nLIGHT, CSW, Quest Resource, Kimball Electronics, and Vicor Shares Plummet, What You Need To Know

What Happened?

A number of stocks jumped in the afternoon session after the US president announced a framework for a future deal with Greenland. 

Wall Street saw a broad-based rally, with the S&P 500 gaining 1.2% as investor concerns over global trade tensions eased. The positive sentiment followed an announcement that reversed course on plans to impose tariffs linked to Greenland, which had caused steep market losses earlier in the week. This recovery reflected renewed optimism in the market, as the threat of a widening trade conflict appeared to subside, encouraging investors to move back into equities.

The stock market overreacts to news, and big price drops can present good opportunities to buy high-quality stocks.

Among others, the following stocks were impacted:

• Aerospace company Redwire jumped 17.6%. Is now the time to buy Redwire? Access our full analysis report here, it’s free.
• Electronic Components company nLIGHT jumped 5%. Is now the time to buy nLIGHT? Access our full analysis report here, it’s free.
• Custom Parts Manufacturing company 3D Systems jumped 9%. Is now the time to buy 3D Systems? Access our full analysis report here, it’s free.
• Renewable Energy company Blink Charging jumped 7.9%. Is now the time to buy Blink Charging? Access our full analysis report here, it’s free.
• Construction and Maintenance Services company Great Lakes Dredge & Dock jumped 8%. Is now the time to buy Great Lakes Dredge & Dock? Access our full analysis report here, it’s free.

Zooming In On Redwire (RDW)

Redwire’s shares are extremely volatile and have had 102 moves greater than 5% over the last year. But moves this big are rare even for Redwire and indicate this news significantly impacted the market’s perception of the business.

The previous big move we wrote about was 17 days ago when the stock gained 10.5% on the news that the company continued to see positive momentum from recent strategic contract wins and its expansion into the European space market. 

The positive sentiment was fueled by news that Redwire had secured a significant contract to provide docking systems for the Nyx spacecraft. The company also announced strategic contracts that expanded its footprint in Europe, boosting investor interest. This series of positive developments contributed to the stock's recent strong performance, which saw its price climb from $7.15 to $8.67 between late December and early January. These wins followed another notable contract from the previous year to provide advanced roll-out solar arrays for Axiom Station's first commercial space module.

Redwire is up 32.8% since the beginning of the year, but at $12.00 per share, it is still trading 53.3% below its 52-week high of $25.66 from February 2025. Investors who bought $1,000 worth of Redwire’s shares 5 years ago would now be looking at an investment worth $1,134.

What Happened?

A number of stocks jumped in the afternoon session after the US president announced a framework for a future deal with Greenland. Wall Street saw a broad-based rally, with the S&P 500 gaining 1.2% as investor concerns over global trade tensions eased. The positive sentiment followed an announcement that reversed course on plans to impose tariffs linked to Greenland, which had caused steep market losses earlier in the week. This recovery reflected renewed optimism in the market, as the threat of a widening trade conflict appeared to subside, encouraging investors to move back into equities.

The stock market overreacts to news, and big price drops can present good opportunities to buy high-quality stocks.

Among others, the following stocks were impacted:

• Renewable Energy company Array jumped 6.4%. Is now the time to buy Array? Access our full analysis report here, it’s free.
• Waste Management company Quest Resource jumped 15.8%. Is now the time to buy Quest Resource? Access our full analysis report here, it’s free.
• Home Construction Materials company Gibraltar jumped 7.3%. Is now the time to buy Gibraltar? Access our full analysis report here, it’s free.
• Energy Products and Services company FTAI Infrastructure jumped 5.1%. Is now the time to buy FTAI Infrastructure? Access our full analysis report here, it’s free.
• Renewable Energy company Sunrun jumped 9.1%. Is now the time to buy Sunrun? Access our full analysis report here, it’s free.

Zooming In On Quest Resource (QRHC)

Quest Resource’s shares are extremely volatile and have had 60 moves greater than 5% over the last year. But moves this big are rare even for Quest Resource and indicate this news significantly impacted the market’s perception of the business.

The biggest move we wrote about over the last year was 11 months ago when the stock dropped 32.2% on the news that the company reported weak fourth-quarter results as revenue barely grew, missing expectations, and EBITDA declined significantly. The real story was the sharp drop in profitability, with adjusted EBITDA falling by more than half compared to the previous year, weighed down by higher costs, client attrition, and weaker demand in industrial end markets. With earnings pressure mounting, the company announced a 15% workforce reduction and an annualized $3 million cut in operating expenses. The company also named Perry Moss as CEO, signaling a shift in leadership.Overall, this was a disappointing quarter with little revenue growth and weaker earnings.

Quest Resource is up 13.4% since the beginning of the year, but at $2.25 per share, it is still trading 62.3% below its 52-week high of $5.96 from January 2025. Investors who bought $1,000 worth of Quest Resource’s shares 5 years ago would now be looking at an investment worth $787.72.

What Happened?

A number of stocks jumped in the afternoon session after the US president announced a framework for a future deal with Greenland. Wall Street saw a broad-based rally, with the S&P 500 gaining 1.2% as investor concerns over global trade tensions eased. The positive sentiment followed an announcement that reversed course on plans to impose tariffs linked to Greenland, which had caused steep market losses earlier in the week. This recovery reflected renewed optimism in the market, as the threat of a widening trade conflict appeared to subside, encouraging investors to move back into equities.

The stock market overreacts to news, and big price drops can present good opportunities to buy high-quality stocks.

Among others, the following stocks were impacted:

• Defense Contractors company CACI jumped 4.4%. Is now the time to buy CACI? Access our full analysis report here, it’s free.
• Renewable Energy company SolarEdge jumped 4.6%. Is now the time to buy SolarEdge? Access our full analysis report here, it’s free.
• Specialty Equipment Distributors company Alta jumped 4.7%. Is now the time to buy Alta? Access our full analysis report here, it’s free.
• Waste Management company Montrose jumped 4.5%. Is now the time to buy Montrose? Access our full analysis report here, it’s free.
• Electronic Components company Vicor jumped 4%. Is now the time to buy Vicor? Access our full analysis report here, it’s free.

Zooming In On Alta (ALTG)

Alta’s shares are extremely volatile and have had 54 moves greater than 5% over the last year. In that context, today’s move indicates the market considers this news meaningful but not something that would fundamentally change its perception of the business.

The biggest move we wrote about over the last year was 3 months ago when the stock dropped 7.3% on the news that the company reported disappointing third-quarter 2025 financial results that missed Wall Street's expectations for both revenue and earnings. The equipment distribution company's sales fell 5.8% year-on-year to $422.6 million, falling short of analyst forecasts. On an adjusted basis, the loss per share was $0.35, which was considerably wider than the consensus estimate for a $0.17 loss. Furthermore, the company’s adjusted EBITDA for the quarter decreased to $41.7 million, and its full-year EBITDA guidance of $170 million at the midpoint came in below what analysts had anticipated. Adding to the negative sentiment, Alta's free cash flow was negative $13.2 million, a sharp reversal from a positive $23.9 million in the same quarter last year, prompting concerns about its cash generation.

Alta is up 29.7% since the beginning of the year, but at $6.50 per share, it is still trading 24.6% below its 52-week high of $8.62 from July 2025. Investors who bought $1,000 worth of Alta’s shares 5 years ago would now be looking at an investment worth $632.91.