Price, fundamentals, portfolio context, and research memory.
Data through2026-08-28
Observed price path$15.37
Activity+129.4%
Portfolio contextTracked position
Latest snapshot: 2026-08-28T00:00:00. Position gain/loss: —.
318 trade records · 207 option records · 2024-03-13 → 2026-08-24 moatStrong & Widening
Intuitive Machines is one of only three NASA CLPS (Commercial Lunar Payload Services) providers and the first private company to land a U.S. spacecraft on the Moon. That first-mover status in the cislunar economy is difficult to replicate — competit…
physical / assetsModerate (Rapidly Expanding)
Pre-Lanteris, LUNR is primarily an engineering and mission operations company — its physical assets are landers, ground infrastructure, and Houston facilities. Post-Lanteris, the picture changes dramatically: LUNR inherits satellite manufacturing fa…
sw / hwSW 15 : HW 85
Growth. Lanteris acquisition transforms LUNR into a full-stack lunar prime contractor, unlocking $4.82B Near Space Network and $4.6B Lunar Terrain Vehicle contract opportunities through 2034. Primary assets. Lunar landers (IM-1/IM-2/IM-3), Lanteris…
Research memory430 coverage entries
Append-only ticker entries from the internal coverage database.
SW 15 : HW 85
Growth. Lanteris acquisition transforms LUNR into a full-stack lunar prime contractor, unlocking $4.82B Near Space Network and $4.6B Lunar Terrain Vehicle contract opportunities through 2034. Primary assets. Lunar landers (IM-1/I…
Moderate (Rapidly Expanding)
Pre-Lanteris, LUNR is primarily an engineering and mission operations company — its physical assets are landers, ground infrastructure, and Houston facilities. Post-Lanteris, the picture changes dramatically: LUNR inherits satell…
Strong & Widening
Intuitive Machines is one of only three NASA CLPS (Commercial Lunar Payload Services) providers and the first private company to land a U.S. spacecraft on the Moon. That first-mover status in the cislunar economy is difficult to…
Research archiveMoat and asset notes
Full portfolio moat / asset analysis
Intuitive Machines is one of only three NASA CLPS (Commercial Lunar Payload Services) providers and the first private company to land a U.S. spacecraft on the Moon. That first-mover status in the cislunar economy is difficult to replicate — competitors would need years to match the mission heritage, NASA trust, and institutional knowledge LUNR has built.
Full portfolio moat / asset analysis
The moat is widening through vertical integration. The pending ~$800M acquisition of Lanteris Space Systems (formerly Maxar Space Systems) will give LUNR in-house spacecraft design and manufacturing, adding $630M in annual revenue and $685M in backlog. The KinetX acquisition adds the only NASA-certified deep space navigation capability. Combined, LUNR is be…
Coverage feedLatest entries
manual · sw-hw
Growth. Lanteris acquisition transforms LUNR into a full-stack lunar prime contractor, unlocking $4.82B Near Space Network and $4.6B Lunar Terrain Vehicle contract opportunities through 2034. Primary assets. Lunar landers (IM-1/I…
manual · physical-assets
Pre-Lanteris, LUNR is primarily an engineering and mission operations company — its physical assets are landers, ground infrastructure, and Houston facilities. Post-Lanteris, the picture changes dramatically: LUNR inherits satell…
manual · moat
Intuitive Machines is one of only three NASA CLPS (Commercial Lunar Payload Services) providers and the first private company to land a U.S. spacecraft on the Moon. That first-mover status in the cislunar economy is difficult to…
Trade feedRecent records
Date
Action
Type
Relative size
2026-08-24
EXPIRED
CALL option
0%
2026-08-24
EXPIRED
CALL option
0%
2026-08-17
SELL
CALL option
+11%
2026-08-17
SELL
CALL option
+11%
2026-08-17
BUY
CALL option
+10%
2026-08-17
SELL
CALL option
+16%
2026-08-13
BUY
Equity
+7%
2026-08-13
SELL
CALL option
+2%
2026-08-13
BUY
Equity
+74%
2026-07-24
BUY
Equity
+6%
2026-07-23
BUY
Equity
+14%
2026-07-17
BUY
Equity
+26%
2026-07-17
BUY
Equity
+26%
2026-07-16
BUY
Equity
+26%
2026-07-16
BUY
Equity
+7%
2026-07-16
BUY
Equity
+26%
2026-07-10
BUY
Equity
+98%
2026-07-08
BUY
Equity
+13%
2026-07-08
BUY
Equity
+100%
2026-07-08
BUY
CALL option
+88%
2026-07-06
BUY
Equity
+9%
2026-07-06
BUY
Equity
+10%
2026-07-06
BUY
Equity
+10%
2026-07-06
BUY
Equity
+10%
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