Recent Surge: Redwire Corporation (RDW) has caught significant attention on X recently, driven by a reported stock surge of over 10% in a single day. Discussions highlight a $44 million DARPA contract for the Otter VLEO mission as a key catalyst for optimism. Many users are excited about the company’s advancements in space technology.
Mixed Concerns: Despite the enthusiasm, some conversations on X reflect concern over Redwire’s recent 30% stock drop last month, attributed to profitability struggles and shareholder dilution. Posts also mention revenue misses in the latest quarter, fueling debates about the company’s long-term growth story. The high trading volume recently has kept the ticker in the spotlight.
Defense Expansion: Another hot topic on X is Redwire’s strategic acquisition of Edge Autonomy, with some users suggesting it positions the company as a leader in multi-domain defense tech. This move, along with potential for a short squeeze due to high short float, has sparked lively speculation. The dual focus on drones and space tech is generating buzz among investors.
Note: This discussion summary was generated from an AI condensation of post data.
Redwire Corporation Insider Trading Activity
Redwire Corporation insiders have traded $RDW stock on the open market 9 times in the past 6 months. Of those trades, 8 have been purchases and 1 have been sales.
Here’s a breakdown of recent trading of $RDW stock by insiders over the last 6 months:
- CAPITAL CREDIT MEMBER, LLC BAIN sold 11,000,000 shares for an estimated $86,130,000
- PETER ANTHONY JR CANNITO (Chairman and CEO) has made 2 purchases buying 40,905 shares for an estimated $249,634 and 0 sales.
- AARON MICHAEL FUTCH (EVP, GC and Secretary) has made 4 purchases buying 25,708 shares for an estimated $154,456 and 0 sales.
- CHRIS EDMUNDS (Chief Accounting Officer) has made 2 purchases buying 6,275 shares for an estimated $36,934 and 0 sales.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Redwire Corporation Revenue
Redwire Corporation had revenues of $103.4M in Q3 2025. This is an increase of 50.69% from the same period in the prior year.
You can track RDW financials on Quiver Quantitative's RDW stock page.
Redwire Corporation Hedge Fund Activity
We have seen 119 institutional investors add shares of Redwire Corporation stock to their portfolio, and 94 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- AE INDUSTRIAL PARTNERS, LP added 6,101,959 shares (+7.1%) to their portfolio in Q3 2025, for an estimated $54,856,611
- VOYA INVESTMENT MANAGEMENT LLC added 2,266,098 shares (+inf%) to their portfolio in Q3 2025, for an estimated $20,372,221
- HOOD RIVER CAPITAL MANAGEMENT LLC removed 2,221,219 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $19,968,758
- COOPER CREEK PARTNERS MANAGEMENT LLC removed 2,003,213 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $18,008,884
- MORGAN STANLEY added 1,403,036 shares (+233.6%) to their portfolio in Q3 2025, for an estimated $12,613,293
- STATE STREET CORP added 1,264,848 shares (+76.3%) to their portfolio in Q3 2025, for an estimated $11,370,983
- BLACKROCK, INC. added 1,222,856 shares (+43.7%) to their portfolio in Q3 2025, for an estimated $10,993,475
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Redwire Corporation Analyst Ratings
Wall Street analysts have issued reports on $RDW in the last several months. We have seen 3 firms issue buy ratings on the stock, and 1 firms issue sell ratings.
Here are some recent analyst ratings:
- B of A Securities issued a "Underperform" rating on 11/19/2025
- Canaccord Genuity issued a "Buy" rating on 08/11/2025
- HC Wainwright & Co. issued a "Buy" rating on 08/08/2025
- B. Riley Securities issued a "Buy" rating on 08/08/2025
To track analyst ratings and price targets for Redwire Corporation, check out Quiver Quantitative's $RDW forecast page.
Redwire Corporation Price Targets
Multiple analysts have issued price targets for $RDW recently. We have seen 6 analysts offer price targets for $RDW in the last 6 months, with a median target of $15.5.
Here are some recent targets:
- Ronald Epstein from B of A Securities set a target price of $6.0 on 11/19/2025
- Austin Moeller from Canaccord Genuity set a target price of $11.0 on 11/12/2025
- Michael Ciarmoli from Truist Securities set a target price of $8.0 on 11/07/2025
- Colin Canfield from Cantor Fitzgerald set a target price of $20.0 on 11/05/2025
- Scott Buck from HC Wainwright & Co. set a target price of $22.0 on 08/08/2025
- Mike Crawford from B. Riley Securities set a target price of $20.0 on 08/08/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
