BKSY

BlackSky Technology Inc.SPACE

Real policy. Real catalysts. Policy creates winners before Wall Street notices. We find them first.

Current Price

$33.08

Market Cap

N/A

Scanner Status

Noisepolicy-driven, not technical

Status

VerifiedTIER_1_14DCONTRACT

Winner Score

92 /100

Policy-catalyst strength, 0–100

Investment Thesis

Secured a $130M DoD contract validating its space domain awareness technology.

Deep integration into US intelligence procurement pipelines ensures recurring federal revenue.

Strong technical momentum perfectly aligns with the current risk-on market regime.

BKSY offers the best asymmetric setup by combining a highly verifiable $130M DoD contract with a relatively small $1.2B market cap, providing significant operating leverage. Its strong technical momentum perfectly aligns with the current RISK_ON market regime, outscoring peers by over 19 points.

Policy Rationale

The recent $130M DoD contract validates BlackSky's proprietary Spectra platform as a critical, entrenched asset for national security.

Technical Setup

Trading just 10% below its 52-week high with a 37% 1-month return, BKSY exhibits strong momentum that thrives in a RISK_ON environment.

Key Risks

–High short interest could drive near-term volatility

–Heavy reliance on federal defense budget appropriations

Competitive Field — considered, not selected

PSN

Lower total score and older catalyst compared to BKSY's recent momentum.

HUBB

Heavily penalized for crowding as a $28B large-cap trading near its 52-week high.

Recent Performance History

49 total picks · 41% win (7d) · 32% win (30d) · Full history →

Date	Ticker	Theme	Entry	Last	Gain/Loss	7d	30d	60d
2026-04-14	ALB	RESHORING	$189.86	$185.38	-2.36%	N/A	N/A	N/A
2026-04-13	LUNR	SPACE	$24.41	$23.88	-2.17%	N/A	N/A	N/A
2026-04-10	HUBB	ENERGY	$536.01	$526.94	-1.69%	N/A	N/A	N/A
2026-04-09	MP	RESHORING	$53.90	$59.52	+10.43%	N/A	N/A	N/A
2026-04-08	USAU	RESHORING	$14.75	$16.89	+14.51%	+14.51%	N/A	N/A
2026-04-07	GEO	BORDER	$17.59	$17.60	+0.06%	+1.76%	N/A	N/A
2026-04-06	GEO	BORDER	$17.77	$17.60	-0.96%	-0.34%	N/A	N/A
2026-04-02	J	INFRA	$128.02	$127.31	-0.55%	-0.70%	N/A	N/A
2026-04-01	BKSY	SPACE	$27.62	$33.08	+19.77%	+20.96%	N/A	N/A
2026-03-31	BKSY	DEFENSE	$25.16	$33.08	+31.48%	+35.33%	N/A	N/A
2026-03-30	GVA	INFRA	$116.49	$125.78	+7.97%	+4.06%	N/A	N/A
2026-03-27	DRS	DEFENSE	$44.84	$46.29	+3.23%	+4.21%	N/A	N/A
2026-03-26	LUNR	SPACE	$19.23	$23.88	+24.18%	+24.75%	N/A	N/A
2026-03-25	LUNR	SPACE	$20.55	$23.88	+16.20%	-1.51%	N/A	N/A
2026-03-24	CXW	BORDER	$19.94	$20.08	+0.70%	-5.17%	N/A	N/A

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Schema v1.0 | Pipeline v1.2.0