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YSYSS

York Space Systems, Inc.

$YSS·$1.2B·Aerospace & Defense·Industrials
$5.58-8.5%1Y-83.4%
Price updated 7h ago·X counts updated 5d ago
YSYSS
$YSSYork Space Systems, Inc.
$5.58-8.52%29 posts1×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $YSS on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

29X posts · last 7 days
Sep 29Oct 11
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $YSS's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 68% of tracked names.

Bullish sentimentAI analysisGenerated by AI from underlying data5 posts analyzed · as of 2026-09-07

YottaSat introduced the LX/V-CLASS spacecraft platform purpose-built for VLEO missions. Posters connect YSS + Hanwha ecosystem to KTOS software-defined SATCOM work and $SIVE's Ka-band beamforming chips flowing through Hydra terminals. Chart weakness noted (broke 21ema early July) but sector narrative dominates.

Read what X is saying about $YSS

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $YSS — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Broken storySelling offAI verdict · as of 2026-10-03

Falling on heavy selling — points lower unless it turns around.

A VLEO prime riding real narrative into a securities class action — the story is intact, the stock isn't.

York Space Systems has a legitimate seat at the VLEO defense-prime table, but the equity has been detaching from the story since early summer and is now trading in the shadow of a securities fraud suit with an October 30 lead-plaintiff deadline.

  • Shares are down 73% over twelve months while revenue is still growing (Q2 revenue $92.5M off ~85% EPS miss, Q1 analyst-polled revenue 2026 at $409M stepping to $705M by 2028) — the market is pricing litigation and dilution risk, not demand.
  • Beta 4.4 and only ~$140M of float traded in the last session means every macro twitch and every law-firm press release amplifies into the tape.
  • An interim CFO (effective August 14) and three EPS misses larger than 50% in a row say the finance seat is unsettled right when management needs credibility.

The LX/V-CLASS platform and Hanwha/KTOS/SIVE ecosystem give this a real second act if execution tightens, but the next two months are a legal and reporting gauntlet before anyone should assume the chart has bottomed.

Differs from X sentimentX posters are leaning on the VLEO ecosystem narrative and chart reclaim potential; the TickerTalks read is that the lawsuit timeline, CFO interim status, and compounding EPS misses dominate the price action regardless of how real the product story is.

What to watch: The October 30 lead-plaintiff deadline and any 8-K before it; the next earnings print on December 2 and whether a permanent CFO is named; any new DoD or Hanwha-adjacent contract announcement that reframes the sell-side 2027-28 revenue ramp.

On the calendar: Q3 earnings expected 2026-12-02

Read the AI verdict on $YSS

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Vertically integrated spacecraft manufacturer delivering turnkey satellite design, production, and constellation operations for national security and commercial customers.

Industry overviewAI analysisGenerated by AI from underlying data

Where Aerospace & Defense sits in its cycle right now — and what that implies for $YSS.

Aerospace & Defense · Industrials

No material change from last week — Defense procurement backlogs remain intact on NATO 2% GDP commitments.

What this means for $YSS

Neutral — Vertically integrated spacecraft manufacturer delivering turnkey satellite design, production, and constellation operations for national security and commercial customers.

Top industry ETF

$ITAiShares U.S. Aerospace & Defense ETF
-5.3%YTD
+1.4%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-20.6How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-7.0%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
-32.9%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-2.8%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
9.3Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-20.2%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
20.6%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.1Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 13, 2026$-0.31$-0.17-86.4%
Q1 2026May 14, 2026$-0.99$-0.11-790.6%
Q4 2025Mar 19, 2026$-0.28$-0.18-55.6%
Q3 2025Dec 3, 2025$-0.19——
Next earningsWed, Dec 2·consensus EPS $-0.26

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$116.3M—19.0%-89.9%$-1.38$-86.6M
Q4 FY25$105.3M—20.0%-4.8%$-0.17$0
Q1 FY25$106.3M—23.2%-6.2%$-0.12$-80.7M
Q4 FY24$76.6M—20.4%-22.0%$-0.21$63.2M

Forward consensus

5-year forecast · up to 8 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$409.3M$404.3M – $414.4M-$1.91-$2.82 – -$1.547
FY27$527.9M$467.8M – $588.0M-$0.42-$0.62 – -$0.348
FY28$705.2M$506.9M – $1.1B$0.28-$1.73 – $3.898
FY29$762.3M$648.8M – $1.0B$0.95$0.77 – $1.406
FY30$878.7M$747.9M – $1.2B$1.06$0.85 – $1.576

