Dallas, Texas--(Newsfile Corp. - August 8, 2025) - BlackSky Technology, Inc. (NYSE: BKSY): Stonegate Capital Partners updates their coverage on BlackSky Technology, Inc. (NYSE: BKSY). BKSY reported revenue, adj EBITDA, and EPS of $22.2M, ($2.8)M, and ($1.27), respectively. This compares to our/consensus estimates of $22.2M/$22.2M, ($1.5)M/($1.3)M, and ($0.48)/($0.48). Imagery and Software Analytical Services revenue increased to $18.0M, up 2.9% y/y, reflecting growing demand and early access activity rela ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 ___________________________________ FORM 10-Q ___________________________________ (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2025 OR o TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 001-39113 _________________________________ ...

BlackSky Technology Inc. (NYSE: BKSY ) Q2 '25 earnings are out this morning, and the numbers took everyone by surprise, including me. Revenue disappointed , down 11.5% year-over-year. On top of this, the company reducedI’m a retired Wall Street PM specializing in TMT; since kickstarting my career, I’ve spent over two decades in the market navigating the technology landscape, focusing on risk mitigation through the dot com bubble, credit default of ‘08, and, more recently, with the AI boom. In one word, what ...

BlackSky (BKSY) Q2 2025 Earnings Call August 07, 2025 08:30 AM ET Speaker0Good morning, ladies and gentlemen, and welcome to BlackSky Technologies Second Quarter twenty twenty five Earnings Conference Call. All lines have been placed on mute to prevent any background noise. After the speakers' remarks, there will be a question and answer session. Please note that this conference call is being recorded. I would now like to turn the call over to Ali Bonia, BlackSky's Vice President of Investor Relations.Pleas ...

August 7, 2025 BLACKSKY Q2 2025 EARNINGS WEBCAST © BlackSky 2025. All rights reserved. Proprietary. Legal Disclaimer FORWARD-LOOKING STATEMENTS Certain statements in this presentation may contain forward-looking statements within the meaning of the federal securities laws with respect to BlackSky. Words such as "believe," "project," "expect," "anticipate," "estimate," "intend," "strategy," "future," "opportunity," "plan," "may," "should," "will," "would," "will be," "will continue," "will likely result," an ...

BLACKSKY REPORTS SECOND QUARTER 2025 RESULTS Second Gen-3 Satellite Launched and Delivering Very High Resolution Imagery Within 12 Hours New and Existing Customers Commence Early Access to Gen-3 Services Company Raises $185 Million in Upsized Convertible Note Offering HERNDON, VA – August 7, 2025 – BlackSky Technology Inc. ("BlackSky" or the "Company") (NYSE: BKSY) announced results for the second quarter ended June 30, 2025. "We successfully launched and commissioned our second Gen-3 satellite, which is pe ...

股价表现 - BlackSky Technology Inc (BKSY) 股价在最近一个交易日上涨8.9%至28.29美元 成交量显著高于平均水平 [1] - 过去四周该股累计涨幅达104.3% 主要受益于全球国防开支增长预期 推动投资者对国家安全相关公司的兴趣 [1] 财务预期 - 公司预计季度每股亏损0.40美元 同比改善16.7% 预期营收2792万美元 同比增长11.9% [2] - 过去30天共识EPS预期维持不变 缺乏盈利预期上调趋势可能限制股价持续上涨空间 [3] 行业对比 - 同属技术服务业 同行Allot Communications (ALLT) 近期股价下跌5.5%至8.18美元 过去一个月回报率为-0.9% [3] - ALLT最新季度EPS预期在过去一个月下调50%至0美元 但较去年同期实现100%的增长 [4] 市场评级 - BlackSky Technology当前Zacks评级为3级(持有) 所属行业为技术服务业 [3] - Allot Communications同样持有Zacks 3级评级 [4]

BlackSky股价波动分析 - 公司股价在分析师Scott Buck预测一年内目标价28美元后迅速上涨至并超过该目标价 [1] - 股价今日暴跌20% 主要由于公司宣布发行1 25亿美元可转换债券 并可能扩大至1 438亿美元 最终因需求强劲将发行规模上调至1 6亿美元(潜在1 85亿美元) [3] 债务重组细节 - 新发行债券利率8 25% 显著低于旧债务约11 5%的利率水平 [5] - 募集资金中1 133亿美元将用于偿还旧债 剩余资金用于公司一般用途 [3] - 债券转股触发价为每股37美元 较当前股价需上涨60% [5] 市场反应评估 - 投资者担忧可能出现的股权稀释效应导致抛售 [4] - 债务条款改善(利率降低+高转股价)显示当前抛售存在过度反应迹象 [5]

公司融资计划 - BlackSky Technology宣布发行2033年到期的1.25亿美元可转换优先票据 [1] - 公司授予票据初始购买者额外购买1875万美元本金票据的选择权 [1] 资金用途 - 计划将1.031亿美元用于偿还并终止有担保定期贷款 [2] - 1020万美元用于偿还并终止有担保循环信贷 [2] - 剩余资金将用于一般公司用途 [2] 股价变动 - BlackSky Technology股价在盘后交易中下跌222.23%至23美元 [3]

分析师评级与投资参考 - 分析师评级可作为投资参考工具 但不应作为唯一决策依据 [1][2] - 当前有三只股票获得分析师一致看好 且在三季度初均出现大幅上涨 [3] BlackSky Technology (BKSY) - 股价在2025年6月底单周飙升21% 主因获得美国国家地理空间情报局2400万美元四年期合同 该合同属于框架协议 未来可能带来更多业务 [4] - 公司宣布新卫星计划 将扩展高频监测星座系统 首颗卫星预计2027年发射 [5] - 地理空间智能订阅服务积压订单超3.5亿美元 年销售额同比增长超20% [6] - 分析师认为当前股价上涨空间仅剩5% [6] Core Scientific (CORZ) - 2025年6月底股价上涨49% 因AI超算公司CoreWeave重启收购谈判 [7] - 2024年CoreWeave曾提出每股5.75美元 总价超10亿美元的收购要约 但被公司以估值过低为由拒绝 [8] - 当前市值超50亿美元 市场预期新报价可能包含溢价 [8] - 与CoreWeave签署200兆瓦基础设施协议 用于支持高性能计算 [9] Ambarella (AMBA) - 2025年6月底股价上涨 因市场传闻公司寻求出售 [11] - Edge AI系统级芯片在竞争中占据优势 且定价高于其他产品 [12] - 8位分析师给予买入评级 4位建议持有 共识目标价隐含28%上涨空间 [12] AI行业投资机会 - 列出2025年十大最佳AI股票清单 [16]