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MDA shares poised for 25%+ growth as backlog and competitive position strengthen, says BMO

EditorAhmed Abdulazez Abdulkadir
Published 12/11/2024, 11:55 AM
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On Wednesday, BMO Capital Markets maintained a positive outlook on MDA Space Ltd (MDA:CN) (OTC: MDALF), with a revised price target suggesting confidence in the company's growth prospects. The price target was increased to Cdn$33.00, up from the previous Cdn$28.00, while the Outperform rating was reaffirmed.

The upgrade comes in the wake of a recent management update and a tour of MDA's Montreal facilities, which was arranged for sell-side analysts. During the visit, MDA showcased its robust backlog, promising pipeline, and competitive edge in the market. The company's management expressed confidence in sustaining a growth rate of over 25% for the next three to five years.

BMO's analyst highlighted MDA's potential for multiple expansion, driven by its growth trajectory. MDA's involvement in the manufacturing of a new satellite constellation for Globalstar (NYSE:GSAT) and Apple (NASDAQ:AAPL) was noted as a particularly significant factor that could bolster the company's market position and growth.

MDA's strong competitive position and the expectation of a sustained high growth rate are seen as key drivers behind the raised price target. The company's strategic role in upcoming aerospace projects, including the collaboration with Globalstar and Apple, is anticipated to contribute to its performance and valuation in the near future.

The new price target of Cdn$33.00 reflects BMO Capital Markets' belief in MDA's ability to capitalize on its current market opportunities and to continue expanding its presence in the aerospace sector.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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