Blackbaud Earnings Are on Deck

Blackbaud (Nasdaq: BLKB  ) is expected to report Q4 earnings on Feb. 13. Here's what Wall Street wants to see:

The 10-second takeaway
Comparing the upcoming quarter to the prior-year quarter, average analyst estimates predict Blackbaud's revenues will grow 26.0% and EPS will shrink -11.1%.

The average estimate for revenue is $119.8 million. On the bottom line, the average EPS estimate is $0.24.

Revenue details
Last quarter, Blackbaud reported revenue of $122.5 million. GAAP reported sales were 28% higher than the prior-year quarter's $95.4 million.

Source: S&P Capital IQ. Quarterly periods. Dollar amounts in millions. Non-GAAP figures may vary to maintain comparability with estimates.

EPS details
Last quarter, non-GAAP EPS came in at $0.26. GAAP EPS of $0.06 for Q3 were 74% lower than the prior-year quarter's $0.23 per share.

Source: S&P Capital IQ. Quarterly periods. Non-GAAP figures may vary to maintain comparability with estimates.

Recent performance
For the preceding quarter, gross margin was 55.0%, 340 basis points worse than the prior-year quarter. Operating margin was 7.3%, 950 basis points worse than the prior-year quarter. Net margin was 2.3%, 840 basis points worse than the prior-year quarter.

Looking ahead

The full year's average estimate for revenue is $448.3 million. The average EPS estimate is $0.92.

Investor sentiment
The stock has a three-star rating (out of five) at Motley Fool CAPS, with 92 members out of 107 rating the stock outperform, and 15 members rating it underperform. Among 44 CAPS All-Star picks (recommendations by the highest-ranked CAPS members), 39 give Blackbaud a green thumbs-up, and five give it a red thumbs-down.

Of Wall Street recommendations tracked by S&P Capital IQ, the average opinion on Blackbaud is outperform, with an average price target of $33.00.

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