BlackSky Technology Inc.

Key Points
BlackSky Technology stock gained ground today in conjunction with bullish momentum for the broader market.
Hopes that trade-war and debt-ceiling disputes will be resolved helped power gains for stocks today.
BlackSky Technology (NYSE: BKSY) stock banked solid gains in Monday's trading. The satellite technology company's share price gained 9.4% in the day's trading. Meanwhile, the S&P 500 rose 1.1%, and the Nasdaq Composite ended the day's trading with gains of 1.3%.
The stock market surged today as investors got some encouraging news on negotiations in Congress and on the U.S.-China trade front. With today's pop, the company's share price is now up approximately 148% in 2025.
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BlackSky rises as investors pile back into growth stocks
The stock market has been volatile recently as investors have focused on risks related to trade disputes, debate about the debt ceiling and budgetary matters in Congress, and other factors. Despite some recent pressures, investors took assurances about potential resolutions and de-escalations for trade-ware and debt-ceiling issues as bullish indicators and heavily bought back into stocks on Monday. BlackSky's jump today has pushed the company's market capitalization up to approximately $948 million.
What's next for BlackSky?
BlackSky is scheduled to publish its third-quarter results and issue new business-outlook guidance before the market opens on Nov. 6. With its last business update, the company said that it expected full-year sales to come in between $105 million and $130 million.
Management also said it expected non-GAAP (adjusted) earnings before interest, taxes, depreciation, and amortization (EBITDA) to come in between break-even and $10 million. Meanwhile, capital expenditures were projected to come in between $60 million and $70 million. Following some recent contract announcements, investors may be looking for the company's sales performance to come in above the target range management last suggested.
Should you invest $1,000 in BlackSky Technology right now?
Before you buy stock in BlackSky Technology, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and BlackSky Technology wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $646,805!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,123,113!*
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Keith Noonan has no position in any of the stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Why BlackSky Technology Stock Soared Today

Investors in BlackSky Technology Inc (Symbol: BKSY) saw new options become available today, for the December 19th expiration. At Stock Options Channel, our YieldBoost formula has looked up and down the BKSY options chain for the new December 19th contracts and identified one put and one call contract of particular interest.
The put contract at the $25.00 strike price has a current bid of $1.70. If an investor was to sell-to-open that put contract, they are committing to purchase the stock at $25.00, but will also collect the premium, putting the cost basis of the shares at $23.30 (before broker commissions). To an investor already interested in purchasing shares of BKSY, that could represent an attractive alternative to paying $29.05/share today.
Because the $25.00 strike represents an approximate 14% discount to the current trading price of the stock (in other words it is out-of-the-money by that percentage), there is also the possibility that the put contract would expire worthless. The current analytical data (including greeks and implied greeks) suggest the current odds of that happening are 75%. Stock Options Channel will track those odds over time to see how they change, publishing a chart of those numbers on our website under the contract detail page for this contract. Should the contract expire worthless, the premium would represent a 6.80% return on the cash commitment, or 38.76% annualized — at Stock Options Channel we call this the YieldBoost.
Below is a chart showing the trailing twelve month trading history for BlackSky Technology Inc, and highlighting in green where the $25.00 strike is located relative to that history:
Turning to the calls side of the option chain, the call contract at the $40.00 strike price has a current bid of $3.40. If an investor was to purchase shares of BKSY stock at the current price level of $29.05/share, and then sell-to-open that call contract as a "covered call," they are committing to sell the stock at $40.00. Considering the call seller will also collect the premium, that would drive a total return (excluding dividends, if any) of 49.40% if the stock gets called away at the December 19th expiration (before broker commissions). Of course, a lot of upside could potentially be left on the table if BKSY shares really soar, which is why looking at the trailing twelve month trading history for BlackSky Technology Inc, as well as studying the business fundamentals becomes important. Below is a chart showing BKSY's trailing twelve month trading history, with the $40.00 strike highlighted in red:
Considering the fact that the $40.00 strike represents an approximate 38% premium to the current trading price of the stock (in other words it is out-of-the-money by that percentage), there is also the possibility that the covered call contract would expire worthless, in which case the investor would keep both their shares of stock and the premium collected. The current analytical data (including greeks and implied greeks) suggest the current odds of that happening are 54%. On our website under the contract detail page for this contract, Stock Options Channel will track those odds over time to see how they change and publish a chart of those numbers (the trading history of the option contract will also be charted). Should the covered call contract expire worthless, the premium would represent a 11.70% boost of extra return to the investor, or 66.71% annualized, which we refer to as the YieldBoost.
The implied volatility in the put contract example is 141%, while the implied volatility in the call contract example is 142%.
Meanwhile, we calculate the actual trailing twelve month volatility (considering the last 250 trading day closing values as well as today's price of $29.05) to be 101%. For more put and call options contract ideas worth looking at, visit StockOptionsChannel.com.
Also see:
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

December 19th Options Now Available For BlackSky Technology (BKSY)

