RDW

Redwire Corp

NYSE · Guided Missiles & Space Vehicles & Parts · CIK 0001819810
$15.12 -11.53% $3.6B
High Impact Filing (7/10)37 New Institutional Positions3 Institutional Exits
Vol
Market Cap$3.6B
Cap SizeMid Cap
Analyst ConsensusStrong Buy (79%)
Inst. Holders50 funds
Inst. Value$647.7M
Inst. Activity37 buys / 3 sells
Insider Activity0B / 28S
Insider Net $-$746.5M
Reddit Sentiment49° Neutral
SEC Reports7
Exchange NYSE·Sector Guided Missiles & Space Vehicles & Parts·CIK 0001819810·Prev Close $17.09

Recent Activity

Jun 11, 2026 SEC
Redwire's 2025-Q3 13F cluster shows five mega-passive fund families (BlackRock, State Street, BofA, T. Rowe Price, Morga
INST-CLUSTER — Impact 3/10
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 was granted 19,544 shares
Director
May 21, 2026 Insider
HAYES DOROTHY D was granted 9,772 shares
Director
May 21, 2026 Insider
McConville James was granted 9,772 shares
Director
Inst.
BlackRock, Inc. — ADD
11,073,433 shares ($94.1M)
Inst.
STATE STREET CORP — ADD
6,917,054 shares ($58.8M)

Price Targets

$15.67 +3.6% upside Hold
Current $15.12 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
BlackRock, Inc.$94.1MADD
STATE STREET CORP$58.8MADD
BANK OF AMERICA CORP$58.0MDOUBLED
VANGUARD CAPITAL MANAGEMENT LLC$47.6M
CITADEL ADVISORS LLC$32.9M

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

49°
Neutral
Bearish Neutral Bullish
31 mentions 10 bullish 11 bearish
50 institutional holders with $647.7M total value (76,210,010 shares) as of 2026-Q1. Top holders: BlackRock,, STATE, BANK. Net buying activity: 37 institutions added/increased vs 3 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1BlackRock, Inc.11,073,433$94.1M14.5%ADD +85.9%
2STATE STREET CORP6,917,054$58.8M9.1%ADD +46.9%
3BANK OF AMERICA CORP /DE/6,820,003$58.0M9.0%DOUBLED +3706.3%
4VANGUARD CAPITAL MANAGEMENT LLC5,600,421$47.6M7.3%
5CITADEL ADVISORS LLC3,868,882$32.9M5.1%
6SUSQUEHANNA INTERNATIONAL GROUP, LLP3,730,200$31.7M4.9%
7MORGAN STANLEY3,603,684$30.6M4.7%ADD +89.2%
8VOYA INVESTMENT MANAGEMENT LLC3,378,107$28.7M4.4%ADD +42.3%
9SUSQUEHANNA INTERNATIONAL GROUP, LLP3,136,100$26.7M4.1%
10TWO SIGMA INVESTMENTS, LP3,051,043$25.9M4.0%
11GOLDMAN SACHS GROUP INC2,724,539$23.2M3.6%
12SUSQUEHANNA INTERNATIONAL GROUP, LLP2,317,711$19.7M3.0%
13D. E. Shaw & Co., Inc.2,176,381$18.5M2.9%
14Invesco Ltd.1,678,700$14.3M2.2%ADD +29.6%
15Mitsubishi UFJ Asset Management Co., Ltd.1,387,447$11.8M1.8%ADD +37.4%
16GROUP ONE TRADING LLC1,307,918$11.1M1.7%DOUBLED +102.8%
17Baird Financial Group, Inc.1,287,833$10.9M1.7%NEW
18Nuveen, LLC1,268,657$10.8M1.7%DOUBLED +616.8%
19Clear Street Group Inc.1,192,929$10.1M1.6%NEW
20CITADEL ADVISORS LLC809,500$6.9M1.1%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
BlackRock, Inc.ADD5,958,07511,073,433+85.9%$94.1M2026-Q1
STATE STREET CORPADD4,708,6006,917,054+46.9%$58.8M2026-Q1
BANK OF AMERICA CORP /DE/DOUBLED89,5896,820,003+3706.3%$58.0M2026-Q1
MORGAN STANLEYADD1,904,9113,603,684+89.2%$30.6M2026-Q1
Invesco Ltd.ADD1,295,4611,678,700+29.6%$14.3M2026-Q1
Mitsubishi UFJ Asset Management Co., Ltd.ADD1,009,9991,387,447+37.4%$11.8M2026-Q1
GROUP ONE TRADING LLCDOUBLED644,9881,307,918+102.8%$11.1M2026-Q1
Baird Financial Group, Inc.NEW1,287,833$10.9M2026-Q1
Nuveen, LLCDOUBLED176,9831,268,657+616.8%$10.8M2026-Q1
Clear Street Group Inc.NEW1,192,929$10.1M2026-Q1
Neuberger Berman Group LLCADD590,119785,619+33.1%$6.7M2026-Q1
TUDOR INVESTMENT CORP ET ALDOUBLED137,352458,144+233.6%$3.9M2026-Q1
ExodusPoint Capital Management, LPDOUBLED12,070431,833+3477.7%$3.7M2026-Q1
STIFEL FINANCIAL CORPADD127,156169,759+33.5%$1.4M2026-Q1
HighTower Advisors, LLCDOUBLED25,830166,037+542.8%$1.4M2026-Q1
Brevan Howard Capital Management LPADD105,809156,254+47.7%$1.3M2026-Q1
RHUMBLINE ADVISERSADD69,730124,647+78.8%$1.1M2026-Q1
SEI INVESTMENTS CODOUBLED43,134117,834+173.2%$1.0M2026-Q1
Rockefeller Capital Management L.P.DOUBLED4,016109,590+2628.8%$931.5K2026-Q1
Russell Investments Group, Ltd.ADD71,694108,318+51.1%$920.7K2026-Q1
MARSHALL WACE, LLPDOUBLED21,820104,487+378.9%$888.1K2026-Q1
BALYASNY ASSET MANAGEMENT L.P.TRIM283,28293,736-66.9%$796.8K2026-Q1
DEUTSCHE BANK AG\ADD52,00886,088+65.5%$731.7K2026-Q1
MetLife Investment Management, LLCADD41,71958,502+40.2%$497.3K2026-Q1
DnB Asset Management ASNEAR_EXIT304,64058,256-80.9%$495.2K2026-Q1
6 unique insiders with 37 transactions. Net insider value: -$746.5M ($0.00 bought, $746.5M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 21, 2026AE RED HOLDINGS, LLCDirectorAWARD19,544
May 21, 2026HAYES DOROTHY DDirectorAWARD9,772
May 21, 2026McConville JamesDirectorAWARD9,772
May 21, 2026Isham Joanne O'RourkeDirectorAWARD9,772
May 21, 2026Brothers Louis R JrDirectorAWARD9,772
May 21, 2026Calvelli FrankDirectorAWARD9,772
May 18, 2026AE RED HOLDINGS, LLCDirectorSELL5,659,509$14.50$82.1M
May 18, 2026AE RED HOLDINGS, LLCDirectorCONVERT46,505.13
May 18, 2026AE RED HOLDINGS, LLCDirectorCONVERT15,247,586$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 FrankDirectorAWARD2,999
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 +3.6% upside Hold (1.70)
$7.00 Low $24.00 High
MetricValue
Current Price$15.12
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.

