Intuitive Machines: Reaching Inflection Point Of Profitability (Rating Upgrade)

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.

Seeking Alpha • 7 hours ago

Intuitive Machines Stock Is Sliding Wednesday: What's Driving the Move?

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.

Benzinga • Jul 8, 2026

LUNR Falls 36.5% in the Past Month: How to Play the Stock?

Intuitive Machines' 36.5% monthly drop raises questions as NASA-backed lunar growth prospects are weighed against losses, execution risks and premium valuation.

Zacks Investment Research • Jul 7, 2026

Rocket Lab Falls 7%, AST SpaceMobile Drops 5%, Intuitive Machines and SpaceX Slip 3% as Space Stocks Pull Back

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.

24/7 Wall Street • Jul 6, 2026

NASA Just Made A Huge Bet That These 3 Companies Will Get America Back To The Moon Before China

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.

24/7 Wall Street • Jul 6, 2026

These Stocks Could Win as Wall Street Looks Beyond AI Software

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.

MarketBeat • Jul 4, 2026

Intuitive Machines: Modest NASA Award, Bigger Signal (Rating Upgrade)

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.

Seeking Alpha • Jul 2, 2026

3 Stocks Tied To The Lunar Economy

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.

Benzinga • Jul 2, 2026

These Space Stocks Are Getting a Lift From New NASA Moon Missions

Astrobotic, Firefly, and Intuitive Machines were getting a boost after winning new NASA business.

Barrons • Jul 1, 2026

Intuitive Machines Secures Sixth NASA CLPS Award to Establish High-Volume Lunar Utility Pipeline

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.

GlobeNewsWire • Jun 30, 2026