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.6×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.—Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-36.8%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.—Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 87.2M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today2.3% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β4.245-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellAug 7Blackrock Portfolio Management Llc10% owner200.2K sh$2.2MSellAug 6Blackrock Portfolio Management Llc10% owner201.5K sh$2.3MSellAug 5Blackrock Portfolio Management Llc10% owner128.0K sh$1.7MSellAug 5Blackrock Portfolio Management Llc10% owner127.9K sh$1.7MSellAug 4Blackrock Portfolio Management Llc10% owner546.6K sh$8.5MSellAug 4Blackrock Portfolio Management Llc10% owner534.1K sh$8.3MSellAug 3Blackrock Portfolio Management Llc10% owner13.8K sh$207KSellJul 31Blackrock Portfolio Management Llc10% owner35.6K sh$539KSellJul 30Blackrock Portfolio Management Llc10% owner140.8K sh$2.1MSellJul 29Blackrock Portfolio Management Llc10% owner63.4K sh$971K
+ 3 other (3 awards) in window

See when $YSS insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KOfficer or director changeAug 58-K — Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD
AI summary

York Space Systems (YSS) disclosed that Brian D. Frantz, its Chief Accounting Officer (since September 2025), was appointed Interim Chief Financial Officer effective August 14, 2026, while the company conducts a formal search for a permanent CFO. Frantz (age 63) previously served as SVP, Chief Accounting Officer, and Treasurer at Summit Materials (April 2017 – February 2025) and as Interim CFO of Intrepid Potash (August 2014 – June 2015). No details on who previously held the CFO role were provided.

8-K/AUnregistered equity sale (amended)Jun 48-K/A — Item 3.02: Unregistered equity sale
AI summary

YSS (YSS) filed an 8-K/A amendment to a previously filed Form 8-K current report. The amendment updates or corrects information previously disclosed under Item 3.02. 8-K amendments are filed when material new information becomes available that was not known at the time of the original filing, or when an earlier disclosure contained errors requiring correction. Investors should compare this amendment with the original 8-K to identify what specifically changed or was updated.

8-KUnregistered equity saleMay 198-K — Item 3.02: Unregistered equity sale
AI summary

York Space Systems entered into an Agreement and Plan of Reorganization on May 15, 2026, to acquire all equity of Solestial, Inc. via merger. Consideration includes up to approximately 2.35 million shares of YSS common stock ($0.0001 par value) plus cash, with shares issued in a private placement exempt from registration under Section 4(a)(2)/Reg D and subject to transfer restrictions. Closing expected Q2 2026. Bolt-on acquisition — 2.35M shares is modest dilution; Solestial appears to be a space solar/satellite technology company that would complement YSS's satellite manufacturing.

8-KMaterial agreementApr 298-K — Item 1.01: Material agreement · Item 3.02: Unregistered equity sale
AI summary

York Space Systems entered into an Agreement and Plan of Merger on April 29, 2026 to acquire All.Space Holdings, Inc. (satellite communications/antenna technology) for $355 million in total consideration (subject to customary cash, debt, and working capital adjustments). The purchase price is payable in a combination of cash and shares; the deal includes escrow accounts of $5M (adjustment), $1.5M (reorganization indemnification), BGP 750K (special indemnification), and $1M expense reserve. Transformative acquisition adding satellite communications technology to YSS's satellite manufacturing business at a $355M price tag.

+ 8 other (4 13Gs · 2 10-Qs · 2 earnings 8-Ks) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

YSS DEADLINE NOTICE: ROSEN, A LEADING NATIONAL FIRM, Encourages York Space Systems Inc. Investors to Secure Counsel Before Important October 30 Deadline in Securities Class Action - YSSnewsfilecorp.com·13h agoYSS Investor Alert: Johnson Fistel Encourages York Space Systems Inc. Investors to Contact the Firm Ahead of October 30, 2026 Lead Plaintiff Deadlineglobenewswire.com·15h agoBragar Eagel & Squire, P.C. Urges York Space Systems Inc. Investors with Large Losses to Contact the Firm Before October 30th Seeking Lead Plaintiff Roleglobenewswire.com·16h agoYSS 2-WEEK DEADLINE ALERT: York Space Systems Investors with Losses Have Opportunity to Lead the Securities Class Actionprnewswire.com·16h agoYSS Securities Announcement: York Space Investors with Losses have Rights in Pending Securities Fraud Class Action – BFA Law Reminds Shareholders of Upcoming Deadlineglobenewswire.com·22h ago

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Voices on X · last 7 days

No standout posts about $YSS on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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