AST SpaceMobile soars 400% while Redwire plunges in volatile space stock race
Two space-focused companies, AST SpaceMobile and Redwire, have shown starkly different stock performances this year. While AST SpaceMobile's shares have surged over fourfold, Redwire has faced a steep decline of more than 48%. Both remain high-risk investments, with profitability still out of reach for each.
AST SpaceMobile's stock has climbed from the low $20s to the low $80s per share since January. This rise follows strong investor confidence in its long-term potential, despite weaker-than-expected quarterly results. The company has secured commercial deals with major telecom firms, reinforcing its growth outlook. Analysts project a 342.6% sales jump in 2026, with earnings per share (EPS) forecast at $0.35 in 2027 and $2.57 in 2028—though a loss of around $0.40 per share is still expected next year.
Redwire, meanwhile, has struggled with a 48% share price drop year to date. Investors have reacted to two consecutive earnings misses, share dilution, and delays in government contracts. A recent rally, sparked by a partnership with The Exploration Company, may not last without clearer progress in growth and profitability. Analysts warn that Redwire's 2025 challenges could extend into 2026 unless the company turns its performance around.
AST SpaceMobile remains the more attractive option for investors chasing high long-term returns, despite its volatility. Redwire's path to recovery depends on addressing its earnings shortfalls and contract setbacks. For now, both companies carry significant risk as they work toward sustainable profitability.
