Roth Capital Predicts Lower Earnings for Firefly Aerospace

Firefly Aerospace, Inc. (NASDAQ:FLY) – Equities research analysts at Roth Capital dropped their Q4 2025 earnings per share (EPS) estimates for shares of Firefly Aerospace in a research note issued on Thursday, November 13th. Roth Capital analyst S. Desilva now anticipates that the company will post earnings per share of ($0.34) for the quarter, down from their previous estimate of ($0.32). Roth Capital currently has a “Buy” rating and a $30.00 price objective on the stock. Roth Capital also issued estimates for Firefly Aerospace’s Q1 2026 earnings at ($0.30) EPS, Q2 2026 earnings at ($0.14) EPS, Q3 2026 earnings at ($0.04) EPS, Q4 2026 earnings at $0.12 EPS and FY2026 earnings at ($0.36) EPS.

A number of other research analysts have also weighed in on FLY. Jefferies Financial Group raised Firefly Aerospace to a “strong-buy” rating in a report on Tuesday, September 2nd. Weiss Ratings initiated coverage on shares of Firefly Aerospace in a research report on Friday, October 31st. They set a “sell (d-)” rating for the company. The Goldman Sachs Group assumed coverage on Firefly Aerospace in a report on Tuesday, September 2nd. They issued a “neutral” rating and a $54.00 price target on the stock. Zacks Research raised Firefly Aerospace to a “hold” rating in a report on Thursday, September 4th. Finally, Deutsche Bank Aktiengesellschaft raised Firefly Aerospace from a “hold” rating to a “buy” rating and lowered their target price for the company from $40.00 to $30.00 in a report on Thursday. One analyst has rated the stock with a Strong Buy rating, four have assigned a Buy rating, three have given a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat, Firefly Aerospace presently has an average rating of “Moderate Buy” and a consensus price target of $49.43.

Firefly Aerospace Stock Performance

Shares of FLY opened at $22.95 on Monday. The firm has a 50 day simple moving average of $31.05. Firefly Aerospace has a twelve month low of $18.21 and a twelve month high of $73.80.

Firefly Aerospace (NASDAQ:FLY) last issued its quarterly earnings results on Wednesday, November 12th. The company reported ($0.33) earnings per share for the quarter, topping the consensus estimate of ($0.42) by $0.09. The company had revenue of $30.78 million for the quarter, compared to analyst estimates of $28.93 million. The firm’s revenue was up 37.5% compared to the same quarter last year. Firefly Aerospace has set its FY 2025 guidance at EPS.

Institutional Investors Weigh In On Firefly Aerospace

Several hedge funds have recently made changes to their positions in the business. BNP Paribas Financial Markets acquired a new position in Firefly Aerospace in the third quarter valued at $26,000. Zurcher Kantonalbank Zurich Cantonalbank purchased a new stake in Firefly Aerospace in the 3rd quarter valued at about $55,000. SBI Securities Co. Ltd. acquired a new position in shares of Firefly Aerospace during the 3rd quarter valued at about $74,000. Sandia Investment Management LP purchased a new position in shares of Firefly Aerospace during the 3rd quarter worth about $147,000. Finally, HUB Investment Partners LLC acquired a new stake in shares of Firefly Aerospace in the third quarter worth approximately $206,000.

Firefly Aerospace Company Profile

Firefly Aerospace is a market leading space and defense technology company with an established track record of success providing comprehensive mission solutions to national security, government, and commercial customers. Our mission is to enable responsive, regular, and reliable launch, transit, and operations in space for our customers across the globe.