PXDAILY PXS
Perception & Sensing

Research snapshot · 6/26/26

BKSYBlackSky Technology Inc

Satellite components - launch - ISR

Open BKSY in Robinhood ↗
WATCH
Conviction●●●○○3 of 5
Research target36.04Snapshot target
Thesis statusINTACTLast reviewed 6/26/26
Market cap1.16BSnapshot value
The thesis

Physical AI systems require persistent real-time awareness of physical world → BlackSky Gen-3 35cm satellite ISR + AI analytics feeds defense autonomy and geospatial data pipelines → sole-source AFRL IDIQ + defense subscription momentum

Catalysts

$99M AFRL IDIQ ramp; FY2026 guidance $130-150M; Gen-3 constellation build-out; EBITDA break-even trajectory

What breaks it

Gen-3 constellation deployment delayed; AFRL IDIQ contract cancellation; revenue misses $130M FY2026 guidance

Social sentiment

Positive — ISR/defense satellite coverage growing among defense tech investors

Snapshot · 6/26/26
Smart money

🟢 Lean-Bull · ins-$2.2M · 13F 18+/4- · short↓0.22

Snapshot · 6/26/26