B+
Bull case
25%
Probability
Target price
$14.50
Analysis reference price unavailable
Analysis 2026-07-10 · RankAlpha Sentiment Codex
SKYH
Sky Harbour GroupDNYSE / Transportation
Last Price
Quote time unavailable
Current thesis
The best support is company-sourced: Q1 showed strong top-line growth, better occupancy/rate realization, and management reiterated normalized operating cash-flow breakeven, so successful lease-up of newer campuses could unlock meaningful operating leverage from here.
Posture
Defensive
Lead driver
Sentiment
What changed
Sentiment remains the lead driver in the composite, 7D delta -5.9.
What can break
Cash flow used in operations was seasonally higher in Q1, and management’s breakeven framing is normalized rather than a clean reported free-cash-flow inflection [#PR-EARNINGS-2026-06-02].
Momentum
38
Value
35
Sentiment
67
Setup hits (3d)
0 · Net Neutral
AI TargetsBase $10.50 · Bull $14.50 · Bear $7.50Analysis 2026-07-10; returns require an exact persisted reference.
Data freshness
Prices
Unavailable: Price unavailable
Fundamentals
As of 2026-10-23 • Vendor: Data Vendor v1
Scores
As of 2026-10-23 • Model: HYBRID_IC_RP
AI Memo
As of 2026-07-10 • Model: RankAlpha Sentiment Codex
Investment thesisAs of 2026-10-23
Investment thesis
As of 2026-10-23
Grade is the composite factor band; factor scores use a 0–100 scale. Confidence describes evidence quality, not a probability of return. Score date: 2026-10-23. Definitions
Supporting evidence
What
Grade D · Defensive
Confidence Medium · Net Neutral
Target $16.19
Why
Momentum38 · Δ7d +1.0
Value35 · Δ7d +0.0
Sentiment67 · Δ7d -5.9
So what
Weak posture (Net Neutral). Prioritize risk control and patience.
Confirming evidence
- • Sentiment remains the lead driver in the composite, 7D delta -5.9.
Contradictions & invalidation
- • Cash flow used in operations was seasonally higher in Q1, and management’s breakeven framing is normalized rather than a clean reported free-cash-flow inflection [#PR-EARNINGS-2026-06-02].
- • Lease-up and rental-rate gains must continue across newly opened campuses; otherwise the operating-leverage thesis weakens.
- • The business is still development-led and financing-sensitive; operating expense and cash usage rise alongside campus openings and new ground leases, so any delay in occupancy, rental-rate realization, or construction timing can push out the self-funding story.
Catalyst clock
2026-05-14
Q1 results confirmed revenue growth and early operating leverage markers
Lead driver: Sentiment · See AI snapshot
Momentum
38
8% active weight
Current posture
7d trendSoftening
Δ7d
+1.0
Δ21d
-20.5
Value
35
47% active weight
Current posture
7d trendFlat
Δ7d
+0.0
Δ21d
-0.3
Sentiment
67
45% active weight
Current posture
7d trendSoftening
Δ7d
-5.9
Δ21d
-12.0
Why this grade
Composite grade D. Momentum 37.9 / Value 35.4 / Sentiment 67.3
Scenario snapshot
Scenario probability is memo-authored likelihood, not forecast certainty. Targets belong to the analysis dated 2026-07-10. Scenario method
Most likely
B
Base case
45%
Probability
Target price
$10.50
Analysis reference price unavailable
Analysis 2026-07-10 · RankAlpha Sentiment Codex
B-
Bear case
30%
Probability
Target price
$7.50
Analysis reference price unavailable
Analysis 2026-07-10 · RankAlpha Sentiment Codex
Fundamentals (TTM)As of 2026-10-23
Fundamentals (TTM)
As of 2026-10-23
Market Cap
$777.93M
Beta
1.44
Shares Out
39.58M
P/E (TTM) · Derived
35.3
P/S (TTM)
28.55
P/FCF (TTM) · Derived
-6.52
Rev YoY
+49.6%
EPS YoY
-119.5%
Gross Margin
-8.4%
Op Margin
-80.8%
Net Debt
$325.1M
Current Ratio
4.76
As of 2026-10-23 • Updated nightlySource: Internal modelMethods & Data