TSE:MDA

MDA Space Ltd. (MDA.TO)

40.12
+0.18 (0.45%)
as of Sep 11, 2026, 8:00:00 pm Market Open.
221 watching
0
Investor Insights
star iconSep 13, 2026, 12:00 am

This summary was created by AI, based on 55 opinions in the last 12 months.

MDA Space Ltd., a mid-cap player in the volatile space sector, has attracted attention due to its significant role in defense and satellite technology. Experts note its solid backlog, currently valued at $4 billion, and considerable future opportunities, particularly in low-orbit satellites, as countries ramp up military spending. While the recent loss of a key contract with EchoStar has raised concerns, many analysts believe MDA's diverse client base and capacity for new contracts position it favorably against competition from U.S. firms. The company's pivot towards defense under new leadership is seen as a potential strength, yet there are warnings about possible value traps as near-term volatility continues. Overall, while the stock has experienced fluctuations, the long-term outlook for MDA remains generally optimistic given the growing space economy and defense sector investments.

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Consensus
Mixed
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Valuation
Overvalued
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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)
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.
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