Voyager Technologies (VOYG) Stock Overview
Operates as a defense technology and space solutions company in the United States, Europe, the Middle East, and internationally. More details
| Snowflake Score | |
|---|---|
| Valuation | 2/6 |
| Future Growth | 2/6 |
| Past Performance | 0/6 |
| Financial Health | 4/6 |
| Dividends | 0/6 |
Rewards
Risk Analysis
VOYG Community Fair Values
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Analyst Price Targets
Top Community Narratives
The "Landlord of Orbit" – A Deep Value Play Ahead of the Starlab Era
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Voyager Technologies, Inc. Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | US$37.66 |
| 52 Week High | US$52.40 |
| 52 Week Low | US$17.41 |
| Beta | 0 |
| 1 Month Change | -1.93% |
| 3 Month Change | 12.08% |
| 1 Year Change | 15.31% |
| 3 Year Change | n/a |
| 5 Year Change | n/a |
| Change since IPO | -33.32% |
Recent News & Updates
VOYG: Space And Missile Defense Backlog Will Drive Future Upside
Voyager Technologies' analyst fair value estimate has shifted from $60.00 to $65.00 as analysts point to stronger booking trends, higher revenue expectations, slightly improved margins, and a lower future P/E assumption supported by recent sector research and program updates. Analyst Commentary Bullish analysts see Voyager Technologies as tied to several key growth themes in space and missile defense, and recent research points to higher valuation support based on bookings, backlog, and program visibility.Analysts Are Betting On Voyager Technologies, Inc. (NYSE:VOYG) With A Big Upgrade This Week
Voyager Technologies, Inc. ( NYSE:VOYG ) shareholders will have a reason to smile today, with the analysts making...
The Landlord of Orbit and the Emerging Lunar Logistics Giant: Q2 2026 Update
While the broader market continues to price Voyager Technologies (VOYG) as a legacy defense contractor, the Q2 2026 financial results provide concrete, objective data validating the company's structural evolution. Voyager is rapidly transitioning into an end-to-end space infrastructure, orbital leasing, and interplanetary cargo monopoly.Recent updates
VOYG: Space And Missile Defense Backlog Will Drive Future Upside
Voyager Technologies' analyst fair value estimate has shifted from $60.00 to $65.00 as analysts point to stronger booking trends, higher revenue expectations, slightly improved margins, and a lower future P/E assumption supported by recent sector research and program updates. Analyst Commentary Bullish analysts see Voyager Technologies as tied to several key growth themes in space and missile defense, and recent research points to higher valuation support based on bookings, backlog, and program visibility.Analysts Are Betting On Voyager Technologies, Inc. (NYSE:VOYG) With A Big Upgrade This Week
Voyager Technologies, Inc. ( NYSE:VOYG ) shareholders will have a reason to smile today, with the analysts making...The Landlord of Orbit and the Emerging Lunar Logistics Giant: Q2 2026 Update
While the broader market continues to price Voyager Technologies (VOYG) as a legacy defense contractor, the Q2 2026 financial results provide concrete, objective data validating the company's structural evolution. Voyager is rapidly transitioning into an end-to-end space infrastructure, orbital leasing, and interplanetary cargo monopoly.
VOYG: Future Missile Defense Milestones Will Test Elevated Execution Expectations
Voyager Technologies' analyst fair value estimate has shifted from $22.70 to $24.06 as analysts weigh mixed price target revisions alongside views that the company offers a balanced mix of defense technology earnings and space growth optionality. Analyst Commentary Recent Street research on Voyager Technologies points to a split view.Voyager Technologies: The Next Defense Tech Winner Nobody Is Talking About
Summary Voyager Technologies (VOYG) reported 2Q26 revenue of $52.7M (+15% YoY), with bookings of $113M and a record $336M backlog, signaling accelerating demand. VOYG's growth is broad-based across defense, AI, propulsion, and space infrastructure, supporting raised FY26 guidance of $275M–$305M (66–84% YoY growth). Golden Dome and Agentic AI are emerging as major multi-year growth engines, while the Astrobotic acquisition expands vertical integration and revenue synergy opportunities. Despite thin margins and high investment spend, VOYG's $600M+ liquidity and expanding $5B+ pipeline position it for long-term operating leverage and revenue growth. Read the full article on Seeking AlphaVOYG: Golden Dome Exposure Will Support Future Defense Platform Upside
The analyst fair value estimate for Voyager Technologies has been raised from $45.00 to $60.00, as analysts point to the company's exposure to Golden Dome missile defense, low Earth orbit infrastructure projects like Starlab, and a growing, tier-one validated backlog as key supports for the higher target. Analyst Commentary Recent Street research on Voyager Technologies shows a split view, with one large bank turning more cautious while several bullish analysts highlight what they see as attractive exposure to missile defense programs like Golden Dome, low Earth orbit projects such as Starlab, and a growing backlog.VOYG: Elevated Expectations Will Confront Missile Defense And Low Orbit Execution Risk
The updated analyst price target for Voyager Technologies moves to $46, down from $60, as analysts factor in a higher $8.35 discount rate, a fair value estimate of about $22.70, slightly adjusted revenue growth and profit margin assumptions, and a lower future P/E of about 43x. This reflects a balance between its missile defense and low Earth orbit opportunities.
