BlackSky Supports FY25 Revenue Forecast of $105M-$130M, Aligning with Consensus of $115.52M
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Nov 06 2025
0mins
Should l Buy BKSY?
- Adjusted EBITDA Guidance: The company has set its FY25 adjusted EBITDA breakeven target at $10 million.
- Full-Year Guidance Maintained: The company is keeping its full-year 2025 guidance for revenue, adjusted EBITDA, and capital expenditures unchanged.
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Analyst Views on BKSY
Wall Street analysts forecast BKSY stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for BKSY is 26.33 USD with a low forecast of 20.00 USD and a high forecast of 42.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
7 Analyst Rating
6 Buy
1 Hold
0 Sell
Strong Buy
Current: 20.990
Low
20.00
Averages
26.33
High
42.00
Current: 20.990
Low
20.00
Averages
26.33
High
42.00
About BKSY
BlackSky Technology Inc. is a space-based intelligence company. The Company delivers on-demand, high frequency imagery, monitoring and analytics of the strategic locations, economic assets, and events in the world. It designs, owns, and operates low earth orbit small satellite constellations. Its BlackSky Spectra platform processes data from its constellation and from other third-party sensors to develop the critical insights and analytics that its customers require. Its Spectra is a first-of-its-kind commercial platform that helps customers manage their monitoring activities from space. Spectra software platform processes millions of observations a day from both its proprietary satellite constellations and by using data from multiple external sources, including imaging, radar and radio frequency satellites, environmental sensors, asset tracking sensors, Internet of Thing connected devices, internet-enabled narrative sources, and a variety of geotemporal data feeds.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Palantir Deepens Defense Ties with Ukraine Amid Ongoing Conflict
- Software Platform Deployment: On January 20, Palantir announced it would provide the Ukrainian defense ministry with the Brave1 Dataroom software platform to counter Russian drone threats, enhancing Ukraine's defensive capabilities and operational efficiency through real-time war data protection.
- AI Technology Application: The Brave1 system will enable Ukraine to utilize advanced military software and data infrastructure for developing next-generation algorithmic weapon systems, which not only enhances Ukraine's combat capabilities but also lays the groundwork for sharing battlefield experiences with allies in the future.
- International Support Network: Palantir's expanded role is part of a broader effort by US and European tech firms to support Ukraine's war efforts, with private sector involvement reshaping national defense strategies, particularly in response to Russian aggression.
- Digital Capability Enhancement: Palantir has signed agreements with multiple Ukrainian government ministries to enhance digital capabilities for defense, reconstruction, and strategic planning, which not only strengthens Ukraine's digital resilience but also opens avenues for future technological collaboration.
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BlackSky to Host Q4 and Full Year 2025 Financial Results Conference Call
- Earnings Call Announcement: BlackSky Technology Inc. will host a conference call on February 26, 2026, at 8:30 a.m. EST to discuss its Q4 and full-year 2025 financial results, with a press release issued beforehand to ensure timely information dissemination to investors.
- Live Webcast Access: Investors can access the live webcast through the company's investor relations website at http://ir.blacksky.com, enhancing transparency and communication efficiency by allowing real-time updates on company developments.
- Pre-registration Convenience: To minimize wait times, conference call participants can pre-register, receiving confirmation and access details via email, which improves user experience and ensures a smooth meeting process.
- Company Overview: BlackSky is a real-time space-based intelligence company providing high-frequency imagery and analytics, aimed at delivering strategic advantages to clients, serving various government and commercial entities globally, showcasing its leadership in the industry.
See More
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BlackSky Secures Seven-Figure Defense Contracts
- Contract Signing: BlackSky Technology Inc. announced securing multiple Gen-3 Assured services contracts with an international defense customer, totaling seven figures, marking a significant expansion in the defense sector.
- Strategic Partnership: This collaboration is part of BlackSky's previously announced 'land-and-expand' strategy, with CEO Brian O’Toole emphasizing that the contracts provide customers with guaranteed priority access to the company's advanced satellite capabilities, enhancing its competitive edge.
- Stock Performance: As of Tuesday, BlackSky shares rose 8.59% to $23.25, despite trading 9.2% below the 20-day simple moving average, while remaining 9.7% and 9% above the 50-day and 100-day averages, respectively.
