Go to the list of all blogs
Scott Bell's Avatar
published in Blogs
Nov 02, 2026
TickeronGET DAILY SIGNALS
Intuitive Machines (LUNR): Analyst Targets Point to a $29 Level and +170% Upside

Intuitive Machines (LUNR): Analyst Targets Point to a $29 Level and +170% Upside

Key Takeaways

  • The central $29 target is the arithmetic mean of eight verified analyst price targets, rounded from a calculated average of roughly $28.50.
  • With the stock near $10.67, reaching $29 would require a gain of about 170%, a very large move by almost any standard.
  • The current analyst target range is unusually wide, from a low of $13 to a high of $43, reflecting deep disagreement about execution and valuation.
  • Key supports include NASA contract wins, a growing backlog, and the Lanteris acquisition; key risks include persistent losses, cash burn, and shareholder dilution.
  • Recent analyst actions have been mostly downward revisions, even as most ratings remain Buy or Outperform.
  • For deeper context, review Major News, Today's Price Move, the Forecast, and Earnings pages for this ticker.
  • You can also explore Trending AI Robots to see automated trading strategies currently in focus.

Analyst Price Targets and Consensus View

Intuitive Machines, Inc. (LUNR) is a Houston-based space infrastructure and services company, best known for its Nova-C lunar lander and its work under NASA's CLPS (Commercial Lunar Payload Services) program. Its analyst coverage has been unusually volatile, tracking the stock's rise to a 52-week high near $46.75 in May 2026 and its subsequent slide.

Across eight recent, individually attributable targets, the arithmetic mean works out to about $28.50, which I round to a $29 central target. The range is $13 to $43. Recent examples include Macquarie initiating coverage with an Outperform rating and a $25 target in October 2026; BofA Securities reiterating an Underperform stance with a $13 target in late August; Canaccord Genuity at $39; Cantor Fitzgerald at $32; Stifel at $26 (after an upgrade to Buy); Roth MKM at $30; B. Riley at $43; and Deutsche Bank at $20. The mean is not a published consensus and should not be read as a guarantee. I also checked this using Tickeron’s AI Screener to see how the stock compares to others in the industry.

Current Market Position and Path Toward the Target

The latest verified closing price is roughly $10.67, near the low end of a 52-week range of $7.78 to $46.75. Reaching $29 implies upside of about 170%, which qualifies as a very large move. The company is growing quickly on the top line, with trailing-twelve-month revenue near $490 million, but it remains unprofitable, posting a wider net loss in its most recent quarter alongside negative free cash flow.

The path toward the target would likely require the company to convert its expanding backlog and recent satellite-manufacturing wins into sustained, cash-generating revenue while restoring investor confidence that was dented by a steep drawdown from May's peak.

What Could Support a Move Toward the Target

Several factors underpin the bullish case. Intuitive Machines continues to win work under NASA's lunar program, including a firm-fixed-price CLPS award tied to production of its Nova-C lander. Its early-2026 acquisition of Lanteris Space Systems broadened the company into satellite manufacturing, making it a key supplier for customers such as SiriusXM and a subcontractor on defense programs. Analysts point to a backlog approaching roughly $1 billion and the prospect of a shift toward more recurring, data-driven services. Bullish firms such as Macquarie and Cantor Fitzgerald frame the company as a potential "space prime" with an end-to-end offering from Earth orbit to the Moon.

What Could Prevent the Target From Being Reached

The bearish view is equally grounded. The company has yet to produce profits or positive free cash flow, and its most recent quarterly results missed expectations on both revenue and EPS (earnings per share). Insiders sold more than $150 million of stock in a recent 90-day stretch, a pattern that can weigh on sentiment. BofA's Underperform rating reflects a view that the space industry is consolidating into a "winner-take-most" structure where Intuitive Machines still must prove it can scale and integrate acquisitions without margin erosion. Government funding cycles, NASA award timing, and equity dilution to fund growth are additional headwinds.

Technical Levels and Market Structure

The stock trades well below its 50-day moving average near $13.86 and its 200-day moving average near $19.77, leaving both as potential resistance zones on any recovery. The 52-week high of $46.75 and the 52-week low of $7.78 frame a wide, volatile trading range. A durable support zone sits near the recent lows in the high-$7 to $10 area, while the $19-$20 region represents the first major overhead hurdle before any move toward the upper target range.

Time Horizon and What Investors Should Monitor

Analyst price targets typically reflect a roughly 12-month research horizon, though individual firms vary and do not always disclose a precise date. For Intuitive Machines, the next major catalyst is its third-quarter 2026 earnings report, scheduled for mid-November 2026, which will clarify revenue trajectory, cash burn, and margin progress. Investors should also track new NASA and defense contract awards, backlog updates, the pace of Lanteris integration, any additional capital raises, and further analyst target revisions, which have trended lower in recent months. From what I see, monitoring these elements closely helps put the wide target range in perspective.

