YSS (NYSE:YSS) Given New $33.00 Price Target at Needham & Company LLC

Key Points

• Needham & Company cut its price target for YSS from $42 to $33 but maintained a "buy" rating, implying roughly an 86.5% upside from the prior close.
• Analyst coverage is broadly positive: eight Buy and three Hold ratings give a MarketBeat consensus of "Moderate Buy" with a consensus target of $38.10.
• York reported 2025 revenue up 52% with a Q4 revenue beat and issued 2026 guidance of $545M–$595M with expected positive EBITDA, and it completed the acquisition of Orbion to add electric propulsion capability. The company did miss Q4 EPS estimates (-$0.28 vs. -$0.23), which is a near‑term caution.

YSS (NYSE:YSS - Get Free Report) had its target price dropped by research analysts at Needham & Company LLC from $42.00 to $33.00 in a note issued to investors on Friday,Benzinga reports. The brokerage currently has a "buy" rating on the stock. Needham & Company LLC's target price points to a potential upside of 86.52% from the stock's previous close.

YSS has been the topic of a number of other research reports. Truist Financial assumed coverage on shares of YSS in a report on Monday, February 23rd. They set a "hold" rating and a $30.00 price objective on the stock. Citigroup initiated coverage on shares of YSS in a research report on Monday, February 23rd. They set a "buy" rating and a $37.00 price target for the company. The Goldman Sachs Group began coverage on YSS in a report on Monday, February 23rd. They issued a "neutral" rating and a $29.00 price target on the stock. Robert W. Baird assumed coverage on YSS in a research note on Monday, February 23rd. They issued an "outperform" rating and a $40.00 price objective for the company. Finally, Raymond James Financial initiated coverage on YSS in a report on Monday, February 23rd. They set an "outperform" rating and a $55.00 price objective for the company. Eight research analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company. According to data from MarketBeat, the company presently has an average rating of "Moderate Buy" and a consensus target price of $38.10.

YSS Stock Down 2.8%

NYSE:YSS opened at $17.69 on Friday. YSS has a fifty-two week low of $16.93 and a fifty-two week high of $38.47.

Key YSS News

Here are the key news stories impacting YSS this week:

• Positive Sentiment: Management reported 2025 revenue up 52% to $386M, Q4 revenue beat estimates, and issued 2026 guidance of $545M–$595M with expected positive EBITDA — a material operational and forward-revenue upgrade that supports higher valuation expectations. York Space Systems (YSS) Stock Climbs on Strong Q4 Performance and 52% Annual Revenue Surge
• Positive Sentiment: York completed the acquisition of Orbion Space Technology, bringing in flight‑proven electric propulsion capability — a strategic vertical integration that can lower supply risk, improve margins on smallsat platforms and strengthen competitive positioning. York Space Systems (YSS) Acquires Orbion
• Positive Sentiment: Institutional buying and favorable analyst coverage are supportive: Quiver notes large purchases (including a BlackRock block) and multiple recent Buy/Outperform ratings with a median price target near $37 — that buoy investor sentiment and ownership outlook. YORK SPACE SYSTEMS ($YSS) Releases Q4 2025 Earnings, Stock Rises
• Neutral Sentiment: Company released formal fourth-quarter and full-year 2025 results via a Business Wire filing — useful for detailed modeling but largely a confirmation of the items above. York Space Systems Reports Fourth Quarter and Full Year 2025 Results
• Neutral Sentiment: Media/industry comparisons and local PR (including a regional celebrity mention) increase visibility but have limited direct financial impact. Actor Chiranjeevi Praises YSS Services at Ugadi Event
• Negative Sentiment: The company missed Q4 EPS estimates (reported -$0.28 vs. consensus -$0.23), which may concern short‑term earnings-focused traders despite the revenue beat and optimistic guidance. YORK SPACE SYSTEMS ($YSS) Releases Q4 2025 Earnings, Stock Rises

YSS 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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