LUNR

Intuitive Machines, Inc.

Nasdaq · Search, Detection, Navigation, Guidance, Aeronautical Sys · Inc. DE · CIK 0001844452
$29.36 -12.70% $7.3B
Insider Selling Cluster (5 insiders)High Impact Filing (8/10)
Vol
Market Cap$7.3B
Cap SizeMid Cap
Analyst ConsensusStrong Buy (81%)
Inst. Holders7 funds
Inst. Value$176.8M
Inst. Activity2 buys / 2 sells
Insider Activity0B / 16S
Insider Net $-$19.0M
Reddit Sentiment56° Neutral
SEC Reports10
Press Releases4
Exchange Nasdaq·Sector Search, Detection, Navigation, Guidance, Aeronautical Sys·Inc. DE·CIK 0001844452·Prev Close $33.63

Recent Activity

Jun 3, 2026 SEC
Intuitive Machines entered into a Sales Agreement with ten agents to sell up to $500 million of Class A common stock in
8-K — Impact 4/10
Jun 1, 2026 Insider
Ghaffarian Kamal Seyed sold 141,909 shares
Director @ $0.00 ($0.00)
Jun 1, 2026 Insider
Ghaffarian Kamal Seyed sold 141,909 shares
Director @ $0.00 ($0.00)
Jun 1, 2026 Insider
Ghaffarian Kamal Seyed sold 84,411 shares
Director @ $38.50 ($3.3M)
May 29, 2026 short_volume
Short Volume: LUNR — 58.6% short (4.7M / 8.0M)
Short: 4,668,670 | Exempt: 384,408 | TRF Vol: 7,968,942 | Short Ratio: 58.6% | Off-exchange volume (
May 14, 2026 SEC
Intuitive Machines reported Q1 2026 revenue of $186.7M (nearly 3x prior year's $62.5M), driven by the Lanteris acquisiti
8-K — Impact 8/10
May 14, 2026 SEC
Intuitive Machines reported Q1 2026 revenue of $186.7M (miss vs $205.3M consensus) and GAAP EPS of -$0.25 (miss vs -$0.0
PRESS-RELEASE — Impact 6/10
Inst.
TWO SIGMA INVESTMENTS, LP — DOUBLED
2,309,615 shares ($37.5M)

Price Targets

$40.78 +38.9% upside Strong Buy
Current $29.36 Low $11.00 Median $42.00 High $75.00 9 analysts
$11.00 $75.00

Analyst Ratings

Strong Buy81% buy · 16 analysts
2Strong Buy
11Buy
2Hold
1Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
May 28, 2026 Roth Capital MAINTAIN Buy → Buy
May 19, 2026 Cantor Fitzgerald MAINTAIN Overweight → Overweight
May 15, 2026 Canaccord Genuity MAINTAIN Buy → Buy
May 15, 2026 B. Riley Securities MAINTAIN Buy → Buy
May 15, 2026 Roth Capital MAINTAIN Buy → Buy

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $-0.09 ▼ -188.9% $-0.12 — $-0.04 18% YoY 3
Next Q $-0.07 ▼ -3033.2% $-0.10 — $-0.02 4% YoY 3
Current FY $-0.38 ▼ -417.2% $-0.53 — $-0.22 6% YoY 2
Next FY $-0.12 ▼ -155.8% $-0.19 — $-0.05 68% YoY 2

Top Institutional Holders

FundValueMove
VANGUARD GROUP INC$98.4M
TWO SIGMA INVESTMENTS, LP$37.5MDOUBLED
CHARLES SCHWAB INVESTMENT MANAGEMENT$15.1MDOUBLED
BANK OF AMERICA CORP$10.6MNEAR_EXIT
MORGAN STANLEY$10.6MADD

Recent Insider Trades

DateInsiderTypeValue
Jun 1, 2026Ghaffarian KamalM$0.00
Jun 1, 2026Ghaffarian KamalM$0.00
Jun 1, 2026Ghaffarian KamalSELL$3.3M
Jun 1, 2026Ghaffarian KamalD$0.00
May 18, 2026Ghaffarian KamalM$0.00

Reddit Sentiment

56°
Neutral
Bearish Neutral Bullish
32 mentions 13 bullish 9 bearish
7 institutional holders with $176.8M total value (10,891,097 shares) as of 2025-Q4. Top holders: VANGUARD, TWO, CHARLES.

