BlackSky Technology Inc.

NYSE:BKSY Aktierapport

Börsvärde: US$1.3b

BlackSky Technology Förvaltning

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BlackSky Technology VD är Brian O’Toole, utsedd i Sep 2021, har en mandatperiod på 4.67 år. totala årliga ersättningen är $ 7.76M, bestående av 6.6% lön 93.4% bonusar, inklusive företagsaktier och optioner. äger direkt 1.13% av företagets aktier, värda $ 14.86M. Den genomsnittliga mandatperioden för ledningsgruppen och styrelsen är 4.5 år respektive 4.7 år.

Viktig information

Brian O’Toole

Verkställande direktör

US$7.8m

Total ersättning

VD-lön i procent6.57%
Anställning som VD4.7yrs
Ägande av VD1.1%
Ledningens genomsnittliga anställningstid4.5yrs
Styrelsens genomsnittliga mandatperiod4.7yrs

Senaste uppdateringar av ledningen

Recent updates

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.

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.

BlackSky's Gen-3 Inflexion Meets High Market Expectations

Mar 28

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.

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.

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.

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).

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

Jan 28
BlackSky Technology Inc.'s (NYSE:BKSY) 39% Jump Shows Its Popularity With Investors

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.

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.

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.

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

Dec 14
BlackSky Technology Inc.'s (NYSE:BKSY) P/S Is Still On The Mark Following 38% Share Price Bounce

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.

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.

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

Oct 18
BlackSky Technology Inc. (NYSE:BKSY) Looks Just Right With A 27% Price Jump

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.

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.

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

Aug 19
BlackSky Technology Inc.'s (NYSE:BKSY) Stock Retreats 26% But Revenues Haven't Escaped The Attention Of Investors

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

Jul 04
Why Investors Shouldn't Be Surprised By BlackSky Technology Inc.'s (NYSE:BKSY) 90% Share Price Surge

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

May 06
Market Participants Recognise BlackSky Technology Inc.'s (NYSE:BKSY) Revenues Pushing Shares 27% Higher
User avatar

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.

BlackSky: Strong Growth And Improving Margins

Mar 25

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

Mar 11
With A 44% Price Drop For BlackSky Technology Inc. (NYSE:BKSY) You'll Still Get What You Pay For

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

Mar 09
US$18.57 - That's What Analysts Think BlackSky Technology Inc. (NYSE:BKSY) Is Worth After These Results

BlackSky Technology: Still Light Years From GAAP Profitability

Feb 11

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

Jan 25
BlackSky Technology Inc. (NYSE:BKSY) Looks Just Right With A 36% Price Jump

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

Jan 13
Does BlackSky Technology (NYSE:BKSY) Have A Healthy Balance Sheet?

BlackSky: Next-Gen Satellites Bring Opportunities And Risks

Nov 19

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

Nov 07
BlackSky Technology Inc.'s (NYSE:BKSY) 36% Jump Shows Its Popularity With Investors

BlackSky Technology: Progress Continues

Oct 03

Investors Give BlackSky Technology Inc. (NYSE:BKSY) Shares A 26% Hiding

Sep 13
Investors Give BlackSky Technology Inc. (NYSE:BKSY) Shares A 26% Hiding

Analys av ersättningar till VD

Hur har Brian O’Toole:s ersättning förändrats jämfört med BlackSky Technology:s resultat?
DatumTotal ersättningLönFöretagets resultat
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

Ersättning vs marknad: Brian s total kompensation ($USD 7.76M ) är över genomsnittet för företag av liknande storlek på US marknaden ($USD 5.47M ).

Ersättning vs inkomst: Ersättningen för Brian har ökat samtidigt som företaget är olönsamt.

VD OCH KONCERNCHEF

Brian O’Toole (61 yo)

4.7yrs
Anställning
US$7,764,307
Kompensation

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...

Ledningsgrupp

NamnPositionAnställningKompensationÄgarskap
Brian O’Toole
CEO, President & Director4.7yrsUS$7.76m1.13%
$ 14.9m
Henry Dubois
CFO & Principal Accounting Officer3.9yrsUS$2.50m1.19%
$ 15.6m
Christiana Lin
General Counsel4.7yrsUS$2.09m0.41%
$ 5.4m
Nicholas Merski
Chief Operating Officer5.5yrsinga uppgifteringa uppgifter
Patrick O'Neil
Chief Technology Officer2.8yrsinga uppgifteringa uppgifter
Aly Bonilla
Vice President of Investor Relationsno datainga uppgifteringa uppgifter
Lyn Chassagne
Chief Marketing & Product Officer3.3yrsinga uppgifteringa uppgifter
Tammy Viola
Vice President of People4.3yrsinga uppgifteringa uppgifter
John Riordan
Chief Revenue Officer4.7yrsinga uppgifteringa uppgifter
4.5yrs
Genomsnittlig anställningstid
61yo
Genomsnittlig ålder

Erfaren ledning: BKSY s ledningsgrupp anses vara erfaren ( 4.5 års genomsnittlig anställningstid).

Styrelseledamöter

NamnPositionAnställningKompensationÄgarskap
Brian O’Toole
CEO, President & Director4.7yrsUS$7.76m1.13%
$ 14.9m
Magid Abraham
Independent Director4.7yrsUS$239.99k0.15%
$ 2.0m
James Tolonen
Independent Director4.7yrsUS$254.48k0.18%
$ 2.4m
Timothy Harvey
Independent Director4.7yrsUS$239.99k0.13%
$ 1.7m
William Porteous
Independent Chairman4.7yrsUS$268.97k0.18%
$ 2.4m
Susan Gordon
Independent Director4.7yrsUS$239.99k0.18%
$ 2.4m
John F. Mulholland
Member of Strategic Advisory Board4.1yrsinga uppgifteringa uppgifter
David DiDomenico
Independent Director4.7yrsUS$239.99k0.62%
$ 8.1m
Joseph Kernan
Member of Strategic Advisory Board4.1yrsinga uppgifteringa uppgifter
Michael Dickey
Member of Strategic Advisory Board4.1yrsinga uppgifteringa uppgifter
4.7yrs
Genomsnittlig anställningstid
66.5yo
Genomsnittlig ålder

Erfaren styrelse: BKSY s styrelse anses vara erfaren ( 4.7 års genomsnittlig mandatperiod).

Företagsanalys och finansiella data Status

UppgifterSenast uppdaterad (UTC-tid)
Analys av företag2026/05/01 00:13
Aktiekurs vid dagens slut2026/05/01 00:00
Intäkter2025/12/31
Årlig intjäning2025/12/31

Datakällor

Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.

PaketUppgifterTidsramExempel US-källa
Företagets finansiella ställning10 år
  • Resultaträkning
  • Kassaflödesanalys
  • Balansräkning
Analytikernas konsensusuppskattningar+3 år
  • Prognos för finansiella poster
  • Analytikernas prismål
Marknadspriser30 år
  • Aktiekurser
  • Utdelningar, splittar och åtgärder
Ägarskap10 år
  • Största aktieägare
  • Insiderhandel
Förvaltning10 år
  • Ledningsgrupp
  • Styrelse och verkställande direktörer
Viktiga utvecklingstendenser10 år
  • Företagsmeddelanden

* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.

Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.

Analysmodell och snöflinga

Detaljer om analysmodellen som användes för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och tutorials på Youtube.

Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.

Industri- och sektormått

Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.

Källor för analytiker

BlackSky Technology Inc. bevakas av 10 analytiker. 10 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.

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