- Long-Term Trend: Over the past 12 months, BlackSky's stock has increased approximately 52.93%, indicating strong long-term performance, with current prices closer to 52-week highs, reflecting market confidence in its future growth.
See More
BlackSky Secures Seven-Figure Contracts for Advanced Monitoring
- Contract Expansion: BlackSky Technology Inc. has secured multiple seven-figure Gen-3 Assured service contracts, marking a rapid expansion in its international defense customer base and indicating a sharp increase in demand for advanced space-based dynamic monitoring capabilities.
- Strategic Significance: CEO Brian O'Toole noted that this partnership reflects the ongoing success of the company's land-and-expand strategy, emphasizing that dynamic space intelligence is now essential for modern defense, enhancing customers' priority access.
- Technological Advantages: The Gen-3 technology provides flexible space intelligence applications capable of automated detection and classification of various tactical targets at machine speed, meeting customer needs for real-time monitoring and rapid response, thereby strengthening its competitive edge in a complex geopolitical landscape.
- Market Demand: BlackSky's international expansion indicates a growing demand for high-frequency, real-time monitoring, with its dynamic monitoring platform meeting customer needs for multiple daily revisits and high-resolution imagery data, further solidifying its market position.
See More
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- Put Contract Appeal: The current bid for the $25.00 put contract is $1.95, and if an investor sells-to-open this contract, they commit to buying shares at $25.00, resulting in a cost basis of $23.05, which represents a 9% discount to the current price of $27.39, making it attractive for potential BKSY investors.
- Yield Potential Analysis: Should the put contract expire worthless, it would yield a 7.80% return on the cash commitment, equating to an annualized yield boost of 44.51%, highlighting the contract's potential for income generation and attracting yield-seeking investors.
- Call Contract Returns: The $30.00 call contract has a current bid of $2.00, and if an investor buys BKSY shares at $27.39 and sells this call, they could achieve a total return of 16.83% if the stock is called away at expiration, showcasing the attractiveness of this strategy.
- Risk-Reward Balance: The $30.00 call contract has a 50% chance of expiring worthless, allowing investors to retain both their shares and the premium collected, which would provide an additional return boost of 41.67% annualized, making this contract a favorable risk-reward option.
See More
Palantir Deepens Defense Ties with Ukraine Amid Ongoing Conflict
- Software Platform Deployment: On January 20, Palantir announced it would provide the Ukrainian defense ministry with the Brave1 Dataroom software platform to counter Russian drone threats, enhancing Ukraine's defensive capabilities and operational efficiency through real-time war data protection.
- AI Technology Application: The Brave1 system will enable Ukraine to utilize advanced military software and data infrastructure for developing next-generation algorithmic weapon systems, which not only enhances Ukraine's combat capabilities but also lays the groundwork for sharing battlefield experiences with allies in the future.
- International Support Network: Palantir's expanded role is part of a broader effort by US and European tech firms to support Ukraine's war efforts, with private sector involvement reshaping national defense strategies, particularly in response to Russian aggression.
- Digital Capability Enhancement: Palantir has signed agreements with multiple Ukrainian government ministries to enhance digital capabilities for defense, reconstruction, and strategic planning, which not only strengthens Ukraine's digital resilience but also opens avenues for future technological collaboration.
See More
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- Earnings Call Announcement: BlackSky Technology Inc. will host a conference call on February 26, 2026, at 8:30 a.m. EST to discuss its Q4 and full-year 2025 financial results, with a press release issued beforehand to ensure timely information dissemination to investors.
- Live Webcast Access: Investors can access the live webcast through the company's investor relations website at http://ir.blacksky.com, enhancing transparency and communication efficiency by allowing real-time updates on company developments.
- Pre-registration Convenience: To minimize wait times, conference call participants can pre-register, receiving confirmation and access details via email, which improves user experience and ensures a smooth meeting process.
- Company Overview: BlackSky is a real-time space-based intelligence company providing high-frequency imagery and analytics, aimed at delivering strategic advantages to clients, serving various government and commercial entities globally, showcasing its leadership in the industry.
