BKSY
Trump PickSPACEBlackSky Technology Inc.
Real policy. Real catalysts. Policy creates winners before Wall Street notices. We find them first.
Winner Score
92
Current Price
$33.08
Market Cap
N/A
Signal52 Status
Noise
As of Close 2026-04-15
Key Takeaways
- •$130M DoD contract vs $1.2B mcap; +37% 1mo return with 10% to 52w high.
- •Secured a $130M DoD contract validating its space domain awareness technology.
- •Deep integration into US intelligence procurement pipelines ensures recurring federal revenue.
- •Analysis from 2026-04-15.
Policy Edge
$130M DoD contract vs $1.2B mcap; +37% 1mo return with 10% to 52w high.
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 Context
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
Recent Performance History
49 Total Picks • 41% Win Rate (7d) • 32% (30d)
| 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 |
Schema v1.0 | Pipeline v1.2.0