Market Cap
$2.6B
RDW
Redwire Corp
$10.88 ▲ +2.93%
Prev close $10.57Market cap$2.6B
ConsensusBuy
12-mo target$14.69 (+35.0%)
▲ Bullish
Analyst conviction 7/10
High Impact Filing (7/10)42 New Institutional Positions8 Institutional Exits Space & Satellites
Snapshot
The big-picture read on RDW right now — valuation, ownership and activity at a glance.
Cap Size
Mid Cap
Analyst Consensus
Strong Buy (71%)
Inst. Holders
50 funds
Inst. Value
$1.7B
Inst. Activity
42 buys / 8 sells
Insider Activity
$0.00 buy / $681.0M sell
Insider Net $
-$681.0M
Social Sentiment
57° Neutral
SEC Reports
8
Price chart 30d +4.9%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 30, 2026 contract
Sophia Space and Redwire Team Up to Advance Orbital Data Center Infrastructure
Companies sign MOU to explore collaboration on deployable structures, spacecraft integration and sca
Sep 23, 2026 Insider
Aug 9, 2026 SEC AE RED HOLDINGS, LLC sold 929,435 shares
Director @ $11.34 ($10.5M)
A massive institutional cluster in Redwire Corp (RDW) shows 19 funds accumulating $151.3M in new positions during 2026-Q
INST-CLUSTER — Impact 6/10
Jul 14, 2026 Insider
Edmunds Chris surrendered for taxes 1,160 shares
Chief Financial Officer @ $9.74 ($11.3K)
Jul 14, 2026 Insider
Cannito Peter Anthony Jr was granted 190,637 shares
Chairman and CEO
Jun 30, 2026 Inst.
BlackRock, Inc. — ADD
16,068,161 shares ($196.5M)
Jun 30, 2026 Inst.
Jun 11, 2026 SEC STATE STREET CORP — DOUBLED
14,595,556 shares ($178.5M)
Redwire's 2025-Q3 13F cluster shows five mega-passive fund families (BlackRock, State Street, BofA, T. Rowe Price, Morga
INST-CLUSTER — Impact 3/10
Analyst ratings buy % +0.0%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
71% rate it Buy or better · 14 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 15, 2026 | Guggenheim | INITIATE | Neutral | 52% |
| Aug 31, 2026 | B of A Securities | MAINTAIN | Underperform | 54% |
| Aug 10, 2026 | Canaccord Genuity | MAINTAIN | Buy | 47% |
| Aug 5, 2026 | Cantor Fitzgerald | MAINTAIN | Overweight | 49% |
| Jun 1, 2026 | Jefferies | DOWNGRADE | Hold | 53% |
| May 11, 2026 | Canaccord Genuity | MAINTAIN | Buy | 47% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 1 | 9 | 3 | 1 | 0 | 71% | |
| Aug 1, 2026 | 1 | 9 | 3 | 1 | 0 | 71% | |
| Jul 1, 2026 | 1 | 9 | 3 | 1 | 0 | 71% | |
| Jun 1, 2026 | 2 | 9 | 2 | 1 | 0 | 79% | |
| May 1, 2026 | 2 | 9 | 2 | 1 | 0 | 79% | |
| Apr 1, 2026 | 2 | 8 | 3 | 1 | 0 | 71% | |
| Mar 1, 2026 | 2 | 8 | 3 | 1 | 0 | 71% | |
| Feb 1, 2026 | 2 | 8 | 3 | 1 | 0 | 71% |
Price targets
Where 8 covering analysts think RDW trades over the next 12 months.
$14.69 +35.0% upside Strong Buy
Current$10.88 Low$8.00 Median$15.00 High$20.00 8 analysts
$8.00$20.00
Analyst rating None as of Oct 2, 2026
Social media sentiment mood +25.0%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
