NATO
Themes Transatlantic Defense ETF
stock NASDAQ ETF

Siemens Energy, given that they are one of the few manufacturers of electricity grid equipment in Europe, and most countries are behind on electricity infrastructure. Now especially with the NATO 5% target containing a 1.5% infrastructure spending part. My expectation is that the company will keep rapidly growing

That's Mark Rutte, former PM of the Netherlands and current Secretary General of the NATO.
He's pragmatic and kinda boring, the kind of person who would look at that room and not stop thinking how dumb it looks.

With spare money, wondering if VOO/SHLD/NATO would be an interesting bet

Highly doubt that. They’re in a prime spot to scale with defense budgets climbing. Successfully delivering drones and training to a NATO country is huge. Plus Carney has been clear about wanting Canadian companies to lead the charge in defense...

Volatus Aerospace sells drones for a wide range of things including military defence. With Canada and other NATO nations increasing defence budgets drones will definitely be included.
They have done deals with countries in NATO which means they have the potential already to expand in the future.
This could be a long term hold if the company secures more contracts and makes some more money, financials are not the greatest but the potential is there.
Just a stock i looked at quick and seemed good. Cheap and high potential in my eyes and good volume today. Not financial advice just another regard opinion

AI, the world police, Movies, Music, Culture, soon to be our beloved Trucks!
Food, oil, natural gas, tariffs, NATO, the UN is housed with us, Space, Elon Musk. Peace through War!

This is what people don't get. They've been a player in the government contracting world far longer than Donald Trump has been relevant. People jump on the Peter Thiel connection and find that it fits their overarching narrative are dismissing the the fact that their DoD and intel contracts have had a long, robust, bipartisan and uncontroversial history. They have now been adopted by NATO. Next that will mean adoption and integration into individual NATO countries. The simple fact is that they fill a niche that has yet to be replicated. If the EU is smart; they will try, but they will still need palantir in the mean time.

I doubt you will see US bases in Europe in 20 years. The US has made it clear that it is not interested in defending Europe in the long-term (and TBH fair enough on this, Europe should be able to take care of Russia itself).
And like you said, without the US promise of NATO protection, what justification do the bases have?

I've seen a few posts about Volatus Aerospace ($FLT on TSX), but it still feels way undervalued to me. It’s a Canadian drone company that just delivered $1.8M worth of ISR drones to a NATO country, then followed it up with a $560K training contract. Last week they launched the Condor XL which is a heavy lift drone designed for defense and industrial use. With PM Mark Carney committing to push Canada’s defense spending past 2% of GDP, they're so well positioned... Outside of defense they just recently partnered with J.D. Irving to support drone assisted reforestation, so there's clear real world applications beyond just defense. I'm just sharing my thoughts... one major defense or commercial deal and this thing could fly.

Neither Ukraine nor Russian are members of NATO.

If you are a business why would you use PLTR so the govt can spy on you? And if you are any NATO govt, why would you use PLTR so the US can spy on you?

And then Europe can boot out the US military bases.
The most recent B2 bombing run refuelled several times on the way from Missouri to Iran. Although none of the article mention where the refueling aircraft departed I strongly suspect they came from European bases. Seeing as how the KC-135 Stratotanker is not suitable for an aircraft carrier.
The average US citizen doesn’t think much of NATO or Europe but this is just a single operation that would have been made impossible or infinitely more complicated without allied cooperation.

