Endorsements from Top Portfolio Managers Could Be a Game Changer for MDA Space (TSX:MDA)

- In recent days, investment professionals Brian Madden and Bruce Campbell publicly highlighted MDA Space as a top stock pick, citing opportunities related to its operational developments and market positioning. Their endorsements have brought increased attention to MDA Space among both investors and the broader financial community.
- This heightened focus from experienced portfolio managers suggests growing industry recognition of MDA Space’s role within the rapidly evolving space technology sector.
- We’ll explore how being named a top pick by respected analysts could strengthen MDA Space’s investment narrative and sector appeal.
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MDA Space Investment Narrative Recap
To be a shareholder in MDA Space, you need to believe in long-term growth in satellite manufacturing and the broader commercialization of space, fueled by rising demand for satellite connectivity and new government contracts. Recent endorsements from top investment professionals have increased attention on MDA Space, though the most important near-term catalysts, major contract wins and timely backlog conversion, remain unchanged, and the biggest short-term risk continues to be any delays or cancellations in large satellite constellation projects.
Among recent announcements, the September contract termination notice from EchoStar stands out as highly relevant. While MDA Space will be compensated for associated costs, this major shift directly highlights the execution and revenue timing risks that come with relying on large, complex, multi-year agreements, a reminder of the unpredictable nature of major satellite program pipelines.
Yet, in contrast to rising analyst enthusiasm, the EchoStar development points to key risks that investors should not overlook, especially regarding…
Read the full narrative on MDA Space (it’s free!)
MDA Space’s narrative projects CA$2.6 billion in revenue and CA$271.2 million in earnings by 2028. This requires 24.5% yearly revenue growth and a CA$156.5 million earnings increase from the current CA$114.7 million.
Uncover how MDA Space’s forecasts yield a CA$43.56 fair value, a 24% upside to its current price.
Exploring Other Perspectives
TSX:MDA Community Fair Values as at Oct 2025
Fifteen Simply Wall St Community members estimate MDA Space’s fair value between CA$8.18 and CA$54.54, showing large differences in opinion. With execution risk on major contracts remaining, it’s worth considering these varying perspectives before deciding where you stand.
Explore 15 other fair value estimates on MDA Space – why the stock might be worth as much as 55% more than the current price!
Build Your Own MDA Space Narrative
Disagree with existing narratives? Create your own in under 3 minutes – extraordinary investment returns rarely come from following the herd.
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This article by Simply Wall St is general in nature. We provide commentary based on historical data
and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your
financial situation. We aim to bring you long-term focused analysis driven by fundamental data.
Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.
Simply Wall St has no position in any stocks mentioned.
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