1,843,269 Shares in York Space Systems Inc. $YSS Purchased by Tidal Investments LLC

Key Points

• Tidal Investments acquired 1.84 million York Space Systems shares worth approximately $45.4 million, giving it a 1.34% stake. Several other institutional investors also initiated positions during the second quarter.
• York Space Systems shares fell 9.4% to $8.10, near their 12-month low of $8.05. The company reported a quarterly loss of $0.31 per share, missing estimates by $0.12, despite revenue of $92.55 million.
• Analyst sentiment is mixed, with a consensus “Hold” rating and average price target of $19.41, while insiders sold $8.4 million of stock over the past 90 days. The company also faces shareholder lawsuits alleging misleading statements about its satellite platform, contract outlook and execution; the allegations remain unproven.

Tidal Investments LLC acquired a new stake in York Space Systems Inc. (NYSE:YSS - Free Report) during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission. The firm acquired 1,843,269 shares of the company's stock, valued at approximately $45,381,000. Tidal Investments LLC owned about 1.34% of York Space Systems as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of YSS. Persistent Asset Partners Ltd acquired a new stake in shares of York Space Systems in the second quarter valued at approximately $53,000. IFP Advisors Inc acquired a new position in shares of York Space Systems during the second quarter worth approximately $83,000. California State Teachers Retirement System acquired a new stake in York Space Systems in the 2nd quarter valued at approximately $152,000. The Manufacturers Life Insurance Company acquired a new stake in York Space Systems in the 2nd quarter valued at approximately $350,000. Finally, Integrated Wealth Concepts LLC bought a new stake in York Space Systems during the 2nd quarter valued at $355,000.

York Space Systems Stock Down 9.4%

NYSE YSS opened at $8.10 on Thursday. The company has a debt-to-equity ratio of 0.08, a current ratio of 5.34 and a quick ratio of 5.05. The company's 50 day simple moving average is $14.19 and its 200 day simple moving average is $23.31. York Space Systems Inc. has a 12 month low of $8.05 and a 12 month high of $44.54. The company has a market capitalization of $1.11 billion and a P/E ratio of -13.72.

York Space Systems (NYSE:YSS - Get Free Report) last issued its earnings results on Thursday, August 13th. The company reported ($0.31) earnings per share for the quarter, missing analysts' consensus estimates of ($0.19) by ($0.12). The company had revenue of $92.55 million for the quarter. Equities research analysts expect that York Space Systems Inc. will post -1.73 earnings per share for the current fiscal year.

Insider Activity

In other news, major shareholder Blackrock Portfolio Management sold 201,504 shares of the business's stock in a transaction on Thursday, August 6th. The stock was sold at an average price of $11.60, for a total transaction of $2,337,446.40. Following the sale, the insider directly owned 16,717,285 shares of the company's stock, valued at $193,920,506. The trade was a 1.19% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. In the last 90 days, insiders sold 655,215 shares of company stock valued at $8,390,822.

Analyst Ratings Changes

Several research analysts have recently issued reports on the company. Jefferies Financial Group decreased their price target on York Space Systems from $32.00 to $15.00 and set a "buy" rating for the company in a research note on Monday, August 17th. Wall Street Zen cut shares of York Space Systems from a "hold" rating to a "sell" rating in a research note on Wednesday, August 5th. Raymond James Financial downgraded shares of York Space Systems from an "outperform" rating to a "market perform" rating in a report on Wednesday, July 29th. Robert W. Baird set a $16.00 target price on shares of York Space Systems in a research report on Monday, August 17th. Finally, The Goldman Sachs Group set a $14.00 target price on shares of York Space Systems in a research note on Tuesday, August 25th. Five research analysts have rated the stock with a Buy rating, seven have assigned a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat.com, the company has a consensus rating of "Hold" and an average target price of $19.41.

Key York Space Systems News

Here are the key news stories impacting York Space Systems this week:

• Negative Sentiment: Multiple law firms announced or promoted a class action against York and certain executives. The lawsuits cover investors who bought shares in the January 2026 IPO and/or securities between January 29 and May 11, 2026. The firms allege York made misleading statements about its satellite platform, program execution, and contract outlook. Robbins LLP investigation
• Negative Sentiment: One investor notice alleges York launched Tranche 1 spacecraft before mission and payload software was complete, requiring software debugging in orbit. It further claims the resulting operational problems preceded the loss of a customer responsible for approximately 96% of company revenue, raising substantial concerns about execution and revenue concentration. Levi & Korsinsky shareholder alert
• Negative Sentiment: Another notice says York had represented that it held an incumbent position for SDA Tranches 3 and 4, but the Pentagon later halted Tranche 3 funding. The notices link those developments to a sharp prior decline in the stock, reinforcing investor concerns about contract durability and future growth. SueWallSt shareholder notice
• Neutral Sentiment: Investors who purchased qualifying securities have until October 30, 2026 to seek appointment as lead plaintiff. The deadline is a procedural development and does not represent a finding that York violated securities laws; the allegations remain unproven.

York Space Systems Company Profile

York Space Systems is a leading, U.S.-based, space and defense prime(1) providing a comprehensive suite of mission-critical solutions for national security, government and commercial customers. York is one of the only space and defense primes with proprietary hardware and software capabilities designed to address customers' complex mission requirements across the critical elements of the entire space ecosystem throughout the mission lifecycle. York is the number one provider to the U.S. Department of Defense's (“DoD”) Proliferated Warfighter Space Architecture (“PWSA”) by number of spacecraft operating in-orbit, by number of contracts, and by variety of contract types as of September 2025.

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