BlackSky Technology Inc. BKSY
INDUSTRIALS · SPECIALTY BUSINESS SERVICESOptions history
Table
| Date | IV |
|---|---|
| 116.05% | |
| 109.92% | |
| 110.40% | |
| 102.92% | |
| 99.62% | |
| 99.56% | |
| 98.60% | |
| 94.73% | |
| 94.11% | |
| 90.85% | |
| 88.50% | |
| 86.73% | |
| 87.38% | |
| 86.30% | |
| 87.48% | |
| 84.31% | |
| 84.17% | |
| 85.43% | |
| 84.27% | |
| 81.75% | |
| 81.78% | |
| 89.67% | |
| 87.43% | |
| 87.20% | |
| 85.59% | |
| 82.24% | |
| 82.33% | |
| 83.50% | |
| 80.01% | |
| 81.74% | |
| 80.71% | |
| 81.97% | |
| 81.96% | |
| 81.53% | |
| 81.88% | |
| 83.09% | |
| 81.85% | |
| 82.53% | |
| 81.74% | |
| 82.88% | |
| 79.64% | |
| 101.35% | |
| 83.05% | |
| 81.87% | |
| 83.23% | |
| 82.07% | |
| 86.97% | |
| 87.72% | |
| 88.61% | |
| 92.17% | |
| 88.93% | |
| 85.07% |
Company coverage
Moat
ModerateAI-powered analytics platform (Spectra AI) enables premium pricing (68% gross margins) by embedding workflow integration that competitors without integrated AI cannot replicate. 60-satellite constellation and LeoStella manufacturing joint venture cr…
Physical assets
StrongOwned satellite constellation (Gen-3 operational, 12+ by 2026) plus LeoStella satellite manufacturing facility. Genuinely scarce, capital-intensive orbital assets that directly produce revenue through imagery sales.
Software / hardware
Growth. Gen-3 satellite rapid-deploy capability (12 hours to full ops) and Spectra AI geopolitical monitoring drive international sovereign adoption at 68% gross margins. Primary assets. Gen-3 satellite constellation, LeoStella satellite manufacturi…
- manual · sw-hw
Growth. Gen-3 satellite rapid-deploy capability (12 hours to full ops) and Spectra AI geopolitical monitoring drive international sovereign adoption at 68% gross margins. Primary assets. Gen-3 satellite constellation, LeoStella s…
- manual · physical-assets
Owned satellite constellation (Gen-3 operational, 12+ by 2026) plus LeoStella satellite manufacturing facility. Genuinely scarce, capital-intensive orbital assets that directly produce revenue through imagery sales.
- manual · moat
AI-powered analytics platform (Spectra AI) enables premium pricing (68% gross margins) by embedding workflow integration that competitors without integrated AI cannot replicate. 60-satellite constellation and LeoStella manufactur…
| Action | Type | Relative size |
|---|---|---|
| BUY | Equity | +1% |
| SELL | Equity | +18% |
| SELL | Equity | +9% |
| SELL | Equity | +17% |
| SELL | Equity | +100% |
| SELL | Equity | +5% |
| SELL | Equity | +8% |
| SELL | Equity | +44% |
| BUY | Equity | +2% |
| SELL | Equity | +35% |
| SELL | Equity | +61% |
| SELL | Equity | +3% |
| SELL | CALL option | +18% |
| BUY | Equity | +1% |
| SELL | Equity | +0% |
| SELL | Equity | +35% |
| SELL | Equity | +35% |
| BUY | Equity | +87% |
| BUY | Equity | +1% |
| BUY | Equity | +2% |
| BUY | Equity | +1% |
| BUY | Equity | +1% |
| BUY | Equity | +3% |
| BUY | Equity | +3% |
Notes
Full portfolio moat / asset analysis
AI-powered analytics platform (Spectra AI) enables premium pricing (68% gross margins) by embedding workflow integration that competitors without integrated AI cannot replicate. 60-satellite constellation and LeoStella manufacturing joint venture create barriers through scale. New Gen-3 satellites deploy to full capability in 12 hours. $323M backlog, 91% fr…
Full portfolio moat / asset analysis
Owned satellite constellation (Gen-3 operational, 12+ by 2026) plus LeoStella satellite manufacturing facility. Genuinely scarce, capital-intensive orbital assets that directly produce revenue through imagery sales.