$RDW — FinTwit mentions on Surfaced

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1.1k

mentions

27

voices

$RDW

Redwire

$RDW

Redwire

Past 12mo:1.1kmentions27voices

All voices212 calls since Aug 2025show all

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About this stock

$RDW has generated 1071 mentions from 27 distinct FinTwit voices over the past 12 months, with the first mention appearing on 2025-07-09. The most active voice discussing the company is @spaceinvestor_d (Space Investor), who has posted 619 mentions, followed by @investmentguru_ (InvestmentGuru) with 197 mentions. Other notable voices include @stocksavvyshay (Shay Boloor) with 46 mentions, @tradableastro (Tradable Astronaut) with 43 mentions, and @wliang (Wayne Liang) with 35 mentions. The long research category comprises the largest portion of discussion activity.

Recent activity surrounding $RDW has centered on space technology advancements and international partnerships. On 2026-07-08, @spaceinvestor_d posted multiple updates highlighting Redwire's position as a first mover in very low earth orbit (VLEO) applications, a newly operational technology domain. The same day, posts documented Redwire Europe's partnership with Lukasiewicz – Institute of Aviation (ILOT), a European institution with experience across multiple space agency programs. Additionally, mentions discussed Redwire's collaboration with ispace regarding lunar transportation services under NASA's Commercial Lunar Payload Services (CLPS) initiative, positioning Redwire as one of 14 prime contractors on the CLPS IDIQ contracts.

AI-generated from tracked posts · updated Jul 9, 2026

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Recent calls

latest 100 of 212

@spaceinvestor_dJul 10, 2026 · 12:43 PM

$RDW: "The foundation is laid for the fleet to take this groundwork and run with it." Historically, Redwire defense's drone platforms have been heavily utilized as long-endurance Intelligence, Surveillance, and Reconnaissance (ISR) assets. This milestone demonstrates a successful evolution into a "sense and strike" capability, moving up the chain from tactical observation to active multi-role offensive operations at long distances.

@spaceinvestor_dJul 8, 2026 · 2:19 PM

$RDW: VLEO IS READY FOR OPERATIONAL USE! "The technology gap is now covered - advances in propulsion, power, optical payloads, onboard compute, and inter-satellite links move very low earth orbit (VLEO) from experimental to deployable. The physics advantage was always there - sharper imagery, faster revisit, lower latency." A massive TAM is ready to be unlocked... and Redwire is a first mover, with two VLEO programs spanning two continents.

@spaceinvestor_dJul 4, 2026 · 8:27 PM

$RDW / $VOYG I believe we’re about to see massive investment flow into space pharma over the next few years. This sector is still flying under the radar, but I don’t think it’ll stay that way for long. https://t.co/jV0GYFYwdu

@spaceinvestor_dJul 2, 2026 · 11:57 AM

$RDW: NASA's Space Reactor-1 (SR-1) Freedom is humanity's first fission-powered interplanetary spacecraft. SR-1 combines a nuclear fission reactor with the Power and Propulsion Element (PPE) originally developed for the Lunar Gateway station. Redwire was building a pair of the most powerful Roll-Out Solar Arrays ever developed for Gateway. If this model is accurate, those same arrays appear set to be reused on the SR-1 spacecraft.

@spaceinvestor_dJul 1, 2026 · 12:00 AM

I bought $RKLB at $3.5 I bought $ASTS at $17 I'm telling you too, $RDW is one of those hidden gems in the space industry. IYKYK 🤝

@spaceinvestor_dJun 30, 2026 · 2:28 PM

$RDW: Today it was Taiwan's Coast Guard. Next in line is the United Kingdom. Then Japan. Redwire Defense is steadily expanding its international footprint. https://t.co/3EKin9jzri

@spaceinvestor_dJun 29, 2026 · 4:52 PM

$RDW: Be careful shorting a space company using financial metrics alone. To be fair, they raised valid concerns about margins, reporting and the slower growth we saw last year. Those issues were real, and in my view, they're exactly why the stock is trading at a discount in the first place. What I think they're missing is the inflection point, and they are about to find out. Shorting one of the cheapest names in the sector after a ~50% industry wide correction, while the company is entering one of the most catalyst-rich periods in its history, is a very risky bet. Tomorrow's NASA event, the upcoming Andromeda IDIQ awards, an accelerating M&A environment, a solid quarter for Redwire Defense after $100M in orders this quarter, VLEO moving toward its first demo mission, QKD sat production, in-space manufacturing going mainstream, ESA's budget increase, Golden Dome... just to name a few. I could be wrong, but I wouldn't go short into that setup, at all!

@spaceinvestor_dJun 28, 2026 · 5:19 PM

$RDW: If Redwire manage to execute on any of these value drivers, it could be seriously undervalued here. For a sub $3B market cap, you're getting multiple hyper-growth distinct pillars that could each be a $1B plus companies on their own.

@spaceinvestor_dJun 26, 2026 · 4:30 PM

$RDW: Space-Grown Organs Could Transform Transplantation Industry Within A Decade Redwire and a handful of aerospace and biotech firms are advancing tissue and organ science aboard the International Space Station, pursuing experiments that aim to turn microgravity into a platform for growing complex human tissues. The work focuses on scaffolding, cell maturation and vascularization, key barriers for any future organ transplant. Industry proponents say that, if current trajectories hold, within 10 years researchers could demonstrate the ability to grow transplantable tissues or whole organs in orbit, a development that would upend current organ donation systems. That projection has made space-based biomanufacturing a central talking point at industry and policy meetings, framed as both a scientific milestone and a potential public-health turning point. The implications reach beyond laboratory benches. Space-grown organs could reshape transplantation logistics, reduce reliance on donor availability and change organ procurement pathways now integral to transplant networks. Advocates also highlight the economic promise: new markets for in-orbit tissue production, manufacturing services on the ISS and downstream clinical translation on Earth. Significant hurdles remain, rigorous clinical trials, regulatory approvals, scaling from experimental tissues to clinically safe organs, and the ethics and infrastructure of producing human tissues in space. Still, researchers and companies pressing experiments in low Earth orbit argue the stakes justify accelerated coordination between space agencies, regulators and transplant medicine, with cautious optimism that the work could fundamentally change life on Earth and how transplantation is practiced. https://t.co/64As6zPi23

