RDW

Redwire Corp

NYSE · Guided Missiles & Space Vehicles & Parts · CIK 0001819810
$18.57 +0.65% $3.7B
High Impact Filing (7/10)3 New Institutional Positions
Vol
Market Cap$3.7B
Cap SizeMid Cap
Analyst ConsensusStrong Buy (79%)
Inst. Holders7 funds
Inst. Value$62.5M
Inst. Activity3 buys / 0 sells
Insider Activity0B / 28S
Insider Net $-$746.5M
Reddit Sentiment53° Neutral
SEC Reports6
Exchange NYSE·Sector Guided Missiles & Space Vehicles & Parts·CIK 0001819810·Prev Close $18.45

Recent Activity

Jun 9, 2026 SEC
Redwire Corp entered into a new $500M at-the-market (ATM) equity distribution agreement on June 9, 2026, replacing a pri
8-K — Impact 6/10
Jun 9, 2026 SEC
Redwire Corp filed a 424B5 prospectus supplement to register an at-the-market (ATM) offering of up to $500 million in co
424B5 — Impact 7/10
May 21, 2026 Insider
AE RED HOLDINGS, LLC sold 19,544 shares
Director @ $0.00 ($0.00)
May 21, 2026 Insider
HAYES DOROTHY D sold 9,772 shares
Director @ $0.00 ($0.00)
May 21, 2026 Insider
McConville James sold 9,772 shares
Director @ $0.00 ($0.00)
May 19, 2026 SEC
AE Industrial Partners, a 10% stockholder, filed four Form 144 notices on May 18, 2026, signaling intent to sell a total
144 — Impact 7/10
Inst.
VANGUARD GROUP INC — ADD
4,490,385 shares ($34.1M)
Inst.
CHARLES SCHWAB INVESTMENT MANAGEMENT — ADD
635,280 shares ($4.8M)

Price Targets

$15.67 -0.5% upside Hold
Current $15.75 Low $7.00 Median $15.00 High $24.00 9 analysts
$7.00 $24.00

Analyst Ratings

Buy79% buy · 14 analysts
2Strong Buy
9Buy
2Hold
1Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
Jun 1, 2026 Jefferies DOWNGRADE Buy → Hold
May 11, 2026 Canaccord Genuity MAINTAIN Buy → Buy
Mar 9, 2026 Truist Securities UPGRADE Hold → Buy
Mar 6, 2026 Jefferies MAINTAIN Buy → Buy
Mar 2, 2026 Canaccord Genuity MAINTAIN Buy → Buy

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $-0.15 ▲ +6.3% $-0.15 — $-0.15 1
Next Q $-0.12 ▲ +14.3% $-0.12 — $-0.12 37% YoY 1
Current FY $-0.68 ▼ -13.3% $-0.68 — $-0.68 26% YoY 1
Next FY $-0.41 ▲ +10.9% $-0.41 — $-0.41 40% YoY 1

Top Institutional Holders

FundValueMove
VANGUARD GROUP INC$34.1MADD
MORGAN STANLEY$14.5MDOUBLED
TWO SIGMA INVESTMENTS, LP$7.7MDOUBLED
CHARLES SCHWAB INVESTMENT MANAGEMENT$4.8MADD
BANK OF AMERICA CORP$680.9KDOUBLED

Recent Insider Trades

DateInsiderTypeValue
May 21, 2026AE REDA$0.00
May 21, 2026HAYES DOROTHYA$0.00
May 21, 2026McConville JamesA$0.00
May 21, 2026Isham JoanneA$0.00
May 21, 2026Brothers LouisA$0.00

Reddit Sentiment

53°
Neutral
Bearish Neutral Bullish
31 mentions 11 bullish 9 bearish
7 institutional holders with $62.5M total value (8,229,085 shares) as of 2025-Q4. Top holders: VANGUARD, MORGAN, TWO. Net buying activity: 3 institutions added/increased vs 0 reduced.

