Motley Fool Backs MDA Space, Voyager for Long-Term Growth in $1.8 Trillion Space Market
Updated
Updated · The Motley Fool · May 13
Motley Fool Backs MDA Space, Voyager for Long-Term Growth in $1.8 Trillion Space Market
4 articles · Updated · The Motley Fool · May 13
MDA Space and Voyager Technologies were highlighted as long-term alternatives to AI stocks, with the pitch centered on a space economy projected to expand from $630 billion in 2023 to $1.8 trillion by 2035.
MDA offers the steadier case: 2025 revenue hit a record $1.6 billion, net income reached $108.5 million, and management sees 2026 revenue at $1.7 billion to $1.9 billion against a $40 billion five-year opportunity pipeline.
Voyager presents the higher-risk growth angle. The company has made 13 acquisitions, raised 2026 revenue guidance to $230 million-$255 million after first-quarter backlog reached $275.3 million, and holds $641.4 million in liquidity.
Losses remain the main constraint for Voyager, which posted a $116 million net loss in 2025 and a $44 million loss in the first quarter, while MDA's shares have already climbed more than 90% in 2026 despite sharp volatility.
Is the pivot from AI stocks to the space economy a savvy diversification or a leap into a bubble?
With NASA's strategy in flux, could America's commercial leadership in low-Earth orbit be at risk?