Intuitive Machines Holds First-Mover Advantage in Lunar Landing Market
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jun 29 2026
0mins
Source: NASDAQ.COM
- Market Potential: According to McKinsey's latest estimates, the global space economy is projected to expand from $626 billion in 2025 to $1.8 trillion by 2035, indicating significant growth potential that attracts investor interest.
- Clear Competitive Advantage: Intuitive Machines holds a first-mover advantage in the lunar landing market, with a more reasonable valuation compared to SpaceX, which has unprofitable operations and trades at over 100 times its sales, potentially leading investors to favor Intuitive Machines.
- Revenue Growth Expectations: Analysts forecast Intuitive Machines' revenue to surge from $210 million in 2025 to $1.39 billion by 2028, with profitability expected in the final year, driven by upcoming lunar missions and its expansion into diversified space services.
- Investor Appeal: Despite trading at just 9 times its 2025 sales and 3 times its projected 2026 sales, Intuitive Machines presents a more attractive investment option in the current frothy market, especially as competition in the space industry intensifies.
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Analyst Views on LUNR
Wall Street analysts forecast LUNR stock price to fall
10 Analyst Rating
8 Buy
1 Hold
1 Sell
Moderate Buy
Current: 18.890
Low
9.50
Averages
17.74
High
25.00
Current: 18.890
Low
9.50
Averages
17.74
High
25.00
About LUNR
Intuitive Machines, Inc. is a space technology, infrastructure, and services company. It is a provider and supplier of space products and services that enable sustained robotic and human exploration to the Moon, Mars, and beyond. Its services include delivery services, data transmission services, and infrastructure as a service. Its delivery services provide transportation and delivery of payloads, such as satellites, scientific instruments and cargo to various destinations in space, in addition to rideshare delivery and lunar surface access. Its data transmission services offerings include the collection, processing, and interpretation of space-based data, utilizing applications, such as command, control, communications, reconnaissance and prospecting. Its infrastructure as a service delivers space assets, performing tasks and making decisions without human intervention that are designed to perform essential functions, such as navigation, scientific data collection, and others.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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