tiprankstipranks
Advertisement
Advertisement

MDA: Strong Execution, Expanding LEO Pipeline, and Backlog-Driven Growth Support Buy Rating

MDA: Strong Execution, Expanding LEO Pipeline, and Backlog-Driven Growth Support Buy Rating

BMO Capital analyst Thanos Moschopoulos maintained a Buy rating on MDA Space Ltd yesterday and set a price target of C$50.00.

Claim 55% Off TipRanks

Thanos Moschopoulos has given his Buy rating due to a combination of factors, including strong recent execution and attractive growth prospects. MDA delivered better‑than‑expected Q4/25 revenue, EBITDA, and cash flow, while issuing FY2026 guidance broadly consistent with consensus on revenue and profitability, and he views the valuation as compelling in light of this performance.

He also highlights MDA’s sizable $4.01B backlog and an expanded five‑year opportunity pipeline of about $40B, underpinned by multiple potential LEO constellation contracts and major government programs. With key AURORA programs for Telesat and Globalstar progressing and MDA holding a leading competitive position in the growing LEO satellite market, he believes the company is set for solid medium‑term revenue and EBITDA growth, supporting his increased target price and Buy recommendation.

In another report released today, Morgan Stanley also maintained a Buy rating on the stock with a C$51.00 price target.

Based on the recent corporate insider activity of 51 insiders, corporate insider sentiment is negative on the stock. This means that over the past quarter there has been an increase of insiders selling their shares of MDA in relation to earlier this year.

Disclaimer & DisclosureReport an Issue

1