Ghisallo Capital Management LLC Takes $4.69 Million Position in Firefly Aerospace, Inc. $FLY

Ghisallo Capital Management LLC bought a new position in Firefly Aerospace, Inc. (NASDAQ:FLY) in the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm bought 160,000 shares of the company’s stock, valued at approximately $4,691,000. Ghisallo Capital Management LLC owned 0.11% of Firefly Aerospace at the end of the most recent reporting period.

A number of other institutional investors have also recently bought and sold shares of the business. Canal Insurance CO bought a new stake in Firefly Aerospace in the 3rd quarter valued at $293,000. Harel Insurance Investments & Financial Services Ltd. bought a new position in shares of Firefly Aerospace during the 3rd quarter worth about $293,000. Teacher Retirement System of Texas acquired a new stake in shares of Firefly Aerospace during the 3rd quarter valued at about $3,836,000. LBP AM SA bought a new stake in Firefly Aerospace in the third quarter valued at about $1,795,000. Finally, Phoenix Financial Ltd. bought a new stake in Firefly Aerospace in the third quarter valued at about $14,468,000.

Trending Headlines about Firefly Aerospace

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 Stock Up 1.0%

NASDAQ FLY opened at $23.47 on Friday. The stock’s 50 day simple moving average is $24.37 and its 200 day simple moving average is $27.11. Firefly Aerospace, Inc. has a one year low of $16.00 and a one year high of $73.80. The firm has a market cap of $3.74 billion and a PE ratio of -3.22. The company has a debt-to-equity ratio of 0.03, a current ratio of 6.20 and a quick ratio of 6.20.

Wall Street Analysts Forecast Growth

FLY has been the subject of a number of analyst reports. KeyCorp initiated coverage on shares of Firefly Aerospace in a research note on Thursday, December 18th. They set a “sector weight” rating for the company. Morgan Stanley reissued a “positive” rating on shares of Firefly Aerospace in a report on Thursday. The Goldman Sachs Group raised their target price on Firefly Aerospace from $29.00 to $32.00 and gave the stock a “neutral” rating in a research report on Tuesday, January 20th. Weiss Ratings reiterated a “sell (d-)” rating on shares of Firefly Aerospace in a research report on Monday, December 29th. Finally, JPMorgan Chase & Co. dropped their price objective on Firefly Aerospace from $55.00 to $28.00 and set an “overweight” rating for the company in a research note on Tuesday, November 25th. One investment analyst has rated the stock with a Strong Buy rating, five have assigned a Buy rating, three have assigned a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average price target of $38.88.

About Firefly Aerospace

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.