FLY

Firefly Aerospace Inc.

Nasdaq · Guided Missiles & Space Vehicles & Parts · Inc. DE · CIK 0001860160
$31.87 -19.05% $5.1B
Insider Selling Cluster (2 insiders)15 New Institutional Positions8 Institutional Exits
Vol
Market Cap$5.1B
Cap SizeMid Cap
Analyst ConsensusStrong Buy (71%)
Inst. Holders50 funds
Inst. Value$713.4M
Inst. Activity15 buys / 8 sells
Insider Activity0B / 3S
Insider Net $-$249.9M
Reddit Sentiment57° Neutral
SEC Reports7
Press Releases6
Exchange Nasdaq·Sector Guided Missiles & Space Vehicles & Parts·Inc. DE·CIK 0001860160·Prev Close $39.37

Recent Activity

Jun 12, 2026 short_volume
Short Volume: FLY — 60.5% short (3.8M / 6.3M)
Short: 3,804,502 | Exempt: 177,665 | TRF Vol: 6,288,259 | Short Ratio: 60.5% | Off-exchange volume (
Jun 4, 2026 Insider
McAllister Kevin G was granted 3,630 shares
Director
Jun 4, 2026 Insider
Zurbuchen Thomas Hansueli was granted 3,630 shares
Director
Jun 4, 2026 Insider
Emerson Christopher Plummer IV was granted 3,630 shares
Director
Jun 2, 2026 SEC
Firefly Aerospace priced a follow-on public offering of 12,000,000 shares of common stock at $48.00 per share, with the
8-K — Impact 5/10
May 29, 2026 SEC
The SEC declared Firefly Aerospace's S-1 registration statement (File No. 333-296233) effective on May 28, 2026, clearin
EFFECT — Impact 6/10
May 4, 2026 SEC
Firefly Aerospace reported Q1 2026 revenue of $80.9M, up 40% sequentially and beating $74.9M consensus, while GAAP EPS o
PRESS-RELEASE — Impact 6/10
Inst.
BlackRock, Inc. — ADD
2,037,915 shares ($58.0M)

Price Targets

$48.00 +50.6% upside Strong Buy
Current $31.87 Low $35.00 Median $46.00 High $65.00 8 analysts
$35.00 $65.00

Analyst Ratings

Buy71% buy · 14 analysts
3Strong Buy
7Buy
4Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
May 5, 2026 Morgan Stanley MAINTAIN Equal-Weight → Equal-Weight
Apr 20, 2026 Goldman Sachs MAINTAIN Neutral → Neutral
Apr 17, 2026 Roth Capital MAINTAIN Buy → Buy
Apr 13, 2026 Jefferies MAINTAIN Buy → Buy
Mar 26, 2026 Cantor Fitzgerald MAINTAIN Overweight → Overweight

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $-0.50 ▼ -2.9% $-0.61 — $-0.45 91% YoY 4
Next Q $-0.53 ▼ -14.7% $-0.62 — $-0.42 4% YoY 4
Current FY $-2.08 ▼ -7.0% $-2.49 — $-1.77 36% YoY 3
Next FY $-1.30 ▼ -11.5% $-1.54 — $-1.21 37% YoY 4

Top Institutional Holders

FundValueMove
SUSQUEHANNA INTERNATIONAL GROUP, LLP$70.9M
VANGUARD PORTFOLIO MANAGEMENT LLC$69.1M
VANGUARD CAPITAL MANAGEMENT LLC$66.4M
BlackRock, Inc.$58.0MADD
CITADEL ADVISORS LLC$48.3M

Recent Insider Trades

DateInsiderTypeValue
Jun 4, 2026McAllister KevinA$0.00
Jun 4, 2026Zurbuchen ThomasA$0.00
Jun 4, 2026Emerson ChristopherA$0.00
Jun 4, 2026Konert KirkA$0.00
Jun 4, 2026Lusczakoski JonathanA$0.00

