Intuitive Machines (NASDAQ:LUNR) Price Target Raised to $24.00

Intuitive Machines (NASDAQ:LUNR) had its target price upped by Canaccord Genuity Group from $22.50 to $24.00 in a research report sent to investors on Friday,Benzinga reports. The brokerage currently has a buy rating on the stock.

Several other research analysts also recently weighed in on the stock. Cantor Fitzgerald boosted their target price on shares of Intuitive Machines from $16.00 to $26.00 and gave the company an “overweight” rating in a research note on Friday. B. Riley Financial reaffirmed a “buy” rating on shares of Intuitive Machines in a research note on Tuesday, February 17th. Roth Mkm reissued a “buy” rating on shares of Intuitive Machines in a research report on Wednesday, February 25th. Zacks Research raised shares of Intuitive Machines from a “strong sell” rating to a “hold” rating in a research note on Thursday, November 20th. Finally, Stifel Nicolaus set a $20.00 target price on shares of Intuitive Machines and gave the stock a “hold” rating in a research report on Friday, January 9th. Nine equities research analysts have rated the stock with a Buy rating, three have given a Hold rating and two have given a Sell rating to the stock. Based on data from MarketBeat.com, Intuitive Machines currently has a consensus rating of “Moderate Buy” and a consensus price target of $19.35.

Intuitive Machines Stock Performance

Shares of NASDAQ:LUNR opened at $17.83 on Friday. The business’s fifty day moving average price is $18.40 and its two-hundred day moving average price is $14.03. The stock has a market cap of $3.21 billion, a PE ratio of -24.09 and a beta of 1.40. Intuitive Machines has a one year low of $6.14 and a one year high of $23.32.

Intuitive Machines (NASDAQ:LUNR) last released its quarterly earnings results on Thursday, March 19th. The company reported ($0.04) earnings per share for the quarter, topping analysts’ consensus estimates of ($0.05) by $0.01. The company had revenue of $44.79 million during the quarter, compared to analyst estimates of $53.37 million. As a group, equities research analysts predict that Intuitive Machines will post 0.73 earnings per share for the current fiscal year.

Insider Transactions at Intuitive Machines

In related news, insider Steven Vontur sold 4,343 shares of the stock in a transaction on Wednesday, February 11th. The stock was sold at an average price of $17.44, for a total value of $75,741.92. Following the transaction, the insider directly owned 117,047 shares of the company’s stock, valued at approximately $2,041,299.68. This trade represents a 3.58% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, CFO Peter Mcgrath sold 25,541 shares of Intuitive Machines stock in a transaction on Wednesday, February 11th. The shares were sold at an average price of $17.44, for a total value of $445,435.04. Following the completion of the transaction, the chief financial officer owned 425,800 shares in the company, valued at $7,425,952. The trade was a 5.66% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders have sold 1,339,913 shares of company stock valued at $25,391,250. Corporate insiders own 39.75% of the company’s stock.

Institutional Trading of Intuitive Machines

A number of institutional investors have recently modified their holdings of the company. Citigroup Inc. raised its holdings in Intuitive Machines by 627.6% in the third quarter. Citigroup Inc. now owns 1,048,106 shares of the company’s stock valued at $11,026,000 after buying an additional 904,065 shares during the period. LBP AM SA grew its stake in Intuitive Machines by 87.2% during the third quarter. LBP AM SA now owns 256,417 shares of the company’s stock worth $2,698,000 after buying an additional 119,419 shares during the period. Sumitomo Mitsui Trust Group Inc. grew its stake in Intuitive Machines by 36.4% during the third quarter. Sumitomo Mitsui Trust Group Inc. now owns 486,752 shares of the company’s stock worth $5,121,000 after buying an additional 129,896 shares during the period. Vanguard Group Inc. increased its position in shares of Intuitive Machines by 13.3% in the third quarter. Vanguard Group Inc. now owns 6,090,059 shares of the company’s stock worth $64,067,000 after acquiring an additional 717,256 shares in the last quarter. Finally, ARK Investment Management LLC increased its position in shares of Intuitive Machines by 78.9% in the third quarter. ARK Investment Management LLC now owns 2,073,233 shares of the company’s stock worth $21,810,000 after acquiring an additional 914,458 shares in the last quarter. Hedge funds and other institutional investors own 72.21% of the company’s stock.

Key Stories Impacting Intuitive Machines

Here are the key news stories impacting Intuitive Machines this week:

• Positive Sentiment: Company issued strong FY2026 revenue guidance ($900M–$1B) and says ~two‑thirds of that outlook is backed by backlog — a major growth catalyst if execution holds. Intuitive Machines Holds Ground Despite Earnings Miss
• Positive Sentiment: Several analysts raised price targets and ratings after the print (examples include Deutsche Bank, Canaccord and Cantor Fitzgerald upgrades), giving the stock notable upside from current levels and signaling increased sell‑side conviction. Analysts Increase Forecasts After Q4 Results
• Neutral Sentiment: Technicals show consolidation near the 50‑day SMA with a Bollinger Band squeeze — that implies an impending volatility move but not its direction; a breakout above the 50‑day would be constructive. Technical Notes and Consolidation
• Negative Sentiment: Q4 results missed expectations: a larger loss per share and revenue below estimates — the shortfall triggered near‑term selling pressure and raises scrutiny on near‑term execution. Q4 Loss, Misses Revenue Estimates
• Negative Sentiment: Liquidity and cash‑flow concerns after 2025 acquisitions (Lanteris, KinetX) — cash on hand fell >50% year‑over‑year and the Lanteris purchase required substantial outflows, increasing execution and refinancing risk. Press Release / 2025 Results
• Negative Sentiment: High short interest (>27%) and recent intraday drops (reports of ~9% fall after the print) add downside pressure and increase volatility risk for holders. Under Pressure After Q4 Miss

About Intuitive Machines

Intuitive Machines is a Houston, Texas–based aerospace company specializing in commercial lunar exploration and services. The firm develops end-to-end solutions for robotic missions to the Moon, providing spacecraft design, mission management, navigation, communications, and data services under NASA’s Commercial Lunar Payload Services (CLPS) program.

Founded in 2013 by aerospace engineers Steve Altemus, Tim Crain and Kris Kimel, Intuitive Machines has grown from a small startup into one of the leading private entities pursuing lunar surface deliveries.