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Rocket Lab has spent the past year quietly transforming into something Wall Street has yet to fully price in, and the gap between what investors see and what the company is actually building may be the most important story in the space sector right now.
Intuitive Machines stock reacts to new satellite handover milestone Intuitive Machines (LUNR) has handed over the SXM-11 satellite to SiriusXM after successful in-orbit testing, putting a new geostationary communications asset into full service for its long-standing customer. The spacecraft, launched on a Falcon 9 rocket in June 2026 and built on the IM 1300 platform, extends a 13-satellite track record with SiriusXM that investors may watch as one marker of commercial contract...
Intuitive Machines has given shareholders a wild ride, and the recent share price swings now put a sharper spotlight on one basic question for you as an investor. Does the current US$13.87 price tag still line up with what the business is delivering in sales, or has the stock moved ahead of the revenue story that supports it? Over the past 3 years the stock has returned about 239%, which raises the stakes on whether the revenue base can shoulder the kind of expectations now baked into...
SXM-11 is now fully operational following successful in-orbit testing, with Intuitive Machines already working with SiriusXM on the next satellite in the series.
Intuitive Machines has surged 75.4% in a year as contract wins and a record backlog fuel growth, but losses and rich valuation cloud near-term upside.
A presidential caption declaring the Moon American property changes no treaty, but it may be reshuffling billions in defense contracts toward a handful of space companies already sitting on record backlogs.
On August 18, Austin Moeller from Canaccord Genuity reiterated his Buy rating for Intuitive Machines (NASDAQ:LUNR). Despite cutting his price target from $41 to $39, his estimates result in almost 165% upside potential as of September 1 closing. Moeller’s stance is based on the company’s second quarter announcement on August 13. The management reiterated its […]
Intuitive Machines' record $1.8B backlog offers 2026 revenue visibility, but conversion timing, margins and lunar execution costs remain key.
In September 2026, Intuitive Machines, Inc. announced it had won a contract to build two IM 300 series spacecraft platforms for a new, undisclosed customer, expanding use of its modular, higher‑power satellite buses produced at its high‑volume Palo Alto facility. The award highlights how Intuitive Machines’ serial production infrastructure and qualified supplier base allow it to take on new orders without disrupting existing mission schedules, underscoring the scalability of its IM 300...
Intuitive Machines (LUNR) recently announced a contract to build two IM 300 series spacecraft platforms for a new, undisclosed customer, opening an additional market segment for its configurable satellite platforms. The new IM 300 contract lands after a sharp 56.5% decline in the 90 day share price return and a 17.7% decline year to date. However, the 30 day share price return of 19.3% and a 1 year total shareholder return of 69% suggest rebuilding but volatile momentum for Intuitive...
Intuitive Machines stock has delivered a very strong 3 year gain, yet the broader valuation checks currently flag the shares as expensive rather than a clear bargain. With expectations reset after recent news on major government related contracts, the question now is how much of that story is already reflected in the price. The stock is up 196.8% over 3 years, which means anyone considering Intuitive Machines today is coming to a story that has already rewarded investors who were in...
Rocket Lab's stock has shed more than half its value from its peak while analysts pile on buy ratings and one major bank sees the price doubling. Something has to give, and the answer hinges on a rocket that has not yet left the ground.
After the SpaceX IPO cooled space stocks, Rocket Lab, AST SpaceMobile, and Intuitive Machines show rising revenue, analyst upside forecasts, and paths toward future profitability.
While an extremely small sample size keeps robust bullishness toward LUNR stock in check, there’s still an interesting case to be made here.
Rocket Lab’s Neutron could capture medium-lift demand as Falcon 9 commercial capacity tightens.
Growing geopolitical tensions are fueling a global arms race. According to SIPRI, global military spending hit a record $2.9 trillion in 2025, an increase of 2.9% from the previous year. Meanwhile, the Space Foundation reported that the global space economy reached $613 billion in 2024. Separately, the World Economic Forum and McKinsey projects that the […]
On August 20, Intuitive Machines (NASDAQ:LUNR) reported second-quarter revenue of $206 million, more than four times what it brought in a year earlier, and closed the quarter with a record $1.8 billion in backlog. The company reaffirmed its full-year guidance of $900 million to $1 billion in revenue and said it still expects positive adjusted […]
SpaceX could gain from fewer Starship bottlenecks and NASA’s Moon-Mars push.
On August 4, when Intuitive Machines, Inc. (NASDAQ:LUNR) was selected by L3Harris Technologies, Inc. (NYSE:LHX) to build 18 advanced spacecraft platforms for the Space Development Agency’s Accelerated Missile Defense Tranche 3 (AMDT3) mission, it highlighted a growing trend in aerospace: large defense primes partnering with agile commercial space firms to build missile tracking infrastructure. Under […]
Revenue surged fourfold to $206M as backlog hit record $1.8B.
In August 2026, Intuitive Machines, Inc. announced it had received authorization to begin work on a multi-satellite communications infrastructure program expected to exceed US$600 million, while also being selected by NASA’s Jet Propulsion Laboratory to provide its IM 300 spacecraft platform and mission services for the EAGLE-VSWIR Earth observation mission targeted for launch in 2028. Together with second-quarter 2026 revenue of US$206.17 million and a growing portfolio spanning civil,...
Intuitive Machines expands beyond lunar landers as record revenue, a $1.8B backlog and rising national security demand fuel growth.
Companies in The News Are: SNDK, AAPL, HTHT, SPCX, LUNR
Intuitive Machines shares rose over 8% after a $600 million satellite contract expanded its backlog to $1.8 billion, prompting a Stifel upgrade and stronger revenue guidance.
Intuitive Machines has a new customer -- but NASA is probably still its favorite.