Reddit Sentiment

57°
Neutral
Bearish Neutral Bullish
32 mentions 8 bullish 3 bearish
50 institutional holders with $713.4M total value (25,115,618 shares) as of 2026-Q1. Top holders: SUSQUEHANNA, VANGUARD, VANGUARD. Net buying activity: 15 institutions added/increased vs 8 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1SUSQUEHANNA INTERNATIONAL GROUP, LLP2,491,900$70.9M9.9%
2VANGUARD PORTFOLIO MANAGEMENT LLC2,427,201$69.1M9.7%
3VANGUARD CAPITAL MANAGEMENT LLC2,333,889$66.4M9.3%
4BlackRock, Inc.2,037,915$58.0M8.1%ADD +40.1%
5CITADEL ADVISORS LLC1,696,300$48.3M6.8%
6Capital World Investors1,205,209$34.3M4.8%NEW
7Point72 Asset Management, L.P.961,540$27.4M3.8%NEW
8SUSQUEHANNA INTERNATIONAL GROUP, LLP791,000$22.5M3.2%
9CITADEL ADVISORS LLC790,800$22.5M3.2%
10Temasek Holdings (Private) Ltd663,155$18.9M2.6%TRIM -38.0%
11Phoenix Financial Ltd.660,060$18.8M2.6%ADD +33.8%
12Hudson Bay Capital Management LP659,017$18.8M2.6%TRIM -63.1%
13Invesco Ltd.557,040$15.9M2.2%NEW
14TUDOR INVESTMENT CORP ET AL538,698$15.3M2.1%
15GOLDMAN SACHS GROUP INC496,821$14.1M2.0%
16STATE STREET CORP490,869$14.0M2.0%ADD +25.5%
17Marex Group plc462,208$13.2M1.8%DOUBLED +126.4%
18MORGAN STANLEY430,051$12.2M1.7%DOUBLED +148.1%
19Temasek Holdings (Private) Ltd400,000$11.4M1.6%TRIM -38.0%
20CITIGROUP INC396,000$11.3M1.6%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
BlackRock, Inc.ADD1,454,1282,037,915+40.1%$58.0M2026-Q1
Point72 Asset Management, L.P.NEW961,540$27.4M2026-Q1
Temasek Holdings (Private) LtdTRIM1,069,588663,155-38.0%$18.9M2026-Q1
Hudson Bay Capital Management LPTRIM1,787,904659,017-63.1%$18.8M2026-Q1
STATE STREET CORPADD391,279490,869+25.5%$14.0M2026-Q1
Marex Group plcDOUBLED204,130462,208+126.4%$13.2M2026-Q1
MORGAN STANLEYDOUBLED173,343430,051+148.1%$12.2M2026-Q1
RENAISSANCE TECHNOLOGIES LLCDOUBLED23,500329,300+1301.3%$9.4M2026-Q1
BANK OF AMERICA CORP /DE/ADD191,962299,042+55.8%$8.5M2026-Q1
WCM INVESTMENT MANAGEMENT, LLCTRIM681,341340,730-50.0%$8.0M2026-Q1
VICTORY CAPITAL MANAGEMENT INCDOUBLED9,479278,344+2836.4%$7.9M2026-Q1
FMR LLCTRIM301,597180,198-40.3%$5.1M2026-Q1
Neuberger Berman Group LLCDOUBLED73,010168,577+130.9%$4.8M2026-Q1
CAPITAL FUND MANAGEMENT S.A.ADD91,572130,595+42.6%$3.7M2026-Q1
Alyeska Investment Group, L.P.TRIM211,366109,431-48.2%$3.1M2026-Q1
Nuveen, LLCDOUBLED25,40299,828+293.0%$2.8M2026-Q1
GROUP ONE TRADING LLCTRIM86,20956,044-35.0%$1.6M2026-Q1
MARSHALL WACE, LLPTRIM124,00645,900-63.0%$1.3M2026-Q1
Legal & General Group PlcDOUBLED2,13334,464+1515.8%$980.3K2026-Q1
Rockefeller Capital Management L.P.DOUBLED6,08019,314+217.7%$549.9K2026-Q1
CWM, LLCDOUBLED104,131+41210.0%$117.6K2026-Q1
