Intuitive Machines, Inc. (NASDAQ:LUNR) Given Average Rating of “Moderate Buy” by Brokerages

Shares of Intuitive Machines, Inc. (NASDAQ:LUNR) have received a consensus rating of “Moderate Buy” from the eleven ratings firms that are covering the company, MarketBeat.com reports. Two research analysts have rated the stock with a sell recommendation, one has given a hold recommendation and eight have assigned a buy recommendation to the company. The average twelve-month price target among brokerages that have issued a report on the stock in the last year is $30.3125.

A number of brokerages have commented on LUNR. Canaccord Genuity Group lifted their price objective on shares of Intuitive Machines from $24.00 to $41.00 and gave the stock a “buy” rating in a research note on Friday, May 15th. KeyCorp upped their target price on shares of Intuitive Machines from $26.00 to $27.00 and gave the company an “overweight” rating in a research report on Wednesday, April 29th. Zacks Research raised shares of Intuitive Machines from a “strong sell” rating to a “hold” rating in a report on Tuesday, July 14th. B. Riley Financial dropped their price target on Intuitive Machines from $45.00 to $43.00 and set a “buy” rating for the company in a research report on Friday. Finally, Roth Capital set a $30.00 price objective on Intuitive Machines in a research note on Thursday.

Intuitive Machines Price Performance

Shares of LUNR opened at $19.01 on Friday. The stock has a market capitalization of $4.13 billion, a price-to-earnings ratio of -20.01 and a beta of 1.83. Intuitive Machines has a 1 year low of $7.78 and a 1 year high of $46.75. The business’s 50 day simple moving average is $18.17 and its 200-day simple moving average is $21.90.

Intuitive Machines (NASDAQ:LUNR) last announced its quarterly earnings results on Thursday, August 13th. The company reported ($0.29) earnings per share for the quarter, missing the consensus estimate of ($0.09) by ($0.20). The company had revenue of $206.17 million for the quarter, compared to the consensus estimate of $212.32 million. On average, sell-side analysts expect that Intuitive Machines will post -0.35 earnings per share for the current year.

Insider Buying and Selling

In other news, Director Kamal Seyed Ghaffarian sold 267,448 shares of the business’s stock in a transaction that occurred on Monday, August 10th. The stock was sold at an average price of $16.17, for a total transaction of $4,324,634.16. Following the transaction, the director owned 3,494,768 shares of the company’s stock, valued at approximately $56,510,398.56. The trade was a 7.11% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director William John Liquori, Jr. sold 18,321 shares of the stock in a transaction on Monday, June 8th. The shares were sold at an average price of $29.87, for a total value of $547,248.27. Following the sale, the director owned 68,875 shares in the company, valued at $2,057,296.25. The trade was a 21.01% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 12,546,222 shares of company stock valued at $173,386,975 over the last quarter. Company insiders own 54.10% of the company’s stock.

Institutional Inflows and Outflows

Hedge funds have recently bought and sold shares of the company. C M Bidwell & Associates Ltd. bought a new stake in shares of Intuitive Machines in the 2nd quarter worth about $374,000. International Assets Investment Management LLC bought a new position in Intuitive Machines during the 4th quarter valued at about $28,000. State of Wyoming purchased a new stake in Intuitive Machines in the 1st quarter worth about $39,000. Larson Financial Group LLC lifted its stake in Intuitive Machines by 63.2% in the fourth quarter. Larson Financial Group LLC now owns 2,623 shares of the company’s stock worth $43,000 after purchasing an additional 1,016 shares during the last quarter. Finally, PNC Financial Services Group Inc. lifted its stake in Intuitive Machines by 34.2% in the first quarter. PNC Financial Services Group Inc. now owns 2,793 shares of the company’s stock worth $52,000 after purchasing an additional 712 shares during 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: Intuitive Machines reported a record $1.8 billion backlog, including approximately $920 million in second-quarter awards. The backlog spans lunar, satellite, defense and commercial space programs, supporting expectations for future revenue and a shift toward recurring space-infrastructure revenue. LUNR Q2 Earnings Call Highlights Record Backlog and Expansion
• Positive Sentiment: Stifel upgraded LUNR to Buy from Hold, arguing that the backlog and long-term growth opportunity are more important than the quarterly miss. B. Riley maintained a Buy rating, while Cantor Fitzgerald retained an Overweight rating. Intuitive Machines stock jumps 8% as Wall Street backs $1.8B backlog
• Positive Sentiment: Call-option activity was elevated, with traders purchasing 41,940 calls—about 19% above average daily volume—suggesting increased speculative bullish interest in the stock.
• Neutral Sentiment: Analysts lowered their price targets despite maintaining constructive ratings: Stifel cut its target to $26 from $32, Cantor to $32 from $43 and B. Riley to $43 from $45. The revisions reflect near-term execution concerns but still imply substantial potential upside.
• Negative Sentiment: Second-quarter results missed expectations. Revenue rose fourfold year over year to approximately $206.2 million, but fell short of estimates near $216 million, while EPS of negative $0.29 missed the consensus loss estimate of negative $0.09. A $14.7 million charge contributed to the shortfall. Intuitive Machines Reports Second Quarter 2026 Financial Results
• Negative Sentiment: Director Kamal Seyed Ghaffarian sold 267,448 shares worth approximately $4.3 million under a pre-arranged Rule 10b5-1 plan. Although the sale was scheduled, insider selling can weigh on sentiment.

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.