Added to YB: 2025-12-23
Pitch date: 2025-12-20
LUNR [neutral]
Intuitive Machines, Inc.
+128.88%
current return
Author Info
No bio for this author
Company Info
Intuitive Machines, Inc. operates as a space infrastructure and services company in the United States.
Market Cap
$3.7B
Pitch Price
$14.96
Price Target
17.00 (-50%)
Dividend
N/A
EV/EBITDA
-56.51
P/E
-31.53
EV/Sales
20.95
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.
Read full article (1 min)