Cantor Fitzgerald has initiated coverage on Firefly Aerospace Inc (FLY) with an Overweight rating, marking the firm's first assessment of the company. This rating reflects Cantor Fitzgerald's analysis of Firefly's business dynamics and growth prospects within the aerospace and defense sector.
Headquartered in Cedar Park, Texas, Firefly Aerospace specializes in the design and manufacture of space launch vehicles. The company went public on August 7, 2025, and has established a comprehensive mission solution platform for national security, government, and commercial customers. Firefly's offerings include the Alpha orbital rocket, which has successfully completed four launches, and the reusable Eclipse rocket. Additionally, its Spacecraft Solutions feature the Blue Ghost lander and Elytra, which leverage advanced rocket engine technology.
As of September 1, 2025, Firefly's stock is priced at $16.61, with a market capitalization of $2.7 billion. The company reported an EPS of -3.40 for the trailing twelve months. Upcoming earnings are anticipated on November 12, 2025, with an estimated EPS of -0.41 and revenue of $28.0 million.
Analyst opinions, such as Cantor Fitzgerald's, serve as valuable insights but should be considered alongside various factors, including company fundamentals and market conditions. The current analyst consensus for Firefly Aerospace indicates a Buy rating, with 2 Strong Buy, 5 Buy, 3 Hold, and no Sell or Strong Sell ratings among 10 total analysts. Recent actions include ratings from Deutsche Bank, Goldman Sachs, Jefferies, and JP Morgan, all initiated on September 2, 2025, reflecting a diverse range of perspectives on the company's potential.