49°
Neutral
Bearish Neutral Bullish
31 mentions 10 bullish 11 bearish 30 time periods

Reddit Sentiment History

DateMentionsSentimentBullishBearishThreads
Jun 14, 2026140° Cool011
Jun 14, 2026140° Cool011
Jun 12, 2026160° Warm101
Jun 12, 2026160° Warm101
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

Recent Reddit Threads

r/wallstreetbets Bearish 10h 32m ago
Half Cash, Half Stock - I think there’s a conspiracy here guys
▲ 1 💬 0 ⚡ 0.5
r/options Bullish 2d 13h ago
NEED ADVISE PLEASE! I am deep ITM
▲ 1 💬 0 ⚡ 0.5
r/wallstreetbets Neutral 6d 5h ago
Betting $440k on strawberries in space (RDW)
▲ 1 💬 0 ⚡ 0.5
r/wallstreetbets Neutral 6d 5h ago
$440k bet on strawberries in space (RDW)
▲ 1 💬 0 ⚡ 0.5
r/wallstreetbets Neutral 6d 5h ago
Betting $440k on strawberries in space (RDW)
▲ 1 💬 0 ⚡ 0.5
r/wallstreetbets Bullish 10d 14h ago
Redwire (RDW) surges 20% on partnership to grow strawberries in space
▲ 0 💬 0
r/wallstreetbets Neutral 11d 22h ago
$rdw
▲ 1 💬 0 ⚡ 0.5
r/wallstreetbets Bullish 12d 6h ago
Drones + Space = Profit (RDW)
▲ 2 💬 0 ⚡ 0.5
r/wallstreetbets Neutral 12d 13h ago
RKLB RDW option plays?
▲ 1 💬 0 ⚡ 0.5
r/investing Bearish 14d 11h ago
Tomorrow I am buying.....
▲ 1 💬 0 ⚡ 0.5
r/stocks Neutral 16d 1h ago
SpaceX effect on market
▲ 1 💬 0 ⚡ 0.5
r/wallstreetbets Neutral 16d 10h ago
AI Data Centers in Space YOLO (RDW)
▲ 1 💬 0 ⚡ 0.4
r/wallstreetbets Neutral 16d 16h ago
Whitepaper on Powering AI Data Centers in Space ($RDW)
▲ 1 💬 0 ⚡ 0.5
r/wallstreetbets Bearish 18d 8h ago
Hit 2.5 M accidentally, what should I do?
▲ 1 💬 1 ⚡ 0.5
r/wallstreetbets Bullish 18d 19h ago
First 30 Bagger 🤑
▲ 1 💬 0 ⚡ 0.4
r/wallstreetbets Bearish 19d 5h ago
PUT for space stock - RKLB, LUNR etc?
▲ 1 💬 0 ⚡ 0.5
r/wallstreetbets Bullish 19d 6h ago
Redwire (RDW) is still undervalued
▲ 1 💬 0 ⚡ 0.5
r/wallstreetbets Bullish 19d 12h ago
Riding the Space X IPO (RDW)
▲ 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)