Redwire (RDW)
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Ted Frazee Joins Thomasville National Bank's Board of Directors
Globenewswire· 2026-02-04 14:43
THOMASVILLE, Ga., Feb. 04, 2026 (GLOBE NEWSWIRE) -- Thomasville National Bank is pleased to announce the addition of Ted Frazee to its Board of Directors. Mr. Frazee is the President of Redwire, a leading electronic security and life-safety integration company based in Tallahassee, Florida, with clients throughout the Southeast. Frazee joined Redwire in 2003 and has served as President since 2016. He earned his bachelor’s degree from the University of Florida and completed the Harvard Business School Execut ...
Redwire Corporation (RDW): A Bull Case Theory
Yahoo Finance· 2026-02-03 02:51
We came across a bullish thesis on Redwire Corporation on Guardian Research’s Substack. In this article, we will summarize the bulls’ thesis on RDW. Redwire Corporation's share was trading at $12.81 as of January 29th. Redwire Corporation provides critical space solutions and space infrastructure for government and commercial customers in the United States, Europe, and internationally. RDW represents a diversified bet on the rapidly developing orbital economy, emerging as a potential public-market proxy ...
Redwire Corporation (RDW): A Bull Case Theory
Insider Monkey· 2026-02-03 02:51
Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal! AI is eating the world—and the machines behind it are ravenous. Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink. Wall Street is pouring hundreds of billions into artificial intelligence—training smarter chatbots, automating industries, and b ...
The Motley Fool Interviews Redwire CEO Peter Cannito
The Motley Fool· 2026-01-29 06:37
Company Overview - Redwire is a space technology company focused on building infrastructure for the space economy, formed through acquisitions and public since 2021 [3][4] - The company operates in what is considered a second golden age of space, primarily driven by commercial companies rather than just government initiatives [2][6] Market Potential - The global space industry is projected to reach a value of one trillion dollars by 2040, indicating significant growth potential [7] - Redwire aims to provide fundamental building blocks for space missions, including subsystems and components necessary for various applications [7][10] Strategic Direction - Redwire has shifted its strategy to move up the value chain, evolving from a provider of subsystems to a platform provider, now offering seven platforms including spacecraft and drones [7][10] - The acquisition of Edge Autonomy has expanded Redwire's capabilities and positioned it for larger opportunities in the national security sector, as it combines space and drone technologies [10][11] Technology and Innovation - Redwire is involved in early-stage breakout technologies, such as solar arrays for commercial space stations and quantum secure constellations in partnership with Honeywell [13] - The company has a strong intellectual property portfolio, developed through significant government funding and years of investment in critical technologies [17] Future Outlook - Redwire envisions itself as a high-growth, non-traditional company capable of scaling in a controlled manner, with a focus on innovation and addressing challenges in the space industry [19] - The company is excited about the potential for breakthroughs in space that could create value on Earth, including advancements in manufacturing and data centers in space [19][20]
Redwire (RDW) Soars 30% on Defense Contract Award
Insider Monkey· 2026-01-28 19:07
Core Insights - Artificial intelligence (AI) is identified as the greatest investment opportunity of the current era, with a strong emphasis on the urgency to invest now [1][13] - The energy demands of AI technologies are significant, with data centers consuming as much energy as small cities, leading to concerns about power grid capacity and rising electricity prices [2][3] Investment Opportunity - A specific company is highlighted as a critical player in the AI energy sector, owning essential energy infrastructure assets that are poised to benefit from the increasing energy demands of AI [3][7] - This company is not a chipmaker or cloud platform but is positioned as a "toll booth" operator in the AI energy boom, collecting fees from energy exports and benefiting from the onshoring trend driven by tariffs [5][6] Financial Position - The company is noted for being