Share price$11.18
1D-2.5%
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Intuitive Machines, Inc. Class A LUNR
INDUSTRIALS · AEROSPACE & DEFENSEOptions history
Table
| Date | IV |
|---|---|
| 127.19% | |
| 140.53% | |
| 127.78% | |
| 130.78% | |
| 126.48% | |
| 134.96% | |
| 142.20% | |
| 147.55% | |
| 108.65% | |
| 91.74% | |
| 95.99% | |
| 96.16% | |
| 96.97% | |
| 94.78% | |
| 91.01% | |
| 93.13% | |
| 92.83% | |
| 89.58% | |
| 88.41% | |
| 82.85% | |
| 82.84% | |
| 81.84% | |
| 76.38% | |
| 80.44% | |
| 75.21% | |
| 86.32% | |
| 85.45% | |
| 84.72% | |
| 78.86% | |
| 83.90% | |
| 85.64% | |
| 89.29% | |
| 82.58% | |
| 79.29% | |
| 82.62% | |
| 84.95% | |
| 81.90% | |
| 87.14% | |
| 78.27% | |
| 85.13% | |
| 83.01% | |
| 82.93% | |
| 84.56% | |
| 76.25% | |
| 77.36% | |
| 83.34% | |
| 76.79% | |
| 79.47% | |
| 74.48% | |
| 80.26% | |
| 80.10% | |
| 91.80% | |
| 91.16% | |
| 89.79% | |
| 87.33% | |
| 91.15% | |
| 90.75% | |
| 93.92% | |
| 93.81% | |
| 92.05% | |
| 94.02% | |
| 114.21% | |
| 99.92% |
Company coverage
Moat
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…
| Action | Type | Relative size |
|---|---|---|
| EXPIRED | CALL option | 0% |
| EXPIRED | CALL option | 0% |
| SELL | CALL option | +11% |
| SELL | CALL option | +11% |
| BUY | CALL option | +10% |
| SELL | CALL option | +16% |
| BUY | Equity | +7% |
| SELL | CALL option | +2% |
| BUY | Equity | +74% |
| BUY | Equity | +6% |
| BUY | Equity | +14% |
| BUY | Equity | +26% |
| BUY | Equity | +26% |
| BUY | Equity | +26% |
| BUY | Equity | +7% |
| BUY | Equity | +26% |
| BUY | Equity | +98% |
| BUY | Equity | +13% |
| BUY | Equity | +100% |
| BUY | CALL option | +88% |
| BUY | Equity | +9% |
| BUY | Equity | +10% |
| BUY | Equity | +10% |
| 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…