Golden Dome Reliance And Launch Setbacks May Challenge Margins Yet Long-Term Prospects Remain Intact

Analyst Low Target compiles bearish analysts opinions to create narratives which represent one standard deviation below the consensus price target, using forecasted revenue and earnings figures, as well as the transcripts of earnings calls.

Published

13 Dec 25

Updated

27 Jul 26

Views

143

Not Invested

Shared on 27 Jul 26

Fair value Decreased 29%

FLY: Space Force And Lunar Missions Will Drive Future Upside

Analysts have revised their fair value estimate for Firefly Aerospace to $25.00 from $35.00, reflecting updated assumptions around the discount rate, revenue growth, profit margin, and future P/E expectations. What’s in the News for Firefly Aerospace Firefly Aerospace is guiding for US$420 million to US$450 million in 2026 revenue backed by U.S. Space Force contracts, and highlighted its role in the Golden Dome space based interceptor program and a US$109 million engineering change proposal under the FORGE Enterprise OPIR Services contract (source: Goldman Sachs space economy coverage).

10 views

Shared on 10 Jul 26

Fair value Increased 30%

FLY: NASA Moon And Mars Contracts Will Drive Future Upside

Firefly lands fresh NASA work for Moon and Mars missions, and also pushes closer to launching its Alpha rocket from Sweden. It’s also bringing key navigation software in-house, which could help its lunar and orbital vehicles handle tougher missions and win more contracts.

5 views

Golden Dome Reliance And Launch Setbacks May Challenge Margins Yet Long-Term Prospects Remain Intact

FLY: Space Force And Lunar Missions Will Drive Future Upside

FLY: NASA Moon And Mars Contracts Will Drive Future Upside

Fair Value vs Share Price

Recent News & Updates

Recent updates

Stay ahead on Firefly Aerospace

Company analysis

CEO & management