Tema ETFs LLC Acquires 1,445,416 Shares of BlackSky Technology Inc. $BKSY

Tema ETFs LLC lifted its holdings in shares of BlackSky Technology Inc. (NYSE:BKSY) by 110,505.8% in the second quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 1,446,724 shares of the company’s stock after buying an additional 1,445,416 shares during the period. BlackSky Technology comprises about 1.3% of Tema ETFs LLC’s portfolio, making the stock its 17th biggest holding. Tema ETFs LLC’s holdings in BlackSky Technology were worth $40,393,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also modified their holdings of BKSY. Bank of New York Mellon Corp boosted its stake in BlackSky Technology by 392.8% in the fourth quarter. Bank of New York Mellon Corp now owns 2,072,543 shares of the company’s stock valued at $38,860,000 after buying an additional 1,652,014 shares in the last quarter. Vanguard Group Inc. grew its position in BlackSky Technology by 7.8% in the third quarter. Vanguard Group Inc. now owns 1,697,683 shares of the company’s stock valued at $34,208,000 after acquiring an additional 123,171 shares during the last quarter. State Street Corp raised its stake in BlackSky Technology by 63.3% during the fourth quarter. State Street Corp now owns 996,019 shares of the company’s stock worth $18,675,000 after acquiring an additional 386,207 shares in the last quarter. Daiwa Securities Group Inc. acquired a new position in BlackSky Technology during the fourth quarter worth about $16,395,000. Finally, Geode Capital Management LLC lifted its holdings in shares of BlackSky Technology by 3.3% in the fourth quarter. Geode Capital Management LLC now owns 718,490 shares of the company’s stock worth $13,474,000 after acquiring an additional 22,695 shares during the last quarter. 27.15% of the stock is currently owned by institutional investors.

Trending Headlines about BlackSky Technology

Here are the key news stories impacting BlackSky Technology this week:

• Positive Sentiment: BlackSky won a seven-figure, multi-year international contract covering combined assured and on-demand subscriptions. The expanded agreement follows a successful pilot and includes Gen-2 and Gen-3 imagery plus AI-enabled analytics, supporting recurring, potentially high-margin revenue and validating customer demand for the company’s satellite-imagery platform. BlackSky Wins Seven-Figure, Multi-Year International Contract for Combined Assured and On-Demand Subscriptions
• Positive Sentiment: Clear Street upgraded BlackSky from “hold” to “strong buy,” adding to bullish sentiment around the stock. BlackSky Technology analyst upgrade
• Positive Sentiment: Sidoti raised its EPS forecasts across several periods: FY2026 to a loss of $1.09 from $1.20, Q3 2026 to a loss of $0.23 from $0.25, Q1 2027 to a loss of $0.10 from $0.13, and Q2 2027 to a loss of $0.06 from $0.09. Its FY2027 forecast improved to positive EPS of $0.03 from a loss of $0.04, suggesting analysts see a faster path toward profitability.
• Neutral Sentiment: A Zacks comparison examined BlackSky’s year-to-date performance against Paymentus and the broader business-services sector. The report provides relative-performance context but does not identify a new company-specific catalyst. Is BlackSky Technology Outperforming Other Business Services Stocks This Year?
• Negative Sentiment: BlackSky continues to face substantial earnings risk. Its latest quarterly EPS missed estimates, and analysts still expect a full-year loss, while the company has reported a deeply negative net margin. The improved forecasts are encouraging but imply profitability remains a forward-looking objective.

BlackSky Technology Trading Up 4.6%

Shares of BKSY stock opened at $29.92 on Wednesday. BlackSky Technology Inc. has a twelve month low of $12.41 and a twelve month high of $52.88. The stock’s fifty day simple moving average is $27.15 and its 200 day simple moving average is $29.36. The company has a quick ratio of 3.34, a current ratio of 3.46 and a debt-to-equity ratio of 2.39. The firm has a market capitalization of $1.22 billion, a P/E ratio of -16.44 and a beta of 2.61.

BlackSky Technology (NYSE:BKSY) last posted its earnings results on Thursday, August 6th. The company reported ($0.54) EPS for the quarter, missing the consensus estimate of ($0.38) by ($0.16). BlackSky Technology had a negative net margin of 61.24% and a negative return on equity of 68.90%. The firm had revenue of $33.32 million during the quarter, compared to the consensus estimate of $30.72 million. As a group, sell-side analysts predict that BlackSky Technology Inc. will post -1.27 EPS for the current fiscal year.

Wall Street Analyst Weigh In

A number of equities research analysts have recently weighed in on the stock. Weiss Ratings restated a “sell (d-)” rating on shares of BlackSky Technology in a research note on Friday, July 17th. Wall Street Zen cut shares of BlackSky Technology from a “hold” rating to a “strong sell” rating in a research report on Saturday, May 16th. Clear Str raised shares of BlackSky Technology from a “hold” rating to a “strong-buy” rating in a research note on Monday. Finally, Jefferies Financial Group upgraded shares of BlackSky Technology to a “hold” rating in a research report on Wednesday, June 10th. One research analyst has rated the stock with a Strong Buy rating, two have assigned a Buy rating, one has issued a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $39.33.

BlackSky Technology Company Profile

BlackSky Technology, Inc operates Earth observation and geospatial intelligence services through a constellation of small satellites and an analytics platform. The company collects and processes high-revisit satellite imagery, enabling near-real-time monitoring of global events and locations. Clients across government, defense and commercial sectors leverage BlackSky’s imagery and data to support decision-making in areas such as supply chain monitoring, humanitarian aid, infrastructure management and security operations.

Founded in 2014 as part of Spaceflight Industries, BlackSky has grown its satellite constellation and analytics capabilities to deliver satellite imagery with high revisit rates and rapid tasking.