Top Institutional Holders — 2025-Q4

#FundSharesValue% of TrackedLast Move
1VANGUARD GROUP INC6,061,574$98.4M55.7%
2TWO SIGMA INVESTMENTS, LP2,309,615$37.5M21.2%DOUBLED +157.5%
3CHARLES SCHWAB INVESTMENT MANAGEMENT INC933,096$15.1M8.6%DOUBLED +181.8%
4BANK OF AMERICA CORP /DE/651,785$10.6M6.0%NEAR_EXIT -75.7%
5MORGAN STANLEY651,561$10.6M6.0%ADD +25.5%
6WELLS FARGO & COMPANY/MN270,249$4.4M2.5%ADD +26.4%
7FMR LLC13,217$214.5K0.1%NEAR_EXIT -88.4%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
TWO SIGMA INVESTMENTS, LPDOUBLED897,1052,309,615+157.5%$37.5M2025-Q4
BANK OF AMERICA CORP /DE/NEAR_EXIT2,677,305651,785-75.7%$10.6M2025-Q4
WELLS FARGO & COMPANY/MNADD213,856270,249+26.4%$4.4M2025-Q4
FMR LLCNEAR_EXIT114,25613,217-88.4%$214.5K2025-Q4
UBS Group AGADD1,654,3532,537,866+53.4%$26.7M2025-Q3
CHARLES SCHWAB INVESTMENT MANAGEMENT INCDOUBLED327,345922,514+181.8%$9.7M2025-Q3
TWO SIGMA INVESTMENTS, LPTRIM2,578,893897,105-65.2%$9.4M2025-Q3
MORGAN STANLEYADD542,231680,372+25.5%$7.2M2025-Q3
WELLS FARGO & COMPANY/MNDOUBLED73,294213,856+191.8%$2.2M2025-Q3
TWO SIGMA INVESTMENTS, LPADD1,745,4352,578,893+47.8%$28.0M2025-Q2
CHARLES SCHWAB INVESTMENT MANAGEMENT INCDOUBLED140,208327,345+133.5%$3.6M2025-Q2
WELLS FARGO & COMPANY/MNDOUBLED29,09373,294+151.9%$796.7K2025-Q2
RENAISSANCE TECHNOLOGIES LLCEXIT1,335,5000-100.0%$0.002025-Q2
CHARLES SCHWAB INVESTMENT MANAGEMENT INCADD109,761140,208+27.7%$1.0M2025-Q1
WELLS FARGO & COMPANY/MNADD21,34429,093+36.3%$216.7K2025-Q1
CITADEL ADVISORS LLCADD2,575,7523,362,400+30.5%$61.1M2024-Q4
UBS Group AGDOUBLED38,5601,837,002+4664.0%$33.4M2024-Q4
RENAISSANCE TECHNOLOGIES LLCADD611,6821,220,800+99.6%$22.2M2024-Q4
MORGAN STANLEYDOUBLED282,664931,994+229.7%$16.9M2024-Q4
WELLS FARGO & COMPANY/MNADD16,45521,344+29.7%$387.6K2024-Q4
MORGAN STANLEYDOUBLED99,651282,664+183.7%$2.3M2024-Q3
CHARLES SCHWAB INVESTMENT MANAGEMENT INCNEW103,791$835.5K2024-Q3
8 unique insiders with 16 transactions. Net insider value: -$19.0M ($0.00 bought, $19.0M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Jun 1, 2026Ghaffarian Kamal SeyedDirectorM141,909$0.00$0.00
Jun 1, 2026Ghaffarian Kamal SeyedDirectorM141,909$0.00$0.00
Jun 1, 2026Ghaffarian Kamal SeyedDirectorSELL84,411$38.50$3.3M
Jun 1, 2026Ghaffarian Kamal SeyedDirectorD141,909$0.00$0.00
May 18, 2026Ghaffarian Kamal SeyedDirectorM141,909$0.00$0.00
May 18, 2026Ghaffarian Kamal SeyedDirectorD141,909$0.00$0.00
May 18, 2026Ghaffarian Kamal SeyedDirectorSELL71,988$33.27$2.4M
May 18, 2026Ghaffarian Kamal SeyedDirectorM141,909$0.00$0.00
