$LUNR — FinTwit mentions on Surfaced

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413

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29

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$LUNR

Intuitive Machines

$LUNR

Intuitive Machines

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About this stock

$LUNR has been mentioned 409 times over the past 12 months by 29 distinct FinTwit voices, with the first mention appearing on July 16, 2025. The most active voice discussing the ticker is @spaceinvestor_d (Space Investor) with 137 mentions, followed by @investmentguru_ (InvestmentGuru) with 81 mentions and @mrmikeinvesting (Mike Investing) with 32 mentions. The dominant discussion category has been long research. Recent activity includes mentions on July 8, 2026, when @spaceinvestor_d noted potential NASA STRIDE award selection alongside $VOYG, and when the same voice discussed $LUNR as part of a broader space infrastructure thesis.

AI-generated from tracked posts · updated Jul 10, 2026

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62 calls

@spaceinvestor_dJul 9, 2026 · 11:03 AM

$VOYG / $LUNR: NASA Awards Contracts for Mars Advanced Surface Mobility Technology NASA has selected seven companies for contract awards under the Mars Exploration Program’s Science Transport and Robotic Innovation for Deployment and Exploration, or STRIDE, initiative to advance next-generation commercial robotic surface mobility for future Mars exploration. The STRIDE awards will support the development of innovative robotic mobility systems that may enable future Mars missions to access more challenging terrain, travel greater distances, and investigate scientifically valuable regions that are difficult to reach with current mobility systems. The STRIDE awards have a total potential value of approximately $17 million with a period of work targeted to begin in Fall of 2026. Contract awardees are: •AeroVironment •Astrobotic •Venturi Astrolab •Ground Control Robotics •Honeybee Robotics •Intuitive Machines •MEI Technologies STRIDE demonstrates NASA’s commitment to strong public-private partnerships, allowing the agency to explore new approaches for Mars surface exploration while identifying key capability gaps and development needs for commercial systems that could operate and traverse realistic Martian environments. https://t.co/lM6AdflQM1

@spaceinvestor_dJul 8, 2026 · 8:57 PM

$VOYG / $LUNR Both companies appear to have been selected for the NASA STRIDE awards. Still awaiting official news release from NASA. *Voyager Technologies via Astrobotic

@spaceinvestor_dJul 6, 2026 · 4:43 PM

$LUNR: Intuitive Machines is very interesting at a $3B market cap. Trading at ~3x P/S It's one of the largest CLPS awardees, has over $1B in backlog, and a solid Space Systems division. https://t.co/MextxxdY8q

@spaceinvestor_dJul 1, 2026 · 9:35 AM

$LUNR: Intuitive Machines Secures Sixth NASA CLPS Award to Establish High-Volume Lunar Utility Pipeline Intuitive Machines announced it has received a firm-fixed-price contract from NASA valued at up to $148.3 million to deliver a production-line-qualified Nova-C lander to the Moon no later than 2028. The financial framework of the award includes a $68.6 million base contract for mission execution utilizing a lander with proven lunar flight heritage. An $79.7 million performance incentive for the successful demonstration of product-line qualification, guaranteeing a steady, rapid-turnaround supply of landers. The award reinforces NASA’s accelerated schedule for lunar surface deliveries and helps proliferate Moon Base operational sites in support of Artemis. "This contract directly advances our core mission to provide persistent, reliable, and commercial baseline of transport, connectivity, and operations that allows our customers to stay longer and achieve more on the Moon." said Intuitive Machines CEO, Steve Altemus.

@wolfgangkasperJun 30, 2026 · 10:01 PM

Both $LUNR and $FLY capturing NASA contracts today. Well well well. https://t.co/27MEyLQTsy https://t.co/spRMdXYwNQ

@stocksavvyshayJun 30, 2026 · 7:03 PM

NASA awarded new Moon Base lander contracts to $FLY and $LUNR. The goal is to build lunar South Pole infrastructure before crewed Artemis landings. https://t.co/gbs0Sx47Th

@spaceinvestor_dJun 30, 2026 · 6:42 PM

$VOYG / $LUNR / $FLY Breaking: NASA select Astrobotic, Intuitive Machines and Firefly for additional CLPS missions under the new Moon base initiative.

