{"id":116643,"date":"2026-07-23T16:09:11","date_gmt":"2026-07-23T16:09:11","guid":{"rendered":"https:\/\/www.europesays.com\/ai\/116643\/"},"modified":"2026-07-23T16:09:11","modified_gmt":"2026-07-23T16:09:11","slug":"is-blackbaud-blkb-a-bargain-on-new-ai-agents-and-time-recognition","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/ai\/116643\/","title":{"rendered":"Is Blackbaud (BLKB) A Bargain On New AI Agents And TIME Recognition?"},"content":{"rendered":"\n

Get insights on thousands of stocks<\/a> from the global community of over 7 million individual investors at Simply Wall St. <\/p>\n

Blackbaud (BLKB) is back in focus after unveiling several new AI-based agents in its Agents for Good suite, alongside plans for deeper product updates at bbcon 2026 and fresh recognition from TIME. <\/p>\n

See our latest analysis for Blackbaud.<\/a> <\/p>\n

Despite the fresh attention from new AI agents and TIME recognition, Blackbaud’s share price has been under pressure, with the year-to-date share price return down 48.05% and the 1-year total shareholder return down 53.03%, even after a 16.50% gain over the past month that hints at tentative positive momentum returning. <\/p>\n

If Blackbaud’s AI push has caught your attention and you want to see what else is shaping the future of automation, this could be a good moment to scan 33 robotics and automation stocks<\/a> <\/p>\n

Bulls see Blackbaud’s AI agents, TIME recognition, and analyst price targets as a setup for recovery, while bears point to years of weak shareholder returns. Which story do the current valuation markers support? <\/p>\n

Most Popular Narrative: 31.3% Undervalued <\/p>\n

Blackbaud’s most followed narrative pegs fair value at $45, well above the last close of $30.92. This puts a spotlight on the company’s AI rollout and contract profile. <\/p>\n

Blackbaud is rolling out new AI products such as Blackbaud AI Chat and its Development Agent, along with a broader Agents for Good catalog. Management describes these as new revenue lines with pricing in the tens of thousands of US dollars per customer per year and cross sell potential across thousands of existing customers. If adoption is strong and additional agents follow, this could support higher subscription and transactional revenue growth than expected. <\/p>\n

Read the complete narrative.<\/a> <\/p>\n

Curious how that potential AI revenue, margin assumptions, and future earnings multiple all fit together into a $45 fair value target? The narrative leans on steady mid single digit growth, firmer profitability, and a valuation multiple that shifts meaningfully from where Blackbaud trades today, all tied to specific forecasts that are only visible when you review the full framework. <\/p>\n

Result: Fair Value of $45 (UNDERVALUED) <\/p>\n

Have a read of the narrative in full and understand what’s behind the forecasts.<\/a> <\/p>\n

However, Blackbaud’s AI agents could gain stronger traction than cautious analysts expect, and its multiyear contracts and pricing changes may support firmer earnings than the bearish case assumes. <\/p>\n

Find out about the key risks to this Blackbaud narrative.<\/a> <\/p>\n

Next Steps <\/p>\n

With Blackbaud’s mixed signals on AI potential and past shareholder returns, it makes sense to look at the underlying risk reward trade off yourself. You may want to move quickly to form an independent view by reviewing the 4 key rewards and 1 important warning sign<\/a>. <\/p>\n

Looking for more investment ideas beyond Blackbaud? <\/p>\n

If Blackbaud has sharpened your interest in new opportunities, do not stop here. Broaden your watchlist with other focused ideas that could reshape your portfolio. <\/p>\n

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. <\/p>\n

Companies discussed in this article include BLKB<\/a>. <\/p>\n

Have feedback on this article? Concerned about the content? Get in touch<\/a> with us directly. Alternatively, email editorial-team@simplywallst.com<\/a> <\/p>\n","protected":false},"excerpt":{"rendered":"Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply…\n","protected":false},"author":2,"featured_media":95232,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[6],"tags":[405,7537,26833,3305,4871],"class_list":["post-116643","post","type-post","status-publish","format-standard","has-post-thumbnail","category-agentic-ai","tag-ai-agents","tag-artificial-intelligence-agents","tag-blackbaud","tag-fair-value","tag-total-shareholder-return"],"_links":{"self":[{"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/posts\/116643","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/comments?post=116643"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/posts\/116643\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/media\/95232"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/media?parent=116643"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/categories?post=116643"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/tags?post=116643"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}