Redwire Corp (RDW)

Sep 24, 2026

Redwire (RDW) was selected for a U.S. Space Force contract vehicle valued at over $980 million, adding to its record backlog of defense and space contracts. This selection, part of the NITE-STAR program, is an indefinite-delivery/indefinite-quantity (IDIQ) contract, meaning revenue is not guaranteed. Redwire ended Q2 with a record $542.1 million contracted backlog and its shares have gained over 25% this year, with retail sentiment turning "extremely bullish."

Sep 21, 2026

Redwire (RDW) saw an 8% surge on Monday but is still down 3% over the last month, largely tracking the overall space sector's performance rather than company-specific news. While other space stocks like Rocket Lab (RKLB) and Intuitive Machines (LUNR) experienced even steeper declines, Redwire's movement has been closely tied to the Procure Space ETF (UFO). Investors are now watching whether Redwire's bounce signals a broader recovery for the space industry or is merely an isolated event.

Sep 19, 2026

Jim Cramer recommends avoiding Redwire (RDW) due to the current rate-tightening cycle, stating that companies losing money "left and right" won't succeed. Despite Redwire reporting record revenue and a strong order backlog in Q2 2026, it continues to face significant bottom-line profitability issues, including an adjusted EBITDA loss and a net loss of $41 million. The stock also trades at elevated multiples, and a high short interest indicates bearish sentiment.

Sep 13, 2026

Tidal Investments LLC has acquired a new position of 630,957 shares in Redwire Corporation (NYSE:RDW) during the second quarter, valued at approximately $7.7 million. This purchase represents about 0.25% of Redwire. Other institutional investors have also adjusted their holdings, with Redwire receiving an average "Hold" rating from analysts and a consensus price target of $14.69.

Sep 12, 2026

UBS Asset Management Americas LLC significantly increased its stake in Redwire Corporation (NYSE:RDW) during the second quarter, buying 156,481 additional shares to own a total of 274,715 shares valued at $3.36 million. Other major institutions like BlackRock, Bank of America, VanEck, and State Street also expanded their positions, with institutional investors now owning 8.1% of Redwire. Despite a mixed analyst outlook with a consensus "Hold" rating and an average price target of $14.69, Redwire surpassed quarterly revenue and EPS estimates.