We use Google Analytics to count anonymous page views and understand which content gets read. No ads, no profiles. Decline keeps you on cookieless mode. Details.
Firefly Aerospace Inc.
Industrials · Aerospace & Defense
Structural: pure-play Western launch+lander prime with rare commercial Moon-landing credential (Blue Ghost M1, Mar-2025), a co-developed medium-lift vehicle (Eclipse, with $NOC), and embedded Space Force / NASA / SDA contract pipeline. 9M (+163% YoY) - small base, but the trajectory is the asset, not the multiple.
- VICTUS DIEM responsive-launch demonstration positions FLY as the default Western tactically-responsive provider.
- $177M NASA south-pole lunar contract anchors Blue Ghost cadence beyond M1.
- $372M FORGE software contract embeds FLY in U.S. missile-warning infrastructure - high-margin, sticky.
- Lockheed/Seagate sea-launch JV brings 25-launch Alpha backlog before Eclipse first flight.
- Eclipse first flight unlocks Northrop offload from Antares legacy, opens NSSL eligibility.
- FY25 net loss −$334M (worse YoY); cash burn dependent on capital markets staying open.
- Alpha Block 2 booster lost in Sep-2025 ground anomaly - cadence risk until replacement qualifies.
- Eclipse maiden flight is binary; slip drags MLV revenue + Northrop relationship.
- Capital-goods multiples on a pre-profit launcher means valuation lives on narrative, not earnings.
- Concentration: NASA + DoD = >50% of revenue; budget-cycle risk is real.
Each weekday: the scan's ENTER setups with entry, stop and target, every new ticker teardown, and the bubble shifts that move names like this one. Free. Education, not advice.
No spam. One email per day max. Pro adds Telegram trade alerts and higher AI-assistant limits.
Auto-computed retracement of the trailing 52w low-high leg. Recomputed on each refresh; not a curated level.
Next Fib support - @StonkValue 2026-05-03
Auto-computed retracement of the trailing 52w low-high leg. Recomputed on each refresh; not a curated level.