May 18, 2026BLITZER MICHAELDirectorJ1,608,000$0.00$0.00
May 4, 2026Ghaffarian Kamal SeyedDirectorM141,909$0.00$0.00
May 4, 2026Ghaffarian Kamal SeyedDirectorSELL92,739$25.00$2.3M
May 4, 2026Ghaffarian Kamal SeyedDirectorM141,909$0.00$0.00
May 4, 2026Ghaffarian Kamal SeyedDirectorD141,909$0.00$0.00
Apr 20, 2026Ghaffarian Kamal SeyedDirectorM141,909$0.00$0.00
Apr 20, 2026Ghaffarian Kamal SeyedDirectorM141,909$0.00$0.00
Apr 20, 2026Ghaffarian Kamal SeyedDirectorD141,909$0.00$0.00
Apr 20, 2026Ghaffarian Kamal SeyedDirectorSELL85,141$27.74$2.4M
Apr 15, 2026Crain Timothy Price IISVP & CTOSELL8,447$23.61$199.4K
Apr 15, 2026Altemus Stephen JChief Executive OfficerSELL13,751$23.61$324.6K
Apr 15, 2026Jones Anna ChiaraSVP, CLO & Corporate SecretarySELL4,911$23.61$115.9K
Apr 15, 2026McGrath PeterSVP and CFOSELL24,554$23.61$579.7K
Apr 8, 2026Johnson Christopher J.See RemarksA21,377$0.00$0.00
Apr 6, 2026Ghaffarian Kamal SeyedDirectorSELL102,945$23.03$2.4M
Apr 6, 2026Ghaffarian Kamal SeyedDirectorM141,909$0.00$0.00
Apr 6, 2026Ghaffarian Kamal SeyedDirectorD141,909$0.00$0.00
Apr 6, 2026Ghaffarian Kamal SeyedDirectorM141,909$0.00$0.00
Mar 24, 2026Ghaffarian Kamal SeyedDirectorM283,818$0.00$0.00
Mar 24, 2026Ghaffarian Kamal SeyedDirectorD283,818$0.00$0.00
Mar 24, 2026Ghaffarian Kamal SeyedDirectorSELL67,589$17.80$1.2M
Mar 24, 2026Ghaffarian Kamal SeyedDirectorM283,818$0.00$0.00
Mar 19, 2026Crain Timothy Price IISVP & Chief Technology OfficerD150,000$0.00$0.00
Mar 19, 2026Crain Timothy Price IISVP & Chief Technology OfficerM150,000$0.00$0.00
Mar 19, 2026Crain Timothy Price IISVP & Chief Technology OfficerM150,000$0.00$0.00
Mar 19, 2026Crain Timothy Price IISVP & Chief Technology OfficerSELL78,100$16.93$1.3M
Feb 13, 2026Altemus Stephen JChief Executive OfficerSELL86,803$16.01$1.4M
Feb 11, 2026McGrath PeterSVP and CFOSELL25,541$17.44$445.3K
Feb 11, 2026Jones Anna ChiaraSee RemarksSELL16,779$17.44$292.6K
Feb 11, 2026Vontur StevenSee RemarksSELL4,343$17.44$75.7K
Feb 11, 2026Crain Timothy Price IISVP & Chief Technology OfficerSELL23,226$17.44$405.0K
Feb 5, 2026Jones Anna ChiaraSee RemarksA43,949$0.00$0.00
Feb 5, 2026Johnson Christopher J.See RemarksA101,420$0.00$0.00
Feb 5, 2026Altemus Stephen JChief Executive OfficerA236,647$0.00$0.00
Feb 5, 2026Vontur StevenSee RemarksA20,284$0.00$0.00
Feb 5, 2026Crain Timothy Price IISVP & Chief Technology OfficerA84,517$0.00$0.00
Feb 5, 2026McGrath PeterSVP and CFOA84,517$0.00$0.00
Current analyst consensus: Strong Buy (81% buy). Based on 16 analysts: 2 strong buy, 11 buy, 2 hold, 1 sell, 0 strong sell.

