SXSerenity Analysis动态投研终端
总览推文股票提及表现行业AI分析关注我
股票池

BKSY

状态日期:2026-05-27

谨慎
中极端高
概览观点时间线信号证据AI行业

Serenity观点

看空

推文立场

价格动量

看多

总览股票跟踪推文AI关注我

60D / 252D

信号分数

87

新增排序

24h 提及

0

短线新增

7日新闻

0

低

收入同比

4.4%

稳定

概览

核心结论

作者立场:看空;价格动量:看多。最新证据:Sell $CRCL $ETH $BMNR $PL $BKSY 暂无 AI 结论。

近 7 天有 0 条新闻、近 30 天 3 条披露,需要复核新增信息质量。

近期推文

Serenity 观点

Serenity观点

看空

价格动量

看多

首次提出

2025-07-03 16:58

来源

llm

更新时间

2026-03-24 14:29

作者立场:看空;价格动量:看多。最新证据:Sell $CRCL $ETH $BMNR $PL $BKSY

当前观点证据

2025-10-12 02:32看空

Sell $CRCL $ETH $BMNR $PL $BKSY

Serenity 变化

时间线

首次提出2025-07-03 16:58看多
原推

only three I've owned are $BKKT ($12), $TSSI ($8), $BKSY ($11). ... I don't recommend chasing but not the worst to have small positions.

  1. 2026-03-24 14:29看空事实更新

    There's the Space Satellite MegaCycle: -> Triggered by $PL. With $BKSY / $SATL / $SPIR and others following.

  2. 2025-10-12 02:32看空观点延续

    Sell $CRCL $ETH $BMNR $PL $BKSY

  3. 2025-07-03 17:05看空观点变化

    As for thesis on Blacksky ($BKSY) honestly, pretty terrible company.

  4. 2025-07-03 16:58看多初始观点

    only three I've owned are $BKKT ($12), $TSSI ($8), $BKSY ($11). ... I don't recommend chasing but not the worst to have small positions.

新鲜度

新增信号

SEC
24h 07D 030D 0新闻 0披露 3

复核时间:2026-05-27

证据

证据摘要

最新期 2025营收 107MBeta 2.44披露 8-K
展开证据详情

年度数据

基本面证据

最新期

2025

营收

107M

营收同比

4.4%

毛利率

66.9%

2022

营收 65MYoY 91.7%经营 -132%净利 -113%

2023

营收 94MYoY 44.6%经营 -59.2%净利 -57.0%

2024

营收 102MYoY 8.0%经营 -43.4%净利 -56.0%

2025

营收 107MYoY 4.4%经营 -44.0%净利 -65.9%

简读 + 重点消息

消息面

0 条 7日新闻,压力 低。

2026-05-12 08:30businesswire.com
BlackSky Wins Seven-Figure Subscription Contract with New Government Customer for New and Advanced Gen-2 Mission Applications
2026-05-12 04:35finbold.com
This top UFO stock is up more than 100% in 2026
2026-05-10 08:15seekingalpha.com
BlackSky: Another Lackluster Quarter, Shares Look Dramatically Overvalued

近期披露

披露信息

Filing body read (8-K 2026-05-22) BlackSky Technology Inc. entered into an at-the-market sales agreement allowing it to sell up to $250 million of Class A common stock through Deutsche Bank Securities Inc. and Craig-Hallum Capital Group LLC. Material changes: Entered into a Sales Agreement dated May 22, 2026 with Deutsche Bank Securities Inc. and Craig-Hallum Capital Group LLC.; May offer and sell Class A common stock from time to time with aggregate offering price up to $250,000,000.; Sales may occur through negotiated transactions, at-the-market offerings, ordinary broker transactions on the NYSE, block transactions, other trading markets, or market makers.. Risks: Future common stock sales could dilute existing stockholders.; Actual sale volume, timing, and price are uncertain because the company is not obligated to sell shares.; Net proceeds may be reduced by sales agent commissions and reimbursable expenses.. Next checks: Review Exhibit 1.1 Sales Agreement for detailed covenants, termination provisions, and indemnification terms.; Review the May 22, 2026 Form S-3ASR shelf registration statement, File No. 333-296167.; Review the May 22, 2026 prospectus supplement for intended use of proceeds and offering mechanics..

