Q1 Earnings Momentum: Social media discussions spotlight Intuitive Machines' robust first-quarter performance, with revenue nearly tripling year-over-year to $187 million and a record $1.1 billion backlog. Participants highlight $429 million in new contracts and positive adjusted EBITDA as signs of accelerating growth in the space infrastructure sector. The company's reaffirmed full-year guidance of $900 million to $1 billion fuels optimistic chatter amid recent acquisitions.
Analyst Price Target Raises: Traders point to multiple Wall Street firms hiking price targets, including Canaccord Genuity to $41 and Clear Street to $44, reflecting confidence in contract wins and revenue diversification. Conversations note Stifel lifting its target to $32 while maintaining a hold, citing caution after the stock's sharp rally. Bullish options flow and institutional sweeps add to the positive tone.
NASA Update Anticipation: Attention turns to NASA's expected Lunar Terrain Vehicle procurement update around May 22, potentially sparking volatility for Intuitive Machines. Users pair the ticker with peers like Rocket Lab, viewing it as a key player in lunar missions. Sentiment remains upbeat, with focus on the company's expanding role in cislunar communications and infrastructure.
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 40 times in the past 6 months. Of those trades, 0 have been purchases and 40 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 11 sales selling 3,100,554 shares for an estimated $52,291,308.
- KAMAL SEYED GHAFFARIAN has made 0 purchases and 11 sales selling 709,545 shares for an estimated $16,186,805.
- TIMOTHY PRICE II CRAIN (SVP & CTO) has made 0 purchases and 13 sales selling 731,673 shares for an estimated $12,587,712.
- PETER MCGRATH (SVP and CFO) has made 0 purchases and 2 sales selling 50,095 shares for an estimated $1,025,003.
- 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 160 institutional investors add shares of Intuitive Machines stock to their portfolio, and 130 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
- POINT72 ASSET MANAGEMENT, L.P. added 2,490,539 shares (+850.5%) to their portfolio in Q4 2025, for an estimated $40,421,447
- DEFIANCE ETFS, LLC added 2,085,244 shares (+inf%) to their portfolio in Q1 2026, for an estimated $38,702,128
- BANK OF AMERICA CORP /DE/ removed 2,025,520 shares (-75.7%) from their portfolio in Q4 2025, for an estimated $32,874,189
- RENAISSANCE TECHNOLOGIES LLC added 1,934,000 shares (+inf%) to their portfolio in Q1 2026, for an estimated $35,895,040
- CITADEL ADVISORS LLC removed 1,860,433 shares (-98.1%) from their portfolio in Q4 2025, for an estimated $30,194,827
- STATE STREET CORP added 1,850,338 shares (+30.1%) to their portfolio in Q1 2026, for an estimated $34,342,273
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 $92,139,677 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:
- 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
- PHASE E LROC CONTRACT AWARD: $2,625,000
- 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 3 firms issue buy ratings on the stock, and 1 firms issue sell ratings.
Here are some recent analyst ratings:
- Roth Capital issued a "Buy" rating on 05/15/2026
- 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
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 9 analysts offer price targets for $LUNR in the last 6 months, with a median target of $24.0.
Here are some recent targets:
- Suji Desilva from Roth Capital set a target price of $50.0 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
- 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
- Greg Pendy from Clear Street set a target price of $25.0 on 12/29/2025
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.
