The space race has a new frontrunner on Wall Street. On Monday, March 30, 2026, Voyager Technologies (VOYG) saw its stock jump 4.9% in premarket trading, hitting $23.90. This rally was ignited by a glowing new report from Citi (C) analyst John Godyn, who launched coverage on the aerospace & defense company with a $36 price target, predicting a massive 58% upside from current levels.
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Godyn Sees “Catalyst-Rich” Year Ahead for Space Infrastructure
While Voyager has faced a tough ride since its IPO, today’s report from Citi suggests the bottom is in. Godyn believes the market is sleeping on how many major deals the company is about to win. In his report released today, he wrote, “We see a catalyst-rich 2026 marked by new business award activity driving significant upside in shares.”
This optimism is further fueled by Voyager being a lead partner on Starlab, the massive project intended to replace the International Space Station by 2030. Partnering with heavyweights like Airbus (EADSF), Mitsubishi (MSBHF), and Palantir (PLTR), Voyager is positioning itself as the primary landlord of the future space-based economy.
Missile Defense and the Golden Dome Provide a Massive Safety Net
Beyond the stars, Voyager is also becoming a key player in national security. With conflict rising in Iran, the U.S. military is scrambling to replenish its missile stocks. Godyn’s report highlights Voyager’s exposure to this “fast-growing missile market” and its potential role in the Golden Dome, the missile defense shield.
Because of these defense ties, Godyn is projecting $250 million in sales for 2026. This is significantly higher than the $230 million Wall Street was originally expecting. The analyst believes that winning even a single major missile propulsion contract could send the stock back toward its post-IPO highs.
Is VOYG Stock a Good Buy?
Even though the stock has slid from its peak of $72.95, professional investors are refusing to jump ship. According to TipRanks, the analysts’ consensus rating for Voyager Technologies is Strong Buy, based on four Buys and one Hold rating over the past three months. With that comes an average 12-month VOYG stock price target of $41.20, representing a potential 80.8% upside for the shares.
