Firefly Aerospace Inc.

Firefly Aerospace Inc.

FLYยทNASDAQ

$39.78

-2.0%
IndustrialsAerospace & Defense

Firefly Aerospace Inc. operates as a space and defense technology company and provides mission solutions for national security, government, and commercial customers. It offers integrated launch and space services technology that is committed to enabling launch, transit, and operations in space. The company also provides Alpha, a responsive small launch service; Eclipse, a medium-lift launch vehicle; Blue Ghost, a lunar delivery and operation service; Elytra, which offers space maneuverability and servicing; and Ocula, a lunar imaging service. The company was incorporated in 2017 and is headquartered in Cedar Park, Texas.

At a Glance

Live Snapshot
Market Cap$6.37B
EPS-4.8300
P/E Ratio-8.24
Earnings Date06/03/2026
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Firefly Aerospace Inc. Street Expectations Map

FLY ยท NASDAQ

Wall Street analysts project that FLY stock may experience modest gains over the coming 12 months. The consensus 1-year price target stands at 41.50, with estimates ranging from a low of 32.00 to a high of 60.00.

Lowest Target
32.00
-19.56%
Consensus Target
41.50
4.32%
Highest Target
60.00
50.83%

The consensus 1-year price target stands at 41.50, with estimates ranging from a low of 32.00 to a high of 60.00.

Analyst Consensus Analysis

Upside Potential

+4.3%

Fair value territory. Stock trading near consensus target suggests limited near-term catalysts. Focus on fundamental developments.

Analyst Agreement

67.5% spread

High uncertainty. Very wide target spread indicates significant disagreement among analystsโ€”major valuation uncertainty or transformation underway.

Risk-Reward Profile

2.60x

Favorable risk-reward. Potential upside significantly exceeds downside risk, offering asymmetric return profile attractive for risk-tolerant investors.

Analyst Conviction

Low

High uncertainty: Wide dispersion indicates analysts struggle to agree on valuationโ€”proceed with caution and independent analysis.

Market Sentiment Insight

Monitor and evaluate: Current analyst consensus suggests limited conviction or near-term catalysts. Stay informed on company developments and reassess positioning as new information emerges.

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Firefly Aerospace Inc. Forward Estimates of Revenue

FLY ยท NASDAQ
Latest Revenue
159.85M
FY 2025
Avg Estimate
441.68M
FY 2026
Estimate Range
414.68M - 454.03M
Analyst Spread

Forward Growth Analysis

Projected Growth+176.3%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage6 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread9%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Firefly Aerospace Inc. Forward Estimates of Net Income

FLY ยท NASDAQ
Latest Net Income
-298.34M
FY 2025
Avg Estimate
-124.36M
FY 2026
Estimate Range
-290.17M - -117.79M
Analyst Spread

Forward Growth Analysis

Projected Growth+58.3%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage6 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread139%

Wide estimate range reveals significant forecast uncertainty and potential volatility.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

Key Insight

High forecast uncertainty: Wide estimate range indicates analysts struggling to predict outcomesโ€”suggests elevated risk and potential volatility.

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Firefly Aerospace Inc. Forward Estimates of EPS

FLY ยท NASDAQ
Latest EPS
-4.83
FY 2025
Avg Estimate
$-1.94
FY 2026
Estimate Range
$-2.62 - $-1.03
Analyst Spread

Forward Growth Analysis

Projected Growth+59.9%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage4 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread82%

Wide estimate range reveals significant forecast uncertainty and potential volatility.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

Key Insight

Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.

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Firefly Aerospace Inc. Forward Estimates of EBIT

FLY ยท NASDAQ
Latest EBIT
-246.58M
FY 2025
Avg Estimate
-437.13M
FY 2026
Estimate Range
-443.10M - -432.08M
Analyst Spread

Forward Growth Analysis

Projected Growth-77.3%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage7 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread3%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

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Firefly Aerospace Inc. Forward Estimates of EBITDA

FLY ยท NASDAQ
Latest EBITDA
-222.03M
FY 2025
Avg Estimate
-441.68M
FY 2026
Estimate Range
-454.03M - -414.68M
Analyst Spread

Forward Growth Analysis

Projected Growth-98.9%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage6 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread9%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

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Firefly Aerospace Inc. Forward Estimates of SG&A Expense

FLY ยท NASDAQ
Latest SG&A Expense
91.25M
FY 2025
Avg Estimate
332.53M
FY 2026
Estimate Range
312.20M - 341.83M
Analyst Spread

Forward Growth Analysis

Projected Growth+264.4%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage6 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread9%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Firefly Aerospace Inc. Insider Positioning

FLY ยท NASDAQ

During the last 12 months, insiders have sold $339K worth of FLY shares, with no buying activity reported.

3 Months

Bought

0

0.00

Sold

7.5K

339.49K

Net Activity

-339K

-$339K

3-6 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

6-9 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

9-12 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

Top Buyers

No buying activity

Top Sellers

1
WDL

Wheeler David Leigh

Officer: General Counsel

7.5K sharesโ€ข2 transactions

$339K

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $339K net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.00:1

Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.

Recent Trend (3 Months)

$339K

Heavy recent selling activity. Recent insider sales notably exceed purchasesโ€”may warrant investigation into company developments.

Insider Participation

High Selling

1 insider sellers vs. 0 buyers. Widespread selling across multiple insiders may signal concerns.

Insider Activity Insight

Persistent selling pressure: Consistent insider selling with weak buy/sell ratio suggests insiders may be capitalizing on current valuation. Exercise caution and review recent earnings quality and management commentary.