Top Institutional Holders — 2025-Q4

#FundSharesValue% of TrackedLast Move
1VANGUARD GROUP INC4,490,385$34.1M54.6%ADD +38.5%
2MORGAN STANLEY1,904,911$14.5M23.1%DOUBLED +233.6%
3TWO SIGMA INVESTMENTS, LP1,010,261$7.7M12.3%DOUBLED +489.3%
4CHARLES SCHWAB INVESTMENT MANAGEMENT INC635,280$4.8M7.7%ADD +40.9%
5BANK OF AMERICA CORP /DE/89,589$680.9K1.1%DOUBLED +347.0%
6WELLS FARGO & COMPANY/MN86,057$654.0K1.0%ADD +34.9%
7FMR LLC12,602$95.8K0.2%NEAR_EXIT -99.1%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
VANGUARD GROUP INCADD3,242,8484,490,385+38.5%$34.1M2025-Q4
CHARLES SCHWAB INVESTMENT MANAGEMENT INCADD450,744635,280+40.9%$4.8M2025-Q4
WELLS FARGO & COMPANY/MNADD63,80286,057+34.9%$654.0K2025-Q4
MORGAN STANLEYDOUBLED600,5172,003,553+233.6%$18.0M2025-Q3
TWO SIGMA INVESTMENTS, LPDOUBLED178,0691,049,292+489.3%$9.4M2025-Q3
UBS Group AGDOUBLED151,118847,017+460.5%$7.6M2025-Q3
CHARLES SCHWAB INVESTMENT MANAGEMENT INCDOUBLED108,103450,744+317.0%$4.1M2025-Q3
BANK OF AMERICA CORP /DE/DOUBLED26,177117,015+347.0%$1.1M2025-Q3
WELLS FARGO & COMPANY/MNADD33,81263,802+88.7%$573.6K2025-Q3
FMR LLCNEAR_EXIT1,221,12310,733-99.1%$96.5K2025-Q3
VANGUARD GROUP INCDOUBLED1,480,5763,151,803+112.9%$51.4M2025-Q2
FMR LLCDOUBLED11,0581,221,123+10942.9%$19.9M2025-Q2
TWO SIGMA INVESTMENTS, LPTRIM477,651178,069-62.7%$2.9M2025-Q2
UBS Group AGTRIM374,227151,118-59.6%$2.5M2025-Q2
CHARLES SCHWAB INVESTMENT MANAGEMENT INCADD65,645108,103+64.7%$1.8M2025-Q2
BANK OF AMERICA CORP /DE/NEAR_EXIT255,78826,177-89.8%$426.7K2025-Q2
RENAISSANCE TECHNOLOGIES LLCEXIT23,9000-100.0%$0.002025-Q2
MORGAN STANLEYDOUBLED365,799740,495+102.4%$6.1M2025-Q1
TWO SIGMA INVESTMENTS, LPDOUBLED149,369477,651+219.8%$4.0M2025-Q1
CITADEL ADVISORS LLCADD251,600390,624+55.3%$3.2M2025-Q1
UBS Group AGADD227,432374,227+64.5%$3.1M2025-Q1
WELLS FARGO & COMPANY/MNADD16,32628,998+77.6%$240.4K2025-Q1
RENAISSANCE TECHNOLOGIES LLCNEAR_EXIT324,20023,900-92.6%$198.1K2025-Q1
FMR LLCNEAR_EXIT855,14711,058-98.7%$91.7K2025-Q1
MORGAN STANLEYADD274,395365,799+33.3%$6.0M2024-Q4
6 unique insiders with 28 transactions. Net insider value: -$746.5M ($0.00 bought, $746.5M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 21, 2026AE RED HOLDINGS, LLCDirectorA19,544$0.00$0.00
