May 27, 2026
Redwire (RDW): When Space Gets Loud
Two days of gains, 99M shares, an ESA delivery — and analysts still at $14
First a note from Brownstone Research
Editor’s Note: The New York Times called the upcoming SpaceX IPO “a generational moneymaking event.” But please do NOT buy shares of SpaceX before you hear what tech investing legend Jeff Brown has to say. This coming Wednesday, June 3, at 8 p.m. ET, he’ll be reporting directly from SpaceX’s headquarters to help you prepare for the biggest IPO ever. Learn how to RSVP to Jeff’s Countdown to The SpaceX IPO below.
Dear Reader,
Hundreds of millions of investors around the world…
Are sitting on the edge of their seats right now, literally salivating…
And just waiting for the moment SpaceX finally begins trading.
But buying shares on IPO day is NOT the best way to cash in on this historic event.
This is so important that this coming Wednesday, June 3, at 8 p.m. ET…
I will be reporting directly from SpaceX’s headquarters in Starbase, Texas.
So please click here to save your seat for my special SpaceX broadcast…
(When you click the link, your email address will automatically be added to my guest list)
And when you join me, I will share details on THREE new official recommendations….
Including an early-stage company that’s tied to the growth of SpaceX…
And that could return up to 50 times more money than the IPO.
Click here to save your seat, 100% free.
(When you click the link, your email address will automatically be added to my guest list)
We have so much to look forward to,
Jeff Brown
Founder & CEO, Brownstone Research
Redwire (RDW): When Space Gets Loud
It’s still going.
Redwire (NYSE: RDW) closed up 26.01% on Tuesday — $17.49 to $22.04 — on 99 million shares, nearly four times average daily volume. Wednesday pre-market it’s up another 14%, trading around $25.19. Two days, two massive sessions, and a stock that’s now up 145% year-to-date after setting a new 52-week high.
Tuesday had two catalysts, not one. SpaceX filed its S-1 targeting a $1.75 trillion valuation on Nasdaq under SPCX — roadshow June 4, pricing June 11, listing June 12 — and the entire sector followed. MDA Space up 13%, Firefly up 11%, Intuitive Machines up 8.6%. RDW outpaced all of them. What most coverage missed: Redwire also delivered its MANUS lunar robotic manipulator prototype to the European Space Agency the same day. A sector-wide wave and a company-specific win landing simultaneously.
Where to Put $100 Before Trump’s New Tech Law Rolls Out
Everyone is talking about Trump’s new tech law.
Financial Times says this tech puts America “on the verge of a financial revolution.”
Yahoo Finance says it could unlock $400 trillion.
Jeff Brown was consulted by Congressional offices in Washington, D.C. to advise on it.
He says the real number is even bigger – as much as $2.6 quadrillion could pour onto a new type of investment exchange in the days ahead…
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The business behind the move is real. $97M in Q1 revenue, up 57.9% year over year. Contracted backlog at $498.1M, up 71.1% from a year ago. Book-to-bill of 1.92. Gross margins expanded from 9.6% in Q4 2025 to 26.6% in Q1 2026. Full-year guidance reaffirmed at $450M–$500M. Army repeat orders, a DARPA prime contract, a spot on the Space Force’s $1.8B Andromeda IDIQ, and a NATO ally UAS deal with a combat record in Ukraine.
The uncomfortable part: Q1 EPS came in at -$0.40 against a consensus of -$0.15. That’s a 167% miss. Full-year loss estimates have since been revised from -$0.515 to -$0.875 per share. Revenue is accelerating. Profitability is not.
Ten analysts. Consensus Buy. Average price target: $14.33. The stock is pushing $25 this morning. Canaccord raised to $14. Jefferies raised to $13. The Street lifted targets after a strong Q1 and still landed 40%+ below where shares are trading right now.
The SpaceX angle has a hard expiration date. Pricing is June 11. If that process goes sideways — weak book, delayed pricing, any headline risk between now and then — the sector enthusiasm lifting RDW and others reverses fast. The current price reflects a version of Redwire where everything lands cleanly. That’s a lot of conditions for a company that just missed EPS by 167%.
Watch gross margin trajectory in Q2 and that June 11 pricing date. Those two things will tell you more than any single session ever will.
– Investing Wealth Daily