@spaceinvestor_dJun 28, 2026 · 9:03 PM

$LUNR: Many still dismiss Intuitive Machines after two lunar landing attempts that tipped over. What many are missing is that IM is becoming far more than a lunar lander company. The Lanteris Space Systems acquisition transformed the business, adding ~$613M in backlog and proven satellite manufacturing capabilities, pushing total backlog to over $1B On top of that, IM now holds the most task orders under NASA’s CLPS program and is building the Near Space Network, the communications and navigation infrastructure that will support a sustained lunar presence. While the market seems focused on the landings, I think the bigger story is the emergence of their space systems division.

@spaceinvestor_dJun 25, 2026 · 10:48 AM

$LUNR: B. Riley reiterates Intuitive Machines with a $45 Price Target and a BUY recommendation. "Buy LUNR pullback as Intuitive assembles end-to-end Space and Lunar infrastructure stack" said analyst Michael Crawford in a note on June 24. https://t.co/T5DkqdjQLO

@spaceinvestor_dJun 19, 2026 · 4:01 PM

$LUNR: Zeno is leading the Harmonia Radioisotope Power System for Artemis team to develop an RPS to power missions through the lunar night. Earlier this year, Zeno Power announced the successful completion of the Final Design Review (FDR) for its space nuclear battery being developed under NASA’s Harmonia Radioisotope Power System for Artemis Tipping Point program. Zeno and partners will complete a terrestrial demonstration of the system in early 2027, advancing the technology toward flight qualification for lunar missions beginning in 2028. The system will enable continuous lunar surface operations through the lunar night, providing the energy foundation for a new era of sustained exploration. The team brings together leading space and technology partners including NASA’s Glenn Research Center, Blue Origin, Intuitive Machines, Sunpower, and University of Dayton Research Institute.

@investmentguru_Jun 17, 2026 · 10:56 AM

$LUNR at $23 — Long-Term entry ? Space stocks got smoked post- $SPCX IPO. Classic sector rotation selloff. But the $LUNR thesis? Unchanged. Here’s why this level is interesting for long-term investors: 🚀 NASA CLPS contracts intact — recurring lunar mission revenue 📡 Building cislunar communication infrastructure — the “space internet” backbone 💰 Revenue targeting ~$1B in 2026 — ~350% y/y growth trajectory 📊 Trading at ~6x forward sales approaching EBITDA profitability 🎯 Analyst consensus: Buy | Median 12-month PT ~$42 The $SPCX IPO selloff was profit-taking noise. $LUNR’s moat is deepening, not shrinking. Key risk: $500M ATM equity program = dilution overhang. Size accordingly. The moon economy isn’t a trade. It’s a decade-long infrastructure buildout. $23 looks like a gift in hindsight — or a lesson in position sizing. Either way, eyes open. Not financial advice.

@spaceinvestor_dJun 10, 2026 · 11:56 AM

$LUNR: Intuitive Machines awarded $1M by The Maryland Department of Commerce to support expansion of the company's Cislunar Robotics Assembly Building. https://t.co/Zyt3bKAt5Q

@jasonl_capitalJun 4, 2026 · 9:13 PM

6. $LUNR - Intuitive Machines Revenue nearly tripled YoY to $186.7M. First positive adjusted EBITDA. $1.1B backlog. Just secured a $6.24B Space Force Andromeda IDIQ contract ceiling. Full-year guidance of $900M to $1B. The fastest revenue growth story in the entire space sector right now.

@spaceinvestor_dJun 3, 2026 · 11:04 AM

$LUNR: Intuitive Machines entered into a Sales Agreement to establish an at-the-market equity offering program of up to $500.0 million of Class A common stock. https://t.co/Uva0qviJfN

@wolfgangkasperMay 27, 2026 · 7:17 PM

As a long-term space investor, I do see NASA’s decision to raise the CLPS 1.0 contract ceiling from $2.6B to $4.2B as a clear signal of accelerating lunar cadence. This $1.6B uplift provides substantial room for additional task orders ahead of CLPS 2.0. With only two companies, Firefly Aerospace $FLY and Intuitive Machines $LUNR having achieved successful soft landings, they are strongly positioned to secure the majority of near-term awards as NASA scales toward higher mission rates. Both firms already hold multiple task orders and have demonstrated execution capability. This development reinforces the growing commercial lunar economy and should drive meaningful backlog expansion for proven players. Nice post @AlmaCap114204

@jasonl_capitalMay 27, 2026 · 12:19 PM

6. $LUNR - Intuitive Machines FY2026 revenue guidance of $900M to $1B - that's 350%+ growth. First positive adjusted EBITDA. $1.1B backlog including a fresh $180M NASA CLPS award. Just acquired Lanteris Systems for $800M and is adding deep-space antenna assets through Goonhilly and COMSAT.

