Seeking Alpha
20 Oct 2026, 07:11 UTC · 1h ago
Space Infrastructure Sentiment Is Weak: Why I Think Intuitive Machines Can Win
Impact · against what's priced in
The article provides no new catalysts for LUNR, as its bull thesis rests entirely on factors the market is currently discounting. The projected backlog conversion and transition to recurring revenue are already explicitly rejected by the current price.
- 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 article reiterates the $1.8B backlog, which the market already accepts as a factual order book, though it remains skeptical of its profitability.
What LUNR's price assumes · Sep 13
