Voyager Technologies（VOYG）株式概要ボイジャー・テクノロジーズ社は、防衛技術および宇宙ソリューション企業として、米国、欧州、中東、および国際的に事業を展開している。 詳細VOYG ファンダメンタル分析スノーフレーク・スコア評価2/6将来の成長2/6過去の実績0/6財務の健全性4/6配当金0/6報酬当社が推定した公正価値より86.4%で取引されている 収益は年間40.42%増加すると予測されています 過去 1 年間で収益は12.6%増加しましたリスク分析キャッシュランウェイが1年未満である 現在は利益が出ておらず、今後3年間で利益が出る見込みはない US市場と比較した過去 3 か月間の株価の変動すべてのリスクチェックを見るVOYG Community Fair Values Create NarrativeSee what 37 others think this stock is worth. Follow their fair value or set your own to get alerts.Analyst Price TargetsAN12.1% overvaluedAnalystConsensusTarget•4mo agoMissile Defense And Private Space Infrastructure Will Drive Long Term Upside Potential92012AN0.8% undervaluedAnalystHighTarget•4mo agoMissile Defense And Commercial Space Programs Will Drive Long Term Upside Potential3500AN71.3% overvaluedAnalystLowTarget•5mo agoMissile Defense Modernization And Commercial Space Stations Will Shape A Balanced Long Term Outlook2300Top Community NarrativesVoyager TechnologiesTATalosCommunity ContributorThe "Landlord of Orbit" – A Deep Value Play Ahead of the Starlab EraVoyager Technologies presents a unique arbitrage opportunity. The market is currently pricing it as a low-growth defense contractor (based on its Q3 revenue of ~$40M), completely ignoring the massive "hidden asset" on its balance sheet: Starlab.View narrativeUS$96.38FV53.7% 割安 内在価値ディスカウントSet Fair ValueView131users have viewed this narrative1users have liked this narrative0users have commented on this narrative4users have followed this narrative6 months ago author updated this narrativeTop Community NarrativesVoyager TechnologiesTATalosCommunity ContributorThe "Landlord of Orbit" – A Deep Value Play Ahead of the Starlab EraVoyager Technologies presents a unique arbitrage opportunity. The market is currently pricing it as a low-growth defense contractor (based on its Q3 revenue of ~$40M), completely ignoring the massive "hidden asset" on its balance sheet: Starlab.View narrativeUS$96.38FV53.7% 割安 内在価値ディスカウントSet Fair ValueView131users have viewed this narrative1users have liked this narrative0users have commented on this narrative4users have followed this narrative6 months ago author updated this narrativeTop Analyst NarrativesAN12.1% overvaluedAnalystConsensusTarget•4mo agoMissile Defense And Private Space Infrastructure Will Drive Long Term Upside Potential92012AN0.8% undervaluedAnalystHighTarget•4mo agoMissile Defense And Commercial Space Programs Will Drive Long Term Upside Potential3500AN71.3% overvaluedAnalystLowTarget•5mo agoMissile Defense Modernization And Commercial Space Stations Will Shape A Balanced Long Term Outlook2300View all narrativesVoyager Technologies, Inc. 競合他社DucommunSymbol: NYSE:DCOMarket cap: US$2.2bV2XSymbol: NYSE:VVXMarket cap: US$2.2bRedwireSymbol: NYSE:RDWMarket cap: US$3.0bAstronicsSymbol: NasdaqGS:ATROMarket cap: US$2.9b価格と性能株価の高値、安値、推移の概要Voyager Technologies過去の株価現在の株価US$44.6452週高値US$73.9552週安値US$17.41ベータ01ヶ月の変化40.33%3ヶ月変化62.86%1年変化n/a3年間の変化n/a5年間の変化n/aIPOからの変化-20.96%最新ニュースライブニュース • May 17Voyager Technologies Lands ISS Contract Reports Record Backlog and Raises 2026 Revenue GuidanceVoyager Technologies secured a mission management contract with Exobiosphere to support automated biological research on the International Space Station using the Orbital High-Throughput Screener platform. Voyager Technologies Europe will act as mission integrator, handling safety verification, project management and coordination of on-orbit operations for the OHTS payload. The company reported a record backlog for Q1 2026 and raised full-year revenue guidance alongside the new ISS contract. The combination of a record backlog and higher full-year revenue guidance suggests that Voyager is building a larger book of committed work in the commercial space sector. For investors, the key issue is how effectively Voyager converts this backlog and ISS-related work into margins and cash flow, given the execution risks tied to complex space missions and mission-integration responsibilities.分析記事 • May 08Analysts Are Updating Their Voyager Technologies, Inc. (NYSE:VOYG) Estimates After Its First-Quarter ResultsVoyager Technologies, Inc. ( NYSE:VOYG ) just released its latest quarterly report and things are not looking great...Reported Earnings • May 06First quarter 2026 earnings: EPS and revenues miss analyst expectationsFirst quarter 2026 results: US$0.75 loss per share. Revenue: US$35.2m (up 2.1% from 1Q 2025). Net loss: US$44.0m (loss widened 34% from 1Q 2025). Revenue missed analyst estimates by 5.7%. Earnings per share (EPS) also missed analyst estimates by 17%. Revenue is forecast to grow 40% p.a. on average during the next 3 years, compared to a 8.8% growth forecast for the Aerospace & Defense industry in the US.Seeking Alpha • Apr 17Voyager Technologies: NASA Mission Win Is Strategic, Not FinancialSummary Voyager Technologies secured a NASA private astronaut mission, marking a pivotal step toward its Starlab commercial space station ambitions. While the NASA contract offers strategic value and credibility, it is not expected to be a margin or profit driver in the near term. Voyager's future upside hinges on successful grant funding (~$600M through 2028) and execution of its vertically/horizontally integrated growth strategy. I maintain a speculative buy rating on VOYG stock with a $38.07 price target, reflecting long-term upside but near-term financial risk from negative EBITDA and free cash flow. Read the full article on Seeking Alphaお知らせ • Apr 08Voyager Technologies, Inc., Annual General Meeting, May 29, 2026Voyager Technologies, Inc., Annual General Meeting, May 29, 2026.New Risk • Apr 08New major risk - Financial positionThe company has less than a year of cash runway based on its current free cash flow trend. Free cash flow: -US$206m This is considered a major risk. With less than a year's worth of cash, the company will need to raise capital or take on debt unless its cash flows improve. This would dilute existing shareholders or increase balance sheet risk. Currently, the following risks have been identified for the company: Major Risk Less than 1 year of cash runway based on free cash flow trend (-US$206m free cash flow). Minor Risks Currently unprofitable and not forecast to become profitable over next 3 years (US$32m net loss in 3 years). Share price has been volatile over the past 3 months (13% average weekly change).最新情報をもっと見るRecent updatesライブニュース • May 17Voyager Technologies Lands ISS Contract Reports Record Backlog and Raises 2026 Revenue GuidanceVoyager Technologies secured a mission management contract with Exobiosphere to support automated biological research on the International Space Station using the Orbital High-Throughput Screener platform. Voyager Technologies Europe will act as mission integrator, handling safety verification, project management and coordination of on-orbit operations for the OHTS payload. The company reported a record backlog for Q1 2026 and raised full-year revenue guidance alongside the new ISS contract. The combination of a record backlog and higher full-year revenue guidance suggests that Voyager is building a larger book of committed work in the commercial space sector. For investors, the key issue is how effectively Voyager converts this backlog and ISS-related work into margins and cash flow, given the execution risks tied to complex space missions and mission-integration responsibilities.