BlackSky

BlackSky

Real-time satellite imagery and analytics platform

Overview

BlackSky provides real-time geospatial intelligence by operating a constellation of small satellites that monitor strategic locations and global events. Users access an analytics platform to request on-demand imagery and receive automated data insights about specific economic or security assets. Unlike competitors that may only photograph a site once every few days, BlackSky captures images many times per day to show changes as they happen. The company's goal is to provide a live, high-frequency view of the world to help organizations make immediate decisions during disasters or security threats.

About BlackSky

Simplify's Rating
Why BlackSky is rated
B-
Rated B on Competitive Edge
Rated B on Growth Potential
Rated C on Differentiation

Industries

Data & Analytics

Government & Public Sector

Enterprise Software

Aerospace

Company Size

201-500

Company Stage

IPO

Headquarters

Herndon, Virginia

Founded

2013

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Simplify's Take

What believers are saying

  • August 6, 2026 guidance stayed $130-$150 million revenue and $12-$24 million EBITDA.
  • July 8, 2026 BlackSky won U.S. R&D contracts for automated target recognition.
  • Q1 2026 added over two dozen Gen-3 customers, expanding on-demand subscriptions.

What critics are saying

  • Capital expenditures stay $50-$60 million in 2026, draining cash from growth.
  • Government contracts dominate; missed renewals from NRO or NGA hit revenue fast.
  • AROS delays or Gen-3 launch failures leave BlackSky behind Planet and Maxar.

What makes BlackSky unique

  • BlackSky runs Gen-3 imagery and analytics inside classified government workflows.
  • August 6, 2026 revenue hit $33.3 million, up 50.1% year-over-year.
  • June 9, 2026 NRO funding pushes AROS toward 2028 flight-ready mapping.

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Funding

Total Funding

$741.6M

Above

Industry Average

Funded Over

9 Rounds

Notable Investors:
Private Placement Non VC funding comparison data is currently unavailable. We're working to provide this information soon!
Private Placement Non VC Funding Comparison
Coming Soon

Benefits

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

Unlimited Paid Time Off

Paid Vacation

401(k) Retirement Plan

401(k) Company Match

Flexible Spending Accounts

Employee Stock Purchase Plan

Employee Assistance and Travel Assistance Programs

Professional Development Budget

Employer matching donations

Stock Price

Growth & Insights and Company News

Headcount

6 month growth

0%

1 year growth

0%

2 year growth

0%
Yahoo Finance
Aug 7th, 2026
BlackSky Technology 31% undervalued after Q2 revenue surges 50% and guidance reaffirmed

BlackSky Technology reported second quarter 2026 results showing 50.1% year-over-year revenue growth and a narrower loss whilst reaffirming full-year revenue guidance of $130 million to $150 million. The stock rebounded sharply following the announcement, with a one-day return of 10.37% and seven-day return of 23.73%. Despite recent volatility, including a 29.56% decline over 90 days, the share price has delivered a 33.48% year-to-date return and 61.48% one-year total shareholder return. At $27.79 per share, analysts suggest the stock could be 31.4% undervalued against a fair value estimate of $40.50. The company's Gen-3 satellite constellation ramp-up is driving demand and contract expansion. However, execution and funding risks remain, particularly around capital requirements and early access contract conversion rates.

The Defense Post
Jul 9th, 2026
BlackSky advances AI that spots targets, assesses strike damage From space.

BlackSky advances AI that spots targets, assesses strike damage From space. Less than a minute From spotting military targets to evaluating the aftermath of strikes, BlackSky is advancing artificial intelligence designed to accelerate space-based intelligence for military operations. The company has secured multiple US research and development contracts to expand its Gen-3 AI capabilities, enabling government customers to automatically identify targets, assess battle damage, and analyze satellite imagery within classified environments. In one of the contracts, BlackSky will enhance its automated target recognition tech while continuing to develop AI-powered battle damage assessment tools that help military decision-makers quickly evaluate the effects of strikes.

Electronics Buzz
Jul 8th, 2026
BlackSky unveils Gen-3 AI ISR solutions.

BlackSky unveils Gen-3 AI ISR solutions. Multiple US R & D contracts to advance customer automated target recognition capabilities and integrate battle damage detection into Gen-3 architecture July 8, 2026 BlackSky Technology 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." "BlackSky's commercial AI capabilities are adding machine speed to our customers' space-based intelligence decision loop, compressing time and increasing the accuracy of strategic and tactical assessments, during live operations," said O'Toole. Under one contract BlackSky will leverage proven, high-performance AI-enabled object detection and identification algorithms to mature space-based automated target recognition capabilities within the customer's classified workflow. BlackSky will also continue to develop AI-enabled Battle Damage Detection analytics as a feature of its commercial Gen-3 offering. Automated battle damage analytics help decision makers quickly evaluate the physical and functional damage inflicted on targets during military operations. The Gen-3 constellation delivers industry-leading, best-in-class 35-centimeter imagery resolution with AI-driven analytics. The sharpness of imagery provides tactical visual clarity, reduces classification ambiguities, and reduces human analysts' cognitive load. The entire Gen-3 constellation has consistently delivered images with remarkable clarity and uniform quality, detailing vehicles, maritime vessels, and aircraft of various sizes, as well as individual people and their shadows.

Yahoo Finance
Jun 18th, 2026
BlackSky CEO sells 15,500 shares worth $529,000 at favourable price above market close

BlackSky Technology CEO Brian O'Toole sold 15,512 shares of common stock on 10 June 2026 for approximately $529,000, according to an SEC filing. The shares were sold at $34.10 each, above the day's opening price of $31.38 and closing price of $31.79. The transaction reduced O'Toole's direct holdings by 1.3%, leaving him with substantial ownership valued at $36.2 million based on the closing price. The sale represents one of O'Toole's larger transactions but fits within his established selling pattern, marking his fourth sale since March 2025. BlackSky Technology provides geospatial intelligence and satellite imagery services to government and commercial clients. The company reported $97.81 million in trailing twelve-month revenue and employs 297 people.

Buy Aussie Stuff
Jun 10th, 2026
NRO funds BlackSky for new satellites, AI-optimized image detection system | News World Defense.

NRO funds BlackSky for new satellites, AI-optimized image detection system | News World Defense. WASHINGTON ― The National Reconnaissance Office (NRO) has topped up its existing contract with BlackSky Technologies to help speed the development of new wide-area imagery satellites designed to support AI-driven target detection and analytics, according to agency and company officials. In an announcement today, BlackSky said that the funding injection will "accelerate the development of the company's AROS broad area collection satellites" to enable the...

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