Notícias

Redwire's 30.5% three-month slide contrasts with record backlog and better margins, but cash burn, Space weakness and a premium valuation still cloud a rebound.

Rocket Lab (RKLB) has fallen about 49% over the past three months, while signing the biggest launch contract in its history. The risk sits in the gap between those two facts. The threat is not on the demand side. It is that the company spends far ahead of Neutron, the rocket meant to turn its cash around, and Neutron has not flown.

The Trump administration is determined to bring manufacturing activity back to the U.S., and tariffs are one of its important tools. In mid-August, President Donald Trump announced a 100% tariff on certain drones and their components to take effect on Sept. 3, 21 days later. “We view the move as positive for domestic producers,” wrote Jefferies analyst Sheila Kahyaoglu at the time, noting that AeroVironment AEVEX Teledyne Technologies Redwire Kratos Defense & Security Solutions and Elbit Systems could benefit.

It was a month full of good news for the company.

With government bond yields in many major economies rising, investors are paying closer attention to companies tied to national security and long term defense commitments. That backdrop keeps interest on businesses that build aircraft, satellites and military systems, as well as those that support them with critical services. This article walks through three stocks from the US aerospace and defense space so you can decide whether any deserve a place on your watchlist. The three aerospace and...

Archer Aviation gains 14.9% in a month as commercialization, vertiport expansion and partnerships advance, but losses and execution risks remain.

Redwire stock has delivered a very strong 3 year gain, yet the valuation checks send mixed messages as an intrinsic value estimate based on a Discounted Cash Flow (DCF) points to upside while market multiples suggest the shares already trade on the high side. The market is weighing that split against recent business moves in space infrastructure and defense focused communications. Redwire has returned about 222.3% over 3 years, which puts current investors in a very different position to...

Redwire (NYSE: RDW) announced a new investment in next-generation phased array antenna technology aimed at improving global warfighter communications. The company plans to use this technology to support national security missions and commercial space operations through higher capacity satellite links. The move is intended to expand Redwire's role in space-based data networks by building on its existing expertise in RF systems. Consider exploring other stocks working on advanced...

RKLB broadens its space system role with spacecraft components spanning reaction wheels, radios, solar solutions and optical systems.

This space supply chain company could eventually bounce back.

The multiple rests on a launch vehicle that has yet to fly and an acquisition that has yet to close, while most of the revenue arriving today comes from satellites.

RDW's record revenues, improving margins and rising Defense Tech contribution signal growing momentum in space and autonomous defense systems.

The mean of analysts' price targets for Redwire Corporation (RDW) points to a 27.9% upside in the stock. While this highly sought-after metric has not proven reasonably effective, strong agreement among analysts in raising earnings estimates does indicate an upside in the stock.

Rocket Lab's flight rate moved one way over the past year; its share price moved both ways.

Here is how Bombardier Inc. (BDRBF) and Redwire Corporation (RDW) have performed compared to their sector so far this year.

A number of stocks fell in the afternoon session after surging oil prices and rising long-term interest rates stoked fears of a slowdown in industry orders.

Redwire's share price shot higher after earnings, but recently slumped. Is it cheap yet?

After losing some value lately, a hammer chart pattern has been formed for Redwire Corporation (RDW), indicating that the stock has found support. This, combined with an upward trend in earnings estimate revisions, could lead to a trend reversal for the stock in the near term.

Intuitive Machines expands beyond lunar landers as record revenue, a $1.8B backlog and rising national security demand fuel growth.

Redwire (NYSE: RDW) announced a new teaming agreement with Kanematsu Corporation to expand its presence in Japan's space industry. The partnership is intended to combine Redwire's space technologies with Kanematsu's local market access and expertise. The agreement targets business opportunities in Japan's space sector that involve advanced space infrastructure and services. This move highlights how space technology and automation are increasingly linked. That connection makes it worth...

Space investment topped $55 billion in 2025 and hit a record $36 billion in the first quarter of 2026.

A number of stocks fell in the morning session after the latest industrial production report showed slower-than-expected growth for July. Data from the Federal Reserve indicated that U.S. industrial production rose by 0.2%, which was half of the 0.4% increase that analysts polled by The Wall Street Journal had anticipated. While this marked the second consecutive month of growth, it represented a slowdown from the previous month's revised figures. Manufacturing output also saw a modest 0.2% incr

Sen. Mark Kelly (D-Ariz.) argued that NASA’s space investments have produced life-saving technologies on Earth, challenging the idea that space exploration comes at the expense of solving problems closer to home. NASA Space Research Drives Medical Breakthroughs On Sunday, Kelly...

Intuitive Machines shares rose over 8% after a $600 million satellite contract expanded its backlog to $1.8 billion, prompting a Stifel upgrade and stronger revenue guidance.

Redwire stock pulled back after failing to hold above $14, cooling retail sentiment.

Unprofitable companies can burn through cash quickly, leaving investors exposed if they fail to turn things around. Without a clear path to profitability, these businesses risk running out of capital or relying on dilutive fundraising.

Rocket Lab's backlog is expected to convert into revenue faster than it was, and the vehicle that would compound that has not yet left the ground.

MDA Space (MDA) is at the core of the emerging space ecosystem and its shares are a way for investor

Space stocks are splitting into winners and losers Thursday, and the reason goes deeper than one earnings miss. What Intuitive Machines reported this morning set off a chain reaction that is hitting some names hard while leaving others untouched.

Ondas raised its revenue outlook and still got punished, breaking a monthlong winning streak in a sector where every drone name is now watching its back. The selloff raises a pointed question about whether richly valued momentum stocks can survive their own good news.