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VOYG

Voyager Technologies Inc

BUY 2026-08-29 Data 14 days old USD 34.07 Industrials - Aerospace & DefenseAWAIT ENTRY
ACTIONABLEMethodology gates passed
66

Position levels

Currenttoday
USD 34.07
Buy <=wait / entry
USD 28.00
Trim >=take some off
USD 40.00
Thesis breakA confirmed miss against the raised 2026 revenue range of $230 million to $255 m...
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Scenario-weighted conviction

ProbabilityScoreContribution
Bull case33%100 / 10033.0
Base case51%62 / 10031.6
Bear case16%10 / 1001.6
Weighted conviction66 / 100 - BUY

Top risks

  • Record $113.0M quarterly bookings and 2.1x book-to-bill ratio with $335.5M backlog
  • $84.3M Golden Dome awards plus next-generation Agentic AI spectrum dominance program win
  • Completion of Astrobotic acquisition accelerating defense and space capabilities
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Research is for informational purposes only. Not financial advice. All analysis reflects the date of publication.