FLY logo

Firefly Aerospace Inc. Stock Price

NasdaqGM:FLY Community·US$6.5b Market Cap
  • 4 Narratives written by author
  • 0 Comments on narratives written by author
  • 76 Fair Values set on narratives written by author

FLY Share Price Performance

US$40.43
-19.92 (-33.01%)
US$37.00
Fair Value
US$40.43
-19.92 (-33.01%)
9.3% overvalued intrinsic discount
US$37.00
Fair Value
Price US$40.43
AnalystConsensusTarget US$37.00
robokid1134 US$432.79
AnalystHighTarget US$64.21

FLY Community Narratives

·
Fair Value US$37 9.3% overvalued intrinsic discount

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

0users have liked this narrative
0users have commented on this narrative
15users have followed this narrative
Fair Value
·
Fair Value US$432.79 90.7% 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
0users have commented on this narrative
6users have followed this narrative
·
Fair Value US$64.21 37.0% undervalued intrinsic discount

National Security Space Demand Will Drive Major Long Term Upside Potential

1users have liked this narrative
0users have commented on this narrative
3users have followed this narrative
US$432.79
90.7% undervalued intrinsic discount
Fair Value
Profit Margin
8.78%
Future PE
35x
Price in 2035
US$1.07k
US$37
9.3% overvalued intrinsic discount
Profit Margin
15.53%
Future PE
49.07x
Price in 2029
US$46.07
US$64.21
37.0% undervalued intrinsic discount
Profit Margin
7.29%
Future PE
153.32x
Price in 2028
US$79.98
US$27
49.7% overvalued intrinsic discount
Profit Margin
3.57%
Future PE
188.01x
Price in 2028
US$33.58

Trending Discussion

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 90.7% undervalued intrinsic discount
6 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
FLY logo

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

Fair Value: US$37 9.3% overvalued intrinsic discount
15 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
FLY logo

National Security Space Demand Will Drive Major Long Term Upside Potential

Fair Value: US$64.21 37.0% undervalued intrinsic discount
3 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative

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. 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.

Recent FLY News & Updates

Seeking Alpha Apr 24

Firefly Aerospace: Future Looks More Certain Than Before

Summary Firefly Aerospace Inc. is rated Buy, supported by the transformative SciTech acquisition and a pivot to recurring software revenues. FLY delivered 541% YoY and 92% QoQ revenue growth, with Q4 revenue at $57.7 million, driven by SciTech and milestone completions. Backlog reached $1.4 billion, up 23% YoY, with 80% of 2026 revenue guidance ($420–$450 million) already booked. Despite deep unprofitability and a 470% sector premium on forward EV/sales, FLY’s cash position and government contracts underpin the bullish thesis. Read the full article on Seeking Alpha

Recent updates

No updates