YSS
York Space Systems Inc.Price
Daily candles with volume. Pins mark insider trades, rating changes, 13F stakes, reports, catalysts and short-interest jumps.
- B Jan 30 3 insiders buy $25.7M at $34.00
- S Jul 29 to Aug 7 8 days of insider sells: $27.1M by 1 insider, avg $14.43
- X Aug 14 Short interest falls 27.7% to 6.03M
- X Aug 31 Short interest jumps 30.1% to 7.84M
- X Sep 30 Short interest jumps 62.0% to 11.97M
- A Oct 9 Barclays initiates
- A Oct 15 Piper Sandler initiates
- E Oct 17 M&A: YSS SHAREHOLDER ACTION REMINDER: Faruqi & Faruqi, LLP Remi…
Signal stack
Where each data set points today.
- InsidersMIXED
3 insiders bought $25.7M at an average $34.00. 1 insider sold $27.1M. Price is 81% below their cost.
- InstitutionsBULLISH
Q2 2026: 32 added (2 new), 16 trimmed or exited. Largest new: Tidal Investments $45.4M, Frontier Capital Management $18.0M.
- AnalystsBULLISH
8 of 16 rate it Buy or better. Every target is above the price.
- EstimatesFALLING
Current-quarter EPS estimate $0.004 → −$0.226 over 90 days.
- TrendDOWNTREND
20% below its 50-day average.
Who's buying
13F· Q2 2026| Fund | Move | Value |
|---|---|---|
| Hood River Capital Management LLC | ADD | $48.4M |
| Tidal Investments LLC | NEW | $45.4M |
| WESTWOOD HOLDINGS GROUP INC | DOUBLED | $42.8M |
| VOYA INVESTMENT MANAGEMENT LLC | ADD | $39.8M |
| UBS Group AG | ADD | $37.2M |
| STATE STREET CORP | DOUBLED | $35.3M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | DOUBLED | $33.7M |
| Temasek Holdings (Private) Ltd | DOUBLED | $25.3M |
Quarterly 13F filings are due 45 days after each quarter ends.
The Street
16 analystsPrice is below the lowest target. Median implies +112%.Targets as of Oct 27, 2026.
| Date | Firm | Rating |
|---|---|---|
| Oct 23, 2026 | Piper Sandler MAINTAIN | Neutral |
| Oct 15, 2026 | Piper Sandler INITIATE | Neutral |
| Oct 9, 2026 | Barclays INITIATE | Equal-Weight |
| Sep 15, 2026 | Guggenheim INITIATE | Neutral |
| Sep 10, 2026 | Citigroup MAINTAIN | Buy |
| Aug 31, 2026 | Wells Fargo MAINTAIN | Overweight |
Insider ledger
Form 4| Date | Insider | Type | Value |
|---|---|---|---|
| Aug 7, 2026 | BlackRock Portfolio Management LLC 10%+ Owner | SELL | $2.2M |
| Aug 6, 2026 | BlackRock Portfolio Management LLC 10%+ Owner | SELL | $2.3M |
| Aug 5, 2026 | BlackRock Portfolio Management LLC 10%+ Owner | SELL | $180.1K |
| Aug 5, 2026 | BlackRock Portfolio Management LLC 10%+ Owner | SELL | $181.6K |
| Aug 5, 2026 | BlackRock Portfolio Management LLC 10%+ Owner | SELL | $1.6M |
| Aug 4, 2026 | BlackRock Portfolio Management LLC 10%+ Owner | SELL | $7.3M |
| Aug 4, 2026 | BlackRock Portfolio Management LLC 10%+ Owner | SELL | $1.2M |
| Aug 4, 2026 | BlackRock Portfolio Management LLC 10%+ Owner | SELL | $7.1M |
Earnings setup
Estimates| Period | EPS est. | Range | 30D rev. | Revenue |
|---|---|---|---|---|
| Current Q | -$0.23 | -$0.28–-$0.20 | +3.7% | $90.0M |
| Next Q | -$0.21 | -$0.28–-$0.17 | +1.5% | $94.5M |
| Current FY | 🔒 Fresh data, subscribers only | |||
| Next FY | -$0.37 | -$0.64–-$0.16 | +0.0% | $495.7M |
Washington
Short side
FINRA· Oct 15, 2026SecBot reports
3 filings · 0 bullish · 0 bearish · 1 mixed · 2 neutral- MIXED 8-KMay 19, 2026
York Space Systems entered into a Merger Agreement to acquire Solestial, Inc., issuing up to ~2.35…
The stock issuance for a strategic acquisition is moderately dilutive but tied to growth via Solestial. Watch for the definitive deal terms in subsequent filings (price per share, total value…
- NEUTRAL 8-KApr 29, 2026
York Space Systems (YSS) acquired All.Space Holdings for $355M in a mixed cash-and-stock deal…
Monitor regulatory filings (HSR, NSIA, FCC) for deal progress. The lock-up structure may create overhang at 6- and 9-month anniversaries. Look for future filings disclosing All.Space financials to…
- NEUTRAL 8-KMar 10, 2026
York Space Systems Inc. acquired Orbion Space Technology, Inc. in a deal that included issuing…
Monitor future filings for total shares outstanding to assess dilution impact; watch for integration progress and financial performance of the acquired Orbion business.
All YSS filing & press-release reports (3)
- 8-K reportMay 19, 2026
- 8-K reportApr 29, 2026
- 8-K reportMar 10, 2026