Latest news with #IntuitiveMachines
Yahoo
a day ago
- Business
- Yahoo
1 No-Brainer Space Stock to Buy Right Now
Intuitive Machines is the only publicly traded company to have successfully landed a spacecraft on the moon in the last 50 years. It's landed twice, and has NASA contracts to try twice more. Intuitive Machines shares went on sale last month, falling 14% in price. 10 stocks we like better than Intuitive Machines › Sometimes, bad news for a stock investor can be good news for a stock buyer. Take the case of Intuitive Machines (NASDAQ: LUNR). One month ago, I asked myself if Intuitive Machines -- a stock I already own -- might be worth buying even more of, after its share price nearly doubled from the price at which I first bought it. Paying twice the price for the very same stock ordinarily wouldn't sound like much of a bargain. In fact, after running the valuation on the stock in May, I ended up hedging my bet and arguing it might be worth buying. Yet it also seemed to cost more than I usually consider an acceptable valuation for an unprofitable space stock. But that was then, and this is now. Over the past month, shares of Intuitive Machines have slumped 14%, closing Friday below $11 a share. For existing shareholders, that's disappointing. For investors looking to buy into Intuitive Machines for the first time, however, it may be an opportunity. In case you're unfamiliar with the company, Intuitive Machines is the very definition of a space stock. The company is best known for being the first private company to land a spacecraft on the moon, and for landing an American spacecraft on the moon for the first time since the Apollo era 50 years ago. It has in fact landed spacecraft on the moon twice now. Granted, neither landing was 100% successful -- both vehicles toppled over on their sides after landing -- but they did touch down safe and intact before keeling over. The company has secured NASA contracts for two more landing attempts, scheduled to take place in 2026 and 2027. And Intuitive Machines has promised to "incorporate ... lessons learned" from the first two partially successful landings to try and improve its performance on the next two. According to filings with the Securities and Exchange Commission (SEC), the company was paid $132 million for its first landing and $122 million for the second (with both NASA and various commercial customers contributing to the revenue). Intuitive Machines' third mission, IM-3, is said to be priced at $87 million, but that number may be increased, and doesn't yet include payments from commercial customers. As valuable as these moon landing contracts are, however, they're arguably dwarfed by a completely different kind of contract Intuitive Machines secured from NASA last year. For $4.8 billion, spread across 10 years (so $480 million per year -- quadruple the value of a lander contract), the company has been hired to build a Near Space Network of satellites that will relay communications from low earth orbit to the moon and back. Over the past few years, both stock markets and corporate mergers and acquisitions (M&As) have been valuing (mostly unprofitable) space stocks in a range of 2 to 4 times annual revenue. Intuitive Machines did $217 million in revenue last year, implying the stock should cost less than $880 million today. And yet it currently costs closer to $1.3 billion; factoring in "shares held by non-controlling interest holders," S&P Global Market Intelligence data suggests the company's implied market capitalization might be as high as $2 billion. So is that too much to pay? I think not. Why not? Well, just consider a future in which Intuitive Machines keeps launching one moon lander per year for NASA and its private customers (say, $120 million in revenue), operates its Near Space Network (for another $480 million), and does nothing else at all. Imagine it doesn't provide communications services to private customers with payloads on the moon, launch more often than once per year, or explore any new business opportunities in space. That's still $600 million a year in revenue, and at a revenue valuation (price-to-sales ratio) of 4, it implies that Intuitive Machines stock should be worth $2.4 billion -- and that's assuming the company does all of this unprofitably. (The price-to-sales ratio of 2 to 4 only applies to unprofitable space companies, remember.) Yet analysts polled by S&P Global anticipate that Intuitive Machines actually will begin reporting profits based on generally accepted accounting principles (GAAP) just two years from now, in 2027. Even taking the most extreme estimate of the stock's current valuation today, $2 billion, that means the stock is probably already undervalued -- and a buy. Before you buy stock in Intuitive Machines, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and Intuitive Machines wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $713,547!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $966,931!* Now, it's worth noting Stock Advisor's total average return is 1,062% — a market-crushing outperformance compared to 177% for the S&P 500. Don't miss out on the latest top 10 list, available when you join . See the 10 stocks » *Stock Advisor returns as of June 23, 2025 Rich Smith has positions in Intuitive Machines. The Motley Fool has positions in and recommends S&P Global. The Motley Fool has a disclosure policy. 1 No-Brainer Space Stock to Buy Right Now was originally published by The Motley Fool Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
2 days ago
- Business
- Yahoo
Intuitive Machines (LUNR) Jumps 13.15% as Lunar Mission Photos Boost Investor Confidence
Intuitive Machines, Inc. (NASDAQ:LUNR) is one of the . Intuitive Machines saw its share prices jump by 13.15 percent on Thursday to close at $11.36 apiece following the release of photos captured by its IM-2 lunar lander called 'Athena.' Having encountered uncertainties during its official launch in February 2025, the photos sparked investor confidence about Intuitive Machines Inc.'s (NASDAQ:LUNR) successful deployment and operations and improved confidence for future contracts. Intuitive Machines, Inc. (NASDAQ:LUNR) launched the IM-2 Athena using its Nova-C aircraft on February 27 as part of NASA's commercial lunar payload services. Athena successfully reached the surface of the moon on March 6, 2025, but ended its mission the day after, following depleted power. A satellite being released from a launch vehicle, heading into space. Athena was designed to look into the presence of lunar water ice using Prime-1, a payload of a drill and mass spectrometer. While we acknowledge the potential of LUNR as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an extremely cheap AI stock that is also a major beneficiary of Trump tariffs and onshoring, see our free report on the best short-term AI stock. READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires. Disclosure: None. This article is originally published at Insider Monkey.
