MARKET WIREYahoo! Finance Canada • 13h ago
Firefly Aerospace Inc. (FLY) Stock Price, News, Quote & HistoryYahoo! Finance Canada report covering Firefly Aerospace Inc. (FLY) market action, institutional positioning, and fundamental catalysts.
Why FLY Stock dropped -9.74% Today — RQD Quant Desk Flash
$17.93 -9.74% NASDAQ • Live Quote vs Prior Daily Close (Synced Snapshot)
EXT / AFTER-HRS: $17.58
Firefly Aerospace Inc. (FLY) carries a Roarable Rating of E (Strong Sell) with 22/100 RQD Confidence due to weak cash-flow efficiency and sensitivity to current interest rates. Wait for business cash flow and institutional buying to improve before committing fresh capital.
ROARABLE E • RED ALERT
Cap $3.33B
⚡ INSTANT AI QUANT PREVIEW • $0 FREE TIER
Click Any Pre-Computed AI Quant Specialist Briefing on FLY Below — or Connect Your Own ChatGPT / Claude
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Is FLY stock a Buy, Hold, or Sell right now according to Roarable's RQD model?
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As of 2026-11-02, Firefly Aerospace Inc. (NASDAQ: FLY) is rated E (Strong Sell / SELL) by Roarable's 5-pillar RQD engine with a composite confidence score of 22/100 at a spot price of $17.93 (-9.74% 1D, market cap $3.33B). Pillar breakdown: Fundamental Cash Engine 6/20, Institutional 13F & Options Flow 6/20, Executive Insider Alignment 4/20, FRED Macro Regime Fit 3/20, and SEC Balance-Sheet Forensics 3/20. Across 485 tracked Industrials issuers, FLY ranks #465 in composite RQD confidence.
✓ Pre-computed one-to-many AI Quant brief
🤖 Ellis Vennor • AI Peer & Flow Quant (Click for Instant Brief)
How does FLY compare to ATRO and DCO in the Industrials sector?
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Within the Industrials sector (Military/Government/Technical), FLY carries a Roarable E (22/100 RQD), trailing P/E of N/A, gross margin of 19.2%, and ROIC of -35.0%. By comparison, ATRO (Astronics Corporation) holds a D+ grade (53/100 RQD, P/E 92.1x, ROIC 13.2%, cap $2.70B) and DCO (Ducommun Incorporated) posts a D- grade (40/100 RQD, P/E N/A, ROIC -3.1%, cap $2.54B). Among the 5-stock peer group, KBR leads on earnings multiple (11.6x) while KBR leads on capital efficiency (17.3% ROIC).
✓ Pre-computed one-to-many AI Quant brief
🤖 Gideon Ashmere • AI SEC 10-K Forensics (Click for Instant Brief)
What are the biggest fundamental strengths and SEC risk factors for FLY?
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Per FLY's SEC EDGAR XBRL 10-K filing (FY2025, filed 2025-12-31, CIK 0001860160), Firefly Aerospace Inc. generated $159.9M in revenue (+163.0% YoY), -$298.3M in net income, and -$237.8M in free cash flow against $1.82B in total assets and $0 in total debt. Key quantitative strengths: Established market leader in Industrials with deep daily trading liquidity.. Primary risk factors monitored: Company executives have done more routine share selling than personal cash buying lately.. Institutional options positioning shows a 50% call / 50% put premium split.
✓ Pre-computed one-to-many AI Quant brief
🤖 AI Quant Disclosure: Roarable Analysts are proprietary AI Quant Specialists — not human financial advisors. Pre-computed one-to-many briefings above are free; interactive 1-on-1 Q&A, custom AI sifting/indicator alerts, and personal ChatGPT/Claude MCP connections require a $9.95/mo Pro account (currently waitlist-only).
