Temasek Holdings Private Ltd Makes New Investment in Firefly Aerospace, Inc. $FLY

Temasek Holdings Private Ltd acquired a new position in shares of Firefly Aerospace, Inc. (NASDAQ:FLY) during the 3rd quarter, according to its most recent disclosure with the SEC. The institutional investor acquired 425,702 shares of the company’s stock, valued at approximately $12,482,000. Temasek Holdings Private Ltd owned approximately 0.29% of Firefly Aerospace at the end of the most recent reporting period.

Other institutional investors and hedge funds have also recently modified their holdings of the company. WCM Investment Management LLC bought a new stake in Firefly Aerospace in the third quarter worth $19,386,000. TD Asset Management Inc bought a new position in Firefly Aerospace during the third quarter valued at $4,353,000. Phoenix Financial Ltd. bought a new position in Firefly Aerospace during the third quarter valued at $14,468,000. AE Industrial Partners LP purchased a new position in shares of Firefly Aerospace in the 3rd quarter worth $1,063,863,000. Finally, Penserra Capital Management LLC bought a new stake in shares of Firefly Aerospace in the 3rd quarter worth about $3,699,000.

Analyst Upgrades and Downgrades

A number of research analysts recently commented on the stock. KeyCorp assumed coverage on shares of Firefly Aerospace in a report on Thursday, December 18th. They issued a “sector weight” rating for the company. UBS Group set a $33.00 price objective on Firefly Aerospace in a research note on Thursday. Weiss Ratings restated a “sell (d-)” rating on shares of Firefly Aerospace in a research report on Monday, December 29th. Morgan Stanley reaffirmed a “positive” rating on shares of Firefly Aerospace in a research note on Thursday. Finally, Roth Mkm reissued a “buy” rating on shares of Firefly Aerospace in a research report on Monday, November 24th. One equities research analyst has rated the stock with a Strong Buy rating, five 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.com, the company presently has an average rating of “Moderate Buy” and a consensus price target of $38.88.

Key Firefly Aerospace News

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

• Positive Sentiment: Successful Alpha Flight 7 validated Block II upgrades and delivered the Stairway to Seven mission objectives, removing key technical uncertainty ahead of Flight 8. Firefly Aerospace Successfully Launches Alpha Flight 7
• Positive Sentiment: Multiple outlets report the return-to-flight and orbit insertion — headlines and social coverage drove buying interest and intraday volume spikes as investors priced in lower technical risk. Firefly Aerospace (FLY) Is Up 14.0% After Validating Alpha Block II Upgrades In Orbit – What’s Changed
• Neutral Sentiment: Industry and technical write-ups (NASAspaceflight, SpaceNews) confirm the mission details and that Alpha has returned to flight, providing transparency but not immediate revenue guidance. Firefly Alpha FLTA007 “Stairway to Seven” launches successfully
• Neutral Sentiment: Firefly set a near-term corporate event: Q4 2025 results will be released after market close on March 19, 2026 — a scheduled catalyst that could swing sentiment depending on cash burn and guidance. Firefly Aerospace to Announce Fourth Quarter 2025 Financial Results on March 19, 2026
• Negative Sentiment: Analysts caution this is an early step — Seeking Alpha highlights a 43% historical launch success rate, significant YTD share weakness, and higher expected 2026 cash burn; the firm’s view: success must translate into reliable cadence and improved economics before risk premia fade. Firefly Aerospace: Successful Launch Validates Alpha, But The Real Test Is Cadence
• Negative Sentiment: Past launch failures and recent schedule slips remain investor concerns; until Firefly demonstrates repeatable, frequent successful launches and clearer financial runway, stock volatility is likely to persist. Firefly Aerospace’s Alpha rocket reaches orbit on 1st launch since explosive accidents last year (video)

Firefly Aerospace Price Performance

FLY stock opened at $23.47 on Friday. The stock has a market cap of $3.74 billion and a PE ratio of -3.22. Firefly Aerospace, Inc. has a 12 month low of $16.00 and a 12 month high of $73.80. The company has a 50-day moving average price of $24.37 and a 200 day moving average price of $27.11. The company has a current ratio of 6.20, a quick ratio of 6.20 and a debt-to-equity ratio of 0.03.

Firefly Aerospace 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.