BlackSky Technology. Every tracked FinTwit mention of $BKSY, newest first. 153 mentions since the first on Jul 18, 2025. See the price chart.
July 2026 · 6 mentions
Jul 16
Michael Sikand 🦑 — Dropped $100K into the market here into a fresh "I bought the dip" account.
Risk reward looks fantastic to just go long a big list of my favorite stocks, some down 30-50%. I see…↗
Jul 11
Space Investor — The post SpaceX IPO selloff has hit space stocks hard.
Here's how the sector is performing year to date:
$IRDM 182%
$SATL 132%
$AMPG 104%
$VSAT 95%
$SPIR 88%
$PL 28%
$BKSY 20%
$R…↗
Jul 10
Shay Boloor — China launches a rocket to space and successfully lands it back on Earth for the first time.
The global space race is about to accelerate.
$SPCX, $RKLB, $ASTS, $PL, $RDW, $VOYG,…↗
Jul 9
Michael | Hypermarkets — $SPCX crashed right after its IPO to $147.
It's going under $100 first before ripping $1,000+
These 19 SPACE stocks will explode too:
1. $RKLB ~$87
Small-launch and satellite m…↗
Jul 9
Midas — 1) $BKSY
AI-ready Earth observation satellites.
Feeding SpaceX's growing orbital intelligence layer.
Every satellite that goes up increases the data BKSY can sell.↗
Jul 7
Space Investor — $BKSY: BlackSky won a series of U.S. R & D contracts to develop and field mission-critical Gen-3 AI solutions that enhance customers’ ability to conduct real-time, space-based tact…↗
June 2026 · 25 mentions
Jun 29
Shay Boloor — SPACE STOCKS HAD A MASSIVE DAY
• $ASTS +21%
• $RKLB +17%
• $PL +17%
• $BKSY +15%
• $FLY +14%
• $LUNR +7%
• $RDW +7%
• $SPCX +7%↗
Jun 27
Space Investor — Last week was a liquidity drain due to the SpaceX IPO, this week was early investors hedging their locked shares.
A lot of what we've seen is flow and positioning, not business fu…↗
Jun 25
Shay Boloor — Right now the space names are in the hangover phase from the $SPCX halo effect where investors who chased the move are taking profits and rotating elsewhere.
This has caused a maj…↗
Jun 25
KaizenInvestor — I have said that the announcement of the ATM was a very bad timing for $PL. If we look at the numbers now, I’m not so sure of that any more.
$PL is down 48% of ath
$RKLB: 43%
$AS…
May 2026 · 24 mentions
May 30
Space Investor — WEEKLY PERSPECTIVE
We pushed to new highs again this week in the space sector. Here's where we are on year-to-date returns.
$SATL 385%
$MNTS 194%
$SPIR 192%
$RDW 172%
$PL 151%
$…↗
May 29
Michael Sikand 🦑 — Space stocks are rocketing on SpaceX IPO mania.
It was obvious to me this would happen.
The real question: is the arrival of $SPCX a permanent re-rating for these names?
What do…↗
May 28
Space Investor — $BKSY: BlackSky was awarded a seven-figure, multi-year contract renewal to accelerate the automation of future non-Earth imagery (NEI) services.
This follow-on agreement expands…↗
Chris Ray — Names I don’t own that I’m at least vaguely interested in:
Defense:
$LPTH
$SPAI
$KRKNF
Critical Minerals/Rare Earths:
$USAR
Uranium/Nuclear Energy:
$UEC
$UUUU
$LEU
$XE
Space:
$…↗
Apr 30
Space Investor — $BKSY: BlackSky won a nearly $30 million, one-year Assured contract from an international defense customer.
The customer rapidly scaled from an initial six-figure Early Access pr…↗
Apr 27
AlmaCap — Institutional risk capital is rotating out of defence/space (growth sectors) and into the AI semiconductor supply chain...
