Out Fox The $treet

  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

  Redwire recently completed a SPAC deal and no surprisingly immediately traded below $10. The company focuses on space infrastructure and expects to hit 2021 revenue of $163 million. The stock trades at less than 2x 2022 revenue estimates making for a good starter position. Looking for more investing ideas like this one? Get them exclusively at Out Fox The Street.  Learn More » The space sector has garnered a lot of attention lately with several launches of tourist flights along with Cathie Wood's ARK Invest launching a space ETF,  ARK Space Exploration & Innovation   (BATS: ARKX ) . A lot of the stocks are richly priced, but the completion of a SPAC deal and a legacy infrastructure pure play in the sector offers a solid deal for  Redwire   (NYSE: RDW )  investors. My investment thesis is very Bullish on the ignored space tech play. Read the full article on Seeking Alpha.  Disclosure: No position mentioned. Please review the disclaimer page ...