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BlackSky Technology Inc.Informe acción NYSE:BKSY

Capitalización bursátil US$1.7b
Precio de las acciones
US$45.58
US$27.63
65.0% sobrevalorado descuento intrínseco
1Y300.5%
7D10.8%
Valor de la cartera
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BlackSky Technology Inc.

Informe acción NYSE:BKSY

Capitalización de mercado: US$1.7b

BlackSky Technology (BKSY) Resumen de Acciones

BlackSky Technology Inc. opera como empresa de tecnología espacial en Estados Unidos y a escala internacional. Saber más

Análisis fundamental de BKSY
Puntuación del snowflake
Valoración2/6
Crecimiento futuro5/6
Rendimiento pasado0/6
Salud financiera3/6
Dividendos0/6

BKSY Community Fair Values

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See what 99 others think this stock is worth. Follow their fair value or set your own to get alerts.

Competidores de BlackSky Technology Inc.

Historial de precios y rendimiento

Resumen de las cotizaciones máximas, mínimas y variaciones del BlackSky Technology
Precios históricos de las acciones
Precio actual de la acciónUS$45.58
Máximo en las últimas 52 semanasUS$46.44
Mínimo de 52 semanasUS$9.88
Beta2.44
Cambio en 1 mes21.81%
Variación en 3 meses112.79%
Cambio de 1 año300.53%
Variación en 3 años309.89%
Variación en 5 años-42.68%
Variación desde la OPV-41.86%

Noticias y actualizaciones recientes

Seeking Alpha May 10

BlackSky: Another Lackluster Quarter, Shares Look Dramatically Overvalued

Summary BlackSky Technology reported a disappointing Q1, with revenues down 29.5% year-over-year and EPS badly missing expectations. BKSY raised full-year midpoint revenue guidance to $140 million, implying 31% growth, but so far that optimism isn't reflected in results. The stock trades at 16x EV/Sales despite stagnant revenues, leaving valuation highly vulnerable if sector momentum fades or the company misses guidance. Even if the company hits its ambitious full-year guide, shares still appear to be overvalued. Read the full article on Seeking Alpha

Recent updates

Seeking Alpha May 10

BlackSky: Another Lackluster Quarter, Shares Look Dramatically Overvalued

Summary BlackSky Technology reported a disappointing Q1, with revenues down 29.5% year-over-year and EPS badly missing expectations. BKSY raised full-year midpoint revenue guidance to $140 million, implying 31% growth, but so far that optimism isn't reflected in results. The stock trades at 16x EV/Sales despite stagnant revenues, leaving valuation highly vulnerable if sector momentum fades or the company misses guidance. Even if the company hits its ambitious full-year guide, shares still appear to be overvalued. Read the full article on Seeking Alpha
Actualización de narrativa May 04

BKSY: Overvaluation Risk Will Hinge On Domestic Volume Recovery Through 2026

Analysts have raised their average price target on BlackSky stock to around $27, up from about $23. They cited stronger Q4 execution, steady international demand and potential benefits from growing interest in low cost, scalable defense and surveillance solutions.
Actualización de narrativa Apr 20

BKSY: Defense Demand And Gen 3 Ramp Will Shape Balanced Outlook

Analysts have nudged the average BlackSky Technology price target higher by $4 to $27, pointing to stronger Q4 execution, resilient international demand, and a view that current outlooks still include some conservatism around domestic volume recovery and the Gen-3 constellation ramp. Analyst Commentary Recent Street research reflects a constructive tone around BlackSky Technology, with several bullish analysts revisiting their valuation work following the latest Q4 and full-year updates.
Actualización de narrativa Apr 05

BKSY: Rising Defense And Counter Drone Demand Will Drive Long Term Upside

Analysts have raised their price target on BlackSky Technology to $27, citing stronger Q4 execution, resilient international demand, and a supportive 2026 outlook, along with ongoing interest in the company as a secondary play on growing defense and counter drone needs. Analyst Commentary Bullish analysts are pointing to stronger Q4 execution, expanding international demand, and progress on the Gen 3 constellation as key reasons for their more constructive stance on BlackSky Technology.
Actualización de narrativa Mar 21

BKSY: International Defense Demand And 2026 Guidance Will Shape Balanced Outlook

Analysts now estimate BlackSky’s fair value at approximately $27.63 per share, up from about $27.29, citing recent price target revisions in the $23 to $27 range and continued interest in its position as a secondary beneficiary of evolving defense and intelligence demand. Analyst Commentary Recent research updates around BlackSky focus on how the company is executing against demand for defense and intelligence data, how that execution lines up with current valuation targets, and what could support or pressure those targets over the next few years.
Actualización de narrativa Mar 07

