BlackSky Technology（BKSY）株式概要
ブラックスカイ・テクノロジー社は、宇宙をベースとしたテクノロジー企業として、米国内外で事業を展開している。 詳細
BKSY Community Fair Values
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Analyst Price Targets
BlackSky Technology Inc. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$47.87 |
| 52週高値 | US$48.66 |
| 52週安値 | US$10.61 |
| ベータ | 2.44 |
| 1ヶ月の変化 | 41.50% |
| 3ヶ月変化 | 142.87% |
| 1年変化 | 342.01% |
| 3年間の変化 | 324.38% |
| 5年間の変化 | -39.80% |
| IPOからの変化 | -38.94% |
最新ニュース
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
ナラティブの更新 • 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.
ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.
ナラティブの更新 • 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).分析記事 • 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...ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...分析記事 • 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...分析記事 • 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...
新しいナラティブ • 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分析記事 • 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...分析記事 • 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分析記事 • 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...分析記事 • 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分析記事 • 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...株主還元
| BKSY | US Professional Services | US 市場 | |
|---|---|---|---|
| 7D | 11.3% | 1.9% | 1.2% |
| 1Y | 342.0% | -22.1% | 28.7% |
業界別リターン: BKSY過去 1 年間で-22.1 % の収益を上げたUS Professional Services業界を上回りました。
リターン対市場: BKSY過去 1 年間で28.7 % の収益を上げたUS市場を上回りました。
価格変動
| BKSY volatility | |
|---|---|
| BKSY Average Weekly Movement | 17.4% |
| Professional Services Industry Average Movement | 7.7% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.4% |
| 10% least volatile stocks in US Market | 3.1% |
安定した株価: BKSYの株価は、 US市場と比較して過去 3 か月間で変動しています。
時間の経過による変動: BKSYの weekly volatility ( 17% ) は過去 1 年間安定していますが、依然としてUSの株式の 75% よりも高くなっています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 2014 | 321 | Brian O’Toole | blacksky.com |
ブラックスカイ・テクノロジー社は、宇宙ベースのテクノロジー企業として、米国内外で事業を展開している。同社は、宇宙ベースのインテリジェンスと人工知能（AI）サービス、ミッション・ソリューション、およびクラウド・コンピューティングとホスティング・サービス、特定のコンポーネントの構築とテストのための直接資材、および同社の技術の顧客導入と運用統合を強化するサービス・ソリューションのための社内労働力で構成される高度技術プログラムを提供している。また、同社独自の衛星コンステレーションや、合成開口レーダーや無線周波数衛星、GPS対応の地上データソース、モノのインターネットに接続されたデバイスなどのサードパーティセンサーからのデータを統合することで、さまざまな観測データを処理するAI対応ソフトウェアプラットフォーム、BlackSky Spectraも提供している。さらに、港湾、空港、建設現場、小売業活動、商品備蓄、その他重要な商品やサプライチェーンの在庫がある場所など、重要な場所における重要な生活パターンの変化を検出するのに役立つ、物体、変化、異常の検出、現場監視、強化された分析に関連するさまざまなサービスを提供している。さらに、カスタマイズされた高度な衛星とペイロードシステムを開発・提供している。同社の製品とサービスは、国家安全保障、サプライチェーンの回復力、経済情報、その他の重要な意思決定要件に使用されている。米国連邦政府とその機関、国際的な政府、機関、組織、およびエネルギー・公共事業、保険、商品、鉱業、製造、物流、サプライチェーン管理、農業、環境モニタリング、災害・リスク管理、エンジニアリング・建設、小売、消費者行動などの商業・産業インフラ市場にサービスを提供している。BlackSky Technology Inc.は2014年に設立され、バージニア州ハーンドンに本社を置いている。
BlackSky Technology Inc. 基礎のまとめ
| BKSY 基礎統計学 | |
|---|---|
| 時価総額 | US$1.78b |
| 収益（TTM） | -US$87.11m |
| 売上高(TTM) | US$97.81m |
18.2x
P/Sレシオ-20.4x
PER（株価収益率BKSY は割高か？
公正価値と評価分析を参照収益と収入
| BKSY 損益計算書（TTM） | |
|---|---|
| 収益 | US$97.81m |
| 売上原価 | US$30.04m |
| 売上総利益 | US$67.77m |
| その他の費用 | US$154.88m |
| 収益 | -US$87.11m |
直近の収益報告
Mar 31, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | -2.35 |
| グロス・マージン | 69.29% |
| 純利益率 | -89.07% |
| 有利子負債／自己資本比率 | 250.8% |
BKSY の長期的なパフォーマンスは？
過去の実績と比較を見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/05/25 06:51 |
| 終値 | 2026/05/22 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
BlackSky Technology Inc. 9 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。9
| アナリスト | 機関 |
|---|---|
| Austin Moeller | Canaccord Genuity |
| Jeffrey Van Rhee | Craig-Hallum Capital Group LLC |
| Xin Yu | Deutsche Bank |