Why I’m Bullish on $BURU #BURU (Nuburu Inc.) — Here’s the Bigger Picture
While some are frustrated with short-term price action, the real value in BURU is what’s building — and it’s happening fast.
🔹 $100M Shelf Registration NOW EFFECTIVE
They now have access to serious non-dilutive capital, right now. This means funding is available for M&A, growth, or strategic expansion without confetti dilution. Major game-changer.
🔹 Golden Power Approval in Final Stages
The Italian government review on their Tekne acquisition is well within its official timeline. No delays, just procedural. Company insiders remain confident — this greenlight will unlock the full Tekne integration.
🔹 Tekne Acquisition = Military-Grade Revenue Engine
Tekne builds military-grade vehicles and tech for NATO nations. BURU is acquiring a controlling interest — this isn’t a pipe dream. It’s a foot in the door of EU defense budgets already allocating billions.
🔹 SYME Partnership Adds Monetisation Fuel
Tekne inventory will be monetised through Supply@ME Capital’s (SYME) fintech platform — unlocking immediate capital from hard assets. It’s a smart way to generate recurring revenue without debt.
🔹 NYSE Clearance Secured
BURU is now fully approved on NYSE — opening the gates to larger institutional players. This legitimises the company’s strategic shift and will help with liquidity, volume, and credibility.
🔹 Defense & Security Hub
BURU is repositioning itself as a full-spectrum defense-tech player — not just lasers anymore. With Tekne + SYME + U.S. access, they’re building an ecosystem around operational resilience and defense innovation.
⸻
📌 Bottom Line:
The market is slow to price in transformational plays. That’s your opportunity.
BURU is transitioning from speculative microcap to a legitimate player in the U.S.–EU defense corridor. Catalysts are stacking — funding is ready, approvals are near, and partners are strategic.
👀 Watch this one closely. The breakout is brewing.
#BURU #PennyStocks #DefenseTech #Tekne #SYME #MicrocapMomentum #Undervalued #GrowthStocks #StrategicAcquisition

That NATO isn't worth anything anymore and would just dissolve. If article 5 anything than 100% support nobody needs the alliance anymore.

$1.5t by the end of Trumps turn is 4 years, and if there is a current $175b in investment - which is a 2.5x increase.
If NATO increases defence spending to 5% of GDP and the EU purchases energy from the USA and not places like Azerbaijan or Saudi Arabia, then they easily meet this mark.
Not saying it’ll happen.

