Redwire Shares Surge 28% After Joining $151 Billion Defense Contract
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 27 2026
0mins
Should l Buy LMT?
Source: CNBC
- Stock Surge: Redwire's shares surged 28% on Tuesday, primarily due to its participation in a Defense Department contract worth up to $151 billion, reflecting strong market confidence in its future growth prospects.
- Defense Contract Involvement: As one of many vendors, Redwire will provide new defense, aerospace, and cybersecurity systems for the Missile Defense Agency, further solidifying its market position in the defense sector.
- Project Scale Expectations: Trump indicated that the 'Golden Dome' system is expected to cost $175 billion and aims to be operational within three years, highlighting the long-term strategic value and potential market opportunities of the project.
- Company Development Strategy: Redwire went public in 2021 through a SPAC merger and acquired drone manufacturer Edge Autonomy for $925 million last year, aiming to enhance its autonomous capabilities and further expand its presence in space infrastructure.
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Analyst Views on LMT
Wall Street analysts forecast LMT stock price to fall
12 Analyst Rating
4 Buy
7 Hold
1 Sell
Hold
Current: 649.580
Low
430.00
Averages
535.50
High
605.00
Current: 649.580
Low
430.00
Averages
535.50
High
605.00
About LMT
Lockheed Martin Corporation is a global aerospace and defense company. The Company is engaged in the research, design, development, manufacture, integration and sustainment of advanced technology systems, products and services. Its segments include Aeronautics, Missiles and Fire Control (MFC), Rotary and Mission Systems (RMS) and Space. Aeronautics segment is engaged in the research, design, development, manufacture, integration, sustainment, support and upgrade of advanced military aircraft. MFC segment provides air and missile defense systems, manned and unmanned ground vehicles, energy management solutions, and others. RMS segment designs, manufactures, services and supports various military and commercial helicopters, surface ships, sea and land-based missile defense systems, and others. Its Space segment is engaged in the research and design, development, engineering and production of satellites, space transportation systems, and strategic, advanced strike, and defensive systems.
About the author

Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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