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Firefly Aerospace Inc. Stock Price

NasdaqGM:FLY Community·US$3.6b Market Cap
  • 4 Narratives written by author
  • 0 Comments on narratives written by author
  • 105 Fair Values set on narratives written by author

FLY Share Price Performance

US$21.55
-38.80 (-64.29%)
US$432.79
Fair Value
US$21.55
-38.80 (-64.29%)
95.0% undervalued intrinsic discount
US$432.79
Fair Value
Price US$21.55
robokid1134 US$432.79
AnalystConsensusTarget US$48.22
AnalystHighTarget US$64.21

FLY Community Narratives

Fair Value
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Fair Value US$432.79 95.0% 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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23users have followed this narrative
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Fair Value US$48.22 55.3% undervalued intrinsic discount

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

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22users have followed this narrative
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Fair Value US$64.21 66.4% undervalued intrinsic discount

National Security Space Demand Will Drive Major Long Term Upside Potential

1users have liked this narrative
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4users have followed this narrative
US$432.79
95.0% undervalued intrinsic discount
Fair Value
Profit Margin
8.78%
Future PE
35x
Price in 2035
US$1.07k
US$64.21
66.4% 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 95.0% undervalued intrinsic discount
23 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: NASA Moon And Mars Contracts Will Drive Future Upside

Fair Value: US$35 38.4% undervalued intrinsic discount
4 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: MoonFall Contract Will Anchor Future Lunar And Defense Upside

Fair Value: US$48.22 55.3% undervalued intrinsic discount
22 users have set this as their fair value
0 users have commented on this narrative
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Snowflake Analysis

Excellent balance sheet with limited growth.

2 Risks
2 Rewards

Firefly Aerospace Inc. Key Details

US$184.9m

Revenue

US$139.0m

Cost of Revenue

US$45.9m

Gross Profit

US$404.3m

Other Expenses

-US$358.4m

Earnings

Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
n/a
-2.24
24.83%
-193.83%
2.4%
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

Seeking Alpha Jul 11

Firefly Aerospace: Potential Next Space Winner To Buy

Summary Firefly Aerospace is expanding into an end-to-end space transportation provider, targeting LEO to cislunar missions with launchers, landers, and transfer vehicles. I raise my price target to $51.68, reflecting high-growth prospects, and believe FLY is undervalued; the stock remains a buy despite near-term losses. FLY’s contract momentum is robust, but margin growth hinges on ramping production cadence and disciplined cost management, especially as many contracts currently lack scale. Break-even on operating cash flow is expected by 2028, but execution risk on production ramp-up and aerospace/defense sector valuations remains a key watch item. Read the full article on Seeking Alpha
Narrative Update Jul 10

FLY: NASA Moon And Mars Contracts Will Drive Future Upside

Analysts have raised their price target for Firefly Aerospace to $35.00 from $27.00, citing updates in discount rate assumptions, revised revenue growth expectations, higher projected profit margins, and a lower future P/E estimate as key drivers of the change. What’s in the News for Firefly Aerospace Firefly Aerospace secured a US$144 million NASA Commercial Lunar Payload Services contract to use its Blue Ghost lunar lander for a rapid 2028 Moon mission, delivering three NASA science instruments to the lunar near side.

Recent updates

No updates