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    Voyager Technologies (VOYG) Wins Sandia Contract, Is The Stock A Bargain?

    Simply Wall St·07/22/2026 17:20:22
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    Voyager Technologies (VOYG) has drawn fresh attention after securing a mission management contract with Sandia National Laboratories for a 2027 International Space Station experiment, alongside recent research alliances with Geisinger and Pennsylvania State University.

    See our latest analysis for Voyager Technologies.

    Despite the contract wins with Sandia National Laboratories and new research alliances, Voyager Technologies’ short term share price performance has been weak. The 30 day share price return is down 28.29% and the year to date share price return is down 3.02%, while the 1 year total shareholder return is down 38.25% at a last close of US$26.94. This suggests that recent enthusiasm has not yet translated into a sustained turnaround.

    If you are interested in how other defense and space technology players are positioning around autonomy and AI, it may be worth reviewing a screener of 33 robotics and automation stocks.

    Bulls point to Voyager Technologies’ contracts, partnerships and analyst target implying upside, while bears highlight the recent share price slide and ongoing losses. Which side does the valuation lean toward as you weigh the stock today?

    Most Popular Narrative: 93% Undervalued

    According to the most followed narrative on Voyager Technologies, a fair value of $385.20 per share is set against the last close of $26.94, framing a very wide gap investors are trying to understand.

    We are updating the previously projected 2030 revenue target of $4 billion to $6 billion for 2031. This incorporates the massive revenue streams expected from Astrobotic’s lunar surface deliveries (CLPS) and energy infrastructure contracts. The Thesis: Voyager is successfully transitioning from a company that relies on one-off hardware sales to a next-generation "Prime Contractor" that generates highly lucrative, SaaS-like recurring revenues (orbital rent, research-as-a-service) alongside steady lunar cargo manifests.

    Read the complete narrative.

    Want to see how Voyager Technologies gets from today’s losses to that kind of revenue mix and margin profile? The narrative leans on a sharp shift toward recurring orbital income, higher long term profitability, and a future earnings multiple more often reserved for mature sector leaders.

    Result: Fair Value of $385.20 (UNDERVALUED)

    Have a read of the narrative in full and understand what's behind the forecasts.

    However, this Voyager Technologies narrative still hinges on successful Starlab execution and Astrobotic integration, as well as managing heavy funding needs without severe shareholder dilution.

    Find out about the key risks to this Voyager Technologies narrative.

    Another View: What Voyager Technologies’ Sales Multiple Is Saying

    While the popular Voyager Technologies narrative leans on a long term cash flow story and a $385.20 fair value, the market today is pricing the stock at a P/S of 9.6x. That is above the US Aerospace & Defense average of 5.3x and a fair ratio of 6.4x, which points to valuation risk if expectations cool.

    For investors weighing that gap against the bullish cash flow outlook, it raises a simple question: is the current price more about future hopes than present fundamentals, or is the market still underestimating what Voyager Technologies could become, See what the numbers say about this price — find out in our valuation breakdown.

    NYSE:VOYG P/S Ratio as at Jul 2026
    NYSE:VOYG P/S Ratio as at Jul 2026

    Next Steps

    With mixed sentiment around Voyager Technologies throughout this article, it makes sense to check the numbers yourself and decide quickly where you stand. To weigh both the cautious and optimistic angles in one place, review the 3 key rewards and 3 important warning signs

    Looking For More Investment Ideas Beyond Voyager Technologies?

    If you are still building a watchlist alongside Voyager Technologies, do not stop at a single stock. Broaden your options now before the market moves on without you.

    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.