MD MDA MDA Space Ltd. Loading... : Bullish and Bearish Analyst Opinions

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.

Buy MDA as the BCT acquisition from RTX gives it immediate US defence space supply chain access, adds US$3.5B to its opportunity pipeline, is accretive to EBITDA/EPS in 2027, and keeps pro forma leverage within the 1.5x–2.5x stated target — all without equity dilution.

Author notes strong price moves in photonics/semi-related names like KEEL, LPK, MDA, and EOS.AX but provides no explicit position language or forward catalyst, only past-tense price action.

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.

Speaker believes the space basket has bottomed, implying a bullish view on MDA.

A single but upvoted comment (+5) promotes Canadian space stock MDA, recently listed on NYSE, as a “money printer” with negative P/E competitors but positive cash flow. MDA stands out among space equities by being profitable and diversified across robotics, satellites, and space station components, while peers burn cash. The NYSE listing adds liquidity and visibility. Although only one voice, the argument differentiates MDA from hype-driven space stocks, suggesting a contrarian long opportunity in a sector often dismissed as money-losing. Lack of community consensus; space sector remains volatile and sentiment-driven; new listing may have thin liquidity or limited analyst coverage.

Buy MDA Space as a better satellite manufacturer pick than YSS, benefiting from Starship-driven launch cost reductions with superior growth and margins.