Allworth Financial LPDOUBLED4002,760+590.0%$78.6K2026-Q1
BALYASNY ASSET MANAGEMENT L.P.EXIT457,2950-100.0%$0.002026-Q1
BlackRock, Inc.ADD999,8081,454,128+45.4%$32.5M2025-Q4
Temasek Holdings (Private) LtdDOUBLED425,7021,069,588+151.3%$23.9M2025-Q4
15 unique insiders with 28 transactions. Net insider value: -$249.9M ($0.00 bought, $249.9M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Jun 4, 2026McAllister Kevin GDirectorAWARD3,630
Jun 4, 2026Zurbuchen Thomas HansueliDirectorAWARD3,630
Jun 4, 2026Emerson Christopher Plummer IVDirectorAWARD3,630
Jun 4, 2026Konert Kirk MichaelDirectorAWARD3,630
Jun 4, 2026Lusczakoski Jonathan DonaldDirectorAWARD3,630
Jun 4, 2026Braden Pamela JoyceDirectorAWARD3,630
Jun 4, 2026Boland Ryan MichaelDirectorAWARD3,630
Jun 1, 2026AEROEQUITY GP, LLC10%+ OwnerSELL5,198,872$48.00$249.5M
May 18, 2026Wheeler David LeighGeneral CounselEXERCISE3,765$2.31$8.7K
May 18, 2026Wheeler David LeighGeneral CounselSELL3,765$45.12$169.9K
Apr 17, 2026Wheeler David LeighGeneral CounselEXERCISE3,766$2.31$8.7K
Apr 17, 2026Wheeler David LeighGeneral CounselSELL3,766$45.04$169.6K
Apr 8, 2026Wu RemingtonChief Accounting OfficerAWARD10,423
Mar 23, 2026Boland Ryan MichaelDirectorJ539,143
Mar 19, 2026Kim JesungChief Executive OfficerAWARD52,836
Mar 10, 2026Ferring Russell SheaChief Technology OfficerAWARD15,756
Mar 10, 2026Wheeler David LeighGeneral CounselAWARD25,044
Mar 10, 2026Sanchez Ramon GilbertChief Operating OfficerAWARD18,493
Mar 10, 2026Ma DarrenChief Financial OfficerAWARD26,629
Feb 25, 2026Braden Pamela JoyceDirectorAWARD3,334
Feb 25, 2026Emerson Christopher Plummer IVDirectorAWARD3,334
Feb 25, 2026Konert Kirk MichaelDirectorAWARD3,334
Feb 25, 2026McAllister Kevin GDirectorAWARD3,334
Feb 25, 2026Lusczakoski Jonathan DonaldDirectorAWARD3,334
Feb 25, 2026Zurbuchen Thomas HansueliDirectorAWARD3,334
Feb 25, 2026Boland Ryan MichaelDirectorAWARD3,334
Feb 25, 2026Weiser Marc AllenDirectorAWARD3,334
Aug 24, 2025Ma DarrenChief Financial OfficerAWARD768
Current analyst consensus: Buy (71% buy). Based on 14 analysts: 3 strong buy, 7 buy, 4 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$48.00 mean target +50.6% upside Strong Buy (1.78)
$35.00 Low $65.00 High
MetricValue
Current Price$31.87
Target Low$35.00
Target Mean$48.00
Target Median$46.00
Target High$65.00
# Analysts8
RecommendationStrong Buy (1.78)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$-0.50 $-0.61 $-0.45 91.2% -2.9% 0↑ 3↓ $0.1B 471.0% 4
Next Q
2026-09-30
$-0.53 $-0.62 $-0.42 3.8% -14.7% 0↑ 3↓ $0.1B 264.8% 4
Current FY
2026-12-31
$-2.08 $-2.49 $-1.77 35.6% -7.0% 0↑ 3↓ $0.4B 175.6% 3
Next FY
2027-12-31
$-1.30 $-1.54 $-1.21 37.3% -11.5% 0↑ 3↓ $0.7B 58.7% 4

