Firefly Aerospace, Inc. (NASDAQ:FLY) Receives Average Recommendation of "Moderate Buy" from Brokerages

Key Points

• Moderate Buy consensus from 10 analysts with an average 12‑month price target of $38.88, reflecting a split of 1 sell, 3 holds, 5 buys and 1 strong buy.
• Firefly beat Q4 estimates (EPS ($0.38) vs. consensus ($0.48)) and reported revenue of $57.7M, and management raised 2026 revenue guidance to $420M–$450M, backed by operational wins like the Blue Ghost lunar success.
• However, the company remains unprofitable with negative margins, cash burn and a high forward valuation, prompting mixed analyst views and at least one critical sell rating.

Firefly Aerospace, Inc. (NASDAQ:FLY - Get Free Report) has received an average rating of "Moderate Buy" from the ten research firms that are covering the firm, MarketBeat reports. One research analyst has rated the stock with a sell recommendation, three have assigned a hold recommendation, five have assigned a buy recommendation and one has given a strong buy recommendation to the company. The average 12 month price target among brokers that have covered the stock in the last year is $38.8750.

Several brokerages recently issued reports on FLY. UBS Group set a $33.00 price objective on shares of Firefly Aerospace in a report on Thursday, March 12th. KeyCorp began coverage on shares of Firefly Aerospace in a research report on Thursday, December 18th. They set a "sector weight" rating for the company. The Goldman Sachs Group boosted their price target on shares of Firefly Aerospace from $29.00 to $32.00 and gave the company a "neutral" rating in a research note on Tuesday, January 20th. Weiss Ratings reaffirmed a "sell (d-)" rating on shares of Firefly Aerospace in a research report on Monday, December 29th. Finally, JPMorgan Chase & Co. dropped their target price on shares of Firefly Aerospace from $55.00 to $28.00 and set an "overweight" rating for the company in a report on Tuesday, November 25th.

Firefly Aerospace Trading Up 1.1%

Shares of Firefly Aerospace stock opened at $23.22 on Friday. The stock has a 50 day moving average of $23.97 and a 200 day moving average of $26.33. The company has a debt-to-equity ratio of 0.03, a quick ratio of 6.20 and a current ratio of 6.20. The firm has a market capitalization of $3.70 billion and a price-to-earnings ratio of -2.53. Firefly Aerospace has a fifty-two week low of $16.00 and a fifty-two week high of $73.80.

Firefly Aerospace (NASDAQ:FLY - Get Free Report) last posted its earnings results on Thursday, March 19th. The company reported ($0.38) EPS for the quarter, beating analysts' consensus estimates of ($0.48) by $0.10. The business had revenue of $57.67 million during the quarter. The company's quarterly revenue was up 541.1% on a year-over-year basis.

Trending Headlines about Firefly Aerospace

Here are the key news stories impacting Firefly Aerospace this week:

• Positive Sentiment: Q4 beat and revenue surge — Firefly reported ($0.38) EPS vs. consensus ($0.48) and Q4 revenue of $57.7M (up 163% YoY; annual revenue up 163%), beating sales expectations and highlighting rapid top‑line growth. Strong results and management commentary likely supported the post‑earnings rally. Earnings Press Release
• Positive Sentiment: 2026 revenue guidance raised — management outlined a $420M–$450M revenue target for 2026 as it scales lunar (Blue Ghost) and defense programs, giving investors a clear growth runway and helping justify recent re‑rating. Guidance Article
• Positive Sentiment: Operational & reputation wins — the Blue Ghost lunar lander (Mission 1) won the 2025 Collier Trophy and Alpha successfully returned to flight, strengthening the company’s technical credibility and boosting investor confidence in future contract wins. Collier Trophy
• Neutral Sentiment: Market coverage and trading flow — multiple outlets (CNBC, MarketWatch, Investing.com) highlighted the earnings beat and outlook; trading volume spiked well above average, amplifying price moves but potentially increasing short‑term volatility. CNBC Coverage
• Neutral Sentiment: Company materials available — full earnings call transcript and slide deck are posted for investors to review operational details and backlog commentary. Useful for due diligence but not immediate catalysts by themselves. Earnings Call Transcript
• Neutral Sentiment: Short‑interest data ambiguous — a March short‑interest entry shows 0 shares (no change), an odd data point that provides no clear signal on short positioning; treat with caution until corrected data is posted. (source: internal short‑interest entry)
• Negative Sentiment: Valuation, losses and execution risk flagged by analysts — at least one note (Seeking Alpha) reiterates concerns: no profits, high forward EV/sales (~5.97x), negative margins, rising operating expenses and cash burn, plus dilution/CapEx risk. These fundamentals-driven concerns could limit upside and increase sensitivity to execution missteps. Critical Analysis

Hedge Funds Weigh In On Firefly Aerospace

A number of hedge funds and other institutional investors have recently bought and sold shares of the company. BNP Paribas Financial Markets acquired a new position in Firefly Aerospace in the 3rd quarter valued at about $26,000. CIBC Private Wealth Group LLC acquired a new stake in shares of Firefly Aerospace during the third quarter worth about $26,000. California State Teachers Retirement System purchased a new position in shares of Firefly Aerospace in the fourth quarter valued at approximately $30,000. Russell Investments Group Ltd. acquired a new position in shares of Firefly Aerospace in the fourth quarter valued at approximately $38,000. Finally, NBC Securities Inc. purchased a new stake in Firefly Aerospace during the 4th quarter worth approximately $38,000.

About Firefly Aerospace

Firefly Aerospace NASDAQ: FLY is a U.S.-based aerospace company that designs, manufactures and operates launch vehicles and in-space systems for commercial, civil and national security customers. The company focuses on providing end-to-end small- and medium-lift launch services, mission integration and spacecraft hardware to support satellite deployment and on-orbit operations.

Firefly's product portfolio includes the Alpha small launch vehicle, developed to carry small satellites to low Earth orbit, and plans for larger vehicles and in-space capabilities to address a range of payload sizes and mission profiles.

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