NASA picked Intuitive Machines for a $10 billion lunar project, boosting its shares by about 15%.

Nov 9, 2026, 11:41 AM ETDealRead the original at Benzinga

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Intuitive Machines' selection adds chances to win NASA work, but the $10 billion ceiling is shared across awardees. Its $1.8 billion backlog and repeated sales forecast support growth, though analysts expect a 12-cent-per-share loss versus 6 cents a year earlier.

LUNR · Intuitive Machines, Inc.

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The AI's read

The selection gives Intuitive Machines more chances to compete for NASA work, but the shared ceiling does not promise the company a set amount of sales. Its $1.8 billion backlog and repeated full-year sales forecast support its business. Analysts still expect a 12-cent-per-share loss, compared with 6 cents a year earlier, but the added chance to win NASA work makes the story favorable overall.

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