Firefly Aerospace Shares Decline Amid Merger Speculation with Tesla and SpaceX
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 30 2026
0mins
Source: Benzinga
- Merger Speculation Impact: Firefly Aerospace shares declined to $26.80, down 1.07% in pre-market trading on Friday, as investors digested reports of potential merger discussions between Tesla and SpaceX, reflecting broader market concerns.
- IPO Prospects: SpaceX is reportedly preparing for an IPO in June with an estimated valuation of $1.5 trillion, which could influence Firefly's market performance, especially with its upcoming Blue Ghost Mission 2 lunar landing.
- Technical Analysis: Firefly's stock is currently trading below both its 20-day and 100-day simple moving averages, indicating short-term weakness, although it remains up over 13% year-to-date; however, its proximity to 52-week lows suggests a bearish market sentiment.
- Analyst Outlook: Despite facing short-term pressures, Firefly's stock holds a
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Analyst Views on FLY
Wall Street analysts forecast FLY stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for FLY is 34.83 USD with a low forecast of 27.00 USD and a high forecast of 65.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
7 Analyst Rating
4 Buy
3 Hold
0 Sell
Moderate Buy
Current: 22.395
Low
27.00
Averages
34.83
High
65.00
Current: 22.395
Low
27.00
Averages
34.83
High
65.00
About FLY
Firefly Aerospace Inc. is a space and defense technology company. The Company provides comprehensive mission solutions to national security, government, and commercial customers. It has designed, developed, and deployed its vehicles and dynamic spacecraft solutions to support critical customer missions across the space domain. It has a differentiated and scalable platform of Launch and Spacecraft Solutions with flight heritage. Within Launch, it has two offerings built on common technologies: Alpha and Eclipse. Alpha is a United States-based orbital rocket in the 1,000 kilograms class to successfully reach orbit, with four launches completed. Eclipse, a reusable and scaled up version of Alpha. Its Spacecraft Solutions include Blue Ghost lander (Blue Ghost) and Elytra offerings, highlight the heritage of common technologies from its launch vehicles. Blue Ghost Lander and Elytra are highly maneuverable spacecraft enabled by high-performance rocket engine technology.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Firefly Aerospace Shares Decline Amid Merger Speculation with Tesla and SpaceX
- Merger Speculation Impact: Firefly Aerospace shares declined to $26.80, down 1.07% in pre-market trading on Friday, as investors digested reports of potential merger discussions between Tesla and SpaceX, reflecting broader market concerns.
- IPO Prospects: SpaceX is reportedly preparing for an IPO in June with an estimated valuation of $1.5 trillion, which could influence Firefly's market performance, especially with its upcoming Blue Ghost Mission 2 lunar landing.
- Technical Analysis: Firefly's stock is currently trading below both its 20-day and 100-day simple moving averages, indicating short-term weakness, although it remains up over 13% year-to-date; however, its proximity to 52-week lows suggests a bearish market sentiment.
- Analyst Outlook: Despite facing short-term pressures, Firefly's stock holds a
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- IPO Prospects: SpaceX is reportedly preparing for an IPO in June with an estimated valuation of $1.5 trillion, which could influence Firefly's market performance, especially with its upcoming Blue Ghost Mission 2 lunar landing.
- Technical Analysis: Firefly's stock is currently trading below both its 20-day and 100-day simple moving averages, indicating short-term weakness, although it remains up over 13% year-to-date; however, its proximity to 52-week lows suggests a bearish market sentiment.
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- Defense Project Opportunity: Founder and CEO Dirk Wallinger emphasized the company's pivotal role in President Trump's 'Golden Dome' project, indicating its strategic importance in the defense technology sector.
- Satellite Launch Achievements: Since its founding in 2012, York has successfully completed 74 space missions and established partnerships with the U.S. Department of Defense and the U.S. Space Development Agency, showcasing its expertise in low-earth orbit satellite manufacturing.
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