BKSY: Rising Defense Demand And Gen 3 Rollout Will Drive Long Term Upside

Narrative Update: BlackSky Technology The updated analyst price target for BlackSky Technology reflects a modest fair value adjustment, alongside higher projected profit margins and a lower, though still very large, forward P/E multiple of about 132x. Analysts point to solid Q4 execution, ongoing international demand, and potential benefits from rising interest in lower cost defense and intelligence solutions.
Actualización de narrativa Feb 21

BKSY: New Gen 3 Defense Contracts Will Support Long Term Upside

Analysts have modestly adjusted their price target framework for BlackSky Technology, reflecting small parameter updates to the discount rate, revenue growth outlook, profit margin assumptions, and a lower future P/E multiple. Together, these changes point to a slightly different risk and return balance around the current fair value estimate of about $40.08 per share.
Actualización de narrativa Feb 07

BKSY: New Equity Offering And Gen 3 Rollout Will Restrain Returns

Analysts have reiterated a fair value estimate of $20.00 for BlackSky Technology, citing slightly adjusted assumptions for discount rate, revenue growth, profit margin and future P/E that together fine tune, rather than overhaul, their outlook on the stock. What's in the News BlackSky secured multiple Gen-3 Assured services contracts with a new international defense customer, described as totaling seven figures and focused on time sensitive tactical ISR needs and space based monitoring integrated into existing intelligence workflows (Key Developments).
Artículo de análisis Jan 28

BlackSky Technology Inc.'s (NYSE:BKSY) 39% Jump Shows Its Popularity With Investors

BlackSky Technology Inc. ( NYSE:BKSY ) shares have had a really impressive month, gaining 39% after a shaky period...
Actualización de narrativa Jan 23

BKSY: Gradual Gen 3 Rollout Will Pressure Forward Returns

Narrative Update Overview Analysts now place BlackSky Technology's fair value at US$20.00, reduced from US$24.00. They cite updated revenue and EBITDA estimates that reflect a more gradual Gen-3 constellation rollout and ongoing budget uncertainty.
Actualización de narrativa Jan 09

BKSY: Gradual Gen 3 Rollout Will Support Long Term Upside Potential

Analysts have trimmed their price target on BlackSky Technology to US$20 from US$24, citing revised expectations for a more gradual Gen-3 constellation rollout and continued budget uncertainty, which also leads them to lower revenue and adjusted EBITDA estimates for 2026 and 2027. Analyst Commentary Recent commentary around BlackSky reflects a mix of caution on timing and continued interest in the long term potential of the business.
Actualización de narrativa Dec 26

BKSY: Future Gen 3 Rollout Will Drive Long Term Upside

Analysts have modestly reduced their price target on BlackSky Technology, trimming fair value estimates by about $1.25 per share to approximately $40.59. They are factoring in a slower Gen 3 constellation rollout and ongoing budget uncertainty, which temper near term revenue and EBITDA expectations.
Artículo de análisis Dec 14

BlackSky Technology Inc.'s (NYSE:BKSY) P/S Is Still On The Mark Following 38% Share Price Bounce

BlackSky Technology Inc. ( NYSE:BKSY ) shareholders are no doubt pleased to see that the share price has bounced 38% in...
Actualización de narrativa Dec 12

BKSY: Future Contract Wins Will Drive Confidence In Long Term Upside

Analysts have modestly reduced their price target on BlackSky Technology to about $41.84 per share, down from $31.00, citing more conservative revenue and EBITDA expectations tied to a slower Gen-3 constellation rollout and ongoing budget uncertainty. Analyst Commentary Bullish analysts acknowledge the trimmed price target and reduced forward estimates but continue to see long term strategic value in BlackSky's differentiated real time geospatial intelligence platform.
Actualización de narrativa Oct 24

Gen-3 Satellite Advancements Will Drive International Expansion And Defense Opportunities

Analysts have slightly raised their price target for BlackSky Technology to $27.29 per share, citing modest adjustments to the discount rate and profit margin projections. They have maintained an optimistic outlook on revenue growth.
Artículo de análisis Oct 18

