BlackSky Technology (BKSY)

• Market cap: $169M
• 1 day: 3.18%
• 5 days: 0.67%
• 1 month: -46.05%
• 3 months: -25.21%
• 6 months: 57.64%
• Year to date: -15.06%
• 1 year: -14.02%
• 5 years: -89.68%
• 10 years: -89.68%
• Sector: Communication Services
• Industry: Radio & TV Broadcasting & Communications Equipment

About: BlackSky Technology Inc is a provider of real-time geospatial intelligence. The company delivers on-demand, high-frequency imagery, monitoring, and analytics of some of the critical and strategic locations, economic assets, and events in the world. It designs, owns, and operates one of the industry's low earth orbit (LEO) small satellite constellations, optimized to capture imagery cost-efficiently where and when its customers need it. its Spectra AI software platform processes data from BlackSky's constellation and from other third-party sensors to develop the critical insights and analytics that provide its customers with the actionable intelligence. Geographically, the company operates in North America, the Middle East, Asia, and Others.

Employees: 279

Fund manager confidence

Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)

218% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 11

200% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 10

147% more capital invested

Capital invested by funds: $67.5M [Q3] → $166M (+$98.9M) [Q4]

26% more funds holding

Funds holding: 74 [Q3] → 93 (+19) [Q4]

1% less call options, than puts

Call options by funds: $5.11M | Put options by funds: $5.17M

26.22% less ownership

Funds ownership: 76.38% [Q3] → 50.16% (-26.22%) [Q4]

Research analyst outlook

3 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $17 87% upside
• Avg. target: $22 146% upside
• High target: $30 230% upside

3 analyst ratings

• positive: 3 100%
• neutral: 0 0%
• negative: 0 0%

Benchmark Josh Sullivan 56% 1-year accuracy 31 / 55 met price target	87% upside $17	Buy Reiterated	7 Mar 2025
HC Wainwright & Co. Scott Buck 22% 1-year accuracy 26 / 116 met price target	120% upside $20	Buy Reiterated	7 Mar 2025
Oppenheimer Timothy Horan 65% 1-year accuracy 13 / 20 met price target	230% upside $30	Outperform Maintained	19 Feb 2025