Key Points
BlackSky is seeing a big pullback today after Clear Street and Canaccord published new coverage on the stock.
Clear Street cuts its rating on the stock from buy to hold but increased its one-year price target from $20 per share to $24 per share.
Canaccord kept a buy rating on the stock but lowered its price target from $28 per share to $27 per share.
BlackSky Technology (NYSE: BKSY) stock is getting hit with big sell-offs Tuesday following a couple of negative catalysts. The satellite technology company's share price was down 12% as of noon ET. At the same point in the daily session, the S&P 500 was down 0.2%, and the Nasdaq Composite was down 0.5%.
In addition to some bearish momentum for the broader market today, BlackSky's valuation is being pressured by new analyst notes from Clear Street and Canaccord. Despite today's pullback, the defense-tech specialist's share price is still up roughly 80% across 2025's trading.
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BlackSky stock sinks following new analyst notes
Before the market opened this morning, Clear Street published new coverage on BlackSky and lowered its rating on the stock from buy to hold. While the investment firm actually raised its one-year price target on the stock from $20 per share to $24 per share, its analysts raised concerns about the company's valuation and suggested that shares now offer limited upside.
Shortly after the publication of Clear Street's note, Canaccord chimed in with its own coverage and kept a buy rating on the stock. On the other hand, Canaccord lowered its price target on the stock from $28 per share to $27 per share due to an unexpected sales decline in the preliminary second-quarter numbers published by the company.
What's next for BlackSky?
BlackSky is set to publish its second-quarter results and hold an investor conference call before the market opens on Aug. 7, but investors already have a pretty good idea of what to expect. The company submitted a filing to the Securities and Exchange Commission (SEC) on July 17 that included preliminary results for the company's second quarter.
Revenue fell roughly 11% year over year to come in at $22.2 million, which was significantly below the roughly $27.9 million in sales called for by the average analyst estimate. The company saw a substantial decline in professional-and-engineering services revenue, which was partially attributable to the timing of completing longer-term contracts. Despite already having a pretty good idea of what the Q2 numbers will look like, the company's conference call should give investors an update on BlackSky's Gen-3 satellites and recent contract wins.
Should you invest $1,000 in BlackSky Technology right now?
Before you buy stock in BlackSky Technology, consider this:
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Keith Noonan has no position in any of the stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Why BlackSky Technology Stock Is Plummeting Today

Key Points
BlackSky stock is surging in today's trading amid a bullish outlook on defense-tech spending.
President Trump has approved advanced weapons systems being sent to Ukraine, which could be good news for BlackSky.
BlackSky's valuation will likely see moves in conjunction with interest rate news this month.
BlackSky Technology (NYSE: BKSY) stock is scoring another day of big gains in Monday's trading. The satellite-technologies company's share price was up 7.4% as of 2:15 p.m. ET. The stock had been up as much as 11.6% earlier in the day.
BlackSky Technology's valuation is getting a boost today amid some favorable demand indicators for its defense-related technologies. The stock is also getting a lift from expectations that interest rates could be moving lower in the near future.
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BlackSky Technology stock surges on defense-spending outlook
Citi published new coverage on companies in the space tech, defense, and aeronautics industries today and said that it was seeing strong demand across the broader category. While BlackSky wasn't specifically given new rating or price target coverage, its stock appears to be benefiting from Citi's bullish outlook on the cross section of related technologies and industries.
BlackSky stock is likely also getting a boost from news that President Donald Trump has approved new, advanced weapons systems being sent to Ukraine in order to aid the country in its conflict with Russia. On July 8, BlackSky announced that it had signed a new contract with an international customer focused on supporting Ukraine in the war.
What's next for BlackSky stock?
With today's gains, BlackSky now has a market capitalization of roughly $773 million -- and it's trading at roughly 5.9 times expected forward sales for the year. The stock is now up 124% over the last month.
In addition to growing demand in the defense technologies space, BlackSky stock has recently been benefiting from expectations that the Federal Reserve is now likely to issue multiple cuts to the benchmark interest rate this year. Previously, investors had been split on whether even a single rate cut was in the cards. If the central banking authority does move to rapidly cut rates, that could create another strong bullish catalyst for BlackSky and other growth stocks.
Should you invest $1,000 in BlackSky Technology right now?
Before you buy stock in BlackSky Technology, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and BlackSky Technology wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $671,477!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,010,880!*
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Citigroup is an advertising partner of Motley Fool Money. Keith Noonan has no position in any of the stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Why BlackSky Technology Stock Is Soaring Today

