Jim Cramer Weighs In on Space Equities: Rocket Lab (RKLB) vs. Voyager Technologies (VOYG)

Pure spec, that's the problem. It's a axenic spec. I similar that Voyager. We had that fella connected past night, Voyager… I similar the Voyager.

Voyager's Q2 Acceleration Driven by Backlog and Revenue Growth

Cramer's penchant for Voyager Technologies, Inc. (NYSE:VOYG) follows its second-quarter net report, which helium reviewed during the August 4 occurrence aft interviewing management. Cramer highlighted the expanding authorities defence contracts, sequential gross acceleration, and a increasing backlog and said:

When you look astatine this phenomenal tally successful Voyager Technologies, the abstraction and defence institution that makes cardinal components for satellites, missiles, and spacecraft, it's been racking up authorities contracts near and right. Last night, Voyager reported a precise beardown 4th with gross up 51% conscionable versus the erstwhile 3 months, a narrower-than-expected loss, and the backlog jumping 22% sequentially. That's versus past quarter, not past year. Management said that request is gathering faster than they tin person it into revenue. High-quality problem. They besides raised their full-year gross forecast beauteous substantially. Some of that's acknowledgment to the caller acquisition of Astrobotic. That's a abstraction robotics play... The banal jumped 14% yesterday adjacent earlier the 4th and past rallied different 19.6% contiguous successful effect to these results, though it's inactive down astir 55% from its post-IPO highs past summer. So possibly you haven't missed arsenic overmuch arsenic you mightiness think.

Hedge Fund Sentiment and Valuation Metrics

It is worthy noting that information tracked by Insider Monkey shows shifting hedge money sentiment betwixt the 2 abstraction companies entering 2026. Elite hedge money holders successful Rocket Lab Corporation (NASDAQ:RKLB) declined from 45 successful the 4th fourth of 2025 to 43 successful the archetypal 4th of 2026. On the different hand, hedge money ownership successful Voyager Technologies, Inc. (NYSE:VOYG) expanded during the aforesaid period, rising from 35 holders successful Q4 2025 to 37 successful Q1 2026.

Valuation multiples and abbreviated seller involvement further amusement contrasting marketplace expectations. Rocket Lab Corporation (NASDAQ:RKLB) trades astatine a price-to-sales ratio of 53.10, with abbreviated involvement sitting astatine 7.97% of its nationalist float. In comparison, Voyager Technologies, Inc. (NYSE:VOYG) commands a little price-to-sales aggregate of 8.67, though abbreviated involvement stands higher astatine 21.65% of float, indicating elevated short-seller scrutiny contempt its little top-line valuation and increasing hedge money base.