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VOVOYG

Voyager Technologies, Inc.

Hot onWhy it's trendingX chatter spiked vs its recent normStrong bullish X conversationPrice and volume picking up
$VOYG·$1.8B·Aerospace & Defense·Industrials
$25.85+3.3%YTD-6.4%1Y-41.4%
Mentions · last 7 days
2026-07-10: 44 posts2026-07-11: 26 posts2026-07-12: 18 posts2026-07-13: 47 posts2026-07-14: 22 posts2026-07-15: 161 posts2026-07-16: 44 posts363+12%
Price updated 10m ago·X counts updated 20h ago
VOVOYG
$VOYGVoyager Technologies, Inc.
$25.85+3.28%363 posts+12%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $VOYG, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Driven by hypeWinding up for a moveAI verdict · as of 2026-07-17

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Space and defense tech play with fresh $298M NASA contract plus $PLTR partnership speculation.

Voyager Technologies is a defense-technology-and-space-solutions company — Palladyne AI, Astrobotic (recently acquired), and integrated space defense capabilities. Recent listing; deeply speculative but with real government contracts landing.

Where the setup nets out:

  • Revenue growth is inflecting: Q1 revenue up 2% YoY to $35M, and Q4 was +27% — the top-line is starting to move.
  • Cash burn is severe: operating margin -123%, FCFy -10% — the burn is R&D and integration driven.
  • The $298M NASA contract (July 13) under the completed Astrobotic acquisition is a genuine large-scale government win.
  • A multi-million-dollar contract for an agentic-AI spectrum-operations platform was called 'one of the most important wins in our company's history' by the CEO — community speculates PLTR-VOYG SDA edge-computing deal.
  • Rep. Maria Salazar disclosed VOYG buys (~$65K combined between April and June) — political-signal-of-smart-money.
  • Fourth Amendment to credit facility (July 8) provides capital flexibility.
  • Delaware→Texas conversion (June 18) is a governance-friendly regime shift.
  • Position: 22% of 52-week range, YTD -6%, t12m -41% — the tape is coiled with recent breakouts.

The forward view: the August 3 Q2 print is the referee. Any specific PLTR partnership disclosure or another named DoD contract restarts the coil upward. What keeps it stuck: another cash-burn quarter without new contract-name commentary. What breaks it lower: a specific project cancellation or a dilutive raise. This is a narrative-plus-real-contracts play — the news flow will decide.

Agrees with X sentimentThe bullish X read on the CEO's 'most important win' framing, PLTR-VOYG SDA speculation, and NASA Mars Advanced Mobility contracts is directionally right. Our take agrees the setup has real narrative fuel.

What to watch: August 3 Q2 earnings and any named PLTR or DoD partnership disclosure; a specific project cancellation or dilutive raise would break the coil the wrong way.

On the calendar: 2026-08-03 — Q2 2026 earnings

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment40 posts analyzed · as of 2026-07-15

Voyager Technologies chatter is unambiguously bullish following the announcement of a multi-million-dollar contract for an agentic-AI spectrum-operations platform for an undisclosed program - with the CEO calling it 'one of the most important wins in our company's history.' Community sleuths speculate this is a $PLTR x $VOYG SDA edge-computing deal. NASA has also selected VOYG (along with LUNR and others) for Mars Advanced Surface Mobility Technology contracts. Rep. Maria Salazar's disclosed VOYG buys (~$15K on 4/14 and ~$50K on 6/15, both while serving on House Foreign Affairs) are being amplified as smart-money confirmation. Chart shows clean accumulation-into-breakout on volume and healthy retest through the space-sector drawdown.

Read the AI verdict + X sentiment for $VOYG

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Develops defense systems including missile interceptors and hypersonic vehicles, while building the Starlab commercial space station.

Industry overviewAI analysisGenerated by AI from underlying data

Where Aerospace & Defense sits in its cycle right now — and what that implies for $VOYG.

Aerospace & Defense · Industrials

No material change from last week — institutions now mark RKLB, LUNR, and RDW against SPCX's $1.

What this means for $VOYG

Partial — Develops defense systems including missile interceptors and hypersonic vehicles, while building the Starlab commercial space station; the defense budget expansion and space commercialization creates tailwinds for one product line, not the full operation.

