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MDMDA

MDA Space Ltd

$MDA·$4.7B·Hardware, Equipment & Parts·Technology
$30.24-3.8%1Y+12.0%
Mentions · last 7 days
2026-07-10: 0 posts2026-07-11: 4 posts2026-07-12: 30 posts2026-07-13: 53 posts2026-07-14: 25 posts2026-07-15: 10 posts2026-07-16: 15 posts147+4%
Price updated 1h ago·X counts updated 54m ago
MDMDA
$MDAMDA Space Ltd
$30.24-3.76%147 posts+4%
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 numbersCooling offAI verdict · as of 2026-07-17

Catching its breath after a run — could pick back up or fade from here.

MDA Space is buying 70% of CLS for $920M — building the global Earth-observation-and-space-services heavyweight.

MDA Space is the Canadian space-systems and Earth-observation prime — the specific supplier for Airbus, satellite operators, and now the MDA MIDNIGHT space-control platform. The stock is going through a specific catalyst window with a $920M CLS acquisition.

Why the setup is a specific event trade:

  • The CLS acquisition is category-defining: acquiring a 70% majority interest in a French AI-driven Earth-observation value-added services provider for ~$920M USD is a specific transformative deal — MDA becomes a global heavyweight in EO services.
  • The financing structure is transparent: $712M at $35.60/share via a bought-deal capital raise led by BMO/RBC/JP Morgan/Scotia — meaning the dilution math is known and priced.
  • Fundamentals are quality-space: 7% operating margin at 5% return on invested capital at 65x TTM P/E — meaning MDA is priced on future EO-services capture, not trailing economics.
  • The tape reflects the deal-driven pullback: sitting 18.5% below the 50-day at coverage-gap 52-week range with today's -5.4% drop — the specific pattern of a stock digesting the specific dilution.

Aug 6 earnings is the trigger. A number confirming MDA MIDNIGHT commercialization plus specific CLS-integration timeline extends the leg; a soft space-systems print with muted CLS commentary is the specific setup for the pullback to extend.

Agrees with X sentimentX is bullish on the CLS acquisition, the MIDNIGHT space-control platform, and the Airbus win, and the deal is genuinely transformative. The gap the corpus isn't fully sizing is that 15% dilution to buy 70% of CLS is a specific price to pay — the market is currently pricing the transition.

What to watch: The Aug 6 print — space-systems revenue trajectory, MDA MIDNIGHT commercialization commentary, and CLS integration timeline. Above-consensus systems revenue plus CLS-integration progress extend the leg; a soft print activates the deeper pullback risk.

On the calendar: 2026-08-06 — Q2 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
+69.1%YTD
+111.7%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·2d agoMDA SPACE ANNOUNCES CLOSING OF ITS UPSIZED BOUGHT DEAL OFFERING OF COMMON SHARESprnewswire.com·4d agoMDA Space Bets €567M on CLS to Build AI Geo-Intelligence Platformmarketbeat.com·5d 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·8d ago

In themes

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

Space EconomyRobotics & Humanoids

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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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