Intuitive Machines

LUNR

Market cap $2.78B

The acquisition positions Intuitive Machines to be a vertically integrated next-generation space prime contractor for commercial, civil and national security space initiatives The acquisition positions Intuitive Machines to be a vertically integrated next-generation space prime contractor for commercial, civil and national security space initiatives

MIAMI, Jan. 13, 2026 (GLOBE NEWSWIRE) -- Defiance ETFs today announced the launch of the Defiance Daily Target 2X Long LUNR ETF (LUNL) , expanding its suite of single-stock leveraged ETFs designed for active traders seeking amplified exposure to high-volatility, high-growth equities. The newest addition, LUNL, is designed for traders who seek magnified, short-term bullish exposure to Intuitive Machines, Inc. (Nasdaq: LUNR).

Intuitive Machines is upgraded to Strong Buy with a $21/share target, driven by the Lanteris Space Systems acquisition and potential for Golden Dome program funding. LUNR's acquisition of Lanteris and KinetX positions it as a vertically integrated satellite provider, enhancing its defense and commercial capabilities. The combined entity expects $850mm in revenue and a $920mm backlog, with Lanteris contributing significant cash flow and potential for improved profitability.

Intuitive Machines remains a volatile, high-upside play; I've locked in gains but stay tepidly bullish at current levels. LUNR's acquisition of Lanteris expands its space platform ambitions but brings dilution and near-term balance sheet pressure. Despite capital needs and operational setbacks, I see expectations at rock bottom.

Intuitive Machines CEO Stephen Altemus sold 2,000,000 shares of the company directly for a transaction value of ~$31.5 million across Dec. 19 and Dec. 22, 2025. This disposition represented 12.22% of Altemus's direct holdings, reducing his position from 16,368,615 to 14,368,615 shares.

Greg Pendy explains the role AI plays in companies tied to earth and space sciences, along with offering bull cases for related stocks. In Planet Labs (PL), Greg likes the company's profit roadmap and proven earth mapping technology.

Shares of Inutuive Machines have soared over the past month. In addition to lunar operations, Intuitive Machines is expanding into the defense industry.

Profit-taking quashed a mini-rally for space stocks. They were flying higher in recent days because of a political development.

Intuitive Machines stock has surged 50% in the last week. The company continues to build a strong backlog and win new projects. Expertise and execution make LUNR stock a long-term buy.

Intuitive Machines, Inc. is Buy-rated, with significant upside tied to the $800M Lanteris Space Systems acquisition and defense sector tailwinds expected in 2026. LUNR's pro-forma annual revenue is projected to exceed $850M, with backlog expanding to $920M and a robust $622M cash balance supporting liquidity. Valuation is stretched at 7.3x TTM price-to-sales, but integration synergies and Lanteris' higher-margin contracts could drive breakeven EBITDA within three years.