Voyager Technologies, Inc. (VOYG): A Bull Case Theory

2 days ago 5

Ricardo Pillai

Thu, December 4, 2025 astatine 11:05 AM CST 3 min read

We came crossed a bullish thesis connected Voyager Technologies, Inc. connected Valueinvestorsclub.com by T0YPAJ182. In this article, we volition summarize the bulls’ thesis connected VOYG. Voyager Technologies, Inc.'s stock was trading astatine $22.48 arsenic of November 28th.

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Voyager Technologies (VOYG) is simply a dual-focus defence and abstraction institution with 2 underappreciated businesses: a nationalist information subcontracting cognition and Starlab, a commercialized abstraction presumption slated to regenerate the ISS successful 2030. The halfway defence business, which generates astir near-term revenue, supplies propulsion systems for LMT’s Next Generation Interceptor (NGI) rocket programme and offers ISR, AI/ML software, and abstraction infrastructure services. Voyager’s near-term maturation is driven by NGI and a pipeline of further programs valued astatine ~$2.7 billion, with absorption anticipating onboarding a 2nd programme of grounds by 2026.

Operational expertise and strategical acquisitions—including Nanoracks, Valley Tech Systems, and BridgeComm—create a cohesive exertion stack that enhances execution and programme credibility. The longer-term upside lies successful Starlab, a $3 cardinal commercialized abstraction presumption successful which Voyager holds a >67% stake, designed for astronaut services and commercialized research.

Voyager’s multinational partnerships with Airbus, Mitsubishi, MDA Space, and Palantir supply strategical and operational advantages, positioning it favorably against competitors specified arsenic Axiom Space, Blue Origin, and Vast Space. While near-term milestones, backing mechanisms, and NASA procurement adjustments person caused volatility, the company’s execution way grounds and pipeline extent underpin a robust concern thesis.

Using a sum-of-the-parts valuation, VOYG’s halfway concern is valued astatine 7.5x one-year guardant sales, with Starlab contributing an further call-option value. This model yields a $58 terms people and a bull lawsuit of $84 wrong 2 years. Potential catalysts see StarLab backing announcements, Golden Dome RFP clarity, further defence programme awards, and strategical valuation uplifts, portion risks stay tied to programme execution, backing timing, and the inherent uncertainty of commercialized abstraction presumption development. Voyager represents a compelling maturation accidental with some contiguous defence vulnerability and transformative semipermanent upside.

Previously we covered a bullish thesis connected Kratos Defense & Security Solutions, Inc. by Kooky_Lime1793 successful January 2025, which highlighted the company’s enactment successful unmanned systems and maturation imaginable successful autonomous subject vehicles. The company's banal terms has appreciated astir by 165.99% since our coverage. T0YPAJ182 shares a akin defence combining nationalist information subcontracting with the semipermanent Starlab opportunity.