LUNR - Intuitive Machines, Inc.
It's been about one month since SpaceX's NASDAQ: SPCX initial public offering (IPO), and the stock is down approximately 11% from its first trade on June 12. But cynics shouldn't take a victory lap quite yet.
Rocket Lab or Intuitive Machines after the space stock sell-off? Here's why one looks like the safer long-term bet while the other could deliver bigger rewards for risk-tolerant investors.
LUNR expands lunar mission operations by advancing planning, navigation and surface capabilities to support future Moon missions.
Intuitive Machines Inc. (NASDAQ:LUNR) shares are trading lower Friday afternoon as traders continue to weigh a company-specific NASA win against a tape that's still selective. Here's what investors need to know.
The space economy is transitioning from science project to revenue-generating industry, and July has produced a sharp pullback across the sector leaders.
Intuitive Machines is re-rated as a buy, driven by record backlog, accelerating revenue, and continued NASA and defense contract wins. LUNR's backlog surged to over $1 billion, fueled by the Lanteris acquisition and $428.9 million in new multi-year contracts. Q1 revenue reached a record $186.7 million, with diversified streams across commercial, civil, and national security sectors.
Intuitive Machines Inc (NASDAQ:LUNR) shares are trading lower by more than 4% on Wednesday as traders weigh a fresh NASA award against a risk-off tape.
SpaceX is drawing a lot of attention, but these three companies are poised to perform.
Intuitive Machines' 36.5% monthly drop raises questions as NASA-backed lunar growth prospects are weighed against losses, execution risks and premium valuation.
Shares of space stocks are selling off across the board midday Monday, with the group's leaders giving back a chunk of last week's sharp gains.
NASA Administrator Jared Isaacman has framed the current moment in stark terms: “We are in a new space race to the lunar surface, and if we fall behind, we may never catch up.
The first half of the trading year typically operates on a dominant market narrative. Over the past six months, that narrative has favored massive artificial intelligence (AI) and compute infrastructure rallies.
Fifty years after Apollo 17, humans are headed back to the Moon – and this time, it's not just about planting flags and coming home.
Intuitive Machines upgraded to Buy as operational risks have eased and strategic positioning has improved post-Lanteris acquisition. LUNR's Q1 2026 revenue surged to $186.7M, with the first positive adjusted EBITDA; backlog visibility and recurring NASA demand now support a more investable thesis. The NASA $148.3M award validates LUNR's evolution from lunar delivery to a broader cislunar infrastructure platform, enhancing long-term growth prospects.
HOUSTON, June 30, 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 it has received a firm-fixed-price contract from NASA valued at up to $148.3 million to deliver a production-line-qualified Nova-C lander to the Moon no later than 2028. The award reinforces NASA's accelerated schedule for lunar surface deliveries and helps proliferate Moon Base operational sites in support of Artemis.
LUNR expands lunar surface infrastructure capabilities, supporting payload deployment, mobility and long-term Moon exploration.
Intuitive Machines lost about 60% of its market value in a month, but revenue nearly tripled year over year. The $500 million ATM offering creates an ongoing share overhang that could pressure the stock even if the company executes well operationally.
LUNR and BKSY are both riding space-sector tailwinds, but one stock stands out on earnings trends, share gains and growth prospects.
Intuitive Machines could have more upside potential in this frothy market.
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