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Firefly Aerospace Adds Volta’s Wireless Power Receiver to Blue Ghost Mission on Far Side of the Moon

Rhea-AI Impact
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Rhea-AI Sentiment
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Firefly Aerospace (Nasdaq: FLY) will host Volta Space Technologies’ LightPort wireless power receiver on the Blue Ghost Mission 2 lander to demonstrate laser-based power transfer on the far side of the Moon.

The payload will test Volta’s LightGrid concept by validating a lunar surface receiver and integration into surface power distribution architectures. Blue Ghost Mission 2 will carry six payloads from five countries, including NASA’s LuSEE-Night and ESA’s Lunar Pathfinder. Firefly’s Elytra Dark vehicle will act as transfer vehicle and relay, then remain in lunar orbit for more than five years to provide ultraviolet and visible imaging and cislunar situational awareness.

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Positive

  • First LightPort demo on far side of the Moon
  • Blue Ghost Mission 2 will carry six payloads from five countries
  • Elytra Dark to remain in lunar orbit for more than five years providing imaging
  • Integration with NASA and ESA payloads under CLPS tasking

Negative

  • None.

News Market Reaction 39 Alerts

+9.46% News Effect
+8.0% Peak in 1 hr 55 min
+$301M Valuation Impact
$3.48B Market Cap
0.7x Rel. Volume

On the day this news was published, FLY gained 9.46%, reflecting a notable positive market reaction. Argus tracked a peak move of +8.0% during that session. Our momentum scanner triggered 39 alerts that day, indicating elevated trading interest and price volatility. This price movement added approximately $301M to the company's valuation, bringing the market cap to $3.48B at that time.

Data tracked by StockTitan Argus on the day of publication.

Key Figures

Payload count 6 payloads Total payloads on Blue Ghost Mission 2
Participating countries 5 countries Countries represented on Blue Ghost Mission 2 payloads
Lunar imaging duration More than 5 years Planned operational life of Elytra Dark in lunar orbit
Mission number Second Blue Ghost mission Blue Ghost Mission 2 far-side lunar lander
LightPort instance First LightPort Initial LightPort receiver demonstration on the lunar surface

Market Reality Check

$21.30 Last Close
Volume Volume 1,321,773 is below the 20-day average of 2,313,005 (relative volume 0.57), indicating subdued trading ahead of this announcement. low
Technical Shares at $19.46 are trading below the 200-day MA of $23.19 and are 73.63% under the 52-week high of $73.80 while still above the 52-week low of $7.55.

Peers on Argus

Peers show mixed moves: ACHR +1.89%, CAE +0.80%, while LOAR -0.62%, HXL -2.00%, KRMN -2.73%. With no peers in the momentum scanner and only one peer headline today, the Blue Ghost–Volta payload news appears more company-specific than part of a broad sector rotation.

Common Catalyst Select peers, such as Archer, also reported commercialization and infrastructure-related developments, but there is no clear, coordinated sector catalyst today.

Historical Context

Date Event Sentiment Move Catalyst
Nov 14 Investor conferences Neutral +7.1% Management highlighted broad investor conference participation in late 2025.
Nov 12 Earnings results Positive -4.3% Q3 2025 results with strong revenue growth and new NASA contracts.
Nov 05 Acquisition close Positive -1.5% Completed SciTec acquisition, adding defense software and classified sites.
Oct 27 Earnings notice Neutral -6.3% Announced timing and access details for upcoming Q3 2025 earnings release.
Oct 05 Acquisition agreement Positive +6.3% Announced definitive agreement to acquire SciTec for cash and stock.
Pattern Detected

Recent news shows mixed price reactions: strategic acquisition and conference news sometimes lifted shares, while strong earnings and the SciTec closing saw negative reactions, suggesting occasional divergence between positive fundamentals and short-term trading.