INTERACTIVE SCENARIO DECK:
EXT / AFTER-HRS: $17.58 (-1.94%)🧬 Dilution Drag (+2.48% YoY Shares)⚙️ Cash Engine: 6/20 (E) • 0% FCF Margin
Verify 90D Bucket Audit →📊 Historical Track Record Warning: Scores below 50 (22/100 · E) historically underperformed SPY in 71% of rolling 90-day windows (-11.4% avg 90D alpha vs SPY • 29.0% hit rate).
Audit Bucket Track Record →RQD QUANT TACHOMETERRED ALERT • E
3-of-3 JEV AI Jury Bearish Warning
Cash
SEC
Whale
Impersonal quantitative research (0–100 RQD rubric) — not individualized investment advice. Past performance does not guarantee future results. Full Disclaimer
5-PILLAR SNOWFLAKE RADARRw E · Rk E
Each axis scored 0–20
12M PRICE TARGET CONE-16.2% Base Target
WHALE OPTIONS SNAPSHOT: — (No Active Options Snapshot on file for FLY)Realized 20D OHLCV Swing Band: ±12.5%
Deterministic 5-Pillar Attribution (22/100 Composite)
🔍 WHY FLY SCORES 22/100 (E) — TOP 3 DRIVERS2 Bullish Pillars + #1 Risk Drag
▲ #1 Bullish Driver: Cash Engine Quality+6/20 pts (27% of score)
SEC XBRL FY 2025 (10-K): 0% FCF Margin ($0 FCF) & 19.2% Gross Margin
▲ #2 Bullish Driver: Whale & Options Positioning+6/20 pts (27% of score)
20D Institutional Volume Accumulation (±12.5% realized swing band)
▼ #1 Drag / Risk Factor: Insider Conviction & Share Dilution4/20 pts (-16 pt drag)
Dilution Drag (+2.48% YoY Shares) & executive Form 4 sales trim 16 pts from alignment
📈 PAST 4 QUARTERS RQD vs SUBSEQUENT RETURNQ1 → Q2 → Q3 → Current
Q1 (-3Q)Grade E$19.37-14.1% Next Q
30
Q2 (-2Q)Grade E$16.64+9.7% Next Q
27
Q3 (-1Q)Grade E$18.25-1.8% Next Q
25
CurrentGrade E$17.93-11.4% Hist 90D α
22
Trajectory: E (30) → E (22)Full Audit →
⚔️ ADVERSARIAL OPPOSING CASE & FORENSIC KILL-SWITCH (WHY THE BULL/BEAR THESIS COULD FAIL)CONTRARIAN TURNAROUND & SHORT-SQUEEZE DOSSIER
⚔️ Adversarial Opposing Case: What Could Spark a FLY Turnaround Squeeze
While FLY currently carries a cautious 22/100 (E) rating due to Insider Conviction & Share Dilution (4/20), shorts face asymmetric squeeze risk if free cash flow inflects or management executes accretive buybacks.
🚀 Contrarian Squeeze Trigger #1
Established market leader in Industrials with deep daily trading liquidity.
🚀 Contrarian Squeeze Trigger #2
Options & Short-Covering Gamma: Reclaiming the 50-day SMA ($20.78) and Max Pain ($18.83) forces dealer call-delta covering toward $65.28.
🚀 Contrarian Squeeze Trigger #3
Forensic Repair Trigger: Halting share dilution (Dilution Drag (+2.48% YoY Shares)) or retiring high-cost debt immediately upgrades the SEC 10-K Forensic pillar.
🎲 LIVE PREDICTION MARKET ODDS TIED TO $FLY• $2.4M Crowd Pool • Kalshi / Polymarket Composite
Contract: “FLY Beats Next Quarter EPS Consensus (Dec 30, 2026) & Holds Above 200D SMA”
AUTOMATED RQD QUANT DESK MOVER BRIEFINGFull Market News Desk →
Why FLY Stock dropped -9.74% Today — RQD Quant Desk Flash
Firefly Aerospace Inc. (FLY) dropped -9.74% to $17.93, trading at 4% of its 52-week range ($15.99 – $62.17). Stretched risk/reward at current multiples (-35% return on capital) under elevated 10-year interest-rate pressure.