Space stocks could be about to lift off. Fueled by advances in artificial intelligence (AI), cloud computing, and ever-rising compute power, these companies could be potent wealth escalators in the decades ahead.
Yet while everyone fixates on SpaceX's latest launch or dreams of Mars colonies, the real money is being made in less glamorous corners of the space economy -- from satellite communications that connect smartphones in the Amazon to space-based drug manufacturing that could cure cancer. The companies profiting from this opportunity that some see hitting $944 billion by 2033 aren't just building rockets. They're creating the infrastructure for humanity's next economic frontier.
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Here are seven space stocks I'd buy without batting an eye right now.
1. AST SpaceMobile brings cellular to the cosmos
AST SpaceMobile (NASDAQ: ASTS) is solving a problem that affects 5 billion people: cellular dead zones. The company's direct-to-smartphone satellite technology requires no special hardware or apps; your phone connects directly to satellites orbiting overhead.
The stock has rocketed more than 400% over the past 12 months, driven by game-changing partnerships like its recent deal with Vodafone Idea to serve 1.1 billion mobile subscribers in India. With $874 million in cash and plans to launch 20 to 25 satellites over the next six to nine months, AST SpaceMobile is rapidly building out its constellation.
Management projects second-half 2025 revenue of $50 million to $75 million -- a meaningful ramp from current levels. Yes, it's burning cash today, but when you're building the infrastructure to connect half the planet, that's the cost of admission.
2. Rocket Lab redefines launch economics
Rocket Lab (NASDAQ: RKLB) isn't trying to compete with SpaceX on size. It's competing on frequency and reliability. The company generated $122.6 million in Q1 2025 revenue, up 32% year over year, with its space systems business contributing 71% to total sales.
More importantly, Rocket Lab has a $1.07 billion backlog and is preparing to launch its larger Neutron rocket. The stock has surged 554% over the past 12 months to near all-time highs around $33. But with the company targeting a potential $5.6 billion National Security Space Launch contract, the growth runway extends far beyond the stratosphere.
3. Intuitive Machines lands the big contracts
Intuitive Machines (NASDAQ: LUNR) made history in 2024 as the first American company to land on the moon in over 50 years. Still, the real story is its selection for NASA's $4.8 billion Near Space Network program. While this maximum contract value is shared among multiple providers, Intuitive Machines has already secured significant milestone payments and turned free-cash-flow-positive in Q1 2025, generating $13.3 million despite just $62.5 million in revenue.
After successfully launching its IM-2 mission in February 2025 and projecting full-year revenue of $250 million to $300 million, the company offers a rare combination: a space stock that's generating cash while building critical infrastructure for lunar exploration. The stock has gained 173% over the past 12-month period, and with analysts expecting the company to reach profitability by 2027, patient investors could be handsomely rewarded.
4. BlackSky sees everything
BlackSky (NYSE: BKSY) operates in the rapidly growing Earth observation market with its constellation of satellites delivering 35-centimeter resolution imagery -- detailed enough to identify individual vehicles and people. The company's Gen-3 satellites can revisit locations hourly and deliver analytics within 12 hours of launch.
With over $130 million in Q1 2025 contract wins, including a $100 million seven-year international defense deal, BlackSky is building recurring revenue streams that most space companies can only dream about. Trading at under $17 a share at the time of writing, with a market cap of just $516 million, it's a tiny player in a massive market.
5. Redwire manufactures the future in orbit
Redwire (NYSE: RDW) is pioneering the most science fiction aspect of the space economy: manufacturing in microgravity. The company has successfully bioprinted human tissue on the International Space Station and is working with pharmaceutical giants like Eli Lilly on drug development.
Despite Q1 2025 revenue falling 30% to $61.4 million, Redwire is acquiring drone maker Edge Autonomy for $925 million to create a combined entity projecting $535 million to $605 million in 2025 revenue. With shares up 163% over the past 12 months, investors are positioning for a future where manufacturing in space becomes as routine as manufacturing on Earth.
6. Lockheed Martin builds the backbone
Lockheed Martin (NYSE: LMT) might seem like an odd choice for a list of space stocks, but the defense giant's space segment is developing next-generation satellites and missile defense systems critical to national security.
The company's TacSat demonstration satellite, predicted to launch in 2025, will showcase 5G military communications and advanced infrared sensing capabilities. Trading at just 17 times 2025 estimated earnings with a dividend yield above 2%, Lockheed offers a safer way to play the space boom while still capturing upside from increased government spending on space-based defense systems.
7. Voyager Technologies goes public at the perfect time
Voyager Technologies (NYSE: VOYG) burst onto the public markets in June 2025 with an IPO priced at $31 and soared to $69.75 on its opening day. The company is developing Starlab, a commercial space station to replace the ISS, with $217.5 million in NASA funding and partnerships with Palantir, Airbus, and Mitsubishi.
While the stock has pulled back from its debut highs to trade around $44 a share as of this writing, Voyager offers pure-play exposure to the space station economy, a market that could be worth tens of billions as companies seek microgravity research facilities. Yes, it's losing money today, but so was Amazon when it was building AWS. I'm not worried.
An exciting frontier of investing
These seven stocks offer different ways to profit from humanity's expansion beyond Earth. AST SpaceMobile and BlackSky are building the communications and intelligence infrastructure. Rocket Lab and Intuitive Machines provide the transportation. Redwire pioneers manufacturing. Lockheed Martin supplies the defense capabilities. And Voyager Space creates the destinations.
We're still in the dial-up-internet era of space commerce. Just as nobody in 1995 could imagine streaming 4K video on their phone, we can barely conceive what the space economy will enable by 2035. But one thing is certain: The companies building this infrastructure today can mint fortunes for patient investors willing to look beyond the launch pad.
Should you invest $1,000 in AST SpaceMobile right now?
Before you buy stock in AST SpaceMobile, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and AST SpaceMobile wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $676,023!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $883,692!*
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John Mackey, former CEO of Whole Foods Market, an Amazon subsidiary, is a member of The Motley Fool's board of directors. George Budwell has positions in Intuitive Machines, Lockheed Martin, Palantir Technologies, and Rocket Lab. The Motley Fool has positions in and recommends Amazon, Palantir Technologies, and Rocket Lab. The Motley Fool recommends Lockheed Martin. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

