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MDA

MDA Space Ltd

BUY 2026-08-01 Updated today USD 30.25 Technology - Hardware, Equipment & PartsAWAIT ENTRY
73

Position levels

Currenttoday
USD 30.25
Buy <=wait / entry
USD 26.67
Trim >=take some off
USD 36.00
Thesis breakThe thesis is invalidated if MDA Space reports materially below the C$1.7bn low ...
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Scenario-weighted conviction

ProbabilityScoreContribution
Bull case40%100 / 10040.0
Base case52%62 / 10032.2
Bear case8%10 / 1000.8
Weighted conviction73 / 100 - BUY

Top risks

  • MDA Space UK selected by OHB to provide advanced lunar landing sensors for ESA Argonaut mission
  • Firm offer to acquire CLS, global leader in AI-driven Earth observation data analytics
  • Definitive agreement to acquire US-based Blue Canyon Technologies LLC
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