Why Intuitive Machines Stock Popped Today

Key Points Stifel analyst Jonathan Siegmann raised his price target on Intuitive Machines stock to $22 today. Revenue at the space company will be lumpy. 10 stocks we like better than Intuitive Machines › Intuitive Machines (NASDAQ: LUNR) stock got hit hard last week after reporting a big loss for Q4 2024 . Shares of the space company lost nearly 6% Friday. Today, however, they're winning back all those losses and more -- up 10.2% through 10:30 a.m. ET. You can thank investment banker Stifel for that. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » Image source: Getty Images. Stifel loves Intuitive Machines Intuitive Machines was expected to lose only $0.06 per share last quarter, but lost $0.33 instead, as revenue slumped 18%. Free cash flow for all of 2025 was negative $56 million. But no matter, says Stifel analyst Jonathan Siegmann. This stock is going to $22 within a year. Why? Intuitive Machines' revenue stream is subject to project timing and government delays, says Siegmann, which can make revenues lumpy. Investors should anticipate big sales misses at the space company -- but also big sales beats from time to time. How to invest in Intuitive Machines stock Rather than focus on quarterly results, Siegman suggests it's better to focus on the big picture with Intuitive Machines -- and 2026 is shaping up to be a good year, with management forecasting a big jump in revenue to $900 million or even $1 billion. At the midpoint, this implies revenue much better than the $907 million analysts were expecting. Is the number realistic? Well, a lot depends on progress with the big $4.8 billion Near Space Network contract that NASA awarded Intuitive Machines back in 2024. It's unclear how much of that revenue Intuitive Machines has collected already -- and how much more remains to be won. What we do know is that the contract runs through 2034 and is on top of any revenue Intuitive might gain from sending landers to the moon. Opportunities abound , but expect lumpiness to continue. Should you buy stock in Intuitive Machines right now? Before you buy stock in Intuitive Machines, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Intuitive Machines wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $495,179 !* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,058,743 !* Now, it’s worth noting Stock Advisor’s total average return is 898 % — a market-crushing outperformance compared to 183% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor , and join an investing community built by individual investors for individual investors. See the 10 stocks » *Stock Advisor returns as of March 23, 2026. Rich Smith has positions in Intuitive Machines. The Motley Fool has positions in and recommends Intuitive Machines. The Motley Fool has a disclosure policy .

Stifel analyst Jonathan Siegmann raised his price target on Intuitive Machines stock to $22 today.

Intuitive Machines (NASDAQ: LUNR) stock got hit hard last week after reporting a big loss for Q4 2024 . Shares of the space company lost nearly 6% Friday. Today, however, they're winning back all those losses and more -- up 10.2% through 10:30 a.m. ET.

Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue »

Intuitive Machines was expected to lose only $0.06 per share last quarter, but lost $0.33 instead, as revenue slumped 18%. Free cash flow for all of 2025 was negative $56 million. But no matter, says Stifel analyst Jonathan Siegmann. This stock is going to $22 within a year.

Intuitive Machines' revenue stream is subject to project timing and government delays, says Siegmann, which can make revenues lumpy. Investors should anticipate big sales misses at the space company -- but also big sales beats from time to time.

Rather than focus on quarterly results, Siegman suggests it's better to focus on the big picture with Intuitive Machines -- and 2026 is shaping up to be a good year, with management forecasting a big jump in revenue to $900 million or even $1 billion. At the midpoint, this implies revenue much better than the $907 million analysts were expecting.

Well, a lot depends on progress with the big $4.8 billion Near Space Network contract that NASA awarded Intuitive Machines back in 2024. It's unclear how much of that revenue Intuitive Machines has collected already -- and how much more remains to be won. What we do know is that the contract runs through 2034 and is on top of any revenue Intuitive might gain from sending landers to the moon.