Intuitive Machines builds lunar landers and space services to deliver cargo and science to the Moon, Mars, and beyond—think of it as a space courier for NASA and other clients.
Revenue comes from government contracts, mainly NASA, for lunar missions and data services. Gross margin was 25.7% TTM, but net margin was -36.8%, so it's not yet profitable—money is made per mission, not recurring.
Competitors like SpaceX and Blue Origin have deeper pockets and reusable rockets, but Intuitive Machines has proven lunar landings and NASA partnerships that are hard to replicate quickly. Moat is solid near-term, though SpaceX's Starship could erode its niche
Sell (sector percentile 7) — value D-, growth A, profitability D, momentum C, revisions F. Updated daily, sector-relative, identical for every user.
Key events, in time order
Policy tailwind for space launch industry; LUNR, as lunar services provider, may benefit from expansion outlook
Space Force NITE-STAR award boosts LUNR backlog to record, signaling rising defense demand
Undisclosed customer awards multi-satellite infrastructure program valued over $600M using IM-1300 platform
Despite Q2 miss, backlog surge drives analyst optimism on order acceleration and valuation
Multiple sources confirm earnings timing and implied volatility ahead of release
Multiple independent X users mention LUNR earnings, no new facts, just repetition
Expands from lunar lander to defense space platforms, validated by concrete contract
Record Q1 2026 revenue of $186.7 million, approximately 3x first quarter of 2025
Related — this ticker is not the subject
The White House is turning a space-policy slogan into a concrete capacity target, with implications for launch infrastructure and commercial space contractors.
None yet
None yet
Intuitive Machines (LUNR) is presented as a discounted growth stock with cheaper valuation compared to other space leaders. This comes amid a list of weekly downgrades.
Main discussion
🚨 TOP 10 WEEKLY DOWNGRADES: $SBET $APP $KLAR $LMND $MRVL $PONY $HIMS $META $LUNR https://t.co/hW4ANDLGpQ
Space stocks are starting to split into two very different camps. $RKLB and $ASTS are the leaders, but already pricing in years of execution. $RDW, $VOYG and $LUNR have discounted growth and cheaper valuations. Are the Leaders premiums justified, or are the cheaper names the bett
No comments yet.
Facts and opinions separated · All items sourced · Not investment advice
