Redwire Corporation (RDW) has been highlighted in a bullish thesis by moopie45 on r/wallstreetbets Subreddit, with the stock trading at $15.99 as of July 3. The company has transformed into a growth-focused platform following the acquisition of Edge Autonomy and a $260M capital raise.

The acquisition of Edge Autonomy has positioned RDW as a top-tier player in the UAV defense market, with $115M in 2023 revenue and strong defense relationships. The recent capital raise has strengthened the balance sheet, reducing dilution risk and improving the company’s financial profile.

With a $6B pipeline and $500M+ in Q1 2025 bids, RDW is expected to see a ~23% CAGR through 2026, boosted by programs like Valkyrie Hall Effect Thrusters. The company’s integration of space and drone technologies aligns with increasing global defense budgets and space commercialization trends.

Trading at a discounted ~5x sales multiple versus peers at 10x, RDW presents a unique opportunity as an aerospace platform with clear catalysts for re-rating and long-term strategic relevance in defense and space sectors. The company’s diversified model and strong near-term catalysts make it an attractive investment option.

Read more at Yahoo Finance: Redwire Corporation (RDW): A Bull Case Theory