This is provided by u/LongTemporary5145
**TLDR; 31-162% upside through end of year, up to 489% upside end of next year.**
Chart is at the bottom with full details.
Redwire is quietly assembling the holy trinity of future tech: **Space infrastructure, AI-driven mission systems, and autonomous defense platforms**. After digging through SEC filings, DoD roadmaps, company presentations, earnings calls, RFPs and defense budget line-items, etc. I genuinely believe 2026 will be the turning point, after Edge autonomy is fully integrated and revenues finally break the $1 billion barrier.
**Here’s a breakdown by segment:**
# 1. Core Space & Commercial Contracts (~$500M+)
* **NASA, ESA, and Gateway projects**: Ongoing space infrastructure work includes solar arrays, modular structures, payload services, and ISS/Gateway support. These contracts are multiyear and locked in. → **Estimated 2026 revenue: $220M–$260M**
* **DeepSat & VLEO satellite programs**: Redwire’s AI-powered digital engineering suite (Acorn 2.0, DEMSI) is powering the next-gen Earth intelligence constellations. The commercial + defense dual-use value here is growing. → **Est. 2026: $100M–$140M**
* **Space servicing, robotics, in-orbit manufacturing (Archinaut, payload integration, etc.)**: RDW is one of the few players with actual flight heritage. → **Est. 2026: $80M–$120M**
https://preview.redd.it/b6ng76doemff1.png?width=1080&format=png&auto=webp&s=1bab7a27edeb1c5fa912bbf2b09d62acd546538e
# 2. Defense & UAV-Related (Edge Autonomy) (~$200M+)
* **Edge Autonomy’s UAV platforms**: U.S. Marine Corps visit last week, partnerships, and modular drone production give Edge a key role in the drone race. → **Est. 2026**: **$180M–$250M**
* **AI payloads & systems**: Defense customers increasingly need smart, modular payloads with in-orbit/real-time data processing. RDW is already delivering.
https://preview.redd.it/8oa1le4qemff1.png?width=1080&format=png&auto=webp&s=1ffec2c3efde98e4594152a38fc399c46e0e6078
# 3. Major Defense Initiatives (Potential Windfalls)
* **SHIELD (U.S. Missile Defense Agency – $151B IDIQ)** Redwire is a top digital integrator candidate for SHIELD, a 10-year missile defense architecture focused on AI and multi-domain ops. Redwire’s edge in model-based systems engineering and space-based sensors positions it for repeat task orders. → **Est. 2026 revenue: $130M–$250M**
* **Golden Dome / NATO Missile Defense Integration** Edge Autonomy’s modular drones and Redwire’s sensor payloads align well with NATO missile defense requirements. NATO’s expanded investment strategy (\~$100B+ in new EU-NATO air defense cooperation) increases the likelihood of Edge/Redwire tech integration. → **Est. 2026 revenue: $60M–$100M**
* **U.S. “Unleashing American Drone Dominance” Initiative (FY2026 DoD Budget: $1.01T)** The U.S. military’s sharp focus on modular UAVs, smart payloads, and speed-to-field gives Edge Autonomy a prime role. Redwire’s AI-driven mission systems could scale across platforms. → **Est. 2026 revenue: $90M–$130M**
* **EU Defense & Space Surge: €131B Allocation (2028–2034)** On July 17, 2025, the European Commission proposed a €2 trillion ($2.31T) EU budget for 2028–2034. Crucially, it includes €131 billion earmarked for defense and space, a fivefold increase over current levels. Additionally, a new €451B European Competitiveness Fund will support dual-use industries like satellites and AI payloads. Redwire’s expanding European footprint and NATO linkages make it well-positioned to benefit. → **Est. 2026 revenue (early access + ramp-up): $40M–$80M**
* **Trump-EU Arms Procurement Continuity** The Trump-era U.S.–EU defense deal includes “hundreds of billions” in new EU purchases of U.S. military equipment. Redwire’s and autonomy platforms are ideal for this transatlantic arms buildup. → **Est. 2026 revenue: $30M–$60M**
https://preview.redd.it/8vyqbxpsemff1.png?width=1080&format=png&auto=webp&s=f39b445b15d84352dd109ccd8c9b8c1a087846ed

