Voyager Technologies: High-Growth Core Segment With Starlab Space Station Upside

  • I rate Voyager Technologies a buy, driven by strong tailwinds in national security spending and the commercialization of space. VOYG's 67% stake in the Starlab joint venture positions it as a future landlord in low Earth orbit, with significant long-term upside post-ISS. Strong government backing, including NASA's $217.5 million grant, de-risks Starlab and sets up VOYG for further funding and contract wins.