It's winning contracts and supplying equipment for both sides of its business.Over the past few days, space and defense company Redwire's (RDW -1.62%) stock was following the trajectory of a rocket blasting into the void. Thanks to not one, but two deals announced by the company, its stock price had improved by nearly 13% week to date as of Friday early morning, according to data compiled by S&P Global Market Intelligence. On land and in the cosmosThe first of those two arrangements was trumpeted by Redwire ...

JACKSONVILLE, Fla.--(BUSINESS WIRE)---- $RDW--Redwire Corporation (NYSE: RDW), a global leader in space and defense technology solutions, today announced it has been awarded a contract from Axiom Space, a leader in commercial space infrastructure, to develop and deliver roll-out solar array (ROSA) wings for Axiom Station's Payload Power Thermal Module (AxPPTM)—the first module for the company's commercial space station. "As a market leader for space power solutions, Redwire is proud to be selected as a. ...

Redwire (NYSE: RDW ) shares have been on quite a rollercoaster ride since the start of the year. Back in January, when they announced the acquisition of Edge Autonomy, shares saw a nice 40% bump; however, they’ve since slid off, with April lowsI’m a retired Wall Street PM specializing in TMT; since kickstarting my career, I’ve spent over two decades in the market navigating the technology landscape, focusing on risk mitigation through the dot com bubble, credit default of ‘08, and, more recently, with the A ...

Redwire (NYSE: RDW ) shares have been on quite a rollercoaster ride since the start of the year. Back in January, when they announced the acquisition of Edge Autonomy, shares saw a nice 40% bump; however, they’ve since slid off, with April lowsI’m a retired Wall Street PM specializing in TMT; since kickstarting my career, I’ve spent over two decades in the market navigating the technology landscape, focusing on risk mitigation through the dot com bubble, credit default of ‘08, and, more recently, with the A ...

Key Points It's continuing a program to supply a key European ally. Ukraine has received a set of its Edge Autonomy's drone. 10 stocks we like better than Redwire › Although Redwire (NYSE: RDW) often gets most noticed as a space company these days, it's also active in the defense industry. It was this side of the company that made the headlines on Tuesday, in a development that ultimately pushed its share price almost 14% higher that trading session. This looked quite good when compared to the S&P ...

JACKSONVILLE, Fla.--(BUSINESS WIRE)---- $RDW--Redwire Corporation (NYSE: RDW), a global leader in space and defense technology solutions, today announced that its wholly owned subsidiary, Edge Autonomy, has delivered additional aircraft from its Penguin uncrewed aerial system (UAS) series to the Ukraine Armed Forces. Edge Autonomy has been contracted directly by the Ukraine Armed Forces, since the full-scale Russian invasion in February 2022, to deliver Penguin UAS for advanced combat-proven reconnaissa. ...

Redwire Corporation RDW rose Thursday after announcing a new defense deal.Its subsidiary, Edge Autonomy, won a contract from an unnamed European NATO member to deliver Stalker Group 2 fixed-wing UAS for long-range reconnaissance and intelligence missions.RDW shares are powering higher on strong volume. Review the technical setup here.The award covers Stalker aircraft systems, a spares package and training for operators, with the platform slated to support multi-mission requirements in challenging environmen ...

公司业务动态 - 子公司Edge Autonomy获得一份未公开欧洲北约国家合同 将交付Edge Autonomy Stalker Group 2固定翼无人航空系统(UAS) 用于执行远程侦察和情报收集任务 [1] - 合同内容包括Stalker飞机系统 备件包和培训服务 [1] 产品与技术 - Stalker Group 2为固定翼无人航空系统 具备长航时侦察和情报收集能力 [1] 市场与客户 - 客户为欧洲北约成员国 具体国家未披露 [1]

AI能源需求 - AI是史上最耗电的技术 每个数据中心耗电量相当于一个小型城市 [2] - AI查询 模型更新和机器人突破消耗大量能源 正在将全球电网推向崩溃边缘 [1][2] - OpenAI创始人和Elon Musk均警告AI发展面临能源瓶颈 需要能源突破 [2] 投资机会 - 一家鲜为人知的公司拥有关键能源基础设施资产 将受益于AI能源需求激增 [3] - 该公司是AI能源繁荣的"收费亭"运营商 从每滴出口LNG中收取费用 [4][5] - 公司拥有核能基础设施资产 处于美国下一代电力战略核心位置 [7] 公司业务优势 - 公司是全球少数能执行大规模复杂EPC项目的企业 涵盖油气 可再生燃料和工业基础设施 [7] - 在美国LNG出口领域扮演关键角色 受益于"美国优先"能源政策 [7] - 公司完全无负债 持有相当于市值近三分之一的现金储备 [8] 估值与投资价值 - 扣除现金和投资后 公司交易市盈率不足7倍 [10] - 公司持有另一热门AI公司的重大股权 为投资者提供多重AI增长引擎 exposure [9] - 对冲基金开始私下推荐该股票 认为其估值极低且未被市场发现 [9] 市场催化因素 - AI基础设施超级周期正在形成 [14] - 特朗普时代关税推动的制造业回流浪潮 [14][5] - 美国LNG出口激增 [14] - 核能作为清洁可靠能源的未来发展 [14]

Key Points Redwire has had generally good news to report so far this week, though the details are a little sparse. The company is winning contracts but remains still a few years from profitability. 10 stocks we like better than Redwire › Shares of Redwire Corporation (NYSE: RDW), a builder of orbital space infrastructure, took a tremendous hit on Wednesday morning, falling 11.9% through 9:55 a.m. ET -- all apparently on no news. Or at least on no bad news. Image source: Redwire. Redwire's good n ...