Expectations trend
FY2027 · fiscal year ending 2027-12-31 · fmp
Voyager Technologies, Inc. (VOYG)
NYSEIndustrialsAerospace & DefenseSnapshot 2026-11-04
$20.33-11.92%
Close 2026-11-05 · 1-day change
NYSEIndustrialsAerospace & DefenseSnapshot 2026-11-04
The long-term thesis, the evidence coming in, and the environment around it. Thesis dated Jul 8, 2026.
Next-FY EPS estimate change · 30 days
Matching fiscal periods, usable estimates and at least one analyst are required.
One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.
The calculation requires same-period, same-provider snapshots, positive EPS, at least one analyst and a baseline within three days of the requested lookback.
The EPS and P/E reference is not available for VOYG yet.
| Measure / period | Management expectations | Analyst expectations |
|---|
Management figures unavailable.
Current consensus figures unavailable.
Three published thesis conditions, with dated milestones shown separately.
| Key Factor | Why It Matters | Current Status | Break Condition | Latest Evidence |
|---|---|---|---|---|
Operating income improves from negative $44.65 million in 2026-Q1 | The company is working to improve its operating income despite recent losses. | Intact | Operating loss worsens beyond -$44.65 million in any quarter | Operating income: $-61.903M FY2026-Q3; GAAP. Published target: Operating loss less negative than -$44.65 million in 2026-Q1. Target period is not explicitly aligned with this observation. Nov 3, 2026-61,903,000 USD · source valueLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Compare these dated observations with the operating requirements above
FY2027 · fiscal year ending 2027-12-31 · fmp
The evidence, the remaining questions, and what comes next
No recovery evidence is reported in the available driver assessments.
Next earnings date unavailable
Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.
Review earningsObserved price history; separate from operating scenarios
The weekly editorial context below is a separate assessment from the dated monitor evidence above. Recovery observations do not automatically change the published thesis. Unverified outside influences are hypotheses, not measured driver evidence.
This is a speculative growth business with a loss-making profile, volatile management signals, and high risk. The thesis is on watch: revenue, backlog, and guidance have improved, but recent performance remains well below its industry cohort and company momentum has fallen sharply.
VOYG trades at a 3.03 premium versus peers, with low confidence in the valuation model and optionality as the main source of difference. That suggests the market gives weight to future growth possibilities, while the evidence does not show how much growth is already assumed.
Near term, revenue rose sequentially and backlog expanded, supporting higher full-year 2026 revenue guidance. Management has also completed the Astrobotic acquisition and continues to invest heavily in innovation, though the acquisition’s financial contribution is unclear. A guidance reversal would damage credibility, while the recent capital-obligation event and weaker sector conditions are risks.
The multi-year view depends on whether bookings and backlog turn into sustained revenue growth, and whether heavy innovation spending supports the business without worsening its loss-making profile. In the near term, guidance credibility and results from sector bellwethers such as SPCX, GE, and RTX are key swing factors.
VOYG has signs of business growth, but its weak relative performance, loss-making profile, high risk, and falling momentum leave the 1-to-3-year thesis uncertain. Not investment advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Stated in 3 of 3 supplied quarters. Management reported: “Voyager remains focused on improving manufacturing efficiency, program execution and operating leverage as revenue continues to scale.” “Management remains focused on driving operating efficiencies and improving profitability as the Company scales.” Operating income was $-61.903 million in 2026-Q3.
Revenue reaches approximately $243 million in FY26 | A primary condition in Voyager Technologies, Inc.'s published investment case. The stated target is ~$242.5 million. | Intact | Revenue falls below $165 million in FY26 | Revenue: $88.715M FY2026-Q3; GAAP. Published target: ~$242.5 million. Annual target cannot be compared with a quarterly or TTM observation. Nov 3, 202688,715,000 USD · source valueLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Complete acquisition of Astrobotic Technology, Inc. | The acquisition of Astrobotic Technology supports its space infrastructure ambitions. | Intact | Acquisition fails or is significantly delayed beyond 2026 | Acquisition active vs 2026 target June 2026 headlines confirm the Astrobotic deal is active and shifting focus to lunar infrastructure ambitions. Nov 4, 2026Last status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Stored thesis · Jul 8, 2026. Latest Evidence uses source-matched measurements where available, alongside the last thesis-monitor assessment. Source periods and assessment dates are shown separately. A new measurement does not automatically change the published status or verify an older target.
