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Voyager Technologies (VOYG) Positioned to Benefit from Growth in Defense and Space Markets, Says Keybanc

Voyager Technologies, Inc. (NYSE:VOYG) is among the 8 Best Small-Cap Defense Stocks to Buy Right Now. However, on November 6, Keybanc slashed its price target for the stock to $45 from $50, citing ‘conservatism surrounding a prolonged government shutdown.’

However, the firm maintained its Overweight rating on the stock and noted that the company was on track to gain from rapid growth in the defense and space markets through potential contract awards and the advancement of Starlab development.

Keybanc’s adjustment followed the company’s third-quarter fiscal 2025 earnings call on November 3. The firm said it was keeping its earlier estimates. Despite the cut, the revised price target represents 126% upside from the November 14 closing price of $19.87.

Voyager Technologies, Inc. (NYSE:VOYG)’s shares have slumped by more than 40% over the past month, and the decline has continued following the earnings call. The company reported  revenue of $39.6 million, which largely remained flat year-over-year. Adjusted EPS was a loss of $0.22, but improved from a loss per share of $1.56 in the prior year’s quarter.

While Defense and National Security revenue grew 31% year-over-year, the top line for Space Solutions was down nearly 41%, driven by a wind-down of a multi-year contract with NASA. During the earnings call, the management acknowledged that the government shutdown could delay certain contracts and projects.

Voyager Technologies Inc. (NYSE:VOYG) is a defense technology and space solutions company that is committed to advancing and delivering transformative, mission-critical solutions.

While we acknowledge the risk and potential of VOYG as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than VOYG and that has 10,000% upside potential, check out our report about this cheapest AI stock.

READ NEXT: 13 Most Undervalued Stocks Under $20 to Buy and ChatGPT Stock Advice: Top 8 Defense Stocks

Disclosure: None.

The $250 Trillion AI Hype is Real. A few years from now, you’ll probably wish you’d bought this stock.

Dr. Inan Dogan

Dr. Ian Dogan

Co-Founder and Research Director at Insider Monkey

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard.

Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences.

At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000.

Do the math. According to Musk, this technology could be worth $250 trillion by 2040.

Put another way, that’s roughly equal to:

  • 175 Teslas
  • 107 Amazons
  • 140 Metas
  • 84 Googles
  • 65 Microsofts
  • And 55 Nvidias

And here’s the wild part — this $250 trillion wave isn’t tied to one company, but to an entire ecosystem of AI innovators set to reshape the global economy.

It’s a leap so massive, it could reshape how businesses, governments, and consumers operate worldwide.

Even if that $250 trillion figure sounds ambitious, major firms like PwC and McKinsey still see AI unlocking multi-trillion-dollar potential.

How could anything be worth that much?

The answer lies in a breakthrough so powerful it’s redefining how humanity works, learns, and creates.

And this breakthrough has already set off a frenzy among hedge funds and Wall Street’s top investors.

What most investors don’t realize is that one under-owned company holds the key to this $250 trillion revolution.

In fact, Verge argues this company’s supercheap AI technology should concern rivals.

Before I reveal the details, let’s talk about how some of the richest people on the planet are positioning themselves.

  • Bill Gates sees artificial intelligence as the “biggest technological advance in my lifetime,” more transformative than the internet or personal computer, capable of improving healthcare, education, and addressing climate change.
  • Larry Ellison — through Oracle, is spending billions on Nvidia chips and partnering with Cohere to embed generative AI across Oracle’s cloud and apps.
  • Warren Buffett — not known for tech hype — says this breakthrough could have a ‘hugely beneficial social impact.

When billionaires from Silicon Valley to Wall Street line up behind the same idea — you know it’s worth paying attention to.

Even as we admire what Tesla, Nvidia, Alphabet, and Microsoft have built, we believe an even greater opportunity lies elsewhere…

But the real story isn’t Nvidia — it’s a much smaller company quietly improving the critical technology that makes this entire revolution possible.

And judging by what I’m hearing from both Silicon Valley insiders and Wall Street veterans…

This prediction might not be bold at all:

A few years from now, you’ll wish you’d owned this stock.

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Dr. Inan Dogan

Dr. Ian Dogan

Co-Founder and Research Director at Insider Monkey

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Today, we have identified a nearly identical pattern in a digital-first giant trading at $3.

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