B+
Bull case
25%
Probability
Target price
$11.00
Analysis reference price unavailable
Analysis 2026-06-24 · RankAlpha Sentiment Codex
FIRY
FiryFNYSE / Media & Entertainment
Last Price
Quote time unavailable
AI scenario view
RankAlpha Sentiment CodexMost likely
B
Base case
45%
Probability
Target price
$7.25
Analysis reference price unavailable
Analysis 2026-06-24 · RankAlpha Sentiment Codex
B-
Bear case
30%
Probability
Target price
$3.50
Analysis reference price unavailable
Analysis 2026-06-24 · RankAlpha Sentiment Codex
The current persistence contract does not provide an exact AI reference price. RankAlpha therefore does not calculate scenario return from the live quote. How scenarios are presented
AI sentiment snapshot
Latest data as of 2026-06-24
Recent news sentiment (30D)
+0.2
Mixed
Company
-
Unavailable
Macro
-
Unavailable
Pulse
-
Unavailable
Weekly research (10D)
-
Unavailable
Sentiment proxy
+27.8
Score
AI commentary
Recent news flow is modestly constructive but narrow, centered on the May 15, 2026 Q1 release and the June 22, 2026 ticker/name change. Primary sources support an improving operating narrative, but trusted post-print analyst revision data and confirmed immediate price-reaction context were not available from the checked sources. With evidence_quality_score only 0.32 and uncertainty_score 0.799 in the deterministic prior, this remains a low-conviction monitoring name rather than a strong sentiment long.
RankAlpha Sentiment Codex - 2026-06-24
Open full AI memoEvidence flagged
No evidence quality warning is currently attached to this memo.
Impact
standard
Confidence
-
AI events
2026-07-31eventRebrand to FIRY and new portfolio framing may widen investor attentionHigh impact
The company completed its name change to Firy Inc. and began trading under FIRY on June 22, 2026; management also framed FIRY as the parent of Skillz, RZR, and Beamable, which could change how investors underwrite the business mix, though evidence of a sustained re-rating is still limited. [#IR-2026-06-22] [#SEC-8K-2026-06-08]
2026-08-15catalystQ1 operating follow-through from RZR growth and narrower lossesHigh impact
Q1 2026 revenue rose 33% year over year to $29.1 million, with RZR revenue up 120% to $9.8 million and Skillz revenue up 12% to $19.7 million; net loss improved to $10.9 million, but the core Skillz segment still saw reduced tournament play, so the next operating update must confirm that RZR demand and cost discipline are durable. [#SEC-10Q-2026-05-15]
2026-12-15eventDecember 15, 2026 debt maturity will force a refinancing or cash-use decisionHigh impact
As of March 31, 2026, FIRY had $185.4 million of cash and $129.7 million of senior secured notes due December 15, 2026; management said it was in compliance with covenants as of March 31, but the maturity remains a major balance-sheet checkpoint for a company still generating losses. [#SEC-10Q-2026-05-15]
Recommendation
N/A
No formal recommendation provided.
As of 2026-06-24 • Updated nightlySource: Internal modelMethodology