May 21, 2026HAYES DOROTHY DDirectorA9,772$0.00$0.00
May 21, 2026McConville JamesDirectorA9,772$0.00$0.00
May 21, 2026Isham Joanne O'RourkeDirectorA9,772$0.00$0.00
May 21, 2026Brothers Louis R JrDirectorA9,772$0.00$0.00
May 21, 2026Calvelli FrankDirectorA9,772$0.00$0.00
May 18, 2026AE RED HOLDINGS, LLCDirectorSELL5,659,509$14.50$82.1M
May 18, 2026AE RED HOLDINGS, LLCDirectorC46,505.13$0.00$0.00
May 18, 2026AE RED HOLDINGS, LLCDirectorC15,247,586$3.05$46.5M
Apr 22, 2026AE RED HOLDINGS, LLCDirectorSELL21,365,909$10.85$231.8M
Apr 21, 2026AE RED HOLDINGS, LLCDirectorSELL977,887$10.57$10.3M
Apr 20, 2026AE RED HOLDINGS, LLCDirectorSELL1,766,372$10.23$18.1M
Apr 17, 2026AE RED HOLDINGS, LLCDirectorSELL2,034,536$10.77$21.9M
Apr 16, 2026AE RED HOLDINGS, LLCDirectorSELL3,145,207$10.57$33.2M
Apr 15, 2026AE RED HOLDINGS, LLCDirectorSELL692,936$9.70$6.7M
Apr 14, 2026AE RED HOLDINGS, LLCDirectorSELL1,202,375$9.92$11.9M
Apr 13, 2026AE RED HOLDINGS, LLCDirectorSELL790,393$9.78$7.7M
Apr 10, 2026AE RED HOLDINGS, LLCDirectorSELL581,018$9.31$5.4M
Apr 9, 2026AE RED HOLDINGS, LLCDirectorSELL542,368$9.37$5.1M
Apr 8, 2026AE RED HOLDINGS, LLCDirectorSELL407,776$10.17$4.1M
Apr 3, 2026Calvelli FrankDirectorA2,999$0.00$0.00
Mar 25, 2026AE RED HOLDINGS, LLCDirectorSELL2,500,000$9.45$23.6M
Mar 24, 2026AE RED HOLDINGS, LLCDirectorSELL7,500,000$9.15$68.6M
Mar 20, 2026AE RED HOLDINGS, LLCDirectorSELL27,190$10.06$273.5K
Mar 18, 2026AE RED HOLDINGS, LLCDirectorSELL81,319$10.01$814.0K
Mar 17, 2026AE RED HOLDINGS, LLCDirectorSELL996,927$10.10$10.1M
Mar 16, 2026AE RED HOLDINGS, LLCDirectorSELL97,066$10.06$976.5K
Mar 13, 2026AE RED HOLDINGS, LLCDirectorSELL11,615$10.01$116.3K
Mar 2, 2026AE RED HOLDINGS, LLCDirectorSELL244,666$10.06$2.5M
Feb 10, 2026AE RED HOLDINGS, LLCDirectorSELL49,985$10.01$500.3K
Feb 9, 2026AE RED HOLDINGS, LLCDirectorSELL1,385,507$10.10$14.0M
Feb 4, 2026AE RED HOLDINGS, LLCDirectorSELL11,761$11.18$131.5K
Feb 3, 2026AE RED HOLDINGS, LLCDirectorSELL3,357,142$11.18$37.5M
Feb 2, 2026AE RED HOLDINGS, LLCDirectorSELL1,312,126$11.12$14.6M
Jan 30, 2026AE RED HOLDINGS, LLCDirectorSELL1,550,179$12.65$19.6M
Jan 29, 2026AE RED HOLDINGS, LLCDirectorSELL3,932,686$12.80$50.3M
Jan 28, 2026AE RED HOLDINGS, LLCDirectorSELL4,847,867$13.29$64.4M

