Voyager Technologies (VOYG)
Builds defense systems, spacecraft hardware, lunar infrastructure, and the planned Starlab commercial station.
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Sells defense propulsion, energetics, sensing, and communications systems alongside spacecraft hardware, mission services, and lunar infrastructure through the Defense and Space Technologies segment. U.S. government contracts provide most revenue, while the separate Voyager-led Starlab Space Stations venture remains a pre-revenue development program.
Defense and Space Technologies supplies propulsion and energetics, signals intelligence and sensing, space-qualified communications, guidance and navigation hardware, and in-orbit maneuvering technology. Work spans prime-contract and component-supplier roles, combining vertically integrated energetics production with flight-proven spacecraft hardware.
The same segment provides mission operations, engineering, and International Space Station services through Nanoracks and the Bishop Airlock. Voyager Lunar Systems adds lunar landers, surface power, and reusable rockets. Extensive ISS mission execution and deployed spacecraft subsystems underpin the space portfolio.
Starlab Space Stations is a Voyager-led venture developing a commercial low-Earth-orbit station with international partners. U.S. government work generates most revenue, tying results to federal budgets, procurement rules, contract timing, and program execution. Starlab remains pre-revenue and depends on development milestones, partner funding, additional financing, and NASA’s commercial-station procurement.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Aug 9, 2026 | Jefferies | Reiterate | Rating: —Target: $60 | Target: $65 |
| Aug 5, 2026 | Morgan Stanley | Reiterate | Rating: —Target: $39 | Target: $37 |
| Jul 15, 2026 | Morgan Stanley | Downgrade | ||
| Jun 11, 2026 | BTIG | Target | Target: — | Target: $55 |
| Jun 3, 2026 | Wolfe Research | Target | Target: — | Target: $55 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $373.4M · Total debt $491.1M · Total assets $1.01B · Shareholders' equity $325.7M
- Revenue
- $52.7M
- Operating income
- −$51.4M
- Net income
- −$46.5M
No dividends on record.
| Institutions | ≈ 72.06% | 43.98M shares | |
|---|---|---|---|
| 268 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail | |||
| Insiders | 10.90% | 6.65M shares | |
| 14 holders · as of Aug 13, 2026 | |||
| Strategic holders | 3.42% | 2.09M shares | |
| 1 holder · as of Jun 12, 2025 | |||
| Other | ≈ 13.62% | 8.32M shares | |
| remainder | |||
61.03M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.
This company has 2 share classes; every stake here is a share of the whole company.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
Dylan Taylor1Insiderdirector, 10 percent owner, officer: SEE REMARKS | 10.09% | 6.16M A | filed Nov 14, 2025 |
BlackRock, Inc.Institution | 6.09% | 3.71M A | as of Jun 30, 2026 |
Senvest Management, LLCInstitution | 4.86% | 2.97M A | as of Jun 30, 2026 |
Wellington Management Group LLPInstitution | 3.78% | 2.31M A | as of Jun 30, 2026 |
Vanguard Portfolio Management LLCInstitution | 3.64% | 2.22M A | as of Jun 30, 2026 |
- Dylan Taylor's transaction reports restate only vehicles that traded; the 2025 ownership statement (6.16M) is used instead.
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 11, 2026 | Matthew James Kuta | director, officer: President | −199,807 | $42.97 |
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Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Voyager Technologies | $37.66 | 0.00% | $2.28B | — | — | 13.1 | +15.5% |
| Northrop Grumman | $510.19 | −3.13% | $74.82B | 16.7 | 17.4 | 1.7 | +5.1% |
| RTX | $189.77 | −2.35% | $261.92B | 34.2 | 25.8 | 2.8 | +14.5% |
| L3Harris Technologies | $240.48 | −2.61% | $45.98B | 24.9 | 19.4 | 2.0 | +8.4% |
| Rocket Lab | $72.14 | +3.22% | $40.46B | — | — | 52.6 | +62.0% |
| Redwire | $11.71 | +0.91% | $2.77B | — | — | 6.5 | +89.6% |
| Kratos Defense & Security Solutions | $47.04 | −3.19% | $9.11B | 285.2 | 50.1 | 6.0 | +30.5% |
| Palantir Technologies | $184.20 | +0.61% | $420.39B | 155.2 | 97.5 | 68.3 | +92.8% |
| Median | 34.2 | 25.8 | 6.0 | +30.5% |