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Blacksky Technology Inc

Blacksky Technology Inc

BKSY
$22.19USD↑+3.40%+0.73 today

MARKET CAP

823.4M

P/E (TTM)

—

FWD P/E

—

DAY RANGE

$20 – $23

52W RANGE

$12
$53

AI Summary

Stalk
Sell NowHigh

BKSY remains in a Stage 4 decline with Support Failure confirming sustained bearish control. Price trades below declining 9EMA and 21EMA, and the 50DMA and 200DMA are acting as overhead resistance. Medium-term structure under the Stage 4 regime permits sell-side engagement, and short-term timing favors immediate selling with no exhaustion visible. Under the Momentum + EPS strategy, execution is Sell Now on rallies into resistance areas.

  • ↑Q1 revenue $20.8M (+30% YoY); full-year guidance raised to $130–150M.
  • ↑YTD contract awards total $160M, reinforcing strong growth pipeline.
  • ↓Revenue reliant on government contracts, exposing business to budget cycles.
Full analysis →

The case for & against

Bull & Bear analysis

Bullish

BlackSky Technology Inc. (NYSE: BKSY) is a leading provider of real-time space-based intelligence and AI analytics solutions, specializing in satellite imagery. With a focus on national security and enhanced decision-making capabilities for both government and commercial clients, BlackSky's Gen 3 satellite constellation is expected to significantly improve operational performance and customer retention. The company is positioned to capitalize on the growing demand for high-resolution imagery and real-time data analytics within an evolving geopolitical landscape.

Bull says

  • ↑Q1 revenue $20.8M (+30% YoY); full-year guidance raised to $130–150M.
  • ↑YTD contract awards total $160M, reinforcing strong growth pipeline.
  • ↑Gen 3 satellites deliver 35cm resolution imagery, strengthening competitive moat.
  • ↑Backlog increased to $351M with 85% from international clients.
  • ↑Cash balance $117.5M provides liquidity for expansion and capex.
  • ↑Bullish analyst revisions and positive growth momentum support valuation upside.

Bear says

  • ↓Revenue reliant on government contracts, exposing business to budget cycles.
  • ↓Adjusted EBITDA loss of $5.1M in Q1 highlights profitability challenges.
  • ↓High short interest reflects investor skepticism and potential share price pressure.
  • ↓Operational delays in Gen 3 deployment risk revenue recognition and retention.
  • ↓Increasing competition and market saturation threaten long-term market share.
  • ↓Weak profitability metrics and high volatility factors dampen stock resilience.

Investment themes with BKSY

Defense Tech↓ -0.44%

LMT · RTX · GD
Space↓ -0.99%

PL · GSAT · VSAT

Earnings Call · Q1 2026 · Mgmt. Guidance

Updated 05-11-2026bullish

Transcript signals

Bull points

  • Our first quarter revenue was $20.8 million. With Gen 3 coming into commercial operations, we started to see a return to growth in our space-based intelligence and AI services revenue, which was up 14% over the prior quarter.
  • With strong year-to-date sales, we are expecting to further increase space-based intelligence and AI services revenue by over 50% this year, achieving a $100 million annual run rate.
  • we are increasing our guidance for adjusted EBITDA for the year from a previous range of $6 million to $18 million to an updated range of $12 million to $24 million, yielding a 13% adjusted EBITDA margin at the midpoint.

Bear points

  • I think, yeah, there are a lot of – there is increasing competition, but they're from a number of companies that have really not demonstrated proven operational performance.
Read full transcript analysis ›