Firefly Aerospace Is Going Public. The Stock Starts Trading Thursday.
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Aug 06 2025
0mins
Should l Buy VOYG?
Source: Barron's
Successful Lunar Landing: Firefly Aerospace's Blue Ghost lunar lander successfully landed on the moon in March.
IPO Challenge: The company now faces the challenge of convincing Wall Street that its stock has potential for a successful IPO.
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Analyst Views on VOYG
Wall Street analysts forecast VOYG stock price to rise
5 Analyst Rating
4 Buy
1 Hold
0 Sell
Strong Buy
Current: 26.310
Low
25.00
Averages
38.80
High
45.00
Current: 26.310
Low
25.00
Averages
38.80
High
45.00
About VOYG
Voyager Technologies, Inc. is a defense technology and space solutions company. The Company is developing and delivering transformative, mission-critical solutions to customers, enabled by its advanced technology, analytics and space infrastructure capabilities. Its solutions include communications and intelligence collection systems, defense systems, advanced space technology, in-space infrastructure and space mission services. The Company’s business consists of diversified solutions across three business segments: Defense & National Security provides mission-critical solutions to protect dynamic and contested domains; Space Solutions delivers space infrastructure, advanced space technology, science systems and mission services that power commercial, academic and government missions from low-Earth orbit to deep space, and Starlab Space Stations, is a commercial space station planned to succeed the ISS and provide continued permanent human presence in space.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Voyager Technologies Schedules Q4 2025 Earnings Call
- Earnings Call Schedule: Voyager Technologies will host its Q4 2025 earnings results conference call on March 10, 2026, at 9 a.m. ET, with senior management participating, indicating the company's commitment to transparency and investor communication as results will be published after market close on March 9, 2026.
- Live Webcast and Replay: The call will be available via live webcast on the Events & Presentations section of Voyager's investor relations website, with a replay accessible approximately one hour after the call, ensuring that investors who cannot attend live can still access critical information, enhancing investor engagement.
- Shareholder Q&A Session: Voyager is partnering with Robinhood's Say Technologies to enable verified retail and institutional shareholders to post and upvote questions starting February 23, 2026, with management responding to selected top-voted questions during the call, reflecting the company's emphasis on shareholder feedback.
- Company Mission and Vision: Voyager Technologies focuses on defense and space technology, committed to delivering transformative, mission-critical solutions aimed at tackling complex challenges, fortifying national security, and protecting critical assets, showcasing its strategic positioning and long-term growth potential in the industry.
See More
Starlab Partners with Auxilium to Advance Space Biomanufacturing
- Biomanufacturing Partnership: Starlab Space LLC has partnered with Auxilium Biotechnologies to provide 3D bioprinting and biofabrication capabilities aboard its commercial space station, significantly advancing research in regenerative medicine and implantable medical devices.
- Innovative Technology Application: Auxilium's AMP-1 3D bioprinter has successfully mass-produced complex structures aboard the International Space Station, and will accelerate the translation from experimental biology to manufacturable products at Starlab, enhancing production capabilities in life sciences.
- Microgravity Advantages: 3D printing in microgravity enables tissue architectures and material properties unattainable under standard gravity, facilitating breakthroughs in drug development, cell growth, and disease modeling, with significant clinical application potential.
- Market-Driven Model: Starlab's business model aims to reduce costs and complexities for researchers and commercial partners, ensuring rapid certification and operation through a single-launch, no-assembly-required design, thereby maximizing research efficiency and outcomes.
See More
Auxilium Partners with Starlab to Advance Space Bioprinting
- Space Bioprinting Capabilities: Auxilium will provide 3D bioprinting and biofabrication capabilities aboard the Starlab space station, aimed at enhancing R&D in regenerative medicine, implantable medical devices, and tissue engineering, marking a significant advancement in the field of space biomanufacturing.
- Microgravity Advantage: Auxilium's AMP-1 platform successfully created tiny functional blood vessels aboard the International Space Station in under an hour, an achievement not possible on Earth, which opens possibilities for supporting astronaut health during long missions to the Moon and Mars.
- Accelerating Product Translation: The collaboration with Starlab will accelerate the translation from experimental biology to manufacturable products, positioning AMP-1 as a production facility for the next generation of life science technologies in space, thereby advancing complex tissue engineering applications.
- Innovative Infrastructure: The infrastructure provided by Starlab will lower barriers for industry and academia, fostering high-impact research and manufacturing that will lead to breakthrough therapies, ultimately improving lives on Earth.