@almacap114204May 27, 2026 · 12:11 PM

$FLY, $LUNR, NASA CLPS 1.0 ceiling lifted from $2.6B to $4.2B (+61%). That's $1.6B of extra ordering authority, room for c.10 more lunar lander task orders at the c.$150M program average, all awardable before CLPS 1.0 expires in late 2028. It bridges to CLPS 2.0 (c.$6B) and the up-to-30 landings/yr NASA is targeting from 2027. $LUNR & $FLY each hold 5 CLPS task orders to date, yet only 1 mission is firmly manifested for 2027 (IM-4) against that 30 target. The uplift gives NASA the room to close that gap. FLY management has already flagged potential new Moon Base awards as early as Q3 2026. Lead times mean fresh orders mostly fly 2028 onwards, so they either back-fill the manifest or the 2027 target slips. Either way the award flow comes very soon. I also expect CLPS 2.0 to be finalised soon, opening up awards for the 2028 manifest as soon as possible. 13 names are eligible, but only $LUNR & $FLY have soft-landed ($FLY the only fully clean one). Astrobotic is flown but not landed, and Blue Origin now has Blue Moon MK1 manifested plus the LTV delivery role. I expect the proven tier to take the bulk of the c.10 orders, with $FLY and $LUNR best placed. NASA does tend to spread task orders for supply-base resilience, so I wouldn't bank on heavy concentration in two names. Say $FLY wins 5. That's c.$750M+ in contract value at $150M+ per lander. It gets recognised over the multi-year build rather than booked in one year, but as a backlog add it's larger than Firefly's entire 2026 revenue base of $420-450M. And that's before SciTec, Alpha, Eclipse and Elytra, so I can see $FLY revenue doubling or tripling again in 2027.

@kawzinvestsMay 26, 2026 · 8:14 PM

$FLY just landed a $75M subcontract from NASA JPL to deliver four drones to the Moon's south pole for the MoonFall mission. Just now they did 12M share offering at $49.50. 4M primary, 8M from selling holders, $190M of fresh cash to the company. Stock is up nearly 100% since my deep dive went out. The Elytra spacecraft uses the same proven systems that landed Blue Ghost on the Moon. MoonFall is the first phase of NASA's Moon Base initiative. This sits on top of three other CLPS Moon missions already on the manifest. The thesis was never just rockets. $FLY $RKLB $LUNR

@spaceinvestor_dMay 26, 2026 · 1:34 PM

$RDW / $LUNR / $MNTS Big moves like this don’t show up often. I try to position before the narrative shifts, in names still under the radar, and let time do the work. It sounds simple, but it really comes down to doing the work early while most attention is elsewhere. Earlier this year, these 3 names were widely dismissed and heavily doubted. Today, they’re all up 100%+ YTD. I'm not chasing what’s already crowded, I prefer to focus instead on what’s still being misunderstood or ignored. Patience and timing matter just as much as the idea itself. Respect to everyone staying disciplined through it all.

@spaceinvestor_dMay 23, 2026 · 1:57 PM

Week 6 delivered a solid sector-wide bounce. I trimmed a small portion of $LUNR, while keeping the majority of the position intact to maintain exposure. the stock bounced hard after analyst upgrades following the NASA Ignition event (delayed much!) The goal was mainly to free up some liquidity ahead of potential opportunities. I typically prefer holding 10–15% cash for optionality, but after this trim I was at 5%. Week 6 closed at $129,226.70

@spaceinvestor_dMay 18, 2026 · 10:50 PM

$LUNR: Intuitive Machines is now the prime contractor for operations of the Lunar Reconnaissance Orbiter Camera (“LROC”), a key instrument aboard the agency’s Lunar Reconnaissance Orbiter (“LRO”), and the ShadowCam instrument, a specialized lunar imaging camera on board the Korea Pathfinder Lunar Orbiter that provides visibility in light obscured conditions such as dark and shadowed regions of the Moon. Under the $15.5 million cost-plus-fixed-fee three-year prime contract for LROC and the $4.5 million cost-plus-fixed-fee three-year prime contract for ShadowCam, Intuitive Machines is leading imaging operations, data storage and analysis, and mission support. The Company is leading LROC’s Moon surface mapping operations, and advance ShadowCam imaging of permanently shadowed regions.