分析記事 • May 08Analysts Are Updating Their Voyager Technologies, Inc. (NYSE:VOYG) Estimates After Its First-Quarter ResultsVoyager Technologies, Inc. ( NYSE:VOYG ) just released its latest quarterly report and things are not looking great...Reported Earnings • May 06First quarter 2026 earnings: EPS and revenues miss analyst expectationsFirst quarter 2026 results: US$0.75 loss per share. Revenue: US$35.2m (up 2.1% from 1Q 2025). Net loss: US$44.0m (loss widened 34% from 1Q 2025). Revenue missed analyst estimates by 5.7%. Earnings per share (EPS) also missed analyst estimates by 17%. Revenue is forecast to grow 40% p.a. on average during the next 3 years, compared to a 8.8% growth forecast for the Aerospace & Defense industry in the US.Seeking Alpha • Apr 17Voyager Technologies: NASA Mission Win Is Strategic, Not FinancialSummary Voyager Technologies secured a NASA private astronaut mission, marking a pivotal step toward its Starlab commercial space station ambitions. While the NASA contract offers strategic value and credibility, it is not expected to be a margin or profit driver in the near term. Voyager's future upside hinges on successful grant funding (~$600M through 2028) and execution of its vertically/horizontally integrated growth strategy. I maintain a speculative buy rating on VOYG stock with a $38.07 price target, reflecting long-term upside but near-term financial risk from negative EBITDA and free cash flow. Read the full article on Seeking Alphaお知らせ • Apr 08Voyager Technologies, Inc., Annual General Meeting, May 29, 2026Voyager Technologies, Inc., Annual General Meeting, May 29, 2026.New Risk • Apr 08New major risk - Financial positionThe company has less than a year of cash runway based on its current free cash flow trend. Free cash flow: -US$206m This is considered a major risk. With less than a year's worth of cash, the company will need to raise capital or take on debt unless its cash flows improve. This would dilute existing shareholders or increase balance sheet risk. Currently, the following risks have been identified for the company: Major Risk Less than 1 year of cash runway based on free cash flow trend (-US$206m free cash flow). Minor Risks Currently unprofitable and not forecast to become profitable over next 3 years (US$32m net loss in 3 years). Share price has been volatile over the past 3 months (13% average weekly change).お知らせ • Apr 08Voyager Technologies, Inc. Appoints Lt. Gen. Joseph “Gus” Guastella as Executive Vice President of National Security, Effective April 7Voyager Technologies, Inc. announced the appointment of retired U.S. Air Force Lt. Gen. Joseph “Gus” Guastella as executive vice president of National Security, effective April 7. In this new role, Guastella will support Starlab and Voyager with their NASA civil Commercial LEO Development (CLD) program and key national security stakeholders, opening doors to new opportunities and positioning the organizations for future space station programs. Guastella retired from the U.S. Air Force as a lieutenant general following a distinguished 35-year career spanning warfighting command, defense budgeting and space modernization. He led a 28-nation coalition in air, space, and cyberspace campaigns across the Middle East, including Operation Inherent Resolve and Resolution Support in Afghanistan, while training and equipping 660,000 total force airmen. As director of operations for Air Force Space Command, the precursor to Space Force, Guastella led the integration of space capabilities into the warfighting domain and orchestrated the first concept of operations for space warfighting intelligence processes. Following his military service, he was vice president and regional executive for Europe and the Middle East at Northrop Grumman, where he focused on modernizing air, space and joint capabilities for allies and partners in alignment with U.S. policy.お知らせ • Apr 02Voyager Technologies, Inc. to Report Q1, 2026 Results on May 04, 2026Voyager Technologies, Inc. announced that they will report Q1, 2026 results After-Market on May 04, 2026Major Estimate Revision • Mar 17Consensus EPS estimates fall by 155%, revenue upgradedThe consensus outlook for fiscal year 2026 has been updated. 2026 revenue forecast increased from US$231.8m to US$238.5m. Forecast EPS reduced from -US$1.14 to -US$2.91 per share. Aerospace & Defense industry in the US expected to see average net income growth of 29% next year. Consensus price target down from US$43.43 to US$42.00. Share price rose 2.5% to US$29.04 over the past week.New Risk • Mar 11New major risk - Financial positionThe company has less than a year of cash runway based on its current free cash flow trend. Free cash flow: -US$206m This is considered a major risk. With less than a year's worth of cash, the company will need to raise capital or take on debt unless its cash flows improve. This would dilute existing shareholders or increase balance sheet risk. Currently, the following risks have been identified for the company: Major Risk Less than 1 year of cash runway based on free cash flow trend (-US$206m free cash flow). Minor Risks Currently unprofitable and not forecast to become profitable over next 3 years (US$45m net loss in 3 years). Share price has been volatile over the past 3 months (12% average weekly change).Reported Earnings • Mar 10Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: US$2.89 loss per share. Revenue: US$166.4m (up 15% from FY 2024). Net loss: US$116.1m (loss widened 38% from FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 36%. Revenue is forecast to grow 45% p.a. on average during the next 3 years, compared to a 8.7% growth forecast for the Aerospace & Defense industry in the US.お知らせ • Mar 10Voyager Technologies, Inc. Provides Sales Guidance for the Full Year 2026Voyager Technologies, Inc. provided sales guidance for the full year 2026. For the full year 2026, the company expected total net sales in the range of $225 million to $255 million, representing year-over-year growth in the range of 35% to 53%.お知らせ • Mar 03Voyager Technologies Announces Appointment of Shoshanna Moody as Chief Administrative Officer, Effective March 2, 2026Voyager Technologies announced the appointment of Shoshanna Moody as Chief Administrative Officer, effective immediately, serving on the company’s executive leadership team. As CAO, Moody will oversee enterprise operations, human resources, regulatory compliance, facilities, risk management and corporate services, supporting Voyager’s continued scale and growth. Moody brings nearly two decades of operational leadership across high-growth, regulated and multinational environments, designing enterprise frameworks, building scalable operating procedures and implementing performance systems for distributed, 24/7 teams. Most recently, she served as a fractional chief operating officer, preparing early-stage companies for launch through workforce planning, financial strategy and enterprise process development. Her experience spans annual strategic planning, risk and insurance oversight, facilities operations, compliance strategy and executive-level government engagement. She previously served in leadership roles at Instacart, where she led strategic market management and regulatory compliance operations across the United States and Canada, mitigating risk and safeguarding markets for the multibillion-dollar marketplace while working cross-functionally with executive teams across product, legal, finance and operations. Prior to Instacart, she managed large-scale field operations for Lyft as well as global expansion and operational scaling for an international franchise organization. Effective date: March 2, 2026.