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

The investors in Intuitive Machines, Inc.'s (NASDAQ:LUNR) will be rubbing their hands together with glee today, after the share price leapt 27% to US$11.83 in the week following its first-quarter results. The result was fairly weak overall, with revenues of US$63m being 5.4% less than what the analysts had been modelling. Earnings are an important time for investors, as they can track a company's performance, look at what the analysts are forecasting for next year, and see if there's been a change in sentiment towards the company. With this in mind, we've gathered the latest statutory forecasts to see what the analysts are expecting for next year.

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Following the latest results, Intuitive Machines' seven analysts are now forecasting revenues of US$277.9m in 2025. This would be a major 28% improvement in revenue compared to the last 12 months. The loss per share is expected to greatly reduce in the near future, narrowing 87% to US$0.22. Yet prior to the latest earnings, the analysts had been forecasting revenues of US$280.6m and losses of US$0.27 per share in 2025. While the revenue estimates were largely unchanged, sentiment seems to have improved, with the analysts upgrading their numbers and making a notable improvement in losses per share in particular.

See our latest analysis for Intuitive Machines

These new estimates led to the consensus price target rising 7.2% to US$15.93, with lower forecast losses suggesting things could be looking up for Intuitive Machines. Fixating on a single price target can be unwise though, since the consensus target is effectively the average of analyst price targets. As a result, some investors like to look at the range of estimates to see if there are any diverging opinions on the company's valuation. There are some variant perceptions on Intuitive Machines, with the most bullish analyst valuing it at US$21.50 and the most bearish at US$12.00 per share. As you can see, analysts are not all in agreement on the stock's future, but the range of estimates is still reasonably narrow, which could suggest that the outcome is not totally unpredictable.

Looking at the bigger picture now, one of the ways we can make sense of these forecasts is to see how they measure up against both past performance and industry growth estimates. The period to the end of 2025 brings more of the same, according to the analysts, with revenue forecast to display 39% growth on an annualised basis. That is in line with its 44% annual growth over the past three years. Compare this with the broader industry, which analyst estimates (in aggregate) suggest will see revenues grow 7.4% annually. So it's pretty clear that Intuitive Machines is forecast to grow substantially faster than its industry.

The Bottom Line

The most obvious conclusion is that the analysts made no changes to their forecasts for a loss next year. Fortunately, they also reconfirmed their revenue numbers, suggesting that it's tracking in line with expectations. Additionally, our data suggests that revenue is expected to grow faster than the wider industry. There was also a nice increase in the price target, with the analysts clearly feeling that the intrinsic value of the business is improving.

With that said, the long-term trajectory of the company's earnings is a lot more important than next year. We have estimates - from multiple Intuitive Machines analysts - going out to 2027, and you can see them free on our platform here.

Plus, you should also learn about the 2 warning signs we've spotted with Intuitive Machines .

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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.