Added to YB: 2025-12-11
Pitch date: 2025-12-09
RDW [bullish]
Redwire Corporation
+0.83%
current return
Author Info
Guardian Capital shares independent research on asymmetry in capital markets. Sign up for the newsletter.
Company Info
Redwire Corporation provides critical space solutions and space infrastructure for government and commercial customers in the United States, Europe, and internationally.
Market Cap
$1.1B
Pitch Price
$7.23
Price Target
22.00 (+202%)
Dividend
N/A
EV/EBITDA
-12.16
P/E
-2.38
EV/Sales
4.75
Sector
Aerospace and Defense
Category
growth
SpaceX Gets the Headlines; $RDW Is Cooking Up a 10x Move in the Basement (NYSE: RDW)
RDW: Space industrialization play trading at $6.39 vs $22 base case target (260% upside) on profitability normalization. Bull case: 10x potential as AI-space proxy via ROSA solar arrays & exclusive ZBLAN fiber for orbital data centers. 2025 guidance cut 40% to $320-340M revenue, EBITDA still negative, profitability pushed to 2026. High dilution risk from $250M ATM program. Governance issues from 2021 'tone at the top' problems create discount.
Read full article (15 min)