Independent research on the U.S. markets, Baptista Research

Baptista Research

Independent research on the U.S. markets

Baptista Research is an independent financial research house focused on the U.S. markets. We provide equity research as well as credit research reports on the top-listed U.S. companies with most of our focus on technology, consumer goods and services, automobiles, industrials, oil and gas, pharma, and healthcare. Our research has served more than 3000 institutional investors including mutual funds, hedge funds, banks, family offices, and various buy-side firms. We operate a research subscription service where institutions, as well as retail investors, can have priority access to all our research. We also have a wide distribution of our research reports across some of the top global financial platforms. Apart from equity research and credit research, we also provide advisory services with respect to mergers & acquisitions (M&A), private equity/ venture capital fundraising, valuation reports, and investment management services for corporates.
Baptista Research is owned and managed by Ishan Majumdar, an ex-Venture Capitalist/ Investment Banker, a Chartered Accountant, and a Masters’ degree holder in Management from HEC Paris. Ishan has nearly a decade of experience in Mergers and Acquisitions, Leveraged Buyouts (LBOs), Venture Capital Investing, Corporate Strategy, and Valuation in front-office roles at the likes of BNP Paribas CIB, Credit Agricole CIB, Groupe Danone, and TIW Private Equity. He has worked on and closed multiple acquisition deals, leveraged buyouts, and start-up investment transactions.

Equity Bottom-Up

<ul><li>Blackbaud reported robust financial performance in its third quarter of 2025, highlighting a strategic focus on innovation, revenue growth, and operational efficiency.</li><li>The company generated $281 million in revenue, reflecting a 5.2% organic growth year-over-year.</li><li>The adjusted EBITDA margin improved to 35.4%, up over 200 basis points from the previous year, demonstrating effective cost management and operational scalability.</li></ul>

Blackbaud reported robust financial performance in its third quarter of 2025, highlighting a strategic focus on innovation, revenue growth, and operational efficiency.The company generated $281 million in revenue, reflecting a 5.2% organic growth year-over-year.The adjusted EBITDA margin improved to 35.4%, up over 200 basis points from the previous year, demonstrating effective cost management and operational scalability.

Blackbaud: An Insight Into Its Cloud-First Transformation & Margin Expansion Story!

<ul><li>Blackbaud, Inc. recently reported its first-quarter 2025 financial results, demonstrating a measured performance.</li><li>Revenue for the quarter was $271 million, marking 5.8% organic growth.</li><li>The company achieved a non-GAAP adjusted EBITDA margin of 34.3% and non-GAAP diluted earnings per share of $0.96.</li></ul>

Blackbaud, Inc. recently reported its first-quarter 2025 financial results, demonstrating a measured performance.Revenue for the quarter was $271 million, marking 5.8% organic growth.The company achieved a non-GAAP adjusted EBITDA margin of 34.3% and non-GAAP diluted earnings per share of $0.96.

Blackbaud Transforms Revenue Model with Game-Changing 3-Year Contracts; What’s The Revenue Impact?

<ul><li>Blackbaud, Inc.'s fourth-quarter and fiscal year 2024 results provide a mixed perspective for investors, highlighting strong areas of performance while also signaling challenges and considerations for the future.</li><li>The company reported revenues of $1.155 billion for the year, with an adjusted EBITDA margin of nearly 34% and non-GAAP diluted earnings per share of $4.07.</li><li>Importantly, Blackbaud's Rule of 40 score, a key industry benchmark, was approximately 39% for the year, indicating a balanced growth and profitability approach.</li></ul>

Blackbaud, Inc.'s fourth-quarter and fiscal year 2024 results provide a mixed perspective for investors, highlighting strong areas of performance while also signaling challenges and considerations for the future.The company reported revenues of $1.155 billion for the year, with an adjusted EBITDA margin of nearly 34% and non-GAAP diluted earnings per share of $4.07.Importantly, Blackbaud's Rule of 40 score, a key industry benchmark, was approximately 39% for the year, indicating a balanced growth and profitability approach.