Analyst Price Targets

$40.78 mean target +38.9% upside Strong Buy (1.56)
$11.00 Low $75.00 High
MetricValue
Current Price$29.36
Target Low$11.00
Target Mean$40.78
Target Median$42.00
Target High$75.00
# Analysts9
RecommendationStrong Buy (1.56)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$-0.09 $-0.12 $-0.04 17.5% -188.9% 0↑ 3↓ $0.2B 341.8% 3
Next Q
2026-09-30
$-0.07 $-0.10 $-0.02 3.5% -3033.2% 0↑ 2↓ $0.3B 388.4% 3
Current FY
2026-12-31
$-0.38 $-0.53 $-0.22 6.5% -417.2% 0↑ 2↓ $0.9B 351.0% 2
Next FY
2027-12-31
$-0.12 $-0.19 $-0.05 68.0% -155.8% 0↑ 1↓ $1.1B 19.4% 2

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$-0.087
7d ago$-0.098+0.011
30d ago$-0.030-0.057
60d ago$-0.030-0.057
90d ago$0.015-0.102
8 analyst firms have rated this stock: 0 upgrades, 1 downgrades, 1 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
May 28, 2026 Roth Capital MAINTAIN Buy Buy
May 19, 2026 Cantor Fitzgerald MAINTAIN Overweight Overweight
May 15, 2026 Canaccord Genuity MAINTAIN Buy Buy
May 15, 2026 B. Riley Securities MAINTAIN Buy Buy
May 15, 2026 Roth Capital MAINTAIN Buy Buy
Apr 29, 2026 Keybanc MAINTAIN Overweight Overweight
Apr 17, 2026 Roth Capital MAINTAIN Buy Buy
Mar 23, 2026 Stifel MAINTAIN Hold Hold
Mar 20, 2026 Deutsche Bank MAINTAIN Buy Buy
Mar 20, 2026 Canaccord Genuity MAINTAIN Buy Buy
Mar 20, 2026 Cantor Fitzgerald MAINTAIN Overweight Overweight
Jan 28, 2026 Keybanc MAINTAIN Overweight Overweight
Jan 12, 2026 Canaccord Genuity MAINTAIN Buy Buy
Jan 9, 2026 Stifel DOWNGRADE Buy Hold
Dec 29, 2025 Clear Street MAINTAIN Buy Buy
Dec 22, 2025 B. Riley Securities MAINTAIN Buy Buy
Dec 19, 2025 Keybanc INITIATE Overweight

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 202621121081%
May 1, 202621121081%
Apr 1, 202621121081%
Mar 1, 202621121081%
Feb 1, 202621121081%
Jan 1, 202631111088%
Strong BuyBuyHoldSellStrong Sell

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

56°
Neutral
Bearish Neutral Bullish
32 mentions 13 bullish 9 bearish 30 time periods

