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FLY Overview

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$
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0.000(0.000%)
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0.000(0.000%)Aft-market
ET
$
0.000
0.000(0.000%)
At close
0.000(0.000%)Aft-market
ET
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Intellectia

Loading chart...

High
28.710
Open
24.675
VWAP
27.24
Vol
9.35M
Mkt Cap
4.55B
Low
24.525
Amount
254.66M
EV/EBITDA(TTM)
--
Total Shares
159.95M
EV
3.18B
EV/OCF(TTM)
--
P/S(TTM)
23.53
Firefly Aerospace Inc. is a space and defense technology company. The Company provides comprehensive mission solutions to national security, government, and commercial customers. It has designed, developed, and deployed its vehicles and dynamic spacecraft solutions to support critical customer missions across the space domain. It has a differentiated and scalable platform of Launch and Spacecraft Solutions with flight heritage. Within Launch, it has two offerings built on common technologies: Alpha and Eclipse. Alpha is a United States-based orbital rocket in the 1,000 kilograms class to successfully reach orbit, with four launches completed. Eclipse, a reusable and scaled up version of Alpha. Its Spacecraft Solutions include Blue Ghost lander (Blue Ghost) and Elytra offerings, highlight the heritage of common technologies from its launch vehicles. Blue Ghost Lander and Elytra are highly maneuverable spacecraft enabled by high-performance rocket engine technology.
Show More

Events Timeline

(ET)
2026-03-27
12:10:00
FireFly Aerospace Stock Drops 12.1% to $23.57
select
2026-03-25 (ET)
2026-03-25
09:00:00
Stock Futures Rise as Energy Prices Retreat
select
2026-03-25
07:50:00
SpaceX Plans to File IPO Prospectus This Week, Space Stocks Rise
select
2026-03-19 (ET)
2026-03-19
19:30:00
Israeli PM Claims War Will End Quickly, US Stocks Rebound
select
2026-03-19
19:30:00
FireFly Aerospace Sees FY26 Revenue of $420M-$450M
select

