Built from weaker models, sales multiples or analyst targets, so treat it as a rough guide.
Not used by alerts or posts.
Valued as a loss-making company: Sales comps, Analyst consensus, and Net cash floor.
ACCE opinionYork Space Systems Inc. Common Stock (YSS)
Fair value
Not available
ACCE price target
$6.80
Rating
Not rated
Horizon
12 months
ACCE price target published on 13 Oct 2026, 00:00 CEST.
Price used: $6.31 at the close on 23 Oct 2026, 22:00 CEST.
Models: Analyst consensus, Net cash floor, and Sales comps.
Fair value: the average of the applicable valuation models (discounted cash flow, multiples, residual income, dividend discount, shareholder yield), each run on the latest financial statements and the market price shown. Opinion columns (fair value, target, rating) are shown apart from the data. Full methodology: acceinvestments.com/data/how-we-value-stocks
Conflicts of interest: The author holds no personal position in this security. General statement
Produced by ACCE Investments (acceinvestments.com)
Data
ACCE score
25
out of 100
Analysts
36% buy
14 covering
P/E
0.0x
forward 0.0x
Dividend yield
0.00%
York Space Systems Inc. Common Stock in four questions
Plain answers, details below
Free accounts get 5 full stock pages a month, including the four answers.
Overview
ACCE thesis
York Space Systems builds small satellites and the spacecraft buses that carry them, selling mainly to government and defense customers who want satellites built in volume rather than one-off. The structural case rests on that government demand and on the shift toward proliferated constellations, where a standardized bus is worth more than a custom design. Revenue is growing 10.4%, but the business is still deeply unprofitable, with a 21.2% gross margin and an operating margin of -38.1%, and the 9.1% negative ROE shows shareholders are not yet being paid for the capital tied up in it. The score of 28/100 and the absence of any index membership reflect that weak profitability profile, so the name only merits a deeper look if the margin trajectory can be shown to improve from here.
⚠ Investor warnings · 3 flagsAI-assisted·How I use AI
high
Heavy insider selling
Insiders sold $18.61M of stock across the last 10 disclosed transactions and bought $0.00M, a one-sided pattern worth weighing against the share price.
high
Cash burn and losses
Free cash flow was -$130.2M with an operating margin of -38.1% and net margin of -50.1%, so the business is consuming cash faster than it generates it.
moderate
Elevated short interest
Short interest stands at 9.6% of shares, meaning a meaningful bearish bet is in place against the stock.
AI research notes
AI-assisted·How I use AIWritten Oct 24, 2026 · figures from 2026-06-30 · prices to Oct 23, 2026
Why it could do well
Analysts' mean price target of $13.88 sits 119.9% above the current share price of $6.31.
Revenue grew 27.3% a year on average over five years, and was still rising 10.4% year over year.
Debt is modest at 0.17 times equity, so the balance sheet is not the immediate constraint.
Why it could disappoint
Free cash flow over the last twelve months was negative $130M, so the business is burning cash rather than generating it.
The latest quarterly loss missed expectations by 63.2%, with earnings per share of -0.31 against -0.19 expected.
Shareholders are being diluted, with the diluted share count up 18.3% last fiscal year, and net margin is -50.1%.
Each chip shows the exact figure and where it comes from. A claim without a source is not published.
Next results
Nov 12, 2026
We update the fair value about 2 days after the results, once the new figures are filed.Add to calendarGoogle
Walk me through this stock
Plain-English pros, cons, and what to watch. Pro feature.
PRO
Ask ACCE
Valuation
INVESTOR
Where YSS's valuation models land
Price
$6.31
Model fair valueConfidence: low
about $3.38
Model
Fair value
Upside
Analyst consensus
Net cash floor
Sales comps
Create a free account: 5 full stock pages a month, no card.
See what each model says, the assumptions behind it, the bad, normal and good cases, and why the fair value changed.
Quality
INVESTOR
Quality and conviction INVESTOR FEATURE
The full quality picture: a reason under every score, how the scores moved, and the conviction breakdown.
+A plain reason under every score
+Conviction breakdown and growth / value / quality / momentum scores