News

PL nears profitability with strong 2026 guidance, leaning on efficiency, tighter costs and higher-margin analytics and software integration.

BKSY stock surges 143% YTD, secures up to $160M in wins and guides for 2026 revenue growth above 50% and 80% gross margin.

Earlier this week, BlackSky Technology announced it had secured a seven-figure, one-year subscription contract with a new government customer to expand access to its advanced Gen-2 mission applications and real-time AI-enabled imagery services. This win highlights growing adoption of BlackSky’s vertically integrated, subscription-based geospatial intelligence platform by government users seeking secure, rapid insights for operational decision-making. Next, we’ll examine how this new...

The United States market has shown robust performance, rising 2.6% over the last week and 26% over the past year, with earnings expected to grow by 17% annually. In such a thriving environment, identifying stocks that are potentially priced below their estimated value can offer investors opportunities for growth as they seek to capitalize on undervalued assets amidst positive market conditions.

BlackSky Technology (NYSE:BKSY) has fully deployed its Gen-3 satellite constellation, moving into full commercial operations. The company secured a new $99 million contract with the U.S. Air Force Research Lab and a multi-year agreement with an international defense customer. Management raised full-year 2026 guidance for revenue and adjusted EBITDA as Gen-3 capabilities support faster adoption and larger, longer-term contracts. For investors tracking NYSE:BKSY, the shift to fully...

How BlackSky Technology’s Recent Returns Frame the Valuation Question BlackSky Technology is on many watchlists right now, and if you are wondering whether the current price fairly reflects the stock’s potential, the valuation story is where the real interest lies. Over the short term the ride has been bumpy, with the stock down 9.1% over the last 7 days and 5.3% over the last 30 days. Yet the year to date return sits at 54.9% and the 1 year return at 181.6%, while the 3 year return is 225.0%...

BlackSky Technology (BKSY) is back in focus after raising its full year 2026 revenue outlook to US$130 million to US$150 million, pointing to an inflection in demand for its Gen 3 geospatial services. See our latest analysis for BlackSky Technology. The earnings miss and widened quarterly loss triggered a sharp 1 day share price return of -20.41%, yet the 90 day share price return of 41.09% and 1 year total shareholder return of 181.57% suggest momentum has been building over a longer...

BlackSky Technology (NYSE:BKSY) raised its 2026 revenue and adjusted EBITDA outlook after reporting first-quarter results that management said reflected accelerating demand for its Gen-3 satellite imagery and AI-enabled intelligence services. Chief Executive Officer Brian O'Toole said on the compan

Today, I'm joined by our Chief Executive Officer, Brian O'Toole; and our Chief Financial Officer, Henry Dubois. Additionally, a webcast of this earnings call will be available in the Investor Relations section of our website at www.blacksky.com. In conjunction with today's call, we have posted a quarterly earnings presentation on the Investor Relations website that you may use to follow along with our prepared remarks.

Rocket Lab stock jumped more than 25% Friday, hitting its first intraday record high since January and underscoring how space stocks are back on Wall Street’s radar.

Moby summary of BlackSky Technology Inc.'s Q1 2026 earnings call

Although the revenue and EPS for BlackSky Technology (BKSY) give a sense of how its business performed in the quarter ended March 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

BlackSky Technology (BKSY) delivered earnings and revenue surprises of -120.13% and -26.66%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?

SYMBOTIC INC (SYM) delivered earnings and revenue surprises of +312.37% and +2.40%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?

Don't want to wait for the SpaceX IPO to invest in space? Good news: You don't have to!

QuantumScape and Plug Power could generate big gains over the next few years.

Analysts covering BlackSky are working with an unchanged fair value estimate of $27.63 per share. One firm has trimmed its price target to US$26 from US$27 after Q4 and full year 2025 results missed its forecasts. That move reflects a blend of optimism around Q4 execution and international demand, alongside caution around domestic volume recovery and the stock’s role as a secondary play in counter drone themes. In the sections ahead, you will see how these mixed signals are shaping the...

Planet Labs is up 87.5% YTD and is trading above key SMAs. However, a premium valuation and continued losses temper its $900M backlog and FY2027 guidance.

By Karen Roman Geospatial company Satellogic Inc. (Nasdaq: SATL) said it recruited senior industry veterans Matt Clark, Brett Davis, and Jonathan Lee, to meet the increasing demand for continuous, global […]

By Karen Roman Planet Labs PBC (NYSE: PL) said it is collaborating with Carbon Mapper to design a specialized version of the Tanager spacecraft to target only shortwave infrared (SWIR) […]

BlackSky Technology (BKSY) recently announced a competitive, multi year Assured subscription contract worth US$25 million with a major international defense client, centered on Gen 3 satellite imagery and real time AI enabled analytics capabilities. See our latest analysis for BlackSky Technology. The Assured contract news lands while momentum in BlackSky’s share price has been strong, with a 46.58% 1 month share price return, a 95.29% year to date share price return, and a very large 1 year...

BlackSky Technology secured a substantial multi year contract with a major international defense customer for its Gen 3 satellite imagery and AI powered analytics. The agreement includes guaranteed imagery and tasking services, expanding global access to BlackSky's real time geospatial intelligence offerings. The deal marks a key step for NYSE:BKSY in bringing its newest satellite technology and AI services to a wider base of defense and commercial users. For investors watching NYSE:BKSY,...

SpaceX confidentially filed for its IPO on April 1, and quickly raised its target valuation above $2 trillion. That would dwarf Saudi Aramco’s record $29.4 billion raise in 2019 and could bring in as much as $75 billion. Morgan Stanley just released a list of 60 public companies across the full space supply chain — ... SpaceX’s $2 Trillion IPO Is Coming: These 6 Stocks Will Ride the New Space Economy Into Orbit

RCAT slides 18% in 6 months as rising costs, execution risks and weak profit outlook raise concerns over whether investors should exit now.

The government's reliance on Planet Labs and BlackSky Technology for critical operations highlights a unique competitive advantage for their future growth.

BlackSky Technology (NYSE:BKSY) secured a multi-year, sole-source IDIQ contract from the U.S. Air Force Research Laboratory. The award focuses on next-generation space-based intelligence capabilities, including large aperture optical payloads and AI-enabled satellite technology. The contract covers advanced imaging, real-time data processing and storage, and integration with future launch vehicles for diverse Earth observation uses. For investors tracking NYSE:BKSY, this contract comes at a...

NASA’s Artemis II crew is charging toward the moon after a successful launch. The Orion spacecraft, named Integrity, is some 40,000 miles from Earth after blasting off late Wednesday atop a 320-foot-tall SLS rocket. For comparison’s sake, the International Space Station is about 250 miles away.

Planet Labs' margin expansion gains momentum as subscription shift, automation and vertical integration boost efficiency despite rising costs.

PL trades at a steep premium despite strong growth, rising backlog, and government deals, raising questions about whether the stock is still worth buying.

PL trades at a steep premium despite strong growth, rising backlog, and government deals, raising questions about whether the stock is still worth buying.