Company Overview - Voyager Technologies is a Denver-based aerospace and defense technology company with a diversified portfolio that includes defense systems, space solutions, and commercial space station operations [9] - The company generates revenue through the sale and integration of defense technologies, space infrastructure, and ongoing services for commercial and government space operations, serving customers in the United States, Europe, the Middle East, and internationally [10] Financial Metrics - As of January 23, the stock price of Voyager Technologies was $34.58, with a market capitalization of $2.21 billion [5] - The company reported a trailing twelve months (TTM) revenue of $157.48 million and a net income of -$83.55 million [5] Recent Developments - On January 23, Liberty Street Advisors disclosed a purchase of 136,925 shares of Voyager Technologies, with an estimated transaction value of approximately $3.71 million based on quarterly average pricing [2][3] - Following this purchase, the value of Liberty Street Advisors' position in Voyager Technologies increased by approximately $1.60 million, reflecting both the share purchase and changes in the stock's price [3][7] - As of the quarter-end, Liberty Street Advisors held a total of 681,748 shares of Voyager Technologies, valued at $17.82 million, which constituted 29.81% of its 13F assets under management (AUM) [4][7] Market Position - Voyager Technologies' shares were priced at $34.58, representing a 12% increase from their initial public offering (IPO) price of $31 [4] - The company's position in Liberty Street Advisors' portfolio is significant, with Voyager Technologies accounting for 29.8% of AUM, while the top holding, NYSE:BETA, accounted for 47.15% [8]

Core Viewpoint - L3Harris Technologies, Inc. is a leading global aerospace and defense technology company, expected to announce its fiscal fourth-quarter earnings for 2025 soon, with analysts projecting a decline in earnings per share (EPS) for the current fiscal year but a rebound in the following year [1][2][3]. Financial Performance - Analysts expect LHX to report a profit of $2.79 per share on a diluted basis for the upcoming quarter, which represents a 19.6% decrease from $3.47 per share in the same quarter last year [2]. - For the full fiscal year, LHX is projected to report an EPS of $10.65, down 18.7% from $13.10 in fiscal 2024, but is expected to rise by 16.2% year over year to $12.38 in fiscal 2026 [3]. Stock Performance - LHX stock has outperformed the S&P 500 Index, gaining 39.4% over the past 52 weeks compared to the S&P 500's 15.7% increase, and also surpassed the Industrial Select Sector SPDR Fund's 17.7% gains during the same period [4]. - Following the Q3 results announcement, LHX shares closed up more than 3%, with an adjusted EPS of $2.70 exceeding Wall Street's expectations of $2.56, and revenue of $5.7 billion surpassing the forecast of $5.5 billion [5]. Analyst Ratings - The consensus opinion among analysts on LHX stock is bullish, with a "Strong Buy" rating overall; out of 21 analysts, 15 recommend a "Strong Buy" and six suggest a "Hold" [6]. - The average analyst price target for LHX is $332.35, indicating a potential upside of 12.3% from current levels [6].

Core Viewpoint - Northrop Grumman Corporation has appointed John Greene as the new CFO, effective January 7, 2026, succeeding Ken Crews, who will leave the company on February 20, 2026, to pursue other interests [1][2]. Group 1: Leadership Transition - John Greene brings extensive experience in finance, having served as CFO for Discover Financial Services, Bioverativ, and Willis Group Holdings, among others [3]. - Ken Crews will assist in an advisory role to ensure a smooth transition until Greene officially takes over [2][3]. Group 2: Company Outlook - Northrop Grumman reaffirms its financial guidance for 2025 and outlook for 2026, as previously shared during the last quarterly earnings call on October 21 [4]. - The company is recognized as a leading global aerospace and defense technology firm, focusing on providing innovative solutions to meet customer needs [5].

Company Overview - Red Cat Holdings Inc. (NASDAQ: RCAT) operates in the aerospace and defense technology industry exclusively in the United States [1] - The company specializes in the development and supply of drones and drone-related software [1] Product and Services - Red Cat offers research and development of software solutions, including cloud-based analytics, storage, and services [1] - The company provides drones and related technology to enhance operational capabilities in various sectors [1]