お知らせ • Feb 18Voyager Technologies Announces Promotion of John Baum to Chief Marketing OfficerVoyager Technologies announced the promotion of John Baum to chief marketing officer (CMO), leading the company’s global brand, marketing and strategic communications as the company accelerates growth across space, defense and national security markets. Baum previously served as executive vice president of Strategy & Advanced Concepts, advancing partnerships across government and industry and aligning the company’s portfolio with deep space exploration initiatives. As CMO, Baum will oversee corporate marketing, brand strategy, communications and stakeholder engagement, ensuring Voyager’s story, strategy and execution move in lockstep. Baum’s appointment reflects a career spent operating at the intersection of mission execution, public trust and strategic influence. He previously served as Chief of the Media & Opinion Leader Branch for the Secretary of the Air Force, where he led strategic communications, outreach, and engagement with senior stakeholders across the Department of War, Congress and the defense industrial base. In that role, he helped shape national-level messaging on air, space and defense priorities while strengthening relationships with policymakers, industry leaders and international partners. Prior to joining Voyager, Baum held senior leadership roles across commercial spaceflight, advanced aviation and defense training, including executive positions supporting astronaut training, flight-test readiness and global aerospace partnerships. He also co-founded Draken International, helping build the world’s largest commercial fleet of tactical fighter aircraft and overseeing multinational operations, safety programs and government engagement. Baum earned a bachelor’s and master’s degree in Aeronautical Science from Embry-Riddle Aeronautical University and a master’s degree in Strategic Communications from George Mason University.お知らせ • Feb 12Voyager Technologies, Inc. to Report Q4, 2025 Results on Mar 09, 2026Voyager Technologies, Inc. announced that they will report Q4, 2025 results After-Market on Mar 09, 2026お知らせ • Feb 11Voyager Technologies Receives Sixth Patent for Bishop AirlockVoyager Technologies was awarded its sixth patent related to the Bishop Airlock, reinforcing the company's leadership in space infrastructure, mission integration and on-orbit operations. The newly issued patent protects Voyager's proprietary electrical power and data- interface architecture that enables Bishop Airlock to connect seamlessly to the Space Station through its Common Berthing Mechanism (CBM), a legacy, flight-proven docking and attachment system. To achieve this, Voyager developed a specialized electrical power system capable of interfacing modern, externally mounted payloads with the Space Station's existing infrastructure while maintaining full command, control and operational reliability. The protection extends to any space system that employs a CBM, including both the Space Station and Starlab, the next-generation commercial space station. The CBM's long flight heritage sets the foundation for future applications beyond low-Earth orbit, including cislunar infrastructure, lunar surface systems and deep-space vehicles. In 2025, Voyager successfully completed a Cooperative Agreement Notice with NASA Marshall Space Flight Center to study the integration of an airlock on a Mars-bound vehicle. That effort identified key technical challenges unique to deep-space missions, many of which are directly addressed by the capabilities protected in this patent. The sixth Bishop-related patent further cements Voyager's role as the leading provider of modular, electrically integrated space infrastructure, supporting commercial customers, civil agencies and national-security missions as human activity extends deeper into space.お知らせ • Jan 14Voyager Technologies Secures Breakthrough Patent for Orbital Optical Communications ManufacturingVoyager Technologies has been awarded a patent for an extraterrestrial manufacturing method that produces larger, purer crystals essential to high-performance optical communications - the backbone of Earth's data centers and the AI-driven global economy. By harnessing microgravity, the patented process delivers material performance beyond what is possible on Earth. The patented approach allows Voyager to grow crystals that precisely match a specific optical wavelength, producing only the desired signal band with no interference or unintended spectral artifacts. This breakthrough enables unprecedented performance, where higher crystal quality directly improves signal stability and reduces error rates in high-bandwidth systems that support AI and cloud computing. The patented process uses long-duration microgravity to grow larger and purer crystals free of defects that typically form when crystals grow in stacked layers on Earth. Voyager's method keeps all seed material in constant motion during ground handling to prevent premature formation, with growth triggered only after reaching microgravity. Voyager will fly samples to the International Space Station in spring 2026 to validate the method with a grant through the ISS National Laboratory. Patent partners include experts at the New Jersey Institute of Technology, New York University and Universities Space Research Association.Board Change • Dec 31Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 12 experienced directors. No highly experienced directors. Chairman of Advisory Board Jim Bridenstine was the last director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.お知らせ • Dec 02Voyager Technologies Appoints John Baum as Executive Vice President, Strategy & Advanced ConceptsVoyager Technologies appointed John Baum as executive vice president, Strategy & Advanced Concepts, bringing aboard one of the industry’s most versatile and mission-driven leaders to sharpen the company’s strategic edge and propel growth across its fastest-moving markets. John Baum’s career spans the most elite environments in aerospace, combining operational precision, commercial innovation and global strategic engagement. His recent experience as lead pilot and business development executive helped define the future of commercial human spaceflight, leading astronaut training, flight-test readiness and safety, while driving partnerships focused on training for the Department of War and U.S. Space Force. Previously, Baum co-founded Draken International and served in several premier U.S. Air Force roles, including F-16 pilot, Thunderbirds demonstration pilot, Weapons School instructor, F-16 pilot instructor, HAF/A5 air dominance chief and munitions requirements officer, as well as chief of the Media & Opinion Leader Branch for the Office of the Secretary of the Air Force. He brings firsthand experience training with the crews of Inspiration4 and Polaris Dawn, where he also served as philanthropy director raising funds and awareness for St. Jude Children’s Research Hospital. Baum earned bachelor’s and master’s degrees in aeronautical science from Embry-Riddle Aeronautical University and a master’s degree in strategic communications from George Mason University.Buy Or Sell Opportunity • Nov 24Now 23% overvaluedOver the last 90 days, the stock has fallen 34% to US$20.86. The fair value is estimated to be US$16.92, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last year. Earnings per share has grown by 53%. Revenue is forecast to grow by 104% in 2 years. Earnings are forecast to grow by 48% in the next 2 years.お知らせ • Nov 21Voyager Technologies, Inc. (NYSE:VOYG) acquired Eos Energetics, Inc.Voyager Technologies, Inc. (NYSE:VOYG) acquired Eos Energetics, Inc. on November 20, 2025. Voyager Technologies, Inc. (NYSE:VOYG) completed the acquisition of Eos Energetics, Inc. on November 20, 2025.New Risk • Nov 17New major risk - Financial positionThe company has less than a year of cash runway based on its current free cash flow trend. Free cash flow: -US$178m This is considered a major risk. With less than a year's worth of cash, the company will need to raise capital or take on debt unless its cash flows improve. This would dilute existing shareholders or increase balance sheet risk. Currently, the following risks have been identified for the company: Major Risk Less than 1 year of cash runway based on free cash flow trend (-US$178m free cash flow). Minor Risks Currently unprofitable and not forecast to become profitable over next 3 years (US$31m net loss in 3 years). Share price has been volatile over the past 3 months (12% average weekly change).Reported Earnings • Nov 04Third quarter 2025 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2025 results: US$0.28 loss per share. Net loss: US$16.3m (flat on 3Q 2024). Revenue missed analyst estimates by 2.4%. Earnings per share (EPS) exceeded analyst estimates by 60%. Revenue is forecast to grow 51% p.a. on average during the next 3 years, compared to a 8.5% growth forecast for the Aerospace & Defense industry in the US.