FIRY

FiryB

NYSE / Media & Entertainment

At close

2026-06-24

Current thesis

Primary-source evidence supports a cautious positive operating turn: Q1 revenue growth accelerated, RZR more than doubled revenue, losses narrowed, net cash remained positive versus debt, and the rebrand may help investors look at FIRY as a broader portfolio rather than only a legacy mobile-gaming asset. [#SEC-10Q-2026-05-15] [#IR-2026-06-22]

Posture

Constructive

Lead driver

Momentum

What changed

Momentum remains the lead driver in the composite.

What can break

Coverage is thin and peer fit is loose, so thesis validation from analyst revisions and direct-comp valuation work is limited.

Momentum

Value

Sentiment

Setup hits (3d)

0 · Net Neutral

AI TargetsBase $7.25 · Bull $11.00 · Bear $3.50

Data freshness

Prices

As of 2026-06-24

Fundamentals

As of 2026-06-24 • Vendor: Data Vendor v1

Scores

As of 2026-06-24 • Model: HYBRID_IC_RP

AI Memo

As of 2026-06-24 • Model: RankAlpha Sentiment Codex

Investment thesis

As of 2026-06-24

Supporting evidence

What

Grade B · Constructive

Confidence Medium · Net Neutral

Target $2.50

Why

Momentum99 · Δ7d -

Value35 · Δ7d -

Sentiment31 · Δ7d -

So what

Strength-led posture (Net Neutral). Favor watchlist adds and disciplined entries.

Lead driver: Momentum · See technicals

Momentum

34% active weight

Current posture

7d trendFlat

Δ7d

Δ21d

Value

32% active weight

Current posture

7d trendFlat

Δ7d

Δ21d

Sentiment

33% active weight

Current posture

7d trendTrend unavailable

Trend unavailable

Δ7d

Δ21d

Why this grade

Composite grade B. Momentum 99.2 / Value 34.5 / Sentiment 31.2

Fundamentals (TTM)

As of 2026-06-24

Market Cap

$130.48M

Beta

3.00

Shares Out

15.11M

P/E (TTM) · Derived

-1.9

P/S (TTM)

0.73

P/FCF (TTM) · Derived

-1.93

Rev YoY

+32.9%

EPS YoY

-34.3%

Gross Margin

+87.8%

Op Margin

-78.0%

Net Debt

-$65.79M

Current Ratio

1.13

As of 2026-06-24 • Updated nightlySource: Internal modelMethodology