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YSYSS

York Space Systems, Inc.

$YSS·$2.6B·Aerospace & Defense·Industrials
$18.52-0.0%1Y-44.9%
Mentions · last 7 days
2026-07-10: 2 posts2026-07-11: 0 posts2026-07-12: 1 posts2026-07-13: 4 posts2026-07-14: 7 posts2026-07-15: 11 posts2026-07-16: 6 posts31+44%
Price updated 10m ago·X counts updated 16h ago
YSYSS
$YSSYork Space Systems, Inc.
$18.53-0.03%31 posts+44%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $YSS, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Driven by hypeCooling offAI verdict · as of 2026-07-17

Catching its breath after a run — could pick back up or fade from here.

York Space Systems down 45% t12m as SpaceX IPO rotation drains capital.

York Space Systems is a space and defense company providing mission-critical solutions — satellite platforms, tactical communications, and space services for national security and commercial customers.

Where the setup nets out:

  • Growth is early-stage: Q1 revenue up substantially YoY to $116M (from small prior-year base).
  • Losses are severe: operating margin -90% in Q1.
  • The multiple is stretched: PS 9.3x.
  • The July 8 ALL.SPACE acquisition completion adds assured communications capability.
  • The July 15 second Tactical Communications Satellite Lot ready for launch is real operational progress.
  • AEROEQUITY GP awarded 2.29M shares $77.8M — real founder-level allocation.
  • Class-action law-firm investigation (Lowey Dannenberg) is early legal noise.
  • Position: 22% of 52-week range, t12m -45% — the tape has been pressured by SpaceX-IPO capital rotation.

The forward view: the August 13 Q2 print is the referee. A beat with continued revenue-growth plus specific defense-contract disclosure restarts the coil upward. What keeps it stuck: continued SpaceX-IPO rotation pressure. What breaks it lower: a specific project delay or dilutive raise.

Agrees with X sentimentThe bearish X read on the SpaceX-IPO rotation pressure across space-stocks (UFO/MARS/LUNR/RKLB/ASTS peer basket) is directionally right on the setup.

What to watch: August 13 Q2 earnings and defense-contract disclosure; a project delay or dilutive raise would break the cooling into a real reset.

On the calendar: 2026-08-13 — Q2 2026 earnings

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bearish sentiment5 posts analyzed · as of 2026-06-19

YSS was the biggest space-stock loser at minus 15.7 percent during the SpaceX IPO rotation, with capital rotating into SPCX. Authors flag the broader sector profit-taking with UFO, MARS, LUNR, RKLB, and ASTS all down 3-10 percent as money rotates ahead of the SpaceX listing.

Read the AI verdict + X sentiment for $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)
  • X crowd read with bullish/bearish call + post volume
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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 — institutions now mark RKLB, LUNR, and RDW against SPCX's $1.

What this means for $YSS

Partial — Vertically integrated spacecraft manufacturer delivering turnkey satellite design, production, and constellation operations for national security and commercial customers; the defense budget expansion and space commercialization is a secondary rather than primary near-term earnings catalyst.

Top industry ETF

$ITAiShares U.S. Aerospace & Defense ETF
+7.1%YTD
+18.8%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
Q1 2026May 14, 2026$-0.99$-0.11-790.6%
Q4 2025Mar 19, 2026$-0.28$-0.18-55.6%
Next earningsThu, Aug 13·consensus EPS $-0.16

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 7 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$556.8M$530.6M – $583.0M-$0.96-$0.99 – -$0.906
FY27$862.8M$852.4M – $873.1M$0.52$0.49 – $0.546
FY28$1.1B$1.1B – $1.1B$0.98$0.92 – $1.097
FY29$1.5B$1.5B – $1.6B$1.70$1.59 – $1.763
FY30$2.0B$1.9B – $2.0B$2.30$2.16 – $2.386

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.0.7×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.-33.5%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.

Insider activity

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

Recent transactions

No open-market buys or sells in the last 180 days.

+ 1 other (1 award) 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
Free, forever. No credit card.

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-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.

3New insider — initial holdingsApr 143
AI summary

Janine Davidson filed a Form 3 for York Space Systems Inc. (YSS) on April 14, 2026, following her April 10, 2026 appointment as a director. Davidson beneficially owns zero securities of YSS at the time of the filing. Standard initial Section 16 filing for a newly appointed director with no pre-existing ownership.

8-KOfficer or director changeApr 148-K — Item 5.02: Officer or director change
AI summary

York Space Systems appointed Janine A. Davidson as a Class II director effective April 10, 2026, expanding the board to eight members. Dr. Davidson (age 59) is President of Metropolitan State University of Denver, former 32nd Undersecretary of the U.S. Navy, and currently serves on the board of UMB Financial Corporation (Nasdaq: UMBF). She joins the Audit Committee. Standard board expansion adding public-sector, defense, and academic expertise; increases board to eight members.

8-KUnregistered equity saleMar 108-K — Item 3.02: Unregistered equity sale
3New insider — initial holdingsFeb 33
8-KMaterial agreementJan 308-K — Item 1.01: Material agreement · Item 3.03 · Item 5.02: Officer or director change · Item 5.03: Charter amendment
+ 30 other (12 3s · 3 13Gs · 3 CORRESPs · 2 earnings 8-Ks) in window

Recent news

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

Lowey Dannenberg, P.C. is Investigating York Space Systems, Inc. (NYSE: YSS) for Potential Violations of the Federal Securities Lawsglobenewswire.com·23h agoYork Space Systems' Second Tactical Communications Satellite Lot Ready for Launchbusinesswire.com·2d agoYork Space Systems Completes Acquisition of ALL.SPACE, Delivering Assured Communications and Positioning in Contested Environmentsbusinesswire.com·9d agoLowey Dannenberg, P.C. is Investigating York Space Systems, Inc. (NYSE: YSS) for Potential Violations of the Federal Securities Lawsglobenewswire.com·11d agoLowey Dannenberg, P.C. is Investigating York Space Systems, Inc. (NYSE: YSS) for Potential Violations of the Federal Securities Lawsglobenewswire.com·11d ago

In themes

Explore the broader themes this ticker is being talked about under.

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Voices on X · top 2 · 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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