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Blackbaud expands AI leadership, reaffirms 2026 guidance, and accelerates buybacks

Oct 28, 2026, 2:56 PM EDT1 sourcesAI-analyzed

Why it may matterVerify against the original reporting

Positive earnings trajectory, reaffirmed guidance, strong FCF, and aggressive buybacks alongside AI platform expansion likely to attract buyers in the near term.

AI summary

What happened, with direct paths to the underlying reporting

Blackbaud reported solid Q3 2026 results and unveiled aggressive AI initiatives at bbcon, including Lantern and Platform for Good. The company reaffirmed full-year guidance and highlighted ongoing stock buybacks and debt leverage reduction. These moves support higher recurring revenue, improved margins, and a broader AI-enabled platform moat, with potential upside from deeper nonprofit, education, and CSR workflows.

Q3 2026 revenue $292.6M, up 4.1% YoY.
GAAP op margin 20.5%; non-GAAP 32.3% (up 110bp/240bp).
Recurring revenue $287.0M, 98.1% of total.
Guidance reaffirmed: 2026 revenue $1.173–1.179B; non-GAAP EPS $5.15–5.25.
bbcon highlights: Platform for Good and Lantern AI introduced.

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