@dillon_valdezMay 15, 2026 · 5:53 PM

$LUNR — Intuitive Machines Revenue was $186.7M, +198.7% YoY, but missed expectations of ~$203.0M by 8.0%. EPS was -$0.25 vs -$0.07 expected. Stock rose 2.4% on report day, then fell 6.0% today. The quarter was mixed but not boring: record revenue, record backlog, positive adjusted EBITDA, and a Goonhilly/COMSAT deal. For LUNR, the opportunity is clearly getting larger. The debate is whether execution quality, contract conversion, and mission reliability can catch up to the size of the opportunity.

@spaceinvestor_dMay 15, 2026 · 4:17 PM

$LUNR: Next week could be important for Intuitive Machines, with NASA indicating a potential update for the restructured LTV procurement around May 22. Worth watching closely. https://t.co/4c1FxZ7emF

@spaceinvestor_dMay 14, 2026 · 11:35 AM

$LUNR: Intuitive Machines agree to acquire Goonhilly and Comsat, deep space communications providers. https://t.co/8DkkmV2mB8

@spaceinvestor_dMay 11, 2026 · 12:50 PM

$LUNR: Yet another PT raise this morning. Wall Street finally starting to catch up to the growth, execution, and momentum building across the sector. The rerating phase may just be getting started. https://t.co/3lkVgQAhns

@spaceinvestor_dMay 5, 2026 · 11:22 AM

$RDW / $LUNR: SPACE SYSTEMS COMMAND TO MODIFY ANDROMEDA IDIQ, RAISE CEILING TO $6.24B FROM $1.84B The effort covers systems engineering, design and prototyping, system build and integration, demonstrations and operational support. Work may also include analysis and studies supporting space domain awareness mission functions, including space-based surveillance and reconnaissance. The Andromeda contract includes 14 awardees selected in April 2026 following a competitive process. Participants include: Anduril Astranis BAE Systems General Atomics Intuitive Machines L3Harris Technologies Lockheed Martin Millennium Space Systems Northrop Grumman Quantum Space Redwire Sierra Space True Anomaly Turion Space

@investmentguru_May 3, 2026 · 11:26 AM

$LUNR The purest lunar infrastructure play in the public markets. LUNR holds a $180.4M NASA lunar mission contract and a $943M backlog, following the Q1 2026 acquisition of Lanteris Space Systems for $800M. Management guided 2026 revenue of $900M–$1B — nearly 5x the company’s trailing 12-month revenue of $210M. Lanteris was selected to deliver 18 spacecraft platforms for the Space Development Agency’s Tranche 3 Tracking Layer architecture , adding a national security leg to the story. The pending $4.6B NASA Lunar Terrain Vehicle Services award is the next major catalyst to watch. Not financial advice.

@spaceinvestor_dApr 29, 2026 · 11:40 AM

$LUNR: KeyBanc raised the firm’s price target on Intuitive Machines to $27 from $26 to reflect accelerating demand for lunar initiatives led by NASA, while keeping an Overweight rating on the shares. The firm continues to see a strong macro environment persisting through 2026, driving significant growth and potential re-rating opportunities over time.

