Intuitive Machines Inc. saw its stock price drop by 7.91% as it crossed below the 20-day SMA amid a generally positive market, with the Nasdaq-100 and S&P 500 both up over 0.5%.
The company has secured a significant $4.82 billion contract with NASA, solidifying its role in the Artemis program and enhancing its market position in the aerospace sector. This contract is expected to drive future business growth, especially with the upcoming lunar mission IM-3 planned for mid-2026, which could further boost investor confidence if successful. Additionally, Intuitive Machines reported improved financials, with Q3 2025 revenue reaching $52.4 million and net losses significantly reduced, indicating a positive trend in its financial health.
Despite the stock's decline, the substantial NASA contract and improving financial metrics suggest a strong foundation for future growth. Investors may view the current price drop as a potential buying opportunity, given the company's strategic partnerships and upcoming projects.
Wall Street analysts forecast LUNR stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for LUNR is 17.74 USD with a low forecast of 9.50 USD and a high forecast of 25.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
10 Analyst Rating
Wall Street analysts forecast LUNR stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for LUNR is 17.74 USD with a low forecast of 9.50 USD and a high forecast of 25.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
8 Buy
1 Hold
1 Sell
Moderate Buy
Current: 20.990
Low
9.50
Averages
17.74
High
25.00
Current: 20.990
Low
9.50
Averages
17.74
High
25.00
KeyBanc
Michael Leshock
Overweight
maintain
$20 -> $26
2026-01-28
New
Reason
KeyBanc
Michael Leshock
Price Target
$20 -> $26
AI Analysis
2026-01-28
New
maintain
Overweight
Reason
KeyBanc analyst Michael Leshock raised the firm's price target on Intuitive Machines to $26 from $20 and keeps an Overweight rating on the shares. Post the swath of recent events and headlines directly impacting the space and defense technology industries, the firm is updating view on the sector. KeyBanc sees an ideal macro environment persisting through 2026, driving significant growth opportunities and potential re-ratings of space and defense tech equities.
Stifel
Buy
to
Hold
downgrade
$18 -> $20
2026-01-08
Reason
Stifel
Price Target
$18 -> $20
2026-01-08
downgrade
Buy
to
Hold
Reason
Stifel downgraded Intuitive Machines to Hold from Buy with a price target of $20, up from $18. Buy. The firm believes an announcement from NASA on the lunar terrain vehicle contract is imminent. However, an "unpredictable political climate" might introduce new uncertainty on whether the most qualified bid actually wins the competition, the analyst tells investors in a research note. With Intuitive shares near the price target and "increased nervousness" around the lunar terrain award, Stifel sees a more balanced risk/reward into the news.
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Clear Street
Buy
maintain
$25
2026-01-06
Reason
Clear Street
Price Target
$25
2026-01-06
maintain
Buy
Reason
Clear Street named Intuitive Machines a top idea for 2026 while keeping a Buy rating on the shares with a $25 price target. The company is transitioning away from a dependence on "volatile, mission-driven" orbital and lunar access services toward "durable and recurring revenue streams," the analyst tells investors in a research note. Clear views the stock's current levels as compelling ahead of Intuitive's transition to a next-generation space prime.
Clear Street
Buy
maintain
$17 -> $25
2025-12-29
Reason
Clear Street
Price Target
$17 -> $25
2025-12-29
maintain
Buy
Reason
Clear Street raised the firm's price target on Intuitive Machines to $25 from $17 and keeps a Buy rating on the shares, noting that the acquisition of Lanteris that is expected to close by Q2 is now incorporated into the firm's outlook. The transaction, which is projected to be accretive to revenue and adjusted EBITDA, creates "a next-generation space prime with direct exposure to multi-billion-dollar space programs," the analyst tells investors.
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.
