Intuitive Machines, Inc.
Intuitive Machines (LUNR) reported Q2 2026 results and said it is shifting from lunar delivery to integrated space infrastructure. Management cited 4x+ YoY revenue growth from satellite manufacturing, CLPS missions and NSNS. It reaffirmed full-year revenue guidance of $900M to $1B and expects positive adjusted EBITDA, with FCF improving in H2.
Intuitive Machines (LUNR) shares rose 8.3% to $19.01 after Q2 results. The company reported Q2 revenue of $206.2m, gross profit of $36m, and a net loss of $46.6m, with adjusted EBITDA loss of $14m. Management reaffirmed 2026 revenue guidance of $900m to $1.0b and expects positive adjusted EBITDA, citing a $1.8b backlog.
Intuitive Machines (LUNR) shares rose about 8% to $18.99 after analysts shifted focus from a Q2 earnings miss to a nearly $1.8B backlog, up about $707M QoQ, including a $600M satellite contract. Stifel upgraded to Buy, cutting its target to $26. Other firms kept constructive views, adjusting targets while citing reaffirmed FY2026 guidance.
Over the past 7 days, alphai's AI scored 46 news stories mentioning LUNR (Intuitive Machines, Inc.). Coverage has skewed bullish: 19 bullish, 11 neutral, and 16 bearish.
Recent LUNR coverage spans market movers, financial news and earnings.
In the last 30 days, LUNR insiders filed 6 SEC Form 4 transactions — no purchases and 6 sales ($152.6M). The most active reporter was Ghaffarian Kamal Seyed with 5 filings. 83% of those filings were made under pre-arranged Rule 10b5-1 plans.
Guidance reaffirmation plus booking acceleration expectations can support near-term sentiment, but revenue timing risk remains the key swing factor.
Near-term sentiment is supported by backlog momentum and gross profit improvement, but the widening net loss and cash burn keep execution and dilution risk elevated.
The catalyst is a sentiment shift from the Q2 miss to backlog growth, reinforced by multiple analyst target changes and guidance reaffirmation.
The article frames a near-term momentum surge driven by backlog and defense-related contract wins, but highlights ongoing losses and negative free cash flow.
The upgrade and improving 2027 outlook are the immediate catalyst, partially offsetting the negative Q2 miss.
alphai scores every news story that mentions LUNR with an AI model for sentiment and relevance, and aggregates insider trades from Intuitive Machines, Inc.'s SEC EDGAR Form 4 filings. Figures refresh continuously.
Intuitive Machines (LUNR) reported Q2 2026 results and said it is shifting from lunar delivery to integrated space infrastructure. Management cited 4x+ YoY revenue growth from satellite manufacturing, CLPS missions and NSNS. It reaffirmed full-year revenue guidance of $900M to $1B and expects positive adjusted EBITDA, with FCF improving in H2.
7 min readIntuitive Machines (LUNR) shares rose 8.3% to $19.01 after Q2 results. The company reported Q2 revenue of $206.2m, gross profit of $36m, and a net loss of $46.6m, with adjusted EBITDA loss of $14m. Management reaffirmed 2026 revenue guidance of $900m to $1.0b and expects positive adjusted EBITDA, citing a $1.8b backlog.
6 min readIntuitive Machines (LUNR) shares rose about 8% to $18.99 after analysts shifted focus from a Q2 earnings miss to a nearly $1.8B backlog, up about $707M QoQ, including a $600M satellite contract. Stifel upgraded to Buy, cutting its target to $26. Other firms kept constructive views, adjusting targets while citing reaffirmed FY2026 guidance.
4 min readIntuitive Machines (NASDAQ: LUNR) shares rose about 7.8% after a lunar mission milestone. The article cites Q2 2026 revenue near $206M, EPS of -$0.29, free cash flow around -$81M, and a record $1.8B contracted backlog. It also highlights a Space Development Agency deal via L3Harris to deliver 18 IM-1300 spacecraft platforms and 2026 revenue guidance of $900M to $1B.
6 min readIntuitive Machines (LUNR) rose about 8.7% after Stifel upgraded the company to Buy from Hold and set a $26 price target. The upgrade came despite a larger-than-expected Q2 loss. Stifel cited an improving 2027 outlook, describing it as “substantially improving.”
1 min readMidday movers included Cisco (shares down 2% after HSBC cut its rating to Hold and price target to $120), Applied Materials (down 5% after Q2 adjusted EPS $3.50 on $9.12B revenue), Reddit (up 12% on S&P 500 inclusion Aug. 18), and Sandisk (up 6% after JPMorgan upgraded to Overweight). Other moves cited upgrades, tariffs, and guidance changes.
7 min readIntuitive Machines (LUNR) shares rose about 10.5% in Friday trading after the company reported Q2 results. Q2 revenue was about $206.2M and net loss was $0.29 per share, both below Wall Street expectations. Intuitive Machines reaffirmed full-year revenue of $900M to $1B, expects positive adjusted EBITDA, and said its lunar satellite constellation will be deployed by 2028.
3 min readIntuitive Machines (LUNR) rose about 10% to around $19 after reporting Q2 2026 revenue of $206.2M below consensus and a wider GAAP loss, but backlog reached about $1.8B. Stifel upgraded LUNR to Buy, with a lowered price target to $26. Virgin Galactic (SPCE) gained ~10% after a delayed launch, while Rocket Lab (RKLB) and AST SpaceMobile (ASTS) rose ~1%.
4 min readAnalyst notes on Friday included KeyBanc reiterating Apple as underweight, citing iPhone 17 carrier survey data slightly positive but with iPhone 18 price uncertainty. Bernstein upgraded Wayfair to Outperform, raising its PT to $125. Morgan Stanley reiterated Nvidia as overweight. Other calls covered Fox, Intuitive Machines, Cinemark, SanDisk, Energy Fuels, Digital Realty, SpaceX, Dell, Micron, and T-Mobile.
6 min readBroker note roundup lists multiple US equity rating changes. AEHR initiated Buy at Jefferies with PT $175. LUNR upgraded to Buy at Stifel with PT $26. DLR upgraded to Buy at HSBC, PT $240. Fox upgraded to Overweight at Wells Fargo (PT $80) and JPMorgan (PT $82). Cisco downgraded to Hold at HSBC, PT $120.
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