Redwire Stumbled Through 2025 — But December’s Rally Has Sparked Hope For A Better 2026

• Redwire garnered investor interest, pushing the company’s shares up by over 37% in December alone, and was awarded multiple new contracts over the past two months.
• H.C. Wainwright said it sees additional opportunities for Redwire in 2026, including initial large-scale contract awards from the Golden Dome missile defense initiative.
• Redwire and The Exploration Company announced that they have agreed for the former to provide two International Docking System Standard-compliant docking systems for the latter’s flagship spacecraft, Nyx.

For Redwire, 2025 might not have been a great year, as its stock lost half its value due to the federal government shutdown and delays in the U.S. Army's long-range reconnaissance and similar uncrewed airborne system programs, which have resulted in contracted activity for the company.

But just in December, Redwire garnered investor interest, pushing the company’s shares up over 37%, with it being awarded multiple new contracts over the past two months and the anticipated start to the U.S. government’s “Golden Dome” missile defense initiative aimed to build a layered, resilient defense system spanning air, missile, space, cyber, and hybrid threats.

The company, like many in the space sector, has been a notable stock in 2025, having been awarded several government contracts and participating in the “Golden Dome” initiative. Redwire is a space and defense tech company focused on aerospace infrastructure, autonomous systems, and multi-domain operations, leveraging digital engineering and AI automation.

Wall Street Taking A Liking For Redwire

Brokerage H.C. Wainwright believes current Street estimates for Redwire may not be fully capturing the potential revenue opportunity of the combined entity after Edge Autonomy’s acquisition. The firm noted that it does not expect another federal government shutdown next year, which negatively impacted Redwire's second half of 2026.

H.C. Wainwright said it sees additional opportunities for Redwire in 2026, including initial large-scale contract awards from the Golden Dome missile defense initiative and the U.S. Army's Long-Range Reconnaissance program. It believes the stock is "positioned for material improvement" in 2026.

In June, Redwire completed the buyout of Edge Autonomy, allowing the combined company to keep focus on the convergence of integrated autonomous operations for defense and national security. The acquisition has significantly expanded Redwire’s global manufacturing and innovation presence with over 628,000 square feet of manufacturing and production capabilities across the U.S. and Europe after the combination.

KeyBanc said that Redwire is evolving into a multi-domain space and defense technology company post its acquisition of Edge Autonomy. The company's "significantly expanded scale comes at the cost of shareholder dilution," the firm noted in December.

Redwire’s December Updates

Redwire and The Exploration Company (TEC), a European aerospace company developing reusable, in-orbit-refuelable spacecraft, announced that they have entered an agreement for the former to provide two International Docking System Standard-compliant docking systems for TEC’s flagship spacecraft, Nyx.

The companies said that through the eight-figure deal, Redwire’s state-of-the-art docking system, the International Berthing and Docking Mechanism, will support future autonomous rendezvous and docking capabilities for Nyx, contributing to Europe’s goal of strengthening autonomous access to space.

What Is Retail Thinking?

Retail sentiment on Redwire improved to ‘bullish’ from ‘bearish’ territory a month ago, with message volumes at ‘high’ levels, according to data from Stocktwits.

Shares of Redwire have declined by over 15% in the last three months.

For updates and corrections, email newsroom[at]stocktwits[dot]com.

Also See: Shopify’s AI Push Paid Off Handsomely In 2025 — Will The New Year Usher In More Gains?

Share

·

Add us on