• Clear Street continues to recommend LUNR stock as a “top pick” for 2026.
• Canaccord said the NASA moon base, Andromeda, and Golden Dome will drive expansion in the second half of the year for the company.
• For the first quarter, revenue came in at $186.7 million, and loss per share was $0.25, both falling short of estimates.

Despite reporting a subdued quarter, Wall Street remains largely bullish on the prospects of Intuitive Machines (LUNR) with analysts seeing more upside for the stock from current levels.

At the time of writing, the stock traded down by 3.5% in premarket on Friday.

Analyst Takeaway On LUNR

Clear Street highlighted the company’s first-ever positive adjusted earnings before interest, tax, depreciation, and amortization (EBITDA) during the first quarter (Q1) and continued to recommend the stock as a “top pick” for 2026, according to TheFly.

The firm noted that the $800 million acquisition of Lanteris Systems in January this year has helped the company’s results, significantly de-risked the outlook, and validated its business model. It believes Intuitive Machines will benefit from an accelerating industry focus on the Moon, and that several near-term awards provide upside potential.

The firm maintains a ‘Buy’ rating and has set a new price target of $44, up from $25, implying an upside potential of more than 20% from the stock’s closing price on Thursday.

Canaccord, on the other hand, believes the NASA moon base, Andromeda, and Golden Dome will drive expansion in the second half of the year. The firm maintains a ‘Buy’ rating and raised its price target to $41, up from $24, implying an upside potential of more than 12%.

LUNR Q1 Results At A Glance

For Q1, revenue nearly tripled to $186.7 million but remained below the $205 million consensus estimate polled by Fiscal AI. Loss per share came in at $0.25, wider than the $0.07-per-share expectation.

Intuitive Machines reported $2.7 million of adjusted EBITDA in Q1 and ended the quarter with $1.1 billion in backlog, an $842 million increase from year-end 2025, helped by the Lanteris deal, along with the company’s fifth CLPS task order.

What Retail Thinks About LUNR

On Stocktwits, retail sentiment about LUNR remained ‘extremely bullish' amid ‘extremely high’ message volumes over the last 24 hours.

One user on the platform noted the current decline in shares but remained optimistic, claiming the stock is “on steroids regardless of the market.”

Another user thinks the stock will ‘not dip much more.”

LUNR stock has more than doubled in value so far this year and more than tripled over the past 12 months, outperforming the S&P 500.

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