Research Analysts Offer Predictions for FLY Q4 Earnings

Firefly Aerospace, Inc. (NASDAQ:FLY) – Stock analysts at Roth Capital cut their Q4 2025 EPS estimates for shares of Firefly Aerospace in a research note issued to investors on Monday, November 24th. Roth Capital analyst S. Desilva now forecasts that the company will post earnings per share of ($0.49) for the quarter, down from their prior forecast of ($0.34). Roth Capital currently has a “Buy” rating on the stock. Roth Capital also issued estimates for Firefly Aerospace’s Q1 2026 earnings at ($0.55) EPS, Q2 2026 earnings at ($0.53) EPS, Q3 2026 earnings at ($0.51) EPS, Q4 2026 earnings at ($0.43) EPS and FY2026 earnings at ($2.02) EPS.

Firefly Aerospace (NASDAQ:FLY) last released its quarterly earnings results on Wednesday, November 12th. The company reported ($0.33) earnings per share for the quarter, beating the consensus estimate of ($0.42) by $0.09. The firm had revenue of $30.78 million for the quarter, compared to the consensus estimate of $28.93 million. Firefly Aerospace’s revenue for the quarter was up 37.5% on a year-over-year basis. Firefly Aerospace has set its FY 2025 guidance at EPS.

Several other equities analysts have also recently weighed in on the stock. Cantor Fitzgerald started coverage on shares of Firefly Aerospace in a research note on Tuesday, September 2nd. They issued an “overweight” rating and a $65.00 price objective on the stock. Zacks Research raised shares of Firefly Aerospace to a “hold” rating in a research report on Thursday, September 4th. Morgan Stanley decreased their target price on shares of Firefly Aerospace from $52.00 to $27.00 and set an “equal weight” rating on the stock in a research note on Monday, November 17th. Weiss Ratings reiterated a “sell (d)” rating on shares of Firefly Aerospace in a research report on Monday. Finally, Jefferies Financial Group upgraded shares of Firefly Aerospace to a “strong-buy” rating in a research report on Tuesday, September 2nd. One research analyst has rated the stock with a Strong Buy rating, four have assigned a Buy rating, three have given a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus target price of $38.43.

Firefly Aerospace Stock Performance

FLY stock opened at $17.43 on Wednesday. The firm has a 50-day moving average price of $26.42. Firefly Aerospace has a fifty-two week low of $16.00 and a fifty-two week high of $73.80.

Institutional Trading of Firefly Aerospace

Several hedge funds have recently bought and sold shares of the stock. AE Industrial Partners LP bought a new stake in shares of Firefly Aerospace in the third quarter worth about $1,063,863,000. Vanguard Group Inc. bought a new stake in Firefly Aerospace in the 3rd quarter worth approximately $53,409,000. Capital World Investors purchased a new stake in shares of Firefly Aerospace during the 3rd quarter worth approximately $35,337,000. JPMorgan Chase & Co. bought a new position in shares of Firefly Aerospace during the 3rd quarter valued at approximately $19,471,000. Finally, WCM Investment Management LLC purchased a new position in shares of Firefly Aerospace in the third quarter valued at $19,386,000.

About Firefly Aerospace

Firefly Aerospace is a market leading space and defense technology company with an established track record of success providing comprehensive mission solutions to national security, government, and commercial customers. Our mission is to enable responsive, regular, and reliable launch, transit, and operations in space for our customers across the globe.