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TSE:MDA

MDA Space Ltd. (MDA.TO)

41.18
-1.44 (3.38%)
as of Aug 24, 2026, 8:00:00 pm Market Open.
220 watching
0
Investor Insights
star iconAug 25, 2026, 12:00 am

This summary was created by AI, based on 54 opinions in the last 12 months.

MDA Space Ltd. (MDA-T) is positioned in the growing space and defense industries, but has faced volatility and significant challenges, particularly with its loss of high-profile contracts like the one with EchoStar. While the company's new leadership is advocating for a pivot towards defense, some analysts express concerns over the sustainability of this transition due to underlying issues in the business. However, there is optimism surrounding significant upcoming opportunities, especially related to Canada's increasing military spending and a potential $40 billion pipeline for low-orbit satellites. Despite its volatile nature, MDA's strong backlog, order growth, and growing market for satellite operations suggest potential long-term value. Some experts caution that the company may be at risk of becoming a value trap, with better opportunities existing elsewhere in the sector.

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Consensus
Cautious
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Valuation
Fair Value
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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)
TOP PICK
Low level satellite company. There is a demand for these low level satellites for internet connections that are supported by government. 25% growth in revenues is expected in the next 5 years. 10x operating cashflow going forward. (Analysts’ price target is $19.40)
WAIT
Space technology. Revenue stream should be more stable. She's on the sidelines. She'll wait to see growth prospects and business model to determine a good entry point.
Showing 91 to 100 of 100 entries