Intuitive Machines jumps as investors revisit recent NASA contract win and near-term award expectations

Intuitive Machines (LUNR) is up 7.3% today. Here is some analysis on what might have caused this price movement.

Analysis: The move appears tied to renewed buying interest after Intuitive Machines’ recent NASA lunar delivery contract win, with traders also positioning for additional lunar-related awards the company has flagged as near-term opportunities. This could also be amplified by momentum trading in a volatile, news-driven space/defense tape.

Details:

NASA awarded Intuitive Machines a $180.4 million Commercial Lunar Payload Services task order tied to the IM-5 mission, supporting visibility for future lunar delivery revenue.

The IM-5 award involves delivering multiple science and technology payloads to the lunar south pole region and is tied to a larger “cargo class” lander, which investors may view as an expansion in mission scope.

In its March 19, 2026 quarterly update, the company highlighted Q4 2025 revenue of $44.8 million and pointed to upcoming potential awards, including NASA’s Lunar Terrain Vehicle Services.

Separately, NASA’s Lunar Terrain Vehicle “as-a-service” program framework has a multi-billion dollar maximum potential value, keeping the category in focus as a potential upside catalyst (timing/award outcomes remain uncertain).

Sources:

Intuitive Machines, NASA, Aviation Week Network, TheStreet

Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

$LUNR Insider Trading Activity

$LUNR 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.

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$LUNR Hedge Fund Activity

We have seen 134 institutional investors add shares of $LUNR 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. 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.

$LUNR 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.

$LUNR 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 $LUNR, check out Quiver Quantitative's $LUNR forecast page.

$LUNR 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.