We have know the plays for months, institutions are foll…↗
Space Investor — @rethink15411429 Yes, I track these 6 stocks in my daily recap, maybe I should add more, including $FLY and $BKSY↗
Mar 31
Space Investor — $BKSY: BlackSky Awarded Multi-Year Sole-Source $99 Million US Government IDIQ Contract for Advanced, Next Generation Capabilities
This AFRL contract serves to develop additional c…↗
Mar 28
Chris Ray — How much is your favorite space stock down from 2026 YTD highs? 🤔
-43.3% $RDW
-39.5% $VOYG
-39.4% $ASTS
-38.8% $RKLB
-29.8% $FLY
-24.9% $LUNR
-21.0% $BKSY
-14.9% $PL
-12.9% $SATS↗
Mar 28
Chris Ray — $RKLB | The UAE’s @space42ai isn’t just looking to build Equatys, their direct-to-device constellation with @viasat, they’re also trying to move forward with an Earth observation c…
Frenchie — 🚀 SpaceX va faire une entrée en bourse le mois prochain
On parle d'une valorisation évoquée autour de 1,5–1,7 trillion de dollars, soit la plus grosse introduction jamais vue en…↗
Feb 26
Space Investor — $BKSY Q4 EARNINGS
BlackSky Delivered Q4 Revenue of $35 Million, Q4 Net Loss Narrows with Strong Q4 Adjusted EBITDA Performance. Strong Momentum in New Gen-3 Contracts Results in Y…↗
Feb 23
Space Investor — Big Earnings Week for Space
Feb 25: $RDW
Feb 26: $RKLB, $BKSY
Feb 27: $GSAT
January 2026 · 10 mentions
Jan 30
Space Investor — 2026 has barely started and space stocks are already taking off.
YTD returns after 1 month:
$SATL 146%
$RDW 54%
$ASTS 53%
$MDALF 46%
$PL 27%
$BKSY 18%
$VOYG 17%
$LUNR 17%
$RKLB…↗
Jan 27
Shay Boloor — A $1.4T SpaceX IPO valuation tells the market that launch, LEO connectivity & orbital infrastructure are foundational platforms with durable demand across government + commerci…↗
Jan 25
InvestmentGuru — Space economy stocks.
1. Launch & Space Access
Companies that get satellites and cargo to orbit efficiently
$RKLB – Leading small-sat launch provider, expanding into medium-lift…↗
Shay Boloor — Morgan Stanley is emerging as the favorite to lead the SpaceX IPO which is shaping up to be the most important listing of the decade.
If SpaceX debuts at premium multiples (65x 20…↗
August 2025 · 4 mentions
Aug 19
Space Investor — $BKSY
As part of the contract, HEO’s software platform will autonomously identify imaging opportunities and task BlackSky’s high-resolution Gen-2 satellites to detect, track, char…↗
Aug 15
Space Investor — $BKSY
BlackSky's current Street Price Targets https://t.co/wMdr97362I↗
Aug 7
Space Investor — $RDW / $BKSY / $LUNR
Rough morning for space stocks coming off Q2 earnings.
Volatility is front and center as the market digests the latest results.
Do you see oppportunity ? ht…↗
Aug 4
Space Investor — Futures point green ahead of Monday’s open.
This follows a rough week where all three major indexes posted solid losses, snapping the market’s summer momentum.
Friday’s selloff c…
July 2025 · 11 mentions
Jul 29
Space Investor — $BKSY
Blacksky won the next phase of a competitive U.S. Navy research contract to further develop optical inter-satellite link (OISL) terminal applications for its Gen-3 constella…↗
Jul 23
Space Investor — $BKSY
The agreement gives end-users the ability to set up AI-enabled automated tip-and-cue tasking for BlackSky’s proprietary Gen-3 and Gen-2 satellites, access to BlackSky Archiv…↗
Jul 21
Space Investor — $BKSY
H.C Wainwright raises PT to $28 from $20↗
Jul 21
Space Investor — $BKSY
BlackSky will host a conference call to discuss second quarter 2025 financial results and its business outlook on Thursday, August 7, 2025, at 8:30 AM ET.
