FLY Share Price Performance
US$23.73
-36.62 (-60.68%)
35.9% undervalued intrinsic discount
US$37.00
Fair Value
Price US$23.73
AnalystConsensusTarget US$37.00
robokid1134 US$432.79
AnalystLowTarget US$27.00
Fair ValueUS$37.00
Share Pricen/a
Firefly Aerospace Inc. Stock Price
- 4 Narratives written by author
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- 60 Fair Values set on narratives written by author
FLY Community Narratives
AN
Fair Value US$37 35.9% undervalued intrinsic discount
National Security Space And Lunar Missions Will Support This Bullish Long Term Thesis
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RO
Fair Value US$432.79 94.5% 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 US$27 12.1% undervalued intrinsic discount
Golden Dome Reliance And Launch Setbacks May Challenge Margins Yet Long-Term Prospects Remain Intact
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4users have followed this narrative
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
116
users have viewed this narrative2users have liked this narrative
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RO
US$432.79
94.5% 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
Catalysts About Firefly Aerospace Firefly Aerospace is a space and defense company that provides rockets, lunar landers, spacecraft and mission software for national security, exploration and commercial customers. What are the underlying business or industry changes driving this perspective?Read more
96
users have viewed this narrative0users have liked this narrative
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AN
US$37
35.9% undervalued intrinsic discount
Fair Value
Profit Margin
15.53%
Future PE
49.07x
Price in 2029
US$46.07
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
55
users have viewed this narrative1users have liked this narrative
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1users have followed this narrative
AN
US$64.21
63.0% undervalued intrinsic discount
Fair Value
Profit Margin
7.29%
Future PE
153.32x
Price in 2028
US$79.98
Golden Dome Reliance And Launch Setbacks May Challenge Margins Yet Long-Term Prospects Remain Intact
Catalysts About Firefly Aerospace Firefly Aerospace develops and operates launch vehicles, spacecraft and defense software to support national security, lunar exploration and commercial space missions. What are the underlying business or industry changes driving this perspective?Read more
79
users have viewed this narrative2users have liked this narrative
0users have commented on this narrative
4users have followed this narrative
AN
US$27
12.1% undervalued intrinsic discount
Fair Value
Profit Margin
3.57%
Future PE
188.01x
Price in 2028
US$33.58
Trending Discussion
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 94.5% undervalued intrinsic discount
1 followerusers have followed this narrative
0 commentsusers have commented on this narrative
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AN
National Security Space And Lunar Missions Will Support This Bullish Long Term Thesis
Fair Value: US$37 35.9% undervalued intrinsic discount
10 followersusers have followed this narrative
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
National Security Space Demand Will Drive Major Long Term Upside Potential
Fair Value: US$64.21 63.0% undervalued intrinsic discount
1 followerusers have followed this narrative
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
Snowflake Analysis
Firefly Aerospace Inc. Key Details
Last Reported Earnings
Dec 31, 2025
Next Reporting Earnings
n/a
- -2.09
- 19.18%
- -208.92%
- 24.2%
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. 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 Cedar Park, Texas.
