Tidal Investments LLC Purchases New Holdings in York Space Systems Inc. $YSS

Tidal Investments LLC acquired a new position in York Space Systems Inc. (NYSE:YSS) in the second quarter, according to the company in its most recent disclosure with the SEC. The firm acquired 1,843,269 shares of the company’s stock, valued at approximately $45,381,000.

Other large investors also recently added to or reduced their stakes in the company. Persistent Asset Partners Ltd acquired a new position in York Space Systems during the second quarter valued at $53,000. IFP Advisors Inc acquired a new stake in York Space Systems during the 2nd quarter worth about $83,000. California State Teachers Retirement System acquired a new stake in York Space Systems during the 2nd quarter worth about $152,000. Deutsche Bank AG grew its stake in York Space Systems by 66.6% during the 2nd quarter. Deutsche Bank AG now owns 19,019 shares of the company’s stock valued at $468,000 after acquiring an additional 7,603 shares in the last quarter. Finally, The Manufacturers Life Insurance Company acquired a new position in shares of York Space Systems in the 2nd quarter valued at about $350,000.

Analyst Ratings Changes

A number of equities research analysts have issued reports on the stock. Truist Financial cut their target price on shares of York Space Systems from $26.00 to $14.00 and set a “hold” rating for the company in a research report on Thursday, August 20th. Weiss Ratings restated a “sell (d)” rating on shares of York Space Systems in a report on Wednesday, August 12th. JPMorgan Chase & Co. reaffirmed a “neutral” rating and issued a $17.00 price target (down from $38.00) on shares of York Space Systems in a research note on Monday, August 17th. Raymond James Financial lowered York Space Systems from an “outperform” rating to a “market perform” rating in a report on Wednesday, July 29th. Finally, Craig Hallum began coverage on York Space Systems in a research report on Wednesday, August 26th. They set a “hold” rating and a $11.00 price objective for the company. Five analysts have rated the stock with a Buy rating, seven have issued a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, York Space Systems currently has a consensus rating of “Hold” and an average price target of $19.41.

York Space Systems Stock Down 9.4%

York Space Systems stock opened at $8.10 on Thursday. The company has a current ratio of 5.34, a quick ratio of 5.05 and a debt-to-equity ratio of 0.08. York Space Systems Inc. has a 1-year low of $8.05 and a 1-year high of $44.54. The firm’s fifty day simple moving average is $14.19 and its 200-day simple moving average is $23.31. The company has a market capitalization of $1.11 billion and a P/E ratio of -13.72.

York Space Systems (NYSE:YSS) last issued its quarterly earnings data on Thursday, August 13th. The company reported ($0.31) earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of ($0.19) by ($0.12). The company had revenue of $92.55 million for the quarter. Sell-side analysts forecast that York Space Systems Inc. will post -1.73 earnings per share for the current fiscal year.

Key Stories Impacting York Space Systems

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.

Insider Activity

In other news, major shareholder Blackrock Portfolio Management sold 200,170 shares of the stock in a transaction dated Friday, August 7th. The stock was sold at an average price of $10.99, for a total transaction of $2,199,868.30. Following the transaction, the insider owned 16,517,115 shares of the company’s stock, valued at approximately $181,523,093.85. This represents a 1.20% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. In the last ninety days, insiders sold 655,215 shares of company stock worth $8,390,822.

About York Space Systems

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.