New York, January 17, 2026, 09:24 EST — Market closed.
- Shares of Voyager Technologies closed Friday 6.7% higher, reaching $35.38
- Morgan Stanley raised its price target to $39 but maintained an Equal Weight rating
- CEO Dylan Taylor revealed a 150,000-option grant in an SEC filing
Shares of Voyager Technologies jumped 6.7% on Friday, closing at $35.38. The U.S.-listed space and defense contractor wrapped up yet another solid week of gains.
This shift is significant as investors pivot back to space- and defense-related stocks amid Washington’s renewed focus on “space superiority” and revamped procurement priorities. Analysts are reexamining how these policies might impact contract awards and company valuations. 1
Voyager, active in defense tech and space solutions and holding a stake in the Starlab commercial space station project, has emerged as a high-beta vehicle to tap into that sector. 2
Morgan Stanley bumped its price target on Voyager to $39 from $25 but maintained an “Equal Weight” rating, according to a report by TheFly. (“Equal Weight” signals expectations that the stock will perform roughly in line with its sector.) 3
The bank highlighted the new “Ensuring American Space Superiority” executive order as generally positive for the space-technology sector, but noted investors remain cautious, waiting to see if the goals turn into real business opportunities. 3
Separately, an SEC filing revealed that CEO Dylan Taylor was granted 150,000 stock options at an exercise price of $31.24. These options are dated Jan. 13 and were filed on Jan. 15. The filing suggests this is a compensation award, not a purchase on the open market. 4
On Friday, Voyager released an update detailing its Voyager Institute for Space, Technology and Advancement (VISTA). The company described it as a U.S. “science park” network focused on in-space research and manufacturing, anchored by a hub at Ohio State University, along with partnerships at other universities. 5
Analysts covering the space sector have been updating their targets and ratings in recent days, signaling renewed attention to the group after a quiet period late last year. 6
But the stock’s volatility goes both ways. Voyager is still operating at a loss, with investors zeroing in on execution risks tied to space-station projects and the timing and strength of government contracts—factors that could shift or get delayed if policy support weakens or awards don’t arrive as expected. 7
U.S. markets are closed for the weekend, leaving the immediate question of whether Friday’s surge will stick or if traders will pull back after the steep multi-day rally and increased focus on the sector. 8
Voyager’s upcoming earnings report, scheduled for Feb. 25 according to market calendars, will be the next major milestone. Investors will focus on backlog figures, cash burn, and any news on Starlab and related projects. 9
