Who mentions $BKSY most on Surfaced?

@spaceinvestor_d (Space Investor) mentions $BKSY most — 54 mentions in the past 12 months.

When was $BKSY first mentioned on Surfaced?

The earliest tracked mention of $BKSY in the Surfaced archive was on Dec 26, 2025.

How many voices track $BKSY?

20 FinTwit voices have mentioned $BKSY 138 times in the past 12 months.

What kind of voices mention $BKSY most?

$BKSY is mentioned most by Long Research voices on Surfaced.

$BKSY — FinTwit mentions on Surfaced

Recent calls

34 calls

@midascabalJul 9, 2026 · 6:14 AM

1) $BKSY AI-ready Earth observation satellites. Feeding SpaceX's growing orbital intelligence layer. Every satellite that goes up increases the data BKSY can sell.

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@spaceinvestor_dJul 7, 2026 · 12:33 PM

$BKSY: BlackSky won a series of U.S. R & D contracts to develop and field mission-critical Gen-3 AI solutions that enhance customers’ ability to conduct real-time, space-based tactical ISR (intelligence, surveillance and reconnaissance) operations. "BlackSky continues to lead the commercial space-based intelligence industry by deploying proprietary, high-performance AI detection and identification algorithms directly into our customer’s classified mission environment," said Brian O’Toole, BlackSky CEO. "Continued U.S. investments across BlackSky’s advanced, purpose-built space-based AI solutions reflect strong alignment between our technical roadmap and the nation’s current and future operational needs."

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@spaceinvestor_dJun 9, 2026 · 12:34 PM

$BKSY: BlackSky was awarded a contract modification to its existing National Reconnaissance Office (NRO) contract to accelerate the development of the company’s AROS broad area collection satellites as a critical commercial alternative to current suppliers for foundation imagery. The effort funds a direct path toward a flight ready multi-spectral, large-area mapping spacecraft and foundation data collection system in 2028. These new satellites will be designed to support dynamic country-scale digital mapping, navigation, maritime situational awareness and 3D digital twin applications. The AROS system will operate as an integrated extension of the company’s existing fleet, incorporating BlackSky’s space, software and platform stack and unlocking an entirely new class of scalable, AI capabilities.

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@crux_capital_Jun 7, 2026 · 2:08 AM

Let's talk about $PL and $BKSY When I am doing my research into the Physical AI theme, one layer that I am very interested in is data. If we are going to deploy AI in a meaningful way that will influence the physical environment, then these models need to UNDERSTAND the physical environment How do they do that? That data can come from cameras, LiDAR, radar, robots, sensors, drones, satellites, or human feedback. PL and BKSY sit in the satellite / geospatial version of that stack. $PL is the broader physical-world data platform. They are collecting Earth observation data that can help AI systems understand crops, forests, water, infrastructure, energy assets, defense activity, climate risk, maritime activity, and changes across the planet. $BKSY is the more tactical version. They are focused on real-time geospatial intelligence, defense, ISR, satellite tasking, and AI-enhanced monitoring of important locations, assets, and events. ISR = intelligence, surveillance, and reconnaissance. Both fit the Physical AI theme through the same basic idea. If AI is going to understand the physical world, it needs fresh, structured, machine-readable data about the physical world. These pullbacks might be attractive...

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@spaceinvestor_dMay 28, 2026 · 12:34 PM

$BKSY: BlackSky was awarded a seven-figure, multi-year contract renewal to accelerate the automation of future non-Earth imagery (NEI) services. This follow-on agreement expands the program’s scope toward the exploration of next-generation imaging payload and specialized mission-planning software solutions that support the real-time speed, scale and reliability of space domain awareness (SDA) operations.

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@spaceinvestor_dMay 12, 2026 · 12:36 PM

$BKSY: BlackSky Wins Seven-Figure Subscription Contract with New Government Customer for New and Advanced Gen-2 Mission Applications "BlackSky’s Gen-2 constellation continues to provide tremendous real-time operational utility to our global customer base with high-cadence, rapid-revisit high resolution imagery and AI-enabled analytics," said Brian O’Toole, BlackSky CEO. "This contract opens the opportunity to extend Gen-2 constellation capacity while supporting mission critical customer needs for innovation."

