$RDW (Redwire Corporation) is a space defense growth platform.
๐น Supplies mission-critical space hardware on satellites (many launched by SpaceX)
๐น Expanding defense drones & autonomy via Edge Autonomy
๐น Large government commercial backlog rolling into revenue
2026 bull case:
๐ Sharp revenue acceleration
๐ Losses narrowing / margins improving
๐ฐ๏ธ Tailwinds from space launches defense spend
๐More launches. More defense demand.
$RDW is positioned for a strong 2026 inflection, especially with the upcoming SpaceX IPO.
With 154M shares outstanding and 65% insider ownership, that means approximately 58M are actually available to trade and over one third of those shares are shorted (see screenshot).
Bullish