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AST SpaceMobile stock held firm despite an earnings miss. Its technical setup suggests it could follow space peer Voyager Technologies higher.

Record bookings and backlog signal strong demand across defense and space sectors.

Voyager Technologies (NYSE:VOYG) reported record second-quarter revenue, bookings and backlog as demand increased across defense modernization, national security and space-related programs. The company also raised its full-year 2026 revenue outlook following the July acquisition of lunar-services co

Voyager Technologies Inc (VOYG) posts record $53 million in revenue and $113 million in bookings, raising full-year guidance amid strong defense and space demand.

On Tuesday, Voyager Technologies soared after smashing earnings estimates a day earlier. The stock is up roughly 35% this year.

Moby summary of Voyager Technologies, Inc.'s Q2 2026 earnings call

Dylan Taylor: Thank you, Adi, and good morning, everyone. Voyager had an outstanding first quarter with record backlog, a book-to-bill ratio of 1.3 and significant traction on new contracts, including Golden Dome. The backlog growth reflects broad-based demand and multiple awards across the Golden Dome architecture, additional work on next-generation interceptor and as importantly, we were awarded a contract with Raytheon to develop advanced technologies for their standard missile interceptor program, a major win for us.

Moby summary of Voyager Technologies, Inc.'s Q1 2026 earnings call

Space IPO plays Firefly Aerospace and Voyager Technologies report late Monday. Rocket Lab reports Thursday.