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Intuitive Machines (LUNR) Is Up 5.9% After Winning 18 SDA IM‑300 Defense Spacecraft Orders
Simply Wall St.23h agoneutral
Intuitive Machines (LUNR) Is Up 5.9% After Winning 18 SDA IM‑300 Defense Spacecraft Orders

In early August 2026, L3Harris Technologies announced it had selected Intuitive Machines to design, build, and deliver 18 IM‑300 spacecraft platforms for the U.S. Space Development Agency’s Accelerated Missile Defense Tranche 3 mission, supporting hypersonic and ballistic missile tracking under the Golden Dome initiative. This defense award highlights how Intuitive Machines is extending its space hardware beyond lunar missions, leveraging its IM‑300 platform across missile tracking, Earth...

Intuitive Machines (LUNR) Lands L3Harris Defense Deal And Expands Deep Space Network
Simply Wall St.1d agoneutral
Intuitive Machines (LUNR) Lands L3Harris Defense Deal And Expands Deep Space Network

Intuitive Machines (NasdaqGM:LUNR) has secured a major contract with L3Harris to supply platforms for missile defense and tracking satellites. Intuitive Machines has completed the acquisition of Goonhilly Earth Station and COMSAT, expanding its deep space and global communications capabilities. These developments connect Intuitive Machines’ space infrastructure activities more closely to defense and long range communications for lunar and deep space missions. Intuitive Machines operates...

SpaceX Is Now Down 36% in a Month. Would You Be Better Off With Rocket Lab or ASTS SpaceMobile?
24/7 Wall St.5d agoneutral
SpaceX Is Now Down 36% in a Month. Would You Be Better Off With Rocket Lab or ASTS SpaceMobile?

SpaceX (NASDAQ:SPCX) stock is down 36% over the past month, leaving investors who bought near the post-IPO peak with steep losses. The selloff has sparked a natural question: would switching into other space names like Rocket Lab (NASDAQ:RKLB) or AST SpaceMobile (NASDAQ:ASTS) offer a safer path forward? The short answer is not necessarily. Rocket Lab ... SpaceX Is Now Down 36% in a Month. Would You Be Better Off With Rocket Lab or ASTS SpaceMobile?

KBR Q2 Earnings Call Highlights
MarketBeat5d agoneutral
KBR Q2 Earnings Call Highlights

KBR (NYSE:KBR) reported second-quarter 2026 revenue of approximately $2 billion, up 2% from the prior-year period, while adjusted EBITDA rose $16 million to $258 million and adjusted EPS increased $0.08 to $0.99. The company said first-half results were tracking slightly ahead of its planned cadence

Intuitive Machines (LUNR) Stock Looks Pricey After a 51% Three Year Run
Simply Wall St.10d agoneutral
Intuitive Machines (LUNR) Stock Looks Pricey After a 51% Three Year Run

Intuitive Machines stock sits in an unusual spot, with a roughly 50.8% gain over the past three years but current valuation checks suggesting the shares are not a clear bargain at recent prices around US$12.92. Over the last three years, Intuitive Machines has returned about 50.8%, which puts recent weakness in a longer context of meaningful gains for early investors. The broader space sector sell off, highlighted by the recent pressure on listed space companies, can support more cautious...

Is Intuitive Machines (LUNR) Cheap Following Its New NASA Contract?
Simply Wall St.26d agoneutral
Is Intuitive Machines (LUNR) Cheap Following Its New NASA Contract?

Intuitive Machines (LUNR) drew fresh attention after NASA awarded the company a firm-fixed-price contract valued at up to US$148.3 million for a production-line-qualified Nova-C lunar lander. See our latest analysis for Intuitive Machines. The contract news arrives after a weak run for Intuitive Machines' share price, with the stock down 42.76% on a 30 day share price return basis and 22.53% over 90 days, even though its 1 year total shareholder return of 56.72% and 3 year total shareholder...