News

stocktwits
8.5
02:10 AMstocktwits
NASA ETF Debuts Strongly with SpaceX Exposure
  • Strong Trading Debut: The NASA ETF opened at $24 on the NYSE and surged over 7% after-hours, indicating robust investor interest in the first ETF providing direct exposure to SpaceX, reflecting optimistic market sentiment towards the space industry.
  • SpaceX Exposure: The ETF offers a 10% allocation to SpaceX through a special purpose vehicle provided by Charles Schwab's Forge unit, aiming to provide investors with a transparent and actively managed vehicle to access the rapidly growing space economy, likely attracting more investor attention.
  • Retail Investment Plans: SpaceX is expected to allocate up to 30% of its IPO to retail investors, significantly higher than typical IPO levels, a strategy designed to enhance ordinary investors' participation and boost market enthusiasm for the offering.
  • Nasdaq Listing Rules: New Nasdaq rules will allow newly listed mega-cap companies to become eligible for inclusion in the Nasdaq-100 Index within 15 days of trading, a faster timeline that will provide quicker market recognition for companies like SpaceX, further driving their stock performance.
NASDAQ.COM
8.5
03-31NASDAQ.COM
SpaceX IPO Rumors Cause Stock Volatility
  • Market Reaction: Rumors of a SpaceX IPO led to significant stock price increases for York Space Systems and Firefly Aerospace, with gains of 5.1% and 16% on Wednesday, but these gains were quickly reversed, indicating market volatility.
  • Profitability Comparison: SpaceX is estimated to generate $16 billion in annual revenue with about $3 billion in profit, while York and Firefly report revenues of $386 million and just under $160 million, respectively, both operating at a loss, highlighting SpaceX's competitive edge in the industry.
  • Investor Sentiment Shift: Despite SpaceX not filing for an IPO yet, investor anticipation may lead to selling pressure on York and Firefly, suggesting a preference for larger, profitable companies in the short term, which could negatively impact the smaller firms' stock performance.
  • Analyst Insights: Analysts generally believe that the potential SpaceX IPO could divert investor attention away from York and Firefly, weakening their market positions, as investors may prefer to hold SpaceX shares over those of smaller competitors.
Fool
8.5
03-31Fool
SpaceX IPO Rumors Ignite Volatility in Space Stocks
  • Space Stock Reaction: Rumors of a SpaceX IPO led to York Space Systems and Firefly Aerospace shares rising by 5.1% and 16%, respectively, indicating strong market enthusiasm for space investments; however, York quickly gave back its gains, reflecting fragile investor sentiment.
  • York's Financial Woes: With a market cap of $2.7 billion and an annual profit of only $386 million, York is losing $84.5 million annually and burning $130 million in negative free cash flow, positioning it unfavorably against larger competitors like SpaceX.
  • Firefly's Challenges: Firefly, valued at $3.7 billion, has revenue just under $160 million but reported losses exceeding $334 million last year, with negative free cash flow of $238 million, raising concerns about its business sustainability, especially with the impending SpaceX IPO.
  • Intensifying Market Competition: Analysts estimate SpaceX could generate $16 billion in annual revenue and $3 billion in profit, suggesting that its IPO will attract significant investor interest, potentially putting downward pressure on York and Firefly as investors may prefer to invest in SpaceX over smaller space companies.
Fool
8.5
03-30Fool
NASA Plans 30 Lunar Missions Over Three Years
  • Successful Landing: On February 22, 2024, Intuitive Machines achieved the first uncrewed lunar landing in 50 years, despite the lander tipping over, marking a significant milestone in commercial space exploration and attracting investor interest.
  • NASA's New Initiative: NASA plans to conduct 30 lunar missions starting in 2027, aiming for monthly launches to supply a future lunar base and conduct scientific experiments, demonstrating strong support for commercial space endeavors.
  • Beneficiary Companies: Companies like Intuitive Machines, Firefly Aerospace, and Astrobotic are included in NASA's Commercial Lunar Payload Services program, positioning them to benefit significantly, especially in the development and operation of small lunar landers.
  • Long-term Strategic Framework: NASA's plan unfolds in three phases, beginning with the Artemis II mission, followed by establishing a semi-permanent lunar base in 2029, and achieving crew presence by 2032, providing long-term commercial opportunities for involved companies.
NASDAQ.COM
8.5
03-30NASDAQ.COM
NASA Plans Monthly Moon Missions Starting 2027
  • Moon Base Construction Plan: NASA plans to launch lunar missions monthly starting in 2027, aiming for 30 landings over three years to establish a semi-permanent Moon base by 2029, showcasing its long-term strategic vision in space exploration.
  • Commercial Contract Opportunities: NASA's Commercial Lunar Payload Services (CPLS) program will provide contract opportunities for at least six space companies, including Intuitive Machines and Firefly Aerospace, which could yield significant commercial benefits for these firms in upcoming lunar missions.
  • Investment Potential Emerges: With NASA's lunar mission plan expected to cost $10 billion, investors should pay attention to companies involved, such as Lockheed Martin and Astrobotic, which may benefit from this initiative and drive their stock prices higher.
  • Technological Development Trends: NASA's plan is divided into three phases, with Phase 1 initiating the Artemis II crewed mission, followed by larger-scale lunar infrastructure development, indicating that future space exploration will increasingly rely on larger crewed vehicles, potentially reshaping the market landscape.
seekingalpha
8.5
03-28seekingalpha
SpaceX IPO Sparks Investor Interest in Space Stocks
  • Rocket Lab's Appeal: Oakoff Investments identifies Rocket Lab (RKLB) as the most attractive space stock, anticipating a bullish catalyst from the Neutron launch targeted for Q4 2026, which could attract institutional investors and enhance its market position.
  • Valuation Comparison: While SpaceX is projected to reach $50 billion in sales by FY2028, RKLB trades at 25x sales, suggesting a potential 40% upside if the market engages in a catch-up trade, highlighting its relative stability as an investment.
  • Firefly Aerospace's Potential: Michael Del Monte emphasizes Firefly Aerospace (FLY)'s significant traction in the space and defense markets, particularly in missile detection and upcoming lunar development projects, showcasing strong market opportunities.
  • Impact of Future Contracts: Despite FLY's current trading premium, operations are expected to normalize as contracts convert into revenue, creating a more solidified growth narrative that could attract further investor interest.
Wall Street analysts forecast FLY stock price to rise
7 Analyst Rating
Wall Street analysts forecast FLY stock price to rise
4 Buy
3 Hold
0 Sell
Moderate Buy
Current: 0.000
sliders
Low
27.00
Averages
34.83
High
65.00
Current: 0.000
sliders
Low
27.00
Averages
34.83
High
65.00
Cantor Fitzgerald
Overweight
downgrade
$65 -> $35
AI Analysis
2026-03-26
Reason
Cantor Fitzgerald
Price Target
$65 -> $35
AI Analysis
2026-03-26
downgrade
Overweight
Reason
Cantor Fitzgerald lowered the firm's price target on FireFly Aerospace to $35 from $65 and keeps an Overweight rating on the shares. The firm's outlook is supported by a materially improved NASA spending environment, resilient intelligence-sector tailwinds, and an improving launch cadence, with Alpha's remaining 2026 launches likely to boost sentiment, the analyst tells investors in a research note. The company is positioned to benefit from growth, free cash flow, and multi-year valuation expansion, despite potential near-term volatility in risk assets, Cantor adds.
Jefferies
Buy
downgrade
$50 -> $40
2026-03-22
Reason
Jefferies
Price Target
$50 -> $40
2026-03-22
downgrade
Buy
Reason
Jefferies lowered the firm's price target on FireFly Aerospace to $40 from $50 and keeps a Buy rating on the shares. The company's 2026 revenue guidance factors in another three Alpha launches this year after the successful Flight 7 mission on March 11, the analyst tells investors in a research note. The firm says FireFly's balance sheet is funding its growth in spending.
Unlock Full Analyst Thesis, Get the complete breakdown of rating reason for FLY
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Valuation Metrics

