BlackSky Technology Inc - Class A. Every tracked FinTwit mention of $BKSY, newest first. 84 mentions since the first on Jul 5, 2025. See the price chart.
June 2026 · 3 mentions
Jun 4
Gaetano — When I talk about Physical AI
I am talking about so much more than Humanoids.
In fact, I am not even thinking about humanoids a majority of the time.
Layer 1: Training and Model…↗
Jun 1
Gaetano — Layer 1: Training and Model Development
$TASK $NBIS $INOD $U $BKSY $PL etc.
Before any Physical AI system can work in the real world, it needs to learn.
That sounds obvious, bu…↗
Jun 1
Midas — I called $BKSY at $9.18 for a +365.40% gain.
One good trade is all you need to retire in your 20s.
Posting my next trade on my FREE discord.
Join here:
https://t.co/RmuXXkPCj6…↗
May 2026 · 22 mentions
May 30
Space Investor — WEEKLY PERSPECTIVE
We pushed to new highs again this week in the space sector. Here's where we are on year-to-date returns.
$SATL 385%
$MNTS 194%
$SPIR 192%
$RDW 172%
$PL 151%
$…↗
May 29
Michael Sikand 🦑 — Space stocks are rocketing on SpaceX IPO mania.
It was obvious to me this would happen.
The real question: is the arrival of $SPCX a permanent re-rating for these names?
What do…↗
May 28
Space Investor — $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…↗
Space Investor — $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 pr…↗
Apr 27
AlmaCap — Institutional risk capital is rotating out of defence/space (growth sectors) and into the AI semiconductor supply chain...
We have know the plays for months, institutions are foll…↗
Apr 26
Space Investor — A bit of perspective this moring
YTD returns across a few space companies:
$SATL +215%
$IRDM +119%
$SPIR +111%
$PL +74%
$BKSY +62%
$FLY +48%
$LUNR +43%
$RDW +7%
$RKLB +5%
$VELO…↗
Space Investor — @rethink15411429 Yes, I track these 6 stocks in my daily recap, maybe I should add more, including $FLY and $BKSY↗
Mar 31
Space Investor — $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 c…↗
Mar 26
Wayne Liang — The market has only partially priced in the SpaceX IPO, initiating a mini rally for related tickers.
Being the largest IPO in history at $1.75 trillion, I don't think the market c…↗
Mar 25
Wayne Liang — SpaceX IPO is undoubtedly going to bring an influx of capital into the space sector. Some of the easiest money will be made through proxy trading.
While L3Harris $LHX and Teledyne…
Space Investor — $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 Y…↗
Feb 23
Space Investor — Big Earnings Week for Space
Feb 25: $RDW
Feb 26: $RKLB, $BKSY
Feb 27: $GSAT↗
Feb 17
Space Investor — $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…
January 2026 · 2 mentions
Jan 30
Space Investor — 2026 has barely started and space stocks are already taking off.
YTD returns after 1 month:
$SATL 146%
$RDW 54%
$ASTS 53%
$MDALF 46%
$PL 27%
$BKSY 18%
$VOYG 17%
$LUNR 17%
$RKLB…↗
Jan 19
Mike Investing — These 7 names are the core backbone of the Space Economy in 2026:
1. $ASTS ~ Building the direct to device satellite layer that turns space into carrier grade broadband.
2. $RKLB…↗
August 2025 · 4 mentions
Aug 19
Space Investor — $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, char…↗
Aug 15
Space Investor — $BKSY
BlackSky's current Street Price Targets https://t.co/wMdr97362I↗
Aug 7
Space Investor — $RDW / $BKSY / $LUNR
Rough morning for space stocks coming off Q2 earnings.
Volatility is front and center as the market digests the latest results.
Do you see oppportunity ? ht…↗
Aug 4
Space Investor — Futures point green ahead of Monday’s open.
This follows a rough week where all three major indexes posted solid losses, snapping the market’s summer momentum.
Friday’s selloff c…
July 2025 · 11 mentions
Jul 29
Space Investor — $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 constella…↗
Jul 23
Space Investor — $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 Archiv…↗
Jul 21
Space Investor — $BKSY
H.C Wainwright raises PT to $28 from $20↗
Jul 21
Space Investor — $BKSY
BlackSky will host a conference call to discuss second quarter 2025 financial results and its business outlook on Thursday, August 7, 2025, at 8:30 AM ET.
A press release w…
— The public space trade gets much clearer when you stop treating it as one category.
$RKLB = launch + spacecraft systems
$PL = recurring Earth-data / geospatial intelligence
$LUNR…
Space Investor — WEEKLY PERSPECTIVE
Big week of momentum across the space sector. Here’s where we stand on YTD returns:
$SATL 441%
$IRDM 175%
$SPIR 171%
$BKSY 130%
$PL 117%
$LUNR 114%
$FLY 108%
$…↗
Space Investor — WEEKLY PERSPECTIVE
With the big rally this week across the Space sector, here’s a look at the YTD returns across the industry, now that Q1 earnings season is behind us.