debt-free and holding a significant cash reserve, amounting to nearly one-third of its market capitalization, which positions it favorably compared to other energy firms burdened by debt [8][10] - It also has a substantial equity stake in another AI-related company, providing investors with indirect exposure to multiple growth opportunities without the associated premium costs [9] Market Trends - The article discusses the broader trends of AI, energy, tariffs, and onshoring, indicating that this company is strategically aligned with these developments [6][14] - The influx of talent into the AI sector is expected to drive continuous innovation and advancements, reinforcing the potential for growth in AI investments [12] Future Outlook - The company is positioned at the heart of America's next-generation power strategy, particularly in nuclear energy, which is seen as a clean and reliable power source for the future [7][14] - The potential for significant returns is emphasized, with projections suggesting a possible 100% return within 12 to 24 months for investors who act quickly [15][19]
Space firm Redwire stock rockets 28% after joining $151 billion contract for Trump's 'Golden Dome'
CNBC· 2026-01-27 18:19
Pete Cannito, Redwire Corporation at the New York Stock Exchange, September 8, 2021.Redwire shares surged 28% Tuesday after the space and defense company joined an up to $151 billion Defense Department contract to support President Donald Trump's 'Golden Dome' initiative. The company joins thousands of vendors supporting a Missile Defense Agency contract to create new defense, aerospace and cybersecurity systems to protect the U.S. Other awardees include drone maker AeroVironment, Palantir, Firefly Aerospac ...
Crude Oil Rises 2%; Boeing Shares Fall After Q4 Results
Benzinga· 2026-01-27 18:00
Company Performance - Boeing Company reported fourth-quarter revenue of $23.948 billion, a 57% increase from $15.242 billion, driven by a sharp rise in commercial deliveries, with 160 airplanes delivered in the quarter [2][3] - The revenue exceeded analyst estimates of $22.470 billion, but the company reported an adjusted loss of $1.91 per share, missing Wall Street expectations for a loss of $0.39 per share [3] Stock Movements - Boeing's stock fell 3% following the earnings report [2] - Redwire Corp shares surged 135% to $0.63 after securing a contract worth up to $151 billion for the Missile Defense Agency [9] - HCA Healthcare Inc shares rose 9% to $514.82 after reporting better-than-expected fourth-quarter adjusted EPS and raising FY25 guidance [9] - Corning Inc shares increased by 15% to $109.16 after announcing a $6 billion agreement with Meta [9] - CommVault Systems, Inc. shares dropped 35% to $84.72 following third-quarter results [9] - Twin Hospitality Group Inc shares fell 43% to $0.30 after filing for Chapter 11 [9] - FAT Brands Inc shares decreased by 43% to $0.23 after commencing Chapter 11 [9] Sector Performance - Information technology shares gained 1.3% on Tuesday, while health care stocks fell by 1% [1]
Redwire Stock Pops 28%. It's One Step Closer to a Big Missile Defense Contract.
Barrons· 2026-01-27 17:52
The company is one of more than 2,400 vendors the Missile Defense Agency has made eligible for part of its SHIELD missile defense contract. ...
All the “Buy into SpaceX Early” Teaser Pitches — What are they recommending?
Stockgumshoe· 2026-01-27 13:00
One thing has been consistently true about the investment marketing business, at least for as long as I’ve been paying attention (30 years or so): People love IPOs.Initial Public Offerings (IPOs), the most common mechanism through which private companies raise money on the stock market and become listed and publicly traded, represent “new,” in a world where everyone always wants the latest model, and they seem attractively restrictive (since it’s often hard to get an allocation at the IPO price, your broker ...
Redwire (RDW) Loses 12.5% After 5-Month High
Yahoo Finance· 2026-01-27 10:02
We recently published 10 Big Names Stumbling Hard. Redwire Corporation (NYSE:RDW) was one of the worst performers on Monday. Redwire Corporation (NYSE:RDW) dropped its share prices by 12.46 percent on Monday as investors resorted to profit-taking after jumping to a five-month high in the previous session. Last Friday, the stock climbed to as high as $13.74—a level it last touched in August 2025—as investors took heart from President Donald Trump’s announcement of progress in the US government’s Golden D ...