LUNR Intuitive Machines, LLC
Price Chart
Executive Summary
Intuitive Machines announced its subsidiary, Lanteris Space Systems, was selected by L3Harris Technologies to design and deliver 18 spacecraft platforms for the Space Development Agency's Tranche 3 Tracking Layer, enhancing missile tracking capabilities. This contract reinforces Intuitive Machines' role in national security space infrastructure and supports scalable, persistent mission architectures.
Actionable Insight
Traders should monitor for future disclosures on contract value and delivery timelines; this award validates Intuitive Machines' position in the defense space sector and could lead to additional SDA or prime contractor awards. Consider positioning ahead of potential follow-on announcements or funding releases.
Key Facts
- Intuitive Machines' subsidiary Lanteris Space Systems selected by L3Harris to build 18 spacecraft platforms for SDA Tranche 3 Tracking Layer.
- The platforms will support real-time tracking of hypersonic and ballistic missile threats.
- This is a follow-on to prior SDA tracking layer contracts, indicating continued trust in Intuitive Machines' capabilities.
- The work supports the Proliferated Warfighter Space Architecture, a key U.S. defense space initiative.
Financial Impact
Multi-million dollar contract (exact value not disclosed), likely in the range of $100M+ based on similar SDA awards for spacecraft production.
Risk Factors
- Contract value not disclosed — actual financial impact may be lower than market expectations.
- Execution risk in scaling production of 18 spacecraft platforms on schedule.
- Dependence on U.S. government funding and SDA budget continuity.
Market Snapshot
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-3248371 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
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Jun 8, 2026
6d ago
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Insider Cluster
| $29.92 awaiting T+1 | awaiting T+1 | — | $26.62 (+11.03%) |
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Jun 3, 2026
11d ago
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8-K
| $33.83 $33.63 | ▼ −0.59% | ▼ −0.99% | $26.62 (−21.31%) |
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May 14, 2026
4w ago
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8-K
| $36.52 $33.89 | ▼ −7.20% | ▼ −5.97% | $26.62 (−27.11%) |
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May 14, 2026
4w ago
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Press Release
| $36.52 $33.89 | ▼ −7.20% | ▼ −5.97% | $26.62 (−27.11%) |
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May 14, 2026
4w ago
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Press Release
| $36.52 $33.89 | ▼ −7.20% | ▼ −5.97% | $26.62 (−27.11%) |
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May 1, 2026
6w ago
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Press Release
| $25.62 $25.35 | ▼ −1.05% | ▼ −0.71% | $26.62 (+3.90%) |
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Apr 24, 2026
7w ago
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DEFA14A
| $25.53 $26.20 | ▲ +2.62% | ▲ +2.46% | $26.62 (+4.27%) |
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Apr 15, 2026
8w ago
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144
| $23.88 $27.28 | ▲ +14.24% | ▲ +13.99% | $26.62 (+11.47%) |
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Apr 15, 2026
8w ago
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Insider Cluster
| $23.88 $27.28 | ▼ −14.24% | ▼ −13.99% | $26.62 (−11.47%) |
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Apr 1, 2026
10w ago
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S-3ASR
| $23.99 $22.92 | ▼ −4.46% | ▼ −4.94% | $26.62 (+10.96%) |
US Market Status
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