- ▸Technical Tape: Trading at 4% of its 52-week range ($15.99 – $62.17) with RSI-14 at 51.2 (NEUTRAL RANGE).
- ▸Volatility Profile: Historical 20-day realized swing band of ±12.5% around $17.93 (no active unusual options sweep snapshot on file).
- ▸Fundamental Anchor: Roarable E (Strong Sell) backed by 19.2% gross margin and $0 annual free cash flow.
Live FLY Headlines & Catalysts
MARKET WIREThe Motley Fool • 16h ago
Firefly Aerospace vs. Rocket Lab: Which Industrials Stock Is a Better Buy in 2026?The Motley Fool report covering Firefly Aerospace Inc. (FLY) market action, institutional positioning, and fundamental catalysts.
RISK WATCHBenzinga • 19h ago
Firefly Stock Rises After MoonFall Mission UpdateBenzinga report covering Firefly Aerospace Inc. (FLY) market action, institutional positioning, and fundamental catalysts.
RISK WATCHmarkets.businessinsider.com • 22h ago
Firefly Aerospace Completes Preliminary Design Review for NASA MoonFall Missionmarkets.businessinsider.com report covering Firefly Aerospace Inc. (FLY) market action, institutional positioning, and fundamental catalysts.
MARKET WIREYahoo Finance Singapore • 1d ago
Firefly Aerospace Inc. (FLY) stock price, news, quote and historyYahoo Finance Singapore report covering Firefly Aerospace Inc. (FLY) market action, institutional positioning, and fundamental catalysts.
MARKET WIREThe Motley Fool • 1d ago
How to Buy Firefly Aerospace Stock (FLY)The Motley Fool report covering Firefly Aerospace Inc. (FLY) market action, institutional positioning, and fundamental catalysts.
MARKET WIREThe Motley Fool • 1d ago
AST SpaceMobile vs. Firefly Aerospace: Which Space-Based Venture's Stock Is a Better Buy in 2026?The Motley Fool report covering Firefly Aerospace Inc. (FLY) market action, institutional positioning, and fundamental catalysts.
MARKET WIREThe Motley Fool • 1d ago
Why Did Firefly Aerospace Stock Just Crash?The Motley Fool report covering Firefly Aerospace Inc. (FLY) market action, institutional positioning, and fundamental catalysts.
MARKET WIREBenzinga • 19h ago
Keybanc Maintains Overweight on Firefly Aerospace, Lowers Price Target to $35Keybanc analyst Michael Leshock maintains Firefly Aerospace (NASDAQ:FLY) with a Overweight and lowers the price target from $50 to $35.
MARKET WIREYahoo • 2d ago
What Sent Honeywell Aerospace Stock Lower?For questions about this article or underlying research, email help@trefis.com.
ON-DEMAND RQD QUANT WORKSHOP • SPONSORED / PARTNER SPOTLIGHTHosted by Perry Belcher & Roarable Forensic Quant Desk
Red-Light Warning Desk: Spotting SEC Cash-Flow & Dilution Risks Before Downgrades (Featuring FLY)
- ✓Walkthrough of FLY's RQD Radar, SEC cash-conversion gap & downside invalidation levels
- ✓3 asymmetric Bear/Hedge frameworks when 10-year Treasury yields stay elevated
- ✓Includes nightly RQD rating-change & forensic signal email alerts on your tracked stocks
RQD INSIDER CLUB WAITLIST$49/YR PLANNED
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FLY // CANDLESTICK & AUTO-TRENDLINE WORKSTATION6M: -46.27%🛡️ HOLDING TREND SUPPORT
2026-11-02O $19.85H $19.87L $17.93C $17.93VOL 2.00M
RES: $23.23SUP: $14.30SMA50: $20.78SMA200: $27.15
PRIMARY-SOURCE FORENSICS, SECOND-ORDER LINKS & AI ANALYST DESK
FLY Dilution Monitor, Expectations Hurdle, Butterfly Connections & Policy Exposure
Share Count & Dilution Monitor (#25)
Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).
