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Firefly: My Multibagger Candidate Delivers in Q1. How Moon Missions, Rocket Launches, and Golden Dome Make the Space Company Valuable!

Jörg Meyer
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J. Meyer
Reading Time: 2 minutes

On March 20, 2026, I wrote at this spot that I see the stock of Firefly Aerospace (i) as a potential multibagger, and the new figures for Q1 confirm that. With a backlog of $1.3 billion, they are well-utilized and grew by 45% in the first three months to $80.9 million. I see three strong growth drivers: 1. NASA Moon Initiative: NASA is drastically accelerating its plans for a permanent lunar base and has already freed up $20 billion for the first two phases. The U.S. space agency is calling for a significantly higher frequency of monthly robotic...

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