BKSY
BlackSky Technology Inc.SPACEReal policy. Real catalysts. Policy creates winners before Wall Street notices. We find them first.
Investment Thesis
Secured a $7M multi-year international defense contract for Gen-3 satellite intelligence
Validates global demand for AI-enabled tactical ISR and provides recurring revenue visibility
Severe 21 percent monthly drawdown creates a deeply discounted tactical entry point
While the $7M award is small relative to BlackSky's $931M market cap, it validates the commercial traction of their Gen-3 satellite constellation with international defense customers. With shares trading 57% below their 52-week high and down 21% over the past month, the stock offers a deeply discounted entry point for a recurring revenue catalyst in a RISK_ON regime.
The multi-year international defense contract demonstrates expanding global reliance on U.S. commercial satellite intelligence for space domain awareness.
A severe 21% one-month drawdown has washed out weak hands, creating an asymmetric setup for a relief rally.
Rejected due to a critical data collision; the catalyst belongs to GlobalFoundries (GFS), but the ticker provided (GF) reflects The New Germany Fund.
Recent Performance History
| Date | Ticker | Theme | Entry | Last | Gain/Loss | 7d | 30d | 60d |
|---|---|---|---|---|---|---|---|---|
| 2026-09-16 | RGTI | RESHORING | $14.79 | $15.99 | +8.11% | N/A | N/A | N/A |
| 2026-09-15 | GEO | BORDER | $31.26 | $30.85 | -1.31% | N/A | N/A | N/A |
| 2026-09-14 | DRS | DEFENSE | $35.91 | $37.06 | +3.20% | N/A | N/A | N/A |
| 2026-09-11 | RGTI | RESHORING | $15.27 | $15.99 | +4.72% | N/A | N/A | N/A |
| 2026-09-10 | GEO | BORDER | $31.38 | $30.85 | -1.69% | -1.69% | N/A | N/A |
| 2026-09-09 | CACI | BORDER | $606.85 | $635.00 | +4.64% | +4.01% | N/A | N/A |
| 2026-09-08 | AGX | ENERGY | $436.78 | $383.00 | -12.31% | -11.00% | N/A | N/A |
| 2026-09-04 | BWXT | ENERGY | $157.59 | $146.35 | -7.13% | -4.74% | N/A | N/A |
| 2026-09-03 | BWXT | ENERGY | $160.25 | $146.35 | -8.67% | -4.84% | N/A | N/A |
| 2026-09-02 | BWXT | ENERGY | $155.67 | $146.35 | -5.99% | +0.67% | N/A | N/A |
| 2026-09-01 | BWXT | ENERGY | $161.54 | $146.35 | -9.40% | -0.70% | N/A | N/A |
| 2026-08-31 | BWXT | ENERGY | $152.29 | $146.35 | -3.90% | +5.33% | N/A | N/A |
| 2026-08-28 | HDSN | RESHORING | $5.43 | $5.15 | -5.16% | -1.47% | N/A | N/A |
| 2026-08-26 | CLF | RESHORING | $11.54 | $12.76 | +10.57% | +7.63% | N/A | N/A |
| 2026-08-21 | CXW | BORDER | $34.01 | $35.54 | +4.50% | -0.59% | N/A | N/A |