NASA Picks Lunar Rover Winners – Intuitive Machines Tumbles, Firefly Soars
NASA picks Moon mission winners; some stocks rise, others fall, as plans advance to build a Moon base and send humans by 2028.
NASA picks Moon mission winners; some stocks rise, others fall, as plans advance to build a Moon base and send humans by 2028.
Cantor raises Intuitive Machines target on strong growth, lunar contracts, Space Force deal, and rising space sector momentum.
Intuitive Machines nearly tripled Q1 revenue to a record $186.7M but missed Wall Street estimates. It posted its first positive Adjusted EBITDA and a huge $1.1B backlog.
Intuitive Machines secures $180.4 million NASA CLPS contract to deliver Australian Roo-Ver rover, Honeybee Robotics tech & 7 science payloads to the Moon’s South Pole on IM-5 mission.
NASA shifts focus from Lunar Gateway to a Moon surface base. Intuitive Machines shares fall over 13% as the agency accelerates plans for sustained lunar presence.
Intuitive Machines shares fell after Q4 2025 revenue of $44.8M missed estimates. Strong 2026 outlook of $900M–$1B revenue, $943M backlog & $800M Lanteris acquisition fuel long-term growth.