@spaceinvestor_dJun 23, 2026 · 4:46 PM

$RDW / $SPCX: Starfall will unlock the orbital manufacturing economy. Redwire is one of the few companies already generating revenue from it, with a platform-agnostic business model positioned to benefit regardless of who wins. "Now if the economics are such that the best way to do it is to have a dedicated rocket launch of a capsule that can create the right environment to do the crystal formulation, then that's what we'll pursue. But if you get better economics as things like Starship or CLDs (commercial LEO destinations) or whatever humankind dreams of next, you get that becomes a better platform, then we're gonna be building our pharmaceutical capabilities on that as well. So the key to us is where can you make the best crystals and really the platform is secondary. But as you pointed out, if that was a requirement to do it in a capsule, we're capable of doing so." -Peter Cannito, Redwire's Chairman and CEO. https://t.co/nKcX9f6XA4

@spaceinvestor_dJun 22, 2026 · 10:59 PM

$RDW: True Anomaly's JACKAL is equipped with Redwire’s navigation & sensing cameras and star trackers. “The star trackers work in concert with the cameras to provide spacecraft navigation and detection of objects of interest,” said Dean Bellamy, Redwire’s executive vice president for national security space. “The SpectraTrac algorithms were modified to allow True Anomaly to utilize the star trackers for space domain awareness applications,” he said. The SpectraCam has custom optics designed in partnership between True Anomaly and Redwire. “We look forward to continued engineering collaboration between Redwire and True Anomaly on future efforts,” Rogers said. https://t.co/xEdfEU8xkH

@spaceinvestor_dJun 20, 2026 · 5:23 PM

$RDW: Starfall will significantly expand Redwire’s total addressable market by shifting microgravity manufacturing from experiments to high-cadence, commercial production cycles. Read my thoughts below to see why.

@spaceinvestor_dJun 19, 2026 · 2:57 PM

$SPCX / $RKLB / $RDW: Imagine what this means for the future of Orbital Data Centers... Bullish for space solar 👀

@spaceinvestor_dJun 18, 2026 · 11:18 AM

$RDW: Jefferies reiterated its $24 price target on Redwire on June 17. Analyst Sheila Kahyaoglu reaffirmed her rating in a note titled: "RDW: AI Needs More Space: Energy Transport Emerges as the Key Bottleneck." https://t.co/agKNtWF6je

@spaceinvestor_dJun 17, 2026 · 4:18 PM

$RDW: Successful Proba-3 mission extended until 2028 The European Space Agency’s (ESA) Proba-3 mission is extended until August 2028. The pair of satellites were originally due to complete their mission at the end of this year. Thanks to the exceptional scientific and technological results already achieved by this space mission, it was decided to allow the two satellites to continue their work until 31 August 2028 in order to carry out more extensive research. The PROBA-3 mission is led by ESA, and Redwire is responsible for spacecraft integration, testing, and providing the onboard computer through a contract with Sener, the mission’s prime contractor. Proba-3's successful formation flying and rendezvous demonstrations are the kind of flight-proven heritage that could matter when Andromeda's $6.2B IDIQ task orders start being awarded later this year.

@moninvestorJun 16, 2026 · 2:22 PM

The continued flow of capital toward SpaceX is creating a unique opportunity across the broader space sector. As investors pour billions into SpaceX at extreme valuations, space stocks like $RDW & $PL are being overlooked despite operating in the same long-term growth ecosystem. https://t.co/QME44GnsU8

@spaceinvestor_dJun 16, 2026 · 2:14 PM

$RDW: And some people still think there’s no value left in the space sector. market cap: 2.66B Liquidity: 1B Backlog: 500M Book-to-bill: 1.92x https://t.co/jqTcOz0Sfh

@spaceinvestor_dJun 15, 2026 · 7:19 PM

$RDW: Redwire is a strategic supplier for Blue Origin's Blue Ring, supplying Roll-Out Solar Array (ROSA) wings, along with Argus cameras and Low Voltage Distribution Units (LVDUs).

@dustinhuntwnJun 15, 2026 · 9:44 AM

$RDW NasDaq futures are screaming +630- this is a full scale volatility regime reset. Move of this size only happen when macro risk collapes and global liquidity floods back into tech and defense. RDW already tapped 16.32 premarket and is holding the 16.00-16.25 zone exactly the way a stock behaves before a reclaim attempt. 16.40 remains the structural tigger. Above that, the chart opens into the 17.00 flip and the 17.80-18.20 liquidity pocket where RDW historically travels quickly.

@spaceinvestor_dJun 13, 2026 · 1:02 PM

$RDW: Almost nobody talks about the fact that Redwire has been laying the groundwork for the microgravity research field for decades. Through Made In Space, Redwire put the first 3D printer in orbit back in 2014, built the first commercial manufacturing facility on the ISS, and pioneered in-space manufacturing long before anyone cared. Today, Redwire is flying recurring pharmaceutical crystal growth missions to the ISS every few months. Dozens have already been completed, with many more on the way. It was built in the shadows, while generating real revenue and flight heritage for years. Now the pieces are finally falling into place as microgravity manufacturing emerges as one of space's next killer application. And Redwire remains the undisputed leader.

@spaceinvestor_dJun 12, 2026 · 11:46 AM

$RDW: One of the most impressive space missions flying today is PROBA-3. Led by ESA, the mission consists of two spacecraft, Coronagraph (CSC) and Occulter (OSC), launched in December 2024 to study the Sun's corona. Redwire played a key role, handling spacecraft integration and testing, while also providing the onboard computer through a contract with Sener, the mission's prime contractor. In June 2025, PROBA-3 successfully achieved its primary objectives, demonstrating autonomous precision formation flying. The two spacecraft must maintain their relative position with an accuracy of just 1 millimeter while separated by 150 meters. That's rendezvous and proximity operations at an extraordinary level of precision, and a capability that could enable future defense, missions, satellite servicing, and deep-space exploration. In February 2026, an anomaly aboard PROBA-3's Coronagraph spacecraft led to a loss of contact with ground control. Redwire's team immediately joined the international recovery effort and played a leading role in bringing the spacecraft back online. The satellite was ultimately recovered without any permanent damage, safeguarding one of the most ambitious formation-flying missions ever attempted.

