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BKBKSY

BlackSky Technology Inc.

$BKSY·$928M·Hardware, Equipment & Parts·Technology
$21.46-11.7%YTD+11.8%1Y-6.1%
Mentions · last 7 days
2026-07-10: 44 posts2026-07-11: 20 posts2026-07-12: 17 posts2026-07-13: 34 posts2026-07-14: 34 posts2026-07-15: 27 posts2026-07-16: 36 posts212+24%
Price updated 7h ago·X counts updated 6h ago
BKBKSY
$BKSYBlackSky Technology Inc.
$21.46-11.69%212 posts+24%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Today's AI verdict on what's driving $BKSY, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Hinges on a big eventWinding up for a moveAI verdict · as of 2026-07-15

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

BlackSky is stacking Gen-3 AI defense-ISR contract wins with FY26 guide raised to $130-$150M, but Q1 revenue printed -30% yoy on lumpy timing — 8/6 arbitrates.

BlackSky Technology is a $928M geospatial-intelligence and satellite-imagery name where the government-contract narrative is compelling but the quarterly cadence is lumpy. Shares at $25.67, up 33.7% YTD but sitting 0.33 through the 52-week range and 27% below the 50-day.

  • Q1 delivered $20.8M revenue (-30% yoy, -41% qoq), 65% gross margin, EPS -$0.82 (a -122% miss vs -$0.37 est). The four-quarter revenue path is $22M → $20M → $35M → $21M — obvious government-contract-timing lumpiness. FY26 consensus is $137M revenue and EPS -$1.48, growing to $181M/-$0.62 in 2027 and $248M/$0.25 (positive) in 2028.
  • The 7/7 announcement of Mission-Critical Gen-3 AI Solutions for real-time space-based tactical ISR is the strategic signal — includes automated target recognition and AI-enabled battle-damage detection. This is precisely the class of defense contract that drives the FY26 guide (per X: raised to $130M-$150M).
  • Balance-sheet action: 5/22 filed S-3ASR plus a $250M ATM equity program via Deutsche Bank and Craig-Hallum, at a $45.58 reference price. That's a real dilution overhang — spot has since moved to $25.67.
  • Insider tape: 6/30 A-Award grants (4 directors, 805 shares each — nominal). No open-market signal either way.
  • Structural: low float (32M), beta 2.59 (very high), volume 0.68x 30-day norm, position 0.33 in 52w range. Squeeze-viable setup on a positive catalyst.
  • X sentiment is bullish: fat-pitch framing under $1B market cap, FY26 guide raise, capital rotation from software shorts to small-cap space names.

Next dated read is Q2 on 8/6 with consensus EPS -$0.38. Revenue recovery + Gen-3 AI contract quantification + updated backlog is what reverses the -30% Q1 print; another miss confirms lumpy execution.

Agrees with X sentimentThe bullish X read (Gen-3 AI wins, FY26 guide raise, small-cap-space rotation) matches the strategic story. The Q1 miss and $250M ATM overhang are the honest counterweights.

What to watch: Q2 print 8/6: EPS vs -$0.38, revenue recovery from Q1 miss, Gen-3 AI contract revenue quantification, backlog progression, and ATM issuance pace. Watch for a $30 reclaim as first technical validation.

On the calendar: 2026-08-06 — Q2 2026 earnings (consensus EPS -$0.38)

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment7 posts analyzed · as of 2026-07-14

BlackSky chatter is dominated by a series of US defense R&D contract wins to develop and field Gen-3 AI capabilities for space-based tactical ISR, including automated target recognition and AI-enabled battle-damage detection. Commentators frame the stock as a fat pitch under $1B market cap with FY26 guidance raised to $130M-$150M and 2027 Wall Street consensus around $180M, while capital rotates out of software shorts into small-cap space names.

Read the AI verdict + X sentiment for $BKSY

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Provides real-time geospatial intelligence from its satellite constellation to defense, government, and commercial customers.

Industry overviewAI analysisGenerated by AI from underlying data

Where Hardware, Equipment & Parts sits in its cycle right now — and what that implies for $BKSY.

Hardware, Equipment & Parts · Technology

No material change from last week — structural AI data center buildout is intact but rotation from early YTD winners (SNDK +100%) compresses near-term premiums in the rack-to-server supply layer.

What this means for $BKSY

Neutral — Provides real-time geospatial intelligence from its satellite constellation to defense, government, and commercial customers; the AI data center networking and compute hardware buildout does not materially affect this business's near-term earnings.

