York Space Systems Inc. (YSS) shares climbed on Monday after the company announced plans to acquire satellite communications firm ALL.SPACE. The deal, expected to close in the third quarter of 2026, will make ALL.SPACE a wholly owned subsidiary, continuing to serve government and industry clients.
ALL.SPACE's Hydra Terminal Range provides multi-link, multi-orbit, and multi-band connectivity across various satellite networks. That means it supports resilient communications for defense and national security operations across space, air, land, and maritime environments — exactly the kind of capability governments are increasingly demanding.
This marks York's second strategic acquisition since going public. ALL.SPACE CEO Paul McCarter highlighted that the partnership with York will allow the company to scale its technology to meet rising demand in complex operational settings.
Recent Earnings
York Space Systems reported first-quarter revenue of $116.34 million, beating estimates of $109.59 million. The company highlighted strong demand for government programs, a $583 million IPO, and a $642 million backlog. York reaffirmed full-year guidance and said the ALL.SPACE acquisition will expand growth opportunities. The company ended the quarter with cash and cash equivalents of $656 million.
YSS Technical Outlook: Momentum and Key Moving Averages
The stock's current price of $25.99 is significantly below its 20-day simple moving average (SMA) of $33.39 — that's 22.9% lower. The 50-day SMA stands at $28.58, placing the stock 9.9% below that average. The moving average convergence divergence (MACD) is currently below its signal line, suggesting that upward momentum is fading unless the stock can reclaim that baseline.
YSS Earnings Preview: Next Update Date and Analyst Targets
The companies expect to close the deal in the third quarter of 2026. For the next earnings report, analysts estimate a loss of 9 cents per share on revenue of $107.81 million.
Analyst Consensus & Recent Actions: The stock carries a Buy rating with an average price target of $36.40. Recent analyst moves include:
- Needham: Buy (Maintains Target to $33.00) (May 18)
- Goldman Sachs: Neutral (Raises Target to $31.00) (April 20)
- Citigroup: Buy (Lowers Target to $33.00) (April 2)
Price Activity
York Space Systems shares were up 3.33% at $24.82 at the time of publication on Monday.
