Intuitive Machines: Growth Has Only Just Begun

Intuitive Machines earns a speculative buy rating at $14, driven by a surging $1.8B backlog and rapid expansion beyond lunar landings. LUNR's revenue mix is diversifying, with National Security now 30% of Q2 revenue and satellite manufacturing becoming a core, scalable activity. Valuation at 2.7x 2027E sales appears reasonable versus peers, but margin expansion and reduced dilution are essential for upside realization.

Seeking Alpha • Sep 17, 2026

Advance Auto Parts vs. Intuitive Machines: Which Stock Is a Better Buy in 2026?

Advance Auto Parts remains focused on store efficiencies and its professional installer segment. Intuitive Machines provides critical space infrastructure and manages high-value government contracts.

The Motley Fool • Sep 16, 2026

Intuitive Machines: If You Wanted To Buy Space Stock, Do It Now

Intuitive Machines, Inc. is rated Buy after a sector-wide decline, supported by strong NASA partnerships and a record $1.8 billion backlog. LUNR's Q2 2026 revenue surged 300% YoY to $206 million, driven by satellite manufacturing and government contracts, despite missing estimates and burning $84 million in cash. The company is diversifying beyond lunar landers into commercial, civil, and national security space, with 80+ spacecraft under contract and major geostationary satellite deals.

Seeking Alpha • Sep 16, 2026

Intuitive Machines Completes In-Orbit Commissioning, Delivers SXM-11 to Customer

HOUSTON, Sept. 15, 2026 (GLOBE NEWSWIRE) -- Intuitive Machines, Inc. (Nasdaq: LUNR) ("Intuitive Machines," and together with its subsidiaries, the "Company"), a leading space technology, infrastructure, and services company, today announced it has completed the handover of the SXM-11 satellite to SiriusXM following successful in-orbit testing.

GlobeNewsWire • Sep 15, 2026

Intuitive Machines vs. Vertiv: Which Industrials Stock Is a Better Buy in 2026?

Intuitive Machines provides critical lunar infrastructure and recently expanded its reach through strategic acquisitions. Vertiv maintains a dominant position providing power and cooling solutions for the rapidly growing AI data center market.

The Motley Fool • Sep 15, 2026

Intuitive Machines: A $1.8B Backlog Helps The Next Phase Of Space Scale-Up

Intuitive Machines (LUNR) is transitioning from a lunar mission contractor to a vertically integrated space infrastructure platform, targeting recurring infrastructure-style revenue. LUNR reported Q2 revenue of $206 million (4x YoY), with a record $1.8 billion backlog and growing exposure to national security and commercial GEO satellite contracts. Gross margins remain pressured and cash burn is high, but scaling satellite production and backlog conversion could drive margin expansion and operating leverage over time.

Seeking Alpha • Sep 11, 2026

LUNR Stock Rises 75.4% in the Past Year: What Should Investors Do?

Intuitive Machines has surged 75.4% in a year as contract wins and a record backlog fuel growth, but losses and rich valuation cloud near-term upside.

Zacks Investment Research • Sep 10, 2026

SpaceX Rises 4% as Pivotal Research Launches Coverage at $220, Intuitive Machines Climbs 5%, Rocket Lab Gains 3%

SpaceX (NASDAQ:SPCX | SPCX Price Prediction) drew fresh Wall Street coverage Tuesday morning, and the initiation is sending shares of the newly public rocket and satellite operator higher alongside a broad bid across the space complex.

24/7 Wall Street • Sep 8, 2026

Trump Declares the Moon Belongs to the U.S. Here Are 5 Space Stocks to Watch

President Donald Trump posted a photograph of the Moon to Truth Social this week with an American flag and the caption “The Moon is ours”.

24/7 Wall Street • Sep 8, 2026

Beyond NVDA: New Frontiers in Space Stocks, Healthcare AI

Sydney Armani, CEO of AI Fintech World Group, discusses Nvidia (NVDA) continuing its climb after a stellar earnings report, with 2028 revenue projections soaring and its dominance in data center code and software cementing its leadership. Beyond Nvidia, emerging opportunities are drawing attention, including the space economy's focus on orbital data centers and satellite communication, where data infrastructure offers the real opportunity.