4. Software, AI, and Classified Work (High Margin)
* **Digital Engineering Platforms (Acorn 2.0, DEMSI)** These are becoming the backbone for both satellite and defense mission planning. → **Est. 2026**: **$40M–$60M**
* **Classified payloads and integration work** Indications from filings and DoD partnerships suggest growing classified backlog. → **Est. 2026: $30M–$60M**
https://preview.redd.it/o25ggqsxemff1.png?width=1080&format=png&auto=webp&s=f0e6e00b730971c5ba6e527ab7f61dd04427285c
# 5. Strategic Assets, IP, and Non-Recurring Revenue
* **Patents & IP Licensing**: Redwire owns critical IP in 3D printing in microgravity (Archinaut), space-rated materials, digital mission engineering tools (Acorn 2.0), and autonomous systems. Licensing or IP monetization (especially in allied countries ramping defense production) could generate non-linear returns. → **Est. 2026: $20M–$40M**
* **One-off or Non-Recurring Government Grants**: Given the surge in public-private space and biotech investments (e.g., autonomous bio payloads, ISS commercialization), Redwire may secure one-time grants or milestone payments. → **Est. 2026**: **$10M–$30M**
* **Strategic JVs or Divestitures**: Redwire could form joint ventures in Europe, spin off commercial units (e.g., in-orbit manufacturing), or license key tech to allies. → **Est. 2026: $25M–$50M**
[This is a comprehensive estimate covering the full spectrum of possible outcomes, with revenue projections ranging from a bearish $740 million to a bullish $1.435 billion.](https://preview.redd.it/6s8qr9r2fmff1.png?width=1080&format=png&auto=webp&s=c232d5189d4117cc378df92921f2ffa9f112326d)
**Drone Sector Valuation Multiples:**
|Company|Revenue Multiple (EV/Rev)|
|:-|:-|
|||
|AeroVironment|**\~12×**|
|Kratos Defense|**\~6×**|
|Other popular drone stock (IPO)|**\~7×**|
**Space Sector Valuation Multiples:**
|Company|**P/S Multiple**|
|:-|:-|
|||
|Rocket Lab (RKLB)|**\~50×**|
|AST SpaceMobile (ASTS)|**\~3,500×**|
|Planet Labs (PL)|**\~7.8×**|
With Redwire’s growing footprint across **space infrastructure, AI-driven payloads, and defense automation**, here’s a breakdown of where the stock could be heading over the next few years based on projected revenues and standard P/S multiples (6×–10×):
|**Year**|**Revenue Estimate**|**6×–10× P/S Range**|**Implied Market Cap**|**Upside from Today ($2.29B)**|
|:-|:-|:-|:-|:-|
||||||
|**2025**|$500M–$600M|6×–10×|$3.0B–$6.0B|\+31% to +162%|
|**2026**|$1.05B–$1.48B|6×–10×|$6.3B–$14.8B|\+175% to +547%|
|**2027**|$1.3B–$1.7B|6×–10×|$7.8B–$17.0B|\+241% to +642%|
|**2028**|$1.6B–$2.0B|6×–10×|$9.6B–$20.0B|\+319% to +773%|
# Why This Matters
* **Q2 Earnings will show the first signs of operating leverage.**
* **Free cash flow flips positive by 2025-end**, accelerating into 2026.
* **AI + Defense + Space = Holy Trinity of Multiples**
* **Low float + high institutional interest** = re-rating catalyst
* Market cap as of today is **$2.29 billion!!!**
**If 2026 plays out as outlined, Redwire could cement itself as a foundational piece of U.S. and allied space-defense infrastructure. Redwire is quietly building the bones of a multi-decade national asset, and with execution, it could someday be worth tens or even hundreds of billions.**
credit to [https://www.reddit.com/user/LongTemporary5145/](https://www.reddit.com/user/LongTemporary5145/)
From:
[https://www.reddit.com/r/redwire/comments/1mads3x/why\_redwire\_could\_be\_one\_of\_the\_most\_undervalued/](https://www.reddit.com/r/redwire/comments/1mads3x/why_redwire_could_be_one_of_the_most_undervalued/)
For other reading see:
[https://www.reddit.com/r/wallstreetbets/comments/1lq0f18/rdw\_redwire\_space\_post\_edge\_autonomy\_acquisition/](https://www.reddit.com/r/wallstreetbets/comments/1lq0f18/rdw_redwire_space_post_edge_autonomy_acquisition/)
or visit the r/redwire sub for more

