Intuitive Machines, Inc. (LUNR)

US — Industrials Sector
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News

LUNR stock hits YTD high: could SpaceX cannibalize the stock
LUNR
Published: April 02, 2026 by: Invezz
Sentiment: Positive

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.

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image for news LUNR stock hits YTD high: could SpaceX cannibalize the stock
Is Intuitive Machines A Moonshot Stock for the New Space Economy?
LUNR
Published: April 02, 2026 by: 24/7 Wall Street
Sentiment: Neutral

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.

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image for news Is Intuitive Machines A Moonshot Stock for the New Space Economy?
Intuitive Machines Expands Lunar Surface Operations with $180.4 Million NASA CLPS Award
LUNR
Published: March 24, 2026 by: GlobeNewsWire
Sentiment: Neutral

HOUSTON, March 24, 2026 (GLOBE NEWSWIRE) -- Intuitive Machines, Inc. (Nasdaq: LUNR) (“Intuitive Machines”, together with its subsidiaries, the “Company”), a space technology, infrastructure, and services leader, today announced that NASA has awarded the Company a $180.4 million contract to deliver seven science and technology payloads, including an Australian Space Agency lunar rover and technologies from Blue Origin's Honeybee Robotics, to the Lunar South Pole Region. The Company's space infrastructure, Lunar landing system, Space Data Network (“SDN”), and autonomous surface operations capabilities will be used to support payload delivery.

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image for news Intuitive Machines Expands Lunar Surface Operations with $180.4 Million NASA CLPS Award
Rocket Lab vs. Intuitive Machines: Which Stock Looks More Promising?
LUNR, RKLB
Published: March 24, 2026 by: Zacks Investment Research
Sentiment: Positive

RKLB and LUNR are riding space industry momentum with major contracts, expanding capabilities and strong growth outlooks in 2026.

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image for news Rocket Lab vs. Intuitive Machines: Which Stock Looks More Promising?
Intuitive Machines Analysts Increase Their Forecasts After Q4 Results
LUNR
Published: March 20, 2026 by: Benzinga
Sentiment: Positive

Intuitive Machines, Inc. (NASDAQ: LUNR) on Thursday reported downbeat fourth-quarter sales results.

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image for news Intuitive Machines Analysts Increase Their Forecasts After Q4 Results
Intuitive Machines: Weak FY25 Results, Strong FY26 Ambitions
LUNR
Published: March 19, 2026 by: Seeking Alpha
Sentiment: Negative

Intuitive Machines, Inc. reported FY25 revenue of $210.1M, down slightly YoY, with Q4 revenue missing expectations and continued operating losses. LUNR is aggressively pursuing vertical integration through acquisitions, aiming to transition from episodic missions to scalable, high-margin space infrastructure and recurring revenue. Management guides for $900M–$1B in 2026 revenue and positive adjusted EBITDA, backed by an expanded backlog and deeper defense exposure.

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image for news Intuitive Machines: Weak FY25 Results, Strong FY26 Ambitions
Intuitive Machines under pressure after fourth quarter earnings miss
LUNR
Published: March 19, 2026 by: Proactive Investors
Sentiment: Negative

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.

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image for news Intuitive Machines under pressure after fourth quarter earnings miss
Intuitive Machines: Look Past The Q4 Print To Assess Long-Term Outlook
LUNR
Published: March 19, 2026 by: Seeking Alpha
Sentiment: Positive

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.

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image for news Intuitive Machines: Look Past The Q4 Print To Assess Long-Term Outlook
Intuitive Machines Stock Slides 8% Thursday: What's Driving The Action?
LUNR
Published: March 05, 2026 by: Benzinga
Sentiment: Negative

Intuitive Machines Inc (NASDAQ: LUNR) shares are trading lower Thursday, as investors reassess a sharp early-week rally fueled by a new national-security contract for the space-technology company. Here's what investors need to know.

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image for news Intuitive Machines Stock Slides 8% Thursday: What's Driving The Action?
Intuitive Machines: I See The Opportunity, But I'm Not Chasing It
LUNR
Published: March 04, 2026 by: Seeking Alpha
Sentiment: Neutral

Intuitive Machines, Inc. remains rated Hold as risk and reward appear balanced ahead of earnings. LUNR's recent Lanteris acquisition and $175M equity raise position it for growth but introduce integration and dilution risks. Backlog sits at $235.9M, but much is tied to task orders, limiting near-term revenue visibility.

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image for news Intuitive Machines: I See The Opportunity, But I'm Not Chasing It
Why Intuitive Machines Stock Crashed Today
LUNR
Published: February 25, 2026 by: The Motley Fool
Sentiment: Neutral

Intuitive Machines closed its purchase of Lanteris last month, using up most of its cash to do it. To replenish its funds, Intuitive will sell $175 million worth of new stock -- about 11.6 million shares.

