• Voyager Technologies recently announced a new contract with Space LiinTech to manage a drug-discovery payload to the International Space Station, providing mission integration, payload configuration support, and end-to-end operational guidance for microgravity-enabled protein crystallization research.

• This mission, which incorporates AI-driven automation and builds on Voyager’s patented microgravity crystal manufacturing method, underscores the company’s expanding role at the intersection of space infrastructure, biotechnology, and advanced materials for high-performance communications.

• We’ll now explore how this ISS drug-discovery contract and AI-enabled research payload shape Voyager Technologies’ broader investment narrative.

AI is about to change healthcare. These 109 stocks are working on everything from early diagnostics to drug discovery. The best part – they are all under $10b in market cap – there’s still time to get in early.

For Voyager Technologies, the big-picture belief is that its mix of defense, national security and space-infrastructure capabilities can support a business that grows into its current premium valuation, despite ongoing losses and a rich 14x price-to-sales multiple. The new Space LiinTech ISS drug-discovery contract, paired with January’s patent on microgravity crystal manufacturing, strengthens the story that Voyager can be a preferred “mission manager” as microgravity R&D scales across biotech and advanced materials. In the near term, though, this contract looks more like a credibility and pipeline signal than a needle-moving revenue event, especially after the recent share price jump and already tight gap to consensus targets. The key short term catalysts still sit in execution on larger defense and government programs, validating the new crystal process on the ISS, and showing progress toward narrowing losses, while the biggest risk remains that growth in these newer space-enabled lines takes longer or costs more than the market currently prices in.

However, investors should also factor in how much optimism is already embedded in the stock. Voyager Technologies’ shares have been on the rise but are still potentially undervalued. Find out how large the opportunity might be.

Twelve fair value estimates from the Simply Wall St Community span from single digit US$ levels to very large five figure targets, underlining how far apart individual views are on Voyager’s upside. Set that against the recent ISS contract and patent momentum, and you can see why opinions on whether current revenue growth can offset continued losses are so divided, making it worth weighing several of these perspectives before deciding how this stock fits into your portfolio.