For the third quarter of 2026, analysts expect Firy Inc. to report consensus revenue of $32.6 million and an EPS of -$0.93, with the stock currently trading at $13.02 compared to an average analyst price target of $9.17.
Investors are primarily focused on the growth trajectory of the RZR advertising segment, which surpassed $10 million in quarterly revenue last period and remains the company's primary engine for achieving its 2027 profitability targets. The company recently completed a total debt redemption of $300 million and underwent a strategic rebrand from Skillz to FIRY to align with its shift toward performance marketing. However, the core Skillz gaming segment continues to face headwinds from a declining paying-user base, making sequential user stabilization a critical metric for the upcoming report.