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RDW

Redwire Corp

OPPORTUNISTIC BUY Analysis generated 2026-10-04 Market data as of 2026-11-12 Market data 3 days old USD 8.03 Industrials - Aerospace & DefenseIN BUY ZONE
ACTIONABLEMethodology gates passed
53

Position levels

Currenttoday
USD 8.03
Buy <=wait / entry
USD 8.17
Trim >=take some off
USD 12.50
Thesis breakA material loss of a named prime contract or programme, a discounted follow-on e...
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Scenario-weighted conviction

ProbabilityScoreContribution
Bull case19%100 / 10019.0
Base case49%62 / 10030.4
Bear case32%10 / 1003.2
Weighted conviction53 / 100 - OPPORTUNISTIC BUY

Top risks

  • Selected for Space Systems Command's $980 million NITE-STAR IDIQ contract
  • $542.1 million backlog and reaffirmed full-year 2026 revenue guidance of $450 - $500 million
  • Q2 2026 revenue of 117.07M with ongoing defense contract momentum
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Research is for informational purposes only. Not financial advice. All analysis reflects the date of publication.

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