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BlackSky Technology Inc. (BKSY-WT) Stock Fundamental Analysis & AI Rating 2026

BKSY-WT NYSE Radio & Tv Broadcasting & Communications Equipment DE CIK: 0001753539
Updated This Month • Analysis: Mar 21, 2026 • SEC Data: 2025-12-31
Combined AI Rating
SELL
89% Confidence
AGREEMENT
STRONG SELL
92% Conf
SELL
86% Conf

📊 BKSY-WT Key Takeaways

Revenue: $106.6M
Net Margin: -65.9%
Free Cash Flow: $-28.3M
Current Ratio: 3.48x
Debt/Equity: 2.12x
EPS: $-2.09
AI Rating: STRONG SELL with 92% confidence
BlackSky Technology Inc. (BKSY-WT) receives a SELL rating with 89% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $106.6M, net profit margin of -65.9%, and return on equity (ROE) of -74.1%, BlackSky Technology Inc. demonstrates mixed fundamentals in the Telecom sector. Below is our complete BKSY-WT stock analysis for 2026.

Is BlackSky Technology Inc. (BKSY-WT) a Good Investment?

Claude

BlackSky Technology is a fundamentally distressed business with massive operating losses (-44% margin), negative free cash flow (-$28.3M), and deteriorating financial health despite modest revenue growth. The company's 2.12x debt-to-equity ratio combined with negative interest coverage (-3.1x) indicates severe debt sustainability concerns with current operations unable to service obligations.

ChatGPT

BlackSky shows modest top-line growth, but the quality of that growth is weak given deeply negative operating and net margins, negative operating cash flow, and a large net loss relative to revenue. The balance sheet has enough near-term liquidity to support operations, but leverage is high and interest coverage is negative, leaving limited room for execution missteps unless profitability and cash burn improve materially.

Why Buy BlackSky Technology Inc. Stock? BKSY-WT Key Strengths

Claude
  • + Moderate revenue growth of 4.4% YoY demonstrates some market demand
  • + Strong liquidity position with 3.48x current ratio and $42.4M cash provides short-term operational runway
  • + Recent insider activity with 8 Form 4 filings may indicate management confidence in turnaround efforts
ChatGPT
  • + Revenue is still growing year over year, indicating continued demand for its services
  • + Strong current and quick ratios suggest solid near-term liquidity
  • + Asset base remains sizable relative to equity, providing operating capacity for future scale

BKSY-WT Stock Risks: BlackSky Technology Inc. Investment Risks

Claude
  • ! Severe operating losses with -44% operating margin and -$65.9% net margin indicate structural unprofitability
  • ! Negative operating and free cash flow of -$28.3M annually unsustainable without capital raises or dramatic operational improvement
  • ! High leverage with $201.1M long-term debt against $94.9M equity and negative interest coverage creates acute default risk
  • ! Deteriorating net income loss of -$70.3M (-22.8% YoY worse) shows worsening financial condition
ChatGPT
  • ! Losses remain severe, with a -44.0% operating margin and -65.9% net margin
  • ! Cash generation is weak, with negative operating cash flow and negative free cash flow
  • ! Leverage is elevated, with debt/equity of 2.12x and negative interest coverage

Key Metrics to Watch

Claude
  • * Path to operating profitability and operating margin improvement trajectory
  • * Operating cash flow stabilization and return to positive FCF generation
  • * Debt refinancing ability and covenant compliance given negative interest coverage
ChatGPT
  • * Operating cash flow trend relative to revenue growth
  • * Operating margin improvement and debt servicing capacity

BlackSky Technology Inc. (BKSY-WT) Financial Metrics & Key Ratios

Revenue
$106.6M
Net Income
$-70.3M
EPS (Diluted)
$-2.09
Free Cash Flow
$-28.3M
Total Assets
$386.2M
Cash Position
$42.4M

💡 AI Analyst Insight

Strong liquidity with a 3.48x current ratio provides a solid financial cushion.

BKSY-WT Profit Margin, ROE & Profitability Analysis

Gross Margin N/A
Operating Margin -44.0%
Net Margin -65.9%
ROE -74.1%
ROA -18.2%
FCF Margin -26.6%

BKSY-WT vs Telecom Sector: How BlackSky Technology Inc. Compares

How BlackSky Technology Inc. compares to Telecom sector averages

Net Margin
BKSY-WT -65.9%
vs
Sector Avg 14.0%
BKSY-WT Sector
ROE
BKSY-WT -74.1%
vs
Sector Avg 15.0%
BKSY-WT Sector
Current Ratio
BKSY-WT 3.5x
vs
Sector Avg 1.0x
BKSY-WT Sector
Debt/Equity
BKSY-WT 2.1x
vs
Sector Avg 1.2x
BKSY-WT Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is BlackSky Technology Inc. Stock Overvalued? BKSY-WT Valuation Analysis 2026

Based on fundamental analysis, BlackSky Technology Inc. shows some fundamental concerns relative to the Telecom sector in 2026.

