Held by
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portfolios on TandT
Bookmarked by
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Avg position size
β
of holders' portfolios
13F filers
1
institution
Market cap
$4.4B
167M shares
52-week range
$16.00 β $62.17
24% from low
Sector
GUIDED MISSILES & SPACE VEHICLES & PARTS
Exchange
NASDAQ
CS
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.
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.
$FLY the bigger signal is this is validating an entire space sub sector Jason Kim has been alluding to, Elytra is going to have a great future and Firefly are going to be at the forefront of this sub sector
View on StockTwits β$FLY New Contracts Awarded to Firefly Aerospace!!
View on StockTwits β$FLY such low volume. No one seems to care for this lol. Trades like a penny stock
View on StockTwits β$PLUG $FLY $HURA Lets have a strong finish to the year!
View on StockTwits βPut ticker JUNS onto your watchlist right now! JUNS has only 770k shares outstanding and only 480k shares public float. Look at what SDOT / YXT / DFNS / AKAN did on similar share numbers recently! JUNS has a similar move coming - Added a big position for a squeeze. $FLY Make it rain
View on StockTwits β$FLY https://fireflyspace.com/news/firefly-aerospace-awarded-contract-to-design-elytra-deorbit-system-for-defense-innovation-unit/
View on StockTwits βanyone know value of $FLY new DOD contract? https://www.marketwatch.com/story/firefly-aerospace-gets-dod-contract-to-aid-space-debris-removal-e8b0b73f?mod=mw_quote_news
View on StockTwits β$FLY I increasingly think Elytra could be Fireflyβs hidden ace that almost nobody is talking about. π Everyone focuses on Alpha, Eclipse and Blue Ghost, while Elytra is quietly expanding into orbital transport, responsive defense/SDA, lunar delivery, imaging/AI and now deorbit services. This could become a serious standalone business. π°οΈπ₯ $RKLB $LUNR $RDW $VOYG
View on StockTwits β$FLY Contracts just keep on comin. Reraaaaaaaaateeeeeeeeeeee.
View on StockTwits β$FLY ππ https://www.stocktitan.net/news/FLY/firefly-aerospace-awarded-contract-to-design-elytra-deorbit-system-wxbue5fmj9ib.html
View on StockTwits βRecent $TICKER stream from stocktwits.com β refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2026 | $440M | +185.4% | $-1.99 | $-2.47β$-1.64 | β | 6 |
| 2027 | $696M | +58.0% | $-1.28 | $-1.57β$-1.04 | β | 6 |
| 2028 | $1.1B | +54.5% | $-0.66 | $-1.34β$-0.36 | β | 5 |
| 2029 | $1.4B | +33.9% | $-0.71 | $-0.80β$-0.63 | β | 1 |
Forward consensus Β· growth is YoY vs the prior fiscal-year estimate Β· Fwd P/E at the current price Β· source: Financial Modeling Prep
Beat consensus in 3 of the last 6 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-08-11 | $-0.51 | $-0.42 | +18.1% |
| 2026-05-04 | $-0.50 | $-0.46 | +8.0% |
| 2026-03-19 | $-0.48 | $-0.38 | +20.8% |
| 2025-11-12 | $-0.41 | $-1.50 | -266.5% |
| 2025-09-22 | $-0.42 | $-5.30 | -1161.9% |
| 2025-07-11 | $-0.43 | $-0.47 | -8.3% |
| $2.8B |
| β |
| MYRGMYR Group Inc. | $327.28 | -1.62% | $5.1B | β |
| PLPlanet Labs PBC | $24.75 | +1.02% | $8.2B | β |
Source: Financial Modeling Prep Β· peers by sector/industry