O'Toole Brian E sold $437K of BKSY

Retail traders are investing in Rocket Lab (RKLB), AST SpaceMobile (ASTS), and Sidus Space (SIDU) amid SpaceX IPO excitement. RKLB and ASTS lead a Stocktwits poll, while SIDU shows high upside potential. RKLB is up 83%, ASTS 68%, and SIDU 82% this month. SIDU's stock offering caused a 20% drop. Analysts see 64.5% upside for SIDU, while others imply downside. Retail sentiment is 'extremely bullish' for SIDU.

BlackSky Technology will provide high-resolution optical satellites for a $1 billion AI-enabled satellite network. The constellation, involving partners like Marlan Space and Mistral AI, aims to deliver rapid data processing. BlackSky's Gen-3 satellites offer 35-centimeter imagery and the company is listed on the NYSE. Details on the project's timeline and funding allocation are pending.

BlackSky Technology Inc. (BKSY) was named the exclusive provider of very high-resolution electro-optical satellites for a new AI-enabled satellite constellation, part of a $1 billion investment led by a consortium including Marlan Space, Loft Orbital, and Mistral AI. The fifty-satellite constellation will serve users in France, Europe, and the UAE, with BlackSky Gen-3 satellites providing high-resolution imaging and AI-driven insights. The initiative was announced at the International Space Summ

BlackSky (BKSY) discussed its Q2 2026 earnings call, citing Gen-3 satellite performance and Spectra AI platform. It reported Q2 total revenue up 50% year over year, adjusted EBITDA margin of 14% on $33 million revenue, and $200 million year-to-date bookings. The company raised $150 million, boosting liquidity above $325 million, and said Gen-3 related products drove 90% of growth.

BlackSky said international intelligence subscriptions rose 150% in its latest quarter, driven by overseas contracts that now make up over 80% of its funded backlog. Space-based imagery and AI services revenue hit a record $24.5 million, up 50% sequentially, and total quarterly revenue was $33.3 million. Gen-3 imagery resolution is 35 cm.

BlackSky Technology (NYSE:BKSY) reported Q2 2026 revenue of $33.32M versus $22.20M a year earlier, with net loss narrowing to $20.83M and basic loss per share improving to $0.54. The company reaffirmed full-year 2026 revenue guidance of $130M to $150M, citing Gen-3 imagery and AI subscription momentum.