Analyst Shift on Redwire: Recent analyst commentary highlighted a price target increase to $24 alongside a downgrade to hold status, citing substantial year-to-date gains and valuation expansion. Market participants noted the firm's view that further upside may be limited in the near term despite ongoing operational progress. This adjustment has prompted discussions on whether the stock's momentum can sustain amid broader sector movements.
Capital Raise and Market Reaction: A new $500 million equity offering filing drew attention as it followed full utilization of prior authorizations. Observers discussed implications for balance sheet flexibility in supporting growth initiatives like lunar robotics and defense contracts. The announcement coincided with price volatility, including an 11 percent drop on elevated volume linked to short seller commentary.
Long-Term Space Outlook: Discussions emphasized Redwire's positioning in in-space manufacturing and solar array technologies, with references to European Space Agency strategies potentially expanding demand. Positive notes on recent executive hires and backlog levels fueled views of significant future potential in national security and commercial applications. Technical analyses pointed to support levels that could enable rebounds if key thresholds hold.
Note: This discussion summary was generated from an AI condensation of post data.
Redwire Insider Trading Activity
Redwire insiders have traded $RDW stock on the open market 38 times in the past 6 months. Of those trades, 0 have been purchases and 38 have been sales.
Here’s a breakdown of recent trading of $RDW stock by insiders over the last 6 months:
- RED HOLDINGS, LLC AE has made 0 purchases and 38 sales selling 101,684,057 shares for an estimated $1,149,134,663.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
Redwire Revenue
Redwire had revenues of $97M in Q1 2026. This is an increase of 57.95% from the same period in the prior year.
You can track RDW financials on Quiver Quantitative's RDW stock page.
You can access data on RDW stock through the Quiver Quantitative API.
Redwire Hedge Fund Activity
We have seen 191 institutional investors add shares of Redwire 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 removed 57,984,458 shares (-63.3%) from their portfolio in Q1 2026, for an estimated $492,867,893
- BANK OF AMERICA CORP /DE/ added 6,730,414 shares (+7512.5%) to their portfolio in Q1 2026, for an estimated $57,208,519
- BLACKROCK, INC. added 5,115,358 shares (+85.9%) to their portfolio in Q1 2026, for an estimated $43,480,543
- STATE STREET CORP added 2,208,454 shares (+46.9%) to their portfolio in Q1 2026, for an estimated $18,771,859
- TWO SIGMA INVESTMENTS, LP added 2,040,782 shares (+202.0%) to their portfolio in Q1 2026, for an estimated $17,346,647
- HRT FINANCIAL LP added 1,923,254 shares (+inf%) to their portfolio in Q1 2026, for an estimated $16,347,659
- MORGAN STANLEY added 1,698,773 shares (+89.2%) to their portfolio in Q1 2026, for an estimated $14,439,570
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
Redwire Analyst Ratings
Wall Street analysts have issued reports on $RDW in the last several months. We have seen 1 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- HC Wainwright & Co. issued a "Buy" rating on 12/23/2025
To track analyst ratings and price targets for Redwire, check out Quiver Quantitative's $RDW forecast page.
Redwire Price Targets
Multiple analysts have issued price targets for $RDW recently. We have seen 4 analysts offer price targets for $RDW in the last 6 months, with a median target of $18.5.
Here are some recent targets:
- Greg Konrad from Jefferies set a target price of $24.0 on 06/01/2026
- Austin Moeller from Canaccord Genuity set a target price of $14.0 on 05/11/2026
- Michael Ciarmoli from Truist Securities set a target price of $15.0 on 03/09/2026
- Scott Buck from HC Wainwright & Co. set a target price of $22.0 on 12/23/2025
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.
