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BKSY

Blacksky Technology Inc

OPPORTUNISTIC BUY Analysis generated 2026-10-04 Market data as of 2026-11-12 Market data 3 days old USD 23.24 Technology - Hardware, Equipment & PartsAWAIT ENTRY
ACTIONABLEMethodology gates passed
59

Position levels

Currenttoday
USD 23.24
Buy <=wait / entry
USD 16.33
Trim >=take some off
USD 25.00
Thesis breakA material contract loss, Gen-3 adoption decelerating to well below 30% year-on-...
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Scenario-weighted conviction

ProbabilityScoreContribution
Bull case25%100 / 10025.0
Base case51%62 / 10031.6
Bear case24%10 / 1002.4
Weighted conviction59 / 100 - OPPORTUNISTIC BUY

Top risks

  • Eight-figure contract awarded with the NRO to accelerate capabilities
  • $25 million multi-year Assured contract with major international defense customer
  • Seven-figure multi-year international contract for combined assured and on-demand subscriptions
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Research is for informational purposes only. Not financial advice. All analysis reflects the date of publication.

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