The current forward P/E ratio for Firefly Aerospace Inc (FLY.O) is -21.55, compared to its 5-year average forward P/E of -26.09. For a more detailed relative valuation and DCF analysis to assess Firefly Aerospace Inc's fair value, Click here.

Forward PE

The forward P/E ratio is a valuation metric that divides a company's current stock price by its estimated future earnings per share over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
N/A
5Y Average PE
-26.09
Current PE
-21.55
Overvalued PE
-17.40
Undervalued PE
-34.77

Forward EV/EBITDA

The forward EV/EBITDA ratio is a valuation metric that divides a company's enterprise value (EV) by its estimated future earnings before interest, taxes, depreciation, and amortization (EBITDA) over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
N/A
5Y Average EV/EBITDA
-29.93
Current EV/EBITDA
-17.31
Overvalued EV/EBITDA
-15.38
Undervalued EV/EBITDA
-44.48

Forward PS

The forward P/S ratio is a valuation metric that divides a company's current stock price by its estimated future sales (or revenue) per share over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average PS
19.43
Current PS
12.16
Overvalued PS
31.99
Undervalued PS
6.87

Financials

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Whales Holding FLY

M
Mitsui & Co., Ltd.
Holding
FLY
+11.22%
3M Return
A
AE Industrial Partners, LP
Holding
FLY
+5.92%
3M Return
P
Phoenix Investments & Finances Ltd
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FLY
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3M Return

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Frequently Asked Questions

What is Firefly Aerospace Inc (FLY) stock price today?

The current price of FLY is 28.47 USD — it has increased 20.53

What is Firefly Aerospace Inc (FLY)'s business?

Firefly Aerospace Inc. is a space and defense technology company. The Company provides comprehensive mission solutions to national security, government, and commercial customers. It has designed, developed, and deployed its vehicles and dynamic spacecraft solutions to support critical customer missions across the space domain. It has a differentiated and scalable platform of Launch and Spacecraft Solutions with flight heritage. Within Launch, it has two offerings built on common technologies: Alpha and Eclipse. Alpha is a United States-based orbital rocket in the 1,000 kilograms class to successfully reach orbit, with four launches completed. Eclipse, a reusable and scaled up version of Alpha. Its Spacecraft Solutions include Blue Ghost lander (Blue Ghost) and Elytra offerings, highlight the heritage of common technologies from its launch vehicles. Blue Ghost Lander and Elytra are highly maneuverable spacecraft enabled by high-performance rocket engine technology.

What is the price predicton of FLY Stock?

Wall Street analysts forecast FLY stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for FLY is34.83 USD with a low forecast of 27.00 USD and a high forecast of 65.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.

What is Firefly Aerospace Inc (FLY)'s revenue for the last quarter?

Firefly Aerospace Inc revenue for the last quarter amounts to 57.67M USD, increased 538.40

What is Firefly Aerospace Inc (FLY)'s earnings per share (EPS) for the last quarter?

Firefly Aerospace Inc. EPS for the last quarter amounts to -0.20 USD, decreased -72.22

How many employees does Firefly Aerospace Inc (FLY). have?

Firefly Aerospace Inc (FLY) has 1409 emplpoyees as of April 01 2026.

What is Firefly Aerospace Inc (FLY) market cap?

Today FLY has the market capitalization of 4.55B USD.