Market Cap
$3.9B
FLY
Firefly Aerospace Inc.
$23.32 ▲ +2.06%
Prev close $22.85Market cap$3.9B
ConsensusBuy
12-mo target$38.60 (+65.5%)
▲ Bullish
Analyst conviction 7/10
Insider Selling Cluster (2 insiders)High Impact Filing (7/10)45 New Institutional Positions5 Institutional Exits Industrials & Manufacturing
Snapshot
The big-picture read on FLY right now — valuation, ownership and activity at a glance.
Cap Size
Mid Cap
Analyst Consensus
Strong Buy (73%)
Inst. Holders
50 funds
Inst. Value
$1.7B
Inst. Activity
45 buys / 5 sells
Insider Activity
$0.00 buy / $384.3M sell
Insider Net $
-$384.3M
Social Sentiment
59° Warm
SEC Reports
10
Press Releases
7
Price chart 30d +10.7%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Oct 1, 2026 short_volume
Short Volume: FLY — 56.6% short (0.9M / 1.6M)
Short: 932,107 | Exempt: 5,585 | TRF Vol: 1,647,450 | Short Ratio: 56.6% | Off-exchange volume (dark
Sep 22, 2026 Insider
Kim Jesung acquired via exercise 43,278 shares
Chief Executive Officer @ $2.31 ($100.0K)
Sep 17, 2026 Insider
Ma Darren acquired via exercise 54,286 shares
Chief Financial Officer @ $0.4231 ($23.0K)
Sep 17, 2026 Insider
Aug 11, 2026 SEC Ma Darren acquired via exercise 33,233 shares
Chief Financial Officer @ $0.4882 ($16.2K)
Firefly Aerospace reported Q2 2026 revenue of $117.7M, a 45.5% sequential increase and well above the $88.5M consensus,
PRESS-RELEASE — Impact 7/10
Firefly Aerospace (FLY) saw strong institutional accumulation in Q2 2026, with 12 funds adding $151.3M in net new positi
INST-CLUSTER — Impact 4/10
Firefly Aerospace announced it will release Q2 2026 financial results after market close on August 11, 2026. No financia
PRESS-RELEASE — Impact 2/10
Firefly Aerospace announced a $144 million NASA CLPS contract for a sixth lunar mission using its Blue Ghost lander, tar
Impact 5/10
Analyst ratings buy % +9.0%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
73% rate it Buy or better · 15 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Aug 12, 2026 | Roth Capital | MAINTAIN | Buy | 56% |
| Aug 12, 2026 | B. Riley Securities | MAINTAIN | Buy | 54% |
| Aug 12, 2026 | Cantor Fitzgerald | REITERATE | Overweight | 49% |
| Jul 27, 2026 | Wells Fargo | INITIATE | Equal-Weight | 54% |
| Jun 15, 2026 | Keybanc | UPGRADE | Overweight | 52% |
| May 5, 2026 | Morgan Stanley | MAINTAIN | Equal-Weight | 55% |
| Apr 20, 2026 | Goldman Sachs | MAINTAIN | Neutral | 54% |
| Apr 17, 2026 | Roth Capital | MAINTAIN | Buy | 56% |
| Apr 13, 2026 | Jefferies | MAINTAIN | Buy | 53% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 3 | 8 | 4 | 0 | 0 | 73% | |
| Aug 1, 2026 | 3 | 8 | 4 | 0 | 0 | 73% | |
| Jul 1, 2026 | 3 | 8 | 3 | 0 | 0 | 79% | |
| Jun 1, 2026 | 3 | 7 | 4 | 0 | 0 | 71% | |
| May 1, 2026 | 3 | 6 | 4 | 0 | 0 | 69% | |
| Apr 1, 2026 | 2 | 6 | 4 | 0 | 0 | 67% | |
| Mar 1, 2026 | 2 | 6 | 4 | 0 | 0 | 67% | |
| Feb 1, 2026 | 2 | 6 | 4 | 0 | 0 | 67% |
Price targets
Where 10 covering analysts think FLY trades over the next 12 months.