Redwire is quietly assembling the holy trinity of future tech: **Space infrastructure, AI-driven mission systems, and autonomous defense platforms**. After digging through SEC filings, DoD roadmaps, company presentations, earnings calls, RFPs and defense budget line-items, etc. I genuinely believe 2026 will be the turning point, after Edge autonomy is fully integrated and revenues finally break the $1 billion barrier.
**Here’s a breakdown by segment:**
# 1. Core Space & Commercial Contracts (~$500M+)
* **NASA, ESA, and Gateway projects**: Ongoing space infrastructure work includes solar arrays, modular structures, payload services, and ISS/Gateway support. These contracts are multiyear and locked in. → **Estimated 2026 revenue: $220M–$260M**
* **DeepSat & VLEO satellite programs**: Redwire’s AI-powered digital engineering suite (Acorn 2.0, DEMSI) is powering the next-gen Earth intelligence constellations. The commercial + defense dual-use value here is growing. → **Est. 2026: $100M–$140M**
* **Space servicing, robotics, in-orbit manufacturing (Archinaut, payload integration, etc.)**: RDW is one of the few players with actual flight heritage. → **Est. 2026: $80M–$120M**
# 2. Defense Related (Edge Autonomy) (~$200M+)
* **Edge Autonomy’s Drone platforms**: U.S. Marine Corps visit last week, partnerships, and modular drone production give Edge a key role in the drone race. → **Est. 2026**: **$180M–$250M**
* **AI payloads & systems**: Defense customers increasingly need smart, modular payloads with in-orbit/real-time data processing. RDW is already delivering.
# 3. Major Defense Initiatives (Potential Windfalls)
* **SHIELD (U.S. Missile Defense Agency – $151B IDIQ)** Redwire is a top digital integrator candidate for SHIELD, a 10-year missile defense architecture focused on AI and multi-domain ops. Redwire’s edge in model-based systems engineering and space-based sensors positions it for repeat task orders. → **Est. 2026 revenue: $130M–$250M**
* **Golden Dome / NATO Missile Defense Integration** Edge Autonomy’s modular drones and Redwire’s sensor payloads align well with NATO missile defense requirements. NATO’s expanded investment strategy (\~$100B+ in new EU-NATO air defense cooperation) increases the likelihood of Edge/Redwire tech integration. → **Est. 2026 revenue: $60M–$100M**
* **U.S. “Unleashing American Drone Dominance” Initiative (FY2026 DoD Budget: $1.01T)** The U.S. military’s sharp focus on modular Drones, smart payloads, and speed-to-field gives Edge Autonomy a prime role. Redwire’s AI-driven mission systems could scale across platforms. → **Est. 2026 revenue: $90M–$130M**
* **EU Defense & Space Surge: €131B Allocation (2028–2034)** On July 17, 2025, the European Commission proposed a €2 trillion ($2.31T) EU budget for 2028–2034. Crucially, it includes €131 billion earmarked for defense and space, a fivefold increase over current levels. Additionally, a new €451B European Competitiveness Fund will support dual-use industries like satellites and AI payloads. Redwire’s expanding European footprint and NATO linkages make it well-positioned to benefit. → **Est. 2026 revenue (early access + ramp-up): $40M–$80M**
* **Trump-EU Arms Procurement Continuity** The Trump-era U.S.–EU defense deal includes “hundreds of billions” in new EU purchases of U.S. military equipment. Redwire’s and autonomy platforms are ideal for this transatlantic arms buildup. → **Est. 2026 revenue: $30M–$60M**
# 4. Software, AI, and Classified Work (High Margin)
* **Digital Engineering Platforms (Acorn 2.0, DEMSI)** These are becoming the backbone for both satellite and defense mission planning. → **Est. 2026**: **$40M–$60M**