A press release w…
Space Investor — Remember all those companies that raised massive amounts of capital months ago at sky-high valuations?
My guess is they're about to put that cash to work, acquiring smaller player…↗
Jun 20
Space Investor — A week after the SpaceX IPO, capital continued to rotate out of publicly traded space stocks. But the fundamentals of the industry haven't changed.
Here's how the sector is perfor…↗
Jun 19
The Future Investors — The global space economy could grow from $630B today to more than $3T by 2050 🚀📈
Here are the companies best positioned to benefit 👇
📡 𝗦𝗮𝘁𝗲𝗹𝗹𝗶𝘁𝗲 𝗖𝗼𝗺𝗺𝘂𝗻𝗶𝗰𝗮𝘁…↗
Jun 16
Midas — @asymmetrix_xyz 1)
$BKSY
2)
$SPIR
3)
$SATL
4)
$OUST
5)
$LUNR
6)
$FLY
Follow me if you want to know when I enter these companies.↗
Jun 15
PhotonBull — Casual $412 billion dollar gain for $SPCX
This is more than double the combined market cap of $ASTS $RKLB $FLY $PL $SATS $SIDU $BKSY $MDA
I guess Elon wasn't lying when he said…↗
Jun 15
Michael | Hypermarkets — $NASA ETF core holdings (it owns $SPCX)
$SPCX will easily 100x-200x by 2035:
$SATS 10%
EchoStar satellite operator providing broadband connectivity and video distribution global…↗
Jun 13
Space Investor — With all the volatility this week triggered by the SpaceX IPO, it's a good time to zoom out.
Here's how the publicly traded space sector is performing year to date:
$SATL 240%
$I…↗
Jun 13
InvestmentGuru — $SPCX IS NOW PUBLIC — AND THE SPACE ECONOMY SUPERCYCLE HAS OFFICIALLY BEGUN
Yesterday was a defining moment.
The IPO ran four times oversubscribed, signaling massive institutiona…↗
Jun 12
Midas — @asymmetrix_xyz 1) $BKSY
2) $SPIR
3) $SATL
4) $OUST
5) $LUNR
Follow me if you want to know when I enter these companies.↗
Jun 12
Shay Boloor — Space stocks are getting hit today as investors appear to be following “sell the proxies, buy the leader” playbook on the day of $SPCX IPO:
• $SPCE -24%
• $ASTS -11%
• $VOYG -10%…↗
Jun 12
KaizenInvestor — Haven't done a complete research analysis on $SPIR to be honest. They are more focused on the analytics of radio frequency and space-based weather data. They have a monopoly in com…↗
Jun 12
Michael | Hypermarkets — $SPCX shares are priced at $135 for its $2 trillion IPO.
Its return is 100x-200x by 2035.
These 20 companies will benefit the most:
1. $BKSY ~$34
AI-ready Earth observation sate…↗
Jun 11
Gaetano — Today I bought 3 New Positions
In my Physical AI Portfolio
They were all software stocks (I know, shocking!)
But it's nice to have some exposure to software these days.
Even as…↗
Jun 9
Space Investor — $BKSY: BlackSky was awarded a contract modification to its existing National Reconnaissance Office (NRO) contract to accelerate the development of the company’s AROS broad area col…↗
Jun 7
Gaetano — It is clear to me that I see this theme differently.
When I started positioning into the optical supercycle my focus was on the supply chain.
Raw materials
Susbtrates
Epitaxy
Tes…↗
Jun 7
Gaetano — Let's talk about $PL and $BKSY
When I am doing my research into the Physical AI theme, one layer that I am very interested in is data.
If we are going to deploy AI in a meaningfu…↗
Jun 6
Space Investor — Year-to-date performance across the space sector.
Which company are you most bullish on ?