Recent Company History

Over the last few months, Firefly reported multiple milestones. In October 2025, it announced a strategic $855 million SciTec acquisition and later closed the deal, broadening national security and software capabilities. Ahead of and after Q3 results on Nov 12, 2025, earnings-related releases triggered mixed price moves despite strong revenue growth and new NASA contracts. The latest investor-conference announcement in mid‑November coincided with a 7.14% gain, showing that capital‑markets visibility has also influenced trading alongside operational news such as Blue Ghost mission progress.

Market Pulse Summary

The stock moved +9.5% in the session following this news. A strong positive reaction aligns with Firefly’s pattern of occasionally large moves around strategic announcements, such as acquisitions and conference updates. The addition of Volta’s LightPort to Blue Ghost Mission 2 reinforces the company’s role in lunar infrastructure. However, shares already trade 73.63% below the 52‑week high, and past divergences after positive earnings and deal news suggest that enthusiasm has sometimes faded after initial spikes.

Key Terms

wireless power receiver technical
"to host a wireless power receiver on Firefly’s Blue Ghost Mission 2 lander"
A wireless power receiver is a device or circuit inside a gadget that captures electrical energy sent through the air from a nearby charger or transmitter, converting that energy into the electricity the device uses. Think of it like a radio antenna but for power instead of sound; it matters to investors because its efficiency, cost, size, and safety affect product performance, manufacturing expenses, market adoption, and regulatory risk for companies offering wireless charging or contactless power solutions.
lunar orbit power grid technical
"technologies to survive the lunar night and support a lunar orbit power grid"
A lunar orbit power grid is a network of satellites and stations that generate, store, and transmit electricity around the Moon—for example by collecting sunlight in space and beaming energy to lunar bases, spacecraft, or relay stations. Think of it as a space-based electrical utility that could enable sustained operations off Earth; for investors it signals a new infrastructure market that could create long‑term revenue streams and require heavy upfront capital, technology, and regulatory coordination.
laser-receiver system technical
"demonstrate how Volta’s dedicated laser-receiver system can be integrated"
A laser-receiver system is a device that captures focused light from a laser and converts that light into an electrical signal that other equipment can read. Think of it like a radio antenna for light; it turns invisible pulses into usable data or measurements, and its performance affects how fast, accurate, and reliable systems for communications, sensing, lidar or industrial automation work—factors that can directly influence a company's product competitiveness and revenue potential.
lunar imaging service technical
"Blue Ghost Mission 2 will also initiate Firefly’s Ocula lunar imaging service"
A lunar imaging service captures and delivers photographs, maps and data of the Moon’s surface using telescopes, orbiters or landers, similar to a satellite mapping company that photographs Earth for maps and analysis. For investors, it represents a source of recurring revenue and strategic assets—data products, licensing rights and client contracts—that can support commercial space projects, scientific research and navigation, making it easier to value a company’s technological edge and market opportunities.
ultraviolet technical
"provide ultraviolet and visible spectrum imaging – a key capability"
Ultraviolet is the portion of light that sits just beyond the violet end of the colors visible to the human eye, like a hidden band of light that you can’t see but that can still cause effects such as sterilizing surfaces or triggering chemical reactions. Investors care because ultraviolet’s unique properties create market opportunities and risks—products using it (from disinfection devices to sensors) can drive sales, regulatory safety limits and testing affect costs and approvals, and patents or manufacturing advantages can change competitive position.
cislunar situational awareness technical
"map future landing sites with higher fidelity, and enable cislunar situational awareness."
Cislunar situational awareness is the ongoing picture of where objects, vehicles and human activity are located and how they’re moving in the space between Earth and the Moon. For investors, it matters because clear tracking and monitoring reduce collision and mission risks, enable new services (like navigation, communications and debris removal) and shape regulatory and defense spending that can affect the revenues and valuations of companies in the space sector.

AI-generated analysis. Not financial advice.