BlackSky Technology Inc. (NYSE:BKSY) Looks Just Right With A 27% Price Jump

BlackSky Technology Inc. ( NYSE:BKSY ) shares have had a really impressive month, gaining 27% after a shaky period...
Actualización de narrativa Oct 10

Gen-3 Satellite And Spectra Analytics Will Expand International Markets

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.
Actualización de narrativa Sep 13

Gen-3 Satellite And Spectra Analytics Will Expand International Markets

Driven by major contract wins, strong government demand, and clear technology differentiation—although tempered by valuation concerns after significant share price gains—analysts have raised BlackSky Technology’s consensus price target modestly from $24.38 to $25.29. Analyst Commentary Bullish analysts highlight BlackSky's selection for the $200M Luno B contract and the $1.02B EOCL contract as key drivers of future revenue and market validation.
Artículo de análisis Aug 19

BlackSky Technology Inc.'s (NYSE:BKSY) Stock Retreats 26% But Revenues Haven't Escaped The Attention Of Investors

NYSE:BKSY 1 Year Share Price vs Fair Value Explore BlackSky Technology's Fair Values from the Community and select...
Artículo de análisis Jul 04

Why Investors Shouldn't Be Surprised By BlackSky Technology Inc.'s (NYSE:BKSY) 90% Share Price Surge

BlackSky Technology Inc. ( NYSE:BKSY ) shares have continued their recent momentum with a 90% gain in the last month...
Artículo de análisis May 06

Market Participants Recognise BlackSky Technology Inc.'s (NYSE:BKSY) Revenues Pushing Shares 27% Higher

Those holding BlackSky Technology Inc. ( NYSE:BKSY ) shares would be relieved that the share price has rebounded 27% in...
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Nueva narrativa Mar 30

Gen-3 Satellite Rollout Will Expand Global Constellation

The Gen-3 satellite launch and expanded government contracts drive demand, revenue, and future growth, enhancing BlackSky's competitive advantage.
Seeking Alpha Mar 25

BlackSky: Strong Growth And Improving Margins

Summary BlackSky has successfully launched its first Gen-3 satellite, which is now providing high-resolution imagery. BlackSky also continues to have considerable commercial success, with the company's backlog providing support for expected strong growth in 2025. BlackSky's margins continue to improve with scale, although CapEx remains elevated, and an accounting change will weigh on margins in the near-term. BlackSky's valuation appears low given current growth expectations and the fact the company should transition to profitability over the next 1–2 years. Read the full article on Seeking Alpha
Artículo de análisis Mar 11

With A 44% Price Drop For BlackSky Technology Inc. (NYSE:BKSY) You'll Still Get What You Pay For

BlackSky Technology Inc. ( NYSE:BKSY ) shareholders won't be pleased to see that the share price has had a very rough...
Artículo de análisis Mar 09

US$18.57 - That's What Analysts Think BlackSky Technology Inc. (NYSE:BKSY) Is Worth After These Results

BlackSky Technology Inc. ( NYSE:BKSY ) just released its latest yearly report and things are not looking great...
Seeking Alpha Feb 11

BlackSky Technology: Still Light Years From GAAP Profitability

Summary The space sector is booming, and traders are taking a look at smaller-capitalization space names like BlackSky Technology Inc. BlackSky's focus on geospatial intelligence is interesting, but commercial adoption has remained fairly modest. Despite improved cost management, BlackSky is still struggling to reach profitability, and it has to keep spending significant sums on capital expenditures. Given the recent BKSY stock rally and weak quarterly earnings results, it's prudent to wait for a potentially cheaper entry point. Read the full article on Seeking Alpha
Artículo de análisis Jan 25

BlackSky Technology Inc. (NYSE:BKSY) Looks Just Right With A 36% Price Jump

Despite an already strong run, BlackSky Technology Inc. ( NYSE:BKSY ) shares have been powering on, with a gain of 36...
Artículo de análisis Jan 13

Does BlackSky Technology (NYSE:BKSY) Have A Healthy Balance Sheet?