Top industry ETF

$SOXXiShares Semiconductor ETF
+71.9%YTD
+116.0%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-14.4How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-16.3%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
-54.7%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-6.6%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
13.2Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-98.6%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
69.3%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.2Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026May 7, 2026$-0.82$-0.37-121.6%
Q4 2025Feb 26, 2026$-0.19$-0.25+24.0%
Q3 2025Nov 6, 2025$-0.35$-0.37+5.4%
Q2 2025Aug 7, 2025$-0.52$-0.49-6.1%
Next earningsThu, Aug 6·consensus EPS $-0.38

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$20.8M-29.7%64.7%-89.2%$-0.82$-18.1M
Q4 FY25$35.2M+15.9%72.6%-11.8%$-0.02$-13.6M
Q3 FY25$19.6M-13.0%65.3%-85.8%$-0.44$-42.8M
Q2 FY25$22.2M-11.0%71.9%-62.8%$-1.27$-10.9M

Forward consensus

5-year forecast · up to 7 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$136.5M$134.0M – $138.3M-$1.48-$1.60 – -$1.377
FY27$180.6M$156.1M – $199.1M-$0.62-$1.32 – -$0.056
FY28$247.9M$245.3M – $250.5M$0.25-$0.12 – $0.624
FY29$325.8M$296.2M – $355.2M$1.47$1.30 – $1.643
FY30$399.9M$363.7M – $436.1M$2.60$2.29 – $2.913

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.0×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.22%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-38.0%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-19.4%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 31.6M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today6.4% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β2.595-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.FilingActive offeringA shelf registration (S-3 / S-3ASR / S-1) or prospectus supplement (424B*) was filed in the last 90 days — the company is registered to (or actively) issuing new shares. Dilution risk.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellJun 10Brian E O'tooleCEO15.5K sh$529KSellJun 10Dubois Henry EdwardCFO14.7K sh$503KSellJun 10Christiana L LinGeneral Counsel & CAO12.0K sh$409K
+ 15 other (11 awards · 4 inkinds) in window

See when $BKSY insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KMaterial agreementMay 228-K — Item 1.01: Material agreement
AI summary

BlackSky Technology Inc. (BKSY) filed an 8-K on May 22, 2026 disclosing a material definitive agreement (Item 1.01). BlackSky is a Herndon, Virginia-based geospatial intelligence and satellite imagery company listed on the NYSE. The excerpt is cover-page only and does not reveal the counterparty or terms; given BlackSky's concurrent S-3ASR and 424B5 ATM filings on the same date, this agreement may relate to a government or commercial data contract supporting the equity raise.

424B5Prospectus supplement (offering)May 22424B5
AI summary

BlackSky Technology Inc. (BKSY) filed a 424B5 prospectus supplement on May 22, 2026 establishing an at-the-market (ATM) equity offering program of up to $250 million of Class A common stock, through Deutsche Bank Securities and Craig-Hallum as sales agents under a new Sales Agreement that replaces the prior December 2025 agreement. The last reported sale price was $45.58 per share as of May 20, 2026. The ATM structure allows BlackSky to sell shares at prevailing market prices over time, providing flexible capital access; investors should note this represents potential ongoing dilution of up to $250M.

S-3ASRAuto-shelf registrationMay 22S-3ASR
AI summary

BlackSky Technology Inc. (BKSY) filed an automatic shelf registration statement (S-3ASR) on May 22, 2026, establishing a universal shelf for future securities issuances on an accelerated basis. The S-3ASR allows a well-known seasoned issuer to register securities for future offerings without specifying the dollar amount at filing time. Filed concurrently with BlackSky's $250M ATM offering (424B5), this shelf provides additional flexibility for future equity or debt capital raises beyond the ATM program.

8-KOfficer or director changeApr 78-K — Item 5.02: Officer or director change
AI summary

BKSY disclosed a personnel change (8-K Item 5.02, dated 2026-04-07). An executive departure and a new appointment are both reported. Henry Dubois, the Company’s Chief Financial. Personnel changes are generally administrative; materiality depends on seniority and circumstances.

+ 15 other (5 13Gs · 2 10-Ks · 2 8-Ks · 1 EFFECT) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

BlackSky to Host Second Quarter 2026 Results Conference Callbusinesswire.com·21h agoBlackSky: Their Tech Is Ahead Of The Curve - Here's What We Need To See In Earningsseekingalpha.com·23h agoForget SpaceX: 2 AI Space Stocks to Buy and Hold Insteadfool.com·7d agoBlackSky to Field Mission-Critical Gen-3 AI Solutions that Enhance Real-time, Space-based Tactical ISR Operationsbusinesswire.com·10d agoOne Space Stock to Buy Todayinvestorplace.com·16d ago

In themes

Explore the broader themes this ticker is being talked about under.

Space EconomyDefense & Drones

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Voices on X · last 7 days

No standout posts about $BKSY on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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