Return on Equity
-74.1%
Sector avg: 15%
Net Profit Margin
-65.9%
Sector avg: 14%
Revenue Growth
N/A
Year-over-year
Debt/Equity
2.12x
Sector avg: 1.2x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

BlackSky Technology Inc. Balance Sheet: BKSY-WT Debt, Cash & Liquidity

Current Ratio
3.48x
Quick Ratio
3.37x
Debt/Equity
2.12x
Debt/Assets
75.4%
Interest Coverage
-3.14x
Long-term Debt
$201.1M

BKSY-WT Revenue & Earnings Growth: 5-Year Financial Trend

BKSY-WT 5-year financial data: Year 2021: Revenue $34.1M, Net Income -$19.5M, EPS $-0.60. Year 2022: Revenue $65.4M, Net Income -$245.6M, EPS $-3.39. Year 2023: Revenue $94.5M, Net Income -$74.2M, EPS $-0.63. Year 2024: Revenue $102.1M, Net Income -$53.9M, EPS $-3.18. Year 2025: Revenue $106.6M, Net Income -$57.2M, EPS $-2.67.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: BlackSky Technology Inc.'s revenue has grown significantly by 213% over the 5-year period, indicating strong business expansion. The most recent EPS of $-2.67 indicates the company is currently unprofitable.

BKSY-WT Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
-26.6%
Free cash flow / Revenue

BKSY-WT Quarterly Earnings & Performance

Quarterly financial performance data for BlackSky Technology Inc. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2025 $19.6M -$9.4M $-0.44
Q2 2025 $22.2M -$9.4M $-0.52
Q1 2025 $24.2M -$12.8M $-0.42
Q3 2024 $21.3M $675.0K $0.04
Q2 2024 $19.3M -$9.4M $-0.06
Q1 2024 $18.4M -$15.8M $-0.11
Q3 2022 $7.9M -$13.0M $-0.11
Q2 2022 $7.4M -$20.0M $-0.22

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

BlackSky Technology Inc. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
-$28.3M
Cash generated from operations
Dividends
None
No dividend program

BKSY-WT SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for BlackSky Technology Inc. (CIK: 0001753539)

📋 Recent SEC Filings

Date Form Document Action
Apr 16, 2026 10-K/A bksy-20251231.htm View →
Apr 7, 2026 8-K bksy-20260407.htm View →
Apr 1, 2026 4 xslF345X06/wk-form4_1775074229.xml View →
Apr 1, 2026 4 xslF345X06/wk-form4_1775074165.xml View →
Apr 1, 2026 4 xslF345X06/wk-form4_1775074101.xml View →

Frequently Asked Questions about BKSY-WT

What is the AI rating for BKSY-WT?

BlackSky Technology Inc. (BKSY-WT) has a Combined AI Rating of SELL from Claude (STRONG SELL) and ChatGPT (SELL) with 89% combined confidence, based on fundamental analysis of SEC EDGAR filings.

What are BKSY-WT's key strengths?

Claude: Moderate revenue growth of 4.4% YoY demonstrates some market demand. Strong liquidity position with 3.48x current ratio and $42.4M cash provides short-term operational runway. ChatGPT: Revenue is still growing year over year, indicating continued demand for its services. Strong current and quick ratios suggest solid near-term liquidity.

What are the risks of investing in BKSY-WT?

Claude: Severe operating losses with -44% operating margin and -$65.9% net margin indicate structural unprofitability. Negative operating and free cash flow of -$28.3M annually unsustainable without capital raises or dramatic operational improvement. ChatGPT: Losses remain severe, with a -44.0% operating margin and -65.9% net margin. Cash generation is weak, with negative operating cash flow and negative free cash flow.

What is BKSY-WT's revenue and growth?

BlackSky Technology Inc. reported revenue of $106.6M.

Does BKSY-WT pay dividends?

BlackSky Technology Inc. does not currently pay dividends.

Where can I find BKSY-WT SEC filings?

Official SEC filings for BlackSky Technology Inc. (CIK: 0001753539) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is BKSY-WT's EPS?

BlackSky Technology Inc. has a diluted EPS of $-2.09.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.

Is BKSY-WT a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, BlackSky Technology Inc. has a SELL rating with 89% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is BKSY-WT stock overvalued or undervalued?

Valuation metrics for BKSY-WT: ROE of -74.1% (sector avg: 15%), net margin of -65.9% (sector avg: 14%). Compare these metrics with sector averages to assess valuation.

Should I buy BKSY-WT stock in 2026?

Our dual AI analysis gives BlackSky Technology Inc. a combined SELL rating for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is BKSY-WT's free cash flow?

BlackSky Technology Inc.'s operating cash flow is $-28.3M, with capital expenditures of N/A. FCF margin is -26.6%.

How does BKSY-WT compare to other Telecom stocks?

Vs Telecom sector averages: Net margin -65.9% (avg: 14%), ROE -74.1% (avg: 15%), current ratio 3.48 (avg: 1).

Is BlackSky Technology Inc. carrying too much debt?

BKSY-WT has a debt-to-equity ratio of 2.12x, which is above the Telecom sector average of 1.2x. However, the current ratio of 3.48 suggests adequate short-term liquidity.

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: Mar 21, 2026 | Data as of: 2025-12-31 | Powered by Claude AI