Stock Price: $5.97 • 11/13/25
Redwire Corporation (RDW) is a space infrastructure company providing mission-critical technology solutions for civil, commercial, and national security space programs.
The space infrastructure sector is booming with commercial space stations, lunar missions, and satellite deployments. Redwire recently secured major contracts including supplying solar arrays for Axiom Station's first module launching in 2027, a $25 million NASA ISS biotechnology contract, and became prime contractor for the European Space Agency's VLEO Skimsat program.
Despite reporting 50.7% year-over-year revenue growth in Q3 2025, the stock dropped sharply after missing revenue expectations due to government contract delays from the federal shutdown. These are timing issues, not lost opportunities.
Opinion: This appears to be an undervalued space infrastructure play with strong contract momentum, trading at potentially a steep discount due to temporary delays rather than fundamental issues.