お知らせ • Nov 04Voyager Technologies, Inc. Updates Earnings Guidance for the Year 2025Voyager Technologies, Inc. updated earnings guidance for the year 2025. For the full year 2025, Voyager now expects total net sales towards the high end of guidance range of $165 million to $170 million. This outlook underscores the resilience of business model and reflects the successful execution of its growth strategy, including contributions from recently acquired businesses, while recognizing uncertainty in the near-term attributable to the government shutdown.お知らせ • Oct 28Voyager Technologies, Inc. (NYSE:VOYG) acquired ExoTerra Resource, LLC.Voyager Technologies, Inc. (NYSE:VOYG) acquired ExoTerra Resource, LLC on October 27, 2025. Voyager Technologies, Inc. (NYSE:VOYG) completed the acquisition of ExoTerra Resource, LLC on October 27, 2025.お知らせ • Oct 21Voyager Technologies, Inc. to Report Q3, 2025 Results on Nov 03, 2025Voyager Technologies, Inc. announced that they will report Q3, 2025 results After-Market on Nov 03, 2025New Risk • Sep 22New major risk - Financial positionThe company has less than a year of cash runway based on its current free cash flow trend. Free cash flow: -US$146m This is considered a major risk. With less than a year's worth of cash, the company will need to raise capital or take on debt unless its cash flows improve. This would dilute existing shareholders or increase balance sheet risk. Currently, the following risks have been identified for the company: Major Risk Less than 1 year of cash runway based on free cash flow trend (-US$146m free cash flow). Minor Risks Currently unprofitable and not forecast to become profitable over next 3 years (US$36m net loss in 3 years). Share price has been volatile over the past 3 months (12% average weekly change).お知らせ • Sep 15Voyager Technologies, Inc. Launches First Multi-Cloud Region in Space to Transform Real-Time Data ProcessingVoyager Technologies, Inc. launched Space Edge to the International Space Station Sept. 14, marking the first known multi-cloud region in space, a breakthrough in real-time, space-based data processing. Voyager Technologies launched Space Edge to the International space Station Sept. 14. Space Edge is a space-hardened, managed cloud infrastructure that brings computing power directly to orbit, reducing latency, strengthening security and cutting data transport costs for missions where speed and insight are critical. Developed by LEOcloud, a recent Voyager acquisition, Space Edge processes data in orbit rather than incurring the latency of transport to a terrestrial data center, which is up to 30 times faster than traditional satellite-to-ground methods. By enabling real-time data fusion and analytics at the space edge, Voyager is unlocking new revenue streams across defense, civil space, and commercial markets while expanding its portfolio of mission-ready infrastructure solutions. Space Edge has the flexibility to support evolving encryption technology, including customer-specific requirements, offering a scalable, secure foundation for the growing space economy. That flexibility is supported by Podman, a project developed by Red Hat engineers and the open source community, which today, Space Edge employs for application administration and deployment. Voyager is building space-based cloud regions that deliver mission-critical security, automation and application management at the edge of space. This capability will power emerging AI-enabled exploration, research and operations, bringing the full power of modern cloud infrastructure directly to orbital missions and beyond.お知らせ • Aug 25Voyager Technologies, Inc. Appoints Paul Tilghman as Chief Technology Officer, Effective August 25, 2025Voyager Technologies, Inc. appointed Paul Tilghman as Chief Technology Officer, effective August 25, 2025. Tilghman will spearhead Voyager’s technology strategy and innovation roadmap, accelerating the company’s mission-critical solutions across domains – ground, air and space. Tilghman’s career blends government, commercial and dual-use innovation at the highest levels. Most recently, as chief engineer of Connected Warfare at Anduril Industries, he launched a new Joint All-Domain Command and Control strategy, creating a Electromagnetic Spectrum Operations business area, new software products and fresh market opportunities. Tilghman also forged pivotal partnerships with the U.S. silicon technology base to bring entirely new categories of defense capabilities to market. Earlier in his career, Tilghman established and led DARPA’s wireless AI research area, managing $350 million in contract execution to advance national security across electronic warfare, communications and high-performance computing. He went on to serve as business and technology leader for Microsoft’s Azure Space Connectivity organization, where he created market-defining product lines. He also held leadership roles at Lockheed Martin’s Advanced Technology Laboratories in adaptive electronic warfare, signals intelligence and non-cooperative geolocation. Tilghman received a bachelor’s degree in computer engineering from the Rochester Institute of Technology and a master’s degree in electrical engineering from Drexel University.お知らせ • Aug 08Voyager Technologies, Inc. (NYSE:VOYG) acquired Electromagnetic Systems, Inc.Voyager Technologies, Inc. (NYSE:VOYG) acquired Electromagnetic Systems, Inc. on August 7, 2025. Voyager Technologies, Inc. (NYSE:VOYG) completed the acquisition of Electromagnetic Systems, Inc. on August 7, 2025.Reported Earnings • Aug 06Second quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindSecond quarter 2025 results: US$1.23 loss per share. Net loss: US$36.6m (flat on 2Q 2024). Revenue exceeded analyst estimates by 29%. Earnings per share (EPS) missed analyst estimates significantly. Revenue is forecast to grow 47% p.a. on average during the next 3 years, compared to a 8.1% growth forecast for the Aerospace & Defense industry in the US.お知らせ • Aug 05Voyager Technologies, Inc. Provides Sales Guidance for the Full Year 2025Voyager Technologies, Inc. provided sales guidance for the full year 2025. For the period, the company expects total net sales in the range of $165 million to $170 million.お知らせ • Jul 23Voyager Technologies, Inc. Completes NGI Second Stage Roll Control System Critical Design ReviewVoyager Technologies, Inc. completed the Next Generation Interceptor (NGI) Second Stage Roll Control System (SSRCS) Critical Design Review (CDR), in partnership with Lockheed Martin and the Missile Defense Agency (MDA) in March 2025. During CDR, Voyager's program readiness and design maturity were assessed as ready to continue into the manufacturing and testing phase, confirming that the company's solution meets NGI's stringent mission requirements. Voyager's advanced controllable solid propulsion technology enables high performance, reliability, safety and affordability. The SSRCS regulates use of solid propellant to achieve required levels of precision operational duration. Applications of these propulsion products include missile defense interceptors and kill vehicles, strategic, tactical and hypersonic missiles, post-boost control systems, and reentry systems. The company's unique technologies provide the throttling characteristics required for a roll control system without the negative aspects of liquid systems. This includes eliminating the use of highly toxic liquids, such as hydrazine and nitrogen tetroxide, and enabling a long shelf-life without the risk of leaks, over-pressurization or corrosion. Voyager is on contract with Lockheed Martin to provide an SSRCS with thrust and control algorithms to enable precision control of NGI's orientation during flight. NGI is part of the MDA's Ground-based Midcourse Defense System and will provide a new, advanced interceptor to protect the homeland against long-range ballistic missile threats.