Analyst Recommends Buying MDA Space and Voyager Technologies Before Market Recognition
This financial analysis argues that while artificial intelligence stocks like Nvidia have dominated recent market gains, the space sector offers significant long-term growth potential for the next decade. The author highlights two specific companies, MDA Space and Voyager Technologies, as undervalued opportunities before the broader market recognizes their value. MDA Space is described as a mature operator with diverse revenue streams from satellite systems, robotics, and geointelligence, reporting record revenues of $1.6 billion in 2025 and projecting further growth. Despite recent volatility, its stock has risen significantly in 2026. Voyager Technologies, founded in 2019, acts as a space holding company with thirteen acquisitions, focusing on weapon systems, navigation, and intelligence operations. It is also involved in building a low-Earth-orbit space station and was selected by NASA for a private astronaut mission. The article suggests these firms are well-positioned to benefit from the projected expansion of the global space economy to $1.8 trillion by 2035, offering investors a chance to diversify beyond the concentrated AI sector.
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