Firefly Aerospace, Inc. (NASDAQ:FLY) Given Consensus Rating of “Moderate Buy” by Brokerages

Shares of Firefly Aerospace, Inc. (NASDAQ:FLY) have been given an average rating of “Moderate Buy” by the ten ratings firms that are currently covering the stock, Marketbeat Ratings reports. One research analyst has rated the stock with a sell rating, three have assigned a hold rating, five have given a buy rating and one has given a strong buy rating to the company. The average 12 month price target among brokers that have covered the stock in the last year is $38.8750.

FLY has been the topic of a number of recent research reports. Morgan Stanley restated a “positive” rating on shares of Firefly Aerospace in a research note on Thursday, March 12th. UBS Group set a $33.00 price target on shares of Firefly Aerospace in a report on Thursday, March 12th. Weiss Ratings reissued a “sell (d-)” rating on shares of Firefly Aerospace in a research report on Monday, December 29th. The Goldman Sachs Group raised their price objective on shares of Firefly Aerospace from $29.00 to $32.00 and gave the company a “neutral” rating in a report on Tuesday, January 20th. Finally, Roth Mkm reiterated a “buy” rating on shares of Firefly Aerospace in a research note on Monday, November 24th.

Key Headlines Impacting 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

Firefly Aerospace Stock Up 1.1%

Shares of NASDAQ FLY opened at $23.22 on Friday. The stock has a market cap of $3.70 billion and a P/E ratio of -2.53. The business’s fifty day simple moving average is $23.97 and its 200-day simple moving average is $26.33. Firefly Aerospace has a 12-month low of $16.00 and a 12-month high of $73.80. The company has a current ratio of 6.20, a quick ratio of 6.20 and a debt-to-equity ratio of 0.03.

Firefly Aerospace (NASDAQ:FLY) last issued its quarterly earnings results on Thursday, March 19th. The company reported ($0.38) earnings per share for the quarter, topping the consensus estimate of ($0.48) by $0.10. The company had revenue of $57.67 million for the quarter. The company’s quarterly revenue was up 541.1% on a year-over-year basis.

Institutional Investors Weigh In On Firefly Aerospace

Several hedge funds and other institutional investors have recently made changes to their positions in the business. AE Industrial Partners LP purchased a new stake in Firefly Aerospace during the third quarter worth approximately $1,063,863,000. Vanguard Group Inc. purchased a new position in Firefly Aerospace in the third quarter valued at approximately $53,409,000. Hudson Bay Capital Management LP purchased a new position in Firefly Aerospace in the third quarter valued at approximately $50,711,000. UBS Group AG raised its holdings in Firefly Aerospace by 233.6% during the fourth quarter. UBS Group AG now owns 1,773,607 shares of the company’s stock worth $39,676,000 after purchasing an additional 1,241,987 shares in the last quarter. Finally, Capital World Investors purchased a new stake in shares of Firefly Aerospace during the 3rd quarter worth approximately $35,337,000.

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.