Is Intuitive Machines A Moonshot Stock for the New Space Economy?

1 hour ago 3

Rich Duprey

Thu, April 2, 2026 astatine 10:43 AM CDT 5 min read

Intuitive Machines (LUNR) reported 2025 gross of $210.1M (down 7.9% year-over-year), a $943M backlog, and gross borderline enlargement to 19%, portion guiding for 2026 gross of $900M to $1B with affirmative adjusted EBITDA; the institution besides secured a $180.4M NASA CLPS task bid successful March for its 5th lunar ngo utilizing the larger Nova-D lander. Rocket Lab (RKLB) generated $601.8M successful 2025 gross (up 38%), maintains a $1.85B backlog, and achieves 44.3% gross margin, trading astatine a higher valuation with $38.74B marketplace headdress versus Intuitive Machines astatine $5.14B.
SpaceX’s confidential IPO filing and NASA’s palmy Artemis II crewed lunar ngo are reigniting capitalist appetite for abstraction system plays, creating a tailwind for lunar infrastructure companies similar Intuitive Machines to person their increasing backlogs into gross growth.
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Yesterday, SpaceX reportedly confidentially filed for an IPO with the SEC, targeting a imaginable $1.75 trillion valuation successful what could go the largest listing ever. The aforesaid day, NASA’s Artemis II launched successfully from Kennedy Space Center -- the archetypal crewed ngo beyond debased Earth orbit since 1972 -- sending 4 astronauts connected a 10-day lunar flyby aboard the SLS rocket and Orion spacecraft.

Space stocks abruptly consciousness electrical again. The renewed momentum has investors reasoning Intuitive Machines (NASDAQ:LUNR) could beryllium the adjacent moonshot play successful the emerging lunar economy. Yet arsenic it could conscionable arsenic easy implode connected the motorboat pad, let’s analyse the numbers.

These duplicate events -- SpaceX’s filing and Artemis II’s liftoff -- awesome that the caller abstraction system has moved from conception to factual progress. SpaceX’s IPO filing opens the doorway for retail investors to ain a portion of reusable rockets, Starlink satellites, and deep-space ambitions. Artemis II validates government-commercial partnerships that money everything from landers to aboveground operations. Together, they assistance the full sector.

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Intuitive Machines, which specializes successful lunar landers and infrastructure, sits squarely successful that flywheel. The question is whether its fiscal trajectory matches the hype.

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