Intuitive Machines is a rapidly growing, innovative space tech company, trading at just 5x forward sales with a debt-free balance sheet and strong cash reserves. Despite a failed IM-2 mission and near-term revenue volatility, I see 30% y/y growth into 2026 and a clear path to sustainable profitability. Management's significant stock ownership aligns its interests with shareholders, and a healthy contract backlog supports long-term growth prospects.
Key Points in This Article: Intuitive Machines (LUNR) is advancing lunar access and space-based semiconductor manufacturing, with its stock rocketing 18% yesterday due to partnerships and analyst support.
I reiterate my BUY rating for LUNR with a $12.88 price target, driven by strong DoD and NASA contract momentum and innovative projects. I suspect that Intuitive Machines' partnerships on nuclear propulsion systems for stealth satellites have the potential to lead to involvement in the Golden Dome constellation. Financially, Intuitive Machines is targeting positive adjusted EBITDA by late 2025, has $400M of liquidity, no debt, and is replenishing its contract backlog.
I maintain my strong buy rating on Intuitive Machines, despite recent moon mission setbacks and revenue declines, due to significant upcoming contract opportunities. The company has addressed technical issues from prior missions, enhancing its sensor suite and landing systems for the critical IM-3 mission later this year. Recent positive free cash flow and a strengthened liquidity position reduce capital-raising pressures and support the path toward positive EBITDA by 2026.
Intuitive Machines, Inc. (LUNR) came out with a quarterly loss of $0.20 per share versus the Zacks Consensus Estimate of a loss of $0.10. This compares to loss of $0.21 per share a year ago.
Investors interested in Intuitive Machines stock may let it go before tomorrow, considering its premium valuation and unfavorable Zacks rank.
The current market downturn may have some investors running for the safety of conservative stock picks. Others, however, recognize today as a great time to pick up out-of-this-world growth stocks at a discount.
It's hard to make predictions, especially about the future. Nevertheless, I'm going to pull out and dust off the ol' crystal ball, and do my best to tell you what to expect from Intuitive Machines (LUNR 7.77%) stock over the next five years.
A potent mix of factors — rising geopolitical tensions fueling demand for defense-focused satellite systems, rapid digitization driving commercial satellite deployment, and growing government-private partnerships — is accelerating the space race like never before. Within this dynamic landscape, two standout contenders that are capturing market interest are Intuitive Machines LUNR and Rocket Lab RKLB.
Investors interested in space stocks should refrain from adding LUNR to their portfolio right now, considering its premium valuation.
Intuitive Machines shares fell 55% after the failed Athena mission before rebounding 35% on strong Q4'24 earnings, prompting a strong buy rating with a $13/share price target. Despite the Athena mission's failure, LUNR demonstrated reliable data transmission and propulsion systems. LUNR remains on track for future lunar missions and satellite deployments. LUNR's backlog shows a positive outlook with expected revenue growth with a strong cash position. Management is anticipating positive adjusted EBITDA by Q4'25.
Intuitive Machines Inc. NASDAQ: LUNR stock is up approximately 23% two days after the company reported its fourth quarter and full-year 2024 earnings. For the moment, the bullish earnings are taking investors' minds off the company's unsuccessful Athena lunar mission.