Added to YB: 2026-10-15
Pitch date: 2026-10-12
YSS [neutral]
York Space Systems, Inc.
-9.96%
current return
Author Info
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Company Info
York Space Systems, Inc. operates as a space and defense prime providing a comprehensive suite of mission-critical solutions for national security, government and commercial customers in the United States.
Market Cap
$938.2M
Pitch Price
$6.78
Price Target
9.50 (+56%)
Dividend
N/A
EV/EBITDA
-5.56
P/E
-2.81
EV/Sales
1.44
Sector
Aerospace and Defense
Category
growth
York Space Systems, Inc. - $YSS
YSS (deep dive): York has delivered 42 satellites and demonstrated interoperability at roughly half incumbent pricing, but its investment case depends on successor awards replacing Transport Layer revenue before it runs off after 2027 while fixed-price margins hold. At $8-$9, versus a probability-weighted value near $9.50 and an $8-$10 base case, upside is limited without a Space Data Network second-source role or bookings above $100M per quarter; repeating Q2’s ~$42M pace points toward the $3-$5 bear case.
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