See More
NASA Awards Voyager $24.5M Contract for ISS Operations Through 2030
- Contract Value and Duration: Voyager Technologies has been awarded a $24.5 million Indefinite Delivery/Indefinite Quantity contract by NASA, spanning four years to provide comprehensive mission management services for the International Space Station, ensuring stability in mission execution for years to come.
- Mission Management Capabilities: The contract encompasses end-to-end services from payload integration to mission operations, safety compliance, and post-mission closeout, showcasing Voyager's ability to manage high-tempo operational requirements and reinforcing its leadership in the space mission management sector.
- Near-Term Mission Plans: Voyager anticipates onboarding three payload missions in the upcoming quarter, reflecting strong demand for ongoing ISS operations and providing the company with a steady pipeline of task orders that ensure sustainable future revenue.
- Historical Performance and Future Outlook: Under a previous NASA contract, Voyager successfully executed over 50 task orders, demonstrating its capability in complex space missions, and will continue to apply the same integrated services for next-generation commercial platforms like Starlab, driving long-term growth for the company.
See More
Novo Nordisk to Air First Super Bowl Ad Featuring Celebrities
- Advertising Strategy: Novo Nordisk will air its first-ever Super Bowl ad featuring celebrities like DJ Khaled and Kenan Thompson, aiming to leverage this national event to boost brand visibility, despite recent stock price declines due to lowered sales forecasts.
- Increased Market Competition: The company anticipates weaker sales for its weight-loss drugs due to intensified competition, particularly from Eli Lilly and Hims & Hers, which has launched a cheaper version of Wegovy, potentially eroding market share further.
- Space Technology Challenges: Voyager Technologies CEO Dylan Taylor highlighted that building orbiting data centers presents significant challenges in cooling, as heat dissipation must occur through radiation in the absence of a medium, raising the bar for technical design.
- IPO Plans: SpaceX is reportedly eyeing an IPO later this year following its recent merger with xAI, which could provide financial and market expansion support, further solidifying its leadership position in the space industry.
See More
Voyager CEO Discusses Challenges of Space Data Centers
- Timeline for Space Data Centers: Voyager CEO Dylan Taylor stated that a two-year timeframe for developing space data centers is considered 'aggressive', indicating challenges in technology maturation, particularly due to the lack of cooling solutions that could impact project timelines.
- Cooling Technology Challenges: Taylor highlighted that the absence of a medium to conduct heat in space presents a major barrier, as all heat dissipation must occur via radiation, necessitating radiators to be oriented away from the Sun, which complicates the construction of data centers in space.
- Market Investment Interest: Interest in space technology investments has surged over the past year, driven by President Trump's plans to boost defense spending and revamp the national space program, particularly with the anticipated SpaceX IPO later this year fueling investor enthusiasm in the sector.
- Poor Stock Performance: Despite Voyager going public in June, its stock has lost more than half its value since debut, reflecting the investment risks associated with space tech companies, especially in light of Firefly Aerospace's nearly two-thirds drop in value since its August IPO.
See More
Voyager Technologies Schedules Q4 2025 Earnings Call
- Earnings Call Schedule: Voyager Technologies will host its Q4 2025 earnings results conference call on March 10, 2026, at 9 a.m. ET, with senior management participating, indicating the company's commitment to transparency and investor communication as results will be published after market close on March 9, 2026.
- Live Webcast and Replay: The call will be available via live webcast on the Events & Presentations section of Voyager's investor relations website, with a replay accessible approximately one hour after the call, ensuring that investors who cannot attend live can still access critical information, enhancing investor engagement.
- Shareholder Q&A Session: Voyager is partnering with Robinhood's Say Technologies to enable verified retail and institutional shareholders to post and upvote questions starting February 23, 2026, with management responding to selected top-voted questions during the call, reflecting the company's emphasis on shareholder feedback.
- Company Mission and Vision: Voyager Technologies focuses on defense and space technology, committed to delivering transformative, mission-critical solutions aimed at tackling complex challenges, fortifying national security, and protecting critical assets, showcasing its strategic positioning and long-term growth potential in the industry.
See More
Starlab Partners with Auxilium to Advance Space Biomanufacturing
- Biomanufacturing Partnership: Starlab Space LLC has partnered with Auxilium Biotechnologies to provide 3D bioprinting and biofabrication capabilities aboard its commercial space station, significantly advancing research in regenerative medicine and implantable medical devices.
- Innovative Technology Application: Auxilium's AMP-1 3D bioprinter has successfully mass-produced complex structures aboard the International Space Station, and will accelerate the translation from experimental biology to manufacturable products at Starlab, enhancing production capabilities in life sciences.