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@spaceinvestor_dMay 11, 2026 · 11:40 PM

$ASTS: Stick around, the ticker matters here. Back when execution algos were trader-driven, we controlled the variables: participation rate, order type, liquidity flags, VWAP/TWAP logic, sizing, timing, visibility, etc... Every block was monitored in real time and adjusted based on tape action, liquidity and macro conditions. Today, most execution flows are fully automated and optimized for one thing: speed. Not business quality. Not long-term value. Just statistical edge and microsecond priority over competing algos. That shift created massive volatility across the market. A good example came last week with $RDW and $BKSY. Both sold off hard immediately after earnings, only to bounce back hard the following day. Why? Because many models are trained to react to consensus deviations instantly. Miss = sell. Beat = buy. The objective is to capture the first move before slower participants can respond. Same dynamic applies to ATM announcements and other headline driven events. The weakness is obvious: the algo understands the print, not the company. It does not understand backlog quality, execution cadence, long-term contracts, industry positioning, or whether the miss is even materially relevant to the thesis. That disconnect creates opportunity for investors who actually know the underlying business. Which brings us back to AST SpaceMobile. Following today’s miss, automated flows hit the stock aggressively. From my perspective, it's clearly de-risking rather than fundamental repricing. Especially considering the solid earnings call. In a sector with strong momentum and improving institutional attention, these events can become attractive entry points once the market realizes the core story remains intact. Would not be surprised to see buyers step back in over the next few days as the broader market digests the call beyond the headline numbers.

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@spaceinvestor_dMay 7, 2026 · 11:12 AM

$BKSY: BlackSky Reports First Quarter 2026 Results Total revenue for the first quarter of 2026 was $20.8 million, compared to $29.5 million in the first quarter of 2025. The difference reflects the benefit in the first quarter of 2025 of $9.0 million related to a program milestone of a new mission solutions contract. "With up to $160 million in new contract wins, we are rapidly growing revenues driven by the demand for Gen-3 space-based intelligence and AI services," said Brian E. O’Toole, BlackSky CEO.

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@spaceinvestor_dMay 6, 2026 · 9:28 PM

$BKSY : BlackSky reports Q1 earnings tomorrow before market opens. Here’s a quick recap of what happened during the quarter. The amount of activity is very impressive! 🗓️January 20, BlackSky lands multiple Gen-3 expansion contracts as early access pilot programs pivot into renewal deals. 🗓️February 3, BlackSky wins seven-figure Gen-3 Assured contracts with new international defense customer after early access. 🗓️February 6, BlackSky secures new international defense contracts for ISR satellite subscription. 🗓️February 12, BlackSky Gen-3 momentum continues with seven-figure Assured contract to accelerate space capabilities for international defense customer. 🗓️February 17, BlackSky signs new eight-figure international contract for accelerated delivery of Gen-3 sovereign space-based intelligence solution. 🗓️March 5, BlackSky secures seven-figures toward NGA Luno A facility monitoring delivery order. 🗓️March 12, BlackSky successfully commissions Gen-3 in less than one week opening Gen-3 general availability for global customer base. 🗓️March 17, BlackSky wins seven-figure Assured extension contract with international customer. 🗓️March 31, BlackSky awarded multi-year sole-source $99 million US government IDIQ contract for advanced, next generation capabilities.

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@spaceinvestor_dMay 5, 2026 · 12:36 PM

$BKSY: BlackSky Technology secured more than two dozen new customers for Gen-3 On-Demand subscription services during the first quarter from an expanding U.S. and international customer base. The rapid integration of best-in-class 35-centimeter imagery and exceptional AI analytics into customer operations during Gen-3 Early Access periods is driving opportunities for longer term agreements.

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@spaceinvestor_dApr 30, 2026 · 12:45 PM

$BKSY: BlackSky won a nearly $30 million, one-year Assured contract from an international defense customer. The customer rapidly scaled from an initial six-figure Early Access program to the subscription deal in less than six months to meet an accelerated need for real time space-based tactical ISR capabilities. The expedited adoption timeline followed an incremental validation and demonstration of mission value and ease of integration into the customer’s operations. The contract award follows BlackSky opening general availability of Gen-3 very high-resolution imagery with the commissioning of its fourth next generation satellite.

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@spaceinvestor_dApr 22, 2026 · 12:33 PM

$BKSY: BlackSky won a competitive $25 million, multi-year Assured contract with a major international defense customer. The new subscription deal accelerates the customer’s national space capabilities while serving the needs of multiple operational branches with guaranteed access to best-in-class 35-centimeter Gen-3 imagery with real-time AI-enabled analytics.

