🚀 Key Points from Latest Analysis
Analyst Consensus and Price Targets:
The consensus rating from analysts is generally a Buy (a mix of "Strong Buy" and "Buy" ratings).
The average 12-month analyst price target is approximately $37.00 - $38.43, with a range of targets from a low of $27.00 to a high of $65.00.
The stock's last closing price on December 12, 2025, was $22.10, indicating a significant potential upside based on the average target.
Q3 2025 Financial Performance (Reported November 12, 2025):
Revenue Beat: Firefly Aerospace reported revenue of $30.8 million, beating the consensus estimate of roughly $27.7 - $28.9 million. This also represented significant quarter-over-quarter and year-over-year growth.
EPS Beat: The adjusted loss per share of -$0.33 was narrower than the consensus estimate of a loss around -$0.41 to -$0.42 per share.
Raised Guidance: Management raised the full-year 2025 revenue guidance to a range of $150 million to $158 million, which was well above prior analyst expectations.
Backlog & Contracts: The company's contract backlog increased to $1.3 billion, driven by major new NASA awards, including a $176.7 million contract for the Blue Ghost Mission 4.
Acquisition: The company recently closed the strategic acquisition of SciTec, which is intended to bolster its national security capabilities.
Recent Corporate Development:
The company recently appointed Ramon Sanchez as its new Chief Operating Officer (effective Dec 22, 2025) to oversee operations and focus on enhancing safety, quality, and reliability in production. $FLY $BNB $XRP #BinanceAlphaAlert #BinanceBlockchainWeek #WriteToEarnUpgrade #USJobsData #BTCVSGOLD