7 Space Stocks I'd Buy Without Hesitation

BlackSky Technology Inc. (BKSY) shares soared 11.9% in the last trading session to close at $14.22. The move was backed by solid volume with far more shares changing hands than in a normal session. This compares to the stock's 18.2% gain over the past four weeks.
The stock is benefiting from bullish momentum surrounding the company's expansion of the satellite constellation, fueling hype over enhanced imaging capabilities, faster data delivery, and increased government contract potential.
This company is expected to post quarterly loss of $0.40 per share in its upcoming report, which represents a year-over-year change of +16.7%. Revenues are expected to be $27.92 million, up 11.9% from the year-ago quarter.
While earnings and revenue growth expectations are important in evaluating the potential strength in a stock, empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements.
For BlackSky Technology, the consensus EPS estimate for the quarter has remained unchanged over the last 30 days. And a stock's price usually doesn't keep moving higher in the absence of any trend in earnings estimate revisions. So, make sure to keep an eye on BKSY going forward to see if this recent jump can turn into more strength down the road.
The stock currently carries a Zacks Rank #3 (Hold). You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>>
BlackSky Technology belongs to the Zacks Technology Services industry. Another stock from the same industry, Duolingo, Inc. (DUOL), closed the last trading session 1.5% lower at $471.57. Over the past month, DUOL has returned -7.6%.
Duolingo's consensus EPS estimate for the upcoming report has changed -0.2% over the past month to $0.55. Compared to the company's year-ago EPS, this represents a change of +7.8%. Duolingo currently boasts a Zacks Rank of #2 (Buy).
Zacks' Research Chief Names "Stock Most Likely to Double"
Our team of experts has just released the 5 stocks with the greatest probability of gaining +100% or more in the coming months. Of those 5, Director of Research Sheraz Mian highlights the one stock set to climb highest.
This top pick is a little-known satellite-based communications firm. Space is projected to become a trillion dollar industry, and this company's customer base is growing fast. Analysts have forecasted a major revenue breakout in 2025. Of course, all our elite picks aren't winners but this one could far surpass earlier Zacks' Stocks Set to Double like Hims & Hers Health, which shot up +209%.
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

BlackSky Technology (BKSY) Surges 11.9%: Is This an Indication of Further Gains?

"Space is hard," goes the one saying. It's especially hard for investors, who have struggled to make money in the nascent space industry ever since it burst into being with the Virgin Galactic IPO more than five years ago.
Initial enthusiasm for space stocks sparked a wave of SPAC IPOs in the sector, but several of those have already failed. Even among the survivors, unprofitable space stocks have faced difficulties in the stock market in recent months. From market-top back in mid-February to today, the ARK Space Exploration & Innovation ETF, for example, has lost 12% of its value -- and was down closer to 25% earlier this month.
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Now, "every cloud has a silver lining" is another great old saying. For investors, the silver lining of the sell-off in space stocks is that a lot of these companies got cheaper to invest in. After the first big sell-off and the recent rebound, investors with $100 or so to gamble on a high-risk, high-reward situation might be able to find some good values in space today.
Opportunities in space
I'm not going to talk about either of the two most popular space stocks today, AST SpaceMobile or Rocket Lab. Although at a market capitalization of $7.5 billion and more than $10 billion, respectively, these are clearly the highest-profile pure-play "space stocks," at valuations of more than 1,700 times trailing sales (AST) and even just 23 times sales (Rocket Lab) -- and with no profits, and so no price-to-earnings ratio -- they're also arguably the two most overvalued space stocks.
Instead, I'm going to focus on the three cheapest space stocks, which are, therefore, potentially -- to my mind at least -- the three smartest space stocks to buy for upside potential. These are:
BlackSky (NYSE: BKSY), Redwire (NYSE: RDW), and Spire Global (NYSE: SPIR).
Time to buy BlackSky?
With a total market capitalization of less than $270 million and a price-to-sales (P/S) valuation of just 2.6, BlackSky stock is arguably the cheapest of the new batch of space stocks at present. That said, it's also cheap for a reason.
Unprofitable today and not expected to earn its first profit before 2027, according to analysts polled by S&P Global Market Intelligence, BlackSky is also in the middle of a cash crunch. Although it's won some nice-size contracts that are bringing money in, the company is burning through about $56 million in negative free cash flow annually, and BlackSky only has about $52 million in the bank. That means it's going to be out of cash in less than a year and will need to either take on more debt (it already has $116.5 million in debt) or sell more stock.
My hunch is that it will sell stock. But BlackSky might also, potentially, sell itself to a bigger space company and generate a quicker payoff for its shareholders.
Redwire could make you some green
Only slightly more expensive than BlackSky is space infrastructure specialist Redwire. Although Redwire boasts a market capitalization of $863 million, the company also boasts three times BlackSky's annual revenue, such that Redwire's P/S ratio is only 2.8.
Redwire isn't profitable, either, and its cash reserves are even more stretched than BlackSky's, with less than $34 million in the bank at last report. The good news is that Redwire burned less than $24 million last year. The better news is that analyst forecasts suggest Redwire could turn free cash flow (FCF)-positive as early as this year and turn generally accepted accounting principles (GAAP)-profitable by 2026, a year before BlackSky.
Reaching FCF-positive would be a huge accomplishment for Redwire, assuring investors of its ability to continue as a going concern without the need for further stock sales. It would be a major catalyst that could drive the stock price higher, and it could happen this year.
Spire Global inspires value investors
Last but not least, Spire Global costs $345 million and has a price-to-sales ratio -- now -- of 3.1. Be prepared to see that number change dramatically in a quarter or two, though, because Spire appears to be about to strike a deal that could set its stock up to explode higher.
Spire is in the midst of negotiations to sell its maritime data business to Belgian data company Kpler. Earlier in the year, completion of this deal was in question, but it appears to be back on track now, and a sale could be imminent, yielding a $241 million cash windfall for Spire that would permit it to pay off all its debts, and also fund operations for the next three years (at the company's current burn rate).
Granted, Spire would still be a long way from profitable or FCF-positive. But successfully closing this deal would provide a near-term catalyst that could lift Spire shares significantly. And this catalyst could occur in a matter of months, if not weeks.
Should you invest $1,000 in Redwire right now?
Before you buy stock in Redwire, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Redwire wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $598,818!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $666,416!*
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Rich Smith has positions in Rocket Lab USA. The Motley Fool recommends Rocket Lab USA. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

