BlackSky Technology (BKSY)
Satellite imagery subscriptions, sovereign systems, and AI-enabled monitoring for government missions.
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Provides subscription-based satellite imagery and AI analytics through On-Demand and Assured services, while Mission Solutions sells sovereign satellite systems and Advanced Technology Programs supports custom R&D and integration. Revenue is anchored in U.S. defense and intelligence agencies and international governments.
Combines a proprietary low-Earth-orbit satellite constellation with the BlackSky Spectra tasking and analytics platform to provide high-frequency imagery, automated monitoring, and AI-generated intelligence. Space-Based Intelligence & AI Services sells On-Demand and Assured subscriptions; Mission Solutions supplies sovereign satellite, ground-system, launch-support, operations, and training packages; Advanced Technology Programs funds customer-specific research and secure workflow integration.
Controls satellite design, manufacturing, constellation operations, ground infrastructure, and software, enabling rapid tasking and delivery while third-party sensor data can be fused into Spectra. The customer base is weighted toward U.S. defense and intelligence agencies and international governments, with commercial users a small share. Operations depend on satellite production and launch access, cloud and ground networks, U.S. remote-sensing and spectrum licenses, and government contracting rules.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Aug 9, 2026 | Jefferies | Reiterate | Rating: —Target: $50 | Target: $33 |
| Jun 1, 2026 | Jefferies | Downgrade | ||
| May 12, 2026 | Jefferies | Target | Target: $23 | Target: $50 |
| May 8, 2026 | Lake Street | Target | Target: — | Target: $36 |
| May 8, 2026 | Deutsche Bank | Target | Target: — | Target: $35 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $234.2M · Total debt $21.7M · Total assets $517.0M · Shareholders' equity $211.5M
- Revenue
- $33.3M
- Operating income
- −$7.8M
- Net income
- −$20.8M
No dividends on record.
| Institutions | ≈ 80.44% | 29.85M shares | |
|---|---|---|---|
| 249 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail | |||
| Insiders | 6.99% | 2.59M shares | |
| 10 holders · as of Sep 14, 2026 | |||
| Other | ≈ 12.57% | 4.66M shares | |
| remainder | |||
37.11M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
Two share counts disagree (37.11M in the company's Sep 22, 2026 report, 40.92M elsewhere); stakes use the report.
This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
BlackRock, Inc.Institution | 8.34% | 3.09M | as of Jun 30, 2026 |
Walleye Capital LLCInstitution | 4.97% | 1.84M | filed Nov 13, 2024 |
Tema Etfs LLCInstitution | 3.90% | 1.45M | as of Jun 30, 2026 |
Toroso Investments, LLCInstitution | 3.79% | 1.41M | as of Jun 30, 2026 |
Vanguard Capital Management LLCInstitution | 3.74% | 1.39M | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Sep 11, 2026 | Henry Edward Dubois | officer: Chief Financial Officer | −15,225 | $20.95 |
| Sep 11, 2026 | Brian E. O'Toole | director, officer: CEO and President | −56,280 | $20.95 |
| Sep 11, 2026 | Christiana L. Lin | officer: General Counsel & CAO | −13,052 | $20.95 |
| Sep 9, 2026 | Brian E. O'Toole | director, officer: CEO and President | −20,000 | $21.83 |
| Aug 28, 2026 | Henry Edward Dubois | officer: Chief Financial Officer | −4,000 | $23.78 |
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Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| BlackSky Technology | $23.06 | −0.47% | $948.2M | — | — | 8.7 | +50.1% |
| Planet Labs | $16.95 | −0.68% | $5.68B | — | — | 15.0 | +58.1% |
| Satellogic | $5.67 | +1.64% | $768.1M | — | — | 24.1 | +258.5% |
| MDA Space | $31.34 | −1.42% | $5.15B | 55.8 | 30.5 | 3.8 | +28.0% |
| L3Harris Technologies | $240.50 | −2.60% | $45.98B | 24.9 | 19.4 | 2.0 | +8.4% |
| Spire Global | $12.19 | +1.92% | $389.1M | — | — | 6.2 | −5.9% |
| Median | 40.4 | 24.9 | 6.2 | +28.0% |