Redwire shares positioned for better 2026, says H.C. Wainwright

H.C. Wainwright believes current Street estimates for Redwire (RDW) may not be fully capturing the potential revenue opportunity of the combined entity. This suggests potential upside to forecasts for 2026, the analyst tells investors in a research note. H.C. Wainwright does not expect another federal government shutdown next year, which negatively impacted Redwire’s second half of 2026, and says the company has been awarded multiple new contracts over the past two months. H.C. Wainwright sees additional opportunities in 2026 for Redwire, including initial large-scale contract awards from the Golden Dome missile defense initiative as well as the U.S. Army’s Long-Range Reconnaissance program. It believes the stock is “positioned for material improvement” in 2026. The firm keeps a Buy rating on the shares with a $22 price target