@spaceinvestor_dApr 28, 2026 · 11:27 AM

$LUNR / $RDW / $FLY NASA to increase the CLPS contracts maximum ordering value from $2.6 billion to $4.2 billion. In a special notice published on April 27th, NASA/JSC announced it intends to issue a sole source contract modification to continue services for all activities necessary to safely integrate, accommodate, transport, and operate NASA Payloads using contractor-provided assets, including launch vehicles, lunar lander spacecraft, lunar surface systems, Earth re-entry vehicles and associated resources. https://t.co/SXArV91vCJ

@itschrisrayApr 21, 2026 · 10:58 PM

☢️ Advanced nuclear reactor & fuel company, X-Energy, is going public on Thursday under ticker symbol $XE. They’re targeting a $16-$19 share price and ~$7.5B valuation. I’ll start off by saying, in many respects, this is like any other SMR company - meaning no actual reactors online for 5-10 years. BUT a few things to note: • They’re co-founded by Dr. Kam Ghaffarian, the same guy who co-founded $LUNR (Intuitive Machines), Axiom Space, and Quantum Space. • They made $109 million in revenue in 2025. This was mainly in grants and development contracts, but is still impressive since most other early stage SMR companies still have little to no revenue. • They’ve got up to 11 GW of potential power already booked by customers including $AMZN, Dow chemical, Ontario Power Generation, Talen Energy, and others. • Their subsidiary, TRISO-X, reached a major regulatory milestone by securing the first-ever NRC Category II license for a commercial advanced nuclear fuel fabrication facility. This means they’re permitted to make reactor fuel using HALEU (High-Assay Low-Enriched Uranium) that they can use themselves and sell to others. • Investors include Amazon (anchored a $500M Series C), Jane Street (led an oversubscribed $700M Series D), and ARK Invest (key participant in private rounds and has expressed interest in acquiring another $105M during the IPO). I’ve tried to stay away from nuclear stocks due to the super long time horizon and first-of-a-kind (FOAK) nature of the technology, but this one seems interesting. Especially during a very nuclear-friendly administration. Vibes tell me it’s going to rip Thursday. Not saying I’m going to buy, but who knows. I’ll be watching closely. Please don’t consider this financial advice.

@spaceinvestor_dApr 17, 2026 · 12:24 PM

$FLY: Analyst Suji Desilva increased the price target for FireFly Aerospace to $60 from $35, maintaining a BUY rating A key catalyst, according to Roth, is NASA’s plan to ramp up lunar cargo missions, potentially reaching a monthly cadence in the coming years. $LUNR: Roth Capital also boosted its price target on Intuitive Machines to $35 from $25. The firm sees the company as well placed to benefit from rising investment in lunar exploration. Intuitive Machines’ recent Lanteris acquisition is expected to enhance operational capabilities while unlocking efficiencies. Analysts believe the combined entity can broaden its offerings beyond civil and lunar missions to include national security programs, expanding into end-to-end services.

@spaceinvestor_dApr 14, 2026 · 3:44 PM

@Spaceillionare $LUNR might be a big winner of the nuclear in space theme. https://t.co/f40IL2DtVk

@kawzinvestsApr 13, 2026 · 10:39 PM

$FLY is down 37% from its peak. It is also the only private company in history to successfully land on the Moon. Most people following this stock are focused on the rockets. They are not thinking about the $164M per year business Firefly quietly acquired three months after going public that was already EBITDA and FCF positive. $RKLB trades at roughly 45x 2026 revenue estimates. $FLY guides $420M to $450M this year and trades at about 13x that. The market cap gap between them is 7 to 1. But $RKLB is a launch and spacecraft company. $FLY is a launch company, a lunar lander company, a defense software company already inside the Pentagon's Golden Dome contracting framework, and an orbital transfer vehicle company. The ceiling on that MDA contract vehicle is $151 billion. SciTec is also the first new prime contractor for U.S. missile warning ground systems in 50 years. That position exists inside $FLY at a 7x valuation discount to its closest public comp. Or why the SpaceX IPO filing is a direct catalyst for this specific stock. Full breakdown on Asymmetrical Bets. Link in replies. $FLY $RKLB $LUNR

@spaceinvestor_dApr 8, 2026 · 11:22 PM

$RDW / $LUNR: Redwire and Intuitive Machines, alongside other vendors including Anduril and BAE, were awarded spots on the $1.843B ceiling firm-fixed-price, IDIQ contract for the Andromeda program. This contract supports the procurement of space-based Space Domain Awareness (SDA) capabilities. The Space Force plans to acquire these new “neighborhood watch” satellites on a rolling basis, issuing task orders over time to a pool of qualified vendors based on mission needs and available budget. This program signals a clear shift toward a more agile, commercially integrated approach to SDA.