$SATL: 263%
$IRDM: 167%
$MNTS: 160%
$SPIR: 119%
$RDW: 104%
$VSAT: 79%
$BKSY: 67%
$LUNR:…↗
Jun 6
Shay Boloor — UPDATED FIB LEVELS FOR POPULAR STOCKS
AI Utilities
• $IREN $51
• $NBIS $177
• $CIFR $17
• $CRWV $100
AI Power
• $EOSE $7
• $BE $237
• $NVTS $22
• $VRT $282
AI Hardware
• $NVDA $…↗
Jun 4
Gaetano — When I talk about Physical AI
I am talking about so much more than Humanoids.
In fact, I am not even thinking about humanoids a majority of the time.
Layer 1: Training and Model…↗
Jun 1
Gaetano — Layer 1: Training and Model Development
$TASK $NBIS $INOD $U $BKSY $PL etc.
Before any Physical AI system can work in the real world, it needs to learn.
That sounds obvious, bu…↗
Jun 1
Midas — I called $BKSY at $9.18 for a +365.40% gain.
One good trade is all you need to retire in your 20s.
Posting my next trade on my FREE discord.
Join here:
https://t.co/RmuXXkPCj6…↗
— The public space trade gets much clearer when you stop treating it as one category.
$RKLB = launch + spacecraft systems
$PL = recurring Earth-data / geospatial intelligence
$LUNR…
Space Investor — WEEKLY PERSPECTIVE
Big week of momentum across the space sector. Here’s where we stand on YTD returns:
$SATL 441%
$IRDM 175%
$SPIR 171%
$BKSY 130%
$PL 117%
$LUNR 114%
$FLY 108%
$…↗
Space Investor — WEEKLY PERSPECTIVE
With the big rally this week across the Space sector, here’s a look at the YTD returns across the industry, now that Q1 earnings season is behind us.
$SATL 402…↗
May 16
InvestmentGuru — SpaceX $SPCX IPO — June 12.
Biggest IPO in history. Know your map.
🛸 Launch
→ $RKLB $FLY
🛰️ Imaging
→ $PL $SATL $BKSY $SPIR $HAWK $GSAT
📡 Satellite Comms
→ $ASTS $IRDM $VSAT…↗
May 16
Shay Boloor — SpaceX is expected to IPO next month which could force the market to start treating space economy as foundational infrastructure with durable demand from both government & commerci…↗
May 15
Space Investor — WHAT A WEEK 🚀
$VELO 39%
$SATL 31%
$AMPG 30%
$RDW 26%
$VOYG 16%
$RKLB 15%
$LUNR 15%
$SIDU 11%
$SPIR 8%
$FLY 8%
$ASTS 7%
$PL 6%
$BKSY 1%
$HAWK -1%
$VSAT -4%
$YSS -30%
Have a great…↗
May 12
Shay Boloor — CBO estimates U.S. Golden Dome missile-defense plan could cost $1.2T which is far above Pentagon’s $185B estimate.
The space-based interceptor layer alone (constellation of 7,800…↗
May 12
Wayne Liang — Starlink V3 is being built with orbital data center capabilities (SpaceX is validating the entire space computing thesis).
Expanding on why each company from my earlier post matte…↗
May 12
Space Investor — $BKSY: BlackSky Wins Seven-Figure Subscription Contract with New Government Customer for New and Advanced Gen-2 Mission Applications
"BlackSky’s Gen-2 constellation continues to p…↗
May 11
Space Investor — $ASTS: Stick around, the ticker matters here.
Back when execution algos were trader-driven, we controlled the variables: participation rate, order type, liquidity flags, VWAP/TWAP…↗
May 9
Shay Boloor — UPDATED FIB LEVELS FOR POPULAR STOCKS
AI Utility
• $IREN $50
• $NBIS $133
• $CIFR $17
• $CRWV $103
AI Power
• $EOSE $7
• $BE $194
• $NVTS $13
• $VRT $258
AI Hardware
• $NVDA $17…↗
May 9
Space Investor — WEEKLY PERSPECTIVE
After yesterday’s broad rally across the Space sector, here’s a look at the YTD returns across the industry, now halfway through earnings season.