$SATL 402…↗
May 16
InvestmentGuru — SpaceX $SPCX IPO — June 12.
Biggest IPO in history. Know your map.
🛸 Launch
→ $RKLB $FLY
🛰️ Imaging
→ $PL $SATL $BKSY $SPIR $HAWK $GSAT
📡 Satellite Comms
→ $ASTS $IRDM $VSAT…↗
May 16
Shay Boloor — SpaceX is expected to IPO next month which could force the market to start treating space economy as foundational infrastructure with durable demand from both government & commerci…↗
May 15
Space Investor — WHAT A WEEK 🚀
$VELO 39%
$SATL 31%
$AMPG 30%
$RDW 26%
$VOYG 16%
$RKLB 15%
$LUNR 15%
$SIDU 11%
$SPIR 8%
$FLY 8%
$ASTS 7%
$PL 6%
$BKSY 1%
$HAWK -1%
$VSAT -4%
$YSS -30%
Have a great…↗
May 12
Shay Boloor — CBO estimates U.S. Golden Dome missile-defense plan could cost $1.2T which is far above Pentagon’s $185B estimate.
The space-based interceptor layer alone (constellation of 7,800…↗
May 12
Wayne Liang — Starlink V3 is being built with orbital data center capabilities (SpaceX is validating the entire space computing thesis).
Expanding on why each company from my earlier post matte…↗
May 12
Space Investor — $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 p…↗
May 11
Space Investor — $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…↗
May 9
Shay Boloor — UPDATED FIB LEVELS FOR POPULAR STOCKS
AI Utility
• $IREN $50
• $NBIS $133
• $CIFR $17
• $CRWV $103
AI Power
• $EOSE $7
• $BE $194
• $NVTS $13
• $VRT $258
AI Hardware
• $NVDA $17…↗
May 9
Space Investor — WEEKLY PERSPECTIVE
After yesterday’s broad rally across the Space sector, here’s a look at the YTD returns across the industry, now halfway through earnings season.
$SATL 286%
$S…↗
May 8
Wayne Liang — Oops... never shared the $RKLB BD.
Anyway, stoked to see their earnings. Up nearly 30% on the day so far... but more importantly, they could've just catalyzed a reversal for the e…↗
May 7
Space Investor — $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 dif…↗
May 6
Space Investor — $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…↗
May 5
Space Investor — $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 cus…↗
May 3
Space Investor — Q1 EARNING SEASON IS HERE
Here’s the current Wall Street consensus for your favorite space names heading into the prints.
$VOYG: EPS -0.61, Rev 35.21M
$FLY: EPS -0.51, Rev 77.08M…↗
May 2
Space Investor — Weekly Perspective
YTD returns across the space sector:
$SATL 266%
$IRDM 122%
$PL 81%
$BKSY 71%
$LUNR 43%
$FLY 42%
$RKLB 4%
$RDW 3%
$MDA 0%
$VOYG -4%
$YSS -5%
$ASTS -15%
$VELO -1…↗
— If launch is being commoditised, where does the value go?
> Satellites, spacecraft, data, in-space services, ground stations, launchpads / spaceports...
https://t.co/Cdqe2R3C…
AlmaCap — $RDW, I would stay away from this one, there is probably a reason AE Industrial has been trying to sell at any price...
- Satellite manufacturing business is extremely low margin;…↗
Apr 22
Space Investor — $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 natio…↗
Apr 22
Michael Sikand 🦑 — GOLDEN DOME: $17.9B
A literal forcefield for the continental US. Space sensors, interceptors, radar, command. Bigger than sats.
$FLY, SciTec missile warning
$LPTH, thermal missil…↗
Apr 20
mon — Space stocks are taking a hit today.
1. Planet Labs $PL -3% 🔴
2. Intuitive Machines - $LUNR +1% 🟢
3. BlackSky $BKSY -0.98% 🔴
4. RocketLab $RKLB +3% 🟢
5. AST SpaceMobile $ASTS…↗
Apr 18
Jason Luongo — Satellite Operators & Services
• $ASTS ($86.76) — Space-based cellular broadband direct to unmodified smartphones. BlueBird 7 launches April 19. Targeting 45-60 satellites on orbi…↗
Apr 18
InvestmentGuru — $ATYR
aTyr Pharma is advancing ATYR1923 through Phase 2 clinical trials for interstitial lung disease — a rare, underserved condition with few effective treatments. The company’s n…↗
Apr 18
InvestmentGuru — 20 Small Cap Stocks Across 20 Sectors — A 5-Year Framework
$CIFR — AI Data Centers
$BKSY — Space AI / Earth Intelligence
$SOUN — Voice AI
$RXRX — AI Drug Discovery
$POET — Photoni…↗
Apr 18
InvestmentGuru — Space Imaging — Turning Earth Into Data
One of the most under appreciated opportunities in the space economy is Earth observation & space imaging.
