BofA starts Voyager Technologies at Buy on security and space exposure

BofA initiated coverage of Voyager Technologies (VOYG) with a Buy rating and $50 price target Voyager’s content on the Next Generation Interceptor program is a meaningful driver of company growth, but also expands the opportunity to gain share on similar programs, the analyst tells investors. The firm applies multiple on its 2026 estimates slightly higher than defense tech peers to reflect the company’s offerings across guidance, navigation and control systems, its exposure to “critical and well supported national security and space programs,” and upside presented by Starlab and M&A, the analyst tells investors.