Zacks Investment Research
12 Nov 2026, 14:46 UTC · 1h ago
Intuitive Machines, Inc. (LUNR) Reports Q3 Loss, Beats Revenue Estimates
Impact · against what's priced in
The Q3 beat on revenue and earnings is marginally positive but does not fundamentally shift the valuation, as the market continues to discount the company's long-term profitability and contract conversion. The revenue growth confirms the current run-rate but does not yet prove the high-margin conversion the market is currently rejecting.
- LUNR+0.10
Already priced in
- The price assumes
The current revenue run-rate of roughly $186 million per quarter
Q3 revenue of $269.35 million exceeds the previously assumed quarterly run-rate of $186 million, providing a positive update to top-line delivery, though it does not yet address the margin quality the market currently declines.
What LUNR's price assumes · Sep 13
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