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$-0.497
7d ago$-0.460-0.037
30d ago$-0.483-0.014
60d ago$-0.514+0.017
90d ago$-0.290-0.208
6 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 1 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
May 5, 2026 Morgan Stanley MAINTAIN Equal-Weight Equal-Weight
Apr 20, 2026 Goldman Sachs MAINTAIN Neutral Neutral
Apr 17, 2026 Roth Capital MAINTAIN Buy Buy
Apr 13, 2026 Jefferies MAINTAIN Buy Buy
Mar 26, 2026 Cantor Fitzgerald MAINTAIN Overweight Overweight
Jan 20, 2026 Goldman Sachs MAINTAIN Neutral Neutral
Dec 19, 2025 Keybanc INITIATE Sector Weight

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 20263740071%
May 1, 20263640069%
Apr 1, 20262640067%
Mar 1, 20262640067%
Feb 1, 20262640067%
Jan 1, 20262640067%
Strong BuyBuyHoldSellStrong Sell

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

57°
Neutral
Bearish Neutral Bullish
32 mentions 8 bullish 3 bearish 29 time periods

Reddit Sentiment History

DateMentionsSentimentBullishBearishThreads
Jun 13, 2026156° Neutral001
Jun 12, 2026156° Neutral001
Jun 9, 2026144° Neutral001
Jun 9, 2026144° Neutral001
Jun 1, 2026267° Warm202
Jun 1, 2026160° Warm101
May 31, 2026140° Cool011
May 31, 2026160° Warm101
May 31, 2026160° Warm101
May 29, 2026150° Neutral001
May 23, 2026156° Neutral001
May 23, 2026156° Neutral001
May 22, 2026150° Neutral001
May 22, 2026150° Neutral001
May 19, 2026156° Neutral001
May 18, 2026156° Neutral001
May 13, 2026242° Neutral012
May 13, 2026242° Neutral012
May 9, 2026150° Neutral001
May 9, 2026150° Neutral001
May 5, 2026150° Neutral001
May 5, 2026150° Neutral001
Apr 29, 2026150° Neutral001
Apr 29, 2026150° Neutral001
Apr 28, 2026150° Neutral001
Apr 28, 2026150° Neutral001
Apr 16, 2026160° Warm101
Apr 16, 2026160° Warm101
Apr 8, 2026160° Warm101

