Intuitive Machines: Big Contract, Big Backlog [Seeking Alpha]
Intuitive Machines, Inc. - Class A (LUNR)
Company Research
Source: Seeking Alpha
2026 revenue guidance is $900M–$1B, underpinned by a $943M backlog, but profitability remains nascent with only narrowly positive adjusted EBITDA expected. LUNR's market cap of $4.5B appears stretched given persistent cash burn, uncertain margin expansion, and potential for further dilution. Despite improved scale and optionality, I rate LUNR as a hold until a clearer margin of safety emerges and sustainable earnings are demonstrated. dima_zel/iStock via Getty Images Intuitive Machines ( LUNR ) (hereafter "IM") recently won a major contract with NASA . Space exploration is fraught with risk, so every development like this is important. With opportunity and danger, I think investors can know when to LUNR projects 2026 revenue of $900M–$1B, nearly a 5x increase from 2025's $210M, driven by backlog and recent contract wins. Sustained cash burn, limited visibility on margin improvement, and potential need for further capital raises pose risks to LUNR's $4.5B valuation. Desp
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LUNR
News
- Japan's ispace delays NASA-sponsored moon landing to 2030 [Yahoo! Finance]Yahoo! Finance
- Intuitive Machines (LUNR) Climbs 14.7% on $180-Million NASA Contract [Yahoo! Finance]Yahoo! Finance
- Assessing Intuitive Machines (LUNR) Valuation After New US$180.4 Million NASA Lunar Contract [Yahoo! Finance]Yahoo! Finance
- Intuitive Machines Expands Lunar Surface Operations with $180.4 Million NASA CLPS Award [Yahoo! Finance]Yahoo! Finance
- Intuitive Machines Expands Lunar Surface Operations with $180.4 Million NASA CLPS AwardGlobeNewswire
LUNR
Sec Filings
- 3/27/26 - Form SCHEDULE
- 3/26/26 - Form 4
- 3/24/26 - Form 144
- LUNR's page on the SEC website