Senvest Management Acquires 2.82M Shares of Voyager Technologies Inc for $110M, Boosting Stake to 4.42%

Senvest Management, LLC acquired 2,815,648 shares of Voyager Technologies Inc at $39.25 per share, representing 4.42% of the firm's holdings. This strategic move highlights the firm's interest in the defense and space technology sectors. Voyager Technologies Inc operates through three divisions: Defense and National Security, Space Solutions, and Starlab Space Stations, with a market capitalization of $1.73 billion. Despite its promising start, the company's stock has faced challenges, with a current price of $29.29, reflecting a decline since its IPO.

Senvest Management, LLC recently acquired 2,815,648 shares of Voyager Technologies Inc. (NYSE:VOYG), representing a 4.42% stake in the firm, at $39.25 per share. This strategic move underscores Senvest's interest in the defense and space technology sectors, where Voyager Technologies operates through three divisions: Defense and National Security, Space Solutions, and Starlab Space Stations. The acquisition comes as Voyager Technologies faces challenges, with its stock price declining from an initial public offering (IPO) level to $29.29 as of July 2, 2025.

Voyager Technologies, a defense technology company specializing in radar and AI solutions, has shown concerning fundamentals. Despite reporting $148.47 million in revenue, the company struggled with profitability, reporting negative EBITDA of $45.73 million and a concerning EPS of -$11.02. The stock was trading at $54.37 when InvestingPro’s Fair Value analysis indicated significant downside risk [1].

The Fair Value model’s bearish thesis proved accurate, as VOYG shares declined to $29.29, representing a 46% drop in just two months. The model’s precision in identifying overvalued securities is evident, with a deviation of just 0.17% from its predicted fair value range. Recent developments have reinforced the original valuation concerns, with Q2 2025 results showing 25% revenue growth but persistent profitability challenges [1].

Amphenol Corporation, a key player in the defense sector, recently entered into a binding agreement to acquire Trexon, a supplier of specialized cable and interconnect solutions, in a deal valued at approximately $1 billion. This acquisition, expected to be finalized by the fourth quarter of 2025, is set to enhance Amphenol’s portfolio in mission-critical connectivity solutions [2].

Investors can access similar actionable insights through InvestingPro’s suite of tools and analysis, which combine multiple valuation approaches to identify pricing disconnects before they correct. The platform’s Fair Value model, combined with real-time alerts and comprehensive fundamental analysis, helps subscribers identify both overvalued and undervalued opportunities across markets [1].

References:
[1] https://www.investing.com/news/investment-ideas/voyager-technologies-falls-46-after-investingpros-june-overvaluation-alert-93CH-4196523
[2] https://newsable.asianetnews.com/markets/amphenol-to-acquire-trexon-for-1-billion-in-defense-push-articleshow-h154wr1