Intuitive Machines (LUNR) Stock Rockets to New High on NASA Moon Mission Deal

TLDR

• LUNR hit a 52-week high of $23.32, trading up 16.9% on the day
• A $180.4 million NASA contract for the IM-5 lunar South Pole mission is driving investor interest
• Artemis II mission optimism is adding fuel to the rally
• Q4 2025 revenue came in at $44.8M, missing the $53.7M estimate; loss per share was $0.35 vs. $0.07 expected
• Stifel raised its price target to $22 (Hold); Cantor Fitzgerald kept an Overweight rating

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Intuitive Machines (LUNR) surged to a 52-week high on Wednesday, driven by a new NASA contract win and growing excitement around the Artemis II mission. The stock hit $23.32 intraday before pulling back slightly to $23.17, still up 16.9% on the day.

Intuitive Machines, Inc., LUNR

The rally comes on strong trading volume — well above the average of 11.6 million shares per day — pointing to broad market interest in the name.

Over the past year, LUNR is up roughly 144% according to InvestingPro data. Year-to-date, the stock has gained nearly 25%.

The company’s market cap now stands at $4.39 billion.

The NASA Contract

The core catalyst is a $180.4 million task order from NASA under its Commercial Lunar Payload Services (CLPS) program. It’s Intuitive Machines’ fifth task order under the initiative.

The mission, called IM-5, will use the company’s larger Nova-D class lunar lander to deliver science and technology payloads to the lunar South Pole. It will also carry an Australian Space Agency lunar rover and hardware from Honeybee Robotics.

Analysts at Cantor Fitzgerald reiterated an Overweight rating on the stock following the contract announcement.

Stifel raised its price target to $22 but kept a Hold rating, suggesting the stock may already reflect much of the good news.

Analysts also point to Intuitive Machines’ expanding contract backlog and its ongoing role providing communication services for NASA’s Near Space Network as structural positives.

Q4 Results Fell Short

Despite the stock momentum, Intuitive Machines‘ fourth-quarter fiscal 2025 results missed across the board.

Revenue came in at $44.8 million, below the $53.7 million Wall Street expected. Adjusted EBITDA was negative $19.1 million, worse than the expected negative $8.9 million.

The loss per share was $0.35, compared to an estimate of $0.07.

The weak quarter didn’t stop the rally. Investors appear more focused on the contract pipeline than the near-term financials.

InvestingPro’s Fair Value model does flag the stock as potentially overvalued at current levels — worth keeping in mind given the run-up.

The technical sentiment signal is currently rated Buy.

The IM-5 mission adds to an already active slate for Intuitive Machines, which continues to build its footprint as a commercial partner for NASA’s lunar ambitions.

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