NASA Contract Uncertainty: Recent discussions on social media about Intuitive Machines have centered on uncertainty surrounding key NASA contract decisions. Many users are highlighting a downgrade by a major analyst firm to a 'Hold' rating, citing balanced risk-reward due to potential delays or political unpredictability. This has sparked varied opinions among investors about the stock's near-term prospects.
Stock Price Movements: There’s also chatter about the stock's recent rally, with some noting a significant uptick following news of expansion into lunar satellite manufacturing. Posts reflect curiosity about whether this signals a shift in the company’s growth trajectory. A few users mentioned positive analyst outlooks with raised price targets, fueling cautious optimism.
Insider Activity: Another point of discussion is a recent insider sale by a top executive, which has raised eyebrows among followers. Some are questioning if this reflects a lack of confidence, while others see it as routine profit-taking after a price surge. The debate keeps the conversation lively and speculative.
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 15 times in the past 6 months. Of those trades, 2 have been purchases and 13 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 6 sales selling 2,500,000 shares for an estimated $40,547,900.
- TIMOTHY PRICE II CRAIN (SVP and Chief Growth Officer) has made 0 purchases and 5 sales selling 350,000 shares for an estimated $5,339,693.
- MICHAEL BLITZER has made 2 purchases buying 241,080 shares for an estimated $2,190,434 and 0 sales.
- KAMAL SEYED GHAFFARIAN has made 0 purchases and 2 sales selling 80,508 shares for an estimated $1,026,843.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Intuitive Machines Revenue
Intuitive Machines had revenues of $52.4M in Q3 2025. This is a decrease of -10.33% 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 130 institutional investors add shares of Intuitive Machines stock to their portfolio, and 94 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- D. E. SHAW & CO., INC. removed 3,143,074 shares (-96.7%) from their portfolio in Q3 2025, for an estimated $33,065,138
- FIRST TRUST ADVISORS LP added 2,386,688 shares (+3582.9%) to their portfolio in Q3 2025, for an estimated $25,107,957
- TWO SIGMA INVESTMENTS, LP removed 1,681,788 shares (-65.2%) from their portfolio in Q3 2025, for an estimated $17,692,409
- SUSQUEHANNA INTERNATIONAL GROUP, LLP added 1,640,314 shares (+927.5%) to their portfolio in Q3 2025, for an estimated $17,256,103
- JUMP FINANCIAL, LLC added 1,314,888 shares (+5262.9%) to their portfolio in Q3 2025, for an estimated $13,832,621
- FRONTIER CAPITAL MANAGEMENT CO LLC added 1,264,640 shares (+inf%) to their portfolio in Q3 2025, for an estimated $13,304,012
- CITADEL ADVISORS LLC added 1,105,928 shares (+139.9%) to their portfolio in Q3 2025, for an estimated $11,634,362
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Intuitive Machines Government Contracts
We have seen $45,593,407 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.: $3,616,257
- PHASE E LROC CONTRACT AWARD: $1,925,000
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 6 analysts offer price targets for $LUNR in the last 6 months, with a median target of $20.0.
Here are some recent targets:
- Jonathan Siegmann from Stifel set a target price of $20.0 on 01/09/2026
- 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
- Michael Leshock from Keybanc set a target price of $20.0 on 12/19/2025
- Ronald Epstein from B of A Securities set a target price of $9.5 on 11/19/2025
- Austin Moeller from Canaccord Genuity set a target price of $15.5 on 11/07/2025
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.
