Keybanc has initiated coverage on Firefly Aerospace Inc (FLY) with a Sector Weight rating, marking the firm's first assessment of the company. Firefly Aerospace, headquartered in Cedar Park, Texas, specializes in the design and manufacture of space launch vehicles. The company went public on August 7, 2025, and currently holds a market capitalization of $3.0 billion.
The firm provides comprehensive mission solutions to national security, government, and commercial customers, with products including the Alpha orbital rocket and the Eclipse, a reusable version of Alpha. Additionally, Firefly's Spacecraft Solutions feature the Blue Ghost lander and Elytra, which leverage advanced rocket engine technology.
This update provides insight into the investment landscape surrounding Firefly, as analyst ratings often reflect professional opinions based on extensive research and financial models. As of December 1, 2025, the analyst consensus for Firefly shows 2 Strong Buy, 6 Buy, and 3 Hold ratings, with no Sell or Strong Sell recommendations.
Investors should note that analyst ratings are subject to change as new information emerges, and they should consider various factors—including company fundamentals and industry trends—when making investment decisions.