For the third quarter of 2026, analysts expect Blacksky Technology to report revenue of $28.3 million and an EPS of -$0.25, with the current stock price of $12.45 trading significantly below the average analyst price target of $18.00. The primary focus for investors this quarter is the company's progress toward sustained profitability, specifically through its Adjusted EBITDA performance.
Market participants are closely monitoring the operational rollout of the Gen-3 satellite constellation and its ability to drive higher-margin data services. Recent contract expansions with international defense agencies and the NRO have provided a strong backlog, shifting the narrative toward execution and margin expansion.