The aerospace stock initially shot up like a rocket ... but its trajectory changed dramatically.The stock for space technology specialist Firefly Aerospace (FLY 3.43%) shot up like a rocket on its recent August initial public offering (IPO) date, closing 34.1% higher on its first day of public trading.But how has the company been doing since? Should early investors be pleased? And what about those who didn't buy in early: Is it already too late?Here's how Firefly investments have really done. IPO investors: ...

The head of the global airlines body IATA on Tuesday said that there was less confidence in Airbus meeting aircraft delivery targets, while Boeing's performance has improved, amid ongoing supply chain... ...

“My boss Elon Musk founded this company @SpaceX in 2002 with the purpose of building rockets and spaceships to enable people to live on other planets”Gwynne Shotwellhttps://t.co/uicOCQmAAz ...

Watch Falcon 9 launch 29 @Starlink satellites to orbit from Florida https://t.co/r67ia5hJWt ...

NEW YORK, Dec. 08, 2025 (GLOBE NEWSWIRE) -- The Gross Law Firm issues the following notice to shareholders of Firefly Aerospace Inc. (NASDAQ: FLY). Shareholders who purchased shares of FLY during the class period listed are encouraged to contact the firm regarding possible lead plaintiff appointment. Appointment as lead plaintiff is not required to partake in any recovery. CONTACT US HERE: https://securitiesclasslaw.com/securities/firefly-aerospace-inc-loss-submission-form/?id=179739&from=3 CLASS PERIOD: Th ...

This is kind of crazy. The Wall Street Journal's got a new report. It's talking about OpenAI chief executive Sam Alman.They say that he's explored putting together funds to either acquire or partner with a rocket company. They claim that this move would position him to compete against Elon Musk's SpaceX. Now, the talks are no longer active.OpenAI is claiming. And now it looks like this was simply an exploratory conversation. But here's my takeaway.The first thing you can't deny, Sam Alman is incredibly ambi ...

Boeing completed its complex acquisition of struggling US aerospace supplier Spirit AeroSystems, taking back a key part of its supply chain as it works to restore quality standards https://t.co/sLXO9riOUF ...

Core Point - Boeing has successfully completed its $4.7 billion acquisition of Spirit AeroSystems, which is the largest independent manufacturer of wings and fuselages in the world [1] Company Summary - The acquisition allows Boeing to regain control over a significant portion of its supply chain, particularly in the production of wings and fuselages [1] - This strategic move is expected to enhance Boeing's operational efficiency and strengthen its position in the aerospace industry [1] Industry Summary - The aerospace industry is witnessing consolidation as major players seek to streamline operations and reduce costs through vertical integration [1] - The acquisition reflects ongoing trends in the industry where companies are focusing on securing critical components to mitigate supply chain disruptions [1]

RT SpaceX (@SpaceX)Falcon 9 launches 28 @Starlink satellites from California https://t.co/aKaUlwk18R ...

Core Insights - SpaceX is currently valued at $800 billion, doubling its valuation from $400 billion just seven months ago, and is on track to become the highest-valued private company in the U.S. [1] - The company is considering an IPO in 2026, marking a potential significant milestone in its nearly 25-year history [1]. - ARK Investment Management predicts that SpaceX's enterprise value could reach approximately $2.5 trillion by 2030, with a compound annual return rate of about 38% starting from a valuation of $350 billion in December 2024 [1][3]. Valuation Predictions - The ARK report outlines three scenarios for SpaceX's valuation by 2030: a base case of $2.5 trillion, a bull case of $3.1 trillion (75th percentile), and a bear case of $1.7 trillion (25th percentile) [4][3]. - The predictions are based on a Monte Carlo simulation that incorporates 17 key variables affecting SpaceX's potential outcomes [5][42]. Business Model and Cash Flow - The report emphasizes a "flywheel" logic where cash flow from the Starlink business supports the iteration of Starship technology, ultimately laying the groundwork for Mars colonization [2][12]. - SpaceX's revenue from Starlink is projected to be around $300 billion annually by 2035, capturing approximately 15% of global communication spending [19]. Technological Assumptions - The valuation heavily relies on the successful rapid reusability of the Starship and the performance of the Optimus humanoid robot [2][42]. - Satellite performance is a critical input variable in the model, influencing revenue generation and capital expenditure [23][24]. Market Dynamics - The ARK model suggests that as Starship reusability improves, the marginal cost of satellite deployment will decrease, enhancing the economic viability of SpaceX's operations [31][28]. - The completion of the Starlink constellation is expected to shift SpaceX's focus and resources towards Mars development [36]. Long-term Vision - SpaceX aims to facilitate multi-planetary living, particularly through the development of infrastructure on Mars, supported by technologies from its other ventures [34]. - The model anticipates that the contribution of Mars-related activities to SpaceX's enterprise value will grow over time, although initial cash flows from these activities may be speculative [36].