See More
Investment Potential of Rocket Lab and Intuitive Machines in the Space Sector
- Rocket Lab's Market Performance: Rocket Lab has successfully launched its Electron rocket 81 times, deploying over 248 satellites, and plans to introduce its Neutron rocket this year to carry heavier payloads, with revenue expected to grow from $600 million in 2025 to $1.29 billion in 2027, indicating strong long-term potential in the space transportation market.
- Key Contract Signing: Rocket Lab secured an $816 million contract with the U.S. Space Development Agency to design and manufacture 18 satellites, marking a critical step in diversifying its business away from core launch services.
- Intuitive Machines' Lunar Exploration: Intuitive Machines has successfully sent two Nova-C landers to the moon, with IM-1 marking the first successful U.S. moon landing since 1972, and revenue projected to increase from $219 million in 2025 to $1.04 billion in 2027, showcasing robust growth potential in commercial lunar services.
- Acquisition and Business Expansion: Intuitive Machines recently acquired Lanteris Space Systems to further diversify its business, aiming for profitability in 2026 and a fivefold increase in net income by 2027, reflecting its strategic vision as a
See More
BlackSky Secures Seven-Figure Defense Contracts
- Contract Signing: BlackSky Technology Inc. announced securing multiple Gen-3 Assured services contracts with an international defense customer, totaling seven figures, marking a significant expansion in the defense sector.
- Strategic Partnership: This collaboration is part of BlackSky's previously announced 'land-and-expand' strategy, with CEO Brian O’Toole emphasizing that the contracts provide customers with guaranteed priority access to the company's advanced satellite capabilities, enhancing its competitive edge.
- Stock Performance: As of Tuesday, BlackSky shares rose 8.59% to $23.25, despite trading 9.2% below the 20-day simple moving average, while remaining 9.7% and 9% above the 50-day and 100-day averages, respectively.
- Long-Term Trend: Over the past 12 months, BlackSky's stock has increased approximately 52.93%, indicating strong long-term performance, with current prices closer to 52-week highs, reflecting market confidence in its future growth.
See More
BlackSky Secures Seven-Figure Contracts for Advanced Monitoring
- Contract Expansion: BlackSky Technology Inc. has secured multiple seven-figure Gen-3 Assured service contracts, marking a rapid expansion in its international defense customer base and indicating a sharp increase in demand for advanced space-based dynamic monitoring capabilities.
- Strategic Significance: CEO Brian O'Toole noted that this partnership reflects the ongoing success of the company's land-and-expand strategy, emphasizing that dynamic space intelligence is now essential for modern defense, enhancing customers' priority access.
- Technological Advantages: The Gen-3 technology provides flexible space intelligence applications capable of automated detection and classification of various tactical targets at machine speed, meeting customer needs for real-time monitoring and rapid response, thereby strengthening its competitive edge in a complex geopolitical landscape.
- Market Demand: BlackSky's international expansion indicates a growing demand for high-frequency, real-time monitoring, with its dynamic monitoring platform meeting customer needs for multiple daily revisits and high-resolution imagery data, further solidifying its market position.
See More
BKSY Options Analysis: Put Contract Yield Boost at 44.51%
- Put Contract Appeal: The current bid for the $25.00 put contract is $1.95, and if an investor sells-to-open this contract, they commit to buying shares at $25.00, resulting in a cost basis of $23.05, which represents a 9% discount to the current price of $27.39, making it attractive for potential BKSY investors.
- Yield Potential Analysis: Should the put contract expire worthless, it would yield a 7.80% return on the cash commitment, equating to an annualized yield boost of 44.51%, highlighting the contract's potential for income generation and attracting yield-seeking investors.
- Call Contract Returns: The $30.00 call contract has a current bid of $2.00, and if an investor buys BKSY shares at $27.39 and sells this call, they could achieve a total return of 16.83% if the stock is called away at expiration, showcasing the attractiveness of this strategy.
- Risk-Reward Balance: The $30.00 call contract has a 50% chance of expiring worthless, allowing investors to retain both their shares and the premium collected, which would provide an additional return boost of 41.67% annualized, making this contract a favorable risk-reward option.
See More
