<- Go home

Added to YB: 2026-06-25

Pitch date: 2026-06-22

LUNR [bullish]

Intuitive Machines, Inc.

Author Info

Outlier Capital is where I share my highest-conviction ideas, portfolio updates, and investment research. Sign up for the newsletter.

Company Info

Intuitive Machines, Inc. operates as a space infrastructure and services company in the United States.

Market Cap

$3.4B

Pitch Price

N/A

Price Target

210.00 (+799%)

Dividend

N/A

EV/EBITDA

-64.91

P/E

-23.94

EV/Sales

13.91

Sector

Aerospace and Defense

Category

growth

Show full summary:
Intuitive Machines ($LUNR): A Credible Path to 10x in Lunar Infrastructure

LUNR: First US commercial Moon landing (IM-1). ~$5B cap; SpaceX IPO dip + $500M ATM overhang = entry point. Record $1.1B backlog supports $900M-1B 2026 rev guide. Q1'26 rev $186.7M (~3x YoY), adj EBITDA +$2.7M but GAAP loss $(37.5)M, FCF $(64.6)M. Lanteris (natsec) + Goonhilly (comms) M&A. 5-10x in 5-7yrs.

Read full article (7 min)