Reverse-DCF Expectations Hurdle (#30)
8.0%/yr Implied 5Y Growth
vs. +163.0% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).
Ellis Vennor Setup Ledger (#33)
No active Ellis Vennor swing setup published on FLY today. View full Setup Ledger →
🦋 Documented & Second-Order Butterfly Connections
Open Graph →
No direct multi-tier Butterfly edges indexed yet for FLY. Explore sector supply chains on /butterfly.
AI Analyst Theses, Washington Policy & Company Video
🎬 No recent verified company-specific video clip queued for FLY today (we never pad ticker pages with unrelated generic clips). Browse Macro Video Desk →
DETERMINISTIC MULTI-FACTOR EQUITY AUDIT • SEC EDGAR XBRL × RQD PEER BENCHMARK
📊 Quantitative Sector Peer Comparison, SEC Filing Delta & Investment FAQ (FLY)
Industrials Rank #465 of 485
⚔️ ATRO vs FLY Full Matrix →
1. Head-to-Head Industrials Peer Comparison (FLY vs. ATRO, DCO, KBR, RDW)
Industry: Military/Government/Technical (43 Tracked Issuers)Across 485 tracked Industrials securities in the Roarable RQD universe, Firefly Aerospace Inc. (FLY) ranks #465 by composite RQD confidence (22/100, grade E) and #178 by equity capitalization ($3.33B). Within this direct 5-issuer industry benchmark cohort, KBR leads on earnings valuation at 11.6x trailing P/E, while KBR leads on capital efficiency and profitability with 17.3% ROIC and 14.8% gross margin. KBR currently holds the highest overall quantitative score in the immediate peer group at 65/100 (C) compared with FLY at 22/100 (E).
| Ticker / Company | Roarable Grade | RQD Score | Trailing P/E | Gross Margin | ROIC | 1D Change | Market Cap | Head-to-Head |
|---|---|---|---|---|---|---|---|---|
| FLY
ACTIVE
Firefly Aerospace Inc. | E | 22/100 | — | 19.2% | -35.0% | -9.74% | $3.33B | Benchmark Subject |
| ATRO Astronics Corporation | D+ | 53/100 | 92.1x | 29.9% | 13.2% | -5.55% | $2.70B | /atro-vs-fly → |
| DCO Ducommun Incorporated | D- | 40/100 | — | 26.9% | -3.1% | -4.63% | $2.54B | /dco-vs-fly → |
| KBR KBR Inc. | C | 65/100 | 11.6x | 14.8% | 17.3% | +0.99% | $4.83B | /kbr-vs-fly → |
| RDW Redwire Corporation | E | 32/100 | — | 5.2% | -17.4% | -8.41% | $2.29B | /rdw-vs-fly → |
2. Multi-Year SEC XBRL Revenue, Cash Flow & Balance-Sheet Trajectory (FY2023–FY2025)
SEC EDGAR 10-K • FILED 2025-12-31 • CIK 0001860160In its most recent audited fiscal period (FY2025, filed 2025-12-31), Firefly Aerospace Inc. (FLY) reported GAAP revenue of $159.9M (+163.0% vs. FY2024 revenue of $60.8M , and +189.4% cumulative change since FY2023) , GAAP net income of -$298.3M, operating cash flow of -$204.9M, and free cash flow of -$237.8M (-24.9% YoY). On the balance sheet, FLY closed FY2025 with $1.82B in total assets against $0 in total debt (Altman Z-Score: 2.47, Piotroski F-Score: 3/9).
| Fiscal Period | Filing Date | Revenue | Net Income | Operating Cash Flow | Free Cash Flow | Total Assets | Total Debt |
|---|---|---|---|---|---|---|---|
| FY2025 (FY) | 2025-12-31 | $159.9M | -$298.3M | -$204.9M | -$237.8M | $1.82B | — |
| FY2024 (FY) | 2024-12-31 | $60.8M | -$231.1M | -$157.7M | -$190.3M | $407.3M | — |
| FY2023 (FY) | 2023-12-31 | $55.2M | -$135.5M | -$93.4M | -$93.4M | — | — |
3. FLY Data-Verified Investor FAQ (RQD Rating, Sector Peers, SEC Forensics & Technicals)
✓ SCHEMA.ORG FAQPAGE JSON-LD ENABLEDIs FLY stock a Buy, Hold, or Sell right now according to Roarable's RQD model?
