"Firefly's core value is its SciTec subsidiary, which runs FORGE, described as the processing system for every US missile warning satellite in operation. The market is giving the software multiple to the hardware company, and the hardware multiple to the software company."
"Firefly's FORGE contract, worth $372 million in total, is embedded in the U.S. Space Force's missile-warning infrastructure, with classified switching costs that make the position essential."
Firefly Aerospace, established in 2017, has seen its stock rise approximately 19% recently, trading near $32 after a significant surge. The company reported Q4 2025 revenue of $57.7 million, a substantial increase from $9 million in Q4 2024, with a full-year revenue growth of 163% to $160 million. Firefly anticipates 2026 revenue between $420 million and $450 million, supported by a $1.4 billion backlog. Social sentiment is very bullish, primarily due to a Reddit post emphasizing the value of its SciTec subsidiary and its software capabilities in missile warning systems.
Read at 24/7 Wall St.
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