BlackSky Technology

BKSY

Market cap $800M

HERNDON, Va.--(BUSINESS WIRE)---- $BKSY #earnings--BlackSky Technology Inc. (NYSE: BKSY) will host a live webcast and conference call to discuss second quarter 2026 financial results and its business outlook on Thursday, August 6, 2026, at 8:30 a.m. EDT. A press release with BlackSky's financial results will be released in advance of the conference call that same day. To access the live webcast, please click here or visit the company's investor relations website at http://ir.blacksky.com and then select “News &amp.

BlackSky Technology Inc. is transitioning from a satellite imagery provider to an AI-driven, real-time intelligence platform targeting defense workflows. BKSY's investment thesis hinges on scaling pilot programs into multi-year, high-margin recurring contracts, leveraging proprietary Gen-3 architecture and embedded machine learning models. Despite a $350M+ backlog and management's $140M full-year revenue guide, near-term execution risks persist with Q1 revenue down 29.5% YoY and ongoing guidance misses.

Planet Labs incorporated Claude AI into its platform, allowing users to easily make queries. BlackSky uses AI to automatically detect and classify vessels, vehicles, and aircraft.

HERNDON, Va.--(BUSINESS WIRE)---- $BKSY #AI--BlackSky won series of U.S. R & D contracts to develop and field mission-critical Gen-3 AI solutions for real-time, space-based tactical ISR.

Rocket Lab makes its biggest move

LUNR and BKSY are both riding space-sector tailwinds, but one stock stands out on earnings trends, share gains and growth prospects.

The many space stocks that rocketed higher ahead of the SpaceX IPO earlier this month have since fallen back down to earth. On average, these stocks were up 99% year-to-date at the close on June 11th when SpaceX priced its shares at $135. Along with SpaceX still being up 14.5% from its IPO price, just one other stock out of 28 is up since the SPCX IPO.

CEO Brian O'Toole sold 15,512 shares on June 10, 2026, for a transaction value of ~$529,000 at a reported price of $34.10 per share. This sale represented 1.3% of O'Toole's direct holdings immediately prior to the transaction, with direct post-sale ownership at 1,139,676 shares.

BlackSky (BKSY 3.98%) is trying to move beyond satellite imagery and build a recurring AI-powered intelligence business. The opportunity is compelling because government customers increasingly want answers, not raw data.

HERNDON, Va.--(BUSINESS WIRE)---- $BKSY #AI--BlackSky awarded NRO contract modification to accelerate the development of the company's AROS broad area collection satellites.