$38.60 +65.5% upside Strong Buy
Current$23.32 Low$25.00 Median$36.00 High$50.00 10 analysts
$25.00$50.00
Analyst rating None as of Oct 2, 2026
Social media sentiment mood +20.0%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
59°
Warm
BearishNeutralBullish
Recent posts
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
10 SEC filing reports analyzed · 1 bullish, 0 bearish, 3 mixed, 6 neutral · avg impact 4.7/10.Plus 7 press releases.
BULLISHPRESS-RELEASE7/10
Firefly Aerospace reported Q2 2026 revenue of $117.7M, a 45.5% sequential increase and well above th
Aug 11, 2026
MIXEDINST-CLUSTER4/10
Firefly Aerospace (FLY) saw strong institutional accumulation in Q2 2026, with 12 funds adding $151.
Aug 9, 2026
NEUTRALPRESS-RELEASE2/10
Firefly Aerospace announced it will release Q2 2026 financial results after market close on August 1
Jul 15, 2026
NEUTRAL8-K5/10
Firefly Aerospace priced a follow-on public offering of 12,000,000 shares of common stock at $48.00
Jun 2, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Oct 1, 2026
short_volume
Short Volume: FLY — 56.6% short (0.9M / 1.6M)
Short: 932,107 | Exempt: 5,585 | TRF Vol: 1,647,450 | Short Ratio: 56.6% | Off-exchange volume (dark pool + OTC)
Sep 30, 2026
short_volume
Short Volume: FLY — 58.6% short (1.1M / 1.8M)
Short: 1,066,406 | Exempt: 6,750 | TRF Vol: 1,818,356 | Short Ratio: 58.6% | Off-exchange volume (dark pool + OTC)
Sep 29, 2026
short_volume
Short Volume: FLY — 58.7% short (0.6M / 1.1M)
Short: 619,317 | Exempt: 153 | TRF Vol: 1,055,427 | Short Ratio: 58.7% | Off-exchange volume (dark pool + OTC)
Sep 25, 2026
short_volume
Short Volume: FLY — 56.8% short (1.3M / 2.3M)
Short: 1,327,910 | Exempt: 190 | TRF Vol: 2,339,129 | Short Ratio: 56.8% | Off-exchange volume (dark pool + OTC)
Sep 22, 2026
other
Firefly Aerospace Completes New Cleanroom to Accelerate Spacecraft Production
Expanded cleanroom positions Firefly to scale production of its Blue Ghost landers and Elytra orbital vehicles amid growing mission demand Expanded cl
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $-0.50 | $-0.54–$-0.43 | 9.4% | -0.8% | 3↑ 1↓ | $0.1B | 6 |
| Next Q | $-0.49 | $-0.55–$-0.41 | -31.5% | -1.5% | 2↑ 2↓ | $0.1B | 6 |
| Current FY | $-1.87 | $-2.01–$-1.72 | 42.0% | -0.7% | 3↑ 0↓ | $0.4B | 5 |
| Next FY | $-1.80 | $-2.51–$-1.36 | 3.9% | -3.2% | 1↑ 3↓ | $0.7B | 6 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $-0.497 | — |
| 7d ago | $-0.493 | -0.004 |
| 30d ago | $-0.493 | -0.004 |
| 60d ago | $-0.512 | +0.016 |
| 90d ago | $-0.512 | +0.016 |
Institutional ownership
Which big funds own FLY (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $1.7B total value (57,352,888 shares) as of 2026-Q2. Top holders: BlackRock,, STATE, VANGUARD. Net buying activity: 45 institutions added/increased vs 5 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 5,903,830 | $173.6M | 10.3% | DOUBLED +189.7% |
| STATE STREET CORP | 4,179,095 | $122.9M | 7.3% | DOUBLED +751.4% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 3,591,198 | $105.6M | 6.3% | ADD +48.0% |
| VANGUARD CAPITAL MANAGEMENT LLC | 3,071,164 | $90.3M | 5.4% | ADD +31.6% |
