Intuitive Machines, Inc. (LUNR)
Intuitive Machines Stock Rises As Launch Constraints Drive Space Sector Bid
Intuitive Machines Inc (NASDAQ:LUNR) shares are trading higher on Wednesday as traders lean into the space-theme bid tied to tightening launch capacity and rising launch costs. Here's what investors need to know.
Intuitive Machines: From Lunar Lander To Space Infrastructure Play
Intuitive Machines (LUNR) is transitioning to a recurring revenue model, driven by the $4.82B NASA NSNS contract and defense diversification. LUNR guides to nearly 5x revenue growth in 2026, with a $943M backlog and expected positive adjusted EBITDA, marking an inflection toward profitability. The $800M Lanteris acquisition expands LUNR into national security, reducing reliance on NASA and enhancing revenue durability.
Intuitive Machines: Liftoff Has Just Started (Rating Upgrade)
Intuitive Machines, Inc. is upgraded to a Buy, driven by robust 2026 guidance and strong contract wins in lunar and defense sectors. LUNR expects 2026 revenue of $900M–$1B, implying over 350% annual growth and a shift to positive adjusted EBITDA. Recent NASA and defense contracts, plus strategic acquisitions, reinforce Intuitive Machines' expanding role in space infrastructure and national security.
LUNR stock hits YTD high: could SpaceX cannibalize the stock
Investors are running into Intuitive Machines (NASDAQ: LUNR) following its historic launch of “Artemis II” – which successfully sent four astronauts on a lunar flyby on Apr. 1. The Artemis news came only days after “NASA” selected LUNR for its commercial lunar payload services (CLPS) task order, further adding technical validation to the firm's infrastructure.
Is Intuitive Machines A Moonshot Stock for the New Space Economy?
Yesterday, SpaceX reportedly confidentially filed for an IPO with the SEC, targeting a potential $1.75 trillion valuation in what could become the largest listing ever.
Intuitive Machines: Big Contract, Big Backlog
Intuitive Machines has transformed through acquisitions and contract wins, notably a $180.4M NASA deal, expanding beyond lunar delivery. 2026 revenue guidance is $900M–$1B, underpinned by a $943M backlog, but profitability remains nascent with only narrowly positive adjusted EBITDA expected. LUNR's market cap of $4.5B appears stretched given persistent cash burn, uncertain margin expansion, and potential for further dilution.
Intuitive Machines, Inc. (LUNR) Surges 14.7%: Is This an Indication of Further Gains?
Intuitive Machines, Inc. (LUNR) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock doesn't suggest further strength down the road.
NASA awards Intuitive Machines $180.4 million lunar payload contract
Intuitive Machines said on Tuesday NASA has awarded the space startup a $180.4 million contract to deliver seven science and technology payloads to the moon's south pole.
Rocket Lab vs. Intuitive Machines: Which Stock Looks More Promising?
RKLB and LUNR are riding space industry momentum with major contracts, expanding capabilities and strong growth outlooks in 2026.
Intuitive Machines, Inc. (LUNR) Reports Q4 Loss, Misses Revenue Estimates
Intuitive Machines, Inc. (LUNR) came out with a quarterly loss of $0.04 per share in line with the Zacks Consensus Estimate. This compares to earnings of $0.04 per share a year ago.
Intuitive Machines under pressure after fourth quarter earnings miss
Intuitive Machines Inc (NASDAQ:LUNR) shares fell about 9% on Thursday morning after the space technology and services company reported earnings and revenue below estimates for the fourth quarter. The company reported a loss per share of $0.34, missing the consensus estimate of a $0.05 loss per share.
Intuitive Machines: Look Past The Q4 Print To Assess Long-Term Outlook
Intuitive Machines, Inc. is undergoing a transformative shift following its $800M Lanteris acquisition, driving revenue and margin expansion. The backlog now approaches $1 billion, fueled by the Lanteris deal and recent L3Harris contract, enhancing revenue visibility and reducing reliance on NASA contracts. Ownership dilution from the $175 million capital raise was limited to 5.6%, while proceeds are expected to fund growth initiatives and working capital needs.
