24/7 Wall Street
26 Oct 2026, 18:51 UTC · 1h ago
Intuitive Machines Just Dropped 30% in a Month. Is It Time to Sell?
Impact · against what's priced in
The news is largely neutral for LUNR and RKLB as the market is already discounting the financial risks and growth hurdles identified in the article. LUNR's revenue growth and diversification are already baked into the current price, while its negative equity and cash burn are known risks that the market has already reacted to via the 30% price drop.
- LUNR+0.00
Already priced in
- The price assumes
The current revenue run-rate of roughly $186 million per quarter
The reported Q2 revenue of $206.2 million supports the current price's assumption of a high revenue run-rate and the $900M-$1B annual guidance.
What LUNR's price assumes · Sep 13
