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BKBKSY

BlackSky Technology Inc.

$BKSY·$709M·Software - Application·Technology
$17.32-6.1%YTD-3.9%1Y-33.5%
Price updated 8h ago·X counts updated 5d ago
BKBKSY
$BKSYBlackSky Technology Inc.
$17.32-6.12%122 posts1×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $BKSY on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

122X posts · last 7 days
Sep 29Oct 11
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $BKSY's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 60% of tracked names.

Bullish sentimentAI analysisGenerated by AI from underlying data5 posts analyzed · as of 2026-08-19

BlackSky is riding a strong technical setup, with posters noting a called breakout from July 21 has moved from $23.61 to roughly $31.87 (+35%) and structure holding cleanly. The next node in focus is a breakout above $36, and BKSY is being grouped with other space names for Q2 capex comparisons alongside RKLB and PL as a differentiated small-cap play.

Read what X is saying about $BKSY

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $BKSY — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Driven by hypeSelling offAI verdict · as of 2026-10-03

Falling on heavy selling — points lower unless it turns around.

BlackSky up 14% YTD on satellite-imagery momentum, but revenue is -30% YoY and Nasdaq compliance is now live.

BlackSky Technology is a geospatial-intelligence and satellite-imagery operator — Spectra AI analytics on real-time imagery from the Gen-3 constellation, serving defense and commercial markets. The stock is up 14% YTD despite revenue declining and a Nasdaq compliance notice.

  • Revenue is declining: Q1 2026 of $20.8M was -30% YoY after +16% in Q4 — the operational tape is deteriorating, with 2026 EPS -$1.26 and 2027 only slightly better.
  • EPS misses are big: last four prints at -43%, -122%, +90%, -19% — the operating-margin volatility (-89%) reflects a pre-scale constellation business, not an operating franchise.
  • The Nasdaq listing-compliance notice (Aug 7 effective date, 8-K filed Aug 13) is the live operational red flag — compliance issues could force corporate actions, and Mithril Capital's zero-share disclosure in Aug reflects an insider exit.

A Nov 5 Q3 print with revenue returning positive YoY plus the Nasdaq compliance resolution plus the SkyFi partnership monetization visible restarts the move; another declining revenue print and the stock drifts further on operational concerns.

Agrees with X sentimentX cites the Jul 21 breakout from $23.61 to $31.87 (+35%) and grouping with RKLB/PL for Q2 capex comparisons — real technical and sector positioning. The crowd is directionally bullish and the SkyFi "Satellite Intelligence" on Robinhood Agent Apps partnership adds a fresh narrative lever.

What to watch: Nov 5 Q3 earnings — revenue returning positive YoY, Nasdaq compliance resolution, SkyFi partnership revenue, and 2027 guide. A revenue inflection plus compliance resolution re-rates it; another declining print extends the breakdown.

On the calendar: 2026-11-05 — Q3 2026 earnings

Read the AI verdict on $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)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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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 Software - Application sits in its cycle right now — and what that implies for $BKSY.

Software - Application · Technology

No material change from last week — Adobe Q3 lifted guidance with triple-digit AI-first ARR, validating the AI upsell bifurcation: vendors embedding AI agents into core workflows (NOW, CRM, SAP, WDAY, TEAM, ADBE) are re-accelerating whi.

What this means for $BKSY

Direct beneficiary — Provides real-time geospatial intelligence from its satellite constellation to defense, government, and commercial customers.; AI model training and inference workloads run on top of data platforms, making data cloud the required infrastructure.

Top industry ETF

$IGViShares Expanded Tech-Software Sector ETF
+4.2%YTD
-7.5%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
Q2 2026Aug 6, 2026$-0.54$-0.38-43.3%
Q1 2026May 7, 2026$-0.82$-0.37-121.6%
Q4 2025Feb 26, 2026$-0.02$-0.25+90.3%
Q3 2025Nov 6, 2025$-0.44$-0.37-18.9%
Next earningsThu, Nov 5·consensus EPS $-0.23

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$141.1M$138.8M – $142.9M-$1.53-$1.73 – -$1.367
FY27$192.8M$177.2M – $204.6M-$0.47-$0.99 – $0.086
FY28$259.9M$237.0M – $303.9M$0.26-$0.15 – $0.674
FY29$331.9M$303.8M – $364.3M$0.96$0.86 – $1.092
FY30$399.1M$365.3M – $438.1M$1.71$1.52 – $1.932

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.1.1×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.15%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.-22.1%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.-33.2%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 35.3M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today3.1% 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.β2.705-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.

