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Firefly Aerospace Inc. Stock Price

NasdaqGM:FLY Community·US$3.7b Market Cap
  • 4 Narratives written by author
  • 0 Comments on narratives written by author
  • 121 Fair Values set on narratives written by author

FLY Share Price Performance

US$22.26
-24.77 (-52.67%)
US$41.60
Fair Value
US$22.26
-24.77 (-52.67%)
46.5% undervalued intrinsic discount
US$41.60
Fair Value
Price US$22.26
AnalystConsensusTarget US$41.60
robokid1134 US$432.79
AnalystLowTarget US$25.00

FLY Community Narratives

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Fair Value US$41.6 46.5% undervalued intrinsic discount

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

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Fair Value
·
Fair Value US$432.79 94.9% 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

3users have liked this narrative
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27users have followed this narrative
·
Fair Value US$25 11.0% undervalued intrinsic discount

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

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5users have followed this narrative
US$432.79
94.9% undervalued intrinsic discount
Fair Value
Profit Margin
8.78%
Future PE
35x
Price in 2035
US$1.07k
US$25
11.0% undervalued intrinsic discount
Profit Margin
9.06%
Future PE
61.22x
Price in 2029
US$31.24
US$64.21
65.3% undervalued intrinsic discount
Profit Margin
7.29%
Future PE
153.32x
Price in 2028
US$79.98

Trending Discussion

No trending discussion available.

Updated Narratives

FLY logo

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 94.9% undervalued intrinsic discount
27 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
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FLY: Defense And NASA Contracts Will Drive Long-Term Upside

Fair Value: US$41.6 46.5% undervalued intrinsic discount
29 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
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FLY: Space Force And Lunar Missions Will Drive Future Upside

Fair Value: US$25 11.0% undervalued intrinsic discount
5 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative

Snowflake Analysis

Adequate balance sheet and slightly overvalued.

2 Risks
3 Rewards

Firefly Aerospace Inc. Key Details

US$287.0m

Revenue

US$221.2m

Cost of Revenue

US$65.8m

Gross Profit

US$436.2m

Other Expenses

-US$370.4m

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
-2.21
22.92%
-129.06%
2.2%
View Full Analysis

About FLY

Founded
2017
Employees
1414
CEO
Jason Kim
WebsiteView website
www.fireflyspace.com

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.

Recent FLY News & Updates

Narrative Update Aug 25

FLY: Defense And NASA Contracts Will Drive Long-Term Upside

Analysts have updated their price target for Firefly Aerospace to $41.60 from $45.80 as they adjust assumptions around future revenue growth, profitability, and P/E expectations in their valuation models. What’s in the News for Firefly Aerospace SciTec, a Firefly Aerospace subsidiary, received a US$93.7m firm fixed price contract from the U.S. Space Force to support radar digitization and common architecture development for ground based radar systems, reinforcing Firefly’s role in defense focused space technology.

Recent updates

No updates