Using AI Daily Buy/Sell Signals in Practice

In my own research process, I often rely on Tickeron's AI Daily Buy/Sell Signals to monitor fast-moving names like LUNR. The tool applies artificial intelligence to scan thousands of stocks and ETFs, producing Buy, Sell, or Hold signals based on technical behavior and market conditions. This helps place daily volatility into a broader, data-driven context without replacing manual review of fundamentals and contract news.

Final Assessment

The $29 figure is a rounded average of eight current analyst targets spanning $13 to $43, not a promise of where shares will trade. Against a price near $10.67, it represents a roughly 170% climb, an exceptionally demanding hurdle. The strongest supports are genuine: recurring NASA wins, a large backlog, and a broadened satellite business. The obstacles are equally real: ongoing losses, negative cash flow, dilution, and a sector whose consolidation dynamics could favor better-capitalized rivals. The wide analyst spread signals that this remains a high-risk, high-uncertainty story where execution, contract timing, and capital access will determine whether the target is ever approached.

Disclaimer

The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer.

Disclaimers and Limitations

Related Ticker: LUNR

Contributor

Scott Bell's AvatarScott Bell|Expert

I’m a trader and independent researcher. My interest lies at the intersection of financial markets, algorithms, and capital management. I develop data-driven tools and strategies and study algorithmic approaches to market analysis. I help turn complex market data into clear insights and practical systems. I believe technology should support, not replace, investment thinking


LUNR's RSI Indicator ascends from oversold territory

The RSI Indicator for LUNR moved out of oversold territory on October 27, 2026. This could be a sign that the stock is shifting from a downward trend to an upward trend. Traders may want to buy the stock or call options. The A.I.dvisor looked at 24 similar instances when the indicator left oversold territory. In 22 of the 24 cases the stock moved higher. This puts the odds of a move higher at 90%.

Price Prediction Chart

Technical Analysis (Indicators)

Bullish Trend Analysis

The Moving Average Convergence Divergence (MACD) for LUNR just turned positive on October 28, 2026. Looking at past instances where LUNR's MACD turned positive, the stock continued to rise in 28 of 46 cases over the following month. The odds of a continued upward trend are 61%.

Following a +1.04% 3-day Advance, the price is estimated to grow further. Considering data from situations where LUNR advanced for three days, in 174 of 207 cases, the price rose further within the following month. The odds of a continued upward trend are 84%.

LUNR may jump back above the lower band and head toward the middle band. Traders may consider buying the stock or exploring call options.

Bearish Trend Analysis

The Stochastic Oscillator may be shifting from an upward trend to a downward trend. In 37 of 57 cases where LUNR's Stochastic Oscillator exited the overbought zone, the price fell further within the following month. The odds of a continued downward trend are 65%.

The Momentum Indicator moved below the 0 level on October 30, 2026. You may want to consider selling the stock, shorting the stock, or exploring put options on LUNR as a result. In 57 of 91 cases where the Momentum Indicator fell below 0, the stock fell further within the subsequent month. The odds of a continued downward trend are 63%.

LUNR moved below its 50-day moving average on September 28, 2026 date and that indicates a change from an upward trend to a downward trend.

Following a 3-day decline, the stock is projected to fall further. Considering past instances where LUNR declined for three days, the price rose further in 50 of 62 cases within the following month. The odds of a continued downward trend are 84%.

The Aroon Indicator for LUNR entered a downward trend on October 30, 2026. This could indicate a strong downward move is ahead for the stock. Traders may want to consider selling the stock or buying put options.

Fundamental Analysis (Ratings)

The Tickeron Valuation Rating of 12 (best 1 - 100 worst) indicates that the company is seriously undervalued in the industry. This rating compares market capitalization estimated by our proprietary formula with the current market capitalization. This rating is based on the following metrics, as compared to industry averages: LUNR's P/B Ratio (-5.890) is slightly lower than the industry average of (5.060). P/E Ratio (-11.351) is within average values for comparable stocks, (17.792). Projected Growth (PEG Ratio) (0.000) is also within normal values, averaging (3.110). Dividend Yield (0.000) settles around the average of (0.058) among similar stocks. P/S Ratio (3.940) is also within normal values, averaging (18.367).

The Tickeron PE Growth Rating for this company is 21 (best 1 - 100 worst), pointing to outstanding earnings growth. The PE Growth rating is based on a comparative analysis of stock PE ratio increase over the last 12 months compared against S&P 500 index constituents.

