Firefly Aerospace

FLY

Market cap $5.86B

Aquiles Larrea, Jr. turns to three stocks that experienced recent downswings and following rebounds which he sees building in the coming weeks and months. He offers bullish cases for CubeSmart (CUBE), Firefly Aerospace (FLY), and Intel (INTC).

The Artemis II launch has been sending back some breathtaking images of late. If you haven't yet seen the sharp images of the moon, an eclipse, an “Earthset,” and more, I'd encourage you to do so.

Firefly's AI software will run on NVIDIA Jetson module onboard Elytra spacecraft in lunar orbit to enable faster data-driven insights from the Moon Firefly's AI software will run on NVIDIA Jetson module onboard Elytra spacecraft in lunar orbit to enable faster data-driven insights from the Moon

Space stocks are hot commodities at the moment with the upcoming SpaceX IPO. Rocket Lab and Firefly Aerospace are both vying to send commercial payloads into orbit.

NEW YORK & NEW ORLEANS--(BUSINESS WIRE)--Former Attorney General of Louisiana, Charles C. Foti, Jr., Esq., a partner at the law firm of Kahn Swick & Foti, LLC (“KSF”), announces that KSF has commenced an investigation into Firefly Aerospace Inc. (the “Company”) (NasdaqGM: FLY).On September 22, 2025, the Company reported its financial results for the second quarter of 2025, its first earnings report as a public company, disclosing, among other items, a loss of $80.3 million, or $5.78 per shar.

Established in 2017, Firefly Aerospace (NASDAQ:FLY) shares are up roughly 19% over the last 5 days, trading just under $32 after a roughly 20% single-session surge on April 1 tied to SpaceX's IPO announcement, on top of a 52% one-month gain.

Firefly stands out in that trade because its Blue Ghost lunar lander and Commercial Lunar Payload Services work tie the company more directly to NASA's broader Artemis surface-exploration roadmap than some other space stocks moving on theme alone.

Tradeable excitement is building around NASA Artemis II, with Wednesday's planned launch of a crewed lunar flyby setting up a near-term sentiment trade across a basket of space infrastructure and tech stocks.

Elon Musk wants to go to the moon. Jeff Bezos wants to go to the moon.

Rumors of a SpaceX IPO filing last week sent space stocks soaring -- then crashing. SpaceX in fact did not file its IPO prospectus.