FLY Share Price Performance
US$26.77
-22.56 (-45.73%)
41.6% undervalued intrinsic discount
US$45.80
Fair Value
Price US$26.77
AnalystConsensusTarget US$45.80
robokid1134 US$432.79
AnalystLowTarget US$25.00
Fair ValueUS$45.80
Share Pricen/a
Firefly Aerospace Inc. Stock Price
- 4 Narratives written by author
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- 114 Fair Values set on narratives written by author
FLY Community Narratives
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Fair Value
·Fair Value US$45.8 41.6% undervalued intrinsic discount
National Security Space And Lunar Missions Will Support This Bullish Long Term Thesis
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RO
Fair Value
·Fair Value US$432.79 93.8% undervalued intrinsic discount
Firefly is a high-risk, high-reward play. The company’s got huge potential with NASA and defense contracts, but it’s still burning cash
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AN
Fair Value
·Fair Value US$25 7.1% overvalued intrinsic discount
Golden Dome Reliance And Launch Setbacks May Challenge Margins Yet Long-Term Prospects Remain Intact
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Firefly is a high-risk, high-reward play. The company’s got huge potential with NASA and defense contracts, but it’s still burning cash
Where do you think revenue will be in 5 years, and why? I think Firefly’s revenue could reach around $4–5 billion within five years.Read more
RO
US$432.79
93.8% undervalued intrinsic discount
Fair Value
Profit Margin
8.78%
Future PE
35x
Price in 2035
US$1.07k
National Security Space And Lunar Missions Will Support This Bullish Long Term Thesis
Firefly Aerospace is trying to ride two big waves at once: a bigger push for U.S. defense in space and a renewed return to the Moon through NASA missions. The upside is real if it can prove its rockets and spacecraft are reliable and turn its growing government work into steady results, but setbacks and continued losses could slow the story.Read more
AN
US$45.8
41.6% undervalued intrinsic discount
Fair Value
Profit Margin
9.31%
Future PE
99.45x
Price in 2029
US$57.59
Golden Dome Reliance And Launch Setbacks May Challenge Margins Yet Long-Term Prospects Remain Intact
Firefly Aerospace sits at the crossroads of defense and space, but big government programs and tricky lunar missions can turn into delays that squeeze profits. See why the upside still looks real—and what has to go right for launches, new products, and acquisitions to translate into steadier results.Read more
AN
US$25
7.1% overvalued intrinsic discount
Fair Value
Profit Margin
9.06%
Future PE
61.22x
Price in 2029
US$31.24
National Security Space Demand Will Drive Major Long Term Upside Potential
Catalysts About Firefly Aerospace Firefly Aerospace is a space and defense company providing integrated launch, spacecraft and AI-enabled software solutions for critical national security and lunar missions. What are the underlying business or industry changes driving this perspective?Read more
AN
US$64.21
58.3% undervalued intrinsic discount
Fair Value
Profit Margin
7.29%
Future PE
153.32x
Price in 2028
US$79.98
Trending Discussion
No trending discussion available.
Recently Updated Narratives
RO
Firefly is a high-risk, high-reward play. The company’s got huge potential with NASA and defense contracts, but it’s still burning cash
Fair Value: US$432.79 93.8% undervalued intrinsic discount
25 fair values setusers have set this as their fair value
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FLY: New NASA Contracts And Campus Expansion Will Drive Long-Term Upside
Fair Value: US$45.8 41.6% undervalued intrinsic discount
28 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
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FLY: Space Force And Lunar Missions Will Drive Future Upside
Fair Value: US$25 7.1% overvalued intrinsic discount
5 fair values setusers have set this as their fair value
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Snowflake Analysis
Firefly Aerospace Inc. Key Details
Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
- -2.21
- 22.92%
- -129.06%
- 2.2%
About FLY
- Founded
- 2017
- Employees
- 1414
- CEO
- WebsiteView website
Firefly Aerospace Inc. operates as a space and defense technology company and provides mission solutions for national security, government, and commercial customers in United States. The company offers integrated launch and space services technology that is committed to enabling launch, transit, and operations in space. It also provides Launch solutions, such as Alpha, a responsive launch services; and Eclipse, a medium-lift launch vehicles. In addition, the company offers spacecraft solutions platforms, including Blue Ghost, a lunar delivery and operation service; and Elytra, which provides space maneuverability and servicing. Further, it provides software and sensor solutions; national security software and big data processing capabilities; and responsive space services, as well as Ocula, a lunar imaging service. Firefly Aerospace Inc. was incorporated in 2017 and is headquartered in Leander, Texas.
