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BKSY

Blacksky Technology Inc

OPPORTUNISTIC BUY 2026-08-08 Data 35 days old USD 29.16 Technology - Hardware, Equipment & PartsREDUCE ZONE
ACTIONABLEMethodology gates passed
53

Position levels

Currenttoday
USD 29.16
Buy <=wait / entry
USD 19.33
Trim >=take some off
USD 28.00
Thesis breakA material SEC-disclosed revenue miss against the prior-year quarter, loss of a ...
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Scenario-weighted conviction

ProbabilityScoreContribution
Bull case19%100 / 10019.0
Base case49%62 / 10030.4
Bear case32%10 / 1003.2
Weighted conviction53 / 100 - OPPORTUNISTIC BUY

Top risks

  • Awarded eight-figure NRO contract to accelerate Gen-3 capabilities
  • $25 million multi-year assured contract with major international defense customer
  • $60 million in new contracts secured in Q1 2026 as Gen-3 pilots converted to subscriptions
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Research is for informational purposes only. Not financial advice. All analysis reflects the date of publication.