The Smartest Space Stocks to Buy With $100 Right Now

BigBear.ai (NYSE: BBAI), a developer of artificial intelligence (AI) modules for edge networks, has seen its stock decline nearly 70% since it went public by merging with a special purpose acquisition company (SPAC) on Dec. 8, 2021. Like many other SPAC-backed start-ups, BigBear.ai set some ambitious growth targets but missed them by a mile.
Prior to going public, BigBear.ai claimed it could grow its annual revenue from $182 million in 2021 to $550 million in 2024. But in reality, its revenue only rose from $146 million in 2021 to $158 million in 2024 as it struggled with macroeconomic headwinds, intense competition, and the bankruptcy of its major customer Virgin Orbit in 2023.
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For 2025, analysts only expect its revenue to rise 8% to $170 million as it slogs through those challenges. It's also on its third CEO since its public debut, and it recently delayed its latest 10-K filing to restate all of its financial statements for 2022 and 2023. It needs to fix some calculation errors regarding its convertible notes that will mature in 2026.
With a market cap of $886 million, BigBear.ai still doesn't look like a bargain at 5 times this year's sales. The bulls might expect its newest CEO -- Kevin McAleenan, who served as the Department of Homeland Security's acting secretary for about six months in 2019 under the first Trump administration -- to bring in some fresh government contracts, but it's still deeply unprofitable.
So instead of betting on BigBear.ai's long-shot turnaround, investors should check out two smaller tech stocks that could eclipse its market cap within the next two years: BlackSky Technology (NYSE: BKSY) and Jumia Technologies (NYSE: JMIA).
BlackSky Technology
BlackSky develops real-time imagery and analytics software for satellites. Its AI-powered system can quickly spot vehicles, aircraft, vessels, and buildings, and it crunches that visual data to help its clients make more efficient decisions. It serves a wide range of customers across the national security, supply chain management, crisis management, critical infrastructure monitoring, and economic intelligence markets. It went public by merging with a SPAC in 2021.
From 2021 to 2024, its revenue grew from $34 million to $102 million (a compound annual growth rate (CAGR) of 31.6%). Its adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) also turned positive in 2024. That growth was largely driven by the market's robust demand for its new Gen-3 satellite's imaging and AI services.
From 2024 to 2026, analysts expect its revenue to rise at a two-year CAGR of 28% to $168 million as its adjusted EBITDA grows at a CAGR of 89%. With a market cap of $277 million, it trades at just 2 times this year's projected sales.
Assuming BlackSky matches analysts' estimates, grows its revenue by another 28% in 2027 to $215 million, and trades at a more optimistic 5 times its forward sales, its market cap could swell to $1.08 billion within the next two years. If BigBear.ai's growth stalls out and its valuations crumble during those two years, it could be worth a lot less than BlackSky.
Jumia Technologies
Jumia is one of the largest players in Africa's fragmented e-commerce market. It's based in Berlin, but it currently operates across nine African countries: Algeria, Egypt, Ghana, Ivory Coast, Kenya, Morocco, Nigeria, Senegal, and Uganda.
Jumia's website attracted more than 800 million visits in 2024, and it hosts roughly 70,000 sellers, over 117 million products, and 5.4 million active consumers. It's still tiny compared to Amazon, but its early-mover advantage could make it a great long-term play on Africa's rising internet penetration and online shopping rates.
Jumia went public via a traditional IPO in 2019. From 2020 to 2024, its revenue only grew at a CAGR of 4% from $140 million to $161 million. Its adjusted EBITDA also remained negative as it racked up more net losses.
Unlike many other e-commerce companies, Jumia didn't experience a growth spurt during the COVID-19 pandemic. Instead, the health crisis throttled its growth by disrupting its supply chain and logistics networks while curbing consumer spending. The African market also recovered from the pandemic at a slower rate than other higher-growth markets.
From 2024 to 2027, analysts expect its revenue to grow at a three-year CAGR of 7% to $197 million as its adjusted EBITDA stays in the red. But with a market cap of $274 million, Jumia trades at just 1.5 times this year's sales. But if the African market stabilizes, Jumia merely matches analysts' estimates, and it trades at 5 times forward sales by the beginning of 2027, its market cap could grow to $985 million. If its growth accelerates, its valuations could soar even higher as the bulls rush back. Therefore, this little e-commerce underdog also has a shot at overtaking BigBear.ai over the next two years.
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John Mackey, former CEO of Whole Foods Market, an Amazon subsidiary, is a member of The Motley Fool's board of directors. Leo Sun has positions in Amazon. The Motley Fool has positions in and recommends Amazon. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
Founded in 1993 in Alexandria, VA., by brothers David and Tom Gardner, The Motley Fool is a multimedia financial-services company dedicated to building the world's greatest investment community. Reaching millions of people each month through its website, books, newspaper column, radio show, television appearances, and subscription newsletter services, The Motley Fool champions shareholder values and advocates tirelessly for the individual investor. The company's name was taken from Shakespeare, whose wise fools both instructed and amused, and could speak the truth to the king -- without getting their heads lopped off.