Hosted onboard Firefly’s Blue Ghost lander, Volta’s LightPort will demonstrate technologies to survive the lunar night and support a lunar orbit power grid

Firefly Blue Ghost Mission 2

CEDAR PARK, Texas, Dec. 10, 2025 (GLOBE NEWSWIRE) -- Firefly Aerospace (Nasdaq: FLY), a market leading space and defense technology company, today announced a new commercial payload agreement with Volta Space Technologies to host a wireless power receiver on Firefly’s Blue Ghost Mission 2 lander on the far side of the Moon. The payload will serve as a technology demonstration for Volta’s planned lunar power network, called LightGrid.

“Firefly is proud to welcome Volta to our second Blue Ghost mission and serve as a core partner in the ongoing development of lunar power utilities,” said Jason Kim, CEO of Firefly Aerospace. “Our international mission will enable critical technology demonstrations that lay the groundwork for lasting operations on the Moon. Longer term, our Blue Ghost landers and Elytra orbiters are well equipped to support Volta’s larger vision for a lunar power network, and we look forward to seeing the evolution of our collaboration in the years ahead.”

Volta’s planned LightGrid consists of a network of satellites in lunar orbit that collect solar energy and transmit it via laser to receivers known as LightPorts that are integrated on customer landers, rovers, and infrastructure on the Moon’s surface. The Volta payload hosted on Blue Ghost Mission 2 will be used to test and validate the first LightPort, demonstrating how surface users can tap into Volta’s power grid. The mission will further demonstrate how Volta’s dedicated laser-receiver system can be integrated into centralized surface power generation architectures to enable local surface-to-surface power distribution and provide redundant power capabilities as the lunar ecosystem develops.  

“Partnering with Firefly on Blue Ghost Mission 2 is an important step forward for Volta and the future of lunar infrastructure,” said Justin Zipkin, CEO of Volta. “This collaboration allows us to prove our LightPort receiver in a real lunar environment and move one step closer to delivering a fully integrated power grid for the Moon."

With the addition of Volta based in Montreal, Canada, Blue Ghost Mission 2 will now carry six payloads from five different countries. Other payloads flying on Firefly’s mission include NASA’s LuSEE-Night radio telescope and User Terminal and the European Space Agency’s Lunar Pathfinder satellite as part of Firefly’s NASA Commercial Lunar Payload Services task order. Firefly also onboarded additional government and commercial payloads, including the United Arab Emirates Mohammed Bin Rashid Space Centre Rashid Rover 2 and Fleet Space Technologies’ SPIDER payload. These payloads aim to provide insights into the geological properties and minerals on the Moon, enhance lunar surface mobility, improve lunar communications, and uncover new insights about the origins of the universe.

Blue Ghost Mission 2 will also initiate Firefly’s Ocula lunar imaging service through Firefly’s Elytra Dark vehicle that is equipped with high-resolution telescopes. Elytra will first serve as a Blue Ghost transfer vehicle and communications relay for the mission and then remain operational in lunar orbit for more than five years to provide ultraviolet and visible spectrum imaging – a key capability to identify mineral deposits on the Moon’s surface, map future landing sites with higher fidelity, and enable cislunar situational awareness.

Qualification testing for the fully stacked Blue Ghost and Elytra spacecraft structure is well underway for Blue Ghost Mission 2. The team has also begun assembling flight hardware and has accepted and tested a majority of the payloads at Firefly’s spacecraft facility. For more details on the mission, visit https://fireflyspace.com/missions/blue-ghost-mission-2/.

Firefly Blue Ghost Mission 2 - Volta LightPort

About Firefly Aerospace
Firefly Aerospace is a space and defense technology company that enables government and commercial customers to launch, land, and operate in space – anywhere, anytime. As the partner of choice for responsive space missions, Firefly is the only commercial company to launch a satellite to orbit with approximately 24-hour notice. Firefly is also the only company to achieve a fully successful landing on the Moon. Established in 2017, Firefly’s engineering, manufacturing, and test facilities are co-located in central Texas to enable rapid innovation. The company’s small- to medium-lift launch vehicles, lunar landers, and orbital vehicles are built with common flight-proven technologies to enable speed, reliability, and cost efficiencies for each mission from low Earth orbit to the Moon and beyond. For more information, visit www.fireflyspace.com.

