Intuitive Machines Selected by L3Harris to Support Spacecraft Development
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Mar 03 2026
0mins
Should l Buy LUNR?
Intuitive Machines (LUNR) announced Lanteris Space Systems was selected by L3Harris Technologies (LHX) to support the development and production of spacecraft platforms for the Space Development Agency Tranche 3 Tracking Layer of the Proliferated Warfighter Space Architecture. Under this selection, Intuitive Machines will design, build and deliver 18 advanced spacecraft platforms to help enable the next generation of space-based missile tracking capabilities. This effort supports the SDA mission to deliver persistent, real-time tracking of advanced missile threats, including hypersonic and ballistic systems.
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Analyst Views on LUNR
Wall Street analysts forecast LUNR stock price to rise
10 Analyst Rating
8 Buy
1 Hold
1 Sell
Moderate Buy
Current: 17.680
Low
9.50
Averages
17.74
High
25.00
Current: 17.680
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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- Upgraded Sales Guidance: The company raised its FY26 sales guidance, indicating management's confidence in future performance, which may further drive stock price appreciation and enhance market recognition of its long-term growth potential.
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See More
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- Investment Surge: China's investment in the commercial space sector increased from $340 million in 2015 to $3.81 billion in 2025, indicating a strategic commitment to the space industry that may narrow the gap with the U.S.
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- Earnings Beat Expectations: Adjusted earnings came in at $0.80 per share, surpassing the expected $0.79, demonstrating significant progress in cost control and operational efficiency, which enhances investor confidence.
- Significant Stock Surge: Following the positive earnings report, Marvell's stock price jumped 18.4% to $89.56 during Friday's trading session, reflecting optimistic market expectations regarding the company's future growth potential.
- Positive Market Reaction: Despite a broader market decline with the Dow Jones index falling around 500 points, Marvell's strong earnings attracted investor attention, showcasing its resilience in an uncertain market environment.
See More
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See More
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- CEO Strategy Emphasis: CEO Steve Altemus highlighted that the contract builds on proven performance, underscoring the company's strategy of supplying scalable spacecraft platforms for complex missions, showcasing its growing significance in the space infrastructure market.
- Market Risks and Long-Term Trends: Despite short-term stock volatility, LUNR maintains a long-term uptrend, trading above its 200-day simple moving average, reflecting market confidence in its future revenue opportunities amidst ongoing geopolitical tensions.
See More
