Published

13 Jan 26

Updated

11 Aug 26

Views

414

Not Invested

Firefly AerospaceFLY

Fair Value

US$45.8

Share price11 Aug

US$26.5442.1% undervalued

1Y-47.70%

7D16.20%

National Security Space And Lunar Missions Will Support This Bullish Long Term Thesis

AnalystConsensusTarget

Analyst Consensus Target compiles analysts opinions to create narratives on stocks using the Analysts Consensus Price Target, forecasted revenue and earnings figures, as well as the transcripts of earnings calls.

Published

13 Jan 26

Updated

11 Aug 26

Views

414

Not Invested

Shared on 11 Aug 26

Fair value Decreased 5.02%

FLY: New NASA Contracts And Campus Expansion Will Drive Long-Term Upside

Firefly lands new NASA work for Mars and Moon missions, while expanding its Texas campus to build and test more spacecraft and engines. It also raises fresh funding—good for scaling up, but it can also bring new pressure as the market resets what it expects next.

2 views

Shared on 26 Jun 26

Fair value Increased 30%

FLY: MoonFall Contract Will Anchor Future Lunar And Defense Upside

Firefly lands a fresh NASA subcontract to deliver hopping drones to the Moon’s south pole, strengthening its role in upcoming lunar missions. The company also lines up government-backed financing to expand production, even as the stock swings on investor reactions to the funding and broader space-sector sell-offs.

17 views

Fair Value vs Share Price

US$45.8

vs US$26.5442.1% undervalued

87.6%

Revenue growth

9.3%

Profit margin

Recent News & Updates

No updates

Recent updates

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Company analysis

Adequate balance sheet and slightly overvalued.

Market capUS$4.4b

PB4.0x

Estimated Growth30.0%

Dividend YieldN/A

Full analysis

CEO & management

Jason Kim

CEO

2.5yrs

CEO Tenure

Operates as a space and defense technology company and provides mission solutions for national security, government, and commercial customers in United States.