Intuitive Machines (LUNR) Raises Price Target to $25 Amid Lanteris Acquisition
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Dec 30 2025
0mins
Should l Buy LUNR?
Source: Benzinga
- Acquisition Catalyst: Clear Street analyst maintains a Buy rating on Intuitive Machines and raises the price target from $17 to $25, primarily driven by the pending acquisition of Lanteris, which is expected to significantly enhance the combined revenue outlook.
- Financial Strength: The analyst noted that Intuitive Machines has more cash than debt on its balance sheet, indicating a solid financial position that supports future growth initiatives.
- Market Opportunities: The acquisition positions Intuitive Machines as a next-generation space prime contractor with exposure to multi-billion-dollar lunar programs, particularly amid increased U.S. focus on lunar exploration.
- Revenue Projections: The combined revenue of Intuitive Machines and Lanteris is projected to reach $1.045 billion by 2027, a substantial increase from the previous estimate of $452 million, reflecting the potential benefits of the acquisition and market expansion opportunities.
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Analyst Views on LUNR
Wall Street analysts forecast LUNR stock price to rise 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: 14.790
Low
9.50
Averages
17.74
High
25.00
Current: 14.790
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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- Market Volatility Impact: Intuitive Machines (NASDAQ:LUNR) shares fell 18.87% to $15.91 on Wednesday, reflecting a broader sell-off in technology stocks as the Nasdaq index dropped 0.98%, indicating a bearish market sentiment.
- Mixed Technical Indicators: Currently, LUNR is trading 10.9% below its 20-day simple moving average while being 34.2% above its 100-day SMA, suggesting short-term weakness but maintaining long-term strength in its price performance.
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See More
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- Key Contract Signing: Rocket Lab secured an $816 million contract with the U.S. Space Development Agency to design and manufacture 18 satellites, marking a critical step in diversifying its business away from core launch services.
- Intuitive Machines' Lunar Exploration: Intuitive Machines has successfully sent two Nova-C landers to the moon, with IM-1 marking the first successful U.S. moon landing since 1972, and revenue projected to increase from $219 million in 2025 to $1.04 billion in 2027, showcasing robust growth potential in commercial lunar services.
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- Launch Delay: NASA announced that the potential launch of Artemis II has been postponed to February 8 from the originally scheduled February 6 due to cold weather and high winds in Florida, underscoring the significant impact of weather on space launch schedules.
- Stock Volatility: Shares of Intuitive Machines fell over 5% last week and have dropped more than 12% in the past year, reflecting market caution ahead of the Artemis II mission and affecting investor confidence.
- Analyst Optimism: KeyBanc analyst raised the price target for Intuitive Machines from $20 to $26, citing an ideal macro environment expected to drive significant growth opportunities in the space and defense technology sectors, indicating a positive outlook for the company's future.
See More
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- 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.
See More
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- 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.
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See More
