Redwire (NYSE:RDW) Upgraded by Wall Street Zen to Hold Rating

Key Points

• Wall Street Zen upgraded Redwire from “Sell” to “Hold,” while the broader analyst consensus remains “Hold,” with five Buy, three Hold, and two Sell ratings and an average price target of $15.44.
• Redwire’s latest quarter beat expectations, reporting revenue of $117.07 million versus $107.10 million expected and an adjusted EPS loss of $0.09 compared with the projected $0.16 loss. However, the company remains unprofitable, with a negative net margin of 57.26%.
• Shares opened at $13.56, well below their 12-month high of $26.64. A director also sold approximately 1.07 million shares for $23.0 million, reducing the position by nearly 50%.

Redwire (NYSE:RDW - Get Free Report) was upgraded by research analysts at Wall Street Zen from a "sell" rating to a "hold" rating in a research note issued on Saturday.

Several other equities research analysts have also commented on RDW. Weiss Ratings restated a "sell (d-)" rating on shares of Redwire in a research report on Friday, July 17th. Truist Financial raised Redwire to a "strong-buy" rating in a research note on Friday, May 1st. Alliance Global Partners restated a "buy" rating on shares of Redwire in a report on Thursday. Canaccord Genuity Group raised their price objective on shares of Redwire from $12.00 to $14.00 and gave the stock a "buy" rating in a research report on Monday, May 11th. Finally, Jefferies Financial Group upgraded shares of Redwire to a "hold" rating in a research report on Wednesday, June 10th. One research analyst has rated the stock with a Strong Buy rating, five have assigned a Buy rating, three have issued a Hold rating and two have assigned a Sell rating to the company. Based on data from MarketBeat, the company presently has an average rating of "Hold" and a consensus price target of $15.44.

Redwire Price Performance

Shares of NYSE RDW opened at $13.56 on Friday. The company has a market capitalization of $3.24 billion, a PE ratio of -9.29 and a beta of 3.05. The company has a quick ratio of 1.37, a current ratio of 1.75 and a debt-to-equity ratio of 0.08. Redwire has a twelve month low of $4.87 and a twelve month high of $26.64. The firm has a fifty day simple moving average of $12.22 and a 200 day simple moving average of $11.32.

Redwire (NYSE:RDW - Get Free Report) last issued its quarterly earnings results on Wednesday, August 5th. The company reported ($0.09) EPS for the quarter, beating analysts' consensus estimates of ($0.16) by $0.07. Redwire had a negative net margin of 57.26% and a negative return on equity of 12.65%. The business had revenue of $117.07 million for the quarter, compared to analysts' expectations of $107.10 million. On average, sell-side analysts forecast that Redwire will post -0.88 EPS for the current year.

Insider Buying and Selling

In related news, Director Ae Red Holdings, Llc sold 1,070,565 shares of the company's stock in a transaction that occurred on Thursday, June 11th. The stock was sold at an average price of $21.48, for a total transaction of $22,995,736.20. Following the transaction, the director directly owned 1,077,419 shares of the company's stock, valued at approximately $23,142,960.12. This represents a 49.84% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. 0.79% of the stock is owned by insiders.

Institutional Investors Weigh In On Redwire

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

More 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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.

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