After SpaceX Selloff, KeyBanc Upgrades Firefly and Rocket Lab to Overweight
KeyBanc bullish on Firefly & Rocket Lab: strong growth, NASA deals, and rising demand make them "top space stocks" despite recent dip.
KeyBanc bullish on Firefly & Rocket Lab: strong growth, NASA deals, and rising demand make them "top space stocks" despite recent dip.
Blue Origin’s New Glenn rocket burst into flames during a test, delaying Amazon’s satellite plans and AST SpaceMobile’s launch schedule. Space stocks drop sharply.
NASA picks Moon mission winners; some stocks rise, others fall, as plans advance to build a Moon base and send humans by 2028.
Firefly grew revenue 45% to $80.9M, posted a loss, but stock rose on Space Force deal and strong space program outlook.
Space stocks jump in premarket as reports say Elon Musk’s SpaceX plans to file for a massive $75B+ IPO as soon as this week. Rocket Lab, ASTS, and others rise on the news.
Firefly Aerospace (FLY) reports record $159.9M revenue in 2025, up 163%, historic Blue Ghost moon landing, narrower losses, and $420M–$450M 2026 guidance.