お知らせ • Jul 21Voyager Technologies, Inc. to Report Q2, 2025 Results on Aug 04, 2025Voyager Technologies, Inc. announced that they will report Q2, 2025 results After-Market on Aug 04, 2025New Risk • Jul 07New major risk - Financial positionThe company has less than a year of cash runway based on its current free cash flow trend. Free cash flow: -US$126m This is considered a major risk. With less than a year's worth of cash, the company will need to raise capital or take on debt unless its cash flows improve. This would dilute existing shareholders or increase balance sheet risk. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-US$126m free cash flow). Shares are highly illiquid. Minor Risk Currently unprofitable and not forecast to become profitable over next 3 years (US$41m net loss in 3 years).お知らせ • Jun 11Voyager Technologies, Inc. has completed an IPO in the amount of $382.799997 million.Voyager Technologies, Inc. has completed an IPO in the amount of $382.799997 million. Security Name: Class A Common Stock Security Type: Common Stock Securities Offered: 12,348,387 Price\Range: $31 Transaction Features: Reserved Share Offering; Sponsor Backed Offering株主還元VOYGUS Aerospace & DefenseUS 市場7D29.6%3.7%1.0%1Yn/a30.2%28.7%株主還元を見る業界別リターン: VOYGがUS Aerospace & Defense業界に対してどのようなパフォーマンスを示したかを判断するにはデータが不十分です。リターン対市場: VOYG US市場に対してどのようなパフォーマンスを示したかを判断するにはデータが不十分です。価格変動Is VOYG's price volatile compared to industry and market?VOYG volatilityVOYG Average Weekly Movement12.6%Aerospace & Defense Industry Average Movement9.2%Market Average Movement7.2%10% most volatile stocks in US Market16.4%10% least volatile stocks in US Market3.1%安定した株価: VOYGの株価は、 US市場と比較して過去 3 か月間で変動しています。時間の経過による変動: VOYGの weekly volatility ( 13% ) は過去 1 年間安定していますが、依然としてUSの株式の 75% よりも高くなっています。会社概要設立従業員CEO（最高経営責任者ウェブサイト2019800Dylan Taylorvoyagertechnologies.comボイジャー・テクノロジーズ社は、防衛技術および宇宙ソリューション企業として、米国、欧州、中東、および国際的に事業を展開している。ボイジャー・テクノロジーズは3つのセグメントで事業を展開している：防衛・国家安全保障、スペース・ソリューション、スターラボ・スペース・ステーションの3つである。防衛・国家安全保障部門は、固体推進サブシステムを含む防衛システム、シグナルインテリジェンスシステム、宇宙仕様の放射線硬化レーザーおよび無線周波数（RF）通信システム、トランシーバー、ミッションデータ送信機、コマンドおよびデータ処理システムからなる高度な電気光学およびデジタルシステム、太陽センサー、スタートラッカー、慣性計測ユニットを含む誘導・航法・制御システム、人工知能を搭載したエッジコンピューティング製品、宇宙操縦士を提供している。スペース・ソリューション部門は、軌道サービス、製造、深宇宙探査に応用される宇宙推進システムなどの高度な宇宙技術システム、ISSと外宇宙間の機器、物資、ペイロードの移動を可能にするISS付属モジュールであるビショップ・エアロックなどの宇宙インフラ、ISSの宇宙加速度計測システム（SAMS）などの宇宙科学・ミッション管理サービスを提供している。スターラボ宇宙ステーション部門は、民間宇宙ステーションを運営し、宇宙空間における継続的な有人滞在を提供している。防衛、国家安全保障、宇宙産業にサービスを提供している。同社は以前はボイジャー・スペース・ホールディングス社として知られていたが、2025年2月にボイジャー・テクノロジーズ社に社名を変更した。ボイジャー・テクノロジーズ・インクは2019年に法人化され、コロラド州デンバーに本社を置いている。もっと見るVoyager Technologies, Inc. 基礎のまとめVoyager Technologies の収益と売上を時価総額と比較するとどうか。VOYG 基礎統計学時価総額US$2.38b収益（TTM）-US$127.12m売上高(TTM)US$167.16m15.8xP/Sレシオ-20.8xPER（株価収益率VOYG は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計VOYG 損益計算書（TTM）収益US$167.16m売上原価US$144.41m売上総利益US$22.74mその他の費用US$149.86m収益-US$127.12m直近の収益報告Mar 31, 2026次回決算日該当なし一株当たり利益（EPS）-2.14グロス・マージン13.61%純利益率-76.05%有利子負債／自己資本比率110.8%VOYG の長期的なパフォーマンスは？過去の実績と比較を見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/22 10:19終値2026/05/22 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Voyager Technologies, Inc. 10 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。11 アナリスト機関David StraussBarclaysRonald EpsteinBofA Global ResearchJohn GodynCitigroup Inc8 その他のアナリストを表示
ライブニュース • May 17Voyager Technologies Lands ISS Contract Reports Record Backlog and Raises 2026 Revenue GuidanceVoyager Technologies secured a mission management contract with Exobiosphere to support automated biological research on the International Space Station using the Orbital High-Throughput Screener platform. Voyager Technologies Europe will act as mission integrator, handling safety verification, project management and coordination of on-orbit operations for the OHTS payload. The company reported a record backlog for Q1 2026 and raised full-year revenue guidance alongside the new ISS contract. The combination of a record backlog and higher full-year revenue guidance suggests that Voyager is building a larger book of committed work in the commercial space sector. For investors, the key issue is how effectively Voyager converts this backlog and ISS-related work into margins and cash flow, given the execution risks tied to complex space missions and mission-integration responsibilities.
分析記事 • May 08Analysts Are Updating Their Voyager Technologies, Inc. (NYSE:VOYG) Estimates After Its First-Quarter ResultsVoyager Technologies, Inc. ( NYSE:VOYG ) just released its latest quarterly report and things are not looking great...
Reported Earnings • May 06First quarter 2026 earnings: EPS and revenues miss analyst expectationsFirst quarter 2026 results: US$0.75 loss per share. Revenue: US$35.2m (up 2.1% from 1Q 2025). Net loss: US$44.0m (loss widened 34% from 1Q 2025). Revenue missed analyst estimates by 5.7%. Earnings per share (EPS) also missed analyst estimates by 17%. Revenue is forecast to grow 40% p.a. on average during the next 3 years, compared to a 8.8% growth forecast for the Aerospace & Defense industry in the US.
Seeking Alpha • Apr 17Voyager Technologies: NASA Mission Win Is Strategic, Not FinancialSummary Voyager Technologies secured a NASA private astronaut mission, marking a pivotal step toward its Starlab commercial space station ambitions. While the NASA contract offers strategic value and credibility, it is not expected to be a margin or profit driver in the near term. Voyager's future upside hinges on successful grant funding (~$600M through 2028) and execution of its vertically/horizontally integrated growth strategy. I maintain a speculative buy rating on VOYG stock with a $38.07 price target, reflecting long-term upside but near-term financial risk from negative EBITDA and free cash flow. Read the full article on Seeking Alpha
お知らせ • Apr 08Voyager Technologies, Inc., Annual General Meeting, May 29, 2026Voyager Technologies, Inc., Annual General Meeting, May 29, 2026.
New Risk • Apr 08New major risk - Financial positionThe company has less than a year of cash runway based on its current free cash flow trend. Free cash flow: -US$206m This is considered a major risk. With less than a year's worth of cash, the company will need to raise capital or take on debt unless its cash flows improve. This would dilute existing shareholders or increase balance sheet risk. Currently, the following risks have been identified for the company: Major Risk Less than 1 year of cash runway based on free cash flow trend (-US$206m free cash flow). Minor Risks Currently unprofitable and not forecast to become profitable over next 3 years (US$32m net loss in 3 years). Share price has been volatile over the past 3 months (13% average weekly change).
ライブニュース • May 17Voyager Technologies Lands ISS Contract Reports Record Backlog and Raises 2026 Revenue GuidanceVoyager Technologies secured a mission management contract with Exobiosphere to support automated biological research on the International Space Station using the Orbital High-Throughput Screener platform. Voyager Technologies Europe will act as mission integrator, handling safety verification, project management and coordination of on-orbit operations for the OHTS payload. The company reported a record backlog for Q1 2026 and raised full-year revenue guidance alongside the new ISS contract. The combination of a record backlog and higher full-year revenue guidance suggests that Voyager is building a larger book of committed work in the commercial space sector. For investors, the key issue is how effectively Voyager converts this backlog and ISS-related work into margins and cash flow, given the execution risks tied to complex space missions and mission-integration responsibilities.
