The consensus analyst price target for Redwire has been reduced, primarily reflecting a higher discount rate and a lower future P/E ratio, resulting in a revised fair value of $19.06.
What's in the News
- Redwire issued FY25 revenue guidance of $385–$445 million (including Edge Autonomy post-close) and $470–$530 million as if fully combined for the whole year.
- Formed SpaceMD, targeting orbital pharmaceutical innovation; executed a novel licensing agreement with ExesaLibero Pharma for bone disease treatment development using microgravity crystallization, with royalty potential.
- Secured first-phase contract with DeepSat for VLEO constellation design leveraging Redwire’s Acorn 2.0 ABMS software and DEMSI digital engineering platform.
- Expanded international collaboration by signing an MOU with SpaceData Inc. (Japan), focused on ISS, NASA LEO missions, and deeper space initiatives, leveraging SpaceData’s AI and digital simulation capabilities.
- Completed integration of Hammerhead spacecraft platforms for ESA missions (IOD/IOV, ALTIUS) as prime contractor, advancing satellite capabilities and maintaining reliability record.
Valuation Changes
Summary of Valuation Changes for Redwire
- The Consensus Analyst Price Target has significantly fallen from $22.62 to $19.06.
- The Future P/E for Redwire has significantly fallen from 70.90x to 58.10x.
- The Discount Rate for Redwire has significantly risen from 7.16% to 8.01%.
Disclaimer
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