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FLY (Firefly Aerospace Inc.) is a recent IPO.
It began trading on August 7, 2025, giving it less than a year of public history. Many charts and metrics below are sparse or empty until more price, financial, and analyst history accumulates — the affected sections are flagged individually so you can tell limited history from missing data.
CEDAR PARK, Texas, July 15, 2026 (GLOBE NEWSWIRE) -- Firefly Aerospace (Nasdaq: FLY), a market leading space and defense technology company, today announced it will release its second quarter 2026 financial results for the period ended June 30, 2026, on Tuesday, August 11, 2026, after market close. Firefly will hold a conference call the same day at 4:00 p.m.
The trillion-dollar space economy has stopped being a science-fiction talking point.
Firefly Aerospace trades near all-time lows with strong prospects in the rapidly expanding space sector. The space company boasts a $1.3 billion backlog and a 2026 revenue forecast of $420–$450 million, with major NASA Moon Base contracts secured. Firefly recently completed a secondary offering with selling stockholder activity contributing to the more than 50% decline in the stock.
Firefly Aerospace (private) offers a high-risk, high-reward long-duration growth profile, now rated a speculative Buy after a sharp valuation reset. Revenue growth is robust, with government contracts anchoring the pipeline, but persistent cash burn and heavy dilution remain critical concerns. Valuation is demanding, requiring flawless execution: rapid revenue scaling, gross margin expansion, and clear operating leverage are essential for upside.
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.
Jason Kim, CEO of Firefly Aerospace (FLY), explains how the company has become involved with NASA's SkyFall mission that serves as a stepping stone to put humans on Mars. He talks about why this partnership and other contracts serve as strategic moves for Firefly as competitors like SpaceX (SPCX), Rocket Lab (RKLB) and AST Spacemobile (ASTS) make their mark in the space race.
NASA Administrator Jared Isaacman has framed the current moment in stark terms: “We are in a new space race to the lunar surface, and if we fall behind, we may never catch up.
Firefly Aerospace has transitioned from a development-stage startup to a high-growth provider with nearly 135% revenue growth in its latest fiscal year. Rocket Lab USA is significantly expanding its reach through the massive acquisition of Iridium Communications to provide end-to-end space systems.
Full call transcripts — prepared remarks + analyst Q&A — with speaker-by-speaker formatting and one-click switching across every quarter on file.
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Transcripts source: company-published earnings calls. Speaker attribution and formatting are processed in-app.