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Seeking Alpha Nov 19

BlackSky: Next-Gen Satellites Bring Opportunities And Risks

Summary BlackSky's Q3 results were weak, which the company attributed to contract timing. As a result, full-year guidance remains unchanged. While Q3 earnings caused BlackSky's stock to drop, its share price has since recovered, creating pressure to perform in the coming quarters. The satellite imagery market is becoming more competitive, particularly as next-gen satellites with higher-resolution, lower latency and hyperspectral capabilities are introduced. BlackSky's valuation is reasonable, but the company will need far greater scale to generate the high margins investors expect. This could be difficult with increasing competition. Read the full article on Seeking Alpha
Artículo de análisis Nov 07

BlackSky Technology Inc.'s (NYSE:BKSY) 36% Jump Shows Its Popularity With Investors

Those holding BlackSky Technology Inc. ( NYSE:BKSY ) shares would be relieved that the share price has rebounded 36% in...
Seeking Alpha Oct 03

BlackSky Technology: Progress Continues

Summary BlackSky Technology Inc. has shown some significant progress since my last article 10 months ago, warranting a fresh evaluation of its investment potential. The company continues to narrow its operating losses as it continues to see solid revenue growth. BlackSky also recently did a reverse stock split, addressed its near/medium term funding needs, and got an upgrade from Oppenheimer. An updated analysis around BlackSky Technology, Inc. follows in the paragraphs below. Read the full article on Seeking Alpha

Rentabilidad de los accionistas

BKSYUS Professional ServicesMercado US
7D10.8%4.3%-0.3%
1Y300.5%-24.3%26.7%

Rentabilidad vs. Industria: BKSY superó a la industria US Professional Services, que obtuvo un rendimiento del -24.3% el año pasado.

Rentabilidad vs. Mercado: BKSY superó al mercado US, que obtuvo un rendimiento del 26.7% el año pasado.

Volatilidad de los precios

Is BKSY's price volatile compared to industry and market?
BKSY volatility
BKSY Average Weekly Movement17.2%
Professional Services Industry Average Movement7.9%
Market Average Movement7.2%
10% most volatile stocks in US Market16.2%
10% least volatile stocks in US Market3.2%

Precio estable de las acciones: El precio de las acciones de BKSY ha sido volátil durante los últimos 3 meses en comparación con el mercado US.

Volatilidad a lo largo del tiempo: La volatilidad semanal de BKSY(17%) se ha mantenido estable durante el último año, pero sigue siendo superior al 75% de las acciones de US.

Acerca de la empresa

FundadaEmpleadosCEOPágina web
2014321Brian O’Tooleblacksky.com

BlackSky Technology Inc. opera como empresa de tecnología basada en el espacio en Estados Unidos e internacionalmente. La empresa ofrece servicios de inteligencia espacial e inteligencia artificial (IA), soluciones para misiones y programas de tecnología avanzada consistentes en servicios de computación en la nube y alojamiento, materiales directos para construir y probar componentes específicos y mano de obra interna para soluciones de servicios que mejoran la adopción por parte del cliente y la integración operativa de la tecnología de la empresa. También proporciona BlackSky Spectra, una plataforma de software habilitada para IA que procesa una serie de observaciones mediante la integración de datos de la constelación de satélites propiedad de la empresa y de otros sensores de terceros, como radares de apertura sintética y satélites de radiofrecuencia, fuentes de datos terrestres habilitadas para GPS y dispositivos conectados a Internet de las Cosas.

Resumen de fundamentos de BlackSky Technology Inc.

¿Cómo se comparan los beneficios e ingresos de BlackSky Technology con su capitalización de mercado?
Estadísticas fundamentales de BKSY
Capitalización bursátilUS$1.68b
Beneficios(TTM)-US$87.11m
Ingresos (TTM)US$97.81m
17.3x
Ratio precio-ventas (PS)
-19.4x
Ratio precio-beneficio (PE)

Beneficios e Ingresos

Estadísticas clave de rentabilidad del último informe de resultados (TTM)
Cuenta de resultados (TTM) de BKSY
IngresosUS$97.81m
Coste de los ingresosUS$30.04m
Beneficio brutoUS$67.77m
Otros gastosUS$154.88m
Beneficios-US$87.11m

Últimos beneficios comunicados

Mar 31, 2026

Próxima fecha de beneficios

n/a

Beneficios por acción (BPA)-2.35
Margen bruto69.29%
Margen de beneficio neto-89.07%
Ratio deuda/patrimonio250.8%

¿Cómo se ha desempeñado BKSY a largo plazo?

Ver rendimiento histórico y comparativa

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/20 07:19
Precio de las acciones al final del día2026/05/20 00:00
Beneficios2026/03/31
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

BlackSky Technology Inc. está cubierta por 10 analistas. 9 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Austin MoellerCanaccord Genuity
Jeffrey Van RheeCraig-Hallum Capital Group LLC
Xin YuDeutsche Bank