分析記事 • May 08Analysts Are Updating Their Voyager Technologies, Inc. (NYSE:VOYG) Estimates After Its First-Quarter ResultsVoyager Technologies, Inc. ( NYSE:VOYG ) just released its latest quarterly report and things are not looking great...
Reported Earnings • May 06First quarter 2026 earnings: EPS and revenues miss analyst expectationsFirst quarter 2026 results: US$0.75 loss per share. Revenue: US$35.2m (up 2.1% from 1Q 2025). Net loss: US$44.0m (loss widened 34% from 1Q 2025). Revenue missed analyst estimates by 5.7%. Earnings per share (EPS) also missed analyst estimates by 17%. Revenue is forecast to grow 40% p.a. on average during the next 3 years, compared to a 8.8% growth forecast for the Aerospace & Defense industry in the US.
Seeking Alpha • Apr 17Voyager Technologies: NASA Mission Win Is Strategic, Not FinancialSummary Voyager Technologies secured a NASA private astronaut mission, marking a pivotal step toward its Starlab commercial space station ambitions. While the NASA contract offers strategic value and credibility, it is not expected to be a margin or profit driver in the near term. Voyager's future upside hinges on successful grant funding (~$600M through 2028) and execution of its vertically/horizontally integrated growth strategy. I maintain a speculative buy rating on VOYG stock with a $38.07 price target, reflecting long-term upside but near-term financial risk from negative EBITDA and free cash flow. Read the full article on Seeking Alpha
お知らせ • Apr 08Voyager Technologies, Inc., Annual General Meeting, May 29, 2026Voyager Technologies, Inc., Annual General Meeting, May 29, 2026.
New Risk • Apr 08New major risk - Financial positionThe company has less than a year of cash runway based on its current free cash flow trend. Free cash flow: -US$206m This is considered a major risk. With less than a year's worth of cash, the company will need to raise capital or take on debt unless its cash flows improve. This would dilute existing shareholders or increase balance sheet risk. Currently, the following risks have been identified for the company: Major Risk Less than 1 year of cash runway based on free cash flow trend (-US$206m free cash flow). Minor Risks Currently unprofitable and not forecast to become profitable over next 3 years (US$32m net loss in 3 years). Share price has been volatile over the past 3 months (13% average weekly change).
お知らせ • Apr 08Voyager Technologies, Inc. Appoints Lt. Gen. Joseph “Gus” Guastella as Executive Vice President of National Security, Effective April 7Voyager Technologies, Inc. announced the appointment of retired U.S. Air Force Lt. Gen. Joseph “Gus” Guastella as executive vice president of National Security, effective April 7. In this new role, Guastella will support Starlab and Voyager with their NASA civil Commercial LEO Development (CLD) program and key national security stakeholders, opening doors to new opportunities and positioning the organizations for future space station programs. Guastella retired from the U.S. Air Force as a lieutenant general following a distinguished 35-year career spanning warfighting command, defense budgeting and space modernization. He led a 28-nation coalition in air, space, and cyberspace campaigns across the Middle East, including Operation Inherent Resolve and Resolution Support in Afghanistan, while training and equipping 660,000 total force airmen. As director of operations for Air Force Space Command, the precursor to Space Force, Guastella led the integration of space capabilities into the warfighting domain and orchestrated the first concept of operations for space warfighting intelligence processes. Following his military service, he was vice president and regional executive for Europe and the Middle East at Northrop Grumman, where he focused on modernizing air, space and joint capabilities for allies and partners in alignment with U.S. policy.
お知らせ • Apr 02Voyager Technologies, Inc. to Report Q1, 2026 Results on May 04, 2026Voyager Technologies, Inc. announced that they will report Q1, 2026 results After-Market on May 04, 2026
Major Estimate Revision • Mar 17Consensus EPS estimates fall by 155%, revenue upgradedThe consensus outlook for fiscal year 2026 has been updated. 2026 revenue forecast increased from US$231.8m to US$238.5m. Forecast EPS reduced from -US$1.14 to -US$2.91 per share. Aerospace & Defense industry in the US expected to see average net income growth of 29% next year. Consensus price target down from US$43.43 to US$42.00. Share price rose 2.5% to US$29.04 over the past week.
New Risk • Mar 11New major risk - Financial positionThe company has less than a year of cash runway based on its current free cash flow trend. Free cash flow: -US$206m This is considered a major risk. With less than a year's worth of cash, the company will need to raise capital or take on debt unless its cash flows improve. This would dilute existing shareholders or increase balance sheet risk. Currently, the following risks have been identified for the company: Major Risk Less than 1 year of cash runway based on free cash flow trend (-US$206m free cash flow). Minor Risks Currently unprofitable and not forecast to become profitable over next 3 years (US$45m net loss in 3 years). Share price has been volatile over the past 3 months (12% average weekly change).
Reported Earnings • Mar 10Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: US$2.89 loss per share. Revenue: US$166.4m (up 15% from FY 2024). Net loss: US$116.1m (loss widened 38% from FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 36%. Revenue is forecast to grow 45% p.a. on average during the next 3 years, compared to a 8.7% growth forecast for the Aerospace & Defense industry in the US.
お知らせ • Mar 10Voyager Technologies, Inc. Provides Sales Guidance for the Full Year 2026Voyager Technologies, Inc. provided sales guidance for the full year 2026. For the full year 2026, the company expected total net sales in the range of $225 million to $255 million, representing year-over-year growth in the range of 35% to 53%.
お知らせ • Mar 03Voyager Technologies Announces Appointment of Shoshanna Moody as Chief Administrative Officer, Effective March 2, 2026Voyager Technologies announced the appointment of Shoshanna Moody as Chief Administrative Officer, effective immediately, serving on the company’s executive leadership team. As CAO, Moody will oversee enterprise operations, human resources, regulatory compliance, facilities, risk management and corporate services, supporting Voyager’s continued scale and growth. Moody brings nearly two decades of operational leadership across high-growth, regulated and multinational environments, designing enterprise frameworks, building scalable operating procedures and implementing performance systems for distributed, 24/7 teams. Most recently, she served as a fractional chief operating officer, preparing early-stage companies for launch through workforce planning, financial strategy and enterprise process development. Her experience spans annual strategic planning, risk and insurance oversight, facilities operations, compliance strategy and executive-level government engagement. She previously served in leadership roles at Instacart, where she led strategic market management and regulatory compliance operations across the United States and Canada, mitigating risk and safeguarding markets for the multibillion-dollar marketplace while working cross-functionally with executive teams across product, legal, finance and operations. Prior to Instacart, she managed large-scale field operations for Lyft as well as global expansion and operational scaling for an international franchise organization. Effective date: March 2, 2026.