@dustinhuntwnJun 12, 2026 · 8:04 AM

$RDW Institutional ownership has declined somewhat compared to last month, but that doesn’t change the fact that it still has: ➼ 265 longs ➼ Only 1 shorts And I’m NOT going to bet my hard-earned money shorting this. https://t.co/d9UjLSb8Eo

@spaceinvestor_dJun 11, 2026 · 12:03 PM

$RDW: On May 20th 2026, Redwire released its initial point design for a Data Center in Space prototype, compatible to be launched on Falcon 9 or larger fairings such as New Glenn. "A primary driver of the configuration was compatibility with existing launch vehicle constraints, specifically packaging within a Falcon 9 fairing, where vertically stacked configurations provide better packing efficiency than radial arrangements. The spacecraft structure is optimized to minimize height while providing sufficient stiffness for radiator support and accommodating core subsystems. In the Falcon 9 configuration, overall vehicle height is driven by radiator dimensions overlapping the stowed solar arrays, resulting in an approximately 1.1 m tall vehicle and enabling sixunit stacking. For larger fairings, such as New Glenn, increased lateral spacing between arrays allows the radiator to be nested between them, reducing overall height and improving packaging efficiency"

@spaceinvestor_dJun 10, 2026 · 2:32 PM

@WolfOfTrenchess $RDW is burning for IRAD into next gen programs like Andromeda, VLEO and Golden Dome, makes total sense. Without IRAD they are actually turning a profit. Plus 1.92x book to bill tells you all you need about the business.

@spaceinvestor_dJun 9, 2026 · 5:18 PM

$RDW: Post-ATM, Redwire will be sitting at roughly a $4B market cap with about $1B in cash. Despite the recent run, it remains one of the cheapest names in the space sector when you consider the scale of the opportunity, growth trajectory, and balance sheet strength. ... and a strong 1.92x book-to-bill ratio.

@spaceinvestor_dJun 7, 2026 · 8:14 PM

$RDW / $VOYG: LUNAR DUST DEFENSE With NASA’s Artemis campaign accelerating and a growing pipeline of Lunar missions, the Moon is set to see a steady cadence of landings, rovers, cargo deliveries, and eventually surface power and habitat systems over the coming years. That brings a less visible but critical constraint into focus: lunar dust. Lunar dust consistently ranks among the highest uncertainty engineering risks for sustained lunar operations because its system wide impact is still not fully bounded across missions and time. Each landing sends abrasive regolith at high velocity, each rover landings lifts fine particles that behave almost like an electrostatically charged fluid, and every exposed surface asset, especially solar arrays, becomes a long duration accumulation point for dust. As activity shifts from isolated missions to repeated deployments and eventually infrastructure buildout, the key question is no longer whether dust is a problem, but how quickly it compounds across an emerging lunar economy. Future NASA and commercial lunar missions will rely heavily on solar arrays for surface power, yet lunar dust remains a major unresolved operational risk. Landing plumes and routine surface operations can rapidly degrade array performance by coating surfaces and reducing power output. The actual magnitude and evolution of these losses over time is still not well quantified, which is why dust mitigation is now a mission critical design requirement for any long duration surface system. -- Three complementary approaches are emerging: ✅NASA's Electrodynamic Dust Shield (EDS) Embedded electrodes generate traveling electric fields that lift and repel dust from surfaces. Best for: optics, visors, radiators, high precision surfaces -- ✅Voyager's Clear Dust-Repellent Coating (CDRC) Nano engineered surface treatments reduce how strongly regolith adheres in the first place by lowering surface energy. Best for: large exposed structures like habitats, suits, rover bodies -- ✅Redwire's Dust Mitigation for Flexible Solar Arrays (DMFlex-ACO) Roll out solar arrays can incorporate vibration or pulse based shedding to actively dislodge accumulated dust. Vertical deployments also reduce initial dust buildup by geometry, especially in polar environments. Best for: large scale surface power systems -- The real answer is not one solution, but a layered system. A likely lunar architecture could look like this: A vertical solar arrays providing bulk power and mechanical shedding with passive coatings protecting structural elements and interfaces and an active electrodynamic cleaning reserved for high sensitivity components. Dust is a systems engineering constraint. The winners will be the ones that design around it from day one, not bolt on fixes later. This is why I believe companies like Redwire and Voyager Technologies are well positioned to benefit, with complementary technologies that each address different parts of the problem.

@spaceinvestor_dJun 6, 2026 · 3:31 PM

$RDW - Redwire Europe enabled the "world's first precision formation flying" mission in space, with Proba-3. Close proximity operations & precision formation flying are moving to the top of U.S. Space Command priorities these days, as space is becoming a contested, dynamic, and increasingly maneuver-based domain. The ability to inspect, track, and coordinate satellites in tight formation turns space from isolated assets into real-time distributed systems. It also offers greater Space Situational Awareness. This is the foundation of resilience, deterrence, and next-gen space operations the Space Force is pursuing. Marc Dielissen is Redwire Europe executive VP.

@spaceinvestor_dJun 5, 2026 · 1:42 PM

$RDW : Redwire is a $100 stock trading at $20. My thesis is simple; this could be one of the largest winners in the space sector over the coming years. Despite the progress, the market appears to be underestimating the opportunity, and I believe the stock is still priced way below its long-term potential. Not financial advice, I own A LOT.

