Public signal · 1-minute delayed

Signal brief

Source-backed market context you can read and share without an account.

High materiality8/10

Blackbaud confirms FY26 guidance; AI-focused expansion supports upside

Jul 29, 2026, 7:04 AM EDT1 sourcesAI-analyzed

Why it may matterVerify against the original reporting

Guidance reaffirmation, healthy free cash flow, and a visible buyback signal support upside risk-reward. Positive earnings cadence and AI-driven product momentum could yield short-term upside; risk is modest given modest margin pressure in non-GAAP margins but mitigated by cash flow and capital returns.

AI summary

What happened, with direct paths to the underlying reporting

Blackbaud posted Q2 2026 revenue of $290.6 million, up 3% year over year, with non-GAAP organic revenue also rising 3%. The company reaffirmed its FY26 targets, highlighting strong cash flow generation (OCF $91.1m; FCF $75.3m) and continued AI investments through Agents for Good. A sizable share repurchase program remains in force, underscoring capital-return momentum alongside a stable margin profile.

GAAP revenue $290.6m; recurring $285.3m, up 3% YoY.
Non-GAAP organic revenue up 3%; EBITDA $110.3m, margin 38.0%.
FY26 guidance reaffirmed: revenue $1.173–$1.179b; EPS $5.15–$5.25; FCF $280–$290m.
Operating cash flow $91.1m; free cash flow $75.3m; 6%+ stock repurchase in 2026.

How to read this signal

Transparent limits for an AI-generated research aid

StockNews.AI groups source reporting, classifies the event, and measures subsequent price movement. This is informational research, not investment advice. Prices may be delayed or unavailable.