$SATL 286%
$S…↗
May 8
Wayne Liang — Oops... never shared the $RKLB BD.
Anyway, stoked to see their earnings. Up nearly 30% on the day so far... but more importantly, they could've just catalyzed a reversal for the e…↗
May 7
Space Investor — $BKSY: BlackSky Reports First Quarter 2026 Results
Total revenue for the first quarter of 2026 was $20.8 million, compared to $29.5 million in the first quarter of 2025.
The dif…↗
May 6
Space Investor — $BKSY : BlackSky reports Q1 earnings tomorrow before market opens.
Here’s a quick recap of what happened during the quarter. The amount of activity is very impressive!
🗓️January…↗
May 5
Space Investor — $BKSY: BlackSky Technology secured more than two dozen new customers for Gen-3 On-Demand subscription services during the first quarter from an expanding U.S. and international cus…↗
May 3
Space Investor — Q1 EARNING SEASON IS HERE
Here’s the current Wall Street consensus for your favorite space names heading into the prints.
$VOYG: EPS -0.61, Rev 35.21M
$FLY: EPS -0.51, Rev 77.08M…↗
Space Investor — Weekly Perspective
YTD returns across the space sector:
$SATL 266%
$IRDM 122%
$PL 81%
$BKSY 71%
$LUNR 43%
$FLY 42%
$RKLB 4%
$RDW 3%
$MDA 0%
$VOYG -4%
$YSS -5%
$ASTS -15%
$VELO -1…↗
May 2
Shay Boloor — 2026 WILL BE THE SUMMER OF SPACE
SpaceX now has a 92% implied chance of going public this summer which could become the forcing function for the space trade.
A rumored $2T valuat…↗
— A bit of perspective this moring
YTD returns across a few space companies:
$SATL +215%
$IRDM +119%
$SPIR +111%
$PL +74%
$BKSY +62%
$FLY +48%
$LUNR +43%
$RDW +7%
$RKLB +5%
$VELO…
AlmaCap — If launch is being commoditised, where does the value go?
> Satellites, spacecraft, data, in-space services, ground stations, launchpads / spaceports...
https://t.co/Cdqe2R3C…↗
AlmaCap — $RDW, I would stay away from this one, there is probably a reason AE Industrial has been trying to sell at any price...
- Satellite manufacturing business is extremely low margin;…↗
Apr 22
Space Investor — $BKSY: BlackSky won a competitive $25 million, multi-year Assured contract with a major international defense customer.
The new subscription deal accelerates the customer’s natio…↗
Apr 22
Michael Sikand 🦑 — GOLDEN DOME: $17.9B
A literal forcefield for the continental US. Space sensors, interceptors, radar, command. Bigger than sats.
$FLY, SciTec missile warning
$LPTH, thermal missil…↗
mon — Space stocks are taking a hit today.
1. Planet Labs $PL -3% 🔴
2. Intuitive Machines - $LUNR +1% 🟢
3. BlackSky $BKSY -0.98% 🔴
4. RocketLab $RKLB +3% 🟢
5. AST SpaceMobile $ASTS…↗
Apr 18
Jason Luongo — Satellite Operators & Services
• $ASTS ($86.76) — Space-based cellular broadband direct to unmodified smartphones. BlueBird 7 launches April 19. Targeting 45-60 satellites on orbi…↗
Apr 18
InvestmentGuru — $ATYR
aTyr Pharma is advancing ATYR1923 through Phase 2 clinical trials for interstitial lung disease — a rare, underserved condition with few effective treatments. The company’s n…↗
Apr 18
InvestmentGuru — 20 Small Cap Stocks Across 20 Sectors — A 5-Year Framework
$CIFR — AI Data Centers
$BKSY — Space AI / Earth Intelligence
$SOUN — Voice AI
$RXRX — AI Drug Discovery
$POET — Photoni…↗
Apr 18
Shay Boloor — SPACE ECONOMY CHEAT SHEET
A SpaceX IPO likely forces the market to look beyond rockets and start repricing the full supply chain and infrastructure layer beneath the space economy…↗
Apr 18
InvestmentGuru — Space Imaging — Turning Earth Into Data
One of the most under appreciated opportunities in the space economy is Earth observation & space imaging.
