Intuitive Machines (LUNR) Is Up 6.8% After Buying Lanteris To Become Full-Service Space Contractor

• Earlier this month, Intuitive Machines acquired Lanteris Space Systems, moving to offer end-to-end space services spanning multiple orbital regimes and mission types.
• This move effectively recasts Intuitive Machines as a full-service space contractor, broadening its role across civil, defense, and commercial space programs.
• We’ll now examine how the Lanteris acquisition, and Intuitive Machines’ push into full-service space contracting, reshapes its investment narrative.

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Intuitive Machines Investment Narrative Recap

To be comfortable owning Intuitive Machines, you need to believe that commercial and government demand for lunar and cislunar services will support the company’s move into full-service space contracting, while it works to improve profitability. The Lanteris Space Systems acquisition strengthens that “end to end” story, but in the near term the key catalyst remains contract wins and expansions, and the biggest risk is still execution and cash burn, so the news does not change the short term picture materially.

Against that backdrop, the recent US$8.2 million AFRL contract extension for compact nuclear power systems looks particularly relevant, because it ties directly into Intuitive Machines’ ambition to support longer duration lunar and deep space missions that could benefit from Lanteris-enabled infrastructure. Together, these developments point to a broader opportunity set, but they also raise the stakes around capital intensity, program delivery and the company’s ability to turn a larger backlog into sustainable margins.

Yet beneath the growth story, investors should be aware of how higher fixed costs and operating leverage could magnify the impact of...

Read the full narrative on Intuitive Machines (it's free!)

Intuitive Machines’ narrative projects $502.2 million in revenue and $41.2 million in earnings by 2028.

Uncover how Intuitive Machines' forecasts yield a $15.50 fair value, a 29% upside to its current price.

Exploring Other Perspectives

Twenty nine members of the Simply Wall St Community now value Intuitive Machines anywhere between US$5.69 and about US$58.60 per share, underlining how far opinions can diverge. When you set that spread against the company’s continued operating losses and reliance on a small number of large government customers, it becomes even more important to weigh several perspectives on how resilient the business might be if contract timing or budgets shift.

Explore 29 other fair value estimates on Intuitive Machines - why the stock might be worth less than half the current price!

Build Your Own Intuitive Machines Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Intuitive Machines research is our analysis highlighting 1 key reward and 2 important warning signs that could impact your investment decision.
• Our free Intuitive Machines research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Intuitive Machines' overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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