Why Firefly Aerospace Stock Is Flying Higher Today

Firefly Aerospace stock surged 10% after reporting strong Q3 2026 results, including $110.7M in revenue (beating expectations), a record $1.7B backlog, and improved loss per share. The company projects 178% year-over-year revenue growth for full-year 2026. Analysts raised price targets, though the company remains unprofitable.

11/11/2026, 11:32 AM • The Motley Fool

$10,000 in AST SpaceMobile Stock at Its Record High Is Worth About $2,770 Today. Here's What Gets That Money Back.

AST SpaceMobile has experienced a 72% valuation decline from its May 2026 all-time high, driven by satellite launch delays, manufacturing issues, and broader market pullback from space stocks following SpaceX's IPO. The company needs to demonstrate strong operational progress, including launching intermittent U.S. service before year-end and deploying 45 satellites by early 2027, while addressing competitive pressures and business model concerns to recover its valuation.

11/11/2026, 4:51 AM • The Motley Fool

Why Firefly Stock Soared Today

Firefly Aerospace stock surged 17% after securing a $1.3 billion deal with AST SpaceMobile to supply 36 rocket engines and engineering support, and being selected as a vendor for NASA's $10 billion Commercial Lunar Payload Services 2 initiative. These announcements demonstrate strong market confidence in Firefly's space technology capabilities.

11/09/2026, 11:04 PM • The Motley Fool

Why Voyager Technologies Stock Went to the Moon on Monday

NASA selected eight companies, including Voyager Technologies, to compete for lunar cargo delivery contracts worth up to $10 billion over 10 years, potentially expanding to $15 billion over 15 years. Voyager's stock surged 17% on the news, validating its $300 million acquisition of lunar lander-maker Astrobotic earlier in 2026.

11/09/2026, 2:25 PM • The Motley Fool

Firefly Aerospace Selected as a Vendor for NASA’s $10 Billion CLPS 2 Initiative

Firefly Aerospace has been selected as a vendor under NASA's $10 billion Commercial Lunar Payload Services (CLPS) 2 contract, enabling the company to compete for task orders over a 10-year period. Following the successful Blue Ghost Mission 1 lunar landing in March 2025, Firefly is scaling up its lander technology to deliver heavier cargo and infrastructure for NASA's Moon Base and Artemis program. The company has also won four additional CLPS 1 missions and is expanding production capabilities.

11/07/2026, 5:55 PM • GlobeNewswire

Q3 Earnings: 2 Dates Every Space Investor Needs to Circle

Three major space companies are reporting Q3 2026 earnings in early November. Rocket Lab and AST SpaceMobile report on Nov. 9, with Rocket Lab facing scrutiny over its delayed Neutron rocket launch and ASTS dealing with consecutive EPS misses. Firefly Aerospace reports on Nov. 10 after posting record Q2 revenue but facing margin compression concerns.

10/31/2026, 5:55 AM • The Motley Fool

Firefly Aerospace Is 75% Below Its High. Here's Why the Company That Landed on the Moon Is My Favorite Space Stock Under $20.

Firefly Aerospace stock has declined 75% from its August 2025 high of $73.80 to around $18.23, but the analyst views it as an attractive speculative opportunity. The company demonstrated proven lunar landing capabilities with its Blue Ghost mission, reported 659% year-over-year revenue growth to $117.7 million in Q2 2026, and secured $144 million in NASA contracts. Despite being unprofitable and trading at 10x trailing revenue, Firefly's diversified space capabilities and government relationships position it for long-term growth potential.

10/29/2026, 10:45 AM • The Motley Fool

Firefly Aerospace vs. Intuitive Machines: Which Space Infrastructure Stock Is a Better Buy in 2026?

The article compares two space infrastructure companies: Firefly Aerospace, which is achieving triple-digit revenue growth and recently accomplished a successful lunar landing, and Intuitive Machines, which has established strong lunar infrastructure capabilities with a $1.8 billion order backlog. Despite both companies operating at losses, Firefly is recommended as the better buy in 2026 due to its lower forward P/E ratio and stronger growth trajectory, while Intuitive Machines is positioned as a longer-term play expected to achieve profitability by 2027.

