Intuitive Machines Stock Up 15% Despite NASA LTV Setback, PT Raised to $75
LUNR•LUNR stock is on track for its best month this year after rebounding 15% when NASA excluded the firm from the first phase of its Lunar Terrain Vehicle program. Roth Capital raised its price target to $75 from $50, implying 85% upside and reiterated its Buy rating.
1. NASA LTV Exclusion and Stock Impact
NASA’s selection of rival firms for the initial Lunar Terrain Vehicle program sidelined Intuitive Machines, triggering an 8% sell-off before investors refocused on its broader pipeline and drove a 15% rebound in LUNR shares the following session.
2. Analyst Price Target Uplift
Roth Capital increased its price target on Intuitive Machines to $75 from $50, representing an 85% upside, and maintained a Buy rating, citing sustained agency investment in lunar exploration despite the recent program setback.
3. Future Lunar Exploration Pipeline
Intuitive Machines remains positioned for upcoming NASA contracts—including landers, rovers and lunar infrastructure under the Artemis initiative—leveraging its existing lander and rover development expertise to pursue multiple service opportunities.
