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BlackSky Technology Inc.

NYSE:BKSY 株式レポート

時価総額:US$843.5m

  • 会社概要
  • 評価
  • 将来の成長
  • 過去の実績
  • 財務の健全性
  • 配当金
  • マネジメント
  • 所有権
  • その他の情報
  • 株式コミュニティ

BlackSky Technology マネジメント

マネジメント 基準チェック /24

現在、CEO に関する十分な情報がありません。

主要情報

Brian O’Toole

最高経営責任者

US$7.8m

報酬総額

CEO給与比率6.57%
CEO在任期間5yrs
CEOの所有権1.1%
経営陣の平均在職期間4.5yrs
取締役会の平均在任期間5yrs

経営陣の近況

Recent updates

Seeking Alpha • Aug 09

BlackSky Technology Finally Delivers

Summary BlackSky Technology Inc. delivered strong 2Q26 results, with revenue up 50% YoY to $33.3 million, driven by Gen-3 subscription adoption. Gen-3 constellation is now a genuine revenue and earnings engine, producing a $100 million annualized run rate for high-margin imagery and AI services. Adjusted EBITDA reached $4.7 million (14.2% margin), with flat operating expenses despite higher revenue, signaling meaningful operating leverage as Gen-3 scales. I remain buy-rated on BKSY, seeing accelerating recurring revenue, expanding margins, and multiple growth vectors supporting significant upside as the business scales. Read the full article on Seeking Alpha
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ナラティブ更新 • Jul 08

BKSY: Gen 3 AI And Defense Contracts Will Drive Future Upside

Analysts have raised their fair value estimate for BlackSky Technology from $20.00 to $34.00, citing recent price target revisions across the Street as well as updated assumptions on revenue growth, profitability, and future P/E levels. Analyst Commentary Recent research on BlackSky Technology shows that not all market watchers are aligned with the higher fair value estimate, and some are flagging risks around how much of the recent share price move is backed by fundamentals versus sentiment around the broader space sector.
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ナラティブ更新 • Jun 24

BKSY: Government Space Contracts And AI Satellites Will Drive Future Upside

BlackSky Technology's analyst price target remains at $50, as analysts point to recent stock appreciation tied to broader space sector excitement and see limited additional upside based on current fundamentals. Analyst Commentary Recent research on BlackSky Technology highlights a split view, with the current US$50 price target framed against a rapid share price move that some analysts attribute largely to broader space sector enthusiasm rather than company specific developments.
分析記事 • Jun 22

BlackSky Technology (BKSY) Stock Could Be 28.4% Undervalued After Weaker Quarterly Results

BlackSky Technology (BKSY) is back in focus after a year over year drop in quarterly revenue and net profit, which raised fresh questions about operational efficiency, growth potential, and the company’s current valuation. See our latest analysis for BlackSky Technology. The weaker quarter and cautious technical signals seem to have knocked momentum for BlackSky Technology, with the share price down 39.44% over the past 30 days and 10.58% over the past week. Even so, the year to date share...
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ナラティブ更新 • Jun 09

BKSY: Government Space Domain Contracts Will Drive Gen 3 Upside Potential

Analysts have revised their price target for BlackSky Technology to $50, citing updated assumptions around higher revenue growth, a different profit margin profile, and a higher future P/E multiple as key drivers of the change. Analyst Commentary Recent Street research reflects a mixed but active view on BlackSky Technology, with several bullish analysts adjusting price targets and one major firm shifting to a more neutral stance at a US$50 target.
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ナラティブ更新 • May 26

BKSY: Overvaluation Risk Will Persist As Domestic Volume Recovery Remains Uncertain

Analysts have lifted their price target on BlackSky Technology from $27.63 to $40.50, citing updated assumptions around faster revenue growth, a lower discount rate, and a higher future P/E multiple, despite more conservative profit margin expectations. Analyst Commentary Recent research has focused on how BlackSky Technology is executing against its growth plans, how that ties into valuation assumptions, and where the risk and opportunity might sit for you as an investor.
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ナラティブ更新 • 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.
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ナラティブ更新 • 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.
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ナラティブ更新 • 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.
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ナラティブ更新 • 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.
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ナラティブ更新 • 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.
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ナラティブ更新 • 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.
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ナラティブ更新 • 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...
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ナラティブ更新 • 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.
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ナラティブ更新 • 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.
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ナラティブ更新 • 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...
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ナラティブ更新 • 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.
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ナラティブ更新 • 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...
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ナラティブ更新 • 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.
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ナラティブ更新 • 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...
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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...

