Company coverage
Research snapshot 2026-08-31
Research activity
LUNR 318 trade records · 207 option records · 2024-03-13 → 2026-08-24Moat
Strong & WideningIntuitive Machines is one of only three NASA CLPS (Commercial Lunar Payload Services) providers and the first private company to land a U.S. spacecraft on the Moon. That first-mover status in the cislunar economy is difficult to replicate — competit…
Physical assets
Moderate (Rapidly Expanding)Pre-Lanteris, LUNR is primarily an engineering and mission operations company — its physical assets are landers, ground infrastructure, and Houston facilities. Post-Lanteris, the picture changes dramatically: LUNR inherits satellite manufacturing fa…
Software / hardware
Software15%
Hardware85%
Growth. Lanteris acquisition transforms LUNR into a full-stack lunar prime contractor, unlocking $4.82B Near Space Network and $4.6B Lunar Terrain Vehicle contract opportunities through 2034. Primary assets. Lunar landers (IM-1/IM-2/IM-3), Lanteris…
- manual · sw-hw
Growth. Lanteris acquisition transforms LUNR into a full-stack lunar prime contractor, unlocking $4.82B Near Space Network and $4.6B Lunar Terrain Vehicle contract opportunities through 2034. Primary assets. Lunar landers (IM-1/I…
- manual · physical-assets
Pre-Lanteris, LUNR is primarily an engineering and mission operations company — its physical assets are landers, ground infrastructure, and Houston facilities. Post-Lanteris, the picture changes dramatically: LUNR inherits satell…
- manual · moat
Intuitive Machines is one of only three NASA CLPS (Commercial Lunar Payload Services) providers and the first private company to land a U.S. spacecraft on the Moon. That first-mover status in the cislunar economy is difficult to…
| Date | Action | Type | Relative size |
|---|---|---|---|
| 2026-08-24 | EXPIRED | CALL option | 0% |
| 2026-08-24 | EXPIRED | CALL option | 0% |
| 2026-08-17 | SELL | CALL option | +11% |
| 2026-08-17 | SELL | CALL option | +11% |
| 2026-08-17 | BUY | CALL option | +10% |
| 2026-08-17 | SELL | CALL option | +16% |
| 2026-08-13 | BUY | Equity | +7% |
| 2026-08-13 | SELL | CALL option | +2% |
| 2026-08-13 | BUY | Equity | +74% |
| 2026-07-24 | BUY | Equity | +6% |
| 2026-07-23 | BUY | Equity | +14% |
| 2026-07-17 | BUY | Equity | +26% |
| 2026-07-17 | BUY | Equity | +26% |
| 2026-07-16 | BUY | Equity | +26% |
| 2026-07-16 | BUY | Equity | +7% |
| 2026-07-16 | BUY | Equity | +26% |
| 2026-07-10 | BUY | Equity | +98% |
| 2026-07-08 | BUY | Equity | +13% |
| 2026-07-08 | BUY | Equity | +100% |
| 2026-07-08 | BUY | CALL option | +88% |
| 2026-07-06 | BUY | Equity | +9% |
| 2026-07-06 | BUY | Equity | +10% |
| 2026-07-06 | BUY | Equity | +10% |
| 2026-07-06 | BUY | Equity | +10% |
Notes
Full portfolio moat / asset analysis
Intuitive Machines is one of only three NASA CLPS (Commercial Lunar Payload Services) providers and the first private company to land a U.S. spacecraft on the Moon. That first-mover status in the cislunar economy is difficult to replicate — competitors would need years to match the mission heritage, NASA trust, and institutional knowledge LUNR has built.
Full portfolio moat / asset analysis
The moat is widening through vertical integration. The pending ~$800M acquisition of Lanteris Space Systems (formerly Maxar Space Systems) will give LUNR in-house spacecraft design and manufacturing, adding $630M in annual revenue and $685M in backlog. The KinetX acquisition adds the only NASA-certified deep space navigation capability. Combined, LUNR is be…
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