Landscape Capital Management L.L.C. Makes New Investment in Firefly Aerospace, Inc. $FLY

Posted by on Aug 24th, 2026

Landscape Capital Management L.L.C. acquired a new stake in Firefly Aerospace, Inc. (NASDAQ:FLY – Free Report) in the second quarter, according to the company in its most recent disclosure with the SEC. The institutional investor acquired 25,324 shares of the company’s stock, valued at approximately $745,000.

Several other institutional investors and hedge funds also recently made changes to their positions in FLY. BlackRock Inc. purchased a new position in Firefly Aerospace in the 2nd quarter worth $173,573,000. Tema ETFs LLC boosted its position in Firefly Aerospace by 133,440.2% during the second quarter. Tema ETFs LLC now owns 2,280,867 shares of the company’s stock valued at $67,057,000 after buying an additional 2,279,159 shares during the period. Vanguard Group Inc. purchased a new stake in Firefly Aerospace during the third quarter valued at about $53,409,000. UBS Group AG grew its stake in shares of Firefly Aerospace by 233.6% during the fourth quarter. UBS Group AG now owns 1,773,607 shares of the company’s stock valued at $39,676,000 after buying an additional 1,241,987 shares during the last quarter. Finally, Temasek Holdings Private Ltd increased its holdings in shares of Firefly Aerospace by 151.3% in the fourth quarter. Temasek Holdings Private Ltd now owns 1,069,588 shares of the company’s stock worth $23,927,000 after buying an additional 643,886 shares during the period.

Firefly Aerospace Price Performance

Shares of Firefly Aerospace stock opened at $24.45 on Monday. The company has a current ratio of 2.73, a quick ratio of 2.73 and a debt-to-equity ratio of 0.02. Firefly Aerospace, Inc. has a 12-month low of $16.00 and a 12-month high of $62.17. The company has a market cap of $4.09 billion and a P/E ratio of -8.32. The company’s fifty day simple moving average is $24.84 and its two-hundred day simple moving average is $29.39.

Firefly Aerospace (NASDAQ:FLY – Get Free Report) last posted its earnings results on Tuesday, August 11th. The company reported ($0.42) EPS for the quarter, topping the consensus estimate of ($0.50) by $0.08. The firm had revenue of $117.68 million during the quarter. Firefly Aerospace had a negative net margin of 126.64% and a negative return on equity of 22.28%. The company’s revenue for the quarter was up 659.2% on a year-over-year basis. During the same period in the prior year, the business posted ($5.78) earnings per share. Research analysts anticipate that Firefly Aerospace, Inc. will post -1.91 EPS for the current year.

Wall Street Analysts Forecast Growth

FLY has been the subject of a number of recent research reports. Deutsche Bank Aktiengesellschaft reissued a “buy” rating and issued a $35.00 target price on shares of Firefly Aerospace in a research note on Tuesday, May 5th. Morgan Stanley lifted their price target on Firefly Aerospace from $33.00 to $37.00 and gave the stock an “equal weight” rating in a research note on Tuesday, May 5th. Cantor Fitzgerald reiterated an “overweight” rating and issued a $35.00 price objective on shares of Firefly Aerospace in a research report on Wednesday, August 12th. Weiss Ratings raised Firefly Aerospace from a “sell (e+)” rating to a “sell (d-)” rating in a research note on Thursday, June 25th. Finally, Roth Capital cut their target price on shares of Firefly Aerospace from $60.00 to $45.00 and set a “buy” rating on the stock in a report on Wednesday, August 12th. Seven analysts have rated the stock with a Buy rating, four have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat, Firefly Aerospace currently has a consensus rating of “Moderate Buy” and a consensus price target of $36.82.

Get Our Latest Stock Analysis on Firefly Aerospace

Firefly Aerospace Profile

(Free Report)

Firefly Aerospace (NASDAQ:FLY) is a U.S.-based aerospace company that designs, manufactures and operates launch vehicles and in-space systems for commercial, civil and national security customers. The company focuses on providing end-to-end small- and medium-lift launch services, mission integration and spacecraft hardware to support satellite deployment and on-orbit operations.

Firefly’s product portfolio includes the Alpha small launch vehicle, developed to carry small satellites to low Earth orbit, and plans for larger vehicles and in-space capabilities to address a range of payload sizes and mission profiles.

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Institutional Ownership by Quarter for Firefly Aerospace (NASDAQ:FLY)

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