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VOVOYG

Voyager Technologies, Inc.

$VOYG·$1.5B·Aerospace & Defense·Industrials
$34.29-1.3%YTD+25.2%1Y+10.5%
Mentions · last 7 days
2026-08-21: 22 posts2026-08-22: 19 posts2026-08-23: 5 posts128+15%
Price updated 2d ago·X counts updated 7d ago
VOVOYG
$VOYGVoyager Technologies, Inc.
$34.29-1.27%128 posts+15%
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.

Comeback attemptWinding up for a moveAI verdict · as of 2026-08-30

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

Newly-public space + defense name digesting after a big Space Force contract — CEO team is trimming, shelf just went live.

Voyager Technologies is a newly-public space + defense integrator with a Griffin lander program plus satellite communications and defense-national-security work. It's early-stage as a public company and is finding its trading range.

How the setup reads:

  • Catalyst tape is real: Aug 10 Space Force contract for resilient satellite communications, Griffin-1 acoustic testing complete, Space Edge product line launched — concrete milestones.
  • Financial base is fragile: Q1 revenue $35M (+2% YoY off a lumpy base), Q4 $47M (+27%), op margin still -123% last quarter — scaling with real wins but not earning yet.
  • Insider signal is meaningful: officer Matthew Kuta sold $8.6M — for a $1.45B cap, substantial single-officer distribution.
  • Aug 14 S-3ASR shelf plus segment recasts adds structural overhang: management preparing for future raises and restructuring reporting to isolate Defense & National Security — shelf caps upside if a raise lands post-print.
  • Position coiling: 48th percentile 52w, 4% above the 50-day, 12% above the 200-day on quiet 45% baseline volume — no chase, no distribution.

The November 2 print is what defines the next leg — Q2 revenue with Space Force contract cadence and the 2032 $4B revenue-target progress commentary keeps the run alive; a soft print or the S-3ASR being drawn dilutively triggers a pullback back to the $30 support.

Agrees with X sentimentAgree — the anchors (Griffin-1 acoustic testing complete, Space Edge launch, $4B 2032 revenue target) are real operational milestones; the honest add is Kuta's $8.6M distribution and the August 14 S-3ASR shelf are the structural risks the sample doesn't emphasize.

What to watch: November 2 earnings — Q2 revenue with Space Force cadence and progress toward the 2032 $4B target keeps the run alive; a soft print or the S-3ASR being drawn dilutively triggers a pullback to the $30 support.

On the calendar: 2026-11-02 — Q2 earnings

float missing

X sentiment

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

Bullish sentiment15 posts analyzed · as of 2026-08-30

Voyager Technologies' thread turns bullish on the Space Edge composable-compute product launch that ends the 'blank-sheet tax' for onboard satellite computers, plus a Golden Dome relevance thesis with commercial hardware already inside the architecture. Posters flag Griffin-1 acoustic testing complete (vibration next), FY2026 guidance raised roughly 20% to 66-84% YoY growth, and a $425k open on Dec $60 call LEAPs 73% out of the money. Skepticism is muted; even space-sector dispersion posts show VOYG as the smallest loser.

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

Defense budget tailwinds — NATO spending commitments and Pentagon procurement acceleration — support backlogs at prime contractors. Commercial space is a separate driver: launch cadence and satellite constellations are pulling RKLB and LUNR on their own momentum, independent of traditional defense spending.

What this means for $VOYG

Direct beneficiary — AI-native product or platform captures spend from the same capex cycle driving the industry; Develops defense systems including missile interceptors and hypersonic vehicles, while building the Starlab commercial s.

Top industry ETF

$ITAiShares U.S. Aerospace & Defense ETF
+16.3%YTD
+16.3%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 $-0.91

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$240.7M$236.8M – $244.2M-$3.04-$3.46 – -$2.838
FY27$373.4M$362.1M – $391.8M-$1.32-$2.01 – -$0.898
FY28$756.0M$381.0M – $906.1M-$0.60-$0.88 – -$0.208
FY29$1.3B$1.1B – $1.5B-$0.12-$0.14 – -$0.097
FY30$2.8B$2.2B – $3.1B$3.66$2.68 – $4.237

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.0.5×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.48%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.+4.1%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.+12.2%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

β4.175-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
Free, forever. No credit card.

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

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.

3New insider — initial holdingsMar 113
+ 18 other (5 13Gs · 3 earnings 8-Ks · 3 proxys · 2 10-Qs) in window

Recent news

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

Voyager Announces Participation in Key Investor Conferencesgurufocus.com·11d agoVoyager Announces Participation in Key Investor Conferencesbusinesswire.com·11d agoVoyager Awarded Space Force Contract for Resilient Satellite Communicationsbusinesswire.com·21d agoVoyager Technologies Q2 Earnings Call Highlightsmarketbeat.com·22d agoWhy Voyager Stock Skyrocketed This Weekfool.com·22d 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 10 · 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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