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Buy (79% buy). Based on 14 analysts: 2 strong buy, 9 buy, 2 hold, 1 sell, 0 strong sell.

Analyst Price Targets

$15.67 mean target -0.5% upside Hold (1.70)
$7.00 Low $24.00 High
MetricValue
Current Price$15.75
Target Low$7.00
Target Mean$15.67
Target Median$15.00
Target High$24.00
# Analysts9
RecommendationHold (1.70)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$-0.15 $-0.15 $-0.15 +6.3% 1↑ 0↓ $0.1B 73.9% 1
Next Q
2026-09-30
$-0.12 $-0.12 $-0.12 37.2% +14.3% 1↑ 0↓ $0.1B 19.7% 1
Current FY
2026-12-31
$-0.68 $-0.68 $-0.68 26.4% -13.3% 0↑ 1↓ $0.5B 40.0% 1
Next FY
2027-12-31
$-0.41 $-0.41 $-0.41 39.7% +10.9% 1↑ 0↓ $0.6B 20.2% 1

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$-0.150
7d ago$-0.160+0.010
30d ago$-0.160+0.010
60d ago$-0.160+0.010
90d ago$0.000-0.150
5 analyst firms have rated this stock: 1 upgrades, 1 downgrades, 1 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
Jun 1, 2026 Jefferies DOWNGRADE Buy Hold
May 11, 2026 Canaccord Genuity MAINTAIN Buy Buy
Mar 9, 2026 Truist Securities UPGRADE Hold Buy
Mar 6, 2026 Jefferies MAINTAIN Buy Buy
Mar 2, 2026 Canaccord Genuity MAINTAIN Buy Buy
Dec 23, 2025 HC Wainwright & Co. REITERATE Buy Buy
Dec 19, 2025 Keybanc INITIATE Sector Weight

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 20262921079%
May 1, 20262921079%
Apr 1, 20262831071%
Mar 1, 20262831071%
Feb 1, 20262831071%
Jan 1, 20262831071%
Strong BuyBuyHoldSellStrong Sell

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

53°
Neutral
Bearish Neutral Bullish
31 mentions 11 bullish 9 bearish 30 time periods

Reddit Sentiment History

DateMentionsSentimentBullishBearishThreads
Jun 9, 2026160° Warm101
Jun 9, 2026160° Warm101
Jun 2, 2026150° Neutral001
Jun 2, 2026150° Neutral001
May 31, 2026140° Cool011
May 31, 2026140° Cool011
May 30, 2026140° Cool011
May 30, 2026140° Cool011
May 30, 2026156° Neutral001
May 30, 2026156° Neutral001
May 29, 2026156° Neutral001
May 29, 2026156° Neutral001
May 28, 2026140° Cool011
May 28, 2026140° Cool011
May 27, 2026160° Warm101
May 27, 2026140° Cool011
May 27, 2026140° Cool011
May 26, 2026160° Warm101
May 26, 2026160° Warm101
May 26, 2026140° Cool011
May 26, 2026258° Warm102
May 26, 2026160° Warm101
May 22, 2026160° Warm101
May 18, 2026150° Neutral001
May 18, 2026150° Neutral001
May 18, 2026150° Neutral001
May 13, 2026160° Warm101
May 13, 2026160° Warm101
May 11, 2026150° Neutral001
May 9, 2026160° Warm101

