B+
Bull case
25%
Probability
Target price
$11.00
+31.6% vs current
FIRY
FiryBNYSE / Media & Entertainment
Last Price
At close
2026-06-24
AI scenario view
RankAlpha Sentiment CodexMost likely
B
Base case
45%
Probability
Target price
$7.25
-13.3% vs current
B-
Bear case
30%
Probability
Target price
$3.50
-58.1% vs current
AI sentiment snapshot
Latest data as of 2026-06-24
Recent news sentiment (30D)
+0.2
Mixed
Company
-
Unavailable
Macro
-
Unavailable
Pulse
-
Unavailable
Sentiment proxy
+31.2
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