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@kaizen_investorApr 3, 2026 · 6:09 AM

Historically, Earth observation (EO) smallsats have relied on X-band radios to downlink the pictures they take to ground stations, and S-band or UHF for basic telemetry and commanding (TT&C). By equipping the Pelican-7 satellite with Ka-Band and C-Band antennas, $PL is fundamentally changing the satellite's data pipe. • Ka-Band (High Frequency, High Bandwidth): Ka-band operates at a much higher frequency than X-band. In radio communications, higher frequencies allow for significantly wider bandwidths, which translates to much faster data transfer rates. The technical impact: Pelican satellites are designed to take very high-resolution imagery (up to 30cm). High-resolution images result in massive file sizes. Ka-band allows Planet to download gigabytes of imagery to a ground station in a fraction of the time it would take using legacy systems. • C-Band: While lower frequency than Ka-band, C-band is highly resistant to "rain fade" (signal degradation due to weather). It provides a highly reliable, robust channel for commanding the satellite, ensuring that tasking orders (telling the satellite where to look) are received instantly and reliably, regardless of weather conditions over the ground station. In the defense, intelligence, and financial sectors, an image is only valuable if you get it quickly. $BKSY has historically held a strong edge in latency, heavily marketing their ability to task a satellite and deliver an image in under 90 minutes. Planet's upgrade to Ka-band directly targets this. By downloading massive images faster, Planet can significantly reduce the time between when an image is snapped and when it appears on a customer's screen.

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@spaceinvestor_dMar 31, 2026 · 12:52 PM

$BKSY: BlackSky Awarded Multi-Year Sole-Source $99 Million US Government IDIQ Contract for Advanced, Next Generation Capabilities This AFRL contract serves to develop additional commercial space-based intelligence capabilities and mission applications distinct from those addressed by current Gen-2 and Gen-3 monitoring systems and the company’s future AROS broad area search system.

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@itschrisrayMar 28, 2026 · 1:22 PM

$RKLB | The UAE’s @space42ai isn’t just looking to build Equatys, their direct-to-device constellation with @viasat, they’re also trying to move forward with an Earth observation constellation. This is all the more relevant with recent fighting seen in the region. Space42 already uses SAR satellites obtained through a Finnish company, but would like to expand into electro-optical (EO) sensing, and perhaps other payloads too. Rumors have recently indicated that $RKLB may be asked to build some or all of the 2,800 satellite buses planned for the Equatys constellation. Simultaneously (but unrelated), retail investors have suggested $RKLB could use its $1B ATM offering to purchase $BKSY, an electro-optical satellite imagery company. $RKLB also has the capability to build its own EO/IR payloads (and more) in-house after acquiring Geost last year. It would seem that $RKLB may be the ideal partner for Space42 & $VSAT on these two different initiatives. In regard to the Equatys buildout, Space42 & Viasat said they were “open to bringing others onboard,” and that “the agreement to bring on a third strategic partner is in the final stages of contract finalization.” Who could it be? Also, this: “Space42 alone plans to put about $600 million into Equatys, with the goal of starting to launch satellites in 2028 and being operational either late that year or early 2029. The team is looking to secure launch capacity for what could evolve into a 2,800-satellite constellation.” 👀 https://t.co/2IGggss6CH

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@wliangMar 23, 2026 · 6:11 PM

Planet Labs $PL is trading at a $12 billion market cap, and Blacksky $BKSY is sitting at $1 billion. Satellogic $SATL is currently at a $700 million market cap. Valuation gap could get filled pretty soon and break ATH.

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@spaceinvestor_dMar 21, 2026 · 6:28 PM

I don’t hate the idea of $RKLB acquiring $BKSY, but not a fan either. If we're playing that game and looking for a public market target, $VOYG would stand out. Cheaper valuation and bigger upside. Many synergies. Less competition. Starlab, propulsion & energetics, plus early positioning in lunar infrastructure… Very mispriced at 1.5B market cap.

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@almacap114204Mar 21, 2026 · 4:26 PM

I expect that $BKSY will benefit from this, they are $PLTR's partner for real time high quality earth observation, also more favourable valuation metrics than Planet Labs

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@itschrisrayMar 20, 2026 · 4:30 PM

Should $RKLB acquire $BKSY? 🤔 As @spacanpanman puts it: “IMHO I think $RKLB should just buy $BKSY if they're looking to expand into attractive space vertical that leverages their capabilities = Earth Observation. $RKLB already launches $BKSY sats and it would be a highly accretive transaction🤷‍♂️” $BKSY market cap currently ~$960M and $RKLB just raised $1B… 👀 I’m actually very much in favor of this.

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@spaceinvestor_dMar 17, 2026 · 12:38 PM

$BKSY: BlackSky signed a seven-figure Assured extension contract with an international customer. Reliable Gen-3 performance over the customer’s priority areas of interest during early access programs for best-in-class 35-centimeter imagery and AI-enabled analytics is driving the transition to larger annual subscriptions, reflecting momentum against the company’s land-and-expand strategy.

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@spaceinvestor_dMar 12, 2026 · 12:33 PM

$BKSY "With immediate additional capacity integrated into live operations, customers experience a pivotal qualitative increase in how they see, understand, and anticipate changes at the tactical edge" said Brian O’Toole, BlackSky CEO. "Commissioning our latest Gen-3 in just days gets critical capability into our customers’ hands quickly, increases each satellite’s operational lifespan and ultimately expands the total ROI of our on-orbit assets."

