BlackSky Technology
BKSY · NYSE · Industrials
$21.67
$1.04 (-4.79%) today
Market Cap
$886.84M
24h Volume
$41.9M
P/E Ratio
0.0
52w High
$51.63
52w Low
$13.14
Est. AI Revenue
60%
7-Day Sparkline (Static)
Company facts
Performance
About BlackSky Technology
BlackSky Technology sells real-time geospatial intelligence to defense and intelligence agencies, with the US government and allied defense ministries among its largest customers. Customers subscribe to imagery and analytics delivered from its own constellation of high-revisit satellites, paying for rapid tasking, monitoring of strategic sites, and analytic products rather than raw pictures alone.
Its Spectra AI platform is the core product: it automatically tasks satellites, processes imagery, and applies computer vision to detect and track objects such as ships, aircraft, and vehicles, turning fresh imagery into alerts within minutes. New Gen-3 satellites add sharper resolution to feed those AI models.
Founded in 2013 and headquartered in Herndon, Virginia, BlackSky employs about 320 people and trades on the NYSE.
BlackSky Technology in the AI buildout
BlackSky sits in the Defense AI layer. Its satellites are the sensors, but the product is Spectra AI: software that tasks the constellation, processes imagery, and flags what matters without waiting for human analysts. This is the defense intelligence version of the AI buildout thesis, where the value migrates from collecting data to automatically interpreting it. BlackSky's exposure is comparable to Planet Labs in the Supercycle universe, with a sharper tilt toward defense and intelligence missions.
BKSY is tracked in Defense & Aerospace AI, rated Core on the AI Exposure leaderboard.
By the numbers
52-week range
BKSY trades at $21.67, 22% of the way up its 52-week range of $13.14 to $51.63.
Market cap
Market capitalization is $886.84M, with an AI Exposure Score of 72 out of 100.
Next earnings
BlackSky Technology is next expected to report earnings on November 5, 2026.
Market data as of the close on . Prices are end of day, not live.
Frequently asked questions
What does BlackSky Technology do?
BlackSky operates its own constellation of high-revisit imaging satellites and sells real-time geospatial intelligence subscriptions. Defense and intelligence customers use its Spectra AI platform to task satellites, monitor sites, and receive automated alerts about activity on the ground.
How is BlackSky exposed to AI?
Supercycle rates BlackSky as Core with an AI Exposure Score of 72 out of 100. AI analytics is the differentiator it monetizes on top of satellite imagery capacity, with computer vision doing the detection and tracking work customers pay for.
What is Spectra AI?
Spectra AI is BlackSky's software platform. It automatically tasks the satellite constellation, processes incoming imagery, and applies computer vision to detect and track objects like ships, aircraft, and vehicles, converting fresh imagery into actionable alerts within minutes.
Who leads BlackSky?
Brian O'Toole serves as chief executive. He led the company's transformation from a satellite imaging startup into an AI-driven geospatial intelligence provider and its 2021 public listing on the NYSE.
Is BKSY a pure play AI stock?
Not quite. BlackSky is a Core tier stock. AI analytics defines its product and wins its contracts, but the business also carries the capital demands of building and operating a satellite constellation, which anchors part of the thesis in space hardware.
Profile written 2026-08, updated as the business changes. Editorial content, not investment advice.