@dustinhuntwnJun 5, 2026 · 3:29 AM

$RDW RDW’s Pre-Market Rally Sets It On Track To End 4-Session Rout – Retail Cheers The ‘Big Win’ From Space Agriculture Deal No one in the industry is producing the niche.. STRAWBERRY's in SPACE RDW shares have surged around 166% so far this year. https://t.co/9Acy94Wl6F

@jasonl_capitalJun 4, 2026 · 9:13 PM

7. $RDW - Redwire Space infrastructure plus military drones. Revenue up 57.9% YoY with a record $498M backlog at a 1.92x book-to-bill ratio. Space Force $1.8B Andromeda IDIQ. Multi-year NATO drone contract. $20M+ in Navy and Marine Corps follow-on orders for Stalker UAS. Dual thesis, dual revenue streams.

@dustinhuntwnJun 4, 2026 · 2:11 PM

$RDW Told yall... Broken out of the falling wedge. Next leg up I’ve been on a generational run. Many will regret not following me sooner.

@spaceinvestor_dJun 4, 2026 · 1:46 PM

$RDW : Many see Redwire as a company born in 2020. What they miss is 16+ years of microgravity manufacturing expertise via Made In Space (2010), 25+ years of space infrastructure experience via Deep Space Systems (2001) and 70 years of deep space & classified missions via Adcole Space (1957). This story didn’t start in 2020. We’re entering the monetization phase of decades of work.

@spaceinvestor_dJun 3, 2026 · 11:31 PM

$RDW: JUST IN Redwire was awarded a $15,857,020 firm-fixed-price contract for procurement of eight Stalker Block 35 systems to provide organic reconnaissance, surveillance, and target acquisition capabilities for maneuver commanders. h/t @RADHardTech 🙏 https://t.co/W0DSgAv8gf https://t.co/950whfSgyB

@dustinhuntwnJun 3, 2026 · 9:05 AM

$RDW RDW is opening the morning with a clean reset right above the key 20.00 support shelf. This is exactly where the stock normally compresses before its next move. Key levels today are 20 strutural support, 21.40 Midpoint reclaim an 23.40 Expansion Trigger. As long as RDW hold 20.00, the structure remains intact and the cycle stays in normal volatility reset. A reclaim of 21 puts buyers back in control and opens the door for a push toward the 22-23 range. Nothing broken. Nothing bearish. Just RDW doing what it always does after a strong run- reset, coil, and reload. Patience wins this one folks. If this helped you out, follow for more.

@spaceinvestor_dJun 2, 2026 · 6:03 PM

$RDW / $VOYG: LunaGrid could emerge as a defining piece of the lunar power infrastructure, with Voyager and Redwire positioned right at the core of it. Astrobotic’s upcoming Griffin launch (targeting 2026) is the first real testbed for its high-voltage cable, reel, and power conversion system, aiming to push 1 kW-class transmission across 100 to 500 meters on the lunar surface. That demo is the gateway to scaling a true surface power grid. Redwire’s Roll-Out-Solar-Array is the solar power generation backbone feeding the system, integrated into Astrobotic's Vertical Solar Array Technology (VSAT).

@dustinhuntwnJun 2, 2026 · 6:05 AM

$RDW RDW's Move from 27 -20.75 isn't a breakdown- its a post expansion volatility reset. The tell is the tight pinning between 20.75-21.00 after trading 50M+ shares. If this were distribution, we'd see air pockets, fast drops, and lower-low cascades. Instead, the big keeps refilling and the range is being defended. This is classic MM-controlled accumulation after a momentum burst. Once the liquidity cycle finishes, the range expands again- and it usually happens fast as WALLACE said HOLD! At the end you can follow me,I'll be updating you with the latest info on RDW and more related content.

@spaceinvestor_dJun 1, 2026 · 1:10 PM

$RDW: Redwire is cookin', and most investors are just starting to smell what's in the oven. "Lunar systems is quickly becoming the most exciting business development within Redwire Space Missions!" -Michael Staab, Redwire Space Mission Architect https://t.co/a3Z6KAk0GV

@spaceinvestor_dMay 31, 2026 · 1:30 PM

$RDW - Redwire is currently exploring flight opportunities for a MASON demonstration mission. With NASA stating that in the coming weeks, additional CLPS 1.0 task awards are expected to be announced for Moon Base payloads and technology demonstrations, I wouldn't be surprised if Redwire secured a role in this effort.

@spaceinvestor_dMay 30, 2026 · 5:58 PM

My biggest gains were made when it felt the hardest to buy. When the timeline went quiet. When sentiment was broken. When everyone disappeared. Conviction isn't tested at all-time highs. It's tested in the drawdowns, when you're willing to put your hard-earned money to work while others sell their shares for pennies on the dollar. That happened to me with: $RKLB at $5 (from $18) $RDW at $6 (from $27) $ASTS at $17 (from $39) and so many others! The market rewards patience, conviction, and the ability to act when others won't. I'd rather see these bets posted when they're made, not the conveniently timed screenshots that appear after the outcome is already known.

@itsmichaelluuMay 27, 2026 · 8:07 PM

$RKLB surged from $4 to $150 for 3700% return. It's revenue increased 2000% in just 2 years. $RDW also has massive revenue growth like $RKLB . https://t.co/SOogVQDukD

@spaceinvestor_dMay 27, 2026 · 6:35 PM

$RDW: NASA stated that in the coming weeks, additional CLPS 1.0 task awards from its Ignition event are expected to be announced for Moon Base payloads and technology demonstrations. Yesterday, NASA confirmed that Astrobotic will provide the lunar transportation layer via its Griffin lander for the Moon Base II landing. Against this backdrop, Redwire could potentially be involved through multiple layers of the emerging lunar architecture. One area is scalable surface power, where its ROSA solar arrays is integrated into Astrobotic’s VSAT system. Redwire also participated in DARPA’s LunA-10 study, which focused on designing a lunar infrastructure architecture capable of supporting a commercial ecosystem, including AI and machine learning enabled guidance, navigation, and positioning (GNC & PNT) capabilities. Redwire’s Digital Ecosystem for Mission and System Integration (DEMSI) could support simulation and planning for surface deployment scenarios involving its Mason system. Mason is Redwire’s in-situ manufacturing technology designed to convert lunar regolith into a cement-like material for building structures. It is built to be platform agnostic, compatible with landers, rovers, and robotic arms. In June 2025, Redwire completed Mason’s Critical Design Review with NASA, marking a key milestone toward flight readiness and eventual deployment. Go Redwire.