Yahoo
5 days ago
- Business
- Yahoo
Barclays Initiates Coverage of Intuitive Machines (LUNR) with an Equal Weight Rating
Intuitive Machines, Inc. (NASDAQ:LUNR) is one of the 13 Small Cap Stocks Analysts Are Bullish On. On May 22, Barclays initiated coverage of Intuitive Machines, Inc. (NASDAQ:LUNR) with an Equal Weight rating and a $13 price target. The firm reasoned that it anticipates the company to benefit from NASA's growing reliance on commercial companies. A satellite being released from a launch vehicle, heading into space. The rating highlights an optimistic view of Intuitive Machines, Inc.'s (NASDAQ:LUNR) various opportunities. However, the analyst told investors in a research note that these opportunities are balanced by execution risk, budget uncertainty, a 'crowded' competitive landscape, and a valuation with shares trading approximately in line with peers. Intuitive Machines, Inc. (NASDAQ:LUNR) is a space exploration, services, and infrastructure company that contributes to the development of cislunar infrastructure and engages in establishing cislunar and deep space commerce. It is headquartered in Houston, Texas. While we acknowledge the potential of LUNR as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: The Best and Worst Dow Stocks for the Next 12 Months and 10 Unstoppable Stocks That Could Double Your Money. Disclosure: None. 擷取數據時發生錯誤 登入存取你的投資組合 擷取數據時發生錯誤 擷取數據時發生錯誤 擷取數據時發生錯誤 擷取數據時發生錯誤
Yahoo
6 days ago
- Business
- Yahoo
Barclays Initiates Coverage of Intuitive Machines (LUNR) with an Equal Weight Rating
Intuitive Machines, Inc. (NASDAQ:LUNR) is one of the 13 Small Cap Stocks Analysts Are Bullish On. On May 22, Barclays initiated coverage of Intuitive Machines, Inc. (NASDAQ:LUNR) with an Equal Weight rating and a $13 price target. The firm reasoned that it anticipates the company to benefit from NASA's growing reliance on commercial companies. A satellite being released from a launch vehicle, heading into space. The rating highlights an optimistic view of Intuitive Machines, Inc.'s (NASDAQ:LUNR) various opportunities. However, the analyst told investors in a research note that these opportunities are balanced by execution risk, budget uncertainty, a 'crowded' competitive landscape, and a valuation with shares trading approximately in line with peers. Intuitive Machines, Inc. (NASDAQ:LUNR) is a space exploration, services, and infrastructure company that contributes to the development of cislunar infrastructure and engages in establishing cislunar and deep space commerce. It is headquartered in Houston, Texas. While we acknowledge the potential of LUNR as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: The Best and Worst Dow Stocks for the Next 12 Months and 10 Unstoppable Stocks That Could Double Your Money. Disclosure: None.
Yahoo
6 days ago
- Business
- Yahoo
Intuitive Machines, Inc. (LUNR): A Bull Case Theory
We came across a bullish thesis on Intuitive Machines, Inc. (LUNR) on Deep Value Return's Substack. In this article, we will summarize the bulls' thesis on LUNR. Intuitive Machines, Inc. (LUNR)'s share was trading at $10.89 as of 12th June. LUNR's trailing P/E was 9.2 according to Yahoo Finance. A satellite in the night sky, glimmering with the promise of aerospace exploration. Intuitive Machines (LUNR) represents a timely deep value opportunity for investors willing to look past short-term setbacks and focus on long-term inflection points. The company's recent 70% stock decline following the IM-2 mission failure has reset expectations, but this disappointment is now fully priced in. What remains is a rapidly growing business, gradually progressing toward positive free cash flow, and offering an attractive entry point. With a forward-looking view, LUNR is poised to grow revenues by 30% annually into 2026 and currently trades at just 5x forward sales—a compelling valuation for a space technology company navigating early execution challenges. The author sees this as an ideal inflection investment: not an immediate turnaround story, but one with visible acceleration ahead and the potential for meaningful upside as the market re-rates the stock. The author has set a price target of $17 by late 2026, implying significant appreciation from current levels. Their investment strategy calls for a staggered position—2.5% of capital now and another 2.5% in 4 to 6 weeks—anticipating short-term volatility as an opportunity to average down. This approach reflects a broader portfolio philosophy of capturing multiple small wins rather than swinging for singular moonshots, with rapid capital rotation to deliver outperformance in 2025. Potential upcoming exits from positions in Nebius or Snowflake could free up further capital to redeploy into such setups. For now, LUNR offers the right combination of post-disappointment resilience, strong forward growth, and deep value metrics to justify a calculated, conviction-driven entry. Previously, we highlighted a standout on Rubrik (RBRK) by the same author, which focused on its differentiated cyber resilience platform, early achievement of price targets, and strong FCF margins despite a premium valuation. Deep Value Returns also pitched Intuitive Machines (LUNR), framing it as a deep value play with 30% forward growth, a favorable risk-reward setup post-IM-2 disappointment, and a staggered entry strategy. Intuitive Machines, Inc. (LUNR) is not on our list of the 30 Most Popular Stocks Among Hedge Funds. As per our database, 21 hedge fund portfolios held LUNR at the end of the first quarter which was 26 in the previous quarter. While we acknowledge the risk and potential of LUNR as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an extremely cheap AI stock that is also a major beneficiary of Trump tariffs and onshoring, see our free report on the best short-term AI stock. READ NEXT: 8 Best Wide Moat Stocks to Buy Now and 30 Most Important AI Stocks According to BlackRock. Disclosure: None. This article was originally published at Insider Monkey. Sign in to access your portfolio