10/13/2026, 3:22 PM • The Motley Fool

Firefly Aerospace vs. Rocket Lab: Which Industrials Stock Is a Better Buy in 2026?

Firefly Aerospace and Rocket Lab represent competing approaches in the commercial space industry. Firefly delivers hypergrowth (163% revenue increase) but faces significant cash burn ($237.8M negative FCF) and customer concentration risks, with only 2 years of cash runway. Rocket Lab offers more financial stability with $2.3B net cash and 5 years of runway, but trades at a premium valuation (54x P/S vs. Firefly's 12x). For growth-focused investors seeking value, Firefly's lower valuation may appeal despite higher risks.

10/10/2026, 4:30 PM • The Motley Fool

AST SpaceMobile vs. Firefly Aerospace: Which Space Infrastructure Stock Is a Better Buy in 2026?

The article compares two space infrastructure companies: AST SpaceMobile, which is building a space-based cellular network for direct smartphone connectivity, and Firefly Aerospace, which provides launch vehicles and lunar landers. While AST SpaceMobile has higher growth potential with major carrier partnerships, it trades at a significantly higher valuation (269x forward P/E) with untested technology and substantial losses. Firefly Aerospace, valued more conservatively at 21.9x forward P/E, has demonstrated success with its lunar landing and government contracts. The author recommends Firefly as the better buy in 2026 due to more reasonable valuation metrics.

09/29/2026, 4:18 PM • The Motley Fool

Firefly Aerospace vs. SpaceX: Which Space Stock Can Put Your Portfolio Into Orbit in 2026?

The article compares Firefly Aerospace and SpaceX as investment opportunities in 2026. Firefly offers a cheaper valuation with a $1.4B backlog and government contracts, while SpaceX dominates with its Starlink constellation and reusable rockets. Despite SpaceX's massive scale and IPO success, the author favors Firefly's more focused business model and lower price-to-sales ratio for long-term investors.

09/22/2026, 6:15 PM • The Motley Fool

Firefly Aerospace Completes New Cleanroom to Accelerate Spacecraft Production

Firefly Aerospace completed a new cleanroom facility in Cedar Park, Texas, four times larger than its existing facility, enabling simultaneous assembly of up to 12 lunar landers and orbital vehicles. The expansion, funded by a Texas Space Commission grant, supports Firefly's growing manifest of six lunar missions and two Defense Innovation Unit contracts for space domain awareness and deorbit services.

09/22/2026, 12:50 PM • GlobeNewswire

AST SpaceMobile vs. Firefly Aerospace: Which Outer Space Upstart Is a Better Buy in 2026?

The article compares two space economy companies with different business models. AST SpaceMobile is building a satellite-based cellular broadband network with major carrier partnerships, while Firefly Aerospace provides launch services and lunar landers for government and commercial customers. Both are unprofitable but show strong revenue growth. The author recommends Firefly Aerospace as the better buy due to its lower valuation (P/S ratio of 12.9x vs 149x), successful lunar landing achievement, and NASA partnership, despite both companies carrying significant execution risks.

08/27/2026, 4:34 PM • The Motley Fool

Archer Aviation vs. Firefly Aerospace: Which Aerospace Stock Is a Better Buy in 2026?

The article compares two aerospace companies: Archer Aviation, which develops electric vertical takeoff and landing (eVTOL) aircraft for urban air mobility, and Firefly Aerospace, which provides space launch services and lunar landers. Firefly is recommended as the better investment due to its lower valuation multiple (12.9x P/S vs. 626x), proven track record with a successful lunar landing, $1.4B in secured contracts, and 163% revenue growth. Archer faces higher risks from FAA certification delays and unproven commercialization, despite strategic partnerships with United Airlines.

08/27/2026, 4:07 PM • The Motley Fool

NASA Searches Couch Cushions, Finds Another $600 Million for Moon Missions

NASA announced nearly $600 million in new lunar landing contracts split among three space companies to support its moon base construction plans. Astrobotic received the largest award at $297.9 million for two payload deliveries, while Intuitive Machines and Firefly Aerospace each received $148.3 million and $144.2 million respectively for single payload deliveries. However, profitability timelines remain distant for these contractors.

08/01/2026, 7:07 AM • The Motley Fool