
Intuitive Machines: If You Wanted To Buy Space Stock, Do It Now
Seeking Alpha
公開日時: Sep 16, 2026, 10:50 PM GMT+9
Sentiment Analysis
Intuitive Machines, Inc. is rated Buy after a sector-wide decline, supported by strong NASA partnerships and a record $1.8 billion backlog. LUNR’s Q2 2026 revenue surged 300% YoY to $206 million, driven by satellite manufacturing and government contracts, despite missing estimates and burning $84 million in cash. The company is diversifying beyond lunar landers into commercial, civil, and national security space, with 80+ spacecraft under contract and major geostationary satellite deals. LUNR trades at a Price-to-Sales of 3.87, the lowest among peers, but future performance hinges on execution and cash flow stabilization.
Intuitive Machines, Inc. (LUNR) is one of the companies I have followed closely for the last couple of years. This is due to its close relationship with NASA and its highly volatile stock. I write about stocks I’m personally interested in adding to my portfolio. I’m not a professional advisor, but I study business and economics and analyze markets full-time. My writing is meant for both complete beginners — I avoid unnecessary complexity — and advanced readers, as I always aim to offer a distinct and well-reasoned perspective. I also run a YouTube Channel called "The Market Monkeys" and break some of the stocks there as well.
Source: Seeking Alpha
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