Business overview
Intuitive Machines is an American space exploration and technology company focused on delivering lunar surface services. The firm designs, manufactures, and operates autonomous spacecraft for delivery of payloads to the Moon for both commercial and government customers.
Valuation
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Update log
| Date | News | Impact |
|---|---|---|
| 9/10/2026 | Yahoo Finance | |
| 9/8/2026 | Ghaffarian Kamal Seyed (Dir, 10%) — Sell -$1,483,832 Insider Form 4 | S - Sale+OE transaction of -96,304 shares at $15.41 |
| 9/8/2026 | Yahoo Finance | |
| 9/5/2026 | Yahoo Finance | |
| 9/4/2026 | Yahoo Finance | |
| 9/3/2026 | Yahoo Finance | |
| 9/3/2026 | Yahoo Finance | |
| 9/3/2026 | Yahoo Finance | |
| 9/2/2026 | Yahoo Finance | |
| 9/2/2026 | Timing score declines following expiration of near-term catalysts AI review | The 13-point drop in the timing score is primarily driven by the 'Catalysts' pillar dropping to zero, as several major contract and earnings events have passed. While the company secured a new order for IM 300 platforms, the completion of the Q2 earnings cycle and the recent defense win removes the immediate horizon of high-impact news flow. The conviction score remains stable, reflecting strong financial backing despite recent insider selling activity. |
| 9/1/2026 | Yahoo Finance | |
| 8/28/2026 | Yahoo Finance | |
| 8/27/2026 | Vontur Steven (See Remarks) — Sell -$49,197 Insider Form 4 | S - Sale transaction of -3,050 shares at $16.13 |
| 8/26/2026 | Yahoo Finance | |
| 8/24/2026 | Ghaffarian Kamal Seyed (Dir, 10%) — Sell -$2,394,506 Insider Form 4 | S - Sale+OE transaction of -141,909 shares at $16.87 |
| 8/22/2026 | Yahoo Finance | |
| 8/21/2026 | Yahoo Finance | |
| 8/20/2026 | Yahoo Finance | |
| 8/19/2026 | Yahoo Finance | |
| 8/18/2026 | Yahoo Finance | |
| 8/17/2026 | Yahoo Finance | |
| 8/17/2026 | Stifel upgraded Intuitive Machines to Buy from Hold, noting that the space-infrastructure company may be starting to deliver on its potential. | |
| 8/17/2026 | Why Intuitive Machines Stock Popped Today Yahoo Finance | Yahoo Finance |
| 8/17/2026 | Yahoo Finance | |
| 8/17/2026 | Yahoo Finance | |
| 8/15/2026 | Yahoo Finance | |
| 8/15/2026 | Intuitive Machines has been selected as a supplier for L3Harris Technologies’ Accelerated Missile Defense Tranche 3 mission, providing 18 spacecraft platforms for missile defense. | |
| 8/14/2026 | Yahoo Finance | |
| 8/14/2026 | Why Intuitive Machines Stock Is Soaring Today Yahoo Finance | Yahoo Finance |
| 8/14/2026 | Yahoo Finance | |
| 8/14/2026 | Yahoo Finance | |
| 8/14/2026 | SpaceNews | |
| 8/14/2026 | Yahoo Finance | |
| 8/14/2026 | Yahoo Finance | |
| 8/14/2026 | Event outcome: Confirmed event_outcome | Earnings announcement — Intuitive Machines, Inc. released its second quarter 2026 financial results on August 13, 2026, as scheduled. The company reported quarterly revenue of $206.2 million and a net loss of $46.4 million, missing analyst expectations for both revenue and earnings per share. |
| 8/14/2026 | Event outcome: Confirmed event_outcome | Intuitive Machines, Inc. — quarterly earnings release — Intuitive Machines, Inc. released its second quarter 2026 financial results on August 13, 2026, as scheduled. The company reported record quarterly revenue of $206.2 million and a record backlog of $1.8 billion, though it missed analyst expectations for earnings per share and revenue. |
| 8/13/2026 | EX-32.2 — Period: 2026-06-30 | |
| 8/13/2026 | 10-Q — Period: 2026-06-30 | |
| 8/13/2026 | EX-32.1 — Period: 2026-06-30 | |
| 8/13/2026 | Yahoo Finance | |
| 8/13/2026 | Intuitive Machines reported second-quarter earnings that missed market expectations, impacting space sector stocks. | |
| 8/13/2026 | Intuitive Machines saw a 20% increase in its stock price last week, with market analysis suggesting the stock remains undervalued. | |
| 8/13/2026 | Why Intuitive Machines Stock Dropped Today Yahoo Finance | Intuitive Machines stock declined due to concerns regarding the company's profitability despite significant sales growth. |
| 8/13/2026 | Intuitive Machines shares fell by 9% following a second-quarter financial report that missed revenue and earnings forecasts. | |
| 8/13/2026 | Intuitive Machines reported $206.2 million in second-quarter revenue, failing to meet Wall Street estimates of $221.1 million. | |
| 8/13/2026 | EX-99.1 — Results of operations released · Financial statements and exhibits | |
| 8/13/2026 | 8-K — Results of operations released · Financial statements and exhibits | |
| 8/13/2026 | Intuitive Machines Q2 Earnings Call Highlights Yahoo Finance | Intuitive Machines reported second-quarter revenue of $206 million, reflecting growth in its satellite manufacturing, lunar services, and national security operations. |
| 8/12/2026 | Intuitive Machines is heading into its quarterly earnings report with high investor interest and strong options trading activity. | |
