Intuitive Machines, Inc.

Report azionario NasdaqGM:LUNR

Capitalizzazione di mercato: US$5.6b

Intuitive Machines Performance degli utili passati

Criteri Il passato verificati 0/6

Gli utili di Intuitive Machines sono diminuiti a un tasso medio annuo di -45.4%, mentre il settore Aerospace & Defense ha visto gli utili crescere a un tasso medio annuo di 18.4%. I ricavi sono cresciuti crescere a un tasso medio annuo di 33.1%.

Informazioni chiave

-45.40%

Tasso di crescita degli utili

-29.17%

Tasso di crescita dell'EPS

Aerospace & Defense Crescita del settore5.38%
Tasso di crescita dei ricavi33.09%
Rendimento del capitale proprio-52.45%
Margine netto-39.95%
Prossimo aggiornamento sugli utili14 May 2026

Aggiornamenti sulle prestazioni recenti

Recent updates

LUNR: Lunar Contracts And Funding Will Support Recurring Moon Infrastructure Revenue

Analysts have lifted the fair value estimate for Intuitive Machines to $35 from $26, citing updated models that reflect higher revenue growth assumptions, slightly better projected profit margins, a higher future P/E, and a modestly lower discount rate that aligns with the recent series of price target increases across the Street. Analyst Commentary Recent Street research shows a cluster of bullish analysts lifting price targets and refining models for Intuitive Machines, with several reports concentrating on higher revenue assumptions, improved margin potential, and a larger opportunity set in lunar infrastructure and services.

Strategic Expansion Meets Valuation Reality at $23

Balancing High-Growth Potential with Capital Dilution ​Intuitive Machines (LUNR) has successfully shifted from a high-risk startup to a Lunar Infrastructure Prime, backed by a $943M backlog and a strategic pivot toward high-margin data services via the Lanteris acquisition. While the trajectory toward positive Adjusted EBITDA in 2026 is clear, the current stock price reflects a "perfection premium" that overlooks recent share dilution.

Intuitive Machines: Liftoff Has Just Started (Rating Upgrade)

Apr 20

LUNR: Future Lunar Contracts And Ongoing Equity Dilution Will Pressure Shares

Analysts have lifted their average price target for Intuitive Machines by roughly $10 to align with a fair value estimate of about $12.09 per share, citing higher revenue and margin assumptions supported by a wave of recent target increases from firms across the Street. Analyst Commentary Street research around Intuitive Machines has centered on how its lunar infrastructure plans and related services could support future revenue and earnings, with several firms updating price targets and estimates in recent months.

LUNR: Lunar Contract Uncertainty And Equity Dilution Will Pressure Shares

Analysts have lifted the implied fair value for Intuitive Machines by about $2.27 per share to $12.86, reflecting a series of recent target price increases and higher estimates that lean on stronger revenue expectations, a slightly lower discount rate, and updated long term P/E assumptions. Analyst Commentary Recent Street research on Intuitive Machines centers on updated price targets, revised estimates, and views on the company’s shifting business mix toward recurring revenue opportunities tied to lunar infrastructure, communications, and mobility services.

LUNR: Lunar Commercialization And New Capital Raise Will Drive Future Contracts

Analysts have raised the base price target for Intuitive Machines from $15.50 to about $22.28, citing higher revenue and margin assumptions, reduced risk estimates, and an increased future P/E multiple influenced by recent upward price target revisions and estimate updates across several firms. Analyst Commentary Recent Street research around Intuitive Machines has become more active, with several firms updating price targets and estimates and revisiting their views on the company’s growth path and risk profile.

LUNR: Lunar Commercialization Funding Will Support Shift To Recurring Revenue

Analysts have maintained their fair value estimate for Intuitive Machines at $26.00 while making slight adjustments to underlying assumptions. They point to recent price target changes in the $16.00 to $25.00 range and cite confidence in lunar commercialization, new funding flexibility, and the potential for upcoming NASA contract decisions.

LUNR: Lunar Services And Recurring Revenue Shift Will Support Next Space Prime

The Street’s average price target for Intuitive Machines has moved higher by several dollars into the low to mid $20s, as analysts point to a larger addressable lunar services market, the company’s Near Space Network and Moon RACER offerings, and a gradual shift toward more recurring revenue as key supports for the new targets. Analyst Commentary Bullish analysts are framing Intuitive Machines as a key beneficiary of growing interest in commercial and government lunar activity, and recent research updates cluster around price targets in the low to mid US$20s.

