Redwire: Navigating Recent Volatility and Revaluating Fair Value

Redwire (RDW) shares have shown noticeable movement this month, with returns trailing broader market trends. The stock has a 3-year total shareholder return of nearly 148%, but has seen a 33.6% drop in the 1-month share price return and a 67.8% decline year-to-date. Investors are weighing the potential for a turnaround and the risks that come with recent volatility. Most popular narrative assigns a fair value far above its last close, suggesting the current market price may not reflect the company's growth expectations.