Reddit Sentiment History

DateMentionsSentimentBullishBearishThreads
Jun 4, 2026150° Neutral001
Jun 4, 2026150° Neutral001
Jun 3, 2026352° Neutral003
Jun 3, 2026140° Cool011
Jun 3, 2026140° Cool011
Jun 3, 2026160° Warm101
Jun 3, 2026160° Warm101
Jun 2, 2026160° Warm101
Jun 2, 2026160° Warm101
Jun 1, 2026156° Neutral001
May 31, 2026140° Cool011
May 31, 2026160° Warm101
May 31, 2026160° Warm101
May 30, 2026140° Cool011
May 30, 2026140° Cool011
May 29, 2026160° Warm101
May 29, 2026160° Warm101
May 29, 2026144° Neutral001
May 29, 2026144° Neutral001
May 28, 2026140° Cool011
May 28, 2026140° Cool011
May 28, 2026160° Warm101
May 28, 2026160° Warm101
May 28, 2026150° Neutral001
May 28, 2026150° Neutral001
May 28, 2026160° Warm101
May 28, 2026160° Warm101
May 27, 2026140° Cool011
May 27, 2026140° Cool011
May 27, 2026160° Warm101

Recent Reddit Threads

r/stocks Neutral 3mo ago
Good buy the dip opportunities: Tempus AI & LUNR?
▲ 70 💬 45 ⚡ 4.7
r/wallstreetbets Bullish 8d 20h ago
Thank you WSB, changed my life
▲ 1 💬 1 ⚡ 0.5
r/investing Neutral 4d 13h ago
Which companies am i missing from my "Space" themed investments?
▲ 1 💬 0 ⚡ 0.5
r/wallstreetbets Bullish 1mo ago
SpaceX IPO Exposure
▲ 1 💬 1 ⚡ 0.5
r/stocks Bullish 10d 5h ago
Can someone explain the investment thesis behind space stocks?
▲ 1 💬 0 ⚡ 0.5
r/stocks Bullish 7d 5h ago
$LUNR Intuitive Machines Bullish - i'm in $1000 so far
▲ 1 💬 0 ⚡ 0.5
r/wallstreetbets Bearish 28d 2h ago
Options changed my life pt.5
▲ 1 💬 1 ⚡ 0.5
r/options Bearish 21d 3h ago
Some nice successes...
▲ 1 💬 0 ⚡ 0.5
r/wallstreetbets Neutral 21d 8h ago
LUNR: Newspaper indicates short squeeze - opinions?
▲ 1 💬 2 ⚡ 0.5
r/stocks Neutral 2mo ago
LUNR and PL both report Thursday. What are you expecting?
▲ 1 💬 0 ⚡ 0.5
r/wallstreetbets Neutral 1mo ago
$LUNR - Intuitive Machines Lands NASA Contract Securing Future Space Ventures
▲ 1 💬 1 ⚡ 0.5
r/stocks Bullish 24d 17h ago
LUNR I was just Lucky
▲ 1 💬 1 ⚡ 0.5
r/stocks Neutral 2mo ago
LUNR Going Up
▲ 1 💬 1 ⚡ 0.5
r/wallstreetbets Neutral 7d 7h ago
Space options
▲ 1 💬 0 ⚡ 0.5
r/stocks Bullish 1mo ago
Is RKLB a better buy than LUNR?
▲ 1 💬 0 ⚡ 0.5
r/stocks Neutral 8d 11h ago
Which one of the mid-tier Space stocks do you prefer: PL or LUNR
▲ 1 💬 1 ⚡ 0.5
r/wallstreetbets Neutral 10d 7h ago
RKLB +2,100% - Not Too Shabby / Duh, Rockets Go Up🚀, Right?
▲ 1 💬 0 ⚡ 0.5
r/wallstreetbets Bullish 2mo ago
Options changed my life pt. 4.2
▲ 1 💬 2 ⚡ 0.5
May 29, 2026
short_volume
Short Volume: LUNR — 58.6% short (4.7M / 8.0M)
Short: 4,668,670 | Exempt: 384,408 | TRF Vol: 7,968,942 | Short Ratio: 58.6% | Off-exchange volume (dark pool + OTC)
May 21, 2026
short_volume
Short Volume: LUNR — 62.4% short (2.6M / 4.2M)
