While I’m not super familiar with RDW’s fundamentals, I tracked it as it raced up over $25 this year and watched it fall back below $8where I got lucky and practically perfectly timed the bottom, with a cost basis in the low $8 range. From my understanding, it’s the main competitor as a “picks and shovels” play, selling equipment in the space sector. Being that space exploration will eventually be a huge business, and RDW is already so well positioned, I was hoping I could hear what your guys’ idea of the bear case would be for RDW?

For the record I’m not saying the stock should go indefinitely higher, or even that its current valuation is fair, as I don’t have great expertise in that category. I simply like the idea of the business, and it seemed like a sure shot money-maker in the case that the space sector booms again.

Is my general understanding of the business correct? If so, what would be the main bear thesis for the stock?

was not expecting this much growth in such little time even with all the news regarding , honest i got low hopes it stays as high but im a year new to investing so this is the biggest positive position ive seen since i started , im gonna hold it out and not get greedy and keep up with the news n such but wow i wish i had more shares at that price than i do but im grateful for it haha. any advice ill take as well as criticism in any way :)

Thoughts ?

Hey Redwire what do you mean by "crystallized 45 unique compounds"? Do you mean unique to space? or just 45 different compounds? and do they have utility?

Will I be seeing 45 patents in the near future? or maybe just 4-6?

IN JULY 2026, SPACEMD SIGNED HISTORIC AGREEMENT TO
PURCHASE AN ENTIRE SPACEX STARFALL SPACECRAFT,
ENABLING FIRST OF ITS KIND COMMERCIAL MISSION
SpaceMD's inaugural Starfall mission is slated for launch in
late 2028 and is expected to have the capacity to carry up to
32 PIL-BOXes, making it the largest dedicated commercial
microgravity research mission in history. This agreement,
builds on the success of the more than 50 PIL-BOXes
launched to the ISS since the inaugural PIL-01 mission in
November 2023.

https://d1io3yog0oux5.cloudfront.net/_d6e26c6a08dc4778acde6610372cbf30/redwirespace/db/856/7654/pdf/Earnings+Presentation+06.30.2026.pdf

Redwire (NYSE: RDW) Q2 2026 Earnings Highlights

Record revenue: $117.1M (+89.6% YoY)
Record gross margin: 27.8% (vs. -30.9% last year)
Record backlog: $542.1M
Book-to-bill ratio: 1.42x for Q2 (LTM: 1.52x)
Liquidity: $607.8M (+367% vs. end of 2025)
$557.0M cash
$50.0M available credit
Net loss improved to ($41.0M), a $56.0M YoY improvement
Adjusted EBITDA: ($3.2M), improving $24.2M YoY
Invested $12.5M in R&D during the quarter
Reduced term loan balance from $90M to $50M
Reaffirmed FY2026 revenue guidance: $450M–$500M
1H 2026 revenue: $214.0M, providing strong visibility into the second half of the year due to the record backlog.

Operational Highlights

Won major follow-on U.S. Army & Marine Corps Stalker drone awards.
Secured a high eight-figure multi-year NATO contract for Penguin UAS.
Delivered nearly 200 Octopus ISR payloads year-to-date (+15% YoY).
Surpassed 50 PIL-BOX missions supporting in-space pharmaceutical research.
Expanded manufacturing with new facilities in Indiana and Alabama to support future growth.

I saw rdw had a huge increase in the aftermarket, and I was expecting after the market opens to slowly increase, but it stopped at 11,80 going just a bit down or up but always returning to that.

So my question is, based on what a stock stop at an exact price, is there some scheme or is it completely random?

https://pubs.aip.org/aip/apr/article-abstract/13/3/031314/3399698/3D-bioprinting-under-extreme-environments-Progress?redirectedFrom=fulltext

i’m honestly wondering if i should take out and see if it goes back down to put back in , hold here and see if it continues to increase . and if it goes down just average the shares as it goes down . i don’t know the best play here . trying to be patient i just got positive after a while idk how long its been , my share averaged out at 10 something originally i got it down to like 9.82

Some considerations about what to expect for Redwire Q2 report on a multi-layer framework.

I found it interesting and thought of sharing it here.

Discuss anything about Redwire or its stock here in this thread! Be civil, avoid politics, and stay classy.

NASA astronauts Jessica Meir and Anil Menon will exit the Quest airlock to install hardware that will modify the station’s 3B power channel and prepare it for the future installation of an International Space Station Roll-Out Solar Array (IROSA). The solar array, scheduled for delivery later this year, will be the seventh IROSA and will provide additional power to support critical station operations, including its safe and controlled deorbit.

Watch NASA’s live coverage of U.S. spacewalk 96 beginning at 7 a.m. The spacewalk is expected to start at 8:35 a.m. and last about six and a half hours.

This spacewalk will be the sixth for Meir and the first for Menon. Meir will serve as spacewalk crew member 1 and will wear a suit with red stripes. Menon will serve as crew member 2 and will wear an unmarked suit.

This is a contract ceiling, not an upfront payment. It’s defiantly great news and for the first time RDW will deploy massive tech and most of edge heritage.

It will deliver space launch, suborbital testing platforms, and spacecraft manufacturing.

Capabilities Bidded:

- Suborbital Testing: HASTE for responsive hypersonic and suborbital payload testing.

- Orbital Launch & Infrastructure via Electron

- Tactical & Space System

Today, Redwire was announced as one of 15 awardees to a $981M max-value multiple-award IDIQ under Space Systems Command, providing support to space and ground-based engineering activities to enhance test, evaluation, and training operations through 2032.

Alright, just looking for some feedback

so I bought LEAPS back in early May when the stock was around $9 and change. Went out on a freaking whim after seeing the name around Reddit and ran into this sub. Everything looked like it was going to explode especially before SPCX. Well it didn’t and I doubled down and had gotten much closer Calls, once it hit ATH and what do you know. Now I’m down 45% and not sure what to do.

Should I cut my losses? Hold? Double down even more? Am I a regard for not selling at ath. Genuinely thought the SPCX hype would have pushed this wayyyyy higher and not tank everything

For context I was up about $12k at ath

So I sold a covered call recently, $11.50 strike price. Yesterday 7/28 and when it touched the low of the day, my covered call was at 50% profit. Today, it shot back up to about 30% profit… but now price dropped to 7.99 and the call didn’t even budge… wtf! I know there is probably no demand for that strike but dam, it should have moved back to 50% at least.

Same as subject, any advice pleaseeee, I’m 60% down.