Top industry ETF

$ITAiShares U.S. Aerospace & Defense ETF
+7.1%YTD
+18.8%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-19.9How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-13.3%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
-73.0%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-10.4%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
14.7Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-25.8%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
8.1%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
1.4Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026May 4, 2026$-0.61$-0.61-0.8%
Q4 2025Mar 9, 2026$-0.61$-0.42-45.2%
Q3 2025Nov 3, 2025$-0.22$-0.24+8.3%
Q2 2025Aug 4, 2025$-0.60$-0.27-122.2%
Next earningsMon, Aug 3·consensus EPS $-0.95

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$35.2M+2.1%-16.4%-123%$-0.75$-90.8M
Q4 FY25$46.7M+27.3%14.1%-66.6%$-0.52$-63.1M
Q3 FY25$39.6M+31.0%15.4%-60.7%$-0.28$-53.8M
Q2 FY25$45.7M—14.5%-51.1%$-0.64$-47.4M

Forward consensus

5-year forecast · up to 8 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$240.8M$236.9M – $244.3M-$3.04-$3.46 – -$2.838
FY27$373.4M$362.1M – $391.8M-$1.32-$2.01 – -$0.898
FY28$756.0M$755.7M – $756.2M-$0.60-$0.94 – -$0.178
FY29$1.3B$1.2B – $1.4B-$0.12-$0.14 – -$0.117
FY30$2.8B$2.6B – $3.0B$3.66$3.31 – $4.027

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.9×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.22%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-31.6%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-17.0%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 46.4M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today4.7% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β3.985-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

No open-market buys or sells in the last 180 days.

+ 5 other (5 awards) in window

See when $VOYG insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KMaterial agreementJul 88-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation
AI summary

Voyager Technologies, Inc. entered into a Fourth Amendment to its Credit Agreement with JPMorgan Chase Bank, N.A. as administrative agent on July 6, 2026, increasing total commitments by $50 million to $250 million and adjusting covenants and other provisions. An accordion feature allows the company to request an additional $150 million, for a potential total of $400 million. The amendment also modifies certain covenants and provisions (details not specified in excerpt). Accretive credit facility expansion; increased revolving capacity provides the defense/space technology company additional financial flexibility for growth and operations.

8-KCharter amendmentJun 188-K — Item 3.03 · Item 5.03: Charter amendment
AI summary

Voyager Technologies, Inc. converted from a Delaware corporation to a Texas corporation effective June 18, 2026, via a board- and shareholder-approved plan of conversion; it filed certificates of conversion with both Delaware and Texas authorities. The Texas redomestication gives Voyager favorable Texas corporate law treatment; charter and bylaws were updated to reflect the new Texas domicile for this defense and space technology company.

8-KUnregistered equity saleJun 48-K — Item 3.02: Unregistered equity sale
AI summary

Voyager Technologies, Inc. (VOYG) disclosed unregistered sales of equity securities under 8-K Item 3.02. The transaction involved proceeds of approximately $0. Unregistered securities are typically sold in private placements under Rule 144A, Regulation D, or Regulation S exemptions, without requiring SEC registration at the time of sale. These transactions are material because they dilute existing shareholders and may result in significant blocks of stock becoming freely tradeable once registration rights are exercised.

8-KShareholder voteJun 18-K — Item 5.07: Shareholder vote
AI summary

Voyager Technologies held its 2026 Annual Meeting on May 29, 2026 with approximately 67.93% of voting power present; Class B shares carry 15 votes each. Routine annual meeting.

3New insider — initial holdingsMar 113
+ 14 other (4 13Gs · 3 proxys · 2 earnings 8-Ks · 1 10-Q) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Voyager and Penn State to Advance Pennsylvania's Space Economybusinesswire.com·2d agoVoyager Technologies Completes Astrobotic Acquisition And Was Just Awarded a $298 Million Contract From NASAfool.com·4d agoVoyager Awarded $298M NASA Contract Under Completed Astrobotic Acquisitionbusinesswire.com·4d agoCongresswoman Scoops Up Brookfield Renewables Stock Six Times In Three Days: Why The Trade Is Drawing Attentionbenzinga.com·7d agoVoyager Awarded Multi-Million-Dollar Contract for an Agentic-AI Platformbusinesswire.com·8d ago

In themes

Explore the broader themes this ticker is being talked about under.

Space EconomyDefense & Drones

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Voices on X · top 8 · last 7 days

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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