Blackbaud Inc.: The 7 Key Drivers Shaping Its Performance in 2025 & Beyond!

<ul><li>Blackbaud, during its Third Quarter 2024 Earnings, provided an update on their financial status and strategic plans, reflecting both opportunities and challenges in their operations.</li><li>The company, a leader in providing software solutions for social impact, reported a mixed financial performance with a key highlight being the need to lower their annual revenue guidance primarily due to underperformance in their EVERFI segment.</li><li>Baptista Research looks to evaluate the different factors that could influence the company's price in the near future and attempts to carry out an independent valuation of the company using a Discounted Cash Flow (DCF) methodology.</li></ul>

Blackbaud, during its Third Quarter 2024 Earnings, provided an update on their financial status and strategic plans, reflecting both opportunities and challenges in their operations.The company, a leader in providing software solutions for social impact, reported a mixed financial performance with a key highlight being the need to lower their annual revenue guidance primarily due to underperformance in their EVERFI segment.Baptista Research looks to evaluate the different factors that could influence the company's price in the near future and attempts to carry out an independent valuation of the company using a Discounted Cash Flow (DCF) methodology.

Blackbaud Inc.:  The Challenges of Market Adaptation & Innovation & Other Risks Driving Our Lack Of Optimism! - Major Drivers

<ul><li>Blackbaud, Inc. reported a strong second quarter in 2024, showing significant improvement in various financial metrics and advancing its strategic initiatives.</li><li>The company, a leading provider of software to power social impact, has focused on product innovation tailored for non-profit organizations while implementing crucial revenue initiatives and maintaining careful attention to cost management and cash flow enhancement.</li><li>Baptista Research looks to evaluate the different factors that could influence the company's price in the near future and attempts to carry out an independent valuation of the company using a Discounted Cash Flow (DCF) methodology.</li></ul>

Blackbaud, Inc. reported a strong second quarter in 2024, showing significant improvement in various financial metrics and advancing its strategic initiatives.The company, a leading provider of software to power social impact, has focused on product innovation tailored for non-profit organizations while implementing crucial revenue initiatives and maintaining careful attention to cost management and cash flow enhancement.Baptista Research looks to evaluate the different factors that could influence the company's price in the near future and attempts to carry out an independent valuation of the company using a Discounted Cash Flow (DCF) methodology.

Blackbaud Inc.: Is The Recent Underperformance Here To Stay? - Major Drivers

United States

Blackbaud, Inc. provides software and related services designed specifically for non-profit organizations. The Company's products and services enable non-profit organizations to increase donations, reduce fundraising costs, improve communication with constituents, manage their finances, and optimize internal operations.

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Blackbaud Inc (BLKB US)

Blackbaud: An Insight Into Its Cloud-First Transformation & Margin Expansion Story!

Blackbaud reported robust financial performance in its third quarter of 2025, highlighting a strategic focus on innovation, revenue growth, and...

Baptista Research

Blackbaud Transforms Revenue Model with Game-Changing 3-Year Contracts; What’s The Revenue Impact?

Blackbaud, Inc. recently reported its first-quarter 2025 financial results, demonstrating a measured performance. Revenue for the quarter was $271...

Baptista Research

Blackbaud Inc.: The 7 Key Drivers Shaping Its Performance in 2025 & Beyond!

Blackbaud, Inc.'s fourth-quarter and fiscal year 2024 results provide a mixed perspective for investors, highlighting strong areas of performance...

Baptista Research

Blackbaud Inc.: The Challenges of Market Adaptation & Innovation & Other Risks Driving Our Lack Of Optimism! - Major Drivers

Blackbaud, during its Third Quarter 2024 Earnings, provided an update on their financial status and strategic plans, reflecting both opportunities...

Baptista Research

Blackbaud Inc.: Is The Recent Underperformance Here To Stay? - Major Drivers

Blackbaud, Inc. reported a strong second quarter in 2024, showing significant improvement in various financial metrics and advancing its strategic...

Baptista Research

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