BlackSky Technology Inc.
No SEC Form 4 filings for $BKSY in the last 30 days.
See all $BKSY insider activity →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.
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.
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%).
Over the past 7 days, alphai's AI scored 4 news stories mentioning BKSY (BlackSky Technology Inc.). Coverage has skewed bullish: 4 bullish, 0 neutral, and 0 bearish.
Recent BKSY coverage spans earnings, financial news and sector analysis.
The pre-build inventory model is a concrete go-to-market shift that could accelerate sovereign contract conversion and backlog visibility.
Management frames Gen-3 adoption as the driver of accelerating high-margin imagery and AI subscription revenue, alongside improved liquidity.
Improving profitability and liquidity (positive EBITDA, capital raise) are the key decision-relevant details for the rebound trade.
The contract win is framed as adding revenue visibility, but the article also flags dilution risk and heavy Gen-3/Arrow capital spending.
Fundamentals are described as improving while the stock sold off, implying a potential valuation reset trade if the market re-rates the earnings quality.
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.
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.
6 min readBlackSky (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.
6 min readThe 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%).
7 min readBlackSky 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.
7 min readSpace 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%.
9 min readBlackSky 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.
7 min readBlackSky 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.
4 min readSimply Wall St reports BlackSky Technology (NYSE:BKSY) shares rose about 5% to $29.16 after Q2 results showed revenue of $33.3m, up from $22.2m a year earlier, and adjusted EBITDA turning positive at $4.7m versus a loss. Net loss narrowed to $20.8m. The article notes 90-day shares down ~26% and 2026 CapEx guidance of $50m to $60m.
5 min readBlackSky Technology (NYSE:BKSY) said Q2 space-based intelligence and AI revenue growth was fully subscription revenue, with customers expanding contracts and shifting tasking to Gen-3 services. It plans two more commercial satellites in Q3, aiming for eight Gen-3 in orbit by year-end. BlackSky ended Q2 with $244.1M cash, raised $150M, and reaffirmed 2026 guidance: $130M-$150M revenue and $12M-$24M adjusted EBITDA.
5 min readSimply Wall St reports BlackSky Technology (BKSY) released Q2 results with higher revenue and a smaller net loss year over year, and reaffirmed its full-year 2026 revenue guidance. The stock was up 22.17% over a week but down 21.90% over 90 days. The article cites valuation narratives: $40.50 fair value and a DCF implying 63.9% below $69.69 cash-flow value.
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