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image for news Why Intuitive Machines Stock Crashed Today
Space Stock Surge: Can Intuitive Machines Smash the $25 Barrier?
LUNR
Published: February 09, 2026 by: 24/7 Wall Street
Sentiment: Positive

Intuitive Machines ( NASDAQ:LUNR ) has been on quite the rocket ride lately, shooting up to a high of around $23.30 per share before dropping sharply to about $14.50 just a few days ago.

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image for news Space Stock Surge: Can Intuitive Machines Smash the $25 Barrier?
Here's Why You Should Add LUNR Stock to Your Portfolio Right Now
LUNR
Published: January 23, 2026 by: Zacks Investment Research
Sentiment: Positive

Intuitive Machines' strong liquidity, rising sales estimates and lunar infrastructure expansion drive a 60.8% rally, highlighting its growth case in aerospace.

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image for news Here's Why You Should Add LUNR Stock to Your Portfolio Right Now
3 Aerospace-Defense Stocks to Watch as Defense Spending Ramps Up
HII, LHX, LUNR
Published: January 20, 2026 by: Zacks Investment Research
Sentiment: Positive

Aerospace-Defense stocks like LHX, HII and LUNR are poised to gain from increased defense spending and rising global air travel.

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image for news 3 Aerospace-Defense Stocks to Watch as Defense Spending Ramps Up
Intuitive Machines Completes Acquisition of Lanteris Space Systems
LUNR
Published: January 13, 2026 by: GlobeNewsWire
Sentiment: Neutral

The acquisition positions Intuitive Machines to be a vertically integrated next-generation space prime contractor for commercial, civil and national security space initiatives The acquisition positions Intuitive Machines to be a vertically integrated next-generation space prime contractor for commercial, civil and national security space initiatives

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image for news Intuitive Machines Completes Acquisition of Lanteris Space Systems
Intuitive Machines: My Plan For Re-Entry
LUNR
Published: January 06, 2026 by: Seeking Alpha
Sentiment: Positive

Intuitive Machines remains a volatile, high-upside play; I've locked in gains but stay tepidly bullish at current levels. LUNR's acquisition of Lanteris expands its space platform ambitions but brings dilution and near-term balance sheet pressure. Despite capital needs and operational setbacks, I see expectations at rock bottom.

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image for news Intuitive Machines: My Plan For Re-Entry
Why Intuitive Machines Stock Slipped on Tuesday
LUNR
Published: December 23, 2025 by: The Motley Fool
Sentiment: Neutral

Profit-taking quashed a mini-rally for space stocks. They were flying higher in recent days because of a political development.

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image for news Why Intuitive Machines Stock Slipped on Tuesday
Intuitive Machines Outlook: KeyBanc Rating, Acquisition Upside, And 3-Year Breakeven
LUNR
Published: December 22, 2025 by: Seeking Alpha
Sentiment: Positive

Intuitive Machines, Inc. is Buy-rated, with significant upside tied to the $800M Lanteris Space Systems acquisition and defense sector tailwinds expected in 2026. LUNR's pro-forma annual revenue is projected to exceed $850M, with backlog expanding to $920M and a robust $622M cash balance supporting liquidity. Valuation is stretched at 7.3x TTM price-to-sales, but integration synergies and Lanteris' higher-margin contracts could drive breakeven EBITDA within three years.

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image for news Intuitive Machines Outlook: KeyBanc Rating, Acquisition Upside, And 3-Year Breakeven
These space stocks could benefit from Elon Musk's latest AI obsession
LUNR, PL, RKLB
Published: December 15, 2025 by: Market Watch
Sentiment: Positive

The latest craze in the space business is the promise of orbital data centers, which could provide a solution to artificial-intelligence hyperscalers' energy problem. A slew of companies stand to benefit.

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image for news These space stocks could benefit from Elon Musk's latest AI obsession
RKLB vs. LUNR: Which Space Player Shows Bigger Potential in 2025?
LUNR, RKLB
Published: November 27, 2025 by: Zacks Investment Research
Sentiment: Positive

Rocket Lab and Intuitive Machines build 2025 momentum as missions, contracts and expanding capabilities draw growing investor attention.

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image for news RKLB vs. LUNR: Which Space Player Shows Bigger Potential in 2025?
Why Intuitive Machines Is Taking Off While Broader Market Sinks
LUNR
Published: November 19, 2025 by: MarketBeat
Sentiment: Negative

Intuitive Machines NASDAQ: LUNR is up 7.8% on a day when the broader market continues to move lower. The lunar exploration company has had no new launches, nor were there any developments in its financial results that would trigger such a move.

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image for news Why Intuitive Machines Is Taking Off While Broader Market Sinks
Earnings Preview: Intuitive Machines, Inc. (LUNR) Q3 Earnings Expected to Decline
LUNR
Published: November 06, 2025 by: Zacks Investment Research
Sentiment: Negative

Intuitive Machines, Inc. (LUNR) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

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image for news Earnings Preview: Intuitive Machines, Inc. (LUNR) Q3 Earnings Expected to Decline
Intuitive Machines poised for lift-off, Deutsche Bank says after upgrade
DB, LUNR
Published: October 20, 2025 by: Proactive Investors
Sentiment: Positive

Deutsche Bank has upgraded its rating on Intuitive Machines Inc (NASDAQ:LUNR) from Hold to Buy, citing what it called an attractive risk-reward outlook for the next three to six months. Analysts said the firm views Intuitive Machines as a "secular winner" in the space exploration sector, with a role in helping the US and its allies prepare the Moon for a human return mission, ahead of China.

