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$FLY CEO Jason Kim on $RKLB comparison: "Rocket Labs is a fair comp for the hardware and launch side, but we're more than that. We're a mission company. And not only are we launching, landing, operating, but we've got all the AI software, the applications that we're developing that gets deployed to the ground servers as well as edge processing on orbit." Not sure I'd completely agree with that ;)
$FLY, $LUNR, NASA CLPS 1.0 ceiling lifted from $2.6B to $4.2B (+61%). That's $1.6B of extra ordering authority, room for c.10 more lunar lander task orders at the c.$150M program average, all awardable before CLPS 1.0 expires in late 2028. It bridges to CLPS 2.0 (c.$6B) and the up-to-30 landings/yr NASA is targeting from 2027. $LUNR & $FLY each hold 5 CLPS task orders to date, yet only 1 mission is firmly manifested for 2027 (IM-4) against that 30 target. The uplift gives NASA the room to close that gap. FLY management has already flagged potential new Moon Base awards as early as Q3 2026. Lead times mean fresh orders mostly fly 2028 onwards, so they either back-fill the manifest or the 2027 target slips. Either way the award flow comes very soon. I also expect CLPS 2.0 to be finalised soon, opening up awards for the 2028 manifest as soon as possible. 13 names are eligible, but only $LUNR & $FLY have soft-landed ($FLY the only fully clean one). Astrobotic is flown but not landed, and Blue Origin now has Blue Moon MK1 manifested plus the LTV delivery role. I expect the proven tier to take the bulk of the c.10 orders, with $FLY and $LUNR best placed. NASA does tend to spread task orders for supply-base resilience, so I wouldn't bank on heavy concentration in two names. Say $FLY wins 5. That's c.$750M+ in contract value at $150M+ per lander. It gets recognised over the multi-year build rather than booked in one year, but as a backlog add it's larger than Firefly's entire 2026 revenue base of $420-450M. And that's before SciTec, Alpha, Eclipse and Elytra, so I can see $FLY revenue doubling or tripling again in 2027.
@ATHFGJ But this will pop out of nowwhere at one time I think
When $FLY was $60, FLY: Hey brothers, we have some shares and we don’t want to sell you at $60, but at $48!! This is the discount for the real brothers. Brothers: Thanks bros, you are so kind!! Then stock price immediately dropped to $45. Those brothers right now: 🤮
Now other space brothers are all red in pre-market. We all know what will happen on $FLY when market opens. If you think this shit will go green alone, you are really delusional. It will only crash harder.
$RKLB | New Setup | My Long-Term Projection Weekly Chart Remember the last $RKLB setup we shared? +100% in less than 1.5 months. Back then, we marked the top of the impulse (1–5). Price hit it, and pulled back perfectly into Major Wave 2. NOW: Price finished the week close to the reversal zone, with the Weekly MA50 acting as confluence. Add to that: Strong demand across space names, and this pullback may already be DONE. So I’m watching VERY closely here for confirmation of reversal. IF it triggers: I am looking at a Major Wave 3 move. Long term wave 3 target: $146.84.
$FLY | Bullish Earnings + New Trade Setup Last setup delivered +40%, rejecting slightly below the cup & handle target at $49.59. Then pullback AND held the breakout level. Earnings: Adj. EPS: $(0.46) vs $(0.48) est. Revenue: $80.88M vs $77.07M est. Growth: Losses improved ~91% YoY. Revenue +45% YoY. Guidance: FY2026 revenue: $420M–$450M (in line). Technically: Holding above $34.44 and price can move up to the next targets: $41.57 and then $49.59 Same structure. Same mindset.
$FLY is now underperforming $RKLB $ASTS PL LUNR RDW BSKY. As expected. I really don’t know what to say. Not to mention the potential A-shape crashes. It could turn red just in a second when the others are up 3%-5%. Drop the most, bounce the least. What could go wrong?
$FLY is now underperforming $RKLB $ASTS PL LUNR RDW BSKY. As expected. I really don’t know what to say. Not to mention the potential A-shape crashes. It could turn red just in a second when the others are up 3%-5%. Drop the most, bounce the least. What could go wrong?
