LUNR Stock Hits 52-Week High Ahead Of Q1 Earnings This Week — Retail Says SpaceX IPO Will Fuel A Rally In Intuitive Machines Shares

• Intuitive Machines is all set to report its Q1 results on May 14, 2026, before the opening bell.
• According to TheFly, analysts at Roth Capital hiked their price target for LUNR stock to $35 from $25, while keeping a ‘Buy’ rating.
• The firm believes Intuitive Machines is well-positioned to benefit from rising lunar spending and an increasing cadence of NASA Moon missions.

Shares of Intuitive Machines Inc. (LUNR) soared nearly 12% to hit a new 52-week high on Monday ahead of the company’s first-quarter earnings slated for later this week.

LUNR was among the top trending tickers on Stocktwits at the time of writing.

LUNR’s Q1 Earnings Ahead

Intuitive Machines is all set to report its first-quarter (Q1) results on May 14, 2026, before the opening bell.

Wall Street estimates the company’s revenue will more than triple year-on-year to $205 million, while it expects the space startup to report a loss of $0.07 per share, according to Fiscal.ai data.

Intuitive Machines reported a loss of $0.09 per share during the same period a year ago, while its revenue stood at $62.52 million.

What Are Retail Traders Expecting From LUNR?

Retail sentiment on Stocktwits around Intuitive Machines trended in the ‘bullish’ territory, with message volumes at ‘high’ levels at the time of writing.

One user thinks the LUNR stock could surge up to 200% once SpaceX debuts on the stock market.

Another bullish user thinks that Intuitive Machines’ stock has entered the real bull run.

According to a Reuters report, SpaceX is targeting a $1.75 trillion valuation in its IPO, with the company expected to host a roadshow in June this year.

Where Do Wall Street Analysts See LUNR Stock Going?

According to TheFly, analysts at Roth Capital hiked their price target for LUNR stock to $35 from $25, while keeping a ‘Buy’ rating. The firm believes Intuitive Machines is well-positioned to benefit from rising lunar spending and an increasing cadence of NASA Moon missions.

Roth Capital also said the company’s recent Lanteris acquisition should support growth, synergies, and expansion beyond civil and lunar programs into broader national security offerings.

Analysts at KeyBanc hiked their price target for LUNR to $27 from $26 while keeping an ‘Overweight’ rating. The firm expects favorable macro conditions to continue through 2026, supporting strong growth and potential valuation upside over time.

According to Koyfin data, seven of the nine analysts covering LUNR rate the stock a ‘Buy,’ while one analyst has a ‘Hold’ rating and another recommends ‘Sell.’

LUNR Bags $180M NASA Contract

Intuitive Machines announced in March this year that it had been awarded a $180.4 million contract by NASA.

The company stated that the contract includes the delivery of seven science and technology payloads. This includes a lunar rover from the Australian Space Agency and technologies from Blue Origin’s Honeybee Robotics to the Lunar South Pole Region.

The award marks Intuitive Machines’ fifth NASA CLPS task order and its first using the larger Nova-D lunar lander to deliver payloads and operate autonomously on the Moon.

During the same month, Intuitive Machines said its subsidiary, Lanteris Space Systems, was selected by L3Harris Technologies to help develop spacecraft platforms for the Space Development Agency’s Tranche 3 Tracking Layer program.

Under the agreement, the company stated that it will develop and deliver 18 spacecraft platforms to support next-generation space-based missile-tracking capabilities.

What Does LUNR Do?

Intuitive Machines is a space infrastructure company that develops spacecraft, communications networks, and infrastructure services for commercial, civil, and national security customers.

The company has built more than 300 spacecraft and delivered over 260 kilograms of payloads to the Moon so far.

LUNR stock is up 99% year-to-date and 249% over the past 12 months. The Procure Space ETF (UFO) is up 145% over the past 12 months, while the S&P Aerospace & Defense ETF (XAR) is up 52%.

The ARK Autonomous Technology & Robotics ETF (ARKQ) is up 88% during this period, while the ARK Space & Defense Innovation ETF (ARKX) is up 81%.

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