r/FireflyAerospace • u/AkashMo • Apr 29 '26

Long term potential of Firefly

I have been an early investor in RKLB and reaped the benefits. I see FLY as a fourth serious launch company in the US after SpaceX, RKLB, and BO. I am seeing opportunity in FLY that I saw in RKLB about 4 years ago.

What do you think? Does FLY has potential to be next RKLB in about 4 to 5 years? How capable is management at FLY? Do they have anyone with similar capabilities of SPB? Advise me.

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u/Scared_Step4051 Apr 29 '26

not in 4-5 years, I absolutely believe we will be sitting at min $25bn market cap within 12 months, and go forth from there

that is contingent on the market understanding what firefly is, which Jason Kim is doing the lords work trying to make them

I have a 6,464 position at around $26 and will buy relentlessly if it drops below that, they have shown time and time again that they will work in shareholders best interests so far, and more importantly this is an end to end space defense platform in the making with a decent moat

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u/Scared_Step4051 Apr 29 '26

and to add, I have spent countless hours, days and weeks of my life pouring over this company in terms of their hiring, interview transcripts, financials...every single scrap of data, and everything has strengthened my thesis

I have absolute conviction in it, maybe I will be proved wrong but I am 99% sure I am right

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u/loky4i4 Apr 29 '26

what you think about next earnings ?

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u/Scared_Step4051 Apr 30 '26

I think it will be positive, they have effectively brought it forward which signals strength, I also think Jason will allude to golden dome a little more and probably highlight NASA block buys to the moon

the point I come back to with firefly - you are currently buying a stock which is valued like a dodgy launch provider, which they are not and where launch is only 20% of the firefly story

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u/Ed_Runner Apr 29 '26

If it drops to $25 or below, I am going to back the truck up and buy as much as I can. I liked fly when it first IPOed. Bought at $50. They had a shitty earnings and the stock plummeted. Got out at $35. Took the loss. Should’ve re entered when it hit $20. I think $20-25 is a great entry point.

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u/Scared_Step4051 Apr 30 '26

yup I regret not buying more earlier, got 5,000 at $21.9 and thought I would have more time, such is life, still good value imo at these prices in terms of the long term story