Intuitive Machines (NASDAQ:LUNR) Price Target Cut to $43.00 by Analysts at B. Riley Financial

Intuitive Machines (NASDAQ:LUNR) had its price objective cut by B. Riley Financial from $45.00 to $43.00 in a research note released on Friday,Benzinga reports. They currently have a buy rating on the stock.

Several other equities research analysts have also recently weighed in on the stock. Roth Capital set a $30.00 price objective on shares of Intuitive Machines in a research report on Thursday. Weiss Ratings reissued a “sell (d-)” rating on shares of Intuitive Machines in a report on Friday, July 17th. Canaccord Genuity Group boosted their target price on shares of Intuitive Machines from $24.00 to $41.00 and gave the company a “buy” rating in a research report on Friday, May 15th. Stifel Nicolaus raised shares of Intuitive Machines from a “hold” rating to a “buy” rating and cut their price target for the stock from $32.00 to $26.00 in a report on Friday. Finally, Cantor Fitzgerald reduced their price target on shares of Intuitive Machines from $43.00 to $32.00 and set an “overweight” rating on the stock in a research report on Friday. Eight equities research analysts have rated the stock with a Buy rating, one has issued a Hold rating and two have given a Sell rating to the stock. Based on data from MarketBeat, Intuitive Machines currently has a consensus rating of “Moderate Buy” and an average target price of $30.31.

Intuitive Machines Price Performance

Intuitive Machines stock opened at $19.01 on Friday. The firm has a market cap of $4.13 billion, a PE ratio of -20.01 and a beta of 1.83. The stock’s fifty day moving average price is $18.17 and its two-hundred day moving average price is $21.90. Intuitive Machines has a one year low of $7.78 and a one year high of $46.75.

Intuitive Machines (NASDAQ:LUNR) last released its earnings results on Thursday, August 13th. The company reported ($0.29) earnings per share for the quarter, missing analysts’ consensus estimates of ($0.09) by ($0.20). The firm had revenue of $206.17 million during the quarter, compared to analysts’ expectations of $212.32 million. Sell-side analysts expect that Intuitive Machines will post -0.35 earnings per share for the current fiscal year.

Insiders Place Their Bets

In other Intuitive Machines news, major shareholder International L.P. Advent sold 11,495,514 shares of the business’s stock in a transaction dated Tuesday, July 28th. The stock was sold at an average price of $12.84, for a total transaction of $147,602,399.76. Following the completion of the transaction, the insider owned 11,495,514 shares of the company’s stock, valued at approximately $147,602,399.76. The trade was a 50.00% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, SVP Timothy Price Crain II sold 150,000 shares of the stock in a transaction dated Thursday, June 18th. The stock was sold at an average price of $21.87, for a total transaction of $3,280,500.00. Following the completion of the transaction, the senior vice president directly owned 351,279 shares of the company’s stock, valued at $7,682,471.73. This trade represents a 29.92% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last ninety days, insiders sold 12,546,222 shares of company stock valued at $173,386,975. 54.10% of the stock is owned by corporate insiders.

Institutional Trading of Intuitive Machines

Hedge funds and other institutional investors have recently modified their holdings of the stock. C M Bidwell & Associates Ltd. acquired a new stake in shares of Intuitive Machines during the 2nd quarter valued at $374,000. International Assets Investment Management LLC acquired a new position in Intuitive Machines in the 4th quarter worth about $28,000. State of Wyoming acquired a new position in Intuitive Machines in the 1st quarter worth about $39,000. Larson Financial Group LLC raised its position in Intuitive Machines by 63.2% in the fourth quarter. Larson Financial Group LLC now owns 2,623 shares of the company’s stock valued at $43,000 after purchasing an additional 1,016 shares during the last quarter. Finally, PNC Financial Services Group Inc. raised its position in Intuitive Machines by 34.2% in the first quarter. PNC Financial Services Group Inc. now owns 2,793 shares of the company’s stock valued at $52,000 after purchasing an additional 712 shares during the last quarter. 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: Intuitive Machines reported a record $1.8 billion backlog, including approximately $920 million in second-quarter awards. The backlog spans lunar, satellite, defense and commercial space programs, supporting expectations for future revenue and a shift toward recurring space-infrastructure revenue. LUNR Q2 Earnings Call Highlights Record Backlog and Expansion
• Positive Sentiment: Stifel upgraded LUNR to Buy from Hold, arguing that the backlog and long-term growth opportunity are more important than the quarterly miss. B. Riley maintained a Buy rating, while Cantor Fitzgerald retained an Overweight rating. Intuitive Machines stock jumps 8% as Wall Street backs $1.8B backlog
• Positive Sentiment: Call-option activity was elevated, with traders purchasing 41,940 calls—about 19% above average daily volume—suggesting increased speculative bullish interest in the stock.
• Neutral Sentiment: Analysts lowered their price targets despite maintaining constructive ratings: Stifel cut its target to $26 from $32, Cantor to $32 from $43 and B. Riley to $43 from $45. The revisions reflect near-term execution concerns but still imply substantial potential upside.
• Negative Sentiment: Second-quarter results missed expectations. Revenue rose fourfold year over year to approximately $206.2 million, but fell short of estimates near $216 million, while EPS of negative $0.29 missed the consensus loss estimate of negative $0.09. A $14.7 million charge contributed to the shortfall. Intuitive Machines Reports Second Quarter 2026 Financial Results
• Negative Sentiment: Director Kamal Seyed Ghaffarian sold 267,448 shares worth approximately $4.3 million under a pre-arranged Rule 10b5-1 plan. Although the sale was scheduled, insider selling can weigh on sentiment.

Intuitive Machines Company Profile

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.