BlackSky Technology Inc.

NYSE:BKSY Rapport sur les actions

Capitalisation boursière : US$1.7b

BlackSky Technology Croissance future

Future contrôle des critères 5/6

BlackSky Technology devrait augmenter ses bénéfices et ses revenus de 70.2% et de 25% par an respectivement, tandis que le BPA devrait croître de croître de 72.2% par an.

Informations clés

70.2%

Taux de croissance des bénéfices

72.23%

Taux de croissance du BPA

Professional Services croissance des bénéfices15.2%
Taux de croissance des recettes25.0%
Rendement futur des capitaux propresn/a
Couverture par les analystes

Good

Dernière mise à jour13 May 2026

Mises à jour récentes de la croissance future

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
Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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).
Article d’analyse 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...
Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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.
Article d’analyse 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...
Mise à jour du récit 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.
Mise à jour du récit 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.
Article d’analyse 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...
Mise à jour du récit 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.
Mise à jour du récit 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.
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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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Nouveau récit 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
Article d’analyse 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...
Article d’analyse 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
Article d’analyse 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...
Article d’analyse 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
Article d’analyse 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

Prévisions de croissance des bénéfices et des revenus

NYSE:BKSY - Estimations futures des analystes et données financières antérieures (USD Millions )
DateRecettesLes revenusFlux de trésorerie disponibleCash from OpMoy. Nombre d'analystes
12/31/2028243619604
12/31/2027183-23-22438
12/31/2026138-57-43179
3/31/202698-87-111-58N/A
12/31/2025107-70-75-28N/A
9/30/2025102-89-64-21N/A
6/30/2025105-86-2219N/A
3/31/2025107-54-2025N/A
12/31/2024102-57-57-6N/A
9/30/2024107-42-55-6N/A
6/30/2024106-28-50-7N/A
3/31/2024100-52-47-5N/A
12/31/202394-54-61-17N/A
9/30/202378-65-92-21N/A
6/30/202374-79-99-32N/A
3/31/202370-72-95-48N/A
12/31/202265-75-89-44N/A
9/30/202257-54-64-55N/A
6/30/202248-87-67-61N/A
3/31/202241-95-71-56N/A
12/31/202134-244-55-54N/A
9/30/202129-260-44-43N/A
6/30/202126-227-31-31N/A
3/31/202124-202-25-24N/A
12/31/202021-48-32-32N/A
12/31/201914-60N/A-26N/A

Prévisions de croissance des analystes

Taux de revenus par rapport au taux d'épargne: BKSY devrait devenir rentable au cours des 3 prochaines années, ce qui est considéré comme une croissance plus rapide que le taux d'épargne ( 3.5% ).

Bénéfices vs marché: BKSY devrait devenir rentable au cours des 3 prochaines années, ce qui est considéré comme une croissance supérieure à la moyenne du marché.

Croissance élevée des bénéfices: BKSY devrait devenir rentable dans les 3 prochaines années.

Chiffre d'affaires vs marché: Le chiffre d'affaires de BKSY ( 25% par an) devrait croître plus rapidement que le marché US ( 11.6% par an).

Croissance élevée des revenus: Le chiffre d'affaires de BKSY ( 25% par an) devrait croître plus rapidement que 20% par an.


Prévisions de croissance du bénéfice par action


Rendement futur des capitaux propres

ROE futur: Données insuffisantes pour déterminer si le retour sur capitaux propres de BKSY devrait être élevé dans 3 ans


Découvrir les entreprises en croissance

Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/05/20 03:20
Cours de l'action en fin de journée2026/05/20 00:00
Les revenus2026/03/31
Revenus annuels2025/12/31

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

BlackSky Technology Inc. est couverte par 10 analystes. 9 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

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