion, making it a compelling investment despite competitive headwinds and acquisitions-related risks. Analysts recommend considering BLKB for portfolios, noting its undervaluation compared to its industry peers.

Blackbaud, Inc. (NASDAQ:BLKB) announced an amended and restated employment agreement for CEO Michael P. Gianoni, effective January 1, 2026, and expiring December 31, 2027, with renewal options. His annual base salary remains $800,000, with eligibility for annual equity-based performance bonuses and additional equity awards. The agreement also includes severance provisions and non-compete clauses, reflecting the company's financial stability and recent strong performance.

Blackbaud, Inc. has extended CEO Michael P. Gianoni's contract through an amended agreement, effective January 1, 2026, and expiring December 31, 2027, with renewal options. The agreement details his compensation, including an $800,000 annual base salary, equity-based performance bonuses, and annual equity awards, along with benefits and severance provisions. This extension comes as analysts expect Blackbaud to be profitable in fiscal year 2025 with a forecasted EPS of $4.57.

Blackbaud, Inc. (BLKB) has extended its employment agreement with CEO and President Michael P. Gianoni through December 31, 2027, with potential renewals. The new contract maintains his $800,000 base salary and significant equity-based compensation, including performance-based bonuses and annual equity grants, aiming to link his long-term compensation with company performance and shareholder value. This move reinforces leadership stability and includes detailed severance and benefits protections.

Blackbaud, Inc. (NASDAQ:BLKB) has extended the contract of CEO and President Michael P. Gianoni through an amended agreement, effective January 1, 2026, and expiring December 31, 2027, with renewal options. The agreement outlines his continued role, compensation structure including an $800,000 annual base salary and performance-based bonuses, and severance provisions. This announcement closely follows the company's strong Q3 2025 earnings, expanded stock repurchase program, and a new AI partnership with Anthropic, alongside a raised price target from Stifel.