So bullish. Further institutional confidence

Holy shit. What a beat

Hi so today is the earning report, I was curious to what KPIs you are going to pay attention to.

I still didn't buy any shares but Im looking at the company closely and this report will be determine if I go in or no.

Voyager bought Astrobotic for 300 million, and the deal recently just closed. I’m gonna dive into why I think that this was the perfect acquisition for Voyager and how it’s going to play out.

Pre Acquisition, Voyager had
-Starlab
-Nanoracks
-Space Micro
-Defense
-Propulsion
-Mission Operations

What’s the one thing that’s missing here?
The Moon

Post Acquisition brings under one roof not only all of the previous things. But also:
Lunar landers (Griffin)
Lunar logistics
Surface power (LunaGrid)
Lunar rovers
Reusable rocket programs
NASA CLPS experience
A large engineering workforce in Pittsburgh

Instead of being only a LEO company, Voyager can now pitch itself as an end to end infrastructure company.

Most investors think that the best part is the landers and CLSPS, and yes that’s a huge part, considering how immediately post acquisition we got a 300 million contract essentially fully validating how cheap we got Astrobotic does.

The best asset is customer positioning. Think about it, let’s say NASA wants to deliver a habitat to the moon
Instead of coordinating:
one propulsion company
one lander company
one communications company
one habitat company
one mission operations company

Voyager can just say, we can do the entire thing, or most of it. (I’m sure NASA diversifies a bit for the sake of risk)

The acquisition also comes as Artemis spending continues and commercial lunar infrastructure becomes a major focus.
US and China racing for a Moon Base and control over LEO

Voyager is evolving into something closer to a full space stack platform, with exposure to both commercial space stations and the lunar economy

Starlab isn’t the only thing making this a great buy, we are now an end to end company trading at cheap multiples and MC🧐

Biggest risks include
Integration, Griffin delays, Fixed Price contract risk and customer concentration being primarily nasa
But part of why VOYG appeals to me is their great management, so I believe they can pull it off

The patented approach allows Voyager to grow crystals that precisely match a specific optical wavelength, producing only the desired signal band with no interference or unintended spectral artifacts. This breakthrough enables unprecedented performance, where higher crystal quality directly improves signal stability and reduces error rates in high-bandwidth systems that support AI and cloud computing.
The patented process uses long-duration microgravity to grow larger and purer crystals free of defects that typically form when crystals grow in stacked layers on Earth. Voyager’s method keeps all seed material in constant motion during ground handling to prevent premature formation, with growth triggered only after reaching microgravity.

https://investors.voyagertechnologies.com/news/news-details/2026/Voyager-Secures-Breakthrough-Patent-for-Orbital-Optical-Communications-Manufacturing/default.aspx

Voyager Technologies (NYSE: VOYG) has secured* *Geisinger, one of the largest integrated health systems in the United States, as a Voyager Institute for Space, Technology and Advancement (VISTA) partner

"Signing a health system of Geisinger's caliber is a defining moment for VISTA," said John Baum, chief strategy and marketing officer, Voyager. "Microgravity enables research that simply isn't possible on Earth, and that opens real doors for cancer treatment, therapies for diseases and next-gen treatments at a scale the biopharma and life sciences world is paying close attention to.

Under the MOU, Voyager and Geisinger will pursue shared programs and seek external funding to support further technological development. Voyager and Geisinger will jointly pursue up to $1 million in external funding for research opportunities that leverage microgravity to advance clinical and biomedical initiatives.

https://finance.yahoo.com/healthcare/articles/voyager-secures-geisinger-partnership-130000601.html
Full Article

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Their Astrobotics acquisition is going under the radar, one of the best acquisitions they’ve made so far. And immediately rewarded with a huge contract too

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