As of 2026-11-02, Firefly Aerospace Inc. (NASDAQ: FLY) is rated E (Strong Sell / SELL) by Roarable's 5-pillar RQD engine with a composite confidence score of 22/100 at a spot price of $17.93 (-9.74% 1D, market cap $3.33B). Pillar breakdown: Fundamental Cash Engine 6/20, Institutional 13F & Options Flow 6/20, Executive Insider Alignment 4/20, FRED Macro Regime Fit 3/20, and SEC Balance-Sheet Forensics 3/20. Across 485 tracked Industrials issuers, FLY ranks #465 in composite RQD confidence.
How does FLY compare to ATRO and DCO in the Industrials sector?
Within the Industrials sector (Military/Government/Technical), FLY carries a Roarable E (22/100 RQD), trailing P/E of N/A, gross margin of 19.2%, and ROIC of -35.0%. By comparison, ATRO (Astronics Corporation) holds a D+ grade (53/100 RQD, P/E 92.1x, ROIC 13.2%, cap $2.70B) and DCO (Ducommun Incorporated) posts a D- grade (40/100 RQD, P/E N/A, ROIC -3.1%, cap $2.54B). Among the 5-stock peer group, KBR leads on earnings multiple (11.6x) while KBR leads on capital efficiency (17.3% ROIC).
What are the biggest fundamental strengths and SEC risk factors for FLY?
Per FLY's SEC EDGAR XBRL 10-K filing (FY2025, filed 2025-12-31, CIK 0001860160), Firefly Aerospace Inc. generated $159.9M in revenue (+163.0% YoY), -$298.3M in net income, and -$237.8M in free cash flow against $1.82B in total assets and $0 in total debt. Key quantitative strengths: Established market leader in Industrials with deep daily trading liquidity.. Primary risk factors monitored: Company executives have done more routine share selling than personal cash buying lately.. Institutional options positioning shows a 50% call / 50% put premium split.
Where is FLY trading relative to its 50-day, 200-day, and 52-week technical levels?
FLY last traded at $17.93 (-9.74% on volume of 2,959,014 shares), positioning the stock -13.72% below its 50-day simple moving average ($20.78) and -33.96% below its 200-day simple moving average ($27.15). Across its 52-week range of $15.99 to $62.17, FLY sits at the 4.2% percentile with a 14-day RSI of 51.2 (NEUTRAL RANGE) and an implied next-earnings move of ±12.5% ($15.69 to $20.17).
FLY Investor FAQ & Complete 8-Part Research Index
100% OPEN ACCESS • SEC EDGAR × CBOE × FREDWhy is FLY stock moving today?
Why FLY Stock dropped -9.74% Today — RQD Quant Desk Flash. Stretched risk/reward at current multiples (-35% return on capital) under elevated 10-year interest-rate pressure.
ROARABLE RATING BRIEF • RQD 22/100 (E)
✓ STAGE-C NUMBER FIREWALL VERIFIED
FLY — Firefly Aerospace Inc.: What the Facts Mean to a Prospective Investor
Engine: anthropic/claude-haiku-5.5
As of: 2026-11-02T15:23:37Z
Roarable Rating Brief: What This Means to a Prospective Investor
The Roarable RQD Score is 22, graded E, with the verdict "Roarable Strong Sell — Forensic Risk / Avoid" (per the Roarable RQD rating). Each of the five pillars scores 6 or below out of 20. The Fundamental Cash Engine scores 6/20, citing ROIC of -35% and FCF yield of -7.15% (per the Roarable RQD rating and market data). Whale 13F Flow scores 6/20 on institutional accumulation and options positioning. Insider Conviction scores 3/20 on SEC Form 4 and Congressional PTR cluster flow. Macro Regime Fit scores 3/20, reflecting a Beta of 1.0 and sector sensitivity. Forensic Balance Sheet scores 4/20, citing Altman Z 2.47, Piotroski F 3/9, and Debt/Equity 0.5 (per the Roarable RQD rating).