Short: 2,598,743 | Exempt: 8,216 | TRF Vol: 4,167,369 | Short Ratio: 62.4% | Off-exchange volume (dark pool + OTC)
May 20, 2026
short_volume
Short Volume: LUNR — 61.6% short (3.2M / 5.2M)
Short: 3,197,512 | Exempt: 8,592 | TRF Vol: 5,189,371 | Short Ratio: 61.6% | Off-exchange volume (dark pool + OTC)
May 19, 2026
short_volume
Short Volume: LUNR — 56.5% short (2.6M / 4.7M)
Short: 2,628,061 | Exempt: 8,427 | TRF Vol: 4,655,367 | Short Ratio: 56.5% | Off-exchange volume (dark pool + OTC)
May 18, 2026
contract
Intuitive Machines Announces Two Prime Lunar Reconnaissance Contracts
Intuitive Machines is announcing 2 prime lunar reconnaissance contracts (LROC and ShadowCam) in support of NASA's Artemis campaign and commercial miss
May 14, 2026
earnings
Intuitive Machines Reports First Quarter 2026 Financial Results; Posts Record Quarterly Revenue, Gross Margin, and Positive Adjusted EBITDA along with Record Quarter-end Backlog of $1.1 Billion
<p align="left">HOUSTON, May 14, 2026 (GLOBE NEWSWIRE) -- Intuitive Machines, Inc. (Nasdaq: LUNR, “Intuitive Machines,” or the “Company”), a leading
May 14, 2026
m_and_a
Intuitive Machines to Acquire Goonhilly Earth Station and COMSAT
Intuitive Machines, Inc. (Nasdaq: LUNR), to acquire Goonhilly Earth Station and COMSAT and increase capacity on Intuitive Machine's space-to-Earth net
May 14, 2026
earnings_calendar
LUNR Q1 2026 Earnings Scheduled — 2026-05-14
May 14, 2026
short_interest
FTD: LUNR — 583,567 shares ($20.8M) failed to deliver
Settlement: 20260514, Price: $35.68, FTD Value: $20,821,670.56, INTUITIVE MACHINES, INC. CL A
May 13, 2026
short_interest
FTD: LUNR — 32,217 shares ($1.0M) failed to deliver
Settlement: 20260513, Price: $32.09, FTD Value: $1,033,843.53, INTUITIVE MACHINES, INC. CL A
May 12, 2026
short_interest
FTD: LUNR — 64,034 shares ($2.1M) failed to deliver
Settlement: 20260512, Price: $32.42, FTD Value: $2,075,982.28, INTUITIVE MACHINES, INC. CL A
May 11, 2026
short_interest
FTD: LUNR — 68,487 shares ($2.0M) failed to deliver
Settlement: 20260511, Price: $28.97, FTD Value: $1,984,068.39, INTUITIVE MACHINES, INC. CL A
May 7, 2026
short_volume
Short Volume: LUNR — 64.2% short (3.0M / 4.7M)
Short: 3,013,346 | Exempt: 47,290 | TRF Vol: 4,691,532 | Short Ratio: 64.2% | Off-exchange volume (dark pool + OTC)
May 7, 2026
short_interest
FTD: LUNR — 37,478 shares ($1.0M) failed to deliver
Settlement: 20260507, Price: $26.33, FTD Value: $986,795.74, INTUITIVE MACHINES, INC. CL A
May 5, 2026
short_volume
Short Volume: LUNR — 57.4% short (3.7M / 6.5M)
Short: 3,708,420 | Exempt: 27,034 | TRF Vol: 6,458,587 | Short Ratio: 57.4% | Off-exchange volume (dark pool + OTC)