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Sideways, post-PowellTariff war pressures markets for the weekTariffs postponed, markets stabilizeThis summary was created by AI, based on 16 opinions in the last 12 months.
MDA Ltd. is positioned as a leader in the space industry, notably with its expertise in low Earth orbit satellites and a strong backlog of contracts, including significant agreements with Apple and Telesat. Analysts have noted substantial growth potential, with expectations of a 25-30% increase in earnings over the coming years, driven by a booming space economy. While the stock has experienced considerable appreciation, leading to discussions around its valuation, many experts maintain a positive outlook for the long term. The company's strong balance sheet and recent strong earnings results suggest resilience and continued opportunity within a rapidly evolving sector. Competitive advantages, including technological leadership and cost efficiency, further underpin its growth narrative.
It covers making satellites to software management. It is a great Canadian story and an example of how good Canada can be. It should grow by 30% for three years with great margins and trades at 13 times cash earnings. He is looking for a quick increase in the stock price to $50.
Buy 6 Hold 2 Sell 0
MDA is not cheap at 37X earnings. But it has nice contract, a competitive edge (barriers to entry), a strong balance sheet and solid growth. EPS should rise at least 33% next year and it has leverage to further contracts. Debt is barely six months' cash flow. Free cash flow was $258M in the last 12 months. The last quarter was very strong and well ahead of estimates. We think $27 would be a good price.
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EPS of 28c beat estimates of 17c; revenue of $282M beat estimates of $277M. EBITDA of $55M beat by 3%. Backlog is $4.6B. Revenue and EBITDA guidance was raised, and the company says it will be cash flow positive in Q4. Sales growth should be 30% with the new guidance. Higher work volumes and stronger contributions from satellite systems and robotics helped the quarter/outlook. Things continue to look good here.
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The space economy is booming in telcos and space travel. The only pure-play space company. Lots of runway with double-digit EBITDA growth over 4-5 years. Their technology can launch satellites flexibly as the cost has fallen. He bought it last spring as their backlog grew a lot and their PE declined. One of his biggest holdings. Not a take-out candidate.
Bought it in the spring and a recent top pick. The space economy is booming (telcos and space travel). MDA is the world leader in the space space. A lot of room to grow; expects double-digit EBITDA growth over 5 years. They have the best technology to launch satellites as the cost of that has fallen.
Recent winning of billion dollar space contract from Canadian government very profitable. Stock performing very well the past few years. Demand for products remains strong, at a profitable rate. Expecting further growth in the years to come. Stock price under valued in relation to peers. Would recommend holding for the long term investor.
Global tech leader, only pure-play public space technology. Cost of launching satellites has come way down. Well positioned in satellite systems, robotics, and geo-intelligence. $3.3B backlog. Clear visibility for 20-25% EBITDA growth per year for at least the next 3 years. Stock's come down to compellingly attractive levels.
MDA Ltd. is a Canadian stock, trading under the symbol MDA-T on the Toronto Stock Exchange (MDA-CT). It is usually referred to as TSX:MDA or MDA-T
In the last year, 6 stock analysts published opinions about MDA-T. 2 analysts recommended to BUY the stock. 2 analysts recommended to SELL the stock. The latest stock analyst recommendation is . Read the latest stock experts' ratings for MDA Ltd..
MDA Ltd. was recommended as a Top Pick by on . Read the latest stock experts ratings for MDA Ltd..
Earnings reports or recent company news can cause the stock price to drop. Read stock experts’ recommendations for help on deciding if you should buy, sell or hold the stock.
6 stock analysts on Stockchase covered MDA Ltd. In the last year. It is a trending stock that is worth watching.
On 2025-04-14, MDA Ltd. (MDA-T) stock closed at a price of $24.45.
Very successful. On his farm team. Has been incredibly resilient going through this downturn. Has a deal with AAPL. Talk of a merger in US would require financing; if markets are a bit better, he'd probably participate.