Added to YB: 2025-12-23
Pitch date: 2025-12-20
LUNR [neutral]
Intuitive Machines, Inc.
+21.59%
current return
Author Info
No bio for this author
Company Info
Intuitive Machines, Inc. designs, manufactures, and operates space products and services in the United States.
Market Cap
$2.6B
Pitch Price
$14.96
Price Target
17.00 (-7%)
Dividend
N/A
EV/EBITDA
-50.05
P/E
-11.98
EV/Sales
13.51
Sector
Aerospace and Defense
Category
growth
Space Technology Investment Opportunities Beyond SpaceX - Pure-Play Space Companies: Intuitive Machines, Inc.
LUNR (quick overview): Lunar mission co acquiring Lanteris for $800M ($450M cash, $350M stock) adding satellite manufacturing & defense apps. KeyBanc prefers for NASA LTV contract. 30% revenue CAGR thru 2026 to ~$1B, 5x fwd sales, debt-free. 20% dilution risk from funding. Down 70% post IM-2 failure creates value opp, $17 target by late 2026 at FCF breakeven.
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