LUNR: Recurring Revenue Shift Will Drive Next Generation Space Prime Positioning

Analysts have lifted their implied fair value for Intuitive Machines from $20.00 to $26.00, as recent price target increases and commentary highlight both growing interest in its shift toward more recurring revenue and a mixed but engaged view of contract-related risks around upcoming NASA awards. Analyst Commentary Recent Street research on Intuitive Machines reflects a mix of enthusiasm for the business model pivot and caution around contract outcomes, especially NASA programs.

LUNR: Political Uncertainty Around Lunar Contract Will Pressure Shares

Analysts have nudged their fair value estimate for Intuitive Machines higher to $10.60. This reflects recent increases in Street price targets to a range of $9.50 to $25 and growing focus on the company's push toward more recurring revenue and potential contract wins, despite political and award timing risks.

Revenues Tell The Story For Intuitive Machines, Inc. (NASDAQ:LUNR) As Its Stock Soars 47%

Jan 14
Revenues Tell The Story For Intuitive Machines, Inc. (NASDAQ:LUNR) As Its Stock Soars 47%

LUNR: Recurring Revenue Shift And Lanteris Integration Will Define Consolidation Outcomes

Analysts have lifted their fair value estimate for Intuitive Machines from US$18.50 to US$20.00, citing higher modeled revenue growth, a lower future P/E multiple of 53.61, and recent research that highlights the shift toward recurring revenue and expanded contracting opportunities after the Lanteris acquisition. Analyst Commentary Bullish analysts frame Intuitive Machines as a company in the middle of an important shift, with growing attention on recurring revenue, scale, and its potential role in future space programs.

LUNR: Execution Risks And Space Consolidation Wave Will Pressure Shares

Analysts have nudged their average price target for Intuitive Machines higher, from about $8.83 to roughly $10.33, citing stronger long term revenue growth expectations following the Lanteris acquisition and industry consolidation tailwinds, even as they temper profit margin and valuation assumptions. Analyst Commentary Bearish analysts acknowledge that Intuitive Machines is positioned to benefit from growing demand in the space sector, but they continue to frame the stock as a high execution risk story with limited valuation support at current levels.

LUNR: Recent Acquisition Will Drive New Contract Wins Across Key Sectors

Analysts have nudged up their fair value estimate for Intuitive Machines to $15.50 from $15.38. This change reflects an improved revenue growth outlook and heightened opportunities resulting from recent industry consolidation and strategic acquisitions.

Intuitive Machines, Inc.'s (NASDAQ:LUNR) 27% Cheaper Price Remains In Tune With Revenues

Nov 26
Intuitive Machines, Inc.'s (NASDAQ:LUNR) 27% Cheaper Price Remains In Tune With Revenues

LUNR: Expanding Service Offerings Will Drive Contract Opportunities And Sector Confidence

Analysts have modestly decreased their fair value estimate for Intuitive Machines from $15.43 to $15.38. This adjustment is attributed to tempered revenue forecasts and project timing, even though management has taken steps to expand contract opportunities and strengthen the company's financial position.

LUNR: Financial Flexibility From Successful $300M Convertible Will Drive Future Momentum

Analysts have slightly revised their price targets for Intuitive Machines, with minor adjustments reflecting both softer guidance because of government contract delays and improved financial flexibility following a successful convertible note offering. Analyst Commentary Analyst coverage of Intuitive Machines reflects a mix of optimism around the company’s recent financial maneuvers as well as concerns regarding execution risks and revenue predictability.

Expanding Lunar And Deep Space Markets Will Drive Long-Term Success

Analysts have modestly increased their fair value estimate for Intuitive Machines from $14.38 to $15.43 per share. They cite resilient investor demand and improved financial flexibility, despite recent adjustments to project timelines and fiscal outlooks.

Investors Appear Satisfied With Intuitive Machines, Inc.'s (NASDAQ:LUNR) Prospects As Shares Rocket 29%

Oct 03
Investors Appear Satisfied With Intuitive Machines, Inc.'s (NASDAQ:LUNR) Prospects As Shares Rocket 29%

Expanding Lunar And Deep Space Markets Will Drive Long-Term Success

Analyst price targets for Intuitive Machines edged slightly lower to $14.38 as concerns over delayed mission launches and weaker Q2 results outweighed optimism from successful convertible debt issuance and improved financial flexibility. Analyst Commentary Bearish analysts cite lower Q2 results due to charges from internal investment in Near Space Network Systems and delay of the IM-3 lander mission launch to 2H 2026, increasing concerns around revenue visibility and a less attractive civil space orientation.

