$BKSY

BlackSky Technology Inc.

alphai earnings readsecond quarter of 2026 · AUG 6BLACKSKY REPORTS SECOND QUARTER 2026 RESULTS Total Revenue Grows 50% YoY Driven by Demand for Gen-3Verdict: strong

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Is BlackSky Technology (BKSY) Stock Outpacing Its Business Services Peers This Year?

BlackSky Technology (BKSY) and Enpro (NPO) are outperforming their Business Services peers with year-to-date returns of 31.6% and 44.2%, respectively. Both have a Zacks Rank of #2 (Buy), indicating positive analyst sentiment and earnings outlook improvements. The Business Services sector has declined 7% on average this year.

BlackSky Technology (BKSY) Secured A New International Contract, Is The Pullback An Opportunity?

BlackSky Technology (BKSY) secured a multi-year, seven-figure international contract for its satellite imagery and AI analytics services. The company's share price has seen volatility, with a 90-day decline of 42.03% but a 1-year return of 60.59%. Analysts have mixed views on its valuation, with some arguing it is undervalued at $27.75, while others point to a high P/S ratio of 10.4x.

BKSY sentiment & insider activity

Over the past 7 days, alphai's AI scored 3 news stories mentioning BKSY (BlackSky Technology Inc.). Coverage has skewed bullish: 3 bullish, 0 neutral, and 0 bearish.

Recent BKSY coverage spans sector analysis, financial news and earnings.

What's driving BKSY

alphai scores every news story that mentions BKSY with an AI model for sentiment and relevance, and aggregates insider trades from BlackSky Technology Inc.'s SEC EDGAR Form 4 filings. Figures refresh continuously.

News on $BKSY

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$BKSYLow

BlackSky Technology (BKSY) Secured A New International Contract, Is The Pullback An Opportunity?

BlackSky Technology (BKSY) secured a multi-year, seven-figure international contract for its satellite imagery and AI analytics services. The company's share price has seen volatility, with a 90-day decline of 42.03% but a 1-year return of 60.59%. Analysts have mixed views on its valuation, with some arguing it is undervalued at $27.75, while others point to a high P/S ratio of 10.4x.

BlackSky builds Gen-3 satellites ahead of sovereign orders, targeting one-year delivery for government intelligence customers

BlackSky said it is building Gen-3 satellites in advance of sovereign government orders to enable delivery within about a year, rather than 3 to 5 years for systems starting from scratch. Gen-3 targets 35 cm imagery and low-latency operations, with software Spectra and AI services. BlackSky reported Q2 revenue of $33.3m, up 50% y/y.

$BKSYMed

BlackSky (BKSY) Q2 2026 Earnings Call Transcript

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.

5 Space Stocks Ready to Rocket Higher After the SpaceX Hangover

The article argues that after SpaceX’s June 12 IPO, space stocks fell and are now rebounding, citing sector earnings and SpaceX clearing an initial post-IPO lockup. It highlights five publicly traded names with recent results and guidance, including RDW Q2 revenue $117.1M (+89.6%), BKSY $100M annualized run rate, RKLB Q2 revenue $234M (+62%), ASTS backlog $1.3B and $1.15B note, and SpaceX parent SPCX Q2 revenue $7.8B (+92%).

$BKSYMed

Is BlackSky Technology (BKSY) A Bargain As Its New Contract Adds Revenue Visibility?

BlackSky Technology (BKSY) won an international seven-figure, multi-year contract for Assured and On-Demand satellite imagery and AI analytics subscriptions, adding revenue visibility. The article cites its 6 Aug 2026 Q2 update and notes mixed stock performance. A valuation narrative sets fair value at $40.50 versus $30.99 close, while concerns include Gen-3/Arrow capex and possible equity dilution.

Space Stocks Crashed in July. Their Businesses Didn’t.

Space stocks fell in July, with BlackSky (BKSY) down about 20%, Rocket Lab (RKLB), AST SpaceMobile (ASTS) and Planet Labs (PL) down over 30%, and SpaceX (SPCX) down more than 50% from its June 16 record close. The article cites company results including BKSY revenue up 50% YoY and positive adjusted EBITDA, Redwire (RDW) revenue up nearly 90% YoY and $542m backlog, and SpaceX revenue up 92% with AI segment up 247%.

$BKSYMedAI 8/10

BlackSky’s international intelligence subscriptions surge 150% amid government demand for Gen-3 satellite imagery and AI services

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.

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