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BKBKSY

BlackSky Technology Inc.

$BKSY·$1.2B·Aerospace & Defense·Industrials
$23.10-2.5%YTD+32.3%1Y+35.4%
Mentions · last 7 days
2026-08-22: 5 posts2026-08-23: 10 posts900%
Price updated 10h ago·X counts updated 8d ago
BKBKSY
$BKSYBlackSky Technology Inc.
$23.10-2.53%90 posts0%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

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.

Driven by hypeAcceleratingAI verdict · as of 2026-09-01

The move is getting stronger, with heavier trading behind it.

BlackSky is the small-cap space imagery play breaking out — $23 to $32 already, $36 the next level.

BlackSky Technology provides high-resolution geospatial imagery and analytics from its own satellite constellation — defense, intelligence, and commercial customers. The stock has been in a real momentum move, breaking out from $23 in July to $32+ recently.

  • Revenue is volatile: last four quarters printed -30% to +16% YoY at operating margin -12% to -89% — the top-line ramp is unsteady, and analyst FY26 revenue at $137M reflects the recovery expected.
  • Analyst FY28 EPS estimates at +$0.25 (from -$1.50 FY26 and -$0.61 FY27) reflect the operating leverage expected as the satellite fleet scales — that's the compounding thesis.
  • Position sits at the 26th percentile of the 52-week range with volume 80% of normal — mid-range with room to run, and the crowd's 'called breakout from July 21 has moved from $23.61 to roughly $31.87 (+35%)' technical framing matches the tape.
  • The Aug 11 seven-figure multi-year international contract for combined assured and on-demand subscriptions is a real named commercial win, and the Aug 20 Mithril Capital SC 13D/A showing zero holdings after being a large holder is neutral.

The path forward is decided by the Nov 5 Q3 print — subscription revenue growth, any additional named commercial or defense contracts, and satellite deployment milestones. A subscription revenue miss invalidates the setup; a named US DoD prime-contract plus above-$36 breakout continues acceleration.

Agrees with X sentimentAligned with the bulls — the called breakout from July 21 moving from $23.61 to $31.87 (+35%) with structure holding cleanly, the next node at $36, and grouping alongside RKLB and PL as differentiated small-cap space plays are all real technical reads.

What to watch: The Nov 5 Q3 print — subscription revenue growth continuation, additional named commercial or defense contracts, and satellite constellation deployment milestones. A subscription revenue miss or another negative growth quarter invalidates the setup; a named US DoD prime-contract announcement plus an above-$36 breakout continues acceleration.

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

X sentiment

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

Bullish sentiment5 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 the AI verdict + X sentiment for $BKSY

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  • 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 Aerospace & Defense sits in its cycle right now — and what that implies for $BKSY.

Aerospace & Defense · Industrials

Defense budget tailwinds — NATO spending commitments and Pentagon procurement acceleration — support backlogs at prime contractors. Commercial space is a separate driver: launch cadence and satellite constellations are pulling RKLB and LUNR on their own momentum, independent of traditional defense spending.

What this means for $BKSY

Partial — software subscription economics provide some insulation from macro cycles; AI integration is the growth catalyst for this segment; BlackSky Technology Inc.

Top industry ETF

$ITAiShares U.S. Aerospace & Defense ETF
+16.3%YTD
+15.0%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
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 $-0.26

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$137.0M$134.5M – $138.8M-$1.50-$1.62 – -$1.397
FY27$181.7M$157.0M – $200.2M-$0.61-$1.31 – -$0.056
FY28$247.9M$211.5M – $294.7M$0.25-$0.12 – $0.624
FY29$325.8M$292.2M – $363.9M$1.47$1.27 – $1.693
FY30$399.9M$358.7M – $446.8M$2.60$2.25 – $3.003

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.0.8×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.26%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.-10.2%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.-14.4%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 32.1M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today2.4% 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.

Insider activity

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

Recent transactions

SellAug 28Dubois Henry EdwardCFO4.0K sh$95KSellJun 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

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.

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.

+ 17 other (3 13Gs · 2 10-Qs · 2 earnings 8-Ks · 2 proxys) in window

Recent news

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

Is BlackSky Technology (BKSY) Stock Outpacing Its Business Services Peers This Year?zacks.com·5d agoIs BlackSky Technology (BKSY) Outperforming Other Business Services Stocks This Year?zacks.com·21d agoBlackSky Wins Seven-Figure, Multi-Year International Contract for Combined Assured and On-Demand Subscriptionsbusinesswire.com·21d agoNYSE to Commence Delisting Proceedings with Respect to Warrants of BlackSky Technology Inc. (BKSY.W)businesswire.com·22d agoBlackSky Is Entering a New Growth Phase. Here's Why It Mattersfool.com·22d 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

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