This isn’t just about pictures…↗
Apr 17
Space Investor — A bit of perspective this morning.
Year-to-date returns across a few space stocks:
$PL: +95%
$BKSY: +87%
$FLY: +85%
$LUNR: +52%
$RDW: +24%
$VOYG: +17%
$YSS: +13%
$RKLB: +9%
$ASTS…↗
Apr 16
Wayne Liang — @StockSavvyShay Don’t forget $FLY $BKSY and $PL 👀↗
Apr 14
mon — @hombre242051283 This is how I would rank them based on risk.
1. $PL
2. $BKSY
3. $SATL
I think SATL has more potential. It sits somewhere in the middle and can take business from…↗
Apr 12
InvestmentGuru — EO / GEOSPATIAL SPACE — Latest Headlines
$PL is the sector leader — no debate. Best revenue, backlog, cash, and contract quality.
$BKSY is the best risk/reward — real revenue, DoD…↗
InvestmentGuru — Space sector playbook -
Launch
$RKLB — End-to-end space platform combining launch, satellites, and spacecraft components.
SpaceX (Private, IPO watch ~mid-2026) — Gravitational c…↗
Apr 9
InvestmentGuru — $SPIR is a high-risk, high-conviction space intelligence play sitting at the intersection of defense tech + weather data + RF geolocation. The maritime divestiture reset the revenu…↗
Apr 8
PhotonBull — $FLY is the next big space runner after $ASTS $RKLB $SATL $BKSY $LUNR $RDW etc?
Seeing a lot of people discuss $RKLB vs $FLY
I think $RKLB is obviously safer and better as a comp…↗
Apr 8
Space Investor — $PL / $BKSY: "It is now, and has been, under very exacting Satellite Surveillance (Space Force!)"↗
Apr 8
PhotonBull — One of the most experienced space investors I know, highly recommend following this account
$FLY $ASTS $RKLB $LUNR $BKSY↗
Apr 7
Chris Ray — Why is $BKSY up 9.5% today? 👀 https://t.co/TU5Iy5ZWfw↗
Apr 7
Space Investor — Xoople and L3Harris announced the co-development of a first of its kind satellite constellation designed and optimized for the AI era.
Yesterday, Spain’s Xoople raised $130 milli…↗
Apr 6
Tradable Astronaut — The names reflecting that strength:
$SATL +24.4%.
$SPIR +18.9%.
$LUNR +18.5%.
$FLY +15.7%.
$BKSY +11.5%.
Space is dominating the leaderboard while everything else is bleeding.…↗
Apr 4
InvestmentGuru — SPACE ECONOMY-
The Full Stack — Where the Real Money Flows:
Space isn’t “the future” anymore. It’s an investable ecosystem right now. Here’s the stack — simplified:
LAUNCH (Acc…↗
Apr 3
KaizenInvestor — Historically, Earth observation (EO) smallsats have relied on X-band radios to downlink the pictures they take to ground stations, and S-band or UHF for basic telemetry and command…↗
Apr 2
Wayne Liang — Started a small position in $SIDU.
Will be looking to add more shares as each Blue Diamond pop up. Fits the momentum trades in the space sector quite well, alongside $SATL $PL $BK…↗
Apr 2
Chris Ray — Investors just realized that space is awesome.
$RKLB $ASTS $VOYG $LUNR $RDW $PL $BKSY $SATL $VSAT $IRDM https://t.co/Vb1cT5ZosL↗
Apr 1
Shay Boloor — A SpaceX IPO will force the market to rethink what space infrastructure is worth.
A $1.8T+ valuation would show that launch, connectivity & orbital infrastructure are real platfor…↗
Apr 1
Wayne Liang — Beautiful close yesterday on the space sector - $FLY $SATL $RDW $BKSY and more. Love watching new traders overreact when names are being oversold.
