Update shared on10 Oct 2025
Fair value Increased 7.91%Analysts have raised their price target for BlackSky Technology from $25.29 to $27.29, citing strong year-to-date performance and a shift toward a more balanced risk/reward outlook, even with recent valuation concerns.
Analyst Commentary
Recent research updates have provided a nuanced view on BlackSky Technology following its substantial year-to-date rally. While recognizing the company’s impressive stock performance, analysts have adjusted their stance to reflect both the opportunities and risks ahead.
Bullish Takeaways
- Bullish analysts highlight BlackSky's significant year-to-date share appreciation, indicating strong market momentum and execution.
- Upward revisions to the price target suggest confidence that the company’s fundamentals continue to improve, although valuation questions remain.
- BlackSky is viewed as having navigated recent growth hurdles effectively, which positions the company for ongoing industry relevance.
- A balanced risk and reward profile is seen as a sign of stability, and this may appeal to investors seeking moderated exposure to the sector.
Bearish Takeaways
- Bearish analysts express concern over stretched valuation following a 112% share price increase so far this year.
- There is a consensus that future upside may be limited, given the stock's current trading levels and elevated expectations.
- Some warn that despite operational improvements, near-term catalysts for significant growth may be lacking.
- The recalibration to a "hold" rating signals caution toward new positions at higher price points as the risk and reward outlook becomes more balanced.
What's in the News
- Secured another National Geospatial-Intelligence Agency (NGA) Luno A delivery order to provide automated space-based analytics for detecting human-induced changes using advanced AI and satellite imagery. (Client Announcements)
- Signed a seven-figure expansion contract with HEO for fully-automated non-Earth imaging services, advancing space domain awareness for defense, intelligence and commercial applications. (Client Announcements)
- Entered a two-year Gen-3 early access agreement with a new international customer, reflecting growing demand for high-resolution, low-latency satellite imagery and AI analytics. (Client Announcements)
- Adjusted earnings guidance for full-year 2025, projecting $105 million to $130 million in revenue. (Corporate Guidance, New/Confirmed)
- Awarded next phase of a U.S. Navy research contract to develop optical inter-satellite link terminals, aiming to enhance high-speed, secure data transfer between Gen-3 satellites. (Client Announcements)
Valuation Changes
- Consensus Analyst Price Target has risen slightly, increasing from $25.29 to $27.29 per share.
- Discount Rate has decreased marginally, moving from 7.39 percent to 7.22 percent.
- Revenue Growth assumptions remain virtually unchanged at approximately 30.1 percent.
- Net Profit Margin projections have edged down slightly, from 7.27 percent to 7.26 percent.
- Future P/E ratio has increased, rising from 78.5x to 84.4x. This reflects higher valuation expectations.
Disclaimer
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