This isn’t just about pictures…↗
Apr 17
Space Investor — A bit of perspective this morning.
Year-to-date returns across a few space stocks:
$PL: +95%
$BKSY: +87%
$FLY: +85%
$LUNR: +52%
$RDW: +24%
$VOYG: +17%
$YSS: +13%
$RKLB: +9%
$ASTS…↗
Apr 16
Wayne Liang — @StockSavvyShay Don’t forget $FLY $BKSY and $PL 👀↗
Apr 14
mon — @hombre242051283 This is how I would rank them based on risk.
1. $PL
2. $BKSY
3. $SATL
I think SATL has more potential. It sits somewhere in the middle and can take business from…↗
Apr 12
InvestmentGuru — EO / GEOSPATIAL SPACE — Latest Headlines
$PL is the sector leader — no debate. Best revenue, backlog, cash, and contract quality.
$BKSY is the best risk/reward — real revenue, DoD…↗
Apr 11
InvestmentGuru — Space sector playbook -
Launch
$RKLB — End-to-end space platform combining launch, satellites, and spacecraft components.
SpaceX (Private, IPO watch ~mid-2026) — Gravitational c…↗
Apr 9
InvestmentGuru — $SPIR is a high-risk, high-conviction space intelligence play sitting at the intersection of defense tech + weather data + RF geolocation. The maritime divestiture reset the revenu…↗
Apr 8
Space Investor — $PL / $BKSY: "It is now, and has been, under very exacting Satellite Surveillance (Space Force!)"↗
Apr 7
Space Investor — Xoople and L3Harris announced the co-development of a first of its kind satellite constellation designed and optimized for the AI era.
Yesterday, Spain’s Xoople raised $130 milli…↗
Apr 3
KaizenInvestor — 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 command…↗
Apr 2
Wayne Liang — Started a small position in $SIDU.
Will be looking to add more shares as each Blue Diamond pop up. Fits the momentum trades in the space sector quite well, alongside $SATL $PL $BK…↗
Apr 1
Wayne Liang — Beautiful close yesterday on the space sector - $FLY $SATL $RDW $BKSY and more. Love watching new traders overreact when names are being oversold.
Onwards! https://t.co/poWcG2S4Ko↗
Serenity — There's the Space Satellite MegaCycle:
-> Triggered by $PL.
With $BKSY / $SATL / $SPIR and others following.
Then there's the Photonics SuperCycle:
-> Triggered by $LITE and $…↗
Mar 23
Wayne Liang — 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 coul…↗
Mar 22
KaizenInvestor — SpaceX has an estimated revenue of $15.5 billion in 2025.
The $2 trillion IPO would put the P/S at 129.
P/S of other space companies
$RKLB: 63
$PL: 27
$RDW: 5.5
$SATL: 28
$BKSY…↗
Mar 21
Space Investor — 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…↗
Mar 21
AlmaCap — 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↗
Mar 17
Space Investor — $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…↗
Mar 16
AlmaCap — @KarelCapital Pretty sure $PLTR work with $BKSY on these things too.↗
Mar 12
Space Investor — $BKSY
"With immediate additional capacity integrated into live operations, customers experience a pivotal qualitative increase in how they see, understand, and anticipate changes…↗
Mar 5
Space Investor — $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…↗
Space Investor — $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.c…↗
Feb 3
Space Investor — $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.…↗
Space Investor — $BKSY
The offering size was increased from the previously announced offering size of $125 million aggregate principal amount of notes. https://t.co/1Z4YQGKYVZ↗
Jul 16
Space Investor — @TimmeeTwoShoes Im all in $ASTS and $RKLB. I like $RDW, $PL and $BKSY but not invested at this time.↗
Jul 16
Space Investor — Four new ratings this morning
$RKLB $50 BofA
$RDW $21 Canaccord
$BKSY $28 Canaccord
$LUNR $10.5 (down from $16) BofA↗
Jul 15
Space Investor — $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 f…↗
Jul 10
Space Investor — $PL / $BKSY / $SPIR / $RDW
Gartner defines Earth intelligence as the application of AI to Earth observation data to deliver solutions specific to industries and business functions…↗
Jul 8
Space Investor — $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 orbi…↗
Jul 5
Space Investor — BOTTOM LINE
The One Big Beautiful Bill’s defense and national security provisions, with over $150 billion in funding, including $25 billion for integrated air and missile defense,…↗