BlackSky Technology Inc Class A (BKSY)

In the past six months, BlackSky Technology Inc. experienced several events impacting its stock price, including the Q3 2025 earnings report where it reported an EPS of -$0.35, beating estimates, but missed revenue expectations, leading to a stock drop. Despite this, the stock has shown significant growth over the past year. Jefferies Financial Group initiated coverage with a "buy" rating, leading to a stock surge, and HC Wainwright boosted its price target, while Weiss Ratings reaffirmed a "sell" rating. The company successfully launched and commercially operated its third Gen-3 satellite and secured a multi-year contract exceeding $30 million for its Gen-3 tactical ISR services.

BlackSky Technology Inc. has "BKSY Seasonality" data available, which displays mean and median monthly returns to identify seasonal patterns. Demand for geospatial intelligence and satellite imagery services can be influenced by government budget cycles, defense spending, and the timing of large-scale infrastructure projects or environmental monitoring needs. Specific details of these seasonal patterns for BlackSky’s products and services are not explicitly described.

BlackSky Technology, Inc. (BKSY) is a space-based intelligence company specializing in real-time geospatial intelligence, operating within the Industrials sector. It delivers on-demand, high-frequency imagery, monitoring, and analytics of critical global locations. The company designs, owns, and operates a constellation of low Earth orbit (LEO) small satellites and utilizes its Spectra AI software platform to process data from its satellites and third-party sensors. BlackSky also provides related data analytic products and services, mission systems, and professional and engineering services, which are utilized across various applications such as national security, supply chain intelligence, crisis management, critical infrastructure monitoring, and economic intelligence.

BlackSky Technology Inc. operates globally, with its geographic footprint extending across North America, the Middle East, Asia, and other international regions. The company's headquarters are located in Herndon, Virginia, United States.

BlackSky Technology's brand reputation over the past year appears to be generally positive, with an average recommendation of "Moderate Buy" from research firms. The company has secured significant contracts, including a multi-year contract for its Gen-3 tactical ISR services and contracts from new strategic international customers. Technological advancements, such as the successful launch and operation of its Gen-3 satellites, have been highlighted. BlackSky CEO Brian O'Toole was named "Executive of the Year" at the 2025 Greater Washington GovCon Awards. However, some analysts have maintained a "sell" rating, and the company has faced challenges such as missing revenue estimates and insider selling.

BlackSky Technology Inc. has a diverse ownership structure, with significant stakes held by both institutional and individual investors. Major institutional owners include BlackRock, Inc., AWM Investment Company, Inc., Vanguard Group Inc., Driehaus Capital Management Llc, Cercano Management LLC, Millennium Management Llc and Thales S.A.. Seahawk Spv Investment LLC is the largest individual shareholder, owning 40.55% of the company. Other key individual and insider owners include Mithril Capital Management LLC, Jonathan Z. Cohen, and Brian O'Toole (CEO).