Firefly Aerospace could be the next Rocket Lab, trading at 12.5x forward EV/revenue versus Rocket Lab's 43x despite lunar capability Rocket Lab lacks. It is the only private company to land cleanly on the Moon, and SciTec defense software is 40% of revenue. 2026 guidance of $435M means 170% growth, with 80% under contract, $893M of cash and three more Blue Ghost missions worth $487M. As SpaceX turns to the Moon ahead of its IPO, Firefly is the only proven lunar surface vendor. x.com 

Firefly Aerospace is growing fast across rockets, lunar landers and AI-enabled missile defense software, and it has been selected for the Golden Dome program. Q1 2026 revenue rose 45% to $80.9M, with full-year guidance of $420-450M and a $1.3B backlog. It is the only commercial company to have launched to orbit on 24-hour notice. x.com 

Firefly Aerospace's launch vehicle is unreliable and plagued with delays. Firefly was slated to launch the Jackal in the US military space exercise covered by @arstechnica but failed to do so, and SpaceX had to fill in. x.com 

Firefly Aerospace looks very attractive at about $27 a share, a $4.5B market cap, after a 53% fall since May, because a high-margin AI and data business is hiding inside the space stock. Blue Ghost 1 returned 120GB of lunar data and NASA ordered $10M more. On Blue Ghost 2, Firefly's Ocula imaging runs Nvidia Jetson in lunar orbit, the first edge AI around the moon, with SciTec software on top and a five-year Elytra mission. In-space data processing is the near-term orbital AI opportunity. x.com 

Firefly Aerospace likely has pretty good risk/reward here because successful execution could reward investors. It remains very unproven in a space industry with zero margin for error, so that upside depends on execution. x.com 

The selloff in smaller space stocks after SpaceX's IPO is an opportunity: it was mechanical rotation into the new benchmark, not a rerating, as Rocket Lab was sold the week it joined the Nasdaq 100. Satellites bill monthly for years while rockets get paid once; AST SpaceMobile stands out with approval and launch cadence. SpaceX is the core holding, Rocket Lab's Neutron the second-mover bet; Firefly, Virgin Galactic and Momentus are lottery tickets or survival cases. Suppliers are ballast. x.com  … Show more

Firefly Aerospace is winning launch share as its Alpha rocket becomes a commercial workhorse, but it is racing a shrinking cash runway. Q1 revenue rose 44.7% to a record $80.9M with $420-450M guidance reiterated, yet free cash flow was -$78.9M and cash of $326.2M leaves about 18 months. SciTec's $109M Space Force FORGE award shows defense steadying the business. A soft Blue Ghost 2 landing in late 2026 secures its finances; a miss will likely trigger a dilutive raise. x.com 

Firefly Aerospace is becoming a defense and orbital-data play with long-term contracts. Its SciTec subsidiary was selected to support the US Space Force's Golden Dome space-based interceptor program, potentially worth up to $3.2 billion. Its Elytra vehicle uses NVIDIA Jetson modules for on-orbit processing, and its $130 million Blue Ghost Mission 2 and planned monthly lunar landings point to a $20 billion opportunity. It has a $1.3 billion backlog and an $811 million liquidity cushion. x.com  … Show more

Space demand remains strong, but setups are uneven. Commercial and government demand is accelerating, making space strategic for decades. Voyager and Redwire have very strong setups, though a Redwire retest is worth waiting for; Rocket Lab reclaimed its two-year trendline after great earnings but must still confirm. AST SpaceMobile failed to reclaim its weekly 50-period average despite great earnings and now faces it as resistance, a poor risk/reward; Firefly and Intuitive Machines look bad. … Show more

Space stocks can create generational wealth this year, and five of them can 10x. AST SpaceMobile has its direct-to-phone constellation and AT&T and Verizon deals; Rocket Lab has Electron launches, Neutron and a space-systems backlog; Firefly Aerospace has Alpha and Eclipse rockets and the Blue Ghost lander; SpaceX has Starship, Falcon, Starlink and AI compute; Intuitive Machines has NASA lunar landers and an infrastructure pipeline. All five grew trailing revenue 53% to 2,257%. x.com  x.com