* **Classified payloads and integration work** Indications from filings and DoD partnerships suggest growing classified backlog. → **Est. 2026: $30M–$60M**
# 5. Strategic Assets, IP, and Non-Recurring Revenue
* **Patents & IP Licensing**: Redwire owns critical IP in 3D printing in microgravity (Archinaut), space-rated materials, digital mission engineering tools (Acorn 2.0), and autonomous systems. Licensing or IP monetization (especially in allied countries ramping defense production) could generate non-linear returns. → **Est. 2026: $20M–$40M**
* **One-off or Non-Recurring Government Grants**: Given the surge in public-private space and biotech investments (e.g., autonomous bio payloads, ISS commercialization), Redwire may secure one-time grants or milestone payments. → **Est. 2026**: **$10M–$30M**
* **Strategic JVs or Divestitures**: Redwire could form joint ventures in Europe, spin off commercial units (e.g., in-orbit manufacturing), or license key tech to allies. → **Est. 2026: $25M–$50M**
**Estimated RDW Revenue by Source for 2026**
|Source|Estimated Revenue Range (Million USD)|
|:-|:-|
|Strategic IP / Grants / Spinouts|30 – 50|
|Pharma / Autonomous Bio Projects|20 – 40|
|European ISR / Space-Based Missile Defense Support|60 – 120|
|European ISR / Drone Programs|50 – 80|
|SHIELD IDIQ (DoD)|200 – 350|
|Edge Autonomy – ISR Drones|100 – 250|
|NASA Contracts|220 – 250|
|ESA / ADEO Deorbiting (EU)|20 – 30|
|DeepSat AI Satellite Constellation|100 – 140|
|DARPA / Hypersonic Programs|60 – 100|
|Golden Dome (Speculative)|60 – 180|
|Drone Dominance Doctrine (Speculative)|30 – 80|
|USMC / ISR Navy Missions (Speculative)|40 – 90|
|Other Space Infra & Payloads|60 – 100|
|Commercial / LEO Missions|60 – 100|
|**Total Estimated Revenue Range**|**1,170 – 2,010** **Billion**|
**This estimated revenue is meant to capture a full range from a conservative speculation to a bullish one. If you spot anything I have overlooked, let me know. I’ll happily update it.**
**Drone Sector Valuation Multiples:**
|Company|Revenue Multiple (EV/Rev)|
|:-|:-|
|AeroVironment|**\~12×**|
|Kratos Defense|**\~6×**|
|AIRO Group (IPO)|**\~7×**|
**Space Sector Valuation Multiples:**
|Company|**P/S Multiple**|
|:-|:-|
|Rocket Lab (RKLB)|**\~50×**|
|AST SpaceMobile (ASTS)|**\~3,500×**|
|Planet Labs (PL)|**\~7.8×**|
With Redwire’s growing footprint across **space infrastructure, AI-driven payloads, and defense automation**, here’s a breakdown of where the stock could be heading over the next few years based on projected revenues and standard P/S multiples (6×–10×):
|Year|Revenue Estimate|6×–10× P/S Range|Implied Market Cap|Upside from Today ($2.29B)|
|:-|:-|:-|:-|:-|
|2025|$535M–$605M (RDW Forecasting)|6×–10×|$3.21B–$6.05B|**+40% to +164%**|
|2026|$1.05B–$1.48B|6×–10×|$6.3B–$14.8B|**+175% to +547%**|
|2027|$1.3B–$1.7B|6×–10×|$7.8B–$17.0B|**+241% to +642%**|
|2028|$1.6B–$2.0B|6×–10×|$9.6B–$20.0B|**+319% to +773%**|
# Why This Matters
* **Q2 Earnings will show the first signs of operating leverage.**
* **Free cash flow flips positive by 2025-end**, accelerating into 2026.
* **AI + Defense + Space = Holy Trinity of Multiples**
* **Low float + high institutional interest** = re-rating catalyst
* Market cap as of today is **$2.29 billion!!!**
**If 2026 plays out as outlined, Redwire could cement itself as a foundational piece of U.S. and allied space-defense infrastructure. Redwire is quietly building the bones of a multi-decade national asset, and with execution, it could someday be worth tens or even hundreds of billions.**
**I hold 36.2k Shares, and not planning to sell until it x10**