@jasonl_capitalMay 27, 2026 · 12:19 PM

5. $RDW - Redwire Space infrastructure plus military drones - dual thesis. Revenue up 58% YoY with a record $498M backlog at a 1.92x book-to-bill ratio. Won a spot on the Space Force $1.8B Andromeda contract. Multi-year NATO drone deal in the high eight figures. https://t.co/ztAL0IyErJ

@dustinhuntwnMay 27, 2026 · 5:48 AM

$RDW you may need to zoom into this, but see RDW is still so cheap. At least 2 times cheaper than any other space stock https://t.co/rpsHFO0Dkv

@spaceinvestor_dMay 26, 2026 · 3:05 PM

$RDW: Redwire backlog is at an inflection point. We are still very early in this story. h/t to @hiteshkar for putting in the work building a solid dashboard for the community, check out StockDrift. https://t.co/3nn7sbvEcN

@dustinhuntwnMay 26, 2026 · 5:46 AM

$RDW If orbital AI data centers become part of that future, Redwire Corporation could be positioned as a key infrastructure supplier. * Redwire already develops deployable solar arrays and space power systems. * Orbital data centers would require massive energy generation in space — a direct Redwire specialty. * The company also works on robotic assembly and in-space manufacturing for large modular structures. * SpaceX could provide transportation and launch while Redwire supports orbital hardware and infrastructure deployment. * Redwire already operates in NASA and defense-space ecosystems, giving it credibility in mission-critical environments. * If AI infrastructure expands into orbit, Redwire could become a “pickaxe supplier” to a potentially massive new industry.

@spaceinvestor_dMay 25, 2026 · 1:36 PM

$RDW: Redwire Delivers Argonaut Robotic Arm Prototype to ESA Redwire has delivered an initial prototype of a robotic arm that could be used aboard the European Space Agency’s Argonaut lunar lander. The announcement comes as ESA has opened a call for proposals to demonstrate a similar system aboard the lander’s inaugural mission, which is expected to launch in 2030. In early 2024, ESA awarded contracts to Redwire and Poland’s PIAP Space to deliver an initial prototype of the Manipulator for Argonaut Payload Needs and Unloading Support (MANUS) system, a multi-use robotic arm for its future lunar lander platform. According to Redwire, the robotic arm can be used to load and unload cargo, transfer power to surface assets such as rovers, and collect lunar regolith samples for analysis. https://t.co/OnYlGILg9a

@spaceinvestor_dMay 22, 2026 · 1:38 PM

$RDW Redwire is a $25 stock trading at $16. https://t.co/SFMPUtzowy

@spaceinvestor_dMay 21, 2026 · 12:46 PM

$RDW: In-Orbit Manufacturing got it's spotlight in the SpaceX S-1 prospectus. They basically just confirmed the long-term vision for orbital factories. One day, Starships won’t just carry cargo. It’ll carry autonomous microgravity labs producing pharmaceuticals, exotic materials, semiconductors, bioprinted tissues and more. And the current leader, and arguably the company best positioned to capitalize on this trend, is Redwire. They already have years of ISS flight heritage, dozens of microgravity experiments completed, crystal growth programs, pharmaceutical research, and fiber manufacturing capabilities in orbit.

@spaceinvestor_dMay 20, 2026 · 2:35 PM

$RDW: I still believe Redwire is materially undervalued here. To me, this looks more like a $25 stock than a $14 one. Of course, I’ve been wrong before and will be wrong again. Not financial advice.

@spaceinvestor_dMay 19, 2026 · 12:35 PM

$RDW: YOU ARE NOT BULLISH ENOUGH The pace of defense contracts awarded to Redwire has noticeably accelerated since the acquisition of Edge Autonomy in June 2025, culminating with a high eight-figure award that follows a $20M follow-on order announced just last month. And this is just one of five major value drivers for Redwire. Through its Defense segment, the company now delivers combat-proven uncrewed aerial systems, advanced optics, and resilient energy solutions used by defense agencies, federal civilian agencies, and allied governments worldwide. Go Redwire

@dustinhuntwnMay 19, 2026 · 2:11 AM

$RDW This morning looked like textbook distribution. When a stock with an active $350M ATM spikes on sector hype (SpaceX) and prints 3x its average daily volume while aggressively rejecting the highs, it is probable that the company's designated agents were actively selling into the retail bid to raise capital. 15 is the magic number in this stock based on long term resistance…

@spaceinvestor_dMay 18, 2026 · 1:31 PM

$RDW: What a difference six months makes. Conviction Pays 🫡 https://t.co/HlFWulTGlZ

@spaceinvestor_dMay 17, 2026 · 3:34 PM

$RDW: I’ve seen a lot of investors get shaken out of Redwire right before this 65% move in two weeks, largely because of a few large accounts pushing weak or outright false narratives. Always do your own homework. Follower count isn’t a proxy for truth, myself included.

@spaceinvestor_dMay 16, 2026 · 10:06 PM

$RDW: Ever since Redwire touched $5 six months ago, it’s been my highest conviction stock and largest holding. The stock is now close to 200% since then, and plenty of room to go. Sometime, you just have to tune out the noise. Conviction Pays 🫡 https://t.co/dlv2HkxvuL

@spaceinvestor_dMay 15, 2026 · 7:41 PM

$RDW: I don’t make price predictions often. But $20 feels almost inevitable at this point. See you there soon🫡

@spaceinvestor_dMay 14, 2026 · 2:33 PM

$RDW: In hindsight, it always seems obvious. We ride. https://t.co/eUzMdg2pvn

@spaceinvestor_dMay 13, 2026 · 4:43 PM

$RDW: Redwire is sending a new batch of pharmaceutical compounds targeting cancer, cardiovascular disease, and anti-aging research to the ISS. Launch is scheduled tonight at 6:50 PM ET.