$-1.32 → $-1.42 · observed estimates
$0.37B → $0.50B · observed estimates
One fiscal period and provider throughout. At least five contributors are required for each plotted metric; missing coverage stays a gap. Axes show the observed range. Counts measure coverage, not revisions.
| Snapshot | EPS | Revenue | EPS / revenue analysts |
|---|---|---|---|
| 2026-07-24 | $-1.32 | $373,439,829 | 7 / 8 |
| 2026-07-25 | $-1.38 | $373,511,330 | 9 / 11 |
| 2026-07-26 | $-1.32 | $373,439,833 | 7 / 8 |
| 2026-07-27 | $-1.38 | $373,511,330 | 9 / 11 |
| 2026-07-28 | $-1.38 | $373,511,330 | 9 / 11 |
| 2026-07-29 | $-1.38 | $373,511,330 | 9 / 11 |
| 2026-07-30 | $-1.32 | $373,439,833 | 7 / 8 |
| 2026-07-31 | $-1.32 | $373,439,833 | 7 / 8 |
| 2026-08-01 | $-1.32 | $373,439,833 | 7 / 8 |
| 2026-08-02 | $-1.32 | $373,439,833 | 7 / 8 |
| 2026-08-03 | $-1.38 | $373,511,330 | 9 / 11 |
| 2026-08-04 | $-1.38 | $373,511,330 | 9 / 11 |
| 2026-08-05 | $-1.38 | $373,511,330 | 9 / 11 |
| 2026-08-06 | $-1.38 | $373,511,330 | 9 / 11 |
| 2026-08-08 | $-1.46 | $422,537,991 | 7 / 8 |
| 2026-08-09 | $-1.49 | $419,327,270 | 9 / 11 |
| 2026-08-10 | $-1.46 | $422,537,991 | 7 / 8 |
| 2026-08-12 | $-1.46 | $422,537,991 | 7 / 8 |
| 2026-08-13 | $-1.46 | $422,537,991 | 7 / 8 |
| 2026-08-14 | $-1.46 | $422,537,991 | 7 / 8 |
| 2026-08-15 | $-1.46 | $422,537,991 | 7 / 8 |
| 2026-08-16 | $-1.46 | $422,537,991 | 6 / 6 |
| 2026-08-17 | $-1.46 | $422,537,991 | 6 / 6 |
| 2026-08-18 | $-1.46 | $422,537,991 | 6 / 7 |
| 2026-08-19 | $-1.46 | $422,537,991 | 6 / 7 |
| 2026-08-20 | $-1.55 | $486,888,851 | 4 / 5 |
| 2026-08-21 | $-1.55 | $486,888,851 | 4 / 5 |
| 2026-08-22 | $-1.55 | $486,888,851 | 4 / 5 |
| 2026-08-23 | $-1.55 | $486,888,851 | 4 / 5 |
| 2026-08-24 | $-1.55 | $486,888,851 | 4 / 5 |
| 2026-08-25 | $-1.51 | $505,855,518 | 5 / 6 |
| 2026-08-26 | $-1.51 | $505,855,518 | 5 / 6 |
| 2026-08-27 | $-1.51 | $505,855,518 | 5 / 6 |
| 2026-08-28 | $-1.51 | $505,855,518 | 5 / 6 |
| 2026-08-29 | $-1.51 | $485,333,806 | 5 / 6 |
| 2026-08-30 | $-1.51 | $485,333,806 | 5 / 6 |
| 2026-08-31 | $-1.50 | $494,073,728 | 5 / 6 |
| 2026-09-01 | $-1.50 | $494,073,728 | 5 / 6 |
| 2026-09-02 | $-1.50 | $494,073,728 | 6 / 7 |
| 2026-09-03 | $-1.50 | $494,073,728 | 6 / 7 |
| 2026-09-04 | $-1.50 | $494,073,728 | 6 / 7 |
| 2026-09-05 | $-1.50 | $494,073,728 | 6 / 7 |
| 2026-09-06 | $-1.50 | $513,417,261 | 6 / 7 |
| 2026-09-07 | $-1.50 | $513,417,261 | 6 / 7 |
| 2026-09-08 | $-1.50 | $513,417,261 | 6 / 7 |
| 2026-09-09 | $-1.50 | $513,417,261 | 6 / 7 |
| 2026-09-10 | $-1.50 | $513,417,261 | 6 / 7 |
| 2026-09-11 | $-1.50 | $513,417,261 | 6 / 7 |
| 2026-09-12 | $-1.50 | $512,917,261 | 6 / 7 |
| 2026-09-13 | $-1.50 | $512,917,261 | 6 / 7 |
| 2026-09-14 | $-1.50 | $512,917,261 | 6 / 7 |
| 2026-09-15 | $-1.50 | $512,917,261 | 6 / 7 |
| 2026-09-16 | $-1.50 | $512,917,261 | 6 / 7 |
| 2026-09-17 | $-1.50 | $512,917,261 | 6 / 7 |
