NASA Contract Announcement: Social media buzz centers on Intuitive Machines securing a significant NASA award for lunar logistics missions slated for 2028. Analysts highlight the company's expanding role in building critical space infrastructure beyond initial landing services.
Growth Versus Profitability Debate: Discussions note the shift toward commercial-scale operations but flag ongoing concerns over negative earnings and elevated valuations. Recent insider activity draws scrutiny amid broader sector pullbacks.
Strategic Positioning: Observers position the firm as a key last-mile partner in lunar efforts alongside larger players, with the new deal reinforcing its pipeline in the Artemis program. Overall sentiment remains cautiously optimistic as markets await earnings validation.
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 49 times in the past 6 months. Of those trades, 0 have been purchases and 49 have been sales.
Here’s a breakdown of recent trading of $LUNR stock by insiders over the last 6 months:
- KAMAL SEYED GHAFFARIAN has made 0 purchases and 26 sales selling 1,135,272 shares for an estimated $30,295,549.
- STEPHEN J ALTEMUS (Chief Executive Officer) has made 0 purchases and 7 sales selling 1,100,554 shares for an estimated $20,781,848.
- TIMOTHY PRICE II CRAIN (SVP & Chief Technology Officer) has made 0 purchases and 10 sales selling 531,673 shares for an estimated $10,528,633.
- PETER MCGRATH (SVP and CFO) has made 0 purchases and 2 sales selling 50,095 shares for an estimated $1,025,003.
- WILLIAM JOHN JR LIQUORI sold 18,321 shares for an estimated $547,248
- ANNA CHIARA JONES (SVP, CLO & Corporate Secretary) has made 0 purchases and 2 sales selling 21,690 shares for an estimated $408,497.
- 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. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
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.
You can access data on LUNR stock through the Quiver Quantitative API.
Intuitive Machines Hedge Fund Activity
We have seen 169 institutional investors add shares of Intuitive Machines stock to their portfolio, and 134 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- CITADEL ADVISORS LLC added 3,610,261 shares (+10062.6%) to their portfolio in Q1 2026, for an estimated $67,006,444
- D. E. SHAW & CO., INC. added 3,486,509 shares (+3258.0%) to their portfolio in Q4 2025, for an estimated $56,586,041
- DEFIANCE ETFS, LLC added 2,085,244 shares (+inf%) to their portfolio in Q1 2026, for an estimated $38,702,128
- LMR PARTNERS LLP added 1,984,126 shares (+inf%) to their portfolio in Q1 2026, for an estimated $36,825,378
- RENAISSANCE TECHNOLOGIES LLC added 1,934,000 shares (+inf%) to their portfolio in Q1 2026, for an estimated $35,895,040
- STATE STREET CORP added 1,850,338 shares (+30.1%) to their portfolio in Q1 2026, for an estimated $34,342,273
- MILLENNIUM MANAGEMENT LLC added 1,733,492 shares (+231.3%) to their portfolio in Q1 2026, for an estimated $32,173,611
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
Intuitive Machines Government Contracts
We have seen $84,139,677 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:
- COMMERCIAL LUNAR PAYLOAD SERVICES (CLPS): $11,690,000
- NEAR SPACE NETWORK (NSN) SERVICES (SUBCATEGORY 2.2 GEO TO CIS-LUNAR RELAY): $9,000,000
- JOINT EMERGENT TECHNOLOGY SUPPLYING ON-ORBIT NUCLEAR POWER (JETSON) LOW POWER: $8,245,000
- PHASE E LROC CONTRACT AWARD: $3,625,000
- THIS IS A FFP CONTRACT FOR NEXTSTEP2 APPENDIX R: LUNAR LOGISTICS AND MOBILITY STUDIES.: $1,936,780
To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard. You can access data on government contracts through the Quiver Quantitative API government contracts endpoint.
Intuitive Machines Analyst Ratings
Wall Street analysts have issued reports on $LUNR in the last several months. We have seen 1 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Roth Capital issued a "Buy" rating on 05/15/2026
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 7 analysts offer price targets for $LUNR in the last 6 months, with a median target of $41.0.
Here are some recent targets:
- Suji Desilva from Roth Capital set a target price of $75.0 on 05/28/2026
- Andres Sheppard from Cantor Fitzgerald set a target price of $43.0 on 05/19/2026
- Mike Crawford from B. Riley Securities set a target price of $45.0 on 05/15/2026
- Austin Moeller from Canaccord Genuity set a target price of $41.0 on 05/15/2026
- Michael Leshock from Keybanc set a target price of $27.0 on 04/29/2026
- Jonathan Siegmann from Stifel set a target price of $22.0 on 03/23/2026
- Edison Yu from Deutsche Bank set a target price of $22.0 on 03/20/2026
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.
