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Wedbush表示，Voyager Technologies已做好充分准备，迎接太空和国防领域日益增长的需求，该公司将于第一季度业绩公布。

-- Wedbush周五表示，Voyager Technologies (VOYG) 凭借其稳健的商业模式，在市场波动中保持韧性，因此在即将发布第一财季财报之际，有望从航天和国防市场不断增长的需求中获益。 报告指出，Voyager在制导、导航与控制、数字系统、安全通信以及人工智能驱动的情报、监视与侦察等领域的业务组合，应能随着时间的推移，尤其是在地缘政治紧张局势加剧的情况下，逐步赢得更多订单。 报告还指出，尽管需求强劲，且2025财年毛利率达到18%（长期目标为30%至35%），但这家航空航天公司的核心“国防”和“航天服务业务”仍被“低估”。此外，收购Estes Energetics将巩固其在与美国国防优先事项相关的导弹供应链中的地位。 Voyager公司定位于“国防现代化与商业航天基础设施的交汇点”，具备近地轨道基础设施、推进系统和国防级数据处理能力。 Wedbush表示，美国不断增长的国防开支可能带来更多机遇，而该公司近期获得美国国家航空航天局（NASA）的订单，将在2028年前执行第七次私人宇航员前往国际空间站的任务，这进一步推动了航天运营私有化的趋势。 Wedbush维持对Voyager Technologies的“跑赢大盘”评级和46美元的目标价，同时调整了预测，以反映该公司下半年业绩将更加突出，因为其项目储备将转化为实际收入增长。

Price: $32.90, Change: $+0.36, Percent Change: +1.09%

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