@spaceinvestor_dMay 12, 2026 · 3:34 PM

$RDW: Redwire’s backlog metrics were the standout of Q1 earnings. $186.5M Q1 bookings 1.92x book-to-bill Backlog up 21.1% to $498.1M Demand acceleration is becoming hard to ignore. https://t.co/0eb5iXefzm

@spaceinvestor_dMay 11, 2026 · 11:40 PM

$ASTS: Stick around, the ticker matters here. Back when execution algos were trader-driven, we controlled the variables: participation rate, order type, liquidity flags, VWAP/TWAP logic, sizing, timing, visibility, etc... Every block was monitored in real time and adjusted based on tape action, liquidity and macro conditions. Today, most execution flows are fully automated and optimized for one thing: speed. Not business quality. Not long-term value. Just statistical edge and microsecond priority over competing algos. That shift created massive volatility across the market. A good example came last week with $RDW and $BKSY. Both sold off hard immediately after earnings, only to bounce back hard the following day. Why? Because many models are trained to react to consensus deviations instantly. Miss = sell. Beat = buy. The objective is to capture the first move before slower participants can respond. Same dynamic applies to ATM announcements and other headline driven events. The weakness is obvious: the algo understands the print, not the company. It does not understand backlog quality, execution cadence, long-term contracts, industry positioning, or whether the miss is even materially relevant to the thesis. That disconnect creates opportunity for investors who actually know the underlying business. Which brings us back to AST SpaceMobile. Following today’s miss, automated flows hit the stock aggressively. From my perspective, it's clearly de-risking rather than fundamental repricing. Especially considering the solid earnings call. In a sector with strong momentum and improving institutional attention, these events can become attractive entry points once the market realizes the core story remains intact. Would not be surprised to see buyers step back in over the next few days as the broader market digests the call beyond the headline numbers.

@dustinhuntwnMay 11, 2026 · 3:14 PM

$RDW Rocket Lab has soared and this company is basically no different than that company, but actually better since they do not rely on launches and supply companies that do. Was held down forever by AE (the former main SH) selling shares like crazy for years. That is finally done do other than maybe a float difference, there is no reason why Redwire should not be trading much higher at least in relation to Rocket lab, unless they dilute again.

@spaceinvestor_dMay 10, 2026 · 3:10 PM

$RDW: "As to where we plan to invest, we are specifically increasing investment in six critical opportunities with outsized potential." These opportunities include: ➡️VLEO in the United States and Europe with our SaberSat and Phantom spacecraft ➡️QKDSat for a quantum secure constellation ➡️Maneuverable & refuellable GEO spacecraft for programs like Andromeda ➡️Lunar infrastructure, including such opportunities as a lunar power grid and future CLPS lunar lander missions ➡️SpaceMD, including PIL-BOX and bioprinting ➡️Stalker Block 40 and Penguin MK3 aircraft. "These are investments to strengthen our positioning supported by identified opportunities with existing customers." -Peter Cannito, during Q1 Earnings Call

@spaceinvestor_dMay 8, 2026 · 2:42 PM

$RDW: As the Lunar economy starts taking shape, Redwire is positioning itself to become a meaningful player in the next wave of Moon infrastructure, logistics and commercialization. Read more below.

@spaceinvestor_dMay 7, 2026 · 1:40 PM

$RDW: Very solid earnings call. The inflection point thesis remains intact, and we’re starting to see the company move out of the bottom of the J-curve. Still as bullish as ever. Conviction pays. 🫡 https://t.co/xagHrmJt2T

@almacap114204May 7, 2026 · 9:58 AM

$RDW, as expected horrific earnings: https://t.co/ihtlAIOHAb I am avoiding this stock despite signals to go long. Hope you did too.

@spaceinvestor_dMay 6, 2026 · 8:50 PM

$RDW: Small miss, again... But the bigger story is margins improving back above 25%, a record backlog, and reaffirmed guidance. Best quarter in a year imo. Nothing spectacular, but a clear step in the right direction. And if you follow me, you knew that raise was coming...

@spaceinvestor_dMay 5, 2026 · 11:22 AM

$RDW / $LUNR: SPACE SYSTEMS COMMAND TO MODIFY ANDROMEDA IDIQ, RAISE CEILING TO $6.24B FROM $1.84B The effort covers systems engineering, design and prototyping, system build and integration, demonstrations and operational support. Work may also include analysis and studies supporting space domain awareness mission functions, including space-based surveillance and reconnaissance. The Andromeda contract includes 14 awardees selected in April 2026 following a competitive process. Participants include: Anduril Astranis BAE Systems General Atomics Intuitive Machines L3Harris Technologies Lockheed Martin Millennium Space Systems Northrop Grumman Quantum Space Redwire Sierra Space True Anomaly Turion Space

@investmentguru_May 3, 2026 · 1:14 PM

$RDW The in-space manufacturing and spacecraft components play. Full-year 2025 revenue reached $335.4M, up 10.3%, with Q4 revenue jumping 56.4% to $108.8M — showing strong sequential acceleration into year-end. RDW’s deployable structures and in-space manufacturing systems give it exposure to the growing cislunar economy, satellite servicing, and national security space programs. The SpaceX IPO narrative and NASA’s lunar base pivot are raising institutional attention on infrastructure-layer plays — RDW sits squarely in that bucket. Execution on margins remains the key watch item. Not financial advice.