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@spaceinvestor_dMar 5, 2026 · 2:08 PM

$BKSY BlaskSky has secured a seven-figure award under the company’s NGA Luno A Facility Monitoring Delivery Order. Under this delivery order, BlackSky performs AI-enabled object and pattern-of-life change detection to monitor trends and anomalies in vehicle, aircraft, vessel, railcar and ground equipment activity at military and economic facilities worldwide, including ports, airfields, military installations and railways.

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@kaizen_investorFeb 28, 2026 · 4:38 PM

@MambaHarveyInc $BKSY is a good shout

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@spaceinvestor_dFeb 26, 2026 · 12:12 PM

$BKSY Q4 EARNINGS BlackSky Delivered Q4 Revenue of $35 Million, Q4 Net Loss Narrows with Strong Q4 Adjusted EBITDA Performance. Strong Momentum in New Gen-3 Contracts Results in YoY Backlog Growth of 32% to $345 Million. FY25 Record total revenue of $107 million. BlackSky expects full year 2026 revenue to be between $120 million and $145 million, full year 2026 adjusted EBITDA to be between $6 million and $18 million, and full year 2026 capital expenditures to be between $50 million and $60 million.

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@spaceinvestor_dFeb 17, 2026 · 1:34 PM

$BKSY BlackSky secured a new eight-figure international contract for accelerated delivery of a Gen-3 sovereign space-based intelligence solution. The agreement combines the sale of one Gen-3 very-high resolution 35-centimeter satellite with recurring, multi-year on-orbit operations and subscription-based Assured imagery and analytics services.

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@spaceinvestor_dFeb 12, 2026 · 1:40 PM

$BKSY This Assured agreement extends the uncontested access to Gen-2 and Gen-3 imagery and AI-enabled analytics services over the country’s priority areas of interest. https://t.co/d0NRXwtdDr

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@spaceinvestor_dFeb 3, 2026 · 1:39 PM

$BKSY BlackSky was awarded multiple Gen-3 Assured services contracts totaling seven figures with a new international defense customer following the early access period. https://t.co/PR0UvlNcEO

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@spaceinvestor_dAug 19, 2025 · 12:50 PM

$BKSY As part of the contract, HEO’s software platform will autonomously identify imaging opportunities and task BlackSky’s high-resolution Gen-2 satellites to detect, track, characterize, and classify objects in orbit, as well as assess potential threats and predict their effects.

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@spaceinvestor_dJul 29, 2025 · 12:37 PM

$BKSY Blacksky won the next phase of a competitive U.S. Navy research contract to further develop optical inter-satellite link (OISL) terminal applications for its Gen-3 constellation. "High-speed inter-satellite communication links are a critical innovation that makes BlackSky’s commercial remote sensing services a robust and viable option for fleet-wide tactical ISR operations." said Brian O'Toole, BlackSky CEO.

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@spaceinvestor_dJul 23, 2025 · 12:39 PM

$BKSY The agreement gives end-users the ability to set up AI-enabled automated tip-and-cue tasking for BlackSky’s proprietary Gen-3 and Gen-2 satellites, access to BlackSky Archive imagery and analytics data, plus the ability to order third-party commercial constellation data through the BlackSky Spectra tasking and analytics platform.

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@spaceinvestor_dJul 21, 2025 · 12:39 PM

$BKSY H.C Wainwright raises PT to $28 from $20

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@spaceinvestor_dJul 18, 2025 · 10:56 AM

$BKSY The offering size was increased from the previously announced offering size of $125 million aggregate principal amount of notes. https://t.co/1Z4YQGKYVZ

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@spaceinvestor_dJul 15, 2025 · 1:01 PM

$BKSY BlackSky won a multimillion dollar contract with a new international customer that combines immediate Gen-3 and Gen-2 subscription-based imagery and analytics services and follow-on ground segment modernization services. As part of the agreement, the customer will receive immediate, subscription-based access to Assured services, which guarantees tasking capacity for persistent monitoring over a customer’s areas of interest.

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@spaceinvestor_dJul 8, 2025 · 12:39 PM

$BKSY The renewal contract adds Gen-3 very high-resolution imagery to the customer’s active Gen-2 low-latency, high-cadence monitoring services. With two Gen-3 satellites on orbit, BlackSky is on track for a six-satellite Gen-3 constellation this year. "Accelerated international interest in Gen-3 is indicative of our customers’ growing confidence and trust in BlackSky’s commercial services as an integral part of their daily military and intelligence operations"

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