The Tickeron Price Growth Rating for this company is 80 (best 1 - 100 worst), indicating slightly worse than average price growth. LUNR’s price grows at a lower rate over the last 12 months as compared to S&P 500 index constituents.

The Tickeron SMR rating for this company is 100 (best 1 - 100 worst), indicating weak sales and an unprofitable business model. SMR (Sales, Margin, Return on Equity) rating is based on comparative analysis of weighted Sales, Income Margin and Return on Equity values compared against S&P 500 index constituents. The weighted SMR value is a proprietary formula developed by Tickeron and represents an overall profitability measure for a stock.

The Tickeron Profit vs. Risk Rating rating for this company is 100 (best 1 - 100 worst), indicating that the returns do not compensate for the risks. LUNR’s unstable profits reported over time resulted in significant Drawdowns within these last five years. A stable profit reduces stock drawdown and volatility. The average Profit vs. Risk Rating rating for the industry is 78, placing this stock worse than average.

Notable companies

The most notable companies in this group are GE Aerospace (NYSE:GE), Lockheed Martin Corp (NYSE:LMT), Boeing Company (NYSE:BA), Northrop Grumman Corp (NYSE:NOC), Virgin Galactic Holdings (NYSE:SPCE).

Industry description

Aerospace & Defense is one of largest industries in the U.S., mainly comprising the following areas: commercial airliners, military aircraft, missiles, space, and general aviation. Focused heavily on research & development, it is also one of the fastest growing industries. Military aircraft has the largest market share in the industry’s sales, followed by space systems, civil aircraft, and missiles. Aerospace exports, directly and indirectly, support more jobs than the export of any other commodity, according to a study by the U.S. Department of Commerce. Boeing Company, Lockheed Martin Corporation and General Electric Company are some of the most prominent players in this space.

Market Cap

The average market capitalization across the Aerospace & Defense Industry is 37.18B. The market cap for tickers in the group ranges from 4.49 to 1.78T. SPCX holds the highest valuation in this group at 1.78T. The lowest valued company is BDRPF at 4.49.

High and low price notable news

The average weekly price growth across all stocks in the Aerospace & Defense Industry was 3%. For the same Industry, the average monthly price growth was -7%, and the average quarterly price growth was -17%. FBDT experienced the highest price growth at 26%, while VWAV experienced the biggest fall at -28%.

Volume

The average weekly volume growth across all stocks in the Aerospace & Defense Industry was 6%. For the same stocks of the Industry, the average monthly volume growth was -3% and the average quarterly volume growth was 3%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 50
P/E Growth Rating: 54
Price Growth Rating: 65
SMR Rating: 78
Profit Risk Rating: 77
Seasonality Score: -14 (-100 ... +100)
View a ticker or compare two or three
LUNR
Daily Signal:
Gain/Loss:
Interact to see
Advertisement
A.I.Advisor
published price charts
A.I. Advisor
published General Information

General Information

Industry AerospaceDefense

Industry
N/A
Address
13467 Columbia Shuttle Street
Phone
+1 281 520-3703
Employees
525
Web
https://www.intuitivemachines.com
Interact to see
Advertisement
The Bitwise Solana Staking ETF (BSOL) advanced roughly 18% over the trailing 30 days, closely tracking a sharp rally in Solana (SOL). The move extends a broader recovery, with BSOL up approximately 77% over the past three months from its mid-2026 trough.
MSTY is an actively managed single-stock option income ETF (exchange-traded fund) that writes call options on Strategy (MSTR), formerly MicroStrategy, to generate current income. The portfolio is anchored by U.S. Treasury bills and MSTR option contracts rather than a diversified basket of equities, concentrating exposure in one volatile underlying.
AMDL has surged roughly +64% over the past 30 days, from about $47.59 to $78.10, mirroring a powerful rally in its sole underlying stock, AMD . The fund is a leveraged single-stock ETF (exchange-traded fund) designed to deliver 2x the daily return of AMD, amplifying both gains and losses.
TSMX, a 2x daily leveraged single-stock ETF (exchange-traded fund), rose roughly +19% over the trailing 30 days, rebounding sharply from mid-September lows. The fund seeks 200% of the daily return of TSM (Taiwan Semiconductor Manufacturing), meaning its moves are roughly double the underlying stock's daily swings.
Contracted revenue anchor: A roughly $3.2 billion, seven-year LNG (liquefied natural gas) supply agreement with Puerto Rico has received final approval, providing multi-year cash-flow visibility if execution stays on track. Project pipeline inflection: Upcoming milestones include the Barcarena and PortoCem power plants in Brazil, a potential Gás Sul terminal restart, and optimization of the company's modular "Fast LNG" (FLNG) liquefaction fleet.