NASA contract ignites debate: Social media erupted following NASA's $180.4 million award to Intuitive Machines for the IM-5 mission targeting the lunar South Pole. Posters celebrated the inclusion of international payloads like an Australian rover, with shares jumping nearly 37 percent on the news. The deal underscores the firm's expanding footprint in NASA's Commercial Lunar Payload Services program.
Backlog fuels long-term hype: Discussion highlighted a $3.2 billion revenue backlog, including a fresh pact with Italy's Leonardo to pioneer lunar navigation standards. Investors noted 60-65 percent conversion to 2026 revenue, positioning the company beyond landers into vital communications infrastructure. Enthusiasm centered on its potential as the lunar economy's backbone.
Reliability risks linger: Amid optimism, users revisited past missions where landers tipped over post-landing, casting doubt on execution for IM-3 later this year. While contracts pile up, the focus remains on proving consistent success. Sentiment reflects cautious excitement over milestones achieved.
Note: This discussion summary was generated from an AI condensation of post data.
Intuitive Machines Insider Trading Activity
Intuitive Machines insiders have traded $LUNR stock on the open market 33 times in the past 6 months. Of those trades, 2 have been purchases and 31 have been sales.
Here’s a breakdown of recent trading of $LUNR stock by insiders over the last 6 months:
- STEPHEN J ALTEMUS (Chief Executive Officer) has made 0 purchases and 10 sales selling 3,086,803 shares for an estimated $51,966,675.
- TIMOTHY PRICE II CRAIN (SVP & Chief Technology Officer) has made 0 purchases and 12 sales selling 723,226 shares for an estimated $12,388,295.
- KAMAL SEYED GHAFFARIAN has made 0 purchases and 6 sales selling 425,727 shares for an estimated $8,623,273.
- MICHAEL BLITZER has made 2 purchases buying 241,080 shares for an estimated $2,190,434 and 0 sales.
- PETER MCGRATH (SVP and CFO) sold 25,541 shares for an estimated $445,332
- ANNA CHIARA JONES (See Remarks) sold 16,779 shares for an estimated $292,558
- STEVEN VONTUR (See Remarks) sold 4,343 shares for an estimated $75,724
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Intuitive Machines Revenue
Intuitive Machines had revenues of $44.8M in Q4 2025. This is a decrease of -18.07% from the same period in the prior year.
You can track LUNR financials on Quiver Quantitative's LUNR stock page.
Intuitive Machines Hedge Fund Activity
We have seen 135 institutional investors add shares of Intuitive Machines stock to their portfolio, and 113 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- D. E. SHAW & CO., INC. added 3,486,509 shares (+3258.0%) to their portfolio in Q4 2025, for an estimated $56,586,041
- TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA added 2,571,424 shares (+381.0%) to their portfolio in Q4 2025, for an estimated $41,734,211
- POINT72 ASSET MANAGEMENT, L.P. added 2,490,539 shares (+850.5%) to their portfolio in Q4 2025, for an estimated $40,421,447
- BANK OF AMERICA CORP /DE/ removed 2,025,520 shares (-75.7%) from their portfolio in Q4 2025, for an estimated $32,874,189
- FIRST TRUST ADVISORS LP removed 1,943,078 shares (-79.2%) from their portfolio in Q4 2025, for an estimated $31,536,155
- CITADEL ADVISORS LLC removed 1,860,433 shares (-98.1%) from their portfolio in Q4 2025, for an estimated $30,194,827
- BLACKROCK, INC. added 1,826,951 shares (+22.2%) to their portfolio in Q4 2025, for an estimated $29,651,414
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Intuitive Machines Government Contracts
We have seen $94,818,386 of award payments to $LUNR over the last year.
Here are some of the awards which we have have seen pay out the most over the last year:
- NEAR SPACE NETWORK (NSN) SERVICES (SUBCATEGORY 2.2 GEO TO CIS-LUNAR RELAY): $18,000,000
- COMMERCIAL LUNAR PAYLOAD SERVICES (CLPS): $11,690,000
- JOINT EMERGENT TECHNOLOGY SUPPLYING ON-ORBIT NUCLEAR POWER (JETSON) LOW POWER: $8,245,000
- THIS IS A FFP CONTRACT FOR NEXTSTEP2 APPENDIX R: LUNAR LOGISTICS AND MOBILITY STUDIES.: $4,615,489
- PHASE E LROC CONTRACT AWARD: $2,625,000
To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard.
Intuitive Machines Analyst Ratings
Wall Street analysts have issued reports on $LUNR in the last several months. We have seen 4 firms issue buy ratings on the stock, and 1 firms issue sell ratings.
Here are some recent analyst ratings:
- Clear Street issued a "Buy" rating on 12/29/2025
- Keybanc issued a "Overweight" rating on 12/19/2025
- B of A Securities issued a "Underperform" rating on 11/19/2025
- Canaccord Genuity issued a "Buy" rating on 11/07/2025
- Stifel issued a "Buy" rating on 11/03/2025
To track analyst ratings and price targets for Intuitive Machines, check out Quiver Quantitative's $LUNR forecast page.
Intuitive Machines Price Targets
Multiple analysts have issued price targets for $LUNR recently. We have seen 8 analysts offer price targets for $LUNR in the last 6 months, with a median target of $23.0.
Here are some recent targets:
- Jonathan Siegmann from Stifel set a target price of $22.0 on 03/23/2026
- Andres Sheppard from Cantor Fitzgerald set a target price of $26.0 on 03/20/2026
- Austin Moeller from Canaccord Genuity set a target price of $24.0 on 03/20/2026
- Edison Yu from Deutsche Bank set a target price of $22.0 on 03/20/2026
- Michael Leshock from Keybanc set a target price of $26.0 on 01/28/2026
- Greg Pendy from Clear Street set a target price of $25.0 on 12/29/2025
- Mike Crawford from B. Riley Securities set a target price of $20.0 on 12/22/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
