VOYG
Voyager Technologies, Inc.

Voyager Technologies, Inc.VOYG

Industrials · Aerospace & Defense
25.09USD
+5.33%
Oct 26, 2026
VOYG overview ready
Supplier of Space-Qualified Propulsion and Mission Systems for National Security
Voyager supplies space-qualified propulsion and mission-system technologies while also developing space-infrastructure capabilities; it is an equipment and systems enabler rather than an operator of a military satellite network.
Strong narrative exposure
Exposed to the National Security Space Systems narrative through Spacecraft Propulsion and Mission Systems — component supplier.
Advancing price action
Longer-term context reads new trend, with a near-term setup of daily advance.
Demanding valuation
The price embeds expectations that run ahead of the cash the business currently produces.
Unremarkable fundamentals
Primary risk
Dependence on government defense spending.
Market Oct 23Filing Jun 30Price action Aug 9Research Jul 17

Conviction Level

Theme Heat has no canonical measurement for this company — a research-profile dimension, not an input to this score.

NarrativeHeat7.0ThemeHeat—PriceAction8.3Valuation1.3CompanyPosition9.3BusinessQuality1.8
Price
Loading price history…

Price Action

Advancing price action
Longer-term context reads new trend, with a near-term setup of daily advance.
EntryReset + recovery

The recent reset toward the daily SMA200 aligned with support at the weekly EMA21. Daily structure is recovering above the fast averages, improving the current entry location.

Key Financials

Market Cap
$1.5B
Avg Volume (60D)
1.9M
60 sessions
Revenue Growth YoY
+15.4%
FY2025 vs FY2024
Gross Margin
+10.9%
Operating Margin
-88.5%
Trailing twelve months
Free Cash Flow Yield
-19.6%
P/E
N/M
EV / Sales
8.8x
Market metrics as of Oct 23, 2026
Financial results for the period ended Jun 30, 2026
Filed balance-sheet data as of Jun 30, 2026

Fundamentals & Valuation

Two of the three valuation perspectives say expensive; own history is the dissenting view.
Voyager Technologies, Inc. has an Expensive valuation stance because the price embeds expectations that run ahead of the cash the business currently produces.

Company Research

Thesis
Voyager supplies space-qualified propulsion and mission-system technologies while also developing space-infrastructure capabilities; it is an equipment and systems enabler rather than an operator of a military satellite network.
Opportunity
Moderate opportunity
Government and allied investment in resilient space architectures drives demand for space-qualified propulsion, avionics, communications, sensing, and spacecraft-support infrastructure used in national-security missions and proliferated constellations.
Key risk
Dependence on government defense spending.

Narrative & Theme

National Security Space Systems
Part of Spacecraft Propulsion and Mission Systems, with strong fit.
Voyager has direct exposure to the national-security-space spending cycle through defense technology, solid propulsion, SIGINT, radiation-hardened laser/RF communications, and related electro-optical and digital systems.
Narrative HeatHeating up7.0 / 10
Theme HeatUnavailable

Business & Markets

Industrials · Aerospace & Defense
What they do

Voyager Technologies, Inc. develops and supplies defense and space technology systems, operating through segments focused on defense & national security, space solutions, and space station infrastructure internationally.

How it earns

The company generates revenue primarily through project-based contracts and sales of defense and space systems to government and allied customers.

Products & services
Solid propulsion subsystems
Signal intelligence systems
Space-qualified radiation-hardened laser and RF communications systems
Advanced electro-optical and digital mission-data transmitters
Space infrastructure development
Customers & end markets
Government defense agencies
National security organizations
Space mission operators
International allied governments
Market position

Niche supplier specializing in space-qualified propulsion and mission-system technologies within the defense and aerospace sector.

Demand drivers
Medium cyclicality

Demand is influenced by government defense budgets and space mission funding cycles, which can vary with geopolitical and budgetary factors.