Held · Bookmarked
0 · 0
portfolios · users
Avg position size
—
of holders' portfolios
13F filers
1
institution
Market cap
$4.2B
164M shares
52-week range
$16.00 – $73.80
23% from low
Sector
GUIDED MISSILES & SPACE VEHICLES & PARTS
Exchange
NASDAQ
CS
Borrow rate
0.38%
Easy to borrow
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| 2023 | 2024 | 2025 | |
|---|---|---|---|
| Revenue | $55.2M | $60.8M | $159.9M |
| Cost of revenue | $28.6M | $72.2M | $135.0M |
| Gross profit | $26.6M | −$11.4M | $24.9M |
| Gross margin | 48.2% | -18.7% | 15.6% |
| R&D | $117.9M | $149.5M | $200.1M |
| Operating income | −$131.9M | −$209.5M | −$246.6M |
| EBITDA | −$126.8M | −$198.2M | −$289.4M |
| Net income | −$135.5M | −$231.1M | −$298.3M |
| Net margin | -245.2% | -380.2% | -186.6% |
| EPS (diluted) | -1.09 | -1.85 | -2.21 |
Annual figures · source: Financial Modeling Prep
| Year | Est. revenue | Est. EPS | EPS range | # Analysts |
|---|---|---|---|---|
| 2026 | $440M | $-1.96 | $-2.43–$-1.62 | 5 |
| 2027 | $711M | $-1.29 | $-1.59–$-1.05 | 5 |
| 2028 | $1.1B | $-0.52 | $-0.72–$-0.38 | 4 |
| 2029 | $1.7B | $0.50 | $0.45–$0.54 | 2 |
Forward consensus · source: Financial Modeling Prep
Firefly Aerospace Inc is a space and defense technology company with an established track record of success providing comprehensive mission solutions to national security, government, and commercial customers. The company develops and provides space and defense technologies, including launch vehicles and spacecraft systems, supporting launch, transit, and in-orbit operations for government, commercial, and national security customers. It has only one operating segment. The majority of the company's revenue is derived from Spacecraft Solutions.
www.fireflyspace.comNo one on the platform currently holds FLY.
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2026-03-31 | 329,300 | $9.4M |
No one on the platform has traded FLY yet.
| $3.3B |
| — |
| MYRGMYR Group Inc. | $501.13 | +4.85% | $7.8B | — |
| PLPlanet Labs PBC | $31.28 | +15.55% | $10.4B | — |
Source: Financial Modeling Prep · peers by sector/industry
$FLY $LUNR $RDW $SPCX NOPE 👎 SORRY; WE WERE UP 16.75 % incl A/H
View on StockTwits ↗$FLY vs $RKLB both are great. FLY is a multi-bagger
View on StockTwits ↗$ASTS $RKLB $FLY $RDW let go along $SIDU and 🚀 to the moon this week!
View on StockTwits ↗$FLY the rotation started last week! this week is for flying
View on StockTwits ↗Space stocks had a massive day across the board.(2) $FLY +14% - sharp upside move, momentum traders stepping in fast $LUNR +7% - steady continuation, still grinding higher on consistent interest $RDW +7% - quiet accumulation phase starting to show on price action $SPCX +7% - broader sector exposure catching passive + thematic flows When multiple names in the same sector move together like this, it usually signals more than just single-stock news - it’s liquidity rotating into the entire basket. Are you going to miss this move again?
View on StockTwits ↗Space sector just went FULL RISK-ON today. Momentum explosion across the board as retail + institutions chase beta higher. $ASTS +21% leading the pack, absolute monster move. $RKLB +17% strong continuation breakout. $PL +17% (PLTR? but ticker PL maybe Planet Labs). ok. $BKSY +15% satellite data strength. $FLY +14% flying. This isn’t isolated-this is a full thematic bid rotation into space infrastructure. Shorts getting squeezed, momentum chasing only. Watching for follow-through tomorrow. If volume sticks, trend just started, not ending. If you’re not following with notifications on, you’re likely seeing the move after it already happened.
View on StockTwits ↗SPACE STOCKS HAD A MASSIVE DAY • $FLY +14% • $LUNR +7% • $RDW +7% • $SPCX +7% Space stocks just had a massive day! 🚀 Following the liquidity drain triggered by the SpaceX ($SPCX) IPO earlier this month and the subsequent corrections, the sector is staging a powerful relief rally. Firefly ($FLY) led the charge with a +14% surge, while $LUNR and $RDW both bounced back strong at +7%. This broad-based rally proves that despite recent liquidity pressures, long-term conviction in lunar infrastructure and commercial launch remains intact. The recent oversold conditions have opened up excellent valuation gaps for companies with solid fundamentals (like NASA CLPS contracts). Are we on the verge of a massive second wave for space tech? Which ticker dominates your core portfolio right now—are you buying this dip or taking profits? Let me know below!
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.