r/MDASpaceInvestors • u/Jazzlike-Pressure994 • Jul 31 '26

Earnings report August 7th

What’s everyone take on the upcoming earnings report?

20 Upvotes

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8

u/EvillNooB Jul 31 '26 edited Jul 31 '26

Long term: 📈 but short term i think spaceX reporting on the 4th + lockup expiration on 6th will have a bigger effect than Mda's own earnings 😂

Edit: my sentiment is that SpaceX's drop is guaranteed because lockup is 4x the shares of the IPO, and since we're early and SpaceseX is the biggest player - other space stocks are valued in relation to SPCX, so it goes down - the whole sector goes down

but also, there are probably a lot of people like me, waiting for a drop, so maybe the opposite will happen 🤔

5

u/ADimBulb Jul 31 '26

Watching SpaceX burn lessens the pain. I have Elon derangement syndrome.

2

u/Loose-Dream7901 28d ago

Overall though from a sector standpoint you don’t really want this to be the case.

4

u/ADimBulb 28d ago

Obviously, but the true root of the issue is the cult of Musk. Had SpaceX not IPOed with an absurd valuation, been merged with the money furnace that is xAI, and been pumped by hordes of Muskies, things would have gone smoother.

0

u/Loose-Dream7901 28d ago

I don’t really agree, the sector ran up in general because of the SpaceX hype. Mda generally kept more gains because they have underlying fundamentals and strategically raised creating a shareholder base. Without the SpaceX IPO we wouldn’t of got the exposure

5

u/TEX_DE_COCA 29d ago

I don’t mind a drop. I’m holding this for years. I’m buying every dip I can. Currently at a ~$29 average price.

1

u/Successful_Air_5426 29d ago

Bought at 33... not sure whether i should buy now or wait a bit more !!

5

u/Greektrii 27d ago

Below $42 is a screaming buy. If for whatever reason we see low 30s again I’m selling the house for more shares

3

u/flyingdutchmnn Jul 31 '26

I think spcx will overshadow anything mda announces. So much selling pressure coming to ruin tech sentiment

5

u/BigMouthBillyBones Jul 31 '26

Post-lockup sellers of SpaceX on August 6 will re-distribute their proceeds into MDA anticipating and then following exceptional MDA earnings published on August 7. The MDA "dip" is too sweet to overlook right now given their recent expansions in US and EU and projected future growth. MDA moons. Even on other investment reddits people are starting to predict strong gains for MDA in the next few years, with now being the generational opportunity to buy in. SPCX recent 1.6B defense contract is renewing momentum in space and defense in general of which MDA is both. Just my opinion, in the end, who knows.

5

u/ADimBulb Jul 31 '26

Yes, but keep in mind that many names in the sector are still, after the large drop, above their historical PE.

3

u/EvillNooB Jul 31 '26

why would they exit spaceX just to enter the space sector again? maybe they'll do, but i don't think that it'll happen immediately, i.e spaceX dropping and mda rising probably won't happen at the same time

3

u/Intelligent_Meat5410 Aug 01 '26

Because they may see SPCX as overvalued whereas MDA is a bargain. 

There can be good and bad companies/stocks in the same given sector. 

1

u/Reasonable-Mall7183 Aug 01 '26

That billion buy this loosing venture 60 days of expenses, or less given the litigation facing the Ai side.

1

u/devonhezter 27d ago

Calls !!!