57°
Neutral
BearishNeutralBullish
Recent posts
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
8 SEC filing reports analyzed · 1 bullish, 3 bearish, 2 mixed, 2 neutral · avg impact 5.6/10.
BULLISHINST-CLUSTER6/10
A massive institutional cluster in Redwire Corp (RDW) shows 19 funds accumulating $151.3M in new pos
Aug 9, 2026
NEUTRALINST-CLUSTER3/10
Redwire's 2025-Q3 13F cluster shows five mega-passive fund families (BlackRock, State Street, BofA,
Jun 11, 2026
BEARISH8-K6/10
Redwire Corp entered into a new $500M at-the-market (ATM) equity distribution agreement on June 9, 2
Jun 9, 2026
BEARISH424B57/10
Redwire Corp filed a 424B5 prospectus supplement to register an at-the-market (ATM) offering of up t
Jun 9, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 30, 2026
contract
Sophia Space and Redwire Team Up to Advance Orbital Data Center Infrastructure
Companies sign MOU to explore collaboration on deployable structures, spacecraft integration and scalable architectures for in-orbit Artificial Intell
Sep 8, 2026
ftd
FTD: RDW — 57,253 shares ($0.6M) failed to deliver
Settlement: 20260908, Price: $10.53, FTD Value: $602,874.09, REDWIRE CORPORATION COM (DE)
Aug 24, 2026
ftd
FTD: RDW — 458,589 shares ($5.5M) failed to deliver
Settlement: 20260824, Price: $12.02, FTD Value: $5,512,239.78, REDWIRE CORPORATION COM (DE)
Aug 21, 2026
ftd
FTD: RDW — 456,347 shares ($5.4M) failed to deliver
Settlement: 20260821, Price: $11.77, FTD Value: $5,371,204.19, REDWIRE CORPORATION COM (DE)
Aug 7, 2026
ftd
FTD: RDW — 322,106 shares ($3.8M) failed to deliver
Settlement: 20260807, Price: $11.83, FTD Value: $3,810,513.98, REDWIRE CORPORATION COM (DE)
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $-0.09 | $-0.11–$-0.07 | 51.1% | -9.8% | 1↑ 0↓ | $0.1B | 3 |
| Next Q | $-0.09 | $-0.10–$-0.07 | 59.1% | -5.9% | 1↑ 0↓ | $0.1B | 3 |
| Current FY | $-0.47 | $-0.53–$-0.43 | 49.5% | +2.8% | 1↑ 0↓ | $0.5B | 3 |
| Next FY | $-0.34 | $-0.43–$-0.27 | 27.1% | +2.9% | 1↑ 0↓ | $0.6B | 3 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $-0.093 | — |
| 7d ago | $-0.093 | — |
| 30d ago | $-0.085 | -0.008 |
| 60d ago | $-0.120 | +0.027 |
| 90d ago | $-0.120 | +0.027 |
Institutional ownership
Which big funds own RDW (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $1.7B total value (138,624,846 shares) as of 2026-Q2. Top holders: BlackRock,, STATE, Mirae. Net buying activity: 42 institutions added/increased vs 8 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 16,068,161 | $196.5M | 11.6% | ADD +45.1% |
| STATE STREET CORP | 14,595,556 | $178.5M | 10.5% | DOUBLED +111.0% |
| Mirae Asset Global Investments Co., Ltd. | 11,851,668 | $144.9M | 8.5% | NEW |
| RENAISSANCE TECHNOLOGIES LLC | 9,399,700 | $115.0M | 6.8% | NEW |
| VANGUARD CAPITAL MANAGEMENT LLC | 7,469,735 | $91.4M | 5.4% | ADD +33.4% |
| VAN ECK ASSOCIATES CORP | 6,851,228 | $83.8M | 4.9% | DOUBLED +173.0% |
| Marex Group Ltd | 6,142,044 | $75.1M | 4.4% | DOUBLED +4872.0% |
| GEODE CAPITAL MANAGEMENT, LLC | 3,936,159 | $48.1M | 2.8% | ADD +78.7% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 3,823,500 | $46.8M | 2.8% | TRIM -30.4% |
| UBS Group AG | 3,753,163 | $45.9M | 2.7% | ADD +83.6% |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| BlackRock, Inc. | ADD | 11,073,433 | 16,068,161 | +45.1% | $196.5M |
| STATE STREET CORP | DOUBLED | 6,917,054 | 14,595,556 | +111.0% | $178.5M |
| Mirae Asset Global Investments Co., Ltd. | NEW | — | 11,851,668 | — | $144.9M |
| RENAISSANCE TECHNOLOGIES LLC | NEW | — | 9,399,700 | — | $115.0M |
| VANGUARD CAPITAL MANAGEMENT LLC | ADD | 5,600,421 | 7,469,735 | +33.4% | $91.4M |
| VAN ECK ASSOCIATES CORP | DOUBLED | 2,509,804 | 6,851,228 | +173.0% | $83.8M |
| Marex Group Ltd | DOUBLED | 123,532 | 6,142,044 | +4872.0% | $75.1M |
| GEODE CAPITAL MANAGEMENT, LLC | ADD | 2,203,141 | 3,936,159 | +78.7% | $48.1M |
| UBS Group AG | ADD | 2,043,670 | 3,753,163 | +83.6% | $45.9M |
| D. E. Shaw & Co., Inc. | ADD | 2,176,381 | 3,734,733 | +71.6% | $45.7M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
11 insiders, 50 transactions. Net -$681.0M — $0.00 bought, $681.0M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 23, 2026 | AE RED HOLDINGS, LLC | Director | SELL | 929,435 | $11.34 | $10.5M |
| Jul 14, 2026 | Edmunds Chris | Chief Financial Officer | TAX W/H | 1,160 | $9.74 | $11.3K |
| Jul 14, 2026 | Cannito Peter Anthony Jr | Chairman and CEO | AWARD | 190,637 | — | — |
| Jul 14, 2026 | Edmunds Chris | Chief Financial Officer | AWARD | 76,364 | — | — |
| Jul 14, 2026 | Gold Michael N. | President, Space | AWARD | 63,637 | — | — |
| Jul 14, 2026 | Cannito Peter Anthony Jr | Chairman and CEO | AWARD | 190,637 | — | — |
| Jul 14, 2026 | Edmunds Chris | Chief Financial Officer | AWARD | 76,364 | — | — |
| Jul 14, 2026 | Gold Michael N. | President, Space | TAX W/H | 3,777 | $9.74 | $36.8K |
| Jul 14, 2026 | Gold Michael N. | President, Space | AWARD | 63,637 | — | — |
| Jul 14, 2026 | Cannito Peter Anthony Jr | Chairman and CEO | TAX W/H | 12,631 | $9.74 | $123.0K |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for RDW.
Shares short
42,660,715
Settlement Sep 15, 2026
Change vs prior
+6.1%
Semi-monthly cycle
Days to cover
3.8
At avg daily volume
Of shares outstanding
≈17.1%
Estimate — not % of float
All RDW filing & press-release reports (8)
- INST-CLUSTER reportAug 9, 2026
- INST-CLUSTER reportJun 11, 2026
- 8-K reportJun 9, 2026
- 424B5 reportJun 9, 2026
- 144 reportMay 19, 2026
- 8-K reportMay 6, 2026
- DEFA14A reportApr 10, 2026
- 8-K/A reportFeb 26, 2026