2026-05-228-K
bksy-20260522.htm
2026-05-0710-Q
bksy-20260331.htm

近期推文

作者立场

立场

看空

价格动量

看多

2025-10-12 02:32看空

Sell $CRCL $ETH $BMNR $PL $BKSY

24h / 7天 / 30天

情绪与市场

24h

0

7D

0

30D

0

Beta

2.44

敏感度

高 beta

情绪风险

极端

估值风险

高

背景

行业与主题

technology-hardware-equipment-parts

ai-infrastructureaerospace-defense

-

GPT xhigh 分析

updated validated--

等待 GPT xhigh 分析。

研究问题

  • SEC event bus dilution: BlackSky Technology Inc. entered into an at-the-market sales agreement allowing it to sell up to $250 million of Class A common stock through Deutsche Bank Securities Inc. and Craig-Hallum Capital Group LLC.
  • margin_validation: revenue and gross margin evidence must catch up with valuation
  • sentiment_validation: check whether good news still moves the stock

背景

行业背景

technology-hardware-equipment-parts

提及 106新闻 20股票 38
股票池

BKSY

谨慎中极端高

状态日期:2026-05-27

复核时间:2026-05-27

作者立场

看空

llm

价格动量

看多

60D / 252D

信号分数

87

新增信息排序

24h 提及

0

短线新增

7天提及

0

低

30天提及

0

长周期热度

7日新闻

0

低

30日披露

3

8-K

收入同比

4.4%

稳定

Beta

2.44

高 beta

llm · 2026-03-24 14:29

Serenity 时间线

首次提出2025-07-03 16:58看多
原推

only three I've owned are $BKKT ($12), $TSSI ($8), $BKSY ($11). ... I don't recommend chasing but not the worst to have small positions.

  1. 2026-03-24 14:29看空事实更新

    There's the Space Satellite MegaCycle: -> Triggered by $PL. With $BKSY / $SATL / $SPIR and others following.

  2. 2025-10-12 02:32看空观点延续

    Sell $CRCL $ETH $BMNR $PL $BKSY

  3. 2025-07-03 17:05看空观点变化

    As for thesis on Blacksky ($BKSY) honestly, pretty terrible company.

  4. 2025-07-03 16:58看多初始观点

    only three I've owned are $BKKT ($12), $TSSI ($8), $BKSY ($11). ... I don't recommend chasing but not the worst to have small positions.

基本面 / 消息面 / 情绪面 / 市场

分析角度矩阵

年度数据

基本面证据

最新期

2025

营收

107M

营收同比

4.4%

毛利率

66.9%

营收趋势

营收趋势线
121M61M0

需要继续工作的地方

研究问题

  • SEC event bus dilution: BlackSky Technology Inc. entered into an at-the-market sales agreement allowing it to sell up to $250 million of Class A common stock through Deutsche Bank Securities Inc. and Craig-Hallum Capital Group LLC.
  • margin_validation: revenue and gross margin evidence must catch up with valuation
  • sentiment_validation: check whether good news still moves the stock
  • filing_review: read latest SEC filing before treating the state as stable
  • industry_specificity: confirm whether news is specific to BKSY, not only Hardware, Equipment & Parts

-

GPT xhigh 机构分析

updated validated--

等待 GPT xhigh 分析。

同业压力

行业背景

technology-hardware-equipment-parts

提及 106新闻 20股票 38
2026-05-078-K
bksy-20260507.htm
2021 营收: 34M2022 营收: 65M2023 营收: 94M2024 营收: 102M2025 营收: 107M2021 趋势线: 34M2022 趋势线: 65M2023 趋势线: 94M2024 趋势线: 102M2025 趋势线: 107M20212022202320242025

利润趋势

净利润毛利营业利润
120M-85M-290M2021 净利润: -246M2022 净利润: -74M2023 净利润: -54M2024 净利润: -57M2025 净利润: -70M2021 毛利: -663K2022 毛利: 30M2023 毛利: 61M2024 毛利: 75M2025 毛利: 71M2021 营业利润: -120M2022 营业利润: -87M2023 营业利润: -56M2024 营业利润: -44M2025 营业利润: -47M20212022202320242025