About Volta Space Technologies
Volta is building the energy grid for sustainable lunar operations, enabling endless and affordable power to lunar surface missions. Volta’s Optical Wireless Power Transmission (OWPT) stack has been funded in part by CSA, NASA, ESA, and the U.S. Department of War, Operational Energy-Innovation Office, and Naval Research Lab Volta will begin orbital power missions in 2028 and will subsequently extend the reach of future lunar-based power systems like nuclear fission. Volta’s long-term vision includes adding communication and positioning, navigation, and timing (PNT) services to become the dominant lunar utility provider. https://www.voltaspace.co/

Forward-Looking Statements
This press release contains “forward-looking statements” including, but not limited to, statements regarding the expected capabilities and success of the Firefly spacecraft and services and other statements regarding Firefly’s future expectations, beliefs, plans, objectives, financial conditions, assumptions or future events or performance that are not historical facts. In some cases, you can identify forward-looking statements because they contain words such as “may,” “will,” “expects,” “plans,” “anticipates,” “could,” “would,” “intends,” “believes,” or the negative of these words or other similar terms or expressions that concern our expectations, strategy, plans, or intentions. The inclusion of forward-looking statements should not be regarded as a representation that such plans, estimates or expectations will be achieved. Readers are cautioned not to place undue reliance on the forward-looking statements contained herein, which speak only as of the date hereof. These statements are based on management’s current expectations, assumptions, and beliefs concerning future developments, which are inherently subject to uncertainties, risks, and changes in circumstances that are difficult to predict. These uncertainties and risks include, but are not limited to, the risks and uncertainties set forth in our filings with the Securities and Exchange Commission. We cannot assure you that the events reflected in the forward-looking statements will occur, and actual events could differ materially from those described in the forward-looking statements. Any forward-looking statement speaks only as of the date as of which such statement is made, and except as required by law, we undertake no obligation to update or revise publicly any forward-looking statements, whether because of new information, future events, or otherwise.

Media Contacts
press@fireflyspace.com
news@voltaspace.co

Photos accompanying this announcement are available at:
https://www.globenewswire.com/NewsRoom/AttachmentNg/5c41034e-c12d-40ad-a816-9d077afbf4da
https://www.globenewswire.com/NewsRoom/AttachmentNg/13432287-602d-4084-82b8-ddfd45c2a334 


FAQ

What will Firefly (FLY) carry on Blue Ghost Mission 2 on December 10, 2025?

Blue Ghost Mission 2 will host Volta’s LightPort wireless power receiver plus five other payloads from five countries, including NASA and ESA instruments.

What is Volta’s LightPort demo on Firefly Blue Ghost Mission 2 (FLY)?

The LightPort will test a laser-to-surface receiver to validate how lunar users can tap Volta’s planned LightGrid power network.

How long will Firefly’s Elytra Dark remain operational in lunar orbit for Blue Ghost Mission 2?

Elytra Dark is planned to remain operational in lunar orbit for more than five years to provide ultraviolet and visible imaging.

Does Blue Ghost Mission 2 include NASA payloads on Firefly (FLY)?

Yes; the mission includes NASA’s LuSEE-Night radio telescope and User Terminal under Firefly’s CLPS task order.

How does the Volta payload on FLY's mission support lunar power infrastructure?

The payload will demonstrate integration of a dedicated laser-receiver into surface power generation and local surface-to-surface distribution.

Where can investors find more details about Firefly Blue Ghost Mission 2 (FLY)?

Firefly provides mission details and payload information on its Blue Ghost Mission 2 webpage linked from the company site.
FIREFLY AEROSPACE INC

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3.10B
126.63M
13.33%
40.15%
0.6%
Aerospace & Defense
Guided Missiles & Space Vehicles & Parts
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United States
CEDAR PARK