お知らせ • Feb 18Voyager Technologies Announces Promotion of John Baum to Chief Marketing OfficerVoyager Technologies announced the promotion of John Baum to chief marketing officer (CMO), leading the company’s global brand, marketing and strategic communications as the company accelerates growth across space, defense and national security markets. Baum previously served as executive vice president of Strategy & Advanced Concepts, advancing partnerships across government and industry and aligning the company’s portfolio with deep space exploration initiatives. As CMO, Baum will oversee corporate marketing, brand strategy, communications and stakeholder engagement, ensuring Voyager’s story, strategy and execution move in lockstep. Baum’s appointment reflects a career spent operating at the intersection of mission execution, public trust and strategic influence. He previously served as Chief of the Media & Opinion Leader Branch for the Secretary of the Air Force, where he led strategic communications, outreach, and engagement with senior stakeholders across the Department of War, Congress and the defense industrial base. In that role, he helped shape national-level messaging on air, space and defense priorities while strengthening relationships with policymakers, industry leaders and international partners. Prior to joining Voyager, Baum held senior leadership roles across commercial spaceflight, advanced aviation and defense training, including executive positions supporting astronaut training, flight-test readiness and global aerospace partnerships. He also co-founded Draken International, helping build the world’s largest commercial fleet of tactical fighter aircraft and overseeing multinational operations, safety programs and government engagement. Baum earned a bachelor’s and master’s degree in Aeronautical Science from Embry-Riddle Aeronautical University and a master’s degree in Strategic Communications from George Mason University.
お知らせ • Feb 12Voyager Technologies, Inc. to Report Q4, 2025 Results on Mar 09, 2026Voyager Technologies, Inc. announced that they will report Q4, 2025 results After-Market on Mar 09, 2026
お知らせ • Feb 11Voyager Technologies Receives Sixth Patent for Bishop AirlockVoyager Technologies was awarded its sixth patent related to the Bishop Airlock, reinforcing the company's leadership in space infrastructure, mission integration and on-orbit operations. The newly issued patent protects Voyager's proprietary electrical power and data- interface architecture that enables Bishop Airlock to connect seamlessly to the Space Station through its Common Berthing Mechanism (CBM), a legacy, flight-proven docking and attachment system. To achieve this, Voyager developed a specialized electrical power system capable of interfacing modern, externally mounted payloads with the Space Station's existing infrastructure while maintaining full command, control and operational reliability. The protection extends to any space system that employs a CBM, including both the Space Station and Starlab, the next-generation commercial space station. The CBM's long flight heritage sets the foundation for future applications beyond low-Earth orbit, including cislunar infrastructure, lunar surface systems and deep-space vehicles. In 2025, Voyager successfully completed a Cooperative Agreement Notice with NASA Marshall Space Flight Center to study the integration of an airlock on a Mars-bound vehicle. That effort identified key technical challenges unique to deep-space missions, many of which are directly addressed by the capabilities protected in this patent. The sixth Bishop-related patent further cements Voyager's role as the leading provider of modular, electrically integrated space infrastructure, supporting commercial customers, civil agencies and national-security missions as human activity extends deeper into space.
お知らせ • Jan 14Voyager Technologies Secures Breakthrough Patent for Orbital Optical Communications ManufacturingVoyager Technologies has been awarded a patent for an extraterrestrial manufacturing method that produces larger, purer crystals essential to high-performance optical communications - the backbone of Earth's data centers and the AI-driven global economy. By harnessing microgravity, the patented process delivers material performance beyond what is possible on Earth. The patented approach allows Voyager to grow crystals that precisely match a specific optical wavelength, producing only the desired signal band with no interference or unintended spectral artifacts. This breakthrough enables unprecedented performance, where higher crystal quality directly improves signal stability and reduces error rates in high-bandwidth systems that support AI and cloud computing. The patented process uses long-duration microgravity to grow larger and purer crystals free of defects that typically form when crystals grow in stacked layers on Earth. Voyager's method keeps all seed material in constant motion during ground handling to prevent premature formation, with growth triggered only after reaching microgravity. Voyager will fly samples to the International Space Station in spring 2026 to validate the method with a grant through the ISS National Laboratory. Patent partners include experts at the New Jersey Institute of Technology, New York University and Universities Space Research Association.
Board Change • Dec 31Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 12 experienced directors. No highly experienced directors. Chairman of Advisory Board Jim Bridenstine was the last director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.
お知らせ • Dec 02Voyager Technologies Appoints John Baum as Executive Vice President, Strategy & Advanced ConceptsVoyager Technologies appointed John Baum as executive vice president, Strategy & Advanced Concepts, bringing aboard one of the industry’s most versatile and mission-driven leaders to sharpen the company’s strategic edge and propel growth across its fastest-moving markets. John Baum’s career spans the most elite environments in aerospace, combining operational precision, commercial innovation and global strategic engagement. His recent experience as lead pilot and business development executive helped define the future of commercial human spaceflight, leading astronaut training, flight-test readiness and safety, while driving partnerships focused on training for the Department of War and U.S. Space Force. Previously, Baum co-founded Draken International and served in several premier U.S. Air Force roles, including F-16 pilot, Thunderbirds demonstration pilot, Weapons School instructor, F-16 pilot instructor, HAF/A5 air dominance chief and munitions requirements officer, as well as chief of the Media & Opinion Leader Branch for the Office of the Secretary of the Air Force. He brings firsthand experience training with the crews of Inspiration4 and Polaris Dawn, where he also served as philanthropy director raising funds and awareness for St. Jude Children’s Research Hospital. Baum earned bachelor’s and master’s degrees in aeronautical science from Embry-Riddle Aeronautical University and a master’s degree in strategic communications from George Mason University.
Buy Or Sell Opportunity • Nov 24Now 23% overvaluedOver the last 90 days, the stock has fallen 34% to US$20.86. The fair value is estimated to be US$16.92, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last year. Earnings per share has grown by 53%. Revenue is forecast to grow by 104% in 2 years. Earnings are forecast to grow by 48% in the next 2 years.
お知らせ • Nov 21Voyager Technologies, Inc. (NYSE:VOYG) acquired Eos Energetics, Inc.Voyager Technologies, Inc. (NYSE:VOYG) acquired Eos Energetics, Inc. on November 20, 2025. Voyager Technologies, Inc. (NYSE:VOYG) completed the acquisition of Eos Energetics, Inc. on November 20, 2025.
New Risk • Nov 17New major risk - Financial positionThe company has less than a year of cash runway based on its current free cash flow trend. Free cash flow: -US$178m This is considered a major risk. With less than a year's worth of cash, the company will need to raise capital or take on debt unless its cash flows improve. This would dilute existing shareholders or increase balance sheet risk. Currently, the following risks have been identified for the company: Major Risk Less than 1 year of cash runway based on free cash flow trend (-US$178m free cash flow). Minor Risks Currently unprofitable and not forecast to become profitable over next 3 years (US$31m net loss in 3 years). Share price has been volatile over the past 3 months (12% average weekly change).
Reported Earnings • Nov 04Third quarter 2025 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2025 results: US$0.28 loss per share. Net loss: US$16.3m (flat on 3Q 2024). Revenue missed analyst estimates by 2.4%. Earnings per share (EPS) exceeded analyst estimates by 60%. Revenue is forecast to grow 51% p.a. on average during the next 3 years, compared to a 8.5% growth forecast for the Aerospace & Defense industry in the US.
お知らせ • Nov 04Voyager Technologies, Inc. Updates Earnings Guidance for the Year 2025Voyager Technologies, Inc. updated earnings guidance for the year 2025. For the full year 2025, Voyager now expects total net sales towards the high end of guidance range of $165 million to $170 million. This outlook underscores the resilience of business model and reflects the successful execution of its growth strategy, including contributions from recently acquired businesses, while recognizing uncertainty in the near-term attributable to the government shutdown.