利润率趋势

毛利率营业利润率净利率
184%-324%-832%2021 毛利率: -1.9%2022 毛利率: 45.2%2023 毛利率: 64.2%2024 毛利率: 73.1%2025 毛利率: 66.9%2021 营业利润率: -352%2022 营业利润率: -132%2023 营业利润率: -59.2%2024 营业利润率: -43.4%2025 营业利润率: -44.0%2021 净利率: -721%2022 净利率: -113%2023 净利率: -57.0%2024 净利率: -56.0%2025 净利率: -65.9%20212022202320242025
最近财务序列营收营收同比毛利率营业利润率净利率
202134M--1.9%-352%-721%
202265M91.7%45.2%-132%-113%
202394M44.6%64.2%-59.2%-57.0%
2024102M8.0%73.1%-43.4%-56.0%
2025107M4.4%66.9%-44.0%-65.9%

24h / 7天 / 30天

情绪面

24h

0

7D

0

30D

0

风险: 极端 · 低

简读 + 重点消息

消息面

消息简读

0 条 7日新闻,压力 低。

重点消息

2026-05-12 08:30businesswire.com
BlackSky Wins Seven-Figure Subscription Contract with New Government Customer for New and Advanced Gen-2 Mission Applications
2026-05-12 04:35finbold.com
This top UFO stock is up more than 100% in 2026
2026-05-10 08:15seekingalpha.com
BlackSky: Another Lackluster Quarter, Shares Look Dramatically Overvalued
2026-05-09 11:09marketbeat.com
BlackSky Technology Q1 Earnings Call Highlights
2026-05-08 13:40benzinga.com
Space Earnings Heat Up: Rocket Lab Tops $200M, Firefly Hits Record Revenue, Redwire Backlog Surges
2026-05-08 13:40feeds.benzinga.com
Space Earnings Heat Up: Rocket Lab Tops $200M, Firefly Hits Record Revenue, Redwire Backlog Surges
2026-05-08 06:41seekingalpha.com
BlackSky Technology Inc. (BKSY) Q1 2026 Earnings Call Transcript
2026-05-07 17:04newsfilecorp.com
Stonegate Capital Partners Updates Coverage on BlackSky Technology, Inc. (BKSY) 1Q26
2026-05-07 10:31zacks.com
BlackSky Technology (BKSY) Q1 Earnings: Taking a Look at Key Metrics Versus Estimates
2026-05-07 09:51zacks.com
BlackSky Technology Inc. (BKSY) Reports Q1 Loss, Lags Revenue Estimates

新增披露摘要

披露信息

披露分析

Filing body read (8-K 2026-05-22) BlackSky Technology Inc. entered into an at-the-market sales agreement allowing it to sell up to $250 million of Class A common stock through Deutsche Bank Securities Inc. and Craig-Hallum Capital Group LLC. Material changes: Entered into a Sales Agreement dated May 22, 2026 with Deutsche Bank Securities Inc. and Craig-Hallum Capital Group LLC.; May offer and sell Class A common stock from time to time with aggregate offering price up to $250,000,000.; Sales may occur through negotiated transactions, at-the-market offerings, ordinary broker transactions on the NYSE, block transactions, other trading markets, or market makers.. Risks: Future common stock sales could dilute existing stockholders.; Actual sale volume, timing, and price are uncertain because the company is not obligated to sell shares.; Net proceeds may be reduced by sales agent commissions and reimbursable expenses.. Next checks: Review Exhibit 1.1 Sales Agreement for detailed covenants, termination provisions, and indemnification terms.; Review the May 22, 2026 Form S-3ASR shelf registration statement, File No. 333-296167.; Review the May 22, 2026 prospectus supplement for intended use of proceeds and offering mechanics..

近期披露

2026-05-228-K
bksy-20260522.htm
2026-05-0710-Q
bksy-20260331.htm
2026-05-078-K
bksy-20260507.htm
2026-04-078-K
bksy-20260407.htm
2026-03-1710-K
bksy-20251231.htm
2026-02-268-K
bksy-20260226.htm
2025-12-128-K
bksy-20251212.htm
2025-11-0610-Q
bksy-20250930.htm
2025-11-068-K
bksy-20251106.htm
2025-09-118-K
bksy-20250910.htm

beta / 动量 / 主题

大盘敏感度

Beta

2.44

状态

高 beta

立场

看空

动量

看多

谨慎 · 高

板块定位

行业

technology-hardware-equipment-parts

ai-infrastructureaerospace-defense