| VAN ECK ASSOCIATES CORP | 3,048,335 | $89.6M | 5.3% | ADD +43.8% |
| JPMORGAN CHASE & CO | 2,792,070 | $81.2M | 4.8% | DOUBLED +341.2% |
| TWO SIGMA INVESTMENTS, LP | 2,714,411 | $79.8M | 4.7% | — |
| Tidal Investments LLC | 2,167,135 | $63.7M | 3.8% | NEW |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1,993,300 | $58.6M | 3.5% | DOUBLED +194.8% |
| Phoenix Financial Ltd. | 1,812,863 | $53.3M | 3.2% | DOUBLED +174.7% |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| BlackRock, Inc. | DOUBLED | 2,037,915 | 5,903,830 | +189.7% | $173.6M |
| STATE STREET CORP | DOUBLED | 490,869 | 4,179,095 | +751.4% | $122.9M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | ADD | 2,427,201 | 3,591,198 | +48.0% | $105.6M |
| VANGUARD CAPITAL MANAGEMENT LLC | ADD | 2,333,889 | 3,071,164 | +31.6% | $90.3M |
| VAN ECK ASSOCIATES CORP | ADD | 2,120,531 | 3,048,335 | +43.8% | $89.6M |
| JPMORGAN CHASE & CO | DOUBLED | 632,779 | 2,792,070 | +341.2% | $81.2M |
| Tidal Investments LLC | NEW | — | 2,167,135 | — | $63.7M |
| Phoenix Financial Ltd. | DOUBLED | 660,060 | 1,812,863 | +174.7% | $53.3M |
| UBS Group AG | ADD | 1,068,835 | 1,625,890 | +52.1% | $47.8M |
| GEODE CAPITAL MANAGEMENT, LLC | DOUBLED | 651,929 | 1,550,013 | +137.8% | $45.6M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
16 insiders, 43 transactions. Net -$384.3M — $0.00 bought, $384.3M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 22, 2026 | Kim Jesung | Chief Executive Officer | EXERCISE | 43,278 | $2.31 | $100.0K |
| Sep 17, 2026 | Ma Darren | Chief Financial Officer | EXERCISE | 54,286 | $0.4231 | $23.0K |
| Sep 17, 2026 | Ma Darren | Chief Financial Officer | EXERCISE | 33,233 | $0.4882 | $16.2K |
| Sep 16, 2026 | Kim Jesung | Chief Executive Officer | TAX W/H | 86,265 | $20.28 | $1.7M |
| Sep 16, 2026 | Ma Darren | Chief Financial Officer | TAX W/H | 18,309 | $20.28 | $371.3K |
| Sep 16, 2026 | Wu Remington | Chief Accounting Officer | TAX W/H | 1,827 | $20.28 | $37.1K |
| Sep 16, 2026 | Ferring Russell Shea | Chief Technology Officer | TAX W/H | 16,700 | $20.28 | $338.7K |
| Aug 24, 2026 | Ma Darren | Chief Financial Officer | TAX W/H | 256 | $23.10 | $5.9K |
| Aug 14, 2026 | Boland Ryan Michael | Director | J | 40,821 | — | — |
| Aug 14, 2026 | Boland Ryan Michael | Director | J | 3,193 | — | — |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for FLY.
Shares short
11,105,681
Settlement Sep 15, 2026
Change vs prior
+2.6%
Semi-monthly cycle
Days to cover
5.1
At avg daily volume
Of shares outstanding
≈6.6%
Estimate — not % of float
All FLY filing & press-release reports (17)
- PRESS-RELEASE reportAug 11, 2026
- INST-CLUSTER reportAug 9, 2026
- PRESS-RELEASE reportJul 15, 2026
- PRESS-RELEASE reportJun 30, 2026
- 8-K reportJun 2, 2026
- EFFECT reportMay 29, 2026
- PRESS-RELEASE reportMay 29, 2026
- PRESS-RELEASE reportMay 26, 2026
- PRESS-RELEASE reportMay 4, 2026
- 8-K reportMay 4, 2026
- PRESS-RELEASE reportMay 4, 2026
- 8-K reportApr 21, 2026
- PRESS-RELEASE reportApr 21, 2026
- DEFA14A reportApr 17, 2026
- PRESS-RELEASE reportApr 8, 2026
- PRESS-RELEASE reportMar 25, 2026
- PRESS-RELEASE reportMar 19, 2026