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VOVOYG

Voyager Technologies, Inc.

$VOYG·$1.9B·Aerospace & Defense·Industrials
$25.35-5.3%YTD+17.4%1Y-26.1%
Price updated 7h ago·X counts updated 5d ago
VOVOYG
$VOYGVoyager Technologies, Inc.
$25.35-5.27%122 posts1×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $VOYG on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

122X posts · last 7 days
Sep 29Oct 11
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $VOYG's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

Bullish sentimentAI analysisGenerated by AI from underlying data9 posts analyzed · as of 2026-09-12

Voyager Technologies is bullish — total backlog $335.5M (+78% from Feb), funded backlog $189M (+110%), Q2 bookings record $113M, 25% blended core CAGR pre-Starlab per CEO. GOEX Industries is the only US facility producing black powder for defense programs, scaling to meet mission demand. Bulls target +358% (to $10B EV per CEO); PLTR partnership + golden-dome tech + lunar ambition compounds.

Read what X is saying about $VOYG

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $VOYG — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Comeback attemptWinding up for a moveAI verdict · as of 2026-10-03

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

Voyager Tech is a defense + space pure-play with a $335M backlog (+78% YTD) and a fresh Anduril partnership — up only 17% YTD on the setup building.

Voyager Technologies is a defense-tech and space-solutions company — recently reorganized its segments after merging Defense & National Security and Space Solutions into a single Defense & Space platform. The stock is up 17% YTD, now coiling with a growing backlog and a fresh Anduril partnership.

  • The backlog is building fast: total backlog of $335.5M (+78% from February), funded backlog of $189M (+110%), and record Q2 bookings of $113M — this is a visible growth driver with 25% blended-CAGR trajectory per management.
  • The P&L is still red: Q1 2026 revenue of $35M at +2% YoY with -123% operating margins — the business is sub-scale, with 2027 consensus revenue still thin against today's $1.9B market cap.
  • The strategic positioning is credible: the Anduril partnership formalization plus the "golden dome" tech plus Starlab lunar ambition plus GOEX (only US producer of defense-program black powder) — a diversified defense-and-space platform.

A Nov 2 Q3 print with backlog growing above $400M plus funded-backlog conversion visible restarts the move; another soft quarter or a cash-raise disclosure before scale and the stock drifts.

Agrees with X sentimentX correctly flags the $335.5M backlog (+78%), $189M funded (+110%), Q2 record $113M bookings, and 25% blended core CAGR — all real signals and backed by the recent Anduril partnership. The +358% to $10B EV call is aspirational but consistent with the growth-trajectory framing bulls are using.

What to watch: Nov 2 Q3 earnings — backlog growth above $400M, funded-backlog conversion rate, operating-margin trend toward break-even, and any new Anduril-related contract wins. A clean backlog print plus revenue trajectory restarts the move; a cash-raise disclosure before commercial scale and the stock drifts.

On the calendar: 2026-11-02 — Q3 2026 earnings

Read the AI verdict on $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)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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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 — Defense procurement backlogs remain intact on NATO 2% GDP commitments.

What this means for $VOYG

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

Top industry ETF

$ITAiShares U.S. Aerospace & Defense ETF
-5.3%YTD
+1.4%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
Q2 2026Aug 3, 2026$-0.70$-0.88+20.3%
Q1 2026May 4, 2026$-0.61$-0.61-0.8%
Q4 2025Mar 9, 2026$-0.37$-0.33-12.1%
Q3 2025Nov 3, 2025$-0.22$-0.34+35.6%
Next earningsMon, Nov 2·consensus EPS $-0.89

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 7 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$287.8M$255.2M – $304.5M-$3.06-$3.36 – -$2.857
FY27$494.1M$397.7M – $555.3M-$1.50-$2.05 – -$0.627
FY28$883.8M$531.8M – $1.1B-$0.53-$0.92 – -$0.127
FY29$1.2B$908.2M – $1.3B$0.03$0.02 – $0.043
FY30$2.2B$1.7B – $2.5B$4.45$3.23 – $5.255

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.0.7×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.23%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.-25.9%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.-20.7%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 52.7M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today3.2% 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.β4.425-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.FilingActive offeringA shelf registration (S-3 / S-3ASR / S-1) or prospectus supplement (424B*) was filed in the last 90 days — the company is registered to (or actively) issuing new shares. Dilution risk.

Insider activity

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

Recent transactions

SellAug 11Kuta Matthew JamesPresident199.8K sh$8.6M
+ 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 agreementSep 288-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation · Item 3.02: Unregistered equity sale · Item 8.01: Other event
AI summary

Voyager Technologies, Inc. (VOYG) entered into a material definitive agreement (8-K Item 1.01) filed on 2026-09-28. Also filed under: creation of direct financial obligation, unregistered sales of equity securities, other events. The excerpt contains only the filing cover page; the full terms of the agreement are in the attached exhibit. Material definitive agreements are binding corporate commitments that can alter strategy, capital structure, or partnerships in ways that matter for equity holders.

S-3ASRAuto-shelf registrationAug 14S-3ASR
AI summary

Voyager Technologies, Inc. (CEO Dylan Taylor; Texas corporation) filed an automatic shelf registration statement (S-3ASR) on August 14, 2026, registering an unspecified dollar amount of Class A common stock, preferred stock, debt securities, depositary shares, warrants, purchase contracts, and units, plus resale shares by existing selling securityholders. As an S-3ASR, the registration is effective immediately upon filing. No specific offering size or proceeds are stated. This shelf provides Voyager maximum near-term flexibility to raise capital or allow insiders to sell — typical for a recently-public aerospace/defense company.

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.

+ 11 other (5 13Gs · 2 10-Qs · 2 earnings 8-Ks · 1 routine 8-K) in window

Recent news

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

Voyager To Host 2026 Investor Day December 3businesswire.com·4d agoVoyager's Griffin-1 On Track for the Moonbusinesswire.com·4d agoVoyager Appoints Patrick Yarborough to Lead Investor Relationsbusinesswire.com·10d agoVoyager Awarded Cancer Research Mission Management Contractbusinesswire.com·11d agoFlexcompute Collaborates with Starlab and Voyager on GPU-Native Simulation of Critical Space Station Life Support Systemprnewswire.com·11d ago

In themes

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

Space EconomyDefense & Drones

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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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