BlackSky Technology 過去の業績
過去 基準チェック /06
BlackSky Technologyは29.8%の年平均成長率で業績を伸ばしているが、Professional Services業界はgrowingで10.9%毎年増加している。売上は成長しており、年平均24.9%の割合である。
主要情報
29.80%
収益成長率
68.53%
EPS成長率
| Professional Services 業界の成長 | 10.99% |
| 収益成長率 | 24.93% |
| 株主資本利益率 | -107.80% |
| ネット・マージン | -89.07% |
| 次回の業績アップデート | 06 Aug 2026 |
最近の業績更新
Recent updates
Seeking Alpha • Jul 16
BlackSky: Their Tech Is Ahead Of The Curve - Here's What We Need To See In Earnings
Summary BlackSky Technology Inc. is transitioning from a satellite imagery provider to an AI-driven, real-time intelligence platform targeting defense workflows. BKSY’s investment thesis hinges on scaling pilot programs into multi-year, high-margin recurring contracts, leveraging proprietary Gen-3 architecture and embedded machine learning models. Despite a $350M+ backlog and management’s $140M full-year revenue guide, near-term execution risks persist with Q1 revenue down 29.5% YoY and ongoing guidance misses. Valuation remains premium at 6–7x forward sales; upcoming earnings must show accelerating growth, backlog conversion, and traction in analytics to justify multiples. Read the full article on Seeking Alpha
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.
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...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.
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.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.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.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.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.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.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.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...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.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.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...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.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...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.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...
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収支内訳
収支内訳
BlackSky Technology の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。
収益と収入の歴史
| 日付 | 収益 | 収益 | G+A経費 | 研究開発費 |
|---|---|---|---|---|
| 31 Mar 26 | 98 | -87 | 91 | 0 |
| 31 Dec 25 | 107 | -70 | 89 | 0 |
| 30 Sep 25 | 102 | -89 | 85 | 1 |
| 30 Jun 25 | 105 | -86 | 81 | 1 |
| 31 Mar 25 | 107 | -54 | 77 | 1 |
| 31 Dec 24 | 102 | -57 | 75 | 1 |
| 30 Sep 24 | 107 | -42 | 72 | 1 |
| 30 Jun 24 | 106 | -28 | 72 | 1 |
| 31 Mar 24 | 100 | -52 | 72 | 1 |
| 31 Dec 23 | 94 | -54 | 73 | 1 |
| 30 Sep 23 | 78 | -65 | 76 | 1 |
| 30 Jun 23 | 74 | -79 | 77 | 1 |
| 31 Mar 23 | 70 | -72 | 76 | 1 |
| 31 Dec 22 | 65 | -75 | 80 | 1 |
| 30 Sep 22 | 57 | -54 | 88 | 0 |
| 30 Jun 22 | 48 | -87 | 110 | 0 |
| 31 Mar 22 | 41 | -95 | 101 | 0 |
| 31 Dec 21 | 34 | -244 | 87 | 0 |
| 30 Sep 21 | 29 | -260 | 66 | 0 |
| 30 Jun 21 | 26 | -227 | 32 | 0 |
| 31 Mar 21 | 24 | -202 | 29 | 0 |
| 31 Dec 20 | 21 | -48 | 29 | 0 |
| 31 Dec 19 | 14 | -60 | 34 | 1 |
質の高い収益: BKSYは現在利益が出ていません。
利益率の向上: BKSYは現在利益が出ていません。
フリー・キャッシュフローと収益の比較
過去の収益成長分析
収益動向: BKSYは利益を出していないが、過去 5 年間で年間29.8%の割合で損失を削減してきた。
成長の加速: BKSYの過去 1 年間の収益成長を 5 年間の平均と比較することはできません。現在は利益が出ていないためです。
収益対業界: BKSYは利益が出ていないため、過去 1 年間の収益成長をProfessional Services業界 ( 8.5% ) と比較することは困難です。
株主資本利益率
高いROE: BKSYは現在利益が出ていないため、自己資本利益率 ( -107.8% ) はマイナスです。
総資産利益率
使用総資本利益率
過去の好業績企業の発掘
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 | 2026/07/24 21:50 |
| 終値 | 2026/07/24 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
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。10
| アナリスト | 機関 |
|---|---|
| Austin Moeller | Canaccord Genuity |
| Jeffrey Van Rhee | Craig-Hallum Capital Group LLC |
| Xin Yu | Deutsche Bank |