Craig-Hallum says Intuitive Machines, Inc. (LUNR), Firefly NASA awards in line with expectations
Insider Monkey27d agoneutral
Craig-Hallum says Intuitive Machines, Inc. (LUNR), Firefly NASA awards in line with expectations

Intuitive Machines, Inc. (NASDAQ:LUNR) is one of the 10 Best Under-the-Radar Stocks to Invest In. On July 1, Craig Hallum said NASA’s lunar lander awards largely matched expectations. The firm noted Intuitive Machines, Inc. (NASDAQ:LUNR) received a $148 million contract. Firefly Aerospace and Astrobotic secured $144 million and $298 million, respectively. The firm said Intuitive […]

NASA Just Made A Huge Bet That These 3 Companies Will Get America Back To The Moon Before China
24/7 Wall St.30d agoneutral
NASA Just Made A Huge Bet That These 3 Companies Will Get America Back To The Moon Before China

NASA Administrator Jared Isaacman has framed the current moment in stark terms: “We are in a new space race to the lunar surface, and if we fall behind, we may never catch up. If we wake up and see our rival’s taikonauts on the moon before we’re able to return, the blow to American exceptionalism ... NASA Just Made A Huge Bet That These 3 Companies Will Get America Back To The Moon Before China

NASA Announced a New Moon Mission, and These 3 Stocks Are Gaining
Barrons.com35d agoneutral
NASA Announced a New Moon Mission, and These 3 Stocks Are Gaining

Tuesday, NASA announced “the selection of three companies to land four new missions on the Moon in late 2028 as part of the agency’s Moon Base Program.” Astrobotic, Firefly Aerospace and Intuitive Machines won the business. The trio will deliver science payloads to the lunar surface, part of NASA’s plan to build a permanent American presence on the moon.

A 10-Year SpaceX Investor Says the $2 Trillion Price Tag Is Still Too Cheap
24/7 Wall St.40d agoneutral
A 10-Year SpaceX Investor Says the $2 Trillion Price Tag Is Still Too Cheap

Two weeks after the largest IPO in history priced, SpaceX (NASDAQ:SPCX) opened at $1.8 trillion valuation and has drifted to roughly $2 trillion, which Chad Anderson, managing partner at Space Capital and a decade-long SpaceX backer, calls cheap. Speaking on CNBC on June 26, Anderson argued the space economy has been structurally underpriced for years and ... A 10-Year SpaceX Investor Says the $2 Trillion Price Tag Is Still Too Cheap

Forget Pouring Everything Into the SpaceX IPO. This Fund Spreads the Space Bet and Is Up 46% in a Year
24/7 Wall St.40d agoneutral
Forget Pouring Everything Into the SpaceX IPO. This Fund Spreads the Space Bet and Is Up 46% in a Year

The ARK Space Exploration & Innovation ETF (CBOE:ARKX) has become a popular parking spot for investors seeking space exposure without waiting for the SpaceX IPO. With Elon Musk’s rocket company reportedly headed toward a public listing at a valuation north of a trillion dollars, retail demand for a single ticker capturing the theme has surged. ARKX, with ... Forget Pouring Everything Into the SpaceX IPO. This Fund Spreads the Space Bet and Is Up 46% in a Year

Intuitive Machines (LUNR) Stock Price Faces A Valuation Test After SpaceX Rotation
Simply Wall St.46d agoneutral
Intuitive Machines (LUNR) Stock Price Faces A Valuation Test After SpaceX Rotation

Intuitive Machines (LUNR) is in focus after investors rotated toward newly public SpaceX, coinciding with concerns about a planned US$500 million at-the-market equity program and rising short interest, even as fresh lunar reconnaissance contracts emerged. See our latest analysis for Intuitive Machines. At a latest share price of US$22.85, Intuitive Machines has seen short term share price pressure, with a 30 day share price return down 32.14% and 7 day share price return down 14.16%. Its 1...

Does Intuitive Machines (LUNR) Equity Overhang Undercut Its Push Toward Recurring Lunar Infrastructure Revenue?
Simply Wall St.46d agoneutral
Does Intuitive Machines (LUNR) Equity Overhang Undercut Its Push Toward Recurring Lunar Infrastructure Revenue?

In recent days, Intuitive Machines has faced investor rotation toward newly public competitor SpaceX and lingering concern over its previously announced US$500.0 million at-the-market equity offering program, while short interest has risen and options activity has skewed toward calls. At the same time, the company secured two three-year prime lunar reconnaissance contracts worth a combined US$20.0 million, highlighting its effort to build recurring lunar data and infrastructure services...