BlackSky Technology Inc Class A (BKSY)

Over the past six months, BlackSky Technology, Inc.'s stock price has increased by 30.27%. As of January 2026, the stock demonstrated a 30-day share price return of 42.18% and a year-to-date return of 31.46%, with a one-year total shareholder return of 126.39%. BlackSky Technology last posted its quarterly earnings data on Thursday, November 6th. The company reported an EPS of ($0.35), surpassing the consensus estimate of ($0.37) by $0.02. However, its revenue for the quarter was $19.62 million, which was below analyst estimates of $28.67 million. Additionally, there has been significant insider selling of the stock over the past three months.

While specific seasonal patterns for BlackSky Technology, Inc.'s products and services are not explicitly detailed in the available information, the company has reported strong global demand for its Gen-3 services. The expansion of its satellite and analytics capabilities is noted to be driving strong demand and international growth. The accelerated development of its Arrow Constellation is also timed to address a forecasted global supply gap starting in 2027, suggesting a generally high and growing demand for its offerings rather than distinct seasonal fluctuations.

BlackSky Technology, Inc. is a space-based intelligence company that delivers real-time imagery, analytics, and high-frequency monitoring of global locations and events. It operates in the Technology Services sector, specifically in the Packaged Software industry. BlackSky's offerings include geospatial intelligence, imagery, and data analytics, utilizing its BlackSky Spectra® software platform and LEO satellite constellation to provide AI-driven analytics and real-time imagery for various applications.

BlackSky Technology, Inc. has a global geographic footprint, operating in North America, the Middle East, the Asia Pacific, and other international regions. The company has experienced significant international growth, with international sales representing a majority of its backlog as of Q3 2025. It has secured early access agreements for its Gen-3 services with multiple international defense sector customers and won a multi-year contract in November 2025, valued at over $30 million, to integrate Gen-3 tactical ISR services for an international customer.

BlackSky Technology generally maintains a positive brand reputation as a leader in real-time geospatial intelligence. The company has secured significant contracts with demanding organizations, including U.S. government agencies and international defense and intelligence ministries, underscoring its trusted partner status. BlackSky's stock performance has also exceeded both the US Professional Services industry and the broader US Market over the past year, indicating positive investor sentiment. However, Zacks Investment Research currently rates BlackSky Technology Inc. as a "Sell" (Zacks Rank 4), anticipating a below-average return relative to the market in the coming months, and suggests the company may be overvalued based on valuation metrics. Additionally, significant insider selling over the past three months could be perceived negatively by the market.

BlackSky Technology, Inc. has a substantial institutional ownership, accounting for 76.14% of the company's shares, while individual ownership stands at 6.88%. Major institutional owners and shareholders include BlackRock, Inc., AWM Investment Company, Inc., Vanguard Group Inc., Driehaus Capital Management Llc., Cercano Management LLC., Millennium Management Llc., Vanguard Total Stock Market Index Fund Investor Shares (VTSMX), iShares Russell 2000 ETF (IWM), Geode Capital Management, Llc., and State Street Corp. Other notable institutional holders include Mithril Capital Management LLC, Thales S.A., and various Vanguard and iShares ETFs.