For a prospective investor, the pillar profile indicates that the rating model sees weakness across cash generation, insider conviction, and macro fit, with the balance sheet scored as forensically weak. Upside drivers the data does not confirm include any reversal in the negative ROIC and FCF yield. Valuation tradeoffs are difficult to assess because P/E and EV/EBITDA are not available in source data, while the stock trades at $19.87 against a 52-week range of $15.99 - $62.17. This brief describes the rating and its inputs; it is not personalized financial advice.
Business
Firefly Aerospace Inc. (FLY) is a NASDAQ-listed issuer in the Industrials sector, operating in the Military/Government/Technical industry (per the company profile). The source data does not describe its specific products, customers, or revenue model. Reported revenue of $159.9M for FY 2025 (per the SEC financials) indicates an operating business, but the source does not identify the sources of that revenue. Market capitalization is $3.3B (per the market data).
Financial Trend
| Period | Revenue | Operating Income | Net Income | EPS | FCF | Cash | Debt |
|---|---|---|---|---|---|---|---|
| FY 2025 | $159.9M | $-260.7M | $-298.3M | N/A | $-237.8M | $793.0M | N/A |
| FY 2024 | $60.8M | $-209.5M | $-231.1M | N/A | $-190.3M | $123.4M | N/A |
| FY 2023 | $55.2M | $-131.9M | $-135.5M | N/A | $-93.4M | N/A | N/A |
Reported revenue grew from $55.2M in FY 2023 to $159.9M in FY 2025, while operating losses widened from $-131.9M to $-260.7M over the same period (per the SEC financials). Gross margin is 19.2%, while operating and net margins are each -60% and ROIC is -35% (per the market data). The Altman Z-Score is 2.47 and the Piotroski F-Score is 3/9, as reported in the Roarable RQD rating. Debt/Equity is 0.5 per the Roarable RQD rating; debt figures are N/A in the SEC financials and cash is $793.0M for FY 2025.
Recent Catalysts & News Wire Analysis
The news wire contains six items, all tagged to FLY. Two are labeled RISK WATCH (red): a headline "Firefly Stock Rises After MoonFall Mission Update" (Benzinga) and "Firefly Aerospace Completes Preliminary Design Review for NASA MoonFall Mission" (markets.businessinsider.com). The remaining four are MARKET WIRE (yellow) items from Yahoo! Finance Canada, The Motley Fool (two items), and Yahoo Finance Singapore. The Motley Fool item "Firefly Aerospace vs. Rocket Lab: Which Industrials Stock Is a Better Buy in 2026?" is a comparative headline without supporting figures in the source. The Butterfly Supply-Chain Graph reports no supply-chain links and no proprietary signals.
Open Questions
- What are the specific products, customers, and revenue drivers behind the reported FY 2025 revenue of $159.9M?
- What is the company's debt position in absolute terms, given that debt is N/A in the SEC financials while Debt/Equity is 0.5?
- What is the basis for the MoonFall mission references in the news items, and what is their revenue or cost relevance?
- What drove the widening operating loss from $-131.9M to $-260.7M across FY 2023 to FY 2025?
- What are the forward earnings and valuation multiples, given that P/E, forward P/E, and EV/EBITDA are unavailable?
FLY Live News Feed, Press Releases & Catalyst Wire
Real-time company headlines, analyst actions, and sector developments for Firefly Aerospace Inc. (FLY) • Click "Debate This Headline" to argue it in the Roar Pit below
🟡 MARKET WIRE Yahoo! Finance Canada • 13h ago
Firefly Aerospace Inc. (FLY) Stock Price, News, Quote & History Yahoo! Finance Canada report covering Firefly Aerospace Inc. (FLY) market action, institutional positioning, and fundamental catalysts.
