Diversified space infrastructure pure-play with exposure to both government and commercial markets, leveraging digital engineering and AI for autonomous systems in space. [4, 9]
Research snapshot · 6/26/26
RDWRedwire Corporation
Satellite components - launch - ISR
Open RDW in Robinhood ↗Conviction●●●●○4 of 5
Research targetn/aSnapshot target
Thesis statusINTACTLast reviewed 6/26/26
Market cap2.93BSnapshot value
Execution on record backlog, successful deployment of key technologies like on-orbit servicing and manufacturing, and new contract wins in national security space. [4, 9]
$500M ATM dilution completed at discount; AE Industrial further selling; execution misses
X: Andromeda award bullish but ATM filing bearish — mixed; Reddit: not tracked
Snapshot · 6/26/26🔴 Caution · ins-$681.2M · 13F 24+/1- · short↑0.28
Snapshot · 6/26/26