Recent Reddit Threads

r/wallstreetbets Neutral 11h 21m ago
Space(notX) is the biggest loser today
▲ 1 💬 0 ⚡ 0.5
r/options Neutral 4d 1h ago
SPCX and Effects on Other Space Stonks/Options
▲ 1 💬 0 ⚡ 0.5
r/pennystocks Bullish 11d 18h ago
CMPX WILL FLY TOMORROW!
▲ 1 💬 1 ⚡ 0.1
r/pennystocks Bullish 11d 19h ago
CMPX WILL FLY TOMORROW
▲ 1 💬 1 ⚡ 0.2
r/investing Bearish 12d 13h ago
Tomorrow I am buying.....
▲ 1 💬 0 ⚡ 0.5
r/wallstreetbets Bullish 12d 14h ago
The Firefly Aerospace ($FLY) DD
▲ 1 💬 0 ⚡ 0.5
r/wallstreetbets Neutral 15d 8h ago
Wondered why FLY got smacked today
▲ 1 💬 0 ⚡ 0.5
r/wallstreetbets Neutral 21d 5h ago
Two $FLY posts. Two times told I was regarded. Am I still regarded?
▲ 1 💬 0 ⚡ 0.5
r/wallstreetbets Neutral 21d 15h ago
Recent wins before concentrating
▲ 1 💬 0 ⚡ 0.5
r/wallstreetbets Neutral 25d 10h ago
$FLY position
▲ 1 💬 1 ⚡ 0.5
r/wallstreetbets Neutral 1mo ago
FLY LIKE AN EAGLE SPY. SPY TO 700. BEARS ARE GEY
▲ 1 💬 0 ⚡ 0.5
r/wallstreetbets Bearish 1mo ago
FLY LIKE AN EAGLE SPY. KEEP GOING. SLAM DUNK THESE BEARS
▲ 1 💬 0 ⚡ 0.5
r/wallstreetbets Neutral 1mo ago
FLY DD 1 ear shaped 1 to go, Classic chinchilla formation
▲ 1 💬 0 ⚡ 0.5
r/wallstreetbets Neutral 1mo ago
$FLY Hidden Lunar + Pentagon Play at $5B Mkt Cap. Same setup as $RKLB & $LUNR
▲ 1 💬 0 ⚡ 0.5
r/wallstreetbets Bullish 1mo ago
Need more strikes to really make my portfolio $FLY
▲ 1 💬 1 ⚡ 0.5
r/wallstreetbets Bullish 2mo ago
SpaceX IPO Exposure
▲ 1 💬 1 ⚡ 0.5
r/investing Bullish 2mo ago
Market Close Report - Tuesday, March 31, 2026
▲ 1 💬 0 ⚡ 0.5
r/pennystocks Bullish 2mo ago
WHAT ARE THE BIGGEST LOSERS OF THE DAY AND WHY ?
▲ 1 💬 1 ⚡ 0.5
Jun 12, 2026
short_volume
Short Volume: FLY — 60.5% short (3.8M / 6.3M)
Short: 3,804,502 | Exempt: 177,665 | TRF Vol: 6,288,259 | Short Ratio: 60.5% | Off-exchange volume (dark pool + OTC)
Jun 11, 2026
short_volume
Short Volume: FLY — 64.1% short (2.7M / 4.2M)
Short: 2,709,303 | Exempt: 6,591 | TRF Vol: 4,228,943 | Short Ratio: 64.1% | Off-exchange volume (dark pool + OTC)
Jun 10, 2026
short_volume
Short Volume: FLY — 68.4% short (1.4M / 2.1M)
Short: 1,432,534 | Exempt: 102,688 | TRF Vol: 2,094,532 | Short Ratio: 68.4% | Off-exchange volume (dark pool + OTC)
Jun 9, 2026
short_volume
Short Volume: FLY — 60.8% short (1.8M / 2.9M)
Short: 1,765,946 | Exempt: 49,254 | TRF Vol: 2,902,880 | Short Ratio: 60.8% | Off-exchange volume (dark pool + OTC)
Jun 8, 2026
short_volume
Short Volume: FLY — 62.9% short (1.1M / 1.8M)
Short: 1,135,847 | Exempt: 93,869 | TRF Vol: 1,805,969 | Short Ratio: 62.9% | Off-exchange volume (dark pool + OTC)
Jun 4, 2026
short_volume
Short Volume: FLY — 61.1% short (1.8M / 2.9M)
Short: 1,769,877 | Exempt: 9,123 | TRF Vol: 2,894,888 | Short Ratio: 61.1% | Off-exchange volume (dark pool + OTC)
May 29, 2026
offering
Firefly Aerospace Announces Pricing of Public Offering of Common Stock
<p>CEDAR PARK, Texas, May 28, 2026 (GLOBE NEWSWIRE) -- Firefly Aerospace (Nasdaq: FLY), a market leading space and defense technology company, today
May 27, 2026
short_volume
Short Volume: FLY — 58.3% short (2.6M / 4.5M)
Short: 2,621,493 | Exempt: 4,708 | TRF Vol: 4,497,619 | Short Ratio: 58.3% | Off-exchange volume (dark pool + OTC)
May 26, 2026
offering
Firefly Aerospace Announces Launch of Proposed Public Offering of Common Stock
<p>CEDAR PARK, Texas, May 26, 2026 (GLOBE NEWSWIRE) -- Firefly Aerospace (Nasdaq: FLY), a market leading space and defense technology company, today
May 26, 2026
contract
Firefly Aerospace Wins $75 Million NASA JPL MoonFall Subcontract to Deliver Drones to the Moon’s South Pole
Firefly’s Elytra spacecraft will deliver four drones above the lunar south pole to support NASA’s MoonFall mission and the agency’s Moon Base initiati
May 21, 2026
short_volume
Short Volume: FLY — 60.3% short (0.9M / 1.6M)
Short: 935,166 | Exempt: 5,956 | TRF Vol: 1,550,964 | Short Ratio: 60.3% | Off-exchange volume (dark pool + OTC)
May 20, 2026
short_volume
Short Volume: FLY — 59.7% short (1.1M / 1.8M)
Short: 1,073,882 | Exempt: 64,198 | TRF Vol: 1,799,068 | Short Ratio: 59.7% | Off-exchange volume (dark pool + OTC)
May 19, 2026
other
Firefly Aerospace Accelerates Spacecraft Production with Expanded Campus and Innovation Lab in Central Texas
New campus doubles the size of Firefly’s facilities in Cedar Park, Texas to enable assembly line of lunar landers and orbital vehicles <pre>New campus
May 14, 2026
short_interest
FTD: FLY — 14,068 shares ($0.6M) failed to deliver
Settlement: 20260514, Price: $39.37, FTD Value: $553,857.16, FIREFLY AEROSPACE INC COM
May 13, 2026
short_interest
FTD: FLY — 21,772 shares ($0.9M) failed to deliver
Settlement: 20260513, Price: $39.32, FTD Value: $856,075.04, FIREFLY AEROSPACE INC COM