| 8/12/2026 | Investors are weighing the company's surging sales estimates and strong demand for space services against execution risks ahead of its Q2 earnings report. | |
| 8/10/2026 | Ghaffarian Kamal Seyed (Dir, 10%) — Sell -$4,325,193 Insider Form 4 | S - Sale+OE transaction of -267,448 shares at $16.17 |
| 8/9/2026 | Yahoo Finance | |
| 8/7/2026 | Yahoo Finance | |
| 8/6/2026 | Rating revision: Rating 1 → Rating 2 AI review | While Intuitive Machines remains a leader in lunar logistics, the anticipation of negative earnings growth suggests potential short-term volatility in their financial performance. Downgrading the rating from 1 to 2 reflects a more conservative stance regarding their immediate path to sustained profitability. Given the high capital expenditure requirements mentioned in the structural risks, the company needs to demonstrate improved fiscal management to regain a top-tier rating. |
| 8/6/2026 | Yahoo Finance | |
| 8/4/2026 | Rating revision: Rating 2 → Rating 1 AI review | The acquisition of 18 defense-focused spacecraft orders marks a significant transition from experimental lunar logistics to stable, long-term government defense contracting. This move substantially lowers the company's operational risk profile and provides consistent revenue streams that warrant upgrading the rating to 1. The integration of ground station infrastructure further solidifies its value proposition as a comprehensive service provider. |
| 8/4/2026 | Yahoo Finance | |
| 8/4/2026 | Yahoo Finance | |
| 8/4/2026 | Yahoo Finance | |
| 8/4/2026 | Yahoo Finance | |
| 8/3/2026 | Rating revision: Rating 3 → Rating 2 AI review | The acquisition of Goonhilly Earth Station and COMSAT significantly strengthens the company's vertical integration by providing essential deep space communication infrastructure. This move reduces dependency on third-party ground networks and improves the reliability of their lunar service offerings. Consequently, the improved operational capability and strategic asset ownership justify an upgrade in the company's rating. |
| 8/3/2026 | EX-99.1 — Entry into a material agreement · Regulation FD disclosure · Other material events · Financial statements and exhibits | |
| 8/3/2026 | Yahoo Finance | |
| 8/3/2026 | 8-K — Entry into a material agreement · Regulation FD disclosure · Other material events · Financial statements and exhibits | |
| 8/3/2026 | Rating revision: Rating 4 → Rating 3 AI review | The company has demonstrated increased operational activity and relevance in the space sector, warranting an upgrade from rating 4 to rating 3. While significant insider selling and high valuation concerns persist, the ongoing delivery of lunar services and sustained government interest justify a more speculative but improved outlook. |
| 7/31/2026 | Yahoo Finance | |
| 7/28/2026 | Advent International, L.P. (10%) — Sell -$147,602,400 Insider Form 4 | S - Sale transaction of -11,495,514 shares at $12.84 |
| 7/28/2026 | Intuitive Machines, Inc. announced the release date for its second quarter 2026 financial results to be held on August 13, 2026. | |
| 7/27/2026 | Ghaffarian Kamal Seyed (Dir, 10%) — Sell -$624,404 Insider Form 4 | S - Sale+OE transaction of -47,303 shares at $13.20 |
| 7/26/2026 | The article analyzes the stock performance and valuation of Intuitive Machines, noting a 50.8% return over the past three years. | |
| 7/13/2026 | Ghaffarian Kamal Seyed (Dir, 10%) — Sell -$1,735,654 Insider Form 4 | S - Sale+OE transaction of -110,976 shares at $15.64 |
| 6/29/2026 | Ghaffarian Kamal Seyed (Dir, 10%) — Sell -$2,898,895 Insider Form 4 | S - Sale+OE transaction of -141,909 shares at $20.43 |
| 6/18/2026 | Crain Timothy Price II (SVP, CTO) — Sell -$3,280,615 Insider Form 4 | S - Sale+OE transaction of -150,000 shares at $21.87 |
| 1/13/2026 | 8-K — Entry into a material agreement · Completed acquisition or disposition · Material new financial obligation · Unregistered sale of securities · Regulation FD disclosure · Financial statements and exhibits | |
| 11/13/2023 | 10-Q — Period: 2023-09-30 | |
| 8/14/2023 | 10-Q — Period: 2023-06-30 | |
| 5/15/2023 | 10-Q — Period: 2023-03-31 | |
| 2/15/2023 | AMENDMENT NO. 1 TO FORM 8-K — Entry into a material agreement · Completed acquisition or disposition · Unregistered sale of securities · Change to security holder rights · Change in auditor · Change of control · Officer / director departure or appointment · Amendments to bylaws · Item 5.06 · Financial statements and exhibits | |
| 6/5/2020 | TECHNICAL ENGINEERING SUPPORT FOR THE CCDC, AVIATION AND MISSILE CENTER (AVMC), SOFTWARE, SIMULATION, SYSTEMS ENGINEERING, AND INTEGRATION (S3I) DIRECTORATE. THIS TASK ORDER PROVIDES SUPPORT TO THE SOFTWARE MISSION ASSURANCE ASSOCIATE AREA. | |
| 10/17/2017 | TECHNICAL SUPPORT FOR PROTOTYPE INTEGRATION FACILITY | |
| 3/6/2013 | BASE OPTION - TECHNICAL SERVICE | |
| 12/12/2011 | BASE AWARD | |
| 8/26/2010 | PROFESSIONAL SERVICES |