BKSY logo

BlackSky Technology Inc. Stock Price

NYSE:BKSY Community·US$796.4m Market Cap
  • 3 Narratives written by author
  • 1 Comments on narratives written by author
  • 108 Fair Values set on narratives written by author

BKSY Share Price Performance

US$22.19
-1.51 (-6.37%)
US$40.50
Fair Value
US$22.19
-1.51 (-6.37%)
45.2% undervalued intrinsic discount
US$40.50
Fair Value
Price US$22.19
AnalystConsensusTarget US$40.50
AnalystLowTarget US$34.00
AnalystHighTarget US$50.00

BKSY Community Narratives

·
Fair Value US$40.5 45.2% undervalued intrinsic discount

Gen-3 Satellite Advancements Will Drive International Expansion And Defense Opportunities

2users have liked this narrative
1users have commented on this narrative
39users have followed this narrative
·
Fair Value US$34 34.7% undervalued intrinsic discount

Rising Regulatory Risks And Capital Burn Will Hinder Prospects

0users have liked this narrative
0users have commented on this narrative
0users have followed this narrative
·
Fair Value US$50 55.6% undervalued intrinsic discount

Gen-3 And Arrow Constellations Will Capture Accelerating Secular Tailwinds

0users have liked this narrative
0users have commented on this narrative
7users have followed this narrative
US$40.5
45.2% undervalued intrinsic discount
Profit Margin
5.47%
Future PE
161.42x
Price in 2029
US$49.97

Trending Discussion

No trending discussion available.

Updated Narratives

BKSY logo

BKSY: Gen 3 AI And Defense Contracts Will Drive Future Upside

Fair Value: US$34 34.7% undervalued intrinsic discount
0 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
BKSY logo

BKSY: Government Space Contracts And AI Satellites Will Drive Future Upside

Fair Value: US$50 55.6% undervalued intrinsic discount
7 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
BKSY logo

BKSY: Overvaluation Risk Will Persist As Domestic Volume Recovery Remains Uncertain

Fair Value: US$40.5 45.2% undervalued intrinsic discount
39 users have set this as their fair value
1 users have commented on this narrative
0 users have liked this narrative

Snowflake Analysis

High growth potential with mediocre balance sheet.

3 Risks
2 Rewards

BlackSky Technology Inc. Key Details

US$97.8m

Revenue

US$30.0m

Cost of Revenue

US$67.8m

Gross Profit

US$154.9m

Other Expenses

-US$87.1m

Earnings

Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
Aug 06, 2026
-2.35
69.29%
-89.07%
250.8%
View Full Analysis

About BKSY

Founded
2014
Employees
321
CEO
Brian O’Toole
WebsiteView website
blacksky.com

BlackSky Technology Inc. operates as a space-based technology company in the United States and internationally. The company offers space-based intelligence and artificial intelligence (AI) services, mission solutions, and advanced technology programs consisting of cloud computing and hosting services, direct materials to build and test specific components, and internal labor for service solutions that enhance customer adoption and operational integration of the company’s technology. It also provides BlackSky Spectra, an AI-enabled software platform that processes a range of observations by integrating data from the company’s proprietary satellite constellation and from other third-party sensors, such as synthetic aperture radar and radio frequency satellites, GPS-enabled terrestrial data sources, and Internet of Things-connected devices. In addition, the company offers a range of services related to object, change and anomaly detection, site monitoring, and enhanced analytics, which help detect key pattern of life changes in critical locations, including ports, airports, and construction sites; retail activity; commodities stockpiles; and other sites that contain critical commodities and supply chain inventory. Further, it develops and delivers customized advanced satellites and payload systems. The company’s products and services are used in national security, supply chain resilience, economic intelligence, and other critical decision-making requirements. It serves the United States federal government and its agencies; international governments, agencies, and organizations; and the commercial and industrial infrastructure markets, including energy and utilities, insurance, commodities, mining, manufacturing, logistics, supply chain management, agriculture, environmental monitoring, disaster and risk management, engineering and construction, retail, and consumer behavior. BlackSky Technology Inc. was founded in 2014 and is headquartered in Herndon, Virginia.

Recent BKSY News & Updates

Seeking Alpha Jul 16

BlackSky: Their Tech Is Ahead Of The Curve - Here's What We Need To See In Earnings

Summary BlackSky Technology Inc. is transitioning from a satellite imagery provider to an AI-driven, real-time intelligence platform targeting defense workflows. BKSY’s investment thesis hinges on scaling pilot programs into multi-year, high-margin recurring contracts, leveraging proprietary Gen-3 architecture and embedded machine learning models. Despite a $350M+ backlog and management’s $140M full-year revenue guide, near-term execution risks persist with Q1 revenue down 29.5% YoY and ongoing guidance misses. Valuation remains premium at 6–7x forward sales; upcoming earnings must show accelerating growth, backlog conversion, and traction in analytics to justify multiples. Read the full article on Seeking Alpha
Narrative Update Jul 08

BKSY: Gen 3 AI And Defense Contracts Will Drive Future Upside

Analysts have raised their fair value estimate for BlackSky Technology from $20.00 to $34.00, citing recent price target revisions across the Street as well as updated assumptions on revenue growth, profitability, and future P/E levels. Analyst Commentary Recent research on BlackSky Technology shows that not all market watchers are aligned with the higher fair value estimate, and some are flagging risks around how much of the recent share price move is backed by fundamentals versus sentiment around the broader space sector.

Recent updates

No updates