Company coverage
Research snapshot 2026-08-31
Research activity
BKSY 75 trade records · 3 option records · 2025-09-15 → 2026-08-13Moat
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
Software45%
Hardware55%
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…
| Date | Action | Type | Relative size |
|---|---|---|---|
| 2026-08-13 | BUY | Equity | +1% |
| 2026-07-16 | SELL | Equity | +18% |
| 2026-07-15 | SELL | Equity | +9% |
| 2026-07-15 | SELL | Equity | +17% |
| 2026-07-09 | SELL | Equity | +100% |
| 2026-07-09 | SELL | Equity | +5% |
| 2026-07-09 | SELL | Equity | +8% |
| 2026-07-08 | SELL | Equity | +44% |
| 2026-07-06 | BUY | Equity | +2% |
| 2026-07-01 | SELL | Equity | +35% |
| 2026-06-04 | SELL | Equity | +61% |
| 2026-05-28 | SELL | Equity | +3% |
| 2026-05-14 | SELL | CALL option | +18% |
| 2026-05-14 | BUY | Equity | +1% |
| 2026-05-13 | SELL | Equity | +0% |
| 2026-05-13 | SELL | Equity | +35% |
| 2026-05-11 | SELL | Equity | +35% |
| 2026-05-07 | BUY | Equity | +87% |
| 2026-05-07 | BUY | Equity | +1% |
| 2026-05-07 | BUY | Equity | +2% |
| 2026-05-07 | BUY | Equity | +1% |
| 2026-05-07 | BUY | Equity | +1% |
| 2026-05-07 | BUY | Equity | +3% |
| 2026-05-07 | 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.
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