RDW

Redwire CorporationSPACE

Real policy. Real catalysts. Policy creates winners before Wall Street notices. We find them first.

Current Price

$12.16

Market Cap

N/A

Scanner Status

Noisepolicy-driven, not technical

Status

VerifiedTIER_1_14DCONTRACT

Winner Score

93 /100

Policy-catalyst strength, 0–100

Investment Thesis

Space Force added $4.4 billion to the RG-XX contracting vehicle for satellite infrastructure.

Redwire supplies critical components directly supporting the expanded Andromeda satellite constellation program requirements.

Trading 45 percent below recent highs provides massive upside in this bullish market.

Redwire presents a textbook asymmetric setup, pairing a massive $4.4B Space Force contracting vehicle against a modest $2.4B market cap. While the market chases crowded launch providers, Redwire operates as an essential, under-the-radar infrastructure supplier with significant room for multiple expansion.

Policy Rationale

The DoD's $4.4B expansion of the RG-XX vehicle directly benefits Redwire's core competencies in space domain awareness and satellite components.

Technical Setup

Trading 45% below its 52-week high with strong 1-month momentum, the stock has ample technical runway to run.

Key Risks

–Dilution overhang from recent $350M stock offering program

–History of internal control and accounting issues (settled in 2025)

Competitive Field — considered, not selected

HUBG

Despite a high score, the underlying thesis relies on a data mismatch confusing Hub Group with Hubbell.

LUNR

The stock is crowded, trading just 3.6% below its 52-week high after a massive 32% one-month run.

Recent Performance History

66 total picks · 47% win (7d) · 50% win (30d) · Full history →

Date	Ticker	Theme	Entry	Last	Gain/Loss	7d	30d	60d
2026-05-08	TPC	INFRA	$82.85	$82.79	-0.07%	N/A	N/A	N/A
2026-05-07	GVA	INFRA	$141.23	$141.21	-0.01%	N/A	N/A	N/A
2026-05-06	LUNR	SPACE	$26.33	$32.42	+23.13%	N/A	N/A	N/A
2026-05-04	LUNR	SPACE	$25.35	$32.42	+27.89%	+27.89%	N/A	N/A
2026-05-01	LUNR	SPACE	$25.62	$32.42	+26.54%	+13.08%	N/A	N/A
2026-04-30	DCO	DEFENSE	$141.93	$140.68	-0.88%	-2.95%	N/A	N/A
2026-04-29	TPC	INFRA	$86.04	$82.79	-3.78%	+11.66%	N/A	N/A
2026-04-28	ALMU	SPACE	$18.91	$28.18	+49.02%	+44.76%	N/A	N/A
2026-04-27	GEO	BORDER	$18.67	$21.41	+14.68%	-0.48%	N/A	N/A
2026-04-24	GEO	BORDER	$18.83	$21.41	+13.70%	-0.42%	N/A	N/A
2026-04-23	GEO	BORDER	$18.48	$21.41	+15.85%	+0.16%	N/A	N/A
2026-04-22	GEO	BORDER	$18.91	$21.41	+13.22%	+0.21%	N/A	N/A
2026-04-21	RDW	SPACE	$10.31	$12.16	+17.94%	-12.32%	N/A	N/A
2026-04-20	BKSY	SPACE	$37.42	$41.38	+10.58%	-11.25%	N/A	N/A
2026-04-17	GHM	SPACE	$95.38	$98.32	+3.08%	+2.12%	N/A	N/A

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