VOYG: Backlog And Space Infrastructure Expansion Will Support Future Upside
The analyst price target for Voyager Technologies has moved from about $39.83 to about $44.73. Analysts cite increased confidence in the company’s access to national security funding, a larger space infrastructure footprint, and clearer visibility into its contracted backlog as key reasons for the shift.The Landlord of Orbit and the Emerging Lunar Logistics Giant: A Deep Value Play Ahead of the Starlab & Astrobotic Era
While the broader market continues to price Voyager Technologies (VOYG) as a low-margin, cash-burning legacy defense contractor, massive structural shifts within the company’s portfolio have necessitated a fundamental update to our valuation model. In our previous thesis, we defined Voyager primarily as the "Landlord of Orbit" based on the Starlab commercial space station—the designated successor to the ISS.Analysts Are Updating Their Voyager Technologies, Inc. (NYSE:VOYG) Estimates After Its First-Quarter Results
Voyager Technologies, Inc. ( NYSE:VOYG ) just released its latest quarterly report and things are not looking great...Shareholder Returns
| VOYG | US Aerospace & Defense | US Market | |
|---|---|---|---|
| 7D | 13.8% | -0.09% | 1.8% |
| 1Y | 15.3% | 4.5% | 13.3% |
Return vs Industry: VOYG exceeded the US Aerospace & Defense industry which returned 4.5% over the past year.
Return vs Market: VOYG exceeded the US Market which returned 13.3% over the past year.
Price Volatility
| VOYG volatility | |
|---|---|
| VOYG Average Weekly Movement | 12.6% |
| Aerospace & Defense Industry Average Movement | 8.5% |
| Market Average Movement | 6.8% |
| 10% most volatile stocks in US Market | 15.2% |
| 10% least volatile stocks in US Market | 2.8% |
Stable Share Price: VOYG's share price has been volatile over the past 3 months compared to the US market.
Volatility Over Time: VOYG's weekly volatility (13%) has been stable over the past year, but is still higher than 75% of US stocks.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 2019 | 800 | Dylan Taylor | voyagertechnologies.com |
Voyager Technologies, Inc. operates as a defense technology and space solutions company in the United States, Europe, the Middle East, and internationally. It operates through three segments: Defense & National Security, Space Solutions, and Starlab Space Stations. The Defense & National Security segment provides defense systems, including solid propulsion subsystems; signal intelligence systems; space-qualified radiation-hardened laser and radio frequency (RF) communications systems and advanced electro-optical and digital systems comprising transceivers, mission-data transmitters, and command and data handling systems; guidance, navigation, and control systems that include sun sensors, star trackers, and inertial measurement units; artificial intelligence-powered edge computing products; and space maneuver.
Voyager Technologies, Inc. Fundamentals Summary
| VOYG fundamental statistics | |
|---|---|
| Market cap | US$2.19b |
| Earnings (TTM) | -US$136.97m |
| Revenue (TTM) | US$174.23m |
Is VOYG overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| VOYG income statement (TTM) | |
|---|---|
| Revenue | US$174.23m |
| Cost of Revenue | US$155.24m |
| Gross Profit | US$18.99m |
| Other Expenses | US$155.96m |
| Earnings | -US$136.97m |
Last Reported Earnings
Jun 30, 2026
Next Earnings Date
n/a
| Earnings per share (EPS) | -2.24 |
| Gross Margin | 10.90% |
| Net Profit Margin | -78.61% |
| Debt/Equity Ratio | 119.2% |
How did VOYG perform over the long term?
See historical performance and comparisonCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/09/21 04:25 |
| End of Day Share Price | 2026/09/21 00:00 |
| Earnings | 2026/06/30 |
| Annual Earnings | 2025/12/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
Learn about the who designed and built the Simply Wall St analysis model.
Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
Voyager Technologies, Inc. is covered by 13 analysts. 9 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| David Strauss | Barclays |
| Ronald Epstein | BofA Global Research |
| Andre Madrid | BTIG |