NYSE:RDW
NYSE:RDWAerospace & Defense

Assessing Redwire (RDW) Valuation After SHIELD Contract Win And Recent Share Price Surge

Redwire (RDW) has been selected for the Missile Defense Agency’s SHIELD indefinite delivery and indefinite quantity contract, a multi-vendor framework with a ceiling of US$151 billion supporting the Golden Dome defense initiative. See our latest analysis for Redwire. Redwire’s SHIELD contract role and recent acquisitions have arrived during a sharp share price swing, with a 54.61% 1 month share price return contrasting with a 50.88% 1 year total shareholder return decline and a very large 3...
NYSE:ANET
NYSE:ANETCommunications

Does Arista’s Earnings Beat Streak Strengthen the Bull Case For Arista Networks (ANET)?

Arista Networks recently reported that earnings per share grew 15.4% year over year and that it surpassed Wall Street revenue and earnings forecasts in each of the last four quarters, reinforcing confidence in its past operating execution ahead of its February 12, 2026 earnings release. This pattern of consistent outperformance against consensus expectations has become a key part of how investors assess Arista’s business quality and profit engine. Next, we’ll examine how Arista’s consistent...