Why Redwire (RDW) Stock Is Down Today

Redwire Corporation (RDW) is down 3.3% today. Here is some analysis on what might have caused this price movement.

Analysis: Redwire appears to be slipping despite fresh contract news, and there does not appear to be a clear negative operating update behind today’s move. This could be because investors are taking profits after recent defense and space contract announcements, while a still-open at-the-market stock program and a recent large holder sale filing continue to hang over sentiment.

Details:

Redwire announced on October 5 that it won a follow-on contract to provide Roll-Out Solar Array wings for Axiom Space’s second space station module, which suggests today’s decline was not driven by an obvious negative headline.

The company had already disclosed another notable win on September 24, when it said it was selected for Space Systems Command’s NITE-STAR IDIQ contract, a program with a stated ceiling of $980 million across participants.

Redwire’s second-quarter 2026 results showed record revenue of $117.1 million, gross margin of 27.8%, contracted backlog of $542.1 million, and total liquidity of $607.8 million, pointing to improving fundamentals rather than a sudden business deterioration.

Investors may still be weighing supply-related pressure: Redwire set up an at-the-market equity program for up to $500 million in June, and AE Red Holdings filed on September 23 to sell 929,435 shares worth about $10.9 million.

Sources:

Redwire Investor Relations, SEC, AP News

Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

$RDW Insider Trading Activity

$RDW insiders have traded $RDW stock on the open market 14 times in the past 6 months. Of those trades, 0 have been purchases and 14 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 14 sales selling 49,824,928 shares for an estimated $588,984,907.

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.

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$RDW Hedge Fund Activity

We have seen 232 institutional investors add shares of $RDW stock to their portfolio, and 108 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

AE INDUSTRIAL PARTNERS, LP removed 32,997,160 shares (-98.2%) from their portfolio in Q2 2026, for an estimated $403,555,266
MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. added 11,851,668 shares (+inf%) to their portfolio in Q2 2026, for an estimated $144,945,899
RENAISSANCE TECHNOLOGIES LLC added 9,399,700 shares (+inf%) to their portfolio in Q2 2026, for an estimated $114,958,331
BANK OF AMERICA CORP /DE/ removed 5,746,877 shares (-84.3%) from their portfolio in Q2 2026, for an estimated $70,284,305
BLACKROCK, INC. added 4,994,728 shares (+45.1%) to their portfolio in Q2 2026, for an estimated $61,085,523
VAN ECK ASSOCIATES CORP added 4,341,424 shares (+173.0%) to their portfolio in Q2 2026, for an estimated $53,095,615
D. E. SHAW & CO., INC. added 3,734,733 shares (+inf%) to their portfolio in Q2 2026, for an estimated $45,675,784

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.

$RDW Price Targets

Multiple analysts have issued price targets for $RDW recently. We have seen 2 analysts offer price targets for $RDW in the last 6 months, with a median target of $19.0.

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

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.