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MDMDA

MDA Space Ltd

$MDA·$4.7B·Hardware, Equipment & Parts·Technology
$31.42-5.4%1Y+16.4%
Mentions · last 7 days
2026-07-09: 42 posts2026-07-10: 13 posts2026-07-11: 4 posts2026-07-12: 30 posts2026-07-13: 53 posts2026-07-14: 25 posts2026-07-15: 10 posts180+13%
Price updated 8h ago·X counts updated 1d ago
MDMDA
$MDAMDA Space Ltd
$31.42-5.39%180 posts+13%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $MDA, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Hinges on a big eventEvent coming upAI verdict · as of 2026-07-15

A known event soon (earnings, a ruling, etc.) will likely decide the next move.

Canadian space company just closed $712M raise and $920M CLS acquisition — Aug 6 print is the first data point on the transformed platform.

MDA Space Ltd is a Canadian space technology company providing satellite systems, robotics, and increasingly Earth-observation capabilities to government and commercial customers globally. It's in the middle of a transformative capital-raise-and-acquisition sequence.

Where the setup lands:

  • Growth is genuinely strong: Q1 revenue grew 37% year-over-year to $334M with operating margin at 7% — the last three EPS surprises averaged +18%, and the trajectory reflects real space-industry demand from both government and commercial customers.
  • The France-based CLS acquisition is transformational: $920M for a 70% interest in CLS (AI-driven Earth-observation) is MDA's second acquisition in a month — following the MDA MIDNIGHT space-defense platform unveil and repeat Airbus wins, this consolidates a comprehensive Earth/space observation offering.
  • The $712M capital raise at $35.60/share (~20M shares + 30-day 15% greenshoe) is the specific dilution catalyst: it funds the CLS acquisition but adds ~15% dilution — which is why shares dropped 8% after-hours; the strategic re-rate thesis has to overcome the near-term dilution.

Aug 6 earnings is decisive: any commentary on CLS acquisition timing and combined-entity revenue trajectory combined with backlog color would push shares back above $36, while a soft space-services quarter or any CLS integration timing slippage would confirm the after-hours drop and pull shares to $30.

Agrees with X sentimentAgree with the bullish framing — the CLS acquisition strategic re-rate thesis, the MDA MIDNIGHT space-defense platform unveil, repeat Airbus wins, and the mini-SpaceX/Rocket Lab comparison are all consistent with the setup. The -8% after-hours shelf pressure is a fair short-term caveat.

What to watch: Aug 6 earnings: CLS acquisition timing, combined-entity revenue trajectory, backlog growth, and dilution color. A soft space-services quarter or CLS integration slippage pulls shares to $30.

On the calendar: 2026-08-06 — Q2 2026 earnings

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment16 posts analyzed · as of 2026-07-15

MDA Space chatter is bullish M&A execution. MDA announced a firm irrevocable offer to acquire a 70% majority interest in CLS (a French AI-driven Earth-observation value-added services provider) for ~$920M USD via a bought-deal capital raise: $712M at $35.60/share on 20M shares (plus 15% greenshoe), led by BMO/RBC/JP Morgan/Scotia. Community frames MDA as evolving into a global heavyweight - MDA MIDNIGHT space-control platform unveiled, repeat Airbus win, and now CLS acquisition. Some traders note MDA low of $35 in AH reflects 15% dilution to buy 70% of CLS - a temporary drag. Community broadly long.

Read the AI verdict + X sentiment for $MDA

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Builds satellite systems, autonomous robotics (Canadarm program), and geospatial intelligence solutions for the space industry.

Industry overviewAI analysisGenerated by AI from underlying data

Where Hardware, Equipment & Parts sits in its cycle right now — and what that implies for $MDA.

Hardware, Equipment & Parts · Technology

No material change from last week — structural AI data center buildout is intact but rotation from early YTD winners (SNDK +100%) compresses near-term premiums in the rack-to-server supply layer.

What this means for $MDA

Neutral — Builds satellite systems, autonomous robotics (Canadarm program), and geospatial intelligence solutions for the space industry; limited exposure means the AI data center networking and compute hardware buildout is not a near-term catalyst or headwind.

Top industry ETF

$SOXXiShares Semiconductor ETF
+71.9%YTD
+116.0%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
65.3How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
4.7%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
7.1%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-0.0%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
4.2Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
7.2%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
21.0%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.2Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026May 7, 2026$0.28$0.23+21.7%
Q4 2025Mar 4, 2026$0.33$0.29+13.4%
Next earningsThu, Aug 6·consensus EPS $0.23

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$333.7M+36.8%18.1%7.0%$0.17$-4.5M
Q4 FY25$363.4M+50.9%19.2%6.4%$0.14$11.7M
Q3 FY25$294.2M+41.0%19.0%3.9%$0.14$-12.2M
Q2 FY25$274.2M+55.1%22.3%10.3%$0.16$4.3M

Forward consensus

5-year forecast · up to 10 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$1.3B$1.2B – $1.3B$1.01$0.96 – $1.0610
FY27$1.5B$1.4B – $1.7B$1.18$1.08 – $1.386
FY28$1.7B$1.6B – $1.7B$1.31$1.23 – $1.408
FY29$1.8B$1.7B – $1.8B$1.51$1.44 – $1.577
FY30$2.0B$1.9B – $2.1B$1.71$1.64 – $1.787

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.2×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.—Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-18.5%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.—Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 126.3M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.8% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.765-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

No material 8-K / SC 13D / S-3 / 424B5 filings in the last 180 days.

+ 28 other (15 6-Ks · 3 SUPPLs · 2 F-Xs · 2 F-10s) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

MDA SPACE TO HOLD ITS SECOND QUARTER 2026 EARNINGS CONFERENCE CALL ON AUGUST 7, 2026prnewswire.com·22h agoMDA SPACE ANNOUNCES CLOSING OF ITS UPSIZED BOUGHT DEAL OFFERING OF COMMON SHARESprnewswire.com·3d agoMDA Space Bets €567M on CLS to Build AI Geo-Intelligence Platformmarketbeat.com·4d agoMDA Space: Buy A Mini SpaceX And Rocket Lab In The Makingseekingalpha.com·7d agoMDA Raises $819 Million to Fund €567 Million CLS Acquisitiongurufocus.com·7d ago

In themes

Explore the broader themes this ticker is being talked about under.

Space EconomyRobotics & Humanoids

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Voices on X · top 5 · last 7 days

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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