Seeking Alpha
07 Nov 2026, 13:45 UTC · 48m ago
Intuitive Machines: Backlog Is Surging While The Stock Sinks, Buy Into Q3
Impact · against what's priced in
The article offers no meaningful catalyst for LUNR, as the $1.8B backlog and dilution risks are already accounted for in the current price. The projected shift to positive EBITDA in Q4 2026 simply reinforces the bull case that the market is currently discounting.
- LUNR+0.00
Already priced in
- The price assumes
The existing contracted backlog of $1.1 to $1.8 billion as a factual order book
The reported $1.8B backlog is already a factual part of the order book that the market acknowledges, offering no new upside.
What LUNR's price assumes · Sep 13
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