Redwire is quietly assembling the holy trinity of future tech: **Space infrastructure, AI-driven mission systems, and autonomous defense platforms**. After digging through SEC filings, DoD roadmaps, company presentations, earnings calls, RFPs and defense budget line-items, etc. I genuinely believe 2026 will be the turning point, after Edge autonomy is fully integrated and revenues finally break the $1 billion barrier.
**Here’s a breakdown by segment:**
# 1. Core Space & Commercial Contracts (~$500M+)
* **NASA, ESA, and Gateway projects**: Ongoing space infrastructure work includes solar arrays, modular structures, payload services, and ISS/Gateway support. These contracts are multiyear and locked in. → **Estimated 2026 revenue: $220M–$260M**
* **DeepSat & VLEO satellite programs**: Redwire’s AI-powered digital engineering suite (Acorn 2.0, DEMSI) is powering the next-gen Earth intelligence constellations. The commercial + defense dual-use value here is growing. → **Est. 2026: $100M–$140M**
* **Space servicing, robotics, in-orbit manufacturing (Archinaut, payload integration, etc.)**: RDW is one of the few players with actual flight heritage. → **Est. 2026: $80M–$120M**
https://preview.redd.it/nqy575cvnlff1.png?width=1080&format=png&auto=webp&s=3ede61b266f48c6cc86f7e16224680e8fe4ade88
# 2. Defense & UAV-Related (Edge Autonomy) (~$200M+)
* **Edge Autonomy’s UAV platforms**: U.S. Marine Corps visit last week, partnerships, and modular drone production give Edge a key role in the drone race. → **Est. 2026**: **$180M–$250M**
* **AI payloads & systems**: Defense customers increasingly need smart, modular payloads with in-orbit/real-time data processing. RDW is already delivering.
https://preview.redd.it/vsuicf3wnlff1.png?width=1080&format=png&auto=webp&s=7ac5a21008a2a6bfd18aa431f06a61d9432fa956
# 3. Major Defense Initiatives (Potential Windfalls)
* **SHIELD (U.S. Missile Defense Agency – $151B IDIQ)** Redwire is a top digital integrator candidate for SHIELD, a 10-year missile defense architecture focused on AI and multi-domain ops. Redwire’s edge in model-based systems engineering and space-based sensors positions it for repeat task orders. → **Est. 2026 revenue: $130M–$250M**
* **Golden Dome / NATO Missile Defense Integration** Edge Autonomy’s modular drones and Redwire’s sensor payloads align well with NATO missile defense requirements. NATO’s expanded investment strategy (\~$100B+ in new EU-NATO air defense cooperation) increases the likelihood of Edge/Redwire tech integration. → **Est. 2026 revenue: $60M–$100M**
* **U.S. “Unleashing American Drone Dominance” Initiative (FY2026 DoD Budget: $1.01T)** The U.S. military’s sharp focus on modular UAVs, smart payloads, and speed-to-field gives Edge Autonomy a prime role. Redwire’s AI-driven mission systems could scale across platforms. → **Est. 2026 revenue: $90M–$130M**
* **EU Defense & Space Surge: €131B Allocation (2028–2034)** On July 17, 2025, the European Commission proposed a €2 trillion ($2.31T) EU budget for 2028–2034. Crucially, it includes €131 billion earmarked for defense and space, a fivefold increase over current levels. Additionally, a new €451B European Competitiveness Fund will support dual-use industries like satellites and AI payloads. Redwire’s expanding European footprint and NATO linkages make it well-positioned to benefit. → **Est. 2026 revenue (early access + ramp-up): $40M–$80M**
* **Trump-EU Arms Procurement Continuity** The Trump-era U.S.–EU defense deal includes “hundreds of billions” in new EU purchases of U.S. military equipment. Redwire’s and autonomy platforms are ideal for this transatlantic arms buildup. → **Est. 2026 revenue: $30M–$60M**
https://preview.redd.it/vxox059xnlff1.png?width=1080&format=png&auto=webp&s=a7695afa9fc89789241c3c114a7efad0bccc7c3e
# 4. Software, AI, and Classified Work (High Margin)
* **Digital Engineering Platforms (Acorn 2.0, DEMSI)** These are becoming the backbone for both satellite and defense mission planning. → **Est. 2026**: **$40M–$60M**
