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MDMDA

MDA Space Ltd

$MDA·$4.8B·Aerospace & Defense·Industrials
$28.43-1.6%1Y+7.0%
Mentions · last 7 days
2026-08-22: 6 posts74+9%
Price updated 12m ago·X counts updated 10d ago
MDMDA
$MDAMDA Space Ltd
$28.43-1.59%74 posts+9%
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.

Proven numbersAcceleratingAI verdict · as of 2026-09-01

The move is getting stronger, with heavier trading behind it.

Canadian sovereign-space compounder with a CAD$4B backlog + ~$40B pipeline; Canada-US trade rift is a specific tailwind.

MDA Space is the Canadian space-systems compounder (satellite antennas, robotics, sensors) that has become the specific Canadian-sovereign-space-capability play. The equity has been re-rating on real bookings.

Why the acceleration reads real:

  • Bookings and pipeline are dated and specific — Q2 revenue up 34% YoY, CAD$4B backlog, and a ~$40B pipeline of identified opportunities; that's the specific business-model proof the space-services thesis needs.
  • Sell-side coverage is broad and constructive — JPMorgan, Canaccord, Jefferies, and Morgan Stanley all covering with CAD$49-70 targets, so the institutional bull case is validated.
  • The Globalstar satellites just launched successfully (Aug 16) — a specific milestone delivering on a named customer contract.
  • Fundamentals reflect the transition — trailing 65x PE (early scale), 21% gross margin, 7% operating margin; last quarter revenue was $326M growing 37% YoY, consensus is $1.31B with $0.98 EPS.
  • The Canada-US trade rift positions MDA as the specific sovereign-Canadian-space vendor that alternative-to-US-tech buyers rotate to.
  • Insider tape is empty in the window.
  • Structural tape data limited — 52w range and 200MA null in file, volume 44% of average.

Acceleration extends on the Nov 6 print if backlog crosses CAD$5B and the pipeline conversion cadence is dollar-quantified; the wrong way if a specific big-contract slippage is disclosed or if a Canadian sovereign-space budget cut lands.

Agrees with X sentimentX is uniformly bullish and the fundamentals fully back the setup — Q2 growth, CAD$4B backlog, broad sell-side coverage, and Globalstar launch are all real inputs; agree with the underappreciated-compounder frame.

What to watch: Nov 6 earnings — backlog crossing CAD$5B, pipeline conversion cadence, and any Canadian sovereign-space budget commentary; a big-contract slippage is the invalidation.

On the calendar: 2026-11-06 — Q3 earnings

X sentiment

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

Bullish sentiment14 posts analyzed · as of 2026-08-31

Chatter is uniformly bullish and thesis-heavy, framing MDA Space as an underappreciated Canadian sovereign-space compounder. Contributors cite Q2 revenue up 34% YoY, a ~$40B pipeline, a CAD$4B backlog and a fresh Globalstar deployment, alongside JPMorgan, Canaccord, Jefferies and Morgan Stanley coverage ranging CAD$49-70. The Canada-US trade rift is cast as a tailwind: "I'm looking at $MDA and seeing the most obvious winner nobody is talking about."

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 Aerospace & Defense sits in its cycle right now — and what that implies for $MDA.

Aerospace & Defense · Industrials

Defense budget tailwinds — NATO spending commitments and Pentagon procurement acceleration — support backlogs at prime contractors. Commercial space is a separate driver: launch cadence and satellite constellations are pulling RKLB and LUNR on their own momentum, independent of traditional defense spending.

What this means for $MDA

Partial — upstream oil & gas exposure ties to commodity price cycle; MDA Space Ltd.

Top industry ETF

$ITAiShares U.S. Aerospace & Defense ETF
+16.3%YTD
+15.0%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
Q2 2026Aug 7, 2026$0.26$0.24+8.3%
Q1 2026May 7, 2026$0.28$0.23+21.7%
Q4 2025Mar 4, 2026$0.33$0.29+13.4%
Q3 2025Nov 14, 2025$0.25$0.24+5.1%
Next earningsFri, Nov 6·consensus EPS $0.20

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 11 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$1.3B$1.3B – $1.3B$0.98$0.83 – $1.0411
FY27$1.8B$1.8B – $1.9B$1.26$1.12 – $1.627
FY28$2.0B$1.9B – $2.0B$1.43$1.33 – $1.535
FY29$1.8B$1.7B – $1.9B$1.53$1.45 – $1.582
FY30$2.0B$2.0B – $2.1B$1.73$1.65 – $1.792

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.0.4×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.-14.2%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 · 147.6M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.3% 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.β0.785-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.

+ 35 other (21 6-Ks · 3 13Gs · 3 SUPPLs · 2 F-Xs) in window

Recent news

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

MDA Space: Rocketing Bookings Don't Lie (Rating Upgrade)seekingalpha.com·10d agoMDA Space: Strong Buy As The Space Growth Strategy Expandsseekingalpha.com·16d agoMDA SPACE SATELLITES FOR GLOBALSTAR SUCCESSFULLY LAUNCHEDgurufocus.com·16d agoMDA SPACE SATELLITES FOR GLOBALSTAR SUCCESSFULLY LAUNCHEDprnewswire.com·16d agoMDA Space Opens MDA CHORUS™ Control Centre in Québecprnewswire.com·21d 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 12 · 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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