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Summary

Intuitive Machines is positioned for robust growth across defense, civil, and commercial space infrastructure, leveraging recent contract wins and strategic acquisitions.

LUNR’s backlog surged nearly 400% to $1.055 billion in Q1 ’26, with 60-65% expected to convert to revenue by eFY26, underpinning strong operational momentum.

Recent acquisitions, including Goonhilly, expand LUNR’s integrated earth-to-orbit communications capabilities, supporting its role in NASA’s Artemis and emerging satellite data center markets.

I recommend LUNR shares with a buy rating and a $38.81 price target, reflecting a 5.86x eFY28 price/sales multiple, despite a modest valuation premium.

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Intuitive Machines ( LUNR ) is gaining strong momentum across defense, civil, and commercial services through its robust portfolio designed to support autonomous operations on the moon, space-to-ground satcom infrastructure, and thermal management and power…