The Motley Fool
03 Sept 2026, 09:25 UTC · 4d ago
NewsImpactScreener rates every claim in this story for market impact and maps it to the tickers most exposed.
Analysis by Kasper Rasmussen · Founder & analyst
What the story claims
5 claims · each scored for market impact
Intuitive Machines' order backlog reached $1.8 billion by the end of Q2 2026, nearly double its projected 2026 revenue of $918 million. — A strong backlog provides high revenue visibility and validates long-term demand for the company's services.
+0.60Analysts project adjusted EBITDA to surge from less than $3 million to $79 million between 2026 and 2028. — Rapid EBITDA growth suggests a transition toward profitability, which typically drives significant stock price appreciation.
+0.50Intuitive Machines has secured a manifest of seven missions with NASA, including five lunar surface deliveries and two orbital satellite buses. — Deepening ties with a primary government customer reduces counterparty risk and establishes a moat in the space sector.
+0.40Continue reading
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The company acquired Lanteris and Goonhilly Earth Station to diversify its business into satellite development and deep-space communications. — Diversification reduces reliance on lunar lander success alone and expands the company's total addressable market.
+0.30The first two lunar lander missions (IM-1 and IM-2) both tipped over upon landing, though they successfully transmitted some data. — Technical failures during landing highlight the high execution risk inherent in the company's core business model.
-0.20Which stocks this story touches
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