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YSS

York Space Systems Inc

OPPORTUNISTIC BUY Analysis generated 2026-10-04 Market data as of 2026-11-12 Market data 3 days old USD 6.60 Technology - Communication EquipmentIN BUY ZONE
ACTIONABLEMethodology gates passed
59

Position levels

Currenttoday
USD 6.60
Buy <=wait / entry
USD 7.33
Trim >=take some off
USD 11.00
Thesis breakA second consecutive reduction to 2026 revenue guidance, a named loss of the NIT...
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Scenario-weighted conviction

ProbabilityScoreContribution
Bull case25%100 / 10025.0
Base case50%62 / 10031.0
Bear case25%10 / 1002.5
Weighted conviction59 / 100 - OPPORTUNISTIC BUY

Top risks

  • U.S. Space Force NITE-STAR contract selection plus eight new contract wins in 2026 extending into test and training markets
  • 52% YoY revenue growth to $386.2M in FY2025 with gross profit up 133% and narrowed net loss
  • Planned Solestial acquisition using stock and cash
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Research is for informational purposes only. Not financial advice. All analysis reflects the date of publication.

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