Recent Reddit Threads

r/wallstreetbets Neutral 1d 1h ago
Betting $440k on strawberries in space (RDW)
▲ 1 💬 0 ⚡ 0.5
r/wallstreetbets Neutral 1d 1h ago
$440k bet on strawberries in space (RDW)
▲ 1 💬 0 ⚡ 0.5
r/wallstreetbets Neutral 1d 1h ago
Betting $440k on strawberries in space (RDW)
▲ 1 💬 0 ⚡ 0.5
r/wallstreetbets Bullish 5d 11h ago
Redwire (RDW) surges 20% on partnership to grow strawberries in space
▲ 0 💬 0
r/wallstreetbets Neutral 6d 18h ago
$rdw
▲ 1 💬 0 ⚡ 0.5
r/wallstreetbets Bullish 7d 2h ago
Drones + Space = Profit (RDW)
▲ 2 💬 0 ⚡ 0.5
r/wallstreetbets Neutral 7d 10h ago
RKLB RDW option plays?
▲ 1 💬 0 ⚡ 0.5
r/investing Bearish 9d 8h ago
Tomorrow I am buying.....
▲ 1 💬 0 ⚡ 0.5
r/stocks Neutral 10d 22h ago
SpaceX effect on market
▲ 1 💬 0 ⚡ 0.5
r/wallstreetbets Neutral 11d 7h ago
AI Data Centers in Space YOLO (RDW)
▲ 1 💬 0 ⚡ 0.4
r/wallstreetbets Neutral 11d 12h ago
Whitepaper on Powering AI Data Centers in Space ($RDW)
▲ 1 💬 0 ⚡ 0.5
r/wallstreetbets Bearish 13d 5h ago
Hit 2.5 M accidentally, what should I do?
▲ 1 💬 1 ⚡ 0.5
r/wallstreetbets Bullish 13d 16h ago
First 30 Bagger 🤑
▲ 1 💬 0 ⚡ 0.4
r/wallstreetbets Bearish 14d 2h ago
PUT for space stock - RKLB, LUNR etc?
▲ 1 💬 0 ⚡ 0.5
r/wallstreetbets Bullish 14d 3h ago
Redwire (RDW) is still undervalued
▲ 1 💬 0 ⚡ 0.5
r/wallstreetbets Bullish 14d 9h ago
Riding the Space X IPO (RDW)
▲ 1 💬 0 ⚡ 0.5
r/wallstreetbets Bullish 14d 12h ago
The 10xer already in progress - Redwire (RDW) DD
▲ 1 💬 0 ⚡ 0.5
r/wallstreetbets Bullish 14d 12h ago
The 10xer already in progress - Redwire (RDW) DD
▲ 1 💬 0 ⚡ 0.5
May 13, 2026
earnings_calendar
RDW Q1 2026 Earnings Scheduled — 2026-05-13
May 8, 2026
short_interest
FTD: RDW — 168,595 shares ($1.6M) failed to deliver
Settlement: 20260508, Price: $9.20, FTD Value: $1,551,074, REDWIRE CORPORATION COM (DE)
May 6, 2026
earnings_calendar
RDW Q1 2026 Earnings Scheduled — 2026-05-06
May 1, 2026
short_interest
FTD: RDW — 226,285 shares ($2.1M) failed to deliver
Settlement: 20260501, Price: $9.19, FTD Value: $2,079,559.15, REDWIRE CORPORATION COM (DE)
Apr 23, 2026
short_interest
FTD: RDW — 6,924,543 shares ($82.6M) failed to deliver
Settlement: 20260423, Price: $11.93, FTD Value: $82,609,797.99, REDWIRE CORPORATION COM (DE)
Apr 20, 2026
short_interest
FTD: RDW — 1,940,083 shares ($20.1M) failed to deliver
Settlement: 20260420, Price: $10.34, FTD Value: $20,060,458.22, REDWIRE CORPORATION COM (DE)
Apr 15, 2026
short_interest
FTD: RDW — 266,453 shares ($2.6M) failed to deliver
Settlement: 20260415, Price: $9.81, FTD Value: $2,613,903.93, REDWIRE CORPORATION COM (DE)
Apr 14, 2026
short_interest
FTD: RDW — 81,339 shares ($0.8M) failed to deliver
Settlement: 20260414, Price: $9.99, FTD Value: $812,576.61, REDWIRE CORPORATION COM (DE)
Apr 13, 2026
short_interest
FTD: RDW — 569,885 shares ($5.3M) failed to deliver
Settlement: 20260413, Price: $9.29, FTD Value: $5,294,231.65, REDWIRE CORPORATION COM (DE)
Mar 27, 2026
short_interest
FTD: RDW — 92,322 shares ($0.8M) failed to deliver
Settlement: 20260327, Price: $8.87, FTD Value: $818,896.14, REDWIRE CORPORATION COM (DE)
Mar 26, 2026
short_interest
FTD: RDW — 541,594 shares ($5.0M) failed to deliver
Settlement: 20260326, Price: $9.16, FTD Value: $4,961,001.04, REDWIRE CORPORATION COM (DE)
Mar 25, 2026
short_interest
FTD: RDW — 7,475,904 shares ($67.7M) failed to deliver
Settlement: 20260325, Price: $9.05, FTD Value: $67,656,931.2, REDWIRE CORPORATION COM (DE)
Mar 24, 2026
short_interest
FTD: RDW — 54,027 shares ($0.5M) failed to deliver
Settlement: 20260324, Price: $9.38, FTD Value: $506,773.26, REDWIRE CORPORATION COM (DE)
Mar 18, 2026
short_interest
FTD: RDW — 63,225 shares ($0.6M) failed to deliver
Settlement: 20260318, Price: $10.13, FTD Value: $640,469.25, REDWIRE CORPORATION COM (DE)
Mar 16, 2026
short_interest
FTD: RDW — 60,227 shares ($0.6M) failed to deliver
Settlement: 20260316, Price: $9.59, FTD Value: $577,576.93, REDWIRE CORPORATION COM (DE)