Intuitive Machines, Inc.'s (NASDAQ:LUNR) P/S Is Still On The Mark Following 34% Share Price Bounce

Jul 24
Intuitive Machines, Inc.'s (NASDAQ:LUNR) P/S Is Still On The Mark Following 34% Share Price Bounce

US$15.93 - That's What Analysts Think Intuitive Machines, Inc. (NASDAQ:LUNR) Is Worth After These Results

May 15
US$15.93 - That's What Analysts Think Intuitive Machines, Inc. (NASDAQ:LUNR) Is Worth After These Results

Intuitive Machines: Execution Risk Likely Caps Near-Term Upside

Apr 28
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Government Reforms And NASA Contracts Will Expand Commercial Services

Expansion into new markets and service models could broaden service footprint and potentially increase revenue.

Intuitive Machines Stock: Surges On Profit Outlook

Mar 24

Intuitive Machines Stock: Knocked Over But Not Out

Mar 07

Intuitive Machines: Shareholder Dilution And $438 Million Cash Raise Are Extremely Good News

Feb 05

Intuitive Machines: Buy In On The Huge $4.8 Billion Win

Jan 24

Intuitive Machines Has A High-Growth Trajectory With NSNS

Jan 14

Intuitive Machines Is Cool And Overvalued

Jan 06

Intuitive Machines Deserves A Spot In Your Portfolio, Just Wait For A Better Entry (Technical Analysis)

Dec 05

Intuitive Machines: Why This Stock Has More Room To Run

Nov 26

Sell The Intuitive Machines Pop

Nov 10

Intuitive Machines Is About To Blow The Thrusters For Cash Flow

Oct 01

Intuitive Machines Stock Surges On Huge $4.8 Billion Contract

Sep 24

Intuitive Machines Rockets Higher On NASA Contract

Sep 18

Intuitive Machines Wins New Moon Landing Contract, But Stock Dilution Is A Huge Risk

Sep 04

Intuitive Machines: Dependence On NASA Is A Short-Term Risk

Aug 28

Intuitive Machines Stock: It's Time To Buy (Rating Upgrade)

Aug 19

Intuitive Machines: Capitalizing On Strong Growth From NASA Service Contracts

Jul 25

Intuitive Machines: The Only Play For The Final Frontier

Apr 23

Intuitive Machines Unlocks New Achievement, But Caution Is Warranted

Feb 16

Ripartizione dei ricavi e delle spese

Come Intuitive Machines guadagna e spende denaro. In base agli ultimi utili dichiarati, su base LTM.


Storico di utili e ricavi

NasdaqGM:LUNR Ricavi, spese e utili (USD Millions )
DataRicaviUtiliSpese G+ASpese di R&S
31 Dec 25210-84930
30 Sep 25220-133660
30 Jun 25226-182580
31 Mar 25217-138530
31 Dec 24228-284530
30 Sep 24204-76460
30 Jun 2415813440
31 Mar 2413523420
31 Dec 2380111340
30 Sep 238771320
30 Jun 238426260
31 Mar 2386-10210
31 Dec 22860150
30 Sep 2269-40140
30 Jun 2278-29120
31 Mar 2275-29100
31 Dec 2173-3690
31 Dec 2044-460

Guadagni di qualità: LUNR al momento non è redditizia.

Margine di profitto in crescita: LUNR al momento non è redditizia.


Flusso di cassa libero e analisi degli utili


Analisi della crescita degli utili nel passato

Andamento degli utili: LUNR non è redditizia e le perdite sono aumentate negli ultimi 5 anni a un tasso pari a 45.4% all'anno.

Accelerare la crescita: Impossibile confrontare la crescita degli utili di LUNR nell'ultimo anno con la sua media quinquennale poiché al momento non è redditizia

Guadagni vs Settore: LUNR non è redditizia, il che rende difficile confrontare la crescita dei suoi utili dell'anno passato con il settore Aerospace & Defense ( 24.2% ).


Rendimento del capitale proprio

ROE elevato: LUNR ha un Return on Equity negativo ( -52.45% ), in quanto al momento non è redditizio.


Rendimento delle attività


Rendimento del capitale investito


Scoprire le aziende con forti performance passate

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/04 07:36
Prezzo dell'azione a fine giornata2026/05/04 00:00
Utili2025/12/31
Utili annuali2025/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Intuitive Machines, Inc. è coperta da 10 analisti. 9 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Ronald EpsteinBofA Global Research
Michael CrawfordB. Riley Securities, Inc.
Austin MoellerCanaccord Genuity