BlackSky Technology Inc.

NYSE:BKSY Stok Raporu

Piyasa değeri: US$834.6m

BlackSky Technology Yönetim

Yönetim kriter kontrolleri 2/4

BlackSky Technology CEO'su Brian O’Toole, Sep2021 tarihinde atandı, in görev süresi 4.83 yıldır. in toplam yıllık tazminatı $ 7.76M olup, şirket hissesi ve opsiyonları dahil olmak üzere 6.6% maaş ve 93.4% ikramiyelerden oluşmaktadır. şirketin hisselerinin 1.18% ine doğrudan sahiptir ve bu hisseler $ 9.87M değerindedir. Yönetim ekibinin ve yönetim kurulunun ortalama görev süresi sırasıyla 4.3 yıl ve 4.8 yıldır.

Anahtar bilgiler

Brian O’Toole

İcra Kurulu Başkanı

US$7.8m

Toplam tazminat

CEO maaş yüzdesi6.57%
CEO görev süresi4.8yrs
CEO sahipliği1.2%
Yönetim ortalama görev süresi4.3yrs
Yönetim Kurulu ortalama görev süresi4.8yrs

Son yönetim güncellemeleri

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
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Analiz Makalesi 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...
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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).
Analiz Makalesi 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...
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Analiz Makalesi 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...
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Analiz Makalesi 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...
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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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Yeni Anlatı 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
Analiz Makalesi 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...
Analiz Makalesi 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
Analiz Makalesi 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...

CEO Tazminat Analizi

Brian O’Toole'un ücretlendirmesi BlackSky Technology'un kazancına kıyasla nasıl değişti?
TarihToplam TazminatMaaşŞirket Kazançları
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

Tazminat ve Piyasa: Brian 'nin toplam tazminatı ($USD 7.76M ), US pazarındaki benzer büyüklükteki şirketler için ortalamanın üzerindedir ($USD 3.56M ).

Tazminat ve Kazançlar: Brian şirketinin tazminatı, şirket kârsız olduğu sürece artırıldı.


CEO

Brian O’Toole (62 yo)

4.8yrs
Görev süresi
US$7,764,307
Tazminat

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...


Liderlik Ekibi

İsimPozisyonGörev süresiTazminatSahiplik
Brian O’Toole
CEO, President & Director4.8yrsUS$7.76m1.18%
$ 9.9m
Henry Dubois
CFO & Principal Accounting Officer4.1yrsUS$2.50m0.52%
$ 4.3m
Christiana Lin
General Counsel4.8yrsUS$2.09m0.45%
$ 3.8m
Nicholas Merski
Chief Operating Officer5.7yrsVeri yokVeri yok
Patrick O'Neil
Chief Technology Officer2.9yrsVeri yokVeri yok
Aly Bonilla
Vice President of Investor Relationsno dataVeri yokVeri yok
Lyn Chassagne
Chief Marketing & Product Officer3.5yrsVeri yokVeri yok
Tammy Viola
Vice President of People4.5yrsVeri yokVeri yok
John Riordan
Chief Revenue Officer4.8yrsVeri yokVeri yok
Scot Currie
Senior Vice President of U.S. Government Engagementless than a yearVeri yokVeri yok
David Bottom
Chief Information Security Officerless than a yearVeri yokVeri yok
4.3yrs
Ortalama Görev Süresi
62yo
Ortalama Yaş

Deneyimli Yönetim: BKSY 'un yönetim ekibi deneyimli olarak değerlendirilmektedir (ortalama görev süresi 4.3 yıldır).


Yönetim Kurulu Üyeleri

İsimPozisyonGörev süresiTazminatSahiplik
Brian O’Toole
CEO, President & Director4.8yrsUS$7.76m1.18%
$ 9.9m
Magid Abraham
Independent Director4.8yrsUS$239.99k0.15%
$ 1.3m
James Tolonen
Independent Director4.8yrsUS$254.48k0.18%
$ 1.5m
Timothy Harvey
Independent Director4.8yrsUS$239.99k0.13%
$ 1.1m
William Porteous
Independent Chairman4.8yrsUS$268.97k0.18%
$ 1.5m
Susan Gordon
Independent Director4.8yrsUS$239.99k0.19%
$ 1.5m
John F. Mulholland
Member of Strategic Advisory Board4.3yrsVeri yokVeri yok
David DiDomenico
Independent Director4.8yrsUS$239.99k0.61%
$ 5.1m
Joseph Kernan
Member of Strategic Advisory Board4.3yrsVeri yokVeri yok
Michael Dickey
Member of Strategic Advisory Board4.3yrsVeri yokVeri yok
4.8yrs
Ortalama Görev Süresi
67.5yo
Ortalama Yaş

Deneyimli Yönetim Kurulu: BKSY 'nin yönetim kurulu üyeleri deneyimli olarak kabul edilir (ortalama görev süresi 4.8 yıldır).


Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/07/23 00:34
Gün Sonu Hisse Fiyatı2026/07/23 00:00
Kazançlar2026/03/31
Yıllık Kazançlar2025/12/31

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına Github sayfamızdan ulaşabilirsiniz; ayrıca raporlarımızı nasıl kullanacağınıza dair kılavuzlarımız ve YouTube’da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

BlackSky Technology Inc. 10 Bu analistlerden 9, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

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