Voyager Technologies, Inc.

NYSE:VOYG Stock Report

Market Cap: US$1.8b

Voyager Technologies Management

Management criteria checks 3/4

We currently do not have sufficient information about the CEO.

Key information

Dylan Taylor

Chief executive officer

US$4.7m

Total compensation

CEO salary percentage8.55%
CEO tenure6.9yrs
CEO ownershipn/a
Management average tenure3.1yrs
Board average tenure6.8yrs

Recent management updates

Recent updates

Narrative Update • Jul 10

VOYG: Elevated Expectations Will Confront Missile Defense And Low Orbit Execution Risk

The updated analyst price target for Voyager Technologies moves to $46, down from $60, as analysts factor in a higher $8.35 discount rate, a fair value estimate of about $22.70, slightly adjusted revenue growth and profit margin assumptions, and a lower future P/E of about 43x. This reflects a balance between its missile defense and low Earth orbit opportunities.
Seeking Alpha • Jul 02

Voyager Technologies: Buying Capability Before Buying Profits

Summary Voyager Technologies, Inc. remains a Speculative Buy, with its core opportunity in national security and the Starlab commercial space station collaboration. VOYG's $300 million Astrobotic acquisition enhances lunar capabilities but increases cash burn and near-term capital needs. Recent NASA and lunar delivery contracts are likely loss-leading, focused on maturing technology and positioning for future lunar base opportunities. Convertible debt and required investments limit near-term upside; VOYG stock is fairly valued now, with significant long-term potential if lunar and Starlab programs succeed. Read the full article on Seeking Alpha
Narrative Update • Jun 26

VOYG: Backlog And Space Infrastructure Expansion Will Support Future Upside

The analyst price target for Voyager Technologies has moved from about $39.83 to about $44.73. Analysts cite increased confidence in the company’s access to national security funding, a larger space infrastructure footprint, and clearer visibility into its contracted backlog as key reasons for the shift.
Narrative Update • Jun 15

The Landlord of Orbit and the Emerging Lunar Logistics Giant: A Deep Value Play Ahead of the Starlab & Astrobotic Era

While the broader market continues to price Voyager Technologies (VOYG) as a low-margin, cash-burning legacy defense contractor, massive structural shifts within the company’s portfolio have necessitated a fundamental update to our valuation model. In our previous thesis, we defined Voyager primarily as the "Landlord of Orbit" based on the Starlab commercial space station—the designated successor to the ISS.
Analysis Article • May 08

Analysts Are Updating Their Voyager Technologies, Inc. (NYSE:VOYG) Estimates After Its First-Quarter Results

Voyager Technologies, Inc. ( NYSE:VOYG ) just released its latest quarterly report and things are not looking great...

CEO Compensation Analysis

How has Dylan Taylor's remuneration changed compared to Voyager Technologies's earnings?
DateTotal CompensationSalaryCompany Earnings
Mar 31 2026n/an/a

-US$127m

Dec 31 2025US$5mUS$400k

-US$116m

Sep 30 2025n/an/a

-US$101m

Jun 30 2025n/an/a

-US$105m

Mar 31 2025n/an/a

-US$97m

Dec 31 2024US$1mUS$377k

-US$84m

Compensation vs Market: Dylan's total compensation ($USD4.68M) is about average for companies of similar size in the US market ($USD5.18M).

Compensation vs Earnings: Dylan's compensation has increased whilst the company is unprofitable.

CEO

Dylan Taylor (55 yo)

6.9yrs
Tenure
US$4,679,456
Compensation

Mr. Dylan E. Taylor, MBA, is Co-Founder and Chairman of Voyager Technologies, Inc. and has been its Chief Executive Officer since August 2019. Mr. Taylor is Advisor to Aurelia Foundry Management Company, L...

Leadership Team

NamePositionTenureCompensationOwnership
Dylan Taylor
Co-Founder6.9yrsUS$4.68mno data
Matthew Kuta
Co-Founder6.9yrsUS$4.66m0.49%
$ 8.5m
Filipe de Sousa
Chief Financial Officer3.8yrsUS$2.45m0%
$ 0
Lance Weber
Chief Accounting Officer2.5yrsno datano data
Paul Tilghman
Chief Technology Officerless than a yearno datano data
Shoshanna Moody
Chief Administrative Officerless than a yearno datano data
Adi Padva
Senior Vice President of Corporate Development & Investor Relationno datano datano data
Margaret Vernal
Chief Legal Officer2.3yrsno data0.051%
$ 889.8k
John Baum
Chief Marketing Officerless than a yearno datano data
Eric Stallmer
Executive Vice President of Government Affairs & Public Policyno datano datano data
Jennifer Hiatt
Chief of Staff4.5yrsno datano data
Jeffrey Manber
President of International & Space Stations4.7yrsno datano data
3.1yrs
Average Tenure
47yo
Average Age

Experienced Management: VOYG's management team is considered experienced (3.1 years average tenure).

Board Members

NamePositionTenureCompensationOwnership
Dylan Taylor
Co-Founderno dataUS$4.68mno data
Matthew Kuta
Co-Founder6.9yrsUS$4.66m0.49%
$ 8.5m
Gabe Finke
Independent Director6.8yrsUS$636.27k0.16%
$ 2.7m
Marian Joh
Independent Director5.4yrsUS$646.27k0.013%
$ 222.5k
S. Stern
Independent Director6.8yrsUS$641.27k0.029%
$ 513.1k
Max Vozoff
Member of Advisory Boardno datano datano data
William Shelton
Independent Director6.8yrsUS$636.27k0.013%
$ 222.5k
Dick McConn
Member of Advisory Boardno datano datano data
John Henley
Member of Advisory Boardno datano datano data
Karen Nyberg
Member of Advisory Boardno datano datano data
Nicole Stott
Member of Advisory Boardno datano datano data
James Bridenstine
Chairman of Advisory Board5.3yrsno datano data
6.8yrs
Average Tenure
57.5yo
Average Age

Experienced Board: VOYG's board of directors are considered experienced (6.8 years average tenure).

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/07/14 22:27
End of Day Share Price 2026/07/14 00:00
Earnings2026/03/31
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Voyager Technologies, Inc. is covered by 13 analysts. 11 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
David StraussBarclays
Ronald EpsteinBofA Global Research
Andre MadridBTIG