Added to YB: 2025-09-04
Pitch date: 2025-08-02
FLY [bearish]
Firefly Aerospace Inc.
+66.24%
current return
Author Info
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Company Info
Firefly Aerospace Inc. operates as a space and defense technology company and provides mission solutions for national security, government, and commercial customers in United States.
Market Cap
$4.4B
Pitch Price
$70.00
Price Target
15.00 (-41%)
Dividend
N/A
EV/EBITDA
-15.19
P/E
-10.23
EV/Sales
13.34
Sector
Aerospace and Defense
Category
N/A
Show full summary:
$FLY: Small Launch, Big Competition — Downgraded to Sell, PT $15
FLY short: Pure play small launch co with no constellation disruption potential vs SpaceX & RKLB flexible capacity. Low margin biz at 50x sales. Initiating short at ~$45, price target $15. Expect drift to ~$40 channel bottom within months as big players eat market share.
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