Voyager Technologies should be down more after NASA signaled that current commercial low-Earth-orbit station plans will not work. NASA said the projects are too hard for companies like Vast and Voyager, that it lacks the money to fund them, and that no commercial market exists to support them. x.com  x.com 

Intuitive Machines is very cheap for its growth prospects, with 2027 revenue set to exceed $1 billion, closer to $1.1 billion. It should start breaking even in 2026 and be slightly profitable in 2027, a massive improvement from 2025. Investors now see an unprofitable, cash-hungry company, but once that changes, the window to buy it this cheaply will start to close. x.com 

Voyager Technologies is a space company in the right sector at the right time, with a growing, mostly government backlog of $275M. Revenue is very small against its $2B market cap and the company burns cash, but $429M of cash against a $67M quarterly burn implies 2-3 years of runway before it would urgently need to raise capital. It was not a favorite in earlier space research, but the stock is breaking out of a wedge that looks good to the mid-$40s as a swing trade. x.com 

Rocket Lab's after-hours selloff on a record quarter is a buying opportunity because it is becoming a space prime, one of only two full-stack space companies alongside SpaceX. Revenue hit a record $234M, up 62%, backlog a record $2.36B, up 137%, with more than $1B of Q3 contracts signed and $2.4B of cash. On VICTUS HAZE it launched in 16h42m against a 24-hour window. CEO Peter Beck said Neutron delay coverage is exaggerated. Rating stays Overweight with a $130 target. x.com  x.com  x.com 

Planet Labs has an excellent fundamental trend and is a long-term pick within the smaller-cap space theme, though it is less attractive than Rocket Lab on both fundamentals and technicals. The worst of the pain is likely done, even if more near-term shakeout comes. Rocket Lab tackles a much larger addressable market with near-flawless execution. x.com  x.com 

Voyager Technologies is a cheap picks-and-shovels play on the new space economy through its propulsion and electronic systems. It grew 54% in Q1 and trades at only about 4x forward sales with over 50% growth, one of the cheapest space plays, and a recent acquisition should expand its space presence. It is a smaller speculative position whose story could just be starting if the space theme works out. x.com 

Voyager Technologies' nearly 20% drop on a $350M convertible note offering looks excessive for a business that was always going to need substantial capital. It is fundamentally capital intensive, so if it executes this won't be its last raise. Dilution matters a lot, but it shouldn't surprise anyone here. @wealthmatica, who flagged the stock, senses a buying opportunity soon. x.com 

Voyager Technologies looks particularly interesting as a picks-and-shovels supplier to the space economy. At a $1.5B market cap, it builds propulsion, missile defense, spacecraft electronics, space intelligence and agentic AI, stations, lunar infrastructure and orbital computing; it partners with Palantir and Anduril. Rocket Lab, AST SpaceMobile and Voyager could be like Apple, Microsoft and Intel in the 1980s: their value in two decades matters more than in two years. x.com 

Voyager Technologies is mispriced even more deeply than Wedbush suggests. Per Wedbush, which started coverage at Outperform with a $46 target, the market treats Voyager as a single space-station story when it is two: a profitable defense technology platform with record backlog tied to Golden Dome missile defense, and the commercial transition of low Earth orbit. Golden Dome procurement moves faster than legacy defense, first-mover data contracts compound, and the LEO business is a free option. … Show more

Voyager Technologies is a real defense business hiding behind a space station narrative. A convertible debt ceiling that most retail investors do not see coming is a risk to watch, and a very specific entry trigger is still pending. x.com