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Firefly Aerospace (FLY) Stock May Be Overvalued Following Its Sweden Launch Deal
Simply Wall St.6h agoneutral
Firefly Aerospace (FLY) Stock May Be Overvalued Following Its Sweden Launch Deal

Firefly Aerospace has seen its share price fall sharply over the past year, which puts a spotlight on a basic question. Is the current US$20.97 price tag still in line with what the business is generating in sales? The stock has declined 53.6% over the past year, which raises fresh doubts about how much investors are willing to pay for each dollar of revenue. A new multi-launch agreement for Alpha rockets from Sweden’s Esrange Space Center, along with radar work tied to the U.S. Space Force,...

Lockheed Martin (LMT) Expands Into AI Airspace Monitoring And Sea Launch
Simply Wall St.24d agoneutral
Lockheed Martin (LMT) Expands Into AI Airspace Monitoring And Sea Launch

Lockheed Martin (NYSE:LMT) showcased its NetSense Airspace Awareness-as-a-Service system, which uses AI and commercial 5G networks to detect unmanned aircraft systems. The NetSense demonstration highlighted potential applications in monitoring airspace around critical infrastructure, public events, and government facilities, in collaboration with partners including Verizon and NVIDIA. Lockheed Martin extended its multi-launch rocket agreement with Firefly Aerospace and agreed to work...

Space Exploration Technologies Corp. (SPCX) Says $100 Billion in Revenue Is Coming by December. Here’s the Math Behind It
Insider Monkey33d agoneutral
Space Exploration Technologies Corp. (SPCX) Says $100 Billion in Revenue Is Coming by December. Here’s the Math Behind It

Space Exploration Technologies Corp. (NASDAQ:SPCX) held its first earnings call as a public company earlier this month, and Elon Musk set an aggressive target: an annualized revenue run rate of $100 billion by December, more than tripling the company’s current run rate of just over $30 billion. According to a Financial Times report, Deutsche Bank […]

Firefly Aerospace (FLY) Is Up 16.2% After Record Q2 Sales And New Lockheed Launch Deal - Has The Bull Case Changed?
Simply Wall St.37d agoneutral
Firefly Aerospace (FLY) Is Up 16.2% After Record Q2 Sales And New Lockheed Launch Deal - Has The Bull Case Changed?

In the second quarter of 2026, Firefly Aerospace reported record sales of US$117.68 million but widened its net loss to US$92.32 million, alongside a two-year extension of its multi-launch agreement with Lockheed Martin for up to 25 Alpha Block II rocket missions through 2031 and a US$93.7 million U.S. Space Force radar contract. These results highlight a business rapidly scaling revenue and securing long-horizon government and defense contracts, while still contending with substantial...

Firefly Aerospace (FLY) Lands Major Space Force Radar Modernization Contract
Simply Wall St.37d agoneutral
Firefly Aerospace (FLY) Lands Major Space Force Radar Modernization Contract

Firefly Aerospace (NasdaqGM: FLY) subsidiary SciTec has secured a major U.S. Space Force contract to modernize ground based radar infrastructure. The agreement centers on upgrading legacy radar systems that support U.S. national defense missions. The work is expected to reinforce Firefly Aerospace’s position in space technology and defense related services. For a broader view on how defense and space projects intersect with high performance computing and data infrastructure, explore the...

Firefly Aerospace Q2 Earnings Call Highlights
MarketBeat38d agoneutral
Firefly Aerospace Q2 Earnings Call Highlights

Firefly Aerospace (NASDAQ:FLY) reported second-quarter revenue of $117.7 million, its first quarterly result above $100 million, as spacecraft programs and national-security software contracts drove growth. Revenue increased 46% sequentially and 659% from the prior-year period, while backlog rose to

Part of a SpaceX Rocket Slammed Into the Moon
The Wall Street Journal44d agoneutral
Part of a SpaceX Rocket Slammed Into the Moon

On the earthly stock market, shares of SpaceX tumbled today. Beyond this world, part of a SpaceX rocket literally crashed into the moon. The European Southern Observatory, a multi-nation group that operates research telescopes, said in social media posts that they detected sodium and lithium signatures in a plume created when the vehicle slammed into the lunar surface early Wednesday.

Firefly Aerospace (FLY) Faces A Valuation Test, Is It Still Below Fair Value?
Simply Wall St.48d agoneutral
Firefly Aerospace (FLY) Faces A Valuation Test, Is It Still Below Fair Value?

Firefly Aerospace (FLY) stock has drawn fresh attention after recent trading moves and updated performance figures. The company’s latest share price, returns and financial profile give investors more concrete data to assess this space-focused business. See our latest analysis for Firefly Aerospace. Over the past month Firefly Aerospace has seen its 30 day share price return fall 28.34% and its 90 day share price return decline 39.85%. This contrasts with a more modest year to date share price...