LUNR · Intuitive Machines, Inc.
AI read · Good for LUNR
The AI's read
LUNR reported $206 million in Q2 revenue and a $1.8 billion backlog, and it reconfirmed $900M-$1B guidance with expected positive adjusted EBITDA. That is real growth and a runway for recurring infrastructure revenue. Stock barely moved, down 0.36%, and RSI ~56, so the market hasn't clearly priced this in. The numbers and guidance look new and not simply rehashed. We lean bullish because guidance, backlog, and margin improvement point to upside with limited immediate enthusiasm from the market. Conviction 84% given clean earnings, neutral price action, and a bullish macro backdrop.