🟡 MARKET WIRE The Motley Fool • 16h ago
Firefly Aerospace vs. Rocket Lab: Which Industrials Stock Is a Better Buy in 2026? The Motley Fool report covering Firefly Aerospace Inc. (FLY) market action, institutional positioning, and fundamental catalysts.
🔴 RISK WATCH Benzinga • 19h ago
Firefly Stock Rises After MoonFall Mission Update Benzinga report covering Firefly Aerospace Inc. (FLY) market action, institutional positioning, and fundamental catalysts.
🔴 RISK WATCH markets.businessinsider.com • 22h ago
Firefly Aerospace Completes Preliminary Design Review for NASA MoonFall Mission markets.businessinsider.com report covering Firefly Aerospace Inc. (FLY) market action, institutional positioning, and fundamental catalysts.
🟡 MARKET WIRE Yahoo Finance Singapore • 1d ago
Firefly Aerospace Inc. (FLY) stock price, news, quote and history Yahoo Finance Singapore report covering Firefly Aerospace Inc. (FLY) market action, institutional positioning, and fundamental catalysts.
🟡 MARKET WIRE The Motley Fool • 1d ago
How to Buy Firefly Aerospace Stock (FLY) The Motley Fool report covering Firefly Aerospace Inc. (FLY) market action, institutional positioning, and fundamental catalysts.
🟡 MARKET WIRE The Motley Fool • 1d ago
AST SpaceMobile vs. Firefly Aerospace: Which Space-Based Venture's Stock Is a Better Buy in 2026? The Motley Fool report covering Firefly Aerospace Inc. (FLY) market action, institutional positioning, and fundamental catalysts.
🟡 MARKET WIRE The Motley Fool • 1d ago
Why Did Firefly Aerospace Stock Just Crash? The Motley Fool report covering Firefly Aerospace Inc. (FLY) market action, institutional positioning, and fundamental catalysts.
🔥 THE ROAR PIT • LIVE COMMUNITY DEBATE
3 Active Posts & Replies
FLY Bull vs. Bear Conversation Board — What's Your Call at $17.93?
🐂 33% BULLISH CONVICTION COMMUNITY TUG-OF-WAR ON FLY 🐻 67% BEARISH CONVICTION
RO RoarDesk_Moderator Roarable Research Desk 🐻 BEARISH
🎯 Target: $17.49 (-12.0%)
📌 Pinned Debate 🔥 Official Bull vs. Bear Debate: Is FLY (E • RQD 22/100) a Buy at $19.87?
Welcome to the FLY (Firefly Aerospace Inc.) Roar Pit. Current RQD Composite is 22/100 (Roarable Strong Sell — Forensic Risk / Avoid) in Military/Government/Technical. Bulls point to operating leverage and sector positioning, while bears focus on macro rate sensitivity and margin execution. Pick your side (🐂 Bull or 🐻 Bear) and drop your price target below.
MU MultipleCompression Forensic Accounting Watch 🐻 BEARISH
🎯 Target: $15.70 (-21.0%)
Spot @ $19.87 Pump the brakes on FLY — check the valuation vs. margin headwinds
Everyone in here is repeating the bull case on FLY, but look at what you are paying: current EV/EBITDA multiples with 19.2% gross margins. Unless Firefly Aerospace Inc. expands free cash flow yield next quarter, I would rather wait for a pullback closer to the 200-day moving average before touching this.
AL AlphaFlow_Cap Verified K Arena Trader 🐂 BULLISH
🎯 Target: $24.64 (+24.0%)
Spot @ $19.87 FLY cash flow & RQD setup is being underpriced by the Street here
Looking at the 5-pillar RQD breakdown on FLY, the market is fixating on short-term headline noise in Military/Government/Technical and ignoring the balance sheet and cash flow trajectory. At $19.87 (52-wk range $15.99 - $62.17), any beat on forward guidance forces shorts and underweight funds to chase.