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image for news Intuitive Machines poised for lift-off, Deutsche Bank says after upgrade
Intuitive Machines: The Odds Of A Successful IM-3 Landing Are Rising
LUNR
Published: October 13, 2025 by: Seeking Alpha
Sentiment: Neutral

I remain bullish on Intuitive Machines despite the stock's 30% decline this year. I believe the market is misinterpreting the lessons from past missions and overlooking key improvements. A deep dive into the IM-1 and IM-2 landing anomalies reveals two distinct root causes. One was a simple procedural error, while the other was a complex technical challenge. We analyze the comprehensive hardware, software, and procedural overhauls for the upcoming IM-3 mission, which are designed to directly address the specific failure points of the previous landings.

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image for news Intuitive Machines: The Odds Of A Successful IM-3 Landing Are Rising
Intuitive Machines Receives CMMI Maturity Level 3 Rating for Software Development
LUNR
Published: October 07, 2025 by: GlobeNewsWire
Sentiment: Neutral

HOUSTON, Oct. 07, 2025 (GLOBE NEWSWIRE) -- Intuitive Machines, Inc. (Nasdaq: LUNR, “Intuitive Machines,” or the “Company”), a leading space technology and infrastructure services company, today announced it has been appraised at Capability Maturity Model Integration (CMMI®) Maturity Level 3 for software development. In addition to meeting the requirements for this maturity level, the rating demonstrates that Intuitive Machines meets NASA's standards for Class A human spaceflight together with well-defined and consistently applied engineering processes.

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image for news Intuitive Machines Receives CMMI Maturity Level 3 Rating for Software Development
Intuitive Machines: Priced For Failure, Poised For Acceleration; Headed To $17
LUNR
Published: October 06, 2025 by: Seeking Alpha
Sentiment: Neutral

Intuitive Machines (LUNR) is undervalued, trading at 4x sales, with low expectations and a strong cash position despite recent setbacks. LUNR is positioned for at least 30% revenue growth in 2026, with positive free cash flow expected in the second half of that year. Risks include execution missteps and potential dilution, but LUNR's debt-free balance sheet and cash reserves provide a solid cushion.

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image for news Intuitive Machines: Priced For Failure, Poised For Acceleration; Headed To $17
Intuitive Machines Completes KinetX Acquisition
LUNR
Published: October 01, 2025 by: GlobeNewsWire
Sentiment: Neutral

Strategic deal expands deep space navigation and constellation management capabilities, accelerating delivery of secure data relay from the Moon to Mars Strategic deal expands deep space navigation and constellation management capabilities, accelerating delivery of secure data relay from the Moon to Mars

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image for news Intuitive Machines Completes KinetX Acquisition
Intuitive Machines: Cash Rich, Execution Poor
LUNR
Published: August 25, 2025 by: Seeking Alpha
Sentiment: Negative

I rate Intuitive Machines, Inc. as Hold due to a misalignment between strategic ambitions and operational execution, despite a strong cash position. Recent results showed disappointing revenues and negative margins, with mission delays and cost overruns weighing on near-term performance and guidance. The company's growing contract pipeline and internalization of satellite production offer long-term potential but require flawless execution and significant upfront investment.

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image for news Intuitive Machines: Cash Rich, Execution Poor
Intuitive Machines to Post Q2 Earnings: What's in Store?
LUNR
Published: August 06, 2025 by: Zacks Investment Research
Sentiment: Negative

LUNR's Q2 results are likely to reflect strong lunar mission revenues, but rising costs could pressure the bottom line.

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image for news Intuitive Machines to Post Q2 Earnings: What's in Store?
Analysts Estimate Intuitive Machines, Inc. (LUNR) to Report a Decline in Earnings: What to Look Out for
LUNR
Published: July 31, 2025 by: Zacks Investment Research
Sentiment: Negative

Intuitive Machines, Inc. (LUNR) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

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image for news Analysts Estimate Intuitive Machines, Inc. (LUNR) to Report a Decline in Earnings: What to Look Out for

About Intuitive Machines, Inc. (LUNR)

  • IPO Date 2021-11-17
  • Website https://www.intuitivemachines.com
  • Industry Aerospace & Defense
  • CEO Stephen J. Altemus
  • Employees 435

Intuitive Machines, Inc. manufactures and supplies space products and services. It offers space products and services to support sustained robotic and human exploration to the moon, mars, and beyond. It offers its products and services through business units: Lunar Access Services, Orbital Services, Lunar Data Services, and Space Products and Infrastructure. The company was founded in 2013 and is based in Houston, Texas.