H.C. Wainwright lowers Redwire stock price target to $22 on EAC adjustments

Published 08/08/2025, 13:24
H.C. Wainwright lowers Redwire stock price target to $22 on EAC adjustments

Investing.com - H.C. Wainwright reduced its price target on Redwire (NYSE:RDW) stock to $22.00 from $26.00 on Thursday, while maintaining a Buy rating following the space technology company’s disappointing second-quarter results. According to InvestingPro data, analysts maintain targets ranging from $16 to $28, suggesting potential upside despite recent challenges.

Redwire shares plunged 30.9% in Thursday trading, significantly underperforming the Russell 2000’s 0.3% decline, after the company reported quarterly revenue of $61.8 million, well below analyst expectations of $82.8 million. InvestingPro analysis indicates the stock is now in oversold territory, with a beta of 2.53 reflecting its high volatility relative to the market.

The company’s performance was negatively impacted by unfavorable estimated at completion (EAC) adjustments of $25.2 million during the quarter, resulting in lower revenue and negative gross margin. One-time expenses related to the June acquisition of Edge Autonomy also affected operating expenses.

Redwire updated its 2025 revenue guidance to a range of $385.0 million to $445.0 million, which includes the Edge Autonomy acquisition. This compares to the Street consensus of $441.9 million.

H.C. Wainwright noted that despite near-term pressure on shares, Redwire remains "extremely well positioned to benefit from favorable underlying trends in both space and defense sectors," including increased investment from the U.S. government and NATO countries raising their defense spending levels.

In other recent news, Redwire Corporation reported its second-quarter earnings for 2025, which showed a significant miss in both earnings and revenue. The company announced an earnings per share (EPS) of -$1.41, which fell far below the forecasted -$0.13, representing a substantial earnings surprise of 1009.36%. Revenue also did not meet expectations, totaling $61.8 million compared to the anticipated $82.75 million, marking a 25.32% shortfall. These results highlight a challenging quarter for Redwire, with financial figures not aligning with analyst projections. The earnings report has drawn attention from investors and analysts alike, considering the notable discrepancies between actual and expected performance. Although no specific analyst upgrades or downgrades were noted, the earnings and revenue shortfalls are critical factors for investor consideration. These developments underscore the importance of closely monitoring Redwire’s future financial reports and strategic decisions.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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