Most space stocks are either privately held or burning cash with no real business behind them. 🚀
Firefly Aerospace is different. It IPO'd on Nasdaq in August 2025 and in less than a year it has launched rockets, landed on the moon, won Golden Dome contracts, collaborated with Nvidia, and built a $1.3 billion backlog. 🌙
The weekly chart has pulled back hard from the highs. The demand zone is below current price. Patient traders get rewarded here. ⏳
The numbers are real and accelerating. 💪 Full year 2025 revenue grew 163% year over year. 🤯 Q4 2025 revenue hit $57.7 million, up 541% year over year and 92% quarter over quarter. Q1 2026 delivered another record with revenue of $80.9 million, up 40% from the prior quarter. 📈
Full year 2026 revenue is guided at $420 million to $450 million, with 80% of that guidance already booked going into the year. 🔒
The total backlog stands at $1.3 billion. Cash on the balance sheet is $793 million, providing years of runway. 💵
The contract newsflow is extraordinary. 🏆 Firefly was selected to support the Golden Dome space based interceptor programme, one of the most strategically significant US national security space initiatives. 🛡️
NASA awarded Firefly a $75 million subcontract from its Jet Propulsion Laboratory to deliver four drones to the moon's south pole, making FLY the only publicly listed company among the winners of NASA's new moon economy contracts. 🌕
SciTec, Firefly's AI defence software subsidiary, won an Air Force Research Laboratory contract to develop advanced deep learning and sensing algorithms for the Cloud Based Command and Control programme supporting NORAD, USNORTHCOM and PACAF. 🤖
A $109 million engineering change award was received under the FORGE programme. ⚡ Firefly also announced collaborations with Nvidia and Seagate Space for AI enabled space systems. 🔬
The stock IPO'd at $16.00 in August 2025 and has since risen over 157% year to date, crushing the S&P 500's roughly 8.7% gain over the same period. 📊
Firefly priced a follow on equity offering of 4 million new shares at $48.00 per share in May 2026, raising approximately $576 million to fund accelerated growth. 💰 B. Riley initiated coverage with a Buy rating and a $60 price target. Deutsche Bank raised its target to $35 and maintains a Buy rating. The 52 week range sits between $9.89 and $75.00. 🎯
The weekly chart has pulled back sharply from recent highs into a clean demand zone. ✅ Price is approaching the level. The backlog is locked. The contracts are real. The setup is here. 📊
🟢 Buy Zone ~ $25.06 area (0.236 Fibonacci Weekly)
Weekly demand zone with Fibonacci confluence. Price has retraced from highs into a level where institutional buyers are expected to step in.
💰 Entry: $25.06
🛑 Stop: $22.22 (11.333% below entry)
🎯 Target: $73.56 (193.5% upside from entry)
📈 Risk/Reward Ratio: 17.08
📅 Next Earnings: Q2 2026
💵 Cash: $793 million
🔒 Backlog: $1.3 billion
🌍 52 Week Range: $9.89 to $75.00
Rockets launching. 🚀 Moon drones confirmed. 🌕 Golden Dome selected. 🛡️ AI defence software winning contracts. 🤖
The weekly zone is the entry. Let price come to the level and let the trade do the work. ✅
⚠️ Not financial advice. Manage your risk.
Firefly Aerospace is different. It IPO'd on Nasdaq in August 2025 and in less than a year it has launched rockets, landed on the moon, won Golden Dome contracts, collaborated with Nvidia, and built a $1.3 billion backlog. 🌙
The weekly chart has pulled back hard from the highs. The demand zone is below current price. Patient traders get rewarded here. ⏳
The numbers are real and accelerating. 💪 Full year 2025 revenue grew 163% year over year. 🤯 Q4 2025 revenue hit $57.7 million, up 541% year over year and 92% quarter over quarter. Q1 2026 delivered another record with revenue of $80.9 million, up 40% from the prior quarter. 📈
Full year 2026 revenue is guided at $420 million to $450 million, with 80% of that guidance already booked going into the year. 🔒
The total backlog stands at $1.3 billion. Cash on the balance sheet is $793 million, providing years of runway. 💵
The contract newsflow is extraordinary. 🏆 Firefly was selected to support the Golden Dome space based interceptor programme, one of the most strategically significant US national security space initiatives. 🛡️
NASA awarded Firefly a $75 million subcontract from its Jet Propulsion Laboratory to deliver four drones to the moon's south pole, making FLY the only publicly listed company among the winners of NASA's new moon economy contracts. 🌕
SciTec, Firefly's AI defence software subsidiary, won an Air Force Research Laboratory contract to develop advanced deep learning and sensing algorithms for the Cloud Based Command and Control programme supporting NORAD, USNORTHCOM and PACAF. 🤖
A $109 million engineering change award was received under the FORGE programme. ⚡ Firefly also announced collaborations with Nvidia and Seagate Space for AI enabled space systems. 🔬
The stock IPO'd at $16.00 in August 2025 and has since risen over 157% year to date, crushing the S&P 500's roughly 8.7% gain over the same period. 📊
Firefly priced a follow on equity offering of 4 million new shares at $48.00 per share in May 2026, raising approximately $576 million to fund accelerated growth. 💰 B. Riley initiated coverage with a Buy rating and a $60 price target. Deutsche Bank raised its target to $35 and maintains a Buy rating. The 52 week range sits between $9.89 and $75.00. 🎯
The weekly chart has pulled back sharply from recent highs into a clean demand zone. ✅ Price is approaching the level. The backlog is locked. The contracts are real. The setup is here. 📊
🟢 Buy Zone ~ $25.06 area (0.236 Fibonacci Weekly)
Weekly demand zone with Fibonacci confluence. Price has retraced from highs into a level where institutional buyers are expected to step in.
💰 Entry: $25.06
🛑 Stop: $22.22 (11.333% below entry)
🎯 Target: $73.56 (193.5% upside from entry)
📈 Risk/Reward Ratio: 17.08
📅 Next Earnings: Q2 2026
💵 Cash: $793 million
🔒 Backlog: $1.3 billion
🌍 52 Week Range: $9.89 to $75.00
Rockets launching. 🚀 Moon drones confirmed. 🌕 Golden Dome selected. 🛡️ AI defence software winning contracts. 🤖
The weekly zone is the entry. Let price come to the level and let the trade do the work. ✅
⚠️ Not financial advice. Manage your risk.
Penafian
Maklumat dan penerbitan adalah tidak bertujuan, dan tidak membentuk, nasihat atau cadangan kewangan, pelaburan, dagangan atau jenis lain yang diberikan atau disahkan oleh TradingView. Baca lebih dalam Terma Penggunaan.
Penafian
Maklumat dan penerbitan adalah tidak bertujuan, dan tidak membentuk, nasihat atau cadangan kewangan, pelaburan, dagangan atau jenis lain yang diberikan atau disahkan oleh TradingView. Baca lebih dalam Terma Penggunaan.