Onwards! https://t.co/poWcG2S4Ko↗
Wayne Liang — The market has only partially priced in the SpaceX IPO, initiating a mini rally for related tickers.
Being the largest IPO in history at $1.75 trillion, I don't think the market c…↗
Mar 25
Wayne Liang — SpaceX IPO is undoubtedly going to bring an influx of capital into the space sector. Some of the easiest money will be made through proxy trading.
While L3Harris $LHX and Teledyne…↗
Chris Ray — After falling sharply yesterday, space stocks are RIPPING today on SpaceX IPO rumors.
Does your portfolio have space sector exposure?
$FLY $RKLB $ASTS $PL $VOYG $LUNR $RDW $BKSY…↗
Chris Ray — Can someone explain to me like I’m 5 why space stocks are getting hammered on the day that @NASAAdmin is giving his Return to the Moon/Golden Era of Space presentation? 🤔
$FLY $R…↗
Mar 24
Serenity — There's the Space Satellite MegaCycle:
-> Triggered by $PL.
With $BKSY / $SATL / $SPIR and others following.
Then there's the Photonics SuperCycle:
-> Triggered by $LITE and $…↗
Mar 23
Wayne Liang — Planet Labs $PL is trading at a $12 billion market cap, and Blacksky $BKSY is sitting at $1 billion.
Satellogic $SATL is currently at a $700 million market cap. Valuation gap coul…↗
Mar 22
KaizenInvestor — SpaceX has an estimated revenue of $15.5 billion in 2025.
The $2 trillion IPO would put the P/S at 129.
P/S of other space companies
$RKLB: 63
$PL: 27
$RDW: 5.5
$SATL: 28
$BKSY…↗
Mar 22
Chris Ray — @lookinshahp @RealMattMoney In-place contracts are meaningful, even if Rocket Lab already has a good relationship with necessary gov parties to maybe win them for itself one day.…↗
Mar 21
Space Investor — I don’t hate the idea of $RKLB acquiring $BKSY, but not a fan either.
If we're playing that game and looking for a public market target, $VOYG would stand out.
Cheaper valuation…↗
Mar 21
AlmaCap — I expect that $BKSY will benefit from this, they are $PLTR's partner for real time high quality earth observation, also more favourable valuation metrics than Planet Labs↗
Mar 21
Chris Ray — @spacanpanman I’m a fan.
The only ‘better’ acquisition in my mind would be for something that closes a gap in their manufacturing line or space systems business.
A BlackSky acqui…↗
Chris Ray — @theshofiles @spacanpanman SpaceX launches for Amazon’s Project Kuiper - a direct competitor to StarLink.
I don’t think competition is an issue as much as some might think here.…↗
Mar 20
Chris Ray — Should $RKLB acquire $BKSY? 🤔
As @spacanpanman puts it:
“IMHO I think $RKLB should just buy $BKSY if they're looking to expand into attractive space vertical that leverages thei…↗
Mar 17
Space Investor — $BKSY: BlackSky signed a seven-figure Assured extension contract with an international customer.
Reliable Gen-3 performance over the customer’s priority areas of interest during…↗
Mar 16
AlmaCap — @KarelCapital Pretty sure $PLTR work with $BKSY on these things too.↗
Mar 13
Jason Luongo — The space economy is entering Phase 2 and most investors are only looking at one piece of it.
A SpaceX IPO in 2026 would put a spotlight on every layer of this ecosystem.
Here's…↗
Mar 12
Space Investor — $BKSY
"With immediate additional capacity integrated into live operations, customers experience a pivotal qualitative increase in how they see, understand, and anticipate changes…↗
Mar 8
Shay Boloor — A SpaceX IPO will force the market to price the space economy as foundational platforms with durable demand from both government + commercial customers.
When that happens, the mar…↗
Space Investor — $BKSY
BlaskSky has secured a seven-figure award under the company’s NGA Luno A Facility Monitoring Delivery Order.