@almacap114204Apr 8, 2026 · 3:16 PM

$FLY Ocula moon imaging service news today. $NVDA $LUNR https://t.co/IuYdhZXavx

@kawzinvestsApr 8, 2026 · 3:01 PM

$RKLB trades at roughly 45x 2026 revenue estimates. $FLY guides for $420 to $450 million this year and trades at about 13x that. The market cap gap between them is 7 to 1. But $RKLB is a launch and spacecraft company. $FLY is a launch company, a lunar lander company, a defense software company already inside the Pentagon's Golden Dome contracting framework, and an orbital transfer vehicle company. Firefly and SciTec were onboarded to the MDA's Golden Dome vehicle earlier this year. The ceiling on that contract is $151 billion. Imagine if SciTec gets 1% of this. SciTec is also the first new prime contractor for U.S. missile warning ground systems in 50 years. That position exists inside $FLY at a 7x valuation discount to its closest public comp. Miranda has crossed 100 hot fires. Eclipse first flight is 2027. Four Alpha launches guided this year with potential for 6 to 8 with Block II debuting on Flight 8. $FLY $RKLB $LUNR

@investmentguru_Apr 3, 2026 · 2:54 PM

$LUNR is no longer a concept stock. It has real contracts, real missions flown, real government revenue, and a real acquisition that transforms it into a multi-domain space prime. The 4x revenue guide for 2026 sounds aggressive — but ~65% is already in backlog. The Artemis II launch, IM-5 contract, and SpaceX IPO narrative are all stacking as simultaneous tailwinds right now. The bull case is LUNR becomes the infrastructure backbone of the lunar economy at a time when NASA, DoD, and commercial players are all accelerating. This is the highest-conviction space name in the sector for 2026. Size accordingly — volatility is part of the deal. Not financial advice. DYOR.

@almacap114204Apr 2, 2026 · 3:07 PM

🚀 $FLY is building the most complete space business, most people haven't noticed the SciTec upside yet... Alpha + Eclipse — Launch - Alpha (small lift) already flying 24hr responsive-launch missions for the USSF. Alpha is also used for hypersonics. Worth flagging that Alpha does not have the same launch track record as Electron. - Eclipse (medium lift co-developed w/ Northrop Grumman) puts 16,300kg to LEO — Miranda engine has completed full-duration hot fires - First flight targeting as early as 2027 Firefly Aerospace. Neutron won't launch before late-2026 at the earliest but likely to be late, so $FLY will beat them to market. Sorry $RKLB Blue Ghost (Lunar) - Only commercial company to successfuly land on the Moon. Full stop. Sorry $LUNR, falling over twice doesn't count... - Mission 2 already in the pipeline Elytra (In-Space) - Transfer vehicle for cislunar ops - National security contract already secured - Pairs with Blue Ghost as a full end-to-end lunar logistics play - Already being used for a lunar constellation that FireFly is deploying. SciTec (Defense Software) - AI-enabled defence analytics for missile tracking, acquired 2025 - Air battle management + in-space data processing Turns FLY into a software story too Revenue up 163% YoY in 2025. Firefly Aerospace Guiding $420–450m for 2026. Still ~50% below IPO price. Make of that what you will 👀 #Space $FLY $RKLB $LUNR I have a position and will be diving deeper into each of the segments on coming days, how the parts pair together isn't properly understood.

@dillon_valdezMar 30, 2026 · 2:39 PM

Before, Intuitive Machines $LUNR was mostly a lunar operator/infrastructure story. After Lanteris, it looks much more like a vertically integrated space prime that can build spacecraft, connect communications + navigation networks, and operate across LEO, MEO, GEO, and cislunar space. Are you bullish SpaceTech?

@spaceinvestor_dMar 25, 2026 · 8:58 PM

$FLY / $LUNR "CLPS (the Commercial Lunar Payload Service program) already had money, and we’re drastically expanding it."

