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    Redwire (RDW) Is Up 29.0% After Winning Nyx Docking Deal And Expanding In Europe - What's Changed

    Simply Wall St·01/05/2026 23:18:18
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    • Redwire recently secured a contract to supply docking systems for The Exploration Company’s Nyx spacecraft and announced additional agreements aimed at expanding its space infrastructure business across Europe.
    • This combination of high-profile spacecraft work and deeper European exposure highlights how Redwire is embedding its technology in emerging commercial space platforms.
    • We’ll now examine how the Nyx docking systems win and broader European expansion influence Redwire’s existing investment narrative and risk profile.

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    Redwire Investment Narrative Recap

    To own Redwire, you need to believe that its mix of space infrastructure, advanced subsystems, and Edge Autonomy can turn contract wins into more predictable revenue and eventually narrower losses. The Nyx docking systems award and broader European wins support the growth and backlog story, but they do not remove the near term risk around volatile government contracting, fixed price program execution and the company’s ongoing equity and debt funding needs.

    The Nyx docking systems contract with The Exploration Company stands out here, because it reinforces Redwire’s role in commercial space platforms where in-space infrastructure demand is growing. This eight figure, ESA linked program complements earlier wins like DARPA’s Otter VLEO award, giving Redwire more exposure to funded development work that could help offset some timing risk in U.S. and international defense contracts.

    Yet, against these wins, investors should be aware that Redwire’s heavy use of large fixed price contracts still leaves it exposed to...

    Read the full narrative on Redwire (it's free!)

    Redwire's narrative projects $887.3 million revenue and $73.2 million earnings by 2028.

    Uncover how Redwire's forecasts yield a $13.22 fair value, a 46% upside to its current price.

    Exploring Other Perspectives

    RDW 1-Year Stock Price Chart
    RDW 1-Year Stock Price Chart

    Thirteen fair value estimates from the Simply Wall St Community range from US$0.27 to US$38.41, underlining how far apart individual views can be. Against that backdrop, Redwire’s reliance on complex fixed price space programs reminds you to weigh contract risk and execution quality before drawing conclusions about its longer term performance.

    Explore 13 other fair value estimates on Redwire - why the stock might be worth over 4x more than the current price!

    Build Your Own Redwire Narrative

    Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

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    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.