Intuitive Machines Acquires Lanteris, Revenue Expected to Double to $140 Million
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 20 2026
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Source: stocktwits
- Artemis II Success: The smooth rollout of Artemis II reduces the risk of budget cuts, ensuring stable funding for the Omnibus Multidiscipline Engineering Services III, allowing Intuitive Machines to maintain steady revenue streams.
- Acquisition Unlocks Opportunities: Following the acquisition of Lanteris, Jaquar Analytics believes Intuitive Machines has quietly opened a significant door into the Department of Defense, particularly in satellite manufacturing contracts, potentially re-rating the company from a speculative space explorer to a prime defense contractor.
- Revenue Doubling Expected: With the IM-2 launch scheduled, Intuitive Machines is projected to exceed $140 million in revenue for Q1 FY2025, effectively doubling last year's $62.52 million, marking a significant success in NASA projects.
- Market Sentiment Shift: Although Intuitive Machines' stock has gained 17% over the past year, retail sentiment has shifted from 'extremely bullish' to 'bullish', indicating a cautious outlook on future performance.
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Analyst Views on LUNR
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
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
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.
Intuitive Machines Selected by NASA for Artemis II Mission Tracking
- Stock Price Surge: Intuitive Machines (LUNR) saw over a 3% increase in after-hours trading on Monday, reflecting market optimism following its selection by NASA to track the Artemis II Mission, indicating investor confidence in the company's future prospects.
- Global Volunteer Network: The company is now one of 34 global volunteers chosen by NASA to track this crewed lunar mission, highlighting its recognition and influence in the aerospace sector, which may pave the way for future contracts and collaborations.
- Significance of Artemis Program: The Artemis II Mission represents the first crewed flight of the Artemis program, scheduled to launch no earlier than February 6, marking a significant step in humanity's return to the Moon, with Intuitive's involvement potentially enhancing its standing in the aerospace market.
- Increased Market Attention: As the mission approaches, investor and market attention on Intuitive Machines is likely to rise, potentially driving further development in aerospace technology and bolstering investor confidence.
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Intuitive Machines Secures $4.82 Billion NASA Contract, Supporting Artemis Program
- NASA Partnership: Intuitive Machines is recognized as one of NASA's top 20 partners by contract value for 2024, highlighting its significance in the Artemis program and expected to drive future business growth.
- Satellite Infrastructure Orders: The company has secured contracts totaling $4.82 billion from NASA for lunar satellite infrastructure, further solidifying its market position in the aerospace industry.
- Financial Improvement: Revenue for Q3 2025 reached $52.4 million, with net losses significantly reduced from $81.1 million in 2024 to $10.3 million, indicating substantial progress in the company's financial health.
- Strong Cash Reserves: As of the most recent quarter, Intuitive Machines holds $622 million in cash reserves against $371 million in debt, providing robust financial support for future projects and expansions.
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