Under this delivery order, BlackSky performs AI-enabled object…↗
Mar 5
InvestmentGuru — Momentum Is Back Across Disruptive Themes
Strong risk appetite returned today as multiple high-growth themes moved higher together across the market.
Crypto & Blockchain
$GEMI +…↗
Mar 2
Chris Ray — A few weeks ago, I speculated that $ONDS could make a push into the space market.
With today’s strategic investment into World View, a high-altitude balloon company that performs…↗
Space Investor — $BKSY
BlackSky secured a new eight-figure international contract for accelerated delivery of a Gen-3 sovereign space-based intelligence solution.
The agreement combines the sale…↗
Space Investor — $BKSY
This Assured agreement extends the uncontested access to Gen-2 and Gen-3 imagery and AI-enabled analytics services over the country’s priority areas of interest. https://t.c…↗
Feb 3
Space Investor — $BKSY
BlackSky was awarded multiple Gen-3 Assured services contracts totaling seven figures with a new international defense customer following the early access period. https://t.…↗
— These 7 names are the core backbone of the Space Economy in 2026:
1. $ASTS ~ Building the direct to device satellite layer that turns space into carrier grade broadband.
2. $RKLB…
Gaetano — Hoping for a pullback in the market to take a new Photonics Aerospace and Defense position!
Here is some of my watchlist with price levels -
$RTX - $180
$LHX -$305
$NOC - $580
$D…↗
Jan 18
Shay Boloor — 10 NAMES TO WATCH IN THE SPACE ECONOMY
1. $RKLB becoming the second pillar of U.S. launch and space systems infrastructure with an $805M firm fixed-price Tranche 3 Tracking Layer…↗
InvestmentGuru — Aerospace Stocks to Watch in 2026
$RKLB – Leading rocket launches, big commercial potential
$ASTS – Advanced satellite tech & space communications
$RDW – Defense & aerospace comp…↗
Jan 7
InvestmentGuru — 𝗧𝗵𝗲 𝗟𝗲𝗮𝗱𝗶𝗻𝗴 𝗦𝘁𝗼𝗰𝗸𝘀 𝗶𝗻 𝟮𝟬𝟮𝟲
Markets in 2026 are being driven by AI infrastructure, semiconductors, energy transition, aerospace, automation, and digital plat…↗
Jan 3
Shay Boloor — KEY FIB LEVELS TO WATCH AS 2026 BEGINS
AI Utility
• $IREN -- $33
• $NBIS -- $87
• $CIFR -- $15
• $WULF -- $11
• $GLXY -- $22
AI Power
• $EOSE -- $12
• $VST -- $140
• $NVTS -- $7…↗
Space Investor — $BKSY
The offering size was increased from the previously announced offering size of $125 million aggregate principal amount of notes. https://t.co/1Z4YQGKYVZ↗
Jul 16
Space Investor — @TimmeeTwoShoes Im all in $ASTS and $RKLB. I like $RDW, $PL and $BKSY but not invested at this time.↗
Jul 16
Space Investor — Four new ratings this morning
$RKLB $50 BofA
$RDW $21 Canaccord
$BKSY $28 Canaccord
$LUNR $10.5 (down from $16) BofA↗
Jul 15
Space Investor — $BKSY
BlackSky won a multimillion dollar contract with a new international customer that combines immediate Gen-3 and Gen-2 subscription-based imagery and analytics services and f…↗
Jul 10
Space Investor — $PL / $BKSY / $SPIR / $RDW
Gartner defines Earth intelligence as the application of AI to Earth observation data to deliver solutions specific to industries and business functions…↗
Jul 8
Space Investor — $BKSY
The renewal contract adds Gen-3 very high-resolution imagery to the customer’s active Gen-2 low-latency, high-cadence monitoring services.
With two Gen-3 satellites on orbi…↗
Jul 5
Space Investor — BOTTOM LINE
The One Big Beautiful Bill’s defense and national security provisions, with over $150 billion in funding, including $25 billion for integrated air and missile defense,…↗