@spaceinvestor_dMar 24, 2026 · 6:24 PM

$LUNR: Intuitive Machines selected for upcoming CLPS mission to deliver NASA payloads to the Moon south polar region. https://t.co/ouU95RfIdx

@spaceinvestor_dMar 19, 2026 · 12:20 PM

$LUNR: IM double down on NSNS "Intuitive Machines intends to invest in expanding its Near Space Network Services and establish a solar system internet independent of Earth. Through investments in the Lanteris platforms, specifically the 1300 series, the Company believes it can grow market share in Geostationary Orbit (GEO), expand capability around the Moon, extend capability to Mars, and support emerging high-power on-orbit data processing and edge computing." -Steve Altemus, CEO of Intuitive Machines, Q4 comments

@spaceinvestor_dMar 5, 2026 · 2:04 AM

$LUNR / $FLY THE LUNAR SPACE RACE IS BACK "With the revised legislation, Cruz and the Senate committee have empowered Isaacman and NASA to make significant changes to the Artemis Program. The revised plan for the space agency will likely lead to more launches and a much greater emphasis on the lunar surface."

@spaceinvestor_dMar 3, 2026 · 1:45 PM

$LUNR Under this selection, Intuitive Machines will design, build and deliver 18 advanced spacecraft platforms to help enable the next generation of space-based missile tracking capabilities. This effort supports the SDA mission to deliver persistent, real-time tracking of advanced missile threats, including hypersonic and ballistic systems.

@spaceinvestor_dFeb 25, 2026 · 3:06 PM

$LUNR I don't agree this is "scummy" or disingenuous. But here you have it, pricing is $15.12 for the $175M raise. Reminder that this investment is going towards a project that can land them as much as $4.82B! https://t.co/ZdmYxhp5Zr

@spaceinvestor_dFeb 17, 2026 · 2:17 PM

$LUNR B. Riley raised the firm's price target on Intuitive Machines to $25 from $20 and keeps a Buy rating on the shares. Intuitive's Near Space Network Services satellite constellation and Moon RACER LTV are positioned to provide critical communications, navigation, and surface mobility support to both government and commercial lunar customers, the firm says.

@spaceinvestor_dFeb 15, 2026 · 4:21 PM

$LUNR Intuitive Machines upcoming Catalysts h/t: u/VictorFromCalifornia on Reddit

@spaceinvestor_dFeb 9, 2026 · 1:17 AM

The Moon is the focus this year. •Artemis II •Blue Ghost II / $FLY •IM-3 / $LUNR ...And $RDW is providing critical technology powering all three missions.

@spaceinvestor_dFeb 7, 2026 · 2:48 PM

$ASTI / $LUNR There are solid reasons to believe Ascent Solar Technologies thin-film solar solutions could play a key role in helping Intuitive Machines' Lunar Terrain Vehicle achieve its "survive the lunar night" objectives. 🗓️Aug 2025, Ascent Solar Technologies Signs MOU with Star Catcher Industries to Improve Power Capabilities for Thin-Film Solar Technology in Space. 🗓️Nov 2025, Star Catcher set a new world record for wireless optical power transmission. 🗓️Nov 2025, Star Catcher and Intuitive Machines Successfully Demonstrate Power Beaming for Extended Lunar Surface Operations. Among the demonstrations, Star Catcher wirelessly transmitted energy to Intuitive Machines’ Lunar Terrain Vehicle (LTV) and recharged its onboard batteries. Space has waited decades for its energy revolution, and Star Catcher just delivered it.

@spaceinvestor_dFeb 6, 2026 · 8:13 PM

$LUNR Intuitive Machines is a new core position for me. That dip was too good not to take a serious bite.

@spaceinvestor_dFeb 3, 2026 · 4:46 PM

$LUNR Why "NASA is going nuclear" is a massive tailwind for Intuitive Machines (IM). 🗓️June 2022, Intuitive Machines (IM) awarded $5 Million to Provide a Solution to Deliver Fission Surface Power to the Moon by 2028 🗓️Nov 2023, the Air Force awarded IM the Joint Energy Technology Supplying On-Orbit Nuclear Power (JETSON) Mission Application contract. 🗓️Oct 2025, IM Secures a Contract Extension to advance compact nuclear power conversion technology under harsh conditions like the lunar night. 🗓️Nov 2025, IM acquire Lanteris, the world leader in Power Management and Distribution (PMAD), the grid that allows a nuclear source to actually power a spacecraft.