Insider activity

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

Recent transactions

SellSep 21Christiana L LinGeneral Counsel & CAO6.0K sh$139KSellSep 21Dubois Henry EdwardCFO4.0K sh$92KSellSep 21Brian E O'tooleCEO20.0K sh$458KSellSep 11Brian E O'tooleCEO56.3K sh$1.2MSellSep 11Dubois Henry EdwardCFO15.2K sh$319KSellSep 11Christiana L LinGeneral Counsel & CAO13.1K sh$273KSellSep 9Brian E O'tooleCEO20.0K sh$437KSellAug 28Dubois Henry EdwardCFO4.0K sh$95KSellJun 10Brian E O'tooleCEO15.5K sh$529KSellJun 10Dubois Henry EdwardCFO14.7K sh$503K
1–10 of 11
+ 14 other (14 awards) 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-KShareholder voteSep 148-K — Item 5.07: Shareholder vote
AI summary

BlackSky Technology (BKSY) reported results from its 2026 annual meeting held September 10, 2026. All three Class II director nominees (Susan Gordon, Timothy Harvey, William Porteous) were elected, though Susan Gordon drew significant withhold votes (12.7 million withheld vs. 3.3 million for) — a notable dissent signal. The advisory say-on-pay vote was nearly split (8.96 million for, 6.94 million against), reflecting substantial shareholder opposition to executive compensation. Deloitte & Touche was ratified as auditor with overwhelming support. The near-majority opposition to executive pay and high director-withhold signal meaningful governance discontent that management will need to address.

SC 13D/AActivist amendmentAug 20SC 13D/A
AI summary

Mithril Capital Management (Ajay Royan, Mithril LP) filed Amendment No. 4 to its Schedule 13D for BlackSky Technology, reporting zero beneficial ownership (0 shares, 0% of class) as of June 5, 2026 — down from prior ownership. This appears to be an exit disclosure confirming Mithril has divested its entire BKSY position. The departure of a previously active 13D filer signals a change in the shareholder base, though specific disposition terms are not disclosed in the excerpt.

8-KListing / delisting noticeAug 138-K — Item 3.01: Listing / delisting notice
AI summary

BlackSky Technology (BKSY) filed an 8-K on August 13, 2026 under Item 3.01, disclosing a listing compliance matter effective August 7, 2026. Item 3.01 is triggered when a company receives notice from its exchange regarding a failure to meet continued-listing standards, typically related to minimum bid price or stockholders' equity thresholds. The excerpt contains only the cover-page boilerplate; the specific compliance deficiency and the exchange notice are in the body. Investors should monitor BlackSky's response plan and cure deadline.

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.

+ 14 other (3 proxys · 2 10-Qs · 2 earnings 8-Ks · 2 13Gs) in window

Recent news

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

BlackSky Extends HEO Space Domain Awareness Agreement with New Seven-Figure Non-Earth Imaging Contract Featuring Gen-3gurufocus.com·2d agoBlackSky Extends HEO Space Domain Awareness Agreement with New Seven-Figure Non-Earth Imaging Contract Featuring Gen-3businesswire.com·2d agoBlackSky Technology Inc (BKSY) Stock Down 5.1% but Still Overvalued -- GF Score: 54/100gurufocus.com·4d agoBlackSky Wins Six-Figure Gen-3 On-Demand Pilot Contract with New International Intelligence Customergurufocus.com·9d agoBlackSky Wins Six-Figure Gen-3 On-Demand Pilot Contract with New International Intelligence Customerbusinesswire.com·9d ago

In themes

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

Space EconomyDefense & Drones

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Voices on X · top 1 · 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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