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Firefly Aerospace: Riding The Space Race Higher

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  • Firefly Aerospace Inc. trading at a discount to peers amid strong quarterly results and robust backlog growth.
  • The Q2 backlog surged to a record $1.5 billion, supported by moon landing missions and Lockheed Martin launches, supporting a strong long-term growth trajectory.
  • FLY's revenue guidance for 2026 remains $420–$450 million, with order timing causing quarterly volatility.
  • The stock only trades at 4x 2028 sales targets, while rocket launch companies trade at multiples of this price.
Firefly Aerospace Inc. (FLY) was an amazing gift on the dip back to support around $20. The space infrastructure company continues to pull large orders as Firefly expands manufacturing capabilities to ride the space race. My investment thesis remains ultra Bullish on FLY stock, which is trading at a discount to other rocket launch and space companies.



Read the full article on Seeking Alpha.

Disclosure: No position. mentioned. Please review the disclaimer page for more details

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