Wall Street Zen Upgrades Redwire (NYSE:RDW) to Hold

Redwire (NYSE:RDW) was upgraded by analysts at Wall Street Zen from a “sell” rating to a “hold” rating in a research report issued to clients and investors on Saturday.

A number of other research firms have also recently weighed in on RDW. Weiss Ratings reissued a “sell (d-)” rating on shares of Redwire in a report on Friday, July 17th. Canaccord Genuity Group increased their price objective on Redwire from $12.00 to $14.00 and gave the company a “buy” rating in a research note on Monday, May 11th. Cantor Fitzgerald lifted their price objective on Redwire from $9.00 to $13.50 and gave the stock an “overweight” rating in a research report on Wednesday, August 5th. Jefferies Financial Group raised shares of Redwire to a “hold” rating in a research note on Wednesday, June 10th. Finally, Alliance Global Partners restated a “buy” rating on shares of Redwire in a report on Thursday. One equities research analyst has rated the stock with a Strong Buy rating, five have issued a Buy rating, three have given a Hold rating and two have given a Sell rating to the company. According to MarketBeat.com, Redwire presently has an average rating of “Hold” and a consensus target price of $14.31.

Redwire Stock Performance

NYSE:RDW opened at $13.56 on Friday. The company has a current ratio of 1.75, a quick ratio of 1.37 and a debt-to-equity ratio of 0.08. The company has a market capitalization of $3.24 billion, a P/E ratio of -9.29 and a beta of 3.05. The firm has a 50-day moving average price of $12.22 and a two-hundred day moving average price of $11.32. Redwire has a twelve month low of $4.87 and a twelve month high of $26.64.

Redwire (NYSE:RDW) last posted its earnings results on Wednesday, August 5th. The company reported ($0.09) earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of ($0.16) by $0.07. The firm had revenue of $117.07 million for the quarter, compared to analyst estimates of $107.10 million. Redwire had a negative return on equity of 12.65% and a negative net margin of 57.26%. As a group, research analysts expect that Redwire will post -0.88 earnings per share for the current fiscal year.

Insider Buying and Selling

In other Redwire news, Director Ae Red Holdings, Llc sold 1,070,565 shares of the stock in a transaction that occurred on Thursday, June 11th. The shares were sold at an average price of $21.48, for a total transaction of $22,995,736.20. Following the transaction, the director owned 1,077,419 shares of the company’s stock, valued at $23,142,960.12. This trade represents a 49.84% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Company insiders own 0.79% of the company’s stock.

Institutional Trading of Redwire

Institutional investors have recently made changes to their positions in the stock. AQR Capital Management LLC increased its holdings in shares of Redwire by 125.0% during the 1st quarter. AQR Capital Management LLC now owns 51,437 shares of the company’s stock worth $426,000 after buying an additional 28,576 shares during the last quarter. Goldman Sachs Group Inc. boosted its holdings in Redwire by 352.8% in the first quarter. Goldman Sachs Group Inc. now owns 355,265 shares of the company’s stock valued at $2,945,000 after acquiring an additional 276,814 shares during the last quarter. Strs Ohio acquired a new position in Redwire in the first quarter valued at $69,000. Rhumbline Advisers grew its position in Redwire by 61.0% during the second quarter. Rhumbline Advisers now owns 56,517 shares of the company’s stock valued at $921,000 after acquiring an additional 21,417 shares during the period. Finally, Invesco Ltd. grew its position in Redwire by 57.6% during the second quarter. Invesco Ltd. now owns 21,198 shares of the company’s stock valued at $346,000 after acquiring an additional 7,750 shares during the period. 8.10% of the stock is owned by hedge funds and other institutional investors.

Key Redwire News

Here are the key news stories impacting Redwire this week:

• Positive Sentiment: Record Q2 results exceeded expectations. Revenue rose 89.6% year over year to $117.1 million, topping the $107.1 million consensus estimate, while the $0.09 per-share loss was narrower than analysts expected. Gross margin reached a record 27.8%, and the net loss improved to $41 million from $97 million a year earlier. Redwire Second-Quarter 2026 Financial Results
• Positive Sentiment: Backlog and liquidity support future growth. Contracted backlog reached a record $542.1 million, the quarterly book-to-bill ratio was 1.42, and total liquidity stood at $607.8 million. Redwire reaffirmed its 2026 revenue outlook of $450 million to $500 million, broadly consistent with consensus. Redwire Q2 Revenue and Backlog Update
• Positive Sentiment: New commercial space-pharmaceutical opportunity. Redwire’s SpaceMD announced its first commercial mission aboard SpaceX’s Starfall spacecraft, aimed at scaling in-space pharmaceutical development. The announcement expands Redwire’s potential commercial applications beyond government and defense contracts. SpaceMD Commercial Mission Announcement
• Positive Sentiment: Analyst support added to the momentum. Cantor Fitzgerald forecast substantial potential appreciation for RDW, reinforcing the favorable reaction to the earnings report. Cantor Fitzgerald Redwire Forecast
• Negative Sentiment: Profitability remains a concern. Redwire still reported a sizable net loss and negative adjusted EBITDA, and its full-year outlook does not yet imply near-term profitability. Reported insider activity also shows substantial selling, which could weigh on sentiment despite the improving operating results. Redwire Insider Activity and Q2 Metrics

About Redwire

Redwire Corporation is a space infrastructure company specializing in the design, engineering and manufacturing of mission-critical hardware and software for the spaceflight industry. The company’s offerings include deployable structures, solar power systems, radio frequency antennas, advanced composites and transparent optics. Redwire serves a broad customer base that spans civil space agencies, national defense organizations and commercial satellite operators, helping enable missions ranging from communications and Earth observation to deep-space exploration.

Formed through the strategic combination of several specialized space technology firms, Redwire’s portfolio encompasses both flight-proven hardware and cutting-edge in-space manufacturing capabilities.