MD MDA MDA Space Ltd. Загрузка... : Бычьи и медвежьи мнения аналитиков

The author lists a large basket of tickers without any explicit position language or directional thesis, so all are indexed as watch.

Telesat and MDA Space shares surged following a record deal to build an Arctic satellite system for Canada's military.

Dropped $100K into the market here into a fresh "I bought the dip" account. Risk reward looks fantastic to just go long a big list of my favorite stocks, some down 30-50%. I see no reason to concentrate this capital when there's this many deals across themes. Indexes are holding up well, the AI buildout is accelerating, earnings are coming up, and economic data is relatively strong. This looks like a generational retail shakeout, where leverage is just getting unwound, and sentiment is drivi

The author warns that high retail leverage and short seller aggression in the space basket create risk, advising caution rather than taking a directional position.

The author warns that these space stocks have high retail leverage and are targeted by short sellers, advising caution rather than taking a directional position.

Buy MDA as a profitable space contractor (~30x forward earnings, $3.7B backlog) unfairly sold off alongside unprofitable peers; CHORUS constellation launch (late 2026) adds a recurring-revenue data business as a re-rating catalyst.

Avoid space names FLY, LUNR, ASTS, MDA — SpaceX competition, government-demand dependency, lower strategic priority vs. AI, and active short pressure from SpaceX investors hedging locked-up shares create a structural headwind even as revenue growth materializes.

Author highlights extreme defensive positioning in Samsung Preferreds and lists 14 names he is watching for opportunities but explicitly states he is not reallocating funds yet, making this a watchlist rather than active trades.

Покупайте MDA, поскольку приобретение BCT у RTX обеспечивает компании немедленный доступ к цепочке поставок оборонно-космического сектора США, добавляет 3,5 млрд долларов США к ее портфелю возможностей, способствует росту EBITDA/EPS в 2027 году и удерживает проформу левериджа в пределах заявленного целевого диапазона 1,5x–2,5x — и все это без размытия капитала.

Автор отмечает значительные ценовые движения в акциях компаний, связанных с фотоникой и полупроводниками, таких как KEEL, LPK, MDA и EOS.AX, однако не приводит явных формулировок относительно позиций или будущих катализаторов, ограничиваясь лишь описанием динамики цен в прошедшем времени.

Author highlights SpaceX's massive valuation gain and compares it to the combined market cap of several space/satellite stocks, but does not state a personal position or forward catalyst.

Author argues hyperscalers lack satellite manufacturing expertise like SpaceX, using Amazon's slow Kuiper deployment as evidence, but does not state a position.

Buy MDA for speculative upside if AI labs and hyperscalers contract them for satellite manufacturing, a potential new revenue stream.

Buy MDA on the dip as the sell-off is a temporary demand/supply imbalance from rotation into the SpaceX IPO, not fundamental deterioration.

The author flags SpaceX's full booking and space datacenter catalysts but attributes the sell-off to Starship/Falcon 9 uncertainty, not a personal position.

Avoid near-term: AlmaCap frames the space basket as pressured by launch disruption, sell-off, and investor uncertainty until successful Starship/Falcon execution; negative sector read-through, not an explicit short position.

The author acknowledges a Canadian market drawdown risk for MDA but views it as a liquidity issue rather than a company-specific thesis risk, maintaining a watch stance.

Buy MDA as Friday's sector selloff was misattributed contagion from Blue Origin's New Glenn failure — MDA's launch-agnostic business model (satellites, robotics) is unaffected, with a $3.7B backlog and ~$1.8B revenue guide providing fundamental support.

Buy MDA as its 2027 manufacturing ramp timeline means the New Glenn-driven 12-month launch bottleneck largely bypasses its customer base; author sees the near-term disruption as a non-issue for MDA's growth trajectory.

Long basket of space-sector equities; author discloses active fund positions across six names, with the SpaceX IPO mania serving as a potential permanent re-rating catalyst for the broader space sector.

Author expresses strong bullish conviction on MDA as an overlooked investment opportunity, calling it a "sleeper pick" after referencing their own article.

Author endorses MDA as a safe hold with 35% gains since April and predicts continued upside from its volatile daily moves.

Buy MDA as it lags space peers despite defensive value; 10x satellite capacity and potential space datacenter demand could catalyze a doubling by year-end.

Author rotates back into SIVE after trimming and calling for a pullback, while rebalancing into IQE and other high-beta picks amid volatility.

Buy this basket of AI, space, memory, photonics, packaging, and neocloud names based on the thesis that we are at the dawn of the AI era and the space race is just warming up, with each name expected to double within a year.

Buy MDA for long-term manufacturing ramp; near-term earnings are weak but 2027-2030 earnings growth is expected to be significant.

Long $MDA — speaker explicitly trusted the company through Nov-Dec 2025 noise, kept holding, and is 'still' holding while up 88.9% YTD at all-time highs.

Long satellite payload and gateway suppliers as LEO/D2D production ramps in CY2027, supported by MACOM's robust commentary on constellation buildout.