B+
Bull case
25%
Probability
Target price
$14.50
Analysis reference price unavailable
Analysis 2026-07-10 · RankAlpha Sentiment Codex
SKYH
Sky Harbour GroupCNYSE / 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
Mixed
Lead driver
Sentiment
What changed
Sentiment remains the lead driver in the composite, 7D delta +3.2.
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
63
Value
35
Sentiment
66
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 2026-08-17 • Vendor: Data Vendor v1
Scores
As of 2026-09-10 • Model: HYBRID_IC_RP
AI Memo
As of 2026-07-10 • Model: RankAlpha Sentiment Codex
Investment thesisAs of 2026-09-10
Investment thesis
As of 2026-09-10
Grade is the composite factor band; factor scores use a 0–100 scale. Confidence describes evidence quality, not a probability of return. Score date: 2026-09-10. Definitions
Supporting evidence
What
Grade C · Mixed
Confidence Medium · Net Neutral
Target $16.19
Why
Momentum63 · Δ7d +12.8
Value35 · Δ7d 0.0
Sentiment66 · Δ7d +3.2
So what
Balanced signals (Net Neutral). Wait for confirmation before sizing up.
Confirming evidence
- • Sentiment remains the lead driver in the composite, 7D delta +3.2.
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
63
9% active weight
Current posture
7d trendImproving
Δ7d
+12.8
Δ21d
-5.6
Value
35
28% active weight
Current posture
7d trendFlat
Δ7d
0.0
Δ21d
+0.5
Sentiment
66
62% active weight
Current posture
7d trendImproving
Δ7d
+3.2
Δ21d
-0.7
Why this grade
Composite grade C. Momentum 63.4 / Value 35.5 / Sentiment 66.0
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 2026-08-17
Fundamentals (TTM)
As of 2026-08-17
Market Cap
$787.62M
Beta
1.44
Shares Out
34.57M
P/E (TTM) · Derived
41.0
P/S (TTM)
28.55
P/FCF (TTM) · Derived
-7.55
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 2026-09-10 • Updated nightlySource: Internal modelMethods & Data