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$RDW
Redwire Corp
Redwire is an integrated space and defense technology company serving national security, civil and commercial customers. It operates two reportable segments, Space and Defense Tech, and has 28 locations in North America and Europe. Its Space segment provides spacecraft, space infrastructure, solar arrays, docking systems, microgravity research facilities and mission-design software. Its Defense Tech segment supplies uncrewed aerial systems, optical sensors and gimbal payloads, space-qualified sensors and avionics, and radio-frequency payloads for intelligence, surveillance and reconnaissance and other missions. Products include the SabreSat, Phantom, Thresher, Mako and Hammerhead spacecraft platforms; ROSA solar arrays; Stalker and Penguin UAS; and Octopus optical payloads. Redwire earns money by supplying products, systems, payloads and services, and by performing work directly for customers or through large prime contractors. Its customers include U.S. and allied government agencies, civil space agencies and commercial space companies, satellite manufacturers, and energy and infrastructure companies. Redwire is headquartered in Jacksonville, Florida.
Redwire Corporation (RDW) ranked 10th on a list of top satellite and space stocks held by billionaires. The company's backlog grew 75% YoY to $619.7M, but Q3 revenue missed estimates. RDW shares are down 70% since May. The company secured contracts with Axiom Space for solar array wings and acquired drone-maker Edge Autonomy to expand defense exposure.
Canaccord Genuity kept its Buy rating for Redwire but reduced its price target from $15 to $13, a 13.3% decrease. The new target suggests a potential 110% upside from the stock's Nov 5 close at $6.19.
Sprout Social (SPT) fell 6.2% after Q3 2026 results and Q4 guidance missed estimates. Redwire (RDW) dropped 19.4% on Q3 revenue below expectations. Inspire Medical (INSP) declined 8.2% after a Q3 loss and narrowed FY guidance. Fastly (FSLY) fell 24.9% on Q3 results. Marvell (MRVL) dropped 8.8% after announcing a $115B Lumentum acquisition.
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RDW sentiment & insider activity
Over the past 7 days, AlphAI's AI scored 21 news stories mentioning RDW (Redwire Corp). Coverage has skewed bearish: 6 bullish, 1 neutral, and 14 bearish.
Recent RDW coverage spans earnings and financial news.
What's driving RDW
Earnings miss and modest revenue growth likely keep pressure on the stock, which is already down ~70% from its peak.
Piper Sandler kept its Neutral rating on Redwire but cut its price target to $8 from $11, a 27.3% reduction. This implies a 29.2% upside from the Nov 5 close of $6.19.
AlphAI scores every news story that mentions RDW with an AI model for sentiment and relevance, and aggregates insider trades from Redwire Corp's SEC EDGAR Form 4 filings. Figures refresh continuously.
Redwire Corporation (RDW) ranked 10th on a list of top satellite and space stocks held by billionaires. The company's backlog grew 75% YoY to $619.7M, but Q3 revenue missed estimates. RDW shares are down 70% since May. The company secured contracts with Axiom Space for solar array wings and acquired drone-maker Edge Autonomy to expand defense exposure.
Canaccord Genuity kept its Buy rating for Redwire but reduced its price target from $15 to $13, a 13.3% decrease. The new target suggests a potential 110% upside from the stock's Nov 5 close at $6.19.
Sprout Social (SPT) fell 6.2% after Q3 2026 results and Q4 guidance missed estimates. Redwire (RDW) dropped 19.4% on Q3 revenue below expectations. Inspire Medical (INSP) declined 8.2% after a Q3 loss and narrowed FY guidance. Fastly (FSLY) fell 24.9% on Q3 results. Marvell (MRVL) dropped 8.8% after announcing a $115B Lumentum acquisition.
Piper Sandler kept its Neutral rating on Redwire but cut its price target to $8 from $11, a 27.3% reduction. This implies a 29.2% upside from the Nov 5 close of $6.19.
Redwire Corp (RDW) reported Q3 2026 earnings, highlighting a record contracted backlog of $619.7M and $538.9M in total liquidity. The company secured multiple contracts, including a $20M DARPA deal for VLEO testing and a $15M contract for ELSA wings. R&D expenses increased 87.1% YoY to $14.4M, reflecting growth investments. Redwire also announced a $13.8M contract for Stalker aircraft with the U.S. National Guard and delivered over 200 space sensors, up 100% YoY.
Redwire (RDW) reported Q3 2026 revenue of $109M, missing estimates of $135.8M, and a wider EBITDA loss of $5.3M. Despite a record gross margin of 32.3% and a backlog of $619.7M, shares fell 20.8% by 1:10 p.m. ET.
Redwire Corporation (NYSE: RDW) secured a $20M DARPA contract for additional testing of its SabreSat spacecraft in very low-Earth orbit. This follows a $44M Phase 2 contract in November 2025, totaling $64M. Redwire is the prime mission integrator for DARPA’s Otter program, developing and integrating the spacecraft. The company also works on the European Space Agency’s Skimsat mission and DeepSat’s planned constellation.
Redwire Corp. (RDW) reported a 75% increase in backlog to $619.7M and record gross margins of 32.3%, but Q3 revenue missed estimates at $109M. The company reaffirmed its 2026 revenue guidance of $450M-$500M. Despite a 2% overnight stock drop, retail investors expressed bullish sentiment.
Redwire (RDW) stock fell 25% in October, aligning with broader tech and space sector declines. Despite no company-specific news, Redwire secured multiple contracts, including orders from Axiom Space and the U.S. National Guard. The company reported a narrowed net loss and increased revenue in Q2, but faces risks like share dilution. Analysts expect 42% revenue growth in 2026. Piper Sandler initiated coverage with a Neutral rating and $11 price target. Investors await Q3 results on Nov.