PRESS-RELEASE ·Filed May 4, 2026
Press release: contract
Actionable Insight ▲ Bullish
The OTA agreement positions FLY for future revenue from a high-priority defense program. Monitor for additional contract awards and progress toward the 2028 demonstration milestone.
Final — all horizons settled through T+60d ⚠ clustered
FLY ▼ -46.54% at T+60d
LONG call ✗ call lost -46.54% · α vs SPY -48.40% · entry $33.37 → $17.84
T+1d
-5.54%
call -5.54% · α -6.34%
$31.52
settled 5mo ago
T+5d
+14.59%
call +14.59% · α +11.66%
$38.24
settled 5mo ago
T+20d
+32.57%
call +32.57% · α +26.93%
$44.24
settled 4mo ago
T+60d
-46.54%
call -46.54% · α -48.40%
$17.84
settled 2mo ago
Price Chart
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Executive Summary
Firefly Aerospace subsidiary SciTec received a Space Force OTA agreement for the Space-Based Interceptor program, part of the $3.2B Golden Dome architecture. This marks a major defense contract win for FLY, enhancing its role in national security space.
Key Facts
- SciTec, a Firefly Aerospace subsidiary, received an OTA from U.S. Space Force for the SBI program.
- The Space Force awarded 20 OTA agreements worth up to $3.2B to 12 companies, including SciTec.
- The program aims to demonstrate a space-based missile interceptor capability integrated into the Golden Dome architecture by 2028.
- SciTec has over 45 years of experience supporting defense and intelligence missions.
Financial Impact
Undisclosed individual award for SciTec; total program OTA ceiling is $3.2B across 12 companies.
revenuebacklog
Risk Factors
- Execution risk in developing advanced space-based interceptors.
- Potential delays in program milestones or funding.
- Competition from other awardees for follow-on contracts.
Market Snapshot
Exchange
Nasdaq
Sector
Guided Missiles & Space Vehicles & Parts
Analyst Consensus
67% bullish (12 analysts)
Investment Themes
Industrials & Manufacturing
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-3286698 |
17 reports for FLY
67% Hit rate best @ T+20▲ +84.28%
Filters
Rows
| Type | Now | ||||
|---|---|---|---|---|---|
Aug 11, 2026 7w ago | Press Release | $26.54 $20.90 | ▼ −21.25% | ▼ −19.35% | $23.32 (−12.13%) |
Aug 9, 2026 7w ago | Institutional Cluster | $25.76 $22.90 | ▼ −11.10% | ▼ −10.19% | $23.32 (−9.47%) |
Jul 15, 2026 11w ago | Press Release | $19.03 $26.77 | ▲ +40.67% | ▲ +37.05% | $23.32 (+22.54%) |
Jun 30, 2026 13w ago | Press Release | $28.37 $17.84 | ▼ −37.12% | ▼ −34.93% | $23.32 (−17.80%) |
Jun 2, 2026 17w ago | 8-K | $43.37 $28.37 | ▼ −34.59% | ▼ −33.02% | $23.32 (−46.23%) |
May 29, 2026 18w ago | EFFECT | $46.49 $29.05 | ▼ −37.51% | ▼ −35.72% | $23.32 (−49.84%) |
May 29, 2026 18w ago | Press Release | $46.49 $29.05 | ▲ +37.51% | ▲ +35.72% | $23.32 (+49.84%) |
May 26, 2026 18w ago | Press Release | $57.28 $24.61 | ▼ −57.04% | ▼ −55.13% | $23.32 (−59.29%) |
May 4, 2026 21w ago | Press Release | $31.52 $43.37 | ▲ +37.60% | ▲ +32.64% | $23.32 (−26.02%) |
May 4, 2026 21w ago | 8-K | $31.52 $43.37 | ▲ +37.60% | ▲ +32.64% | $23.32 (−26.02%) |
Showing 10 of 17
US Market Status
Market Closed — Opens Mon (64h 12m)
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