Key Points
-
NASA chooses eight companies to share $10 billion in contracts to deliver payloads to the moon.
-
The 10-year contract period could expand to 15 years, and the contract awards could rise to $15 billion.
-
Voyager won its place in the contract by virtue of spending just $300 million to acquire Astrobotic earlier this year.
-
Voyager Technologies (NYSE:VOYG)stock rocketed nearly 17% through 2:10 p.m. ET Monday on news that NASA has chosen it (and seven other companies) to perform lunar cargo deliveries worth up to $10 billion.
Image source: Getty Images.
Missed AI’s “Act 1”? Act 2 Could Be 15x Bigger. Most investors think they missed the AI boat because they didn’t buy Nvidia in 2005. But according to our analysts, we’re only at the end of “Act 1″—the R&D phase. “Act 2” is the global rollout. Continue »
Details, please
According to the NASA press release, the following eight companies have been chosen to compete task-by-task for awards under the Commercial Lunar Payload Services, or CLPS initiative:
- Blue Origin
- Firefly Aerospace (NASDAQ:FLY)
- Intuitive Machines (NASDAQ:LUNR)
- ispace-U.S.
- Lockheed Martin Space (NYSE:LMT)
- Northrop Grumman Space Systems (NYSE:NOC)
- SpaceX (NASDAQ:SPCX)
- Voyager Technologies
NASA describes the contract as a “10-year, multiple-award, indefinite-delivery/indefinite-quantity master contract with a combined maximum value of $10 billion.”
What it means for Voyager stock
All eight space companies will compete for specific task orders, and no one winner is likely to win the full $10 billion. But even if Voyager wins no more than a 1/8 proportion of all the funds on offer, that would be $1.25 billion — more than five times the revenue Voyager collected from all its various divisions working on all its various projects over the past year.
So this is potentially a very big deal for Voyager Technologies, albeit it’s not guaranteed to be so. It validates the company’s decision to expand beyond orbital space station work and get involved in lunar projects as well. The company’s $300 million investment to purchase lunar lander-maker Astrobotic earlier this year is already paying off.
And it could pay off even more than NASA’s press release lets on! In its own announcement of its inclusion in the award, Voyager notes that if options are exercised on the contract, the $10 billion available could grow to $15 billion, and the contract could be extended from 2036 to 2041.
Should you buy stock in Voyager Technologies right now?
Before you buy stock in Voyager Technologies, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Voyager Technologies wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004… if you invested $1,000 at the time of our recommendation, you’d have $341,966!* Or when Nvidia made this list on April 15, 2005… if you invested $1,000 at the time of our recommendation, you’d have $1,146,819!*
Now, it’s worth noting Stock Advisor’s total average return is 852% — a market-crushing outperformance compared to 203% for the S&P 500. Don’t miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors.
See the 10 stocks »
*Stock Advisor returns as of November 9, 2026.
Rich Smith has positions in Intuitive Machines. The Motley Fool has positions in and recommends Firefly Aerospace, Intuitive Machines, Lockheed Martin, Northrop Grumman, and Space Exploration Technologies. The Motley Fool recommends Voyager Technologies. The Motley Fool has a disclosure policy.
