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Wedbush表示，Voyager Technologies已做好充分準備，迎接太空和國防領域日益增長的需求，該公司將於第一季業績公佈。

-- Wedbush週五表示，Voyager Technologies (VOYG) 憑藉其穩健的商業模式，在市場波動中保持韌性，因此在即將發布第一財季財報之際，有望從航太和國防市場不斷增長的需求中獲益。 報告指出，Voyager在導引、導航與控制、數位系統、安全通訊以及人工智慧驅動的情報、監視與偵察等領域的業務組合，應能隨著時間的推移，尤其是在地緣政治緊張局勢加劇的情況下，逐步贏得更多訂單。 報告也指出，儘管需求強勁，且2025財年毛利率達到18%（長期目標為30%至35%），但這家航空航太公司的核心「國防」和「航太服務業務」仍被「低估」。此外，收購Estes Energetics將鞏固其在與美國國防優先事項相關的飛彈供應鏈中的地位。 Voyager公司定位於“國防現代化與商業航太基礎設施的交匯點”，具備近地軌道基礎設施、推進系統和國防級資料處理能力。 Wedbush表示，美國不斷增長的國防開支可能帶來更多機遇，而該公司近期獲得美國國家航空暨太空總署（NASA）的訂單，將在2028年前執行第七次私人太空人前往國際太空站的任務，這進一步推動了航太營運私有化的趨勢。 Wedbush維持對Voyager Technologies的「跑贏大盤」評級和46美元的目標價，同時調整了預測，以反映該公司下半年業績將更加突出，因為其專案儲備將轉化為實際收入成長。

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

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