Prediction: 2 Stocks That Will Be Worth More Than BigBear.ai 2 Years From Now

The artificial intelligence (AI) revolution is reshaping the global economy at an unprecedented pace, with innovations emerging across every sector from healthcare to transportation. As companies race to integrate AI capabilities into products and services, investors are keenly searching for opportunities to capitalize on this technological transformation. After all, industry leaders like Nvidia (NASDAQ: NVDA) CEO Jensen Huang project that AI could generate up to $100 trillion in economic value -- a figure that would dwarf the impact of previous technological revolutions.
The hype surrounding such noteworthy economic projections has caused scores of AI-related equities to soar over the past two years. Yet despite this remarkable appreciation, the AI investment landscape remains rich with opportunity.
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To help navigate the AI revolution, I've compiled a snapshot of 25 top players, ranging from established tech leaders to emerging entities across multiple industries. This overview of each company's core AI focus and market position can serve as a starting point for prospective AI investors looking for the best equities in the space.
AI hardware players
1. Nvidia dominates the AI chip market, and its graphics processing units (GPUs) power most major AI applications and cloud services. The company's first-mover advantage and extensive software ecosystem make it the de facto standard for AI computing.
2. Advanced Micro Devices (NASDAQ: AMD) challenges Nvidia's dominance with its MI300 AI accelerators. The company leverages strong relationships with cloud providers and a competitive price-to-performance ratio.
3. Intel (NASDAQ: INTC) aims to reclaim chip leadership through its AI-focused Gaudi processors and manufacturing investments, backed by deep enterprise relationships and substantial research and development (R&D) resources.
4. ASML (NASDAQ: ASML) holds a monopoly on the extreme ultraviolet (EUV) lithography machines essential for manufacturing advanced AI chips, making it a critical infrastructure play in the AI revolution.
5. Wolfspeed (NYSE: WOLF) leads in silicon carbide semiconductor production, vital for power management in AI data centers and electric vehicles (EVs).
6. Navitas Corporation (NASDAQ: NVTS) specializes in gallium nitride power systems that enable more efficient AI hardware implementations, particularly in data centers and fast-charging applications.
AI software and cloud infrastructure
7. Microsoft (NASDAQ: MSFT) leads in enterprise AI through its exclusive partnership with OpenAI, integrating GPT-4 technology across its cloud and software products while holding a significant stake in OpenAI.
8. Oracle (NYSE: ORCL) provides AI-powered cloud infrastructure and applications, with a focus on enterprise databases and business intelligence solutions.
9. C3.ai (NYSE: AI) provides ready-to-deploy enterprise AI applications across industries, with a focus on predictive analytics and process optimization.
10. BigBear.ai Holdings (NYSE: BBAI) delivers AI-powered decision support primarily to government and defense sectors, specializing in data analytics and mission-critical applications.
11. SoundHound AI (NASDAQ: SOUN) develops voice recognition and natural language processing solutions, competing in the growing market for conversational AI interfaces.
12. Applied Digital Corporation (NASDAQ: APLD) designs and operates specialized data centers optimized for AI workloads, targeting the high-growth AI infrastructure market.
13. TeraWulf (NASDAQ: WULF) builds sustainable computing infrastructure for AI applications, emphasizing renewable energy sources and efficient operations.
14. Poet Technologies (NASDAQ: POET) develops integrated photonic solutions aimed at increasing speed and reducing power consumption in AI systems.
Healthcare and biotechnology
15. Recursion Pharmaceuticals (NASDAQ: RXRX) applies machine learning to drug discovery, with a vast proprietary biological and chemical dataset powering its AI platform.
16. Tempus AI (NASDAQ: TEM) specializes in AI-driven precision medicine, using clinical and molecular data to personalize cancer treatments.
Space and defense tech
17. BlackSky Technologies (NYSE: BKSY) combines satellite imagery with AI analytics, providing real-time geospatial intelligence for defense, intelligence, and commercial applications.
