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3 Drone Defense Stocks With Revenue Growth Up To 44%
Simply Wall St.1d agoneutral
3 Drone Defense Stocks With Revenue Growth Up To 44%

Drone strikes on Saudi Arabia’s key pipeline showed how cheap unmanned aircraft can rattle critical infrastructure and energy markets almost overnight. That kind of wake up call puts a premium on companies that help detect and neutralise hostile drones, especially those with strong balance sheets and sizeable cash reserves. This article breaks down three financially solid drone defense stocks from our screener that fit that profile. The three stocks below are just a starting sample from this...

Intuitive Machines (LUNR) Rockets Higher as Analyst Bets on 100% Upside
Insider Monkey2d agoneutral
Intuitive Machines (LUNR) Rockets Higher as Analyst Bets on 100% Upside

Intuitive Machines (NASDAQ:LUNR) climbed by 12.93 percent on Monday to close at $15.72 apiece, after an investment firm reiterated its bullish stance on the stock, alongside a price target with an upside potential of more than 100 percent. In a market note on the same day, Cantor Fitzgerald reiterated its overweight rating and $32 price […]

Is Intuitive Machines (LUNR) Cheap As SiriusXM Satellite Handover Tests Its Valuation?
Simply Wall St.8d agoneutral
Is Intuitive Machines (LUNR) Cheap As SiriusXM Satellite Handover Tests Its Valuation?

Intuitive Machines stock reacts to new satellite handover milestone Intuitive Machines (LUNR) has handed over the SXM-11 satellite to SiriusXM after successful in-orbit testing, putting a new geostationary communications asset into full service for its long-standing customer. The spacecraft, launched on a Falcon 9 rocket in June 2026 and built on the IM 1300 platform, extends a 13-satellite track record with SiriusXM that investors may watch as one marker of commercial contract...

Intuitive Machines (LUNR) Stock Looks Above Fair Value As Its 239% Run Continues
Simply Wall St.8d agoneutral
Intuitive Machines (LUNR) Stock Looks Above Fair Value As Its 239% Run Continues

Intuitive Machines has given shareholders a wild ride, and the recent share price swings now put a sharper spotlight on one basic question for you as an investor. Does the current US$13.87 price tag still line up with what the business is delivering in sales, or has the stock moved ahead of the revenue story that supports it? Over the past 3 years the stock has returned about 239%, which raises the stakes on whether the revenue base can shoulder the kind of expectations now baked into...

Management Reiterates Optimistic FY26 Guidance for Intuitive Machines (LUNR)
Insider Monkey19d agoneutral
Management Reiterates Optimistic FY26 Guidance for Intuitive Machines (LUNR)

On August 18, Austin Moeller from Canaccord Genuity reiterated his Buy rating for Intuitive Machines (NASDAQ:LUNR). Despite cutting his price target from $41 to $39, his estimates result in almost 165% upside potential as of September 1 closing. Moeller’s stance is based on the company’s second quarter announcement on August 13. The management reiterated its […]

Why Intuitive Machines (LUNR) Is Down 7.8% After Landing New IM 300 Spacecraft Contract - And What's Next
Simply Wall St.21d agoneutral
Why Intuitive Machines (LUNