Intuitive Machines looks like a good opportunity after a 73% drop in two months brought its valuation within reach. The selloff looks like space stocks broadly being sold to make room for the big June IPO rather than anything company-specific. Since its IPO, the stock has twice run up and then fallen about 76%, each time finding support at the prior run's base, and it has now found support at that level again. Anything can happen. x.com 

Artemis should be a huge driver of Intuitive Machines' growth over the next five years, and at a $2B market cap it feels like early Rocket Lab at $2B. Per Stifel, which upgraded it to Buy, backlog jumped $707M to $1.76B on a 4.5x book-to-bill, led by a $600M+ commercial GEO satellite award. Q2 revenue rose 310% to $206M, and FY26 guidance of $900M-$1B with positive EBITDA was reaffirmed. x.com 

Rocket Lab, AST SpaceMobile and Intuitive Machines are priced as if they had already colonized the solar system, so they look headed one way once the hype rally ends. Together they carry an $82 billion market cap on $883 million of revenue and no profits, while burning cash heavily. Reusable rockets are a cost-reduction story rather than a giant leap. Their long-term potential may be real, but that future is 20-30 years out and does not justify today's valuations. x.com  x.com  x.com  x.com  x.com  … Show more

Intuitive Machines is very cheap for its growth prospects, with 2027 revenue set to exceed $1 billion, closer to $1.1 billion. It should start breaking even in 2026 and be slightly profitable in 2027, a massive improvement from 2025. Investors now see an unprofitable, cash-hungry company, but once that changes, the window to buy it this cheaply will start to close. x.com 

Intuitive Machines is a home-run pick backed by in-depth research shared with subscribers just over a week earlier. x.com 

Intuitive Machines could very likely reach a $10B market cap within three to five years if its Near Space Network succeeds. Much depends on the Near Space Network and its lunar build. x.com 

Intuitive Machines is one of the fastest-growing pure plays in space, with revenue expected to rise 6.5x from $210M in 2025 to $1.4B by 2028. Its chart is also attractive, showing a big consolidation base near all-time highs. x.com  x.com 

Intuitive Machines is becoming the FedEx of the Moon, a lunar infrastructure company quietly turning into a defense contractor. NASA awarded it $180.4 million to deliver seven payloads to the lunar South Pole by 2030, and its $800 million Lanteris deal shifts the mix to about 40% commercial, 40% civil and 20% national security. It guides to $900 million-$1 billion of 2026 revenue, nearly 5x 2025, two-thirds already contracted. At over $5 billion, it will be volatile as the SpaceX IPO looms. … Show more

Intuitive Machines could lead a big space-sector breakout if the sector gets a strong close, and its 35% insider ownership alongside a 30%+ short position is an interesting combination. Space stocks are erupting again, and Intuitive Machines started moving the same week the S&P 500 last closed near the top of its range, March 9. A strong S&P 500 close with the space move intact would be pretty constructive. x.com  x.com  x.com  x.com 

Intuitive Machines is shifting from one-time lunar deliveries to high-margin recurring revenue, which matters more than the near-term pressure from capital rotating into SpaceX's IPO. Its Q1 backlog hit a record $1.1B, giving high visibility on 2026 revenue guidance of $900M-$1B. Its NASA Near Space Network work could make lunar missions pay to use its relay network, and the Goonhilly deal adds 44+ deep-space antennas. Short interest at 26.5% of float could fuel a squeeze on contract wins. x.com