* **Classified payloads and integration work** Indications from filings and DoD partnerships suggest growing classified backlog. → **Est. 2026: $30M–$60M**
https://preview.redd.it/y8c5jk6ynlff1.png?width=1080&format=png&auto=webp&s=e0ca049be4db9aa353be82bdde61ad1dbf921235
# 5. Strategic Assets, IP, and Non-Recurring Revenue
* **Patents & IP Licensing**: Redwire owns critical IP in 3D printing in microgravity (Archinaut), space-rated materials, digital mission engineering tools (Acorn 2.0), and autonomous systems. Licensing or IP monetization (especially in allied countries ramping defense production) could generate non-linear returns. → **Est. 2026: $20M–$40M**
* **One-off or Non-Recurring Government Grants**: Given the surge in public-private space and biotech investments (e.g., autonomous bio payloads, ISS commercialization), Redwire may secure one-time grants or milestone payments. → **Est. 2026**: **$10M–$30M**
* **Strategic JVs or Divestitures**: Redwire could form joint ventures in Europe, spin off commercial units (e.g., in-orbit manufacturing), or license key tech to allies. → **Est. 2026: $25M–$50M**
[This is a comprehensive estimate covering the full spectrum of possible outcomes, with 2026 revenue projections ranging from a conservative \~$1.05 billion to a bullish \~$1.48 billion. If you spot anything I have overlooked, let me know. I’ll happily update it.](https://preview.redd.it/tgee165znlff1.png?width=1080&format=png&auto=webp&s=685a900f4fc07c674579606e9aa12a39025b552e)
**Drone Sector Valuation Multiples:**
|Company|Revenue Multiple (EV/Rev)|
|:-|:-|
|AeroVironment|**\~12×**|
|Kratos Defense|**\~6×**|
|AIRO Group (IPO)|**\~7×**|
**Space Sector Valuation Multiples:**
|Company|**P/S Multiple**|
|:-|:-|
|Rocket Lab (RKLB)|**\~50×**|
|AST SpaceMobile (ASTS)|**\~3,500×**|
|Planet Labs (PL)|**\~7.8×**|
With Redwire’s growing footprint across **space infrastructure, AI-driven payloads, and defense automation**, here’s a breakdown of where the stock could be heading over the next few years based on projected revenues and standard P/S multiples (6×–10×):
|**Year**|**Revenue Estimate**|**6×–10× P/S Range**|**Implied Market Cap**|**Upside from Today ($2.29B)**|
|:-|:-|:-|:-|:-|
|**2025**|$500M–$600M|6×–10×|$3.0B–$6.0B|\+31% to +162%|
|**2026**|$1.05B–$1.48B|6×–10×|$6.3B–$14.8B|\+175% to +547%|
|**2027**|$1.3B–$1.7B|6×–10×|$7.8B–$17.0B|\+241% to +642%|
|**2028**|$1.6B–$2.0B|6×–10×|$9.6B–$20.0B|\+319% to +773%|
# Why This Matters
* **Q2 Earnings will show the first signs of operating leverage.**
* **Free cash flow flips positive by 2025-end**, accelerating into 2026.
* **AI + Defense + Space = Holy Trinity of Multiples**
* **Low float + high institutional interest** = re-rating catalyst
* Market cap as of today is **$2.29 billion!!!**
**If 2026 plays out as outlined, Redwire will no longer be a small-cap. It could cement itself as a foundational piece of U.S. and allied space-defense infrastructure. Redwire is quietly building the bones of a multi-decade national asset, and with execution, it could someday be worth tens or even hundreds of billions.**

Die USA allein auf weiter Flur ohne NATO? Kann ich mir irgendwie auch nur schlecht vorstellen. China reibt sich die Hände. Allein können die auch nicht.

I am just telling you the truth. Many Europeans and Canadians are trying to abandon American products. An American flag used to mean "quality, sometimes a little bit more expensive", while that flag today symbolizes a hostile nation (the president's talk of Canada as a 51st state, the talk of a military takeover of Greenland, the new Ukrainian deal where EU is allowed to buy weapons, like NATO was not a thing, while there is a former KGB officer turned Tzar trying to reestablish the Soviet Empire, with up to 50 000 North Koreans on the very doorstep of Europe). 
It is not a moral stand, just an observation, and on this forum we deal with facts and cold logic