お知らせ • Oct 28Voyager Technologies, Inc. (NYSE:VOYG) acquired ExoTerra Resource, LLC.Voyager Technologies, Inc. (NYSE:VOYG) acquired ExoTerra Resource, LLC on October 27, 2025. Voyager Technologies, Inc. (NYSE:VOYG) completed the acquisition of ExoTerra Resource, LLC on October 27, 2025.
お知らせ • Oct 21Voyager Technologies, Inc. to Report Q3, 2025 Results on Nov 03, 2025Voyager Technologies, Inc. announced that they will report Q3, 2025 results After-Market on Nov 03, 2025
New Risk • Sep 22New major risk - Financial positionThe company has less than a year of cash runway based on its current free cash flow trend. Free cash flow: -US$146m This is considered a major risk. With less than a year's worth of cash, the company will need to raise capital or take on debt unless its cash flows improve. This would dilute existing shareholders or increase balance sheet risk. Currently, the following risks have been identified for the company: Major Risk Less than 1 year of cash runway based on free cash flow trend (-US$146m free cash flow). Minor Risks Currently unprofitable and not forecast to become profitable over next 3 years (US$36m net loss in 3 years). Share price has been volatile over the past 3 months (12% average weekly change).
お知らせ • Sep 15Voyager Technologies, Inc. Launches First Multi-Cloud Region in Space to Transform Real-Time Data ProcessingVoyager Technologies, Inc. launched Space Edge to the International Space Station Sept. 14, marking the first known multi-cloud region in space, a breakthrough in real-time, space-based data processing. Voyager Technologies launched Space Edge to the International space Station Sept. 14. Space Edge is a space-hardened, managed cloud infrastructure that brings computing power directly to orbit, reducing latency, strengthening security and cutting data transport costs for missions where speed and insight are critical. Developed by LEOcloud, a recent Voyager acquisition, Space Edge processes data in orbit rather than incurring the latency of transport to a terrestrial data center, which is up to 30 times faster than traditional satellite-to-ground methods. By enabling real-time data fusion and analytics at the space edge, Voyager is unlocking new revenue streams across defense, civil space, and commercial markets while expanding its portfolio of mission-ready infrastructure solutions. Space Edge has the flexibility to support evolving encryption technology, including customer-specific requirements, offering a scalable, secure foundation for the growing space economy. That flexibility is supported by Podman, a project developed by Red Hat engineers and the open source community, which today, Space Edge employs for application administration and deployment. Voyager is building space-based cloud regions that deliver mission-critical security, automation and application management at the edge of space. This capability will power emerging AI-enabled exploration, research and operations, bringing the full power of modern cloud infrastructure directly to orbital missions and beyond.
お知らせ • Aug 25Voyager Technologies, Inc. Appoints Paul Tilghman as Chief Technology Officer, Effective August 25, 2025Voyager Technologies, Inc. appointed Paul Tilghman as Chief Technology Officer, effective August 25, 2025. Tilghman will spearhead Voyager’s technology strategy and innovation roadmap, accelerating the company’s mission-critical solutions across domains – ground, air and space. Tilghman’s career blends government, commercial and dual-use innovation at the highest levels. Most recently, as chief engineer of Connected Warfare at Anduril Industries, he launched a new Joint All-Domain Command and Control strategy, creating a Electromagnetic Spectrum Operations business area, new software products and fresh market opportunities. Tilghman also forged pivotal partnerships with the U.S. silicon technology base to bring entirely new categories of defense capabilities to market. Earlier in his career, Tilghman established and led DARPA’s wireless AI research area, managing $350 million in contract execution to advance national security across electronic warfare, communications and high-performance computing. He went on to serve as business and technology leader for Microsoft’s Azure Space Connectivity organization, where he created market-defining product lines. He also held leadership roles at Lockheed Martin’s Advanced Technology Laboratories in adaptive electronic warfare, signals intelligence and non-cooperative geolocation. Tilghman received a bachelor’s degree in computer engineering from the Rochester Institute of Technology and a master’s degree in electrical engineering from Drexel University.
お知らせ • Aug 08Voyager Technologies, Inc. (NYSE:VOYG) acquired Electromagnetic Systems, Inc.Voyager Technologies, Inc. (NYSE:VOYG) acquired Electromagnetic Systems, Inc. on August 7, 2025. Voyager Technologies, Inc. (NYSE:VOYG) completed the acquisition of Electromagnetic Systems, Inc. on August 7, 2025.
Reported Earnings • Aug 06Second quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindSecond quarter 2025 results: US$1.23 loss per share. Net loss: US$36.6m (flat on 2Q 2024). Revenue exceeded analyst estimates by 29%. Earnings per share (EPS) missed analyst estimates significantly. Revenue is forecast to grow 47% p.a. on average during the next 3 years, compared to a 8.1% growth forecast for the Aerospace & Defense industry in the US.
お知らせ • Aug 05Voyager Technologies, Inc. Provides Sales Guidance for the Full Year 2025Voyager Technologies, Inc. provided sales guidance for the full year 2025. For the period, the company expects total net sales in the range of $165 million to $170 million.
お知らせ • Jul 23Voyager Technologies, Inc. Completes NGI Second Stage Roll Control System Critical Design ReviewVoyager Technologies, Inc. completed the Next Generation Interceptor (NGI) Second Stage Roll Control System (SSRCS) Critical Design Review (CDR), in partnership with Lockheed Martin and the Missile Defense Agency (MDA) in March 2025. During CDR, Voyager's program readiness and design maturity were assessed as ready to continue into the manufacturing and testing phase, confirming that the company's solution meets NGI's stringent mission requirements. Voyager's advanced controllable solid propulsion technology enables high performance, reliability, safety and affordability. The SSRCS regulates use of solid propellant to achieve required levels of precision operational duration. Applications of these propulsion products include missile defense interceptors and kill vehicles, strategic, tactical and hypersonic missiles, post-boost control systems, and reentry systems. The company's unique technologies provide the throttling characteristics required for a roll control system without the negative aspects of liquid systems. This includes eliminating the use of highly toxic liquids, such as hydrazine and nitrogen tetroxide, and enabling a long shelf-life without the risk of leaks, over-pressurization or corrosion. Voyager is on contract with Lockheed Martin to provide an SSRCS with thrust and control algorithms to enable precision control of NGI's orientation during flight. NGI is part of the MDA's Ground-based Midcourse Defense System and will provide a new, advanced interceptor to protect the homeland against long-range ballistic missile threats.
お知らせ • Jul 21Voyager Technologies, Inc. to Report Q2, 2025 Results on Aug 04, 2025Voyager Technologies, Inc. announced that they will report Q2, 2025 results After-Market on Aug 04, 2025
New Risk • Jul 07New major risk - Financial positionThe company has less than a year of cash runway based on its current free cash flow trend. Free cash flow: -US$126m This is considered a major risk. With less than a year's worth of cash, the company will need to raise capital or take on debt unless its cash flows improve. This would dilute existing shareholders or increase balance sheet risk. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-US$126m free cash flow). Shares are highly illiquid. Minor Risk Currently unprofitable and not forecast to become profitable over next 3 years (US$41m net loss in 3 years).
お知らせ • Jun 11Voyager Technologies, Inc. has completed an IPO in the amount of $382.799997 million.Voyager Technologies, Inc. has completed an IPO in the amount of $382.799997 million. Security Name: Class A Common Stock Security Type: Common Stock Securities Offered: 12,348,387 Price\Range: $31 Transaction Features: Reserved Share Offering; Sponsor Backed Offering
