Redwire (RDW)

• Market cap: $1.25B
• 1 day: 2.84%
• 5 days: 3.82%
• 1 month: -7.75%
• 3 months: -55.02%
• 6 months: -12.58%
• Year to date: -49%
• 1 year: 36.42%
• 5 years: -16.52%
• 10 years: -16.52%
• Sector: Industrials
• Industry: Aerospace & Defense

About: Redwire Corp is engaged in mission-critical space solutions and reliable components for the next-generation space economy. It assists its customers in solving the complex challenges of future space missions and industries. The company's space infrastructure offerings include a broad array of modern products and services, which have been enabling space missions. The company's plan enables it to combine decades of flight heritage with a culture creating new technologies that are the building blocks of space infrastructure for government and commercial customers.

Employees: 750

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

291% more capital invested

Capital invested by funds: $545M [Q1] → $2.13B (+$1.58B) [Q2]

173% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 26

100% more funds holding in top 10

Funds holding in top 10: 1 [Q1] → 2 (+1) [Q2]

85.84% more ownership

Funds ownership: 63.94% [Q1] → 149.78% (+85.84%) [Q2]

77% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 31

16% more funds holding

Funds holding: 144 [Q1] → 167 (+23) [Q2]

14% less call options, than puts

Call options by funds: $42.1M | Put options by funds: $48.9M

Research analyst outlook

5 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $10
• Avg. target: $17.1
• High target: $22

5 analyst ratings

• positive: 3 60%
• neutral: 1 20%
• negative: 1 20%

B of A Securities Ronald Epstein	$10	Underperform Initiated	18 Aug 2025
Canaccord Genuity Austin Moeller	$17.5	Buy Maintained	11 Aug 2025
B. Riley Securities Mike Crawford	$20	Buy Maintained	8 Aug 2025
HC Wainwright & Co. Scott Buck	$22	Buy Maintained	8 Aug 2025
Truist Securities Michael Ciarmoli	$16	Hold Initiated	26 Jun 2025