Temasek Holdings Private Ltd Invests $12.48 Million in Firefly Aerospace, Inc. $FLY

Temasek Holdings Private Ltd purchased a new position in shares of Firefly Aerospace, Inc. (NASDAQ:FLY) in the third quarter, Holdings Channel.com reports. The institutional investor purchased 425,702 shares of the company’s stock, valued at approximately $12,482,000.

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

Wall Street Analysts Forecast Growth

Several research firms have issued reports on FLY. UBS Group set a $33.00 price objective on shares of Firefly Aerospace in a research report on Thursday. KeyCorp began coverage on shares of Firefly Aerospace in a research report on Thursday, December 18th. They set a “sector weight” rating on the stock. Roth Mkm reaffirmed a “buy” rating on shares of Firefly Aerospace in a research note on Monday, November 24th. Morgan Stanley reiterated a “positive” rating on shares of Firefly Aerospace in a report on Thursday. Finally, JPMorgan Chase & Co. reduced their price objective on Firefly Aerospace from $55.00 to $28.00 and set an “overweight” rating on the stock in a report on Tuesday, November 25th. One analyst has rated the stock with a Strong Buy rating, five have issued a Buy rating, three have issued a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average target price of $38.88.

Key Headlines Impacting 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%

Shares of Firefly Aerospace stock opened at $23.47 on Friday. The company has a debt-to-equity ratio of 0.03, a current ratio of 6.20 and a quick ratio of 6.20. The stock has a market cap of $3.74 billion and a price-to-earnings ratio of -3.22. The firm’s 50-day moving average is $24.37 and its two-hundred day moving average is $27.11. Firefly Aerospace, Inc. has a 1 year low of $16.00 and a 1 year high of $73.80.

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.