MDA Space Ltd. MDA

MDA Space Ltd is a developer and manufacturer of technology and services to the space industry. It is an international space mission partner and robotics, satellite systems, and geo-intelligence pioneer. It is engaged in communications satellites, Earth and space observation, space exploration, and infrastructure. The Company collaborates and partners with governments and space agencies, commercial space companies, and defence and aerospace prime contractors in the space industry. Geographically, it generates the majority of its revenue from Canada.

• Zacks Investment Research 22 sept

  Can Redwire's Docking Technology Unlock New Growth Opportunities?

  Redwire Corporation has developed the International Berthing and Docking Mechanism (IBDM), a fully computer-controlled autonomous spacecraft docking system. The technology supports crewed vehicles, cargo vehicles, and station modules with resource transfer capabilities. While Redwire shows strong growth potential with 57.32% projected EPS growth in 2026, the stock trades at a premium valuation (5.43X forward P/S vs. 2.25X industry average) and holds a Zacks Rank #3 (Hold) rating.

  

• The Motley Fool 5 sept

  2 Space Stocks to Buy in September

  The global space sector could reach $1.8 trillion by 2035. The article recommends two space stocks: MDA Space, a profitable Canadian satellite manufacturer suitable for risk-averse investors, and SpaceX, which offers higher growth potential through AI infrastructure and data center operations. SpaceX has deals worth $26+ billion annually with major tech companies and plans to launch orbital data centers by 2028, though significant capital expenditures are required.

  

• Zacks Investment Research 3 sept

  Can LUNR Turn Its $1.8 Billion Backlog into Stronger 2026 Results?

  Intuitive Machines (LUNR) ended Q2 2026 with a record $1.8B backlog after booking $920M in awards, but revenues missed estimates at $206.2M despite 310% YoY growth. The company expects 25-30% of backlog to convert to 2026 revenue and maintained its $900M-$1B full-year guidance. However, operating losses widened due to elevated expenses and a $14.7M charge on the IM-4 lunar mission, highlighting execution risks and the critical importance of second-half conversion to meet targets.

  

• Investing.com 26 jun

  MDA Space Targets US Defense Market With $620M Acquisition

  MDA Space is positioning itself as a cross-border defense champion through a $620 million acquisition of Blue Canyon Technologies from RTX Corp and a C$688 million satellite contract with the Canadian Space Agency. Despite strong Q1 2026 earnings (32.2% YoY revenue growth), the stock trades at a significant valuation discount compared to peers. The Blue Canyon acquisition provides access to US defense contracts through localized assets and security clearances, unlocking a $3.5 billion addressable pipeline. Recent price weakness is attributed to derivative-driven hedging rather than fundamental concerns.