Redwire (RDW) Benzinga·2025-01-06 20:13Industry Overview - The space sector has seen significant investor interest in 2024, with SpaceX reaching a valuation of $350 billion [1] - The industry is expected to benefit from a new White House administration and a new NASA leader in 2025 [2] - 26% of poll respondents did not select any space stocks, potentially indicating declining interest or high valuations after strong performance in 2024 [2] Company Performance and Milestones - Rocket Lab USA (RKLB) won the poll with 33% of the vote, had 16 Electron rocket launches in 2024, and has future NASA missions to the Moon and Mars [1][5] - Intuitive Machines (LUNR) received 24% of the vote, achieved the first private sector soft landing on the Moon in 2024, and has lunar missions planned for 2024 [1][4] - AST SpaceMobile (ASTS) received 15% of the vote, deployed its first five BlueBird satellites, and signed commercial agreements with AT&T and Vodafone in 2024 [1][5] - Redwire Corporation (RDW) received 3% of the vote, highlighted bioprinting human heart tissue on the ISS, a study of the sun, and the acquisition of Hera Systems in 2024 [3] Stock Performance - Rocket Lab USA (RKLB) saw a 382% gain in 2024 [8] - Intuitive Machines (LUNR) saw a 690% gain in 2024 [8] - AST SpaceMobile (ASTS) saw a 334% gain in 2024 [8] - Redwire Corporation (RDW) saw a 490% gain in 2024 [8] ETFs and Holdings - Ark Space Exploration & Innovation ETF (ARKX) holds Rocket Lab as its top holding at 10.2% of assets but does not hold the other three space stocks [9] - Procure Space ETF (UFO) holds all four space stocks, with Intuitive Machines (LUNR) as the top holding at 8.4%, Rocket Lab (RKLB) at 5.7%, AST SpaceMobile (ASTS) at 4.6%, and Redwire Corporation (RDW) at 2.7% [9][10]