TSE:MDA

MDA Space Ltd. (MDA.TO)

44.66
-3.51 (7.29%)
as of Jul 13, 2026, 6:45:40 pm Market Open.
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Investor Insights
star iconJul 13, 2026, 12:00 am

This summary was created by AI, based on 51 opinions in the last 12 months.

MDA Space Ltd. is positioned strongly within the growing space economy, with a focus on satellite technology and defense applications. Despite some recent volatility, including the loss of a major contract with EchoStar, experts are generally optimistic about MDA's future, citing a robust backlog and expected revenue growth. The satellite business is seen as both critical and capital-intensive, yet MDA is viewed as more reasonably valued compared to its competitors, especially in light of the hype surrounding SpaceX. Moreover, analysts note MDA's ability to adapt and secure new contracts, particularly in the context of increased global defense spending. Overall, while there are concerns regarding competition and market fluctuations, the sentiment leans toward holding or gradually entering into the stock for long-term gains.

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Consensus
Hold
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Valuation
Fair Value
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BUY

Last week, the Telesat deal surprised everyone. Nobody saw it coming. MDA developed a technology that really dropped the costs, so they were able to raise the financing. That deal was a feather in the cap, but MDA's demand will grow anyway. He likes the story and is hanging on, not selling any shares.

PARTIAL BUY
Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research

EPS of 8c mostly matched estimates (8.2c); revenue of $196M was 1% better than expected. EBITDA of $40.4M was 11.5% better. Results were good, and guidance was raised. MDA also won a very large contract which adds significantly to earnings/revenue visibility. The stock has had a very big run; at 28X earnings it cannot be called cheap, but we think momentum can continue. We can't comment on position size but think it is buyable for aggressive investors, though we would not expect the same pace as recent gains. 
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BUY

He's been buying this all along. It bottomed at $6 and is now around $8.50. They're like the arms dealer in the old space race--making components in satellites. They're very well positioned. Are generating cash flow and raised full-year guidance. Delivered a good beat last quarter. Their valuation will expand. Satellites will continue to launch so there will be demand.

TOP PICK

Arms dealers of the space race. So well positioned, great growth profile. 20% annualized growth rate. In a growth area, and these guys make the nuts and bolts. Decent valuation, positive free cashflow. No dividend. 

(Analysts’ price target is $10.50)
PAST TOP PICK
(A Top Pick Feb 07/22, Down 17%)

Still likes it despite the disappointment. Haven't missed numbers. They're still expecting 25% cashflow growth over the next 3-4 years. Potential for takeout.

TOP PICK
Only recently spinoff as a public company. Arms dealer for "space race" (components for space equipment). Continue to push out state of the art products. Current share price presenting a buying opportunity. Good for long term share holders.
BUY
note: audio problems during broadcast Likes it. Don't look at earnings now, but instead the operating cash flow. Built-in contracts are fine. They have projected 25% annualized cash flow growth in the next 5 years. Not a well-known name, which is why shares are down so much this year, but they haven't done anything to disappoint investors.
PAST TOP PICK
(A Top Pick Aug 23/21, Down 45%) Better than 20% annual cashflow growth over the next 4 years. Sector has fallen out of favour. Not well followed. Tax-loss selling. In prime position for space travel. Good balance sheet. Likes prospects.
PAST TOP PICK
(A Top Pick Jun 18/21, Down 45%) 5 year growth rate of ~25%. Have been able to get most of contracts expected to get. Backlog of orders has grown. Small cap stock under the radar screen. Will continue to hold shares in the company.
BUY
They have built-in growth for the next 5 years. The component they're building for satellites is huge. cash flow and operating earnings. Good balance sheet.
TOP PICK
Satellite technology. It's the nuts and bolts in the aspect of geo-spatial intelligence.. A smaller cap with growth. Pretty good balance sheet. More than $400 million in revenue last year. Could be $1 1/2 billion revenue by 2025. 3 Buys, 3 Holds, 0 Sells
TOP PICK
Believes major growth going forward. Programs and technology will delivery over 20% growth in earnings. Likes the space and this company is a reasonable way to invest. Satellite technology enabling everything from pollution tracking to wildfire impact.
BUY
He likes it. About 8 times operating cash and forward earnings at a 20-25% rate. This is a bit of a show-me story. Margins are improving. It trades thinly. He continues to like it.
TOP PICK
The low earth satellites are a growth area. Defense, security, agriculture, etc. There are so many applications. They will have a decent growth rate over the next five years. (Analysts’ price target is $19.50)
TOP PICK
Space race is in full flight right now. Was private, and went public again this year. Government contracts should get them annualized earnings growth of 25% for the next 5 years. Free cashflow, balance sheet not bad. Everyone needs collated satellite data for everything from urban planning to defence. No dividend. (Analysts’ price target is $19.40)
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