CEO報酬分析

BlackSky Technology の収益と比較して、Brian O’Toole の報酬はどのように変化したか?
日付総報酬給与会社業績
Jun 30 2026n/an/a

-US$67m

Mar 31 2026n/an/a

-US$87m

Dec 31 2025US$8mUS$510k

-US$70m

Sep 30 2025n/an/a

-US$89m

Jun 30 2025n/an/a

-US$86m

Mar 31 2025n/an/a

-US$54m

Dec 31 2024US$3mUS$499k

-US$57m

Sep 30 2024n/an/a

-US$42m

Jun 30 2024n/an/a

-US$28m

Mar 31 2024n/an/a

-US$52m

Dec 31 2023US$3mUS$465k

-US$54m

Sep 30 2023n/an/a

-US$65m

Jun 30 2023n/an/a

-US$79m

Mar 31 2023n/an/a

-US$72m

Dec 31 2022US$3mUS$465k

-US$75m

Sep 30 2022n/an/a

-US$54m

Jun 30 2022n/an/a

-US$87m

Mar 31 2022n/an/a

-US$95m

Dec 31 2021US$18mUS$408k

-US$244m

Sep 30 2021n/an/a

-US$260m

Jun 30 2021n/an/a

-US$227m

Mar 31 2021n/an/a

-US$202m

Dec 31 2020US$815kUS$375k

-US$48m

報酬と市場: Brianの 総報酬 ($USD 7.76M ) は、 US市場 ($USD 3.52M ) の同規模の企業の平均を上回っています。

報酬と収益: Brianの報酬は増加しましたが、会社は利益を上げていません。


CEO

Brian O’Toole (62 yo)

5yrs
在職期間
US$7,764,307
報酬

Mr. Brian E. O’Toole is a Chief Executive Officer, President & Director at BlackSky Technology Inc since September 2021 and assumed chief executive officer duties for BlackSky Global in January 2019. He wa...


リーダーシップ・チーム

名称ポジション在職期間報酬所有権
Brian O’Toole
CEO, President & Director5yrsUS$7.76m1.07%
$ 9.0m
Henry Dubois
CFO & Principal Accounting Officer4.3yrsUS$2.50m0.46%
$ 3.9m
Christiana Lin
General Counsel5yrsUS$2.09m0.41%
$ 3.5m
Nicholas Merski
Chief Operating Officer5.8yrsデータなしデータなし
Patrick O'Neil
Chief Technology Officer3.1yrsデータなしデータなし
Aly Bonilla
Vice President of Investor Relationsno dataデータなしデータなし
Lyn Chassagne
Chief Marketing & Product Officer3.7yrsデータなしデータなし
Tammy Viola
Vice President of People4.7yrsデータなしデータなし
John Riordan
Chief Revenue Officer5yrsデータなしデータなし
Scot Currie
Senior Vice President of U.S. Government Engagementless than a yearデータなしデータなし
David Bottom
Chief Information Security Officerless than a yearデータなしデータなし
4.5yrs
平均在職期間
62yo
平均年齢

経験豊富な経営陣: BKSYの経営陣は 経験豊富 であると考えられます ( 4.5年の平均在職年数)。


取締役

名称ポジション在職期間報酬所有権
Brian O’Toole
CEO, President & Director5yrsUS$7.76m1.07%
$ 9.0m
Magid Abraham
Independent Director5yrsUS$239.99k0.14%
$ 1.2m
James Tolonen
Independent Director5yrsUS$254.48k0.17%
$ 1.4m
Timothy Harvey
Independent Director5yrsUS$239.99k0.12%
$ 1.0m
William Porteous
Independent Chairman5yrsUS$268.97k0.17%
$ 1.4m
Susan Gordon
Independent Director5yrsUS$239.99k0.17%
$ 1.4m
John F. Mulholland
Member of Strategic Advisory Board4.4yrsデータなしデータなし
David DiDomenico
Independent Director5yrsUS$239.99k0.56%
$ 4.7m
Joseph Kernan
Member of Strategic Advisory Board4.4yrsデータなしデータなし
Michael Dickey
Member of Strategic Advisory Board4.4yrsデータなしデータなし
5.0yrs
平均在職期間
67.5yo
平均年齢

経験豊富なボード: BKSYの 取締役会 は 経験豊富 であると考えられます ( 5年の平均在任期間)。


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2026/09/13 16:16
終値2026/09/11 00:00
収益2026/06/30
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
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
  • SECフォーム10-K
  • SECフォーム10-Q
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
  • アナリストリサーチレポート
  • Blue Matrix
市場価格30年
  • 株価
  • 配当、分割、措置
  • ICEマーケットデータ
  • SECフォームS-1
所有権10年
  • トップ株主
  • インサイダー取引
  • SECフォーム4
  • SECフォーム13D
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
  • SECフォーム10-K
  • SECフォームDEF 14A
主な進展10年
  • 会社からのお知らせ
  • SECフォーム8-K

* 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

この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、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。

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 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。10

アナリスト機関
Austin MoellerCanaccord Genuity
Jeffrey Van RheeCraig-Hallum Capital Group LLC
Xin YuDeutsche Bank

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