18. Palantir Technologies (NASDAQ: PLTR) specializes in AI-powered data analytics platforms for government agencies and large enterprises, with deep roots in defense and intelligence operations.
19. Kratos Defense & Security Solutions, Inc. (NASDAQ: KTOS) develops AI-enabled autonomous systems and combat drones, positioning itself at the intersection of AI and military modernization.
Tech giants and integrated AI
20. Apple (NASDAQ: AAPL) integrates AI across its device ecosystem while developing Apple Intelligence, its generative AI initiative, along with specialized AI chips focusing on on-device machine learning and privacy-preserving AI applications.
21. Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL) deploys AI across search, cloud services, and research divisions while generating significant revenue from AI-powered advertising and enterprise solutions.
22. Meta Platforms (NASDAQ: META) leverages AI for content moderation and targeted advertising while investing heavily in AI research for future metaverse applications.
23. Amazon (NASDAQ: AMZN) implements AI throughout its e-commerce and cloud platforms, offering both proprietary AI services and the infrastructure powering other AI companies.
24. Tesla (NASDAQ: TSLA) integrates AI in autonomous driving systems and the Optimus humanoid robot project, leveraging its massive real-world data advantage and custom AI chips across both vehicle automation and robotics initiatives.
25. Serve Robotics (NASDAQ: SERV) targets the autonomous delivery market with AI-powered robots, offering a pure-play investment in the automation of last-mile logistics.
Key takeaways
Success in AI investing requires understanding how companies monetize the technology. Semiconductor manufacturers generate revenue from AI chips and infrastructure, while software companies must convert AI capabilities into sustainable revenue streams. Tech giants leverage AI to enhance existing profit centers, and emerging players seek to disrupt traditional industries.
The AI market's rapid evolution favors companies with strong intellectual property, proven revenue models, and the resources to maintain competitive advantages. While market enthusiasm has driven up valuations across the AI space, selective investments in companies with clear paths to profitability and defensible market positions could handsomely reward patient investors.
Don’t miss this second chance at a potentially lucrative opportunity
Ever feel like you missed the boat in buying the most successful stocks? Then you’ll want to hear this.
On rare occasions, our expert team of analysts issues a “Double Down” stock recommendation for companies that they think are about to pop. If you’re worried you’ve already missed your chance to invest, now is the best time to buy before it’s too late. And the numbers speak for themselves:
Nvidia: if you invested $1,000 when we doubled down in 2009, you’d have $360,040!*
Apple: if you invested $1,000 when we doubled down in 2008, you’d have $46,374!*
Netflix: if you invested $1,000 when we doubled down in 2004, you’d have $570,894!*
Right now, we’re issuing “Double Down” alerts for three incredible companies, and there may not be another chance like this anytime soon.
Learn more »
*Stock Advisor returns as of February 3, 2025
Randi Zuckerberg, a former director of market development and spokeswoman for Facebook and sister to Meta Platforms CEO Mark Zuckerberg, is a member of The Motley Fool's board of directors. John Mackey, former CEO of Whole Foods Market, an Amazon subsidiary, is a member of The Motley Fool's board of directors. Suzanne Frey, an executive at Alphabet, is a member of The Motley Fool's board of directors. George Budwell has positions in Apple, Kratos Defense & Security Solutions, Microsoft, Navitas Semiconductor, Nvidia, Palantir Technologies, Serve Robotics, and SoundHound AI. The Motley Fool has positions in and recommends ASML, Advanced Micro Devices, Alphabet, Amazon, Apple, Intel, Meta Platforms, Microsoft, Nvidia, Oracle, Palantir Technologies, Serve Robotics, Tesla, and Wolfspeed. The Motley Fool recommends C3.ai and recommends the following options: long January 2026 $395 calls on Microsoft, short February 2025 $27 calls on Intel, and short January 2026 $405 calls on Microsoft. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

