Intuitive Machines (NASDAQ:LUNR) Given New $32.00 Price Target at Cantor Fitzgerald

Intuitive Machines (NASDAQ:LUNR) had its price target reduced by Cantor Fitzgerald from $43.00 to $32.00 in a research note issued on Friday,Benzinga reports. The firm presently has an “overweight” rating on the stock. Cantor Fitzgerald’s price target points to a potential upside of 82.23% from the company’s current price.

LUNR has been the topic of a number of other reports. Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating and issued a $34.00 target price on shares of Intuitive Machines in a research note on Wednesday, May 20th. B. Riley Financial reissued a “buy” rating on shares of Intuitive Machines in a research note on Wednesday, June 24th. Stifel Nicolaus set a $26.00 price objective on shares of Intuitive Machines and gave the company a “buy” rating in a research report on Friday. Zacks Research raised shares of Intuitive Machines from a “strong sell” rating to a “hold” rating in a report on Tuesday, July 14th. Finally, Weiss Ratings reissued a “sell (d-)” rating on shares of Intuitive Machines in a research note on Friday, July 17th. Eight research analysts have rated the stock with a Buy rating, one has issued a Hold rating and two have issued a Sell rating to the company’s stock. According to data from MarketBeat.com, Intuitive Machines currently has an average rating of “Moderate Buy” and a consensus target price of $30.56.

Intuitive Machines Trading Up 3.6%

Intuitive Machines stock opened at $17.56 on Friday. The firm’s 50 day simple moving average is $18.38 and its 200 day simple moving average is $21.92. Intuitive Machines has a 1-year low of $7.78 and a 1-year high of $46.75. The firm has a market capitalization of $3.81 billion, a PE ratio of -19.95 and a beta of 1.83.

Intuitive Machines (NASDAQ:LUNR) last announced its earnings results on Thursday, August 13th. The company reported ($0.29) earnings per share for the quarter, missing analysts’ consensus estimates of ($0.09) by ($0.20). The business had revenue of $206.17 million during the quarter, compared to analyst estimates of $216.33 million. Research analysts forecast that Intuitive Machines will post -0.35 earnings per share for the current year.

Insider Buying and Selling at Intuitive Machines

In other news, major shareholder International L.P. Advent sold 11,495,514 shares of the business’s stock in a transaction that occurred on Tuesday, July 28th. The shares were sold at an average price of $12.84, for a total value of $147,602,399.76. Following the completion of the sale, the insider directly owned 11,495,514 shares in the company, valued at approximately $147,602,399.76. The trade was a 50.00% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, SVP Timothy Price Crain II sold 150,000 shares of the company’s stock in a transaction on Thursday, June 18th. The shares were sold at an average price of $21.87, for a total transaction of $3,280,500.00. Following the completion of the sale, the senior vice president directly owned 351,279 shares of the company’s stock, valued at $7,682,471.73. This trade represents a 29.92% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last three months, insiders sold 12,546,222 shares of company stock valued at $173,386,975. 54.10% of the stock is owned by insiders.

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently made changes to their positions in the company. Trustees of the University of Pennsylvania bought a new stake in Intuitive Machines in the 4th quarter worth $52,689,000. Tema ETFs LLC grew its position in shares of Intuitive Machines by 139,768.2% in the 2nd quarter. Tema ETFs LLC now owns 3,105,074 shares of the company’s stock worth $66,418,000 after buying an additional 3,102,854 shares during the last quarter. First Trust Advisors LP grew its position in shares of Intuitive Machines by 3,582.9% in the 3rd quarter. First Trust Advisors LP now owns 2,453,301 shares of the company’s stock worth $25,809,000 after buying an additional 2,386,688 shares during the last quarter. Renaissance Technologies LLC purchased a new position in shares of Intuitive Machines during the first quarter valued at approximately $35,895,000. Finally, Jump Financial LLC raised its holdings in shares of Intuitive Machines by 5,262.9% during the third quarter. Jump Financial LLC now owns 1,339,872 shares of the company’s stock valued at $14,095,000 after acquiring an additional 1,314,888 shares in the last quarter. Institutional investors own 72.21% of the company’s stock.

Key Intuitive Machines News

Here are the key news stories impacting Intuitive Machines this week:

• Positive Sentiment: Quarterly revenue rose approximately fourfold year over year to a record $206.2 million, demonstrating strong execution and accelerating demand across the company’s space and infrastructure businesses. Intuitive Machines Reports Second Quarter 2026 Financial Results
• Positive Sentiment: Quarter-end backlog expanded to a record $1.8 billion, supported by roughly $920 million in second-quarter awards. National-security work accounted for about 30% of revenue, while a commercial geostationary-orbit satellite contract worth more than $600 million added further visibility. Intuitive Machines Backlog Surges as Revenue Hits Record High
• Neutral Sentiment: Management maintained its 2026 outlook, which may reassure investors focused on the company’s long-term growth, although the earnings presentation and conference call highlighted execution and contract-timing risks. 2026 Q2 Results Earnings Call Presentation
• Negative Sentiment: Profitability fell well short of expectations. Intuitive Machines reported a quarterly loss of approximately $0.16 per share on a Zacks-adjusted basis, versus a projected $0.07 loss; another reported measure showed a $0.29 per-share loss versus a $0.09 estimate. A $14.7 million charge contributed to the shortfall. Intuitive Machines Reports Q2 Loss
• Negative Sentiment: Revenue also missed consensus estimates of roughly $216 million to $224 million, despite the year-over-year surge. The combination of weaker-than-expected revenue, a larger loss and the charge explains why the stock initially declined following the release. Why LUNR Stock Is Declining
• Negative Sentiment: Director Kamal Seyed Ghaffarian sold 267,448 shares for approximately $4.3 million under a pre-arranged Rule 10b5-1 plan. While scheduled selling reduces its signaling value, the transaction cut his direct ownership by 7.1%. Intuitive Machines Director Share Sale

Intuitive Machines Company Profile

Intuitive Machines is a Houston, Texas–based aerospace company specializing in commercial lunar exploration and services. The firm develops end-to-end solutions for robotic missions to the Moon, providing spacecraft design, mission management, navigation, communications, and data services under NASA’s Commercial Lunar Payload Services (CLPS) program.

Founded in 2013 by aerospace engineers Steve Altemus, Tim Crain and Kris Kimel, Intuitive Machines has grown from a small startup into one of the leading private entities pursuing lunar surface deliveries.