Recent Volatility: Discussions on social media about Intuitive Machines have centered on the stock's recent price swings. Many users noted a pullback in share price over the past week, despite gains over the past month and three months. This mixed performance has sparked debates about the company’s risk-reward profile.
Analyst Optimism: Some conversations highlighted positive analyst coverage, with reports of bullish outlooks and raised fair value estimates circulating widely. There’s particular excitement around recent strategic moves, like an acquisition, which some believe could drive future growth. A few participants even shared theories suggesting significant upside potential.
Lunar Ambitions: The company’s lunar mission plans continue to captivate social media audiences, with chatter about past milestones and upcoming goals. Enthusiasm persists around their role in commercializing lunar services, though skepticism about execution risks lingers in some corners.
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 5 times in the past 6 months. Of those trades, 2 have been purchases and 3 have been sales.
Here’s a breakdown of recent trading of $LUNR stock by insiders over the last 6 months:
- 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 3 sales selling 161,016 shares for an estimated $1,996,916.
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 133 institutional investors add shares of Intuitive Machines stock to their portfolio, and 112 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
- RENAISSANCE TECHNOLOGIES LLC removed 1,335,500 shares (-100.0%) from their portfolio in Q2 2025, for an estimated $14,516,884
- 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
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Intuitive Machines Government Contracts
We have seen $28,733,407 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): $22,000,000
- THIS IS A FFP CONTRACT FOR NEXTSTEP2 APPENDIX R: LUNAR LOGISTICS AND MOBILITY STUDIES.: $3,616,257
- PHASE E LROC CONTRACT AWARD: $1,000,000
- NEAR SPACE NETWORK (NSN) SERVICES (SUBCATEGORIES 1.2 (GEO TO CISLUNAR DIRECT TO EARTH (DTE)) AND 1.3 (XCIS...: $830,000
- CX-1 INTUITIVE MACHINES MID-SIZED LANDER STUDY BASE AWARD: $491,748
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 3 firms issue buy ratings on the stock, and 1 firms issue sell ratings.
Here are some recent analyst ratings:
- 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 4 analysts offer price targets for $LUNR in the last 6 months, with a median target of $16.75.
Here are some recent targets:
- 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
- Jonathan Siegmann from Stifel set a target price of $18.0 on 11/03/2025
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.