25 Top AI Stocks That Could Boost Your Portfolio

Tech defense juggernaut Palantir Technologies (NASDAQ: PLTR) has been a tour de force over the past 12 months. The company's shares have skyrocketed by a staggering 368% during this period, outpacing both the benchmark S&P 500 and artificial intelligence (AI) titan Nvidia. While Palantir's growth story may be far from over, its shares currently trade at an astronomical 208 times forward earnings, making it one of the most richly valued stocks in today's market.
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Fortunately, several emerging tech defense companies show promise in this specialized subsector. While there's no guarantee these three names will match Palantir's remarkable performance, investors focused on tech defense may want to keep these promising contenders on their radar. Let's examine what makes each one stand out.
A rising star in space-based intelligence
BlackSky Technology (NYSE: BKSY) has emerged as an intriguing player in the tech defense space, with its shares climbing roughly 40% over the past 12 months. The company specializes in real-time space-based intelligence, leveraging AI to deliver actionable insights from satellite imagery in under 90 minutes on average.
BlackSky's proprietary Spectra platform combines high-frequency satellite monitoring with automated AI-powered analytics, positioning it as a direct competitor to Palantir in the intelligence-gathering space. The company has secured multiyear contracts valued at up to $2.3 billion with various U.S. and international government agencies, demonstrating strong market validation of its technology.
At 2.86 times trailing sales, BlackSky stock trades at a relatively modest valuation in comparison with its tech defense peers. This is particularly noteworthy given that Wall Street analysts forecast robust 25.8% top-line growth for 2025. The company's improving profitability metrics further strengthen its investment case as an emerging force in the space-based intelligence market.
A breakout performer in space infrastructure
Redwire (NYSE: RDW) has been a standout performer in the tech defense subsector, with shares surging an eye-catching 690% over the past 12 months, outpacing even Palantir's impressive gains. As a critical provider of space infrastructure, the company leverages AI and advanced manufacturing capabilities to deliver essential components for civil, commercial, and national security missions.
Redwire's competitive advantage stems from its comprehensive suite of space technologies, including power generation systems, structures and mechanisms, and specialized microgravity payloads. The company has secured partnerships with marquee customers including NASA, SpaceX, and cutting-edge pharmaceutical companies, demonstrating the broad applicability of its technology across multiple high-growth markets.
At 5.2 times trailing sales, Redwire stock commands a premium valuation in comparison with the broader field of tech defense equities, but the premium reflects the company's strong market position, proven execution in a high-risk industry, and attractive growth trajectory. With a robust contract pipeline of approximately $6.9 billion and improving profitability metrics, Redwire appears well equipped to maintain its momentum in the rapidly evolving space domain.
A defense-focused shift in urban air mobility
Archer Aviation (NYSE: ACHR) has gained significant momentum in the tech defense subsector, with shares climbing 90% over the past 12 months. While initially known for its commercial electric vertical takeoff and landing (eVTOL) aircraft, Archer has made a strategic pivot toward defense applications through its newly launched Archer Defense division.
The company's exclusive partnership with privately held tech defense powerhouse Anduril Industries offers investors indirect exposure to one of the most innovative players in autonomous systems and AI-powered defense solutions. This collaboration aims to develop hybrid VTOL aircraft for the Department of Defense, leveraging Archer's rapid aircraft development capabilities and Anduril's expertise in AI and systems integration.
At the start of 2025, Archer raised an additional $300 million from institutional investors including BlackRock, bringing its total liquidity to approximately $1 billion. This robust capital position, combined with backing from major strategic partners including Stellantis and United Airlines, positions Archer to capitalize on what management describes as defense opportunities that are "substantially larger than originally expected."
Should you invest $1,000 in BlackSky Technology right now?
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George Budwell has positions in Archer Aviation, BlackRock, Nvidia, and Palantir Technologies. The Motley Fool has positions in and recommends Nvidia and Palantir Technologies. The Motley Fool recommends Stellantis. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
Founded in 1993 in Alexandria, VA., by brothers David and Tom Gardner, The Motley Fool is a multimedia financial-services company dedicated to building the world's greatest investment community. Reaching millions of people each month through its website, books, newspaper column, radio show, television appearances, and subscription newsletter services, The Motley Fool champions shareholder values and advocates tirelessly for the individual investor. The company's name was taken from Shakespeare, whose wise fools both instructed and amused, and could speak the truth to the king -- without getting their heads lopped off.

Indicator	TTM Median
P/E	0.00 21.58
Price/Sales	1.33 1.29
P/B	1.93 2.25
P/FCF	0.00 17.83

Indicator	TTM Median
ROE	-32.56 15.71
ROA	-12.86 6.45
Net Worth	0.14 1.27
Quick Ratio	0.00 1.16
Current Ratio	4.19 1.57

Indicator	TTM Median
Net Profit Margin	-26.42 7.31
Operating Margin	-42.45 10.18
Gross Margin	67.92 32.50
Return on tangible equity	-37.33 25.81

Indicator	TTM Median
EPS	0.66 0.49
EPS Forecast	0.61 0.53
Revenue	25.00M 194.00M
Gross Profit	18.00M —
EBITDA	2.00M —

BlackSky Technology Inc.

TTM metrics for the latest quarter under IFRS and their historical dynamics

Valuation

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Efficiency

Other ratios

Revenue