@spaceinvestor_dJan 30, 2026 · 8:17 PM

$LUNR "Before the end of President Trump's term, we will launch our first nuclear power and propulsion rocket" Worth mentionning that back in Oct '25, Intuitive Machines announced an $8.2 million contract extension from the U.S. Air Force Research Laboratory’s Space Vehicles Directorate to develop next-generation nuclear power systems for spacecraft and lunar infrastructure.

@spaceinvestor_dJan 28, 2026 · 1:14 PM

$LUNR Intuitive Machines price target raised to $26 from $20 at KeyBanc. KeyBanc sees an ideal macro environment persisting through 2026, driving significant growth opportunities and potential re-ratings of space and defense tech equities. https://t.co/9mcx2dOjiH

@spaceinvestor_dJan 23, 2026 · 9:13 PM

@poopoopeeperpoo The acquisition of Lanteris Space Systems by $LUNR transformed the company into a Space Prime. Also, don't forget there's big catalysts ahead with milestones in both NSN and LTV.

@dustinhuntwnDec 29, 2025 · 3:57 AM

$LUNR vs $RKLB — valuation context matters RKLB is sitting at ~$37B market cap with $500M+ annual revenue, multiple revenue streams (launch + space systems), recurring contracts, and years of execution. LUNR is ~$2–3B market cap pre-LTV, pre-Golden Dome revenue, and before scaling recurring contracts — **yet post-Lanteris acquisition, LUNR has projected revenue of ~$800M. That’s the disconnect in this debate. Markets price future dominance early, not after contracts are fully derisked. If LUNR secures LTV and defense cadence, today’s valuation won’t look aggressive — it’ll look early. This isn’t a pump, it’s a re-rating phase driven by asymmetric catalysts.

@thevalueistDec 20, 2025 · 2:27 PM

$LUNR Intuitive Machines: Scaling Into a Diversified Space Infrastructure Prime Intuitive Machines is transitioning from a lunar-focused contractor into a diversified space infrastructure and services platform through a strategy of rapid expansion and vertical integration. The company's future hinges on the acquisition of Lanteris Space Systems, which is expected to scale revenue and manufacturing capabilities while shifting the business toward more stable recurring income. Despite this growth, the firm faces significant execution risks, including history of fixed-price contract losses, technical mission challenges, and complex integration requirements. Management's deep NASA heritage and high insider ownership provide technical credibility, yet a concentrated voting structure limits external governance and shareholder influence. Financial stability remains a key concern as the company manages material weaknesses in reporting controls alongside the heavy capital demands of its satellite and data transmission pillars. Ultimately, the investment profile is a high-stakes pivot from speculative moon missions to a scaled aerospace prime role.

@spaceinvestor_dDec 18, 2025 · 9:31 PM

$LUNR JUST IN: KeyBanc initiates Intuitive Machines with a $20 price target.

@spaceinvestor_dDec 16, 2025 · 9:44 PM

$LUNR Might be time to let Intuitive Machines out of the penalty box. Solid acquisition and many catalysts ahead.

@spaceinvestor_dAug 14, 2025 · 11:43 AM

$LUNR Intuitive Machines prices $300M in 2.5% convertible notes due 2030, plus a $45M upsize option. Convertible at $13.1125/share. Net proceeds ~$291.8M, with ~$32M for capped calls to limit dilution. Remainder to be used for ops, R&D, and acquisitions. https://t.co/Er1UAf6Q5w

@spaceinvestor_dAug 6, 2025 · 12:24 PM

$LUNR NASA just added $9M to Intuitive Machines’ Near Space Network contract on Aug 4, 2025, bringing current obligations to $27M. This is part of a potential $4.82B effort to build out lunar comms infrastructure, a high-bandwidth relay, navigation & positioning from GEO to the Moon. IM's constellation will support Artemis & commercial missions. Long game, but it’s starting to fund.

@spaceinvestor_dJul 30, 2025 · 1:35 AM

What are you cookin' Cathie? Back in the $LUNR kitchen while dumping $RKLB and $JOBY https://t.co/tl3l0cGYrs

@spaceinvestor_dJul 27, 2025 · 1:21 PM

@Assholetrading @InterluneSpace I need to see a flawless landing before getting back on the $LUNR bandwagon