| 2026-09-18 | $-1.50 | $512,917,261 | 6 / 7 |
| 2026-09-19 | $-1.50 | $493,619,183 | 6 / 7 |
| 2026-09-20 | $-1.50 | $493,619,183 | 6 / 7 |
| 2026-09-21 | $-1.50 | $493,619,183 | 6 / 7 |
| 2026-09-22 | $-1.50 | $493,619,183 | 6 / 7 |
| 2026-09-23 | $-1.50 | $493,619,183 | 6 / 7 |
| 2026-09-24 | $-1.51 | $484,833,806 | 5 / 6 |
| 2026-09-25 | $-1.51 | $484,833,806 | 5 / 6 |
| 2026-09-26 | $-1.51 | $484,833,806 | 5 / 6 |
| 2026-09-27 | $-1.51 | $484,833,806 | 5 / 6 |
| 2026-09-28 | $-1.51 | $484,833,806 | 5 / 6 |
| 2026-09-29 | $-1.51 | $484,813,806 | 5 / 6 |
| 2026-09-30 | $-1.51 | $484,813,806 | 5 / 6 |
| 2026-10-01 | $-1.51 | $484,813,806 | 5 / 6 |
| 2026-10-02 | $-1.51 | $484,813,806 | 5 / 6 |
| 2026-10-03 | $-1.50 | $493,601,001 | 5 / 7 |
| 2026-10-04 | $-1.50 | $493,601,001 | 6 / 7 |
| 2026-10-05 | $-1.50 | $493,601,001 | 6 / 7 |
| 2026-10-06 | $-1.50 | $493,601,001 | 6 / 7 |
| 2026-10-07 | $-1.50 | $493,601,001 | 6 / 7 |
| 2026-10-08 | $-1.45 | $505,079,221 | 6 / 7 |
| 2026-10-09 | $-1.45 | $503,979,876 | 6 / 7 |
| 2026-10-10 | $-1.45 | $503,999,876 | 6 / 7 |
| 2026-10-11 | $-1.43 | $497,139,876 | 5 / 6 |
| 2026-10-12 | $-1.43 | $497,139,876 | 5 / 6 |
| 2026-10-13 | $-1.43 | $497,139,876 | 5 / 6 |
| 2026-10-14 | $-1.43 | $497,139,876 | 5 / 6 |
| 2026-10-15 | $-1.43 | $497,139,876 | 5 / 6 |
| 2026-10-16 | $-1.43 | $497,139,876 | 5 / 6 |
| 2026-10-17 | $-1.43 | $497,139,876 | 5 / 6 |
| 2026-10-18 | $-1.43 | $497,139,876 | 5 / 6 |
| 2026-10-19 | $-1.43 | $497,139,876 | 5 / 6 |
| 2026-10-20 | $-1.43 | $497,139,876 | 5 / 6 |
| 2026-10-21 | $-1.43 | $497,139,876 | 5 / 6 |
| 2026-10-22 | $-1.43 | $497,139,876 | 5 / 6 |
| 2026-10-23 | $-1.43 | $497,139,876 | 5 / 6 |
| 2026-10-24 | $-1.43 | $497,139,876 | 5 / 6 |
| 2026-10-25 | $-1.43 | $497,139,876 | 5 / 6 |
| 2026-10-26 | $-1.43 | $497,139,876 | 5 / 6 |
| 2026-10-27 | $-1.43 | $497,139,876 | 5 / 6 |
| 2026-10-28 | $-1.43 | $497,139,876 | 5 / 6 |
| 2026-10-29 | $-1.43 | $497,139,876 | 5 / 6 |
| 2026-10-30 | $-1.43 | $497,139,876 | 5 / 6 |
| 2026-10-31 | $-1.43 | $497,139,876 | 5 / 6 |
| 2026-11-01 | $-1.43 | $497,139,876 | 5 / 6 |
| 2026-11-02 | $-1.43 | $497,139,876 | 5 / 6 |
| 2026-11-03 | $-1.43 | $497,143,266 | 5 / 6 |
| 2026-11-04 | $-1.42 | $497,887,334 | 4 / 6 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Latest: 9 Buy / Strong Buy · 0 Hold · 2 Sell / Strong Sell
Recent actions · Oct 6–Nov 4 · 4 recorded
0 raises · 2 cuts · 0 unchanged · 0 without a comparable prior
Oct 6, 2026–Nov 4, 2026. Each firm's latest positive target is paired only with its immediately prior positive target from the same provider, at most 180 days earlier. Unmatched observations have one dot; conflicting observations are not compared.
2 of 3 published conditions remain under pressure or need verification. The next results need to address those conditions.
The dated weekly assessment and its assumptions are available in Read detailed Outlook.