@spaceinvestor_dMay 3, 2026 · 1:07 PM

$RDW: Redwire' Stalker featured in Forbes The Marine Corps has just ordered a batch of stealthy Stalker drones. Although far smaller than the MQ-9 Reaper, new technology gives Stalkers many of the capabilities of their bigger brothers at a fraction of the price. "We believe there is a strategic shift to smaller UAS [Uncrewed Aerial Systems]," Allen Gardner, CTO of the Defense Tech business of Redwire who supply the Stalker, told Forbes. The Reaper looks to be in trouble. The US has lost at least 24 Reapers in the conflict with Iran, around 10% of the entire fleet. At something over $20 M apiece not including sensor payloads, Reapers are not low-cost assets which can be sent into a danger zone to gather vital intelligence with no concern about losses. This is the sort of job which Stalkers are made for. Stalker is currently cast in a niche role as a useful asset for Special Forces and others. But it could be acquired in larger numbers and do much more. https://t.co/KZ1QVKvs4a

@spaceinvestor_dMay 1, 2026 · 10:55 PM

$RDW: Redwire is advancing technologies to support the future needs of Lunar infrastructure. Its Lunar ROSA systems is designed with retractable capabilities to help mitigate lunar regolith, as well as its Mason technologies aimed at enabling the construction of essential surface infrastructure such as landing pads, berms, and roads. Redwire is ready for the new Lunar economy.

@spaceinvestor_dApr 30, 2026 · 9:06 PM

$RDW: Q1 2026 on May 6 Management will also conduct a conference call at 9AM ET on May 7 https://t.co/OCzmzvdKPi

@spaceinvestor_dApr 28, 2026 · 11:27 AM

$LUNR / $RDW / $FLY NASA to increase the CLPS contracts maximum ordering value from $2.6 billion to $4.2 billion. In a special notice published on April 27th, NASA/JSC announced it intends to issue a sole source contract modification to continue services for all activities necessary to safely integrate, accommodate, transport, and operate NASA Payloads using contractor-provided assets, including launch vehicles, lunar lander spacecraft, lunar surface systems, Earth re-entry vehicles and associated resources. https://t.co/SXArV91vCJ

@spaceinvestor_dApr 27, 2026 · 12:27 PM

$RKLB / $RDW April 27 (Reuters) - Meta Platforms (META.O), opens has signed an agreement with Overview Energy to secure power from the startup's space-based solar energy infrastructure for the Facebook parent's data centers by the end ‌of the decade. Overview Energy is developing a system that can collect solar energy in space and beam it to facilities on the ground for power generation around the clock. Initial orbital demonstration of the system is expected in 2028, with commercial ⁠power delivery in 2030, the companies said.

@spaceinvestor_dApr 26, 2026 · 4:13 PM

$RDW: I broke down Redwire using a simple sum-of-the-parts across its main business lines. Even with conservative assumptions: Spacecraft → ~$750M Power & Solar → ~$750M Space Pharma → ~$500M Defense → ~$750M That already implies ~$2.75B of value, a 30%+ discount to it's current market cap. I walk you through the logic below.

@spaceinvestor_dApr 24, 2026 · 1:10 PM

$RDW: I haven’t seen a single analyst report on Redwire address the impact of supplying ROSAs for Blue Origin’s Blue Ring. Another example of institutionals being late to the story.

@almacap114204Apr 23, 2026 · 5:47 PM

@CdogrunTo For avoidance of doubt I do not recommend shorting $RDW, the Made in Space business could deliver insane results by itself.

@spaceinvestor_dApr 23, 2026 · 10:49 AM

$RDW Alliance Global raised Redwire Price Target to $15 from $10.50 and keeps a Buy rating on the shares. The firm argues Redwire is well positioned to be a long-term winner in the space infrastructure market. Alliance Global added that Redwire’s military drone business is positioned for growth citing the changing landscape of war.

@spaceinvestor_dApr 22, 2026 · 9:37 PM

$RDW: AE selling isn’t a big deal. There is huge demand for the shares (up 50%+ this month) while AE selling continues.

@spaceinvestor_dApr 21, 2026 · 12:05 PM

$RDW: Backlog history & YTD awards 2026 is shaping up to be a true inflection point for Redwire! 🗓️Jan 27th: Redwire Selected for Missile Defense Agency’s $151 Billion Multi-Vendor SHIELD IDIQ to Support Homeland Defense 🗓️March 11th: NASA Awards Redwire $4 Million In Additional Funding to Support Trailblazing Drug Development in Microgravity 🗓️March 16th: Redwire Awarded Prime Contract to Build First National Security Satellite for Belgian Defence, in Close Collaboration with Aerospacelab 🗓️March 24th: Redwire Awarded Contract to Deliver ELSA High-Performance, Low-Mass Solar Arrays to Moog Inc. for National Security Program 🗓️April 2nd: Redwire Awarded Contract to Deliver Quantum-Secure Spacecraft for European Space Agency's QKDSat 🗓️April 14th: Redwire Awarded $20 Million in Follow-On Orders from Navy and Marine Corps Small Tactical Unmanned Aircrafts Systems Program Office (PMA-263) to Deliver Stalker UAS Advanced Navigation and Standard Systems

@spaceinvestor_dApr 19, 2026 · 2:22 PM

$RDW: REDWIRE DEEP DIVE (APRIL 2026) A lot has changed in 3 months. I added insights from my March 2026 conversation with Peter Cannito, plus fresh updates on ELSA, STAARK, QKD Sat… along with new links, videos, and data points. I'm always refining the thesis in real time, read it below.

@spaceinvestor_dApr 16, 2026 · 10:06 PM

$RDW: A lot of people are getting excited about Redwire lately. I’ve started updating this deep dive with the latest developments, but in the meantime, this is still a solid overview of the business. Enjoy.