- Microgravity Advantages: 3D printing in microgravity enables tissue architectures and material properties unattainable under standard gravity, facilitating breakthroughs in drug development, cell growth, and disease modeling, with significant clinical application potential.
- Market-Driven Model: Starlab's business model aims to reduce costs and complexities for researchers and commercial partners, ensuring rapid certification and operation through a single-launch, no-assembly-required design, thereby maximizing research efficiency and outcomes.
See More
Auxilium Partners with Starlab to Advance Space Bioprinting
- Space Bioprinting Capabilities: Auxilium will provide 3D bioprinting and biofabrication capabilities aboard the Starlab space station, aimed at enhancing R&D in regenerative medicine, implantable medical devices, and tissue engineering, marking a significant advancement in the field of space biomanufacturing.
- Microgravity Advantage: Auxilium's AMP-1 platform successfully created tiny functional blood vessels aboard the International Space Station in under an hour, an achievement not possible on Earth, which opens possibilities for supporting astronaut health during long missions to the Moon and Mars.
- Accelerating Product Translation: The collaboration with Starlab will accelerate the translation from experimental biology to manufacturable products, positioning AMP-1 as a production facility for the next generation of life science technologies in space, thereby advancing complex tissue engineering applications.
- Innovative Infrastructure: The infrastructure provided by Starlab will lower barriers for industry and academia, fostering high-impact research and manufacturing that will lead to breakthrough therapies, ultimately improving lives on Earth.
See More
NASA Awards Voyager $24.5M Contract for ISS Operations Through 2030
- Contract Value and Duration: Voyager Technologies has been awarded a $24.5 million Indefinite Delivery/Indefinite Quantity contract by NASA, spanning four years to provide comprehensive mission management services for the International Space Station, ensuring stability in mission execution for years to come.
- Mission Management Capabilities: The contract encompasses end-to-end services from payload integration to mission operations, safety compliance, and post-mission closeout, showcasing Voyager's ability to manage high-tempo operational requirements and reinforcing its leadership in the space mission management sector.
- Near-Term Mission Plans: Voyager anticipates onboarding three payload missions in the upcoming quarter, reflecting strong demand for ongoing ISS operations and providing the company with a steady pipeline of task orders that ensure sustainable future revenue.
- Historical Performance and Future Outlook: Under a previous NASA contract, Voyager successfully executed over 50 task orders, demonstrating its capability in complex space missions, and will continue to apply the same integrated services for next-generation commercial platforms like Starlab, driving long-term growth for the company.
See More
Novo Nordisk to Air First Super Bowl Ad Featuring Celebrities
- Advertising Strategy: Novo Nordisk will air its first-ever Super Bowl ad featuring celebrities like DJ Khaled and Kenan Thompson, aiming to leverage this national event to boost brand visibility, despite recent stock price declines due to lowered sales forecasts.
- Increased Market Competition: The company anticipates weaker sales for its weight-loss drugs due to intensified competition, particularly from Eli Lilly and Hims & Hers, which has launched a cheaper version of Wegovy, potentially eroding market share further.
- Space Technology Challenges: Voyager Technologies CEO Dylan Taylor highlighted that building orbiting data centers presents significant challenges in cooling, as heat dissipation must occur through radiation in the absence of a medium, raising the bar for technical design.
- IPO Plans: SpaceX is reportedly eyeing an IPO later this year following its recent merger with xAI, which could provide financial and market expansion support, further solidifying its leadership position in the space industry.
See More
Voyager CEO Discusses Challenges of Space Data Centers
- Timeline for Space Data Centers: Voyager CEO Dylan Taylor stated that a two-year timeframe for developing space data centers is considered 'aggressive', indicating challenges in technology maturation, particularly due to the lack of cooling solutions that could impact project timelines.
- Cooling Technology Challenges: Taylor highlighted that the absence of a medium to conduct heat in space presents a major barrier, as all heat dissipation must occur via radiation, necessitating radiators to be oriented away from the Sun, which complicates the construction of data centers in space.
- Market Investment Interest: Interest in space technology investments has surged over the past year, driven by President Trump's plans to boost defense spending and revamp the national space program, particularly with the anticipated SpaceX IPO later this year fueling investor enthusiasm in the sector.
- Poor Stock Performance: Despite Voyager going public in June, its stock has lost more than half its value since debut, reflecting the investment risks associated with space tech companies, especially in light of Firefly Aerospace's nearly two-thirds drop in value since its August IPO.
See More
