37,037 Shares in Firefly Aerospace, Inc. $FLY Acquired by Sei Investments Co.

Sei Investments Co. acquired a new stake in shares of Firefly Aerospace, Inc. (NASDAQ:FLY) in the first quarter, according to its most recent disclosure with the SEC. The firm acquired 37,037 shares of the company’s stock, valued at approximately $1,054,000.

Several other institutional investors and hedge funds have also recently modified their holdings of the stock. BNP Paribas Financial Markets bought a new position in shares of Firefly Aerospace during the third quarter worth $26,000. CIBC Private Wealth Group LLC purchased a new position in Firefly Aerospace during the third quarter valued at $26,000. California State Teachers Retirement System bought a new stake in Firefly Aerospace in the 4th quarter valued at $30,000. NBC Securities Inc. purchased a new stake in Firefly Aerospace in the 4th quarter worth $38,000. Finally, KBC Group NV purchased a new stake in Firefly Aerospace in the 1st quarter worth $38,000.

Firefly Aerospace Price Performance

Firefly Aerospace stock opened at $26.54 on Thursday. The firm has a 50-day moving average price of $26.27 and a 200-day moving average price of $29.45. The firm has a market capitalization of $4.25 billion and a PE ratio of -9.03. The company has a current ratio of 2.53, a quick ratio of 2.53 and a debt-to-equity ratio of 0.02. Firefly Aerospace, Inc. has a 12-month low of $16.00 and a 12-month high of $62.17.

Firefly Aerospace (NASDAQ:FLY) last issued its quarterly earnings results on Tuesday, August 11th. The company reported ($0.42) earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of ($0.50) by $0.08. The firm had revenue of $117.68 million during the quarter. Firefly Aerospace had a negative return on equity of 23.01% and a negative net margin of 126.64%.Firefly Aerospace’s revenue was up 659.2% on a year-over-year basis. During the same period in the prior year, the business posted ($5.78) earnings per share. As a group, equities research analysts forecast that Firefly Aerospace, Inc. will post -1.83 EPS for the current year.

Wall Street Analysts Forecast Growth

A number of brokerages have recently weighed in on FLY. Weiss Ratings upgraded Firefly Aerospace from a “sell (e+)” rating to a “sell (d-)” rating in a research report on Thursday, June 25th. Wall Street Zen upgraded Firefly Aerospace from a “strong sell” rating to a “sell” rating in a research report on Sunday, June 7th. Morgan Stanley raised their price target on Firefly Aerospace from $33.00 to $37.00 and gave the company an “equal weight” rating in a report on Tuesday, May 5th. KeyCorp raised Firefly Aerospace from a “sector weight” rating to an “overweight” rating and set a $50.00 price objective on the stock in a research note on Monday, June 15th. Finally, Deutsche Bank Aktiengesellschaft reiterated a “buy” rating and set a $35.00 target price on shares of Firefly Aerospace in a research report on Tuesday, May 5th. Seven equities research analysts have rated the stock with a Buy rating, four have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average target price of $36.82.

Key Headlines Impacting Firefly Aerospace

Here are the key news stories impacting Firefly Aerospace this week:

• Positive Sentiment: Firefly reported second-quarter revenue of $117.7 million, up 659% year over year, while its adjusted loss of $0.42 per share beat the $0.50 consensus estimate. The results highlight accelerating demand across its launch and spacecraft businesses. Firefly second-quarter financial results
• Positive Sentiment: The company maintained its 2026 revenue outlook of $420 million to $450 million and said its backlog has reached approximately $1.5 billion. Management also emphasized plans to scale spacecraft production and ramp Alpha rocket manufacturing. Firefly revenue outlook and backlog
• Positive Sentiment: Firefly extended its multi-launch agreement with Lockheed Martin through 2031, covering up to 25 launches using the Alpha Block II configuration. The agreement provides longer-term customer visibility and supports the company’s production expansion. Lockheed Martin agreement extension
• Neutral Sentiment: Analyst views remain mixed. Cantor Fitzgerald reiterated an Overweight rating with a $35 target, while B. Riley maintained Buy but reduced its target to $50. Goldman Sachs analyst Noah Poponak reiterated Hold, citing ongoing cash burn and an unchanged outlook.
• Negative Sentiment: Firefly remains deeply unprofitable, reporting a negative net margin and continuing quarterly losses. Reports also noted that vehicle production is increasing even as launches lag, creating execution and cash-consumption risks during the Alpha ramp. Firefly production and launch update

Insiders Place Their Bets

In other Firefly Aerospace news, General Counsel David Leigh Wheeler sold 3,765 shares of the business’s stock in a transaction dated Monday, May 18th. The shares were sold at an average price of $45.12, for a total value of $169,876.80. Following the completion of the sale, the general counsel directly owned 142,758 shares of the company’s stock, valued at $6,441,240.96. The trade was a 2.57% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. 7.50% of the stock is owned by insiders.

Firefly Aerospace Company Profile

Firefly Aerospace (NASDAQ:FLY) is a U.S.-based aerospace company that designs, manufactures and operates launch vehicles and in-space systems for commercial, civil and national security customers. The company focuses on providing end-to-end small- and medium-lift launch services, mission integration and spacecraft hardware to support satellite deployment and on-orbit operations.

Firefly’s product portfolio includes the Alpha small launch vehicle, developed to carry small satellites to low Earth orbit, and plans for larger vehicles and in-space capabilities to address a range of payload sizes and mission profiles.