BlackSky Technology (BKSY)

• Market cap: $156M
• 1 day: -3.13%
• 5 days: 14.84%
• 1 month: 8.15%
• 3 months: -38.39%
• 6 months: 22.58%
• Year to date: -21.80%
• 1 year: -13.64%
• 5 years: -89.43%
• 10 years: -89.34%
• Sector: Technology
• Industry: Scientific & Technical Instruments

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 disclosures by fund managers ($100M+ AUM)

260% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 10

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

26.19% less ownership

Funds ownership: 76.35% [Q3] → 50.16% (-26.19%) [Q4]

Research analyst outlook

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

• Low target: $12 44% upside
• Avg. target: $19.75 136% upside
• High target: $30 259% upside

4 analyst ratings

• positive: 4 100%
• neutral: 0 0%
• negative: 0 0%

Canaccord Genuity Austin Moeller 32% 1-year accuracy 19 / 59 met price target	44% upside $12	Buy Initiated	10 Apr 2025
Benchmark Josh Sullivan 61% 1-year accuracy 31 / 51 met price target	103% upside $17	Buy Reiterated	7 Mar 2025
HC Wainwright & Co. Scott Buck 34% 1-year accuracy 40 / 119 met price target	139% upside $20	Buy Reiterated	7 Mar 2025
Oppenheimer Timothy Horan 61% 1-year accuracy 11 / 18 met price target	259% upside $30	Outperform Maintained	19 Feb 2025