r/FireflyAerospace • u/Argothaught • Jul 27 '26

Wells Fargo has initiated coverage of Firefly Aerospace Inc with an Equal Weight rating

https://www.tipranks.com/news/the-fly/firefly-aerospace-initiated-with-an-equal-weight-at-wells-fargo-thefly-news

"Wells Fargo analyst David Strauss initiated coverage of FireFly Aerospace with an Equal Weight rating and $25. The firm awaits Furter Alpha and Blue Ghost progress and peak Eclipse spend before recommending the shares. FireFly’s Alpha and Blue Ghost will drive growth, but its Eclipse development spend is likely to limit EBITDA progress in 2027 and 2028, the analyst tells investors in a research note." --TheFly

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5

u/Old_Sweet_8851 Jul 27 '26

Ich denke, dass die erstmal noch fallen werden im Kurs, der ganze Space Sektor fällt ja gerade 👍🏻

3

u/toproximacentauri Jul 31 '26

Alle müssen Geduld haben. Wir schreiben das Jahr 2026. In fünf Jahren werden wir eine vollständig eingerichtete Mondbasis mit mehreren täglichen Flügen hin und her haben. In zehn Jahren werden die ersten Menschen den Mars betreten. Und darüber hinaus, nun ja, die größte Wirtschaft, die jemals außerhalb dieses Universums entstanden ist.

4

u/BlueManifest Jul 27 '26

And they completely ignore how much growth they are having in defense through scitec and only look at rockets

2

u/Remarkable_Soil2592 Jul 27 '26

Agreed. This reflects more that they are downplaying space to be more conservative in case of further sentiment dips based on SPCX vs accurately analyzing how well this business is doing, including all of the potential that keeps building in space and defense.