Intuitive Machines Secures $4.82 Billion NASA Contract, Supporting Artemis Program

Written by Emily J. Thompson, Senior Investment Analyst

LUNR-2.81%

LMT-0.52%

NOC+0.37%

Source: Fool

Updated: 1h ago

0mins

Source: Fool

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.

LUNR

$20.03+Infinity%1D

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: 20.610

Low

9.50

Averages

17.74

High

25.00

Current: 20.610

Low

9.50

Averages

17.74

High

25.00

Stifel

Buy

Hold

downgrade

$18 -> $20

2026-01-08

Reason

Stifel

Price Target

$18 -> $20

AI Analysis

2026-01-08

downgrade

Buy

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.

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.

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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.

B. Riley

NULL -> Buy

upgrade

$14 -> $20

2025-12-22

Reason

B. Riley

Price Target

$14 -> $20

2025-12-22

upgrade

NULL -> Buy

Reason

B. Riley raised the firm's price target on Intuitive Machines to $20 from $14 and keeps a Buy rating on the shares. The firm sees the Trump administration's executive order on U.S. space policy as representing a stance that supports Intuitive Machines' business, the analyst tells investors in a research note.

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.