@spaceinvestor_dApr 15, 2026 · 7:36 PM

$RDW: Mike Gold, President of Redwire Space, just said the quiet part out loud. "On the Moon, we are going to have these vertical solar array technology [that we are proposing], that will not only Roll-Out, but also retract" https://t.co/8WVordBo8I

@spaceinvestor_dApr 14, 2026 · 1:16 PM

$RDW: Space Symposium – Live Stream Today 11AM Beyond the Hype: Practical Adoption of AI for Space Business Operations 11:30PM Powering Data Centers in Space 1PM Biotech Beyond Gravity 1:30PM From Lunar Flyby to Moon Base: What’s Next? 2PM Spacepower Podcast 3:30PM Optical Links in Contested and Congested Space Live streaming available on Redwire’s YouTube channel: https://t.co/dTz3SCLPV0

@spaceinvestor_dApr 13, 2026 · 11:11 PM

$RDW: Redwire will be streaming all of these Space Symposium talks on their YouTube channel starting tomorrow. A great chance to hear directly from the people shaping the future of space. Don’t miss it 🚀

@investmentguru_Apr 13, 2026 · 10:23 AM

$RDW is the “picks & shovels” of the space economy — not the flashy rocket launcher, but the mission-critical hardware inside every spacecraft. The SHIELD contract + Artemis + Space Force budget tailwinds are real. But it’s still pre-profitability with liquidity risk, and the SpaceX IPO overhang is a legit sector-wide headwind. High risk / high reward — fits the speculative tier of a space economy playbook. DYOR

@spaceinvestor_dApr 11, 2026 · 3:33 PM

$RDW: Redwire updated its mission statement in its newly released annual report to shareholders. "To profitably deliver innovative and reliable space, air, and spectrum technology to our customers that meet their requirements on time and within budget". It now explicitly includes SPECTRUM alongside space and air. Expands TAM into electronic warfare, defense communications and supports the Andromeda & SDA domain awareness narrative.

@spaceinvestor_dApr 10, 2026 · 10:56 PM

$RDW: Redwire just filed its 2025 annual report. Weekend reading, 132 pages. h/t @mottbox_ https://t.co/bAGV8YDEW3

@almacap114204Apr 10, 2026 · 2:10 PM

@RKLBMan I am not a fan of AEI, especially after the shit they pulled with $RDW. That said, there is a reason they brought RDW public via SPAC...

@spaceinvestor_dApr 8, 2026 · 11:22 PM

$RDW / $LUNR: Redwire and Intuitive Machines, alongside other vendors including Anduril and BAE, were awarded spots on the $1.843B ceiling firm-fixed-price, IDIQ contract for the Andromeda program. This contract supports the procurement of space-based Space Domain Awareness (SDA) capabilities. The Space Force plans to acquire these new “neighborhood watch” satellites on a rolling basis, issuing task orders over time to a pool of qualified vendors based on mission needs and available budget. This program signals a clear shift toward a more agile, commercially integrated approach to SDA.

@spaceinvestor_dApr 7, 2026 · 11:09 AM

$RDW: Redwire today announced the company has opened an office in the United Kingdom to directly support current and future programs under the UK Ministry of Defence (MOD), ensuring best-in-class responsiveness, technical expertise, and an enduring partnership. https://t.co/uCZA2YjDIC

@tradableastroApr 6, 2026 · 1:26 PM

$RDW breaking above $10. That level has capped price for months. Above $10 this becomes a different stock. Anchored VWAP at $9.85 is the line to Close above. Nfa https://t.co/9pCYd7u9tE

@spaceinvestor_dApr 3, 2026 · 3:03 PM

$RDW: In 2025 alone, Redwire delivered personalized UAS training for 23 customer entities across seven countries. In 2026, the capacity for customer training is expected to increase. "When the warfighter is empowered to quickly reach operational proficiency, the transition to in-field system deployment is seamless, resulting in faster engagement readiness to help facilitate both current in-field needs and modernization priorities that ensure drone dominance and a resilient tactical edge."

@spaceinvestor_dApr 2, 2026 · 2:33 PM

$RDW secured an ESA contract to build a quantum key distribution satellite under the QKDSat program. This is exactly the kind of hack proof comms that governments and militaries will be racing to deploy.

@stocksavvyshayApr 2, 2026 · 11:24 AM

$RDW won a European Space Agency contract under the QKDSat program to help develop a quantum-secure satellite. Redwire will provide its Hammerhead spacecraft platform and avionics suite, expanding its role in secure space infrastructure. https://t.co/PVyw8vh4Gl

@spaceinvestor_dApr 1, 2026 · 11:43 AM

$RDW: Redwire today announced that its advanced optical imaging and sun sensor technology will launch on board the Orion spacecraft as part of NASA’s Artemis II mission, the first crewed mission for the Artemis program. Through contracts with Lockheed Martin, NASA’s prime contractor for Orion, Redwire is responsible for the production and testing of the Orion Camera System for Artemis missions 1 to 5.

@wliangMar 29, 2026 · 8:54 PM

$RDW is one of the few trades I'll be entering when the next Blue Diamond appears... but it's currently sitting below support on the Daily and Weekly. Will share updates as we progress. https://t.co/CQucOgcXNF

@spaceinvestor_dMar 29, 2026 · 2:58 PM

$RDW: Mike Gold, President of Civil and International Space at Redwire explains the significance of Extensible Low-Profile Solar Array (ELSA). "Redwire arrays will provide more power in less volume than any other system". "Engineered for performance, [and] production". "Power is the limiting factor in space, we don't have enough of it and it's vital for the performance of not just Moog, but American National Security in general."

@spaceinvestor_dMar 27, 2026 · 4:00 PM

$RDW: Artemis II crew will be going around the Moon in the Orion spacecraft, and Redwire is central to the mission's success. Redwire provides the critical visual and navigational system for the capsule that will bring astronauts farther from Earth than any humans in history.

@tradableastroMar 27, 2026 · 2:32 AM

@elonmusk You should buy out $RDW

@spaceinvestor_dMar 25, 2026 · 6:18 PM

$RDW: Yesterday’s $12.8 million contract to deliver ELSA wings to Moog for its METEO bus marked the first commercial sale of Redwire’s new solar array product. This likely marks the start of a much longer customer pipeline. https://t.co/MmWYwqejBE

@spaceinvestor_dMar 24, 2026 · 12:11 PM

$RDW: Last sentence of this morning' announcement: "Redwire is also manufacturing multiple arrays for Thales Alenia Space’s Space INSPIRE satellites and Blue Origin’s multi-orbit space mobility platform, Blue Ring."

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