Voyager Technologies (VOYG) shares closed higher on Aug. 10 after the Denver-headquartered firm announced a major new contract from the U.S. Space Force (USSF). Under the agreement with Space Systems Command, the company will develop flight-ready space-to-space communication solutions and conduct an on-orbit demonstration.
Following yesterday's rally, Voyager stock is up about 65% versus the start of this year.
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www.barchart.comSignificance of Voyager Contract for VOYG Stock
The USSF contract is largely bullish for VOYG shares mostly because it highlights the company’s deep heritage in radiation-hardened space electronics and precision radio frequency payloads.
Coming right on the heels of record Q2 earnings, where Voyager reported a 51% year-over-year increase in revenue to $52.7 million and a record backlog of nearly $336 million, the Space Force deal reinforces high demand for its defense and national security offerings.
The agreement strengthens VOYG’s ties with the U.S. government and clears the path for follow-on awards. In short, it improves visibility into the company’s future growth and reinforces its credentials with other national-security agencies.
Note that Voyager currently sits above its major moving averages (MAs), with an RSI in the early 70s indicating intense buying pressure.
Jim Cramer Is Bullish on Voyager Shares
Voyager shares look attractive also because of a compelling valuation.
As of this writing, they are trading at a price-to-sales (P/S) multiple of nearly 13x, which makes it significantly cheaper to own than its space infrastructure peers like Rocket Lab (RKLB).
In fact, in a recent segment of Mad Money, former hedge fund manager Jim Cramer dubbed RKLB a speculative bet, recommending investors to instead build a position in Voyager Technologies.
All in all, with $585.5 million in total liquidity and full-year sales guidance raised to $275 at least, VOYG represents a compelling high-growth exposure for defense tech investors willing to absorb near-term volatility.
What’s the Consensus Rating on Voyager Technologies?
Investors could also take heart in the fact that Wall Street analysts also remain positive on VOYG stock for the remainder of 2026.
The consensus rating on Voyager Technologies sits at “Moderate Buy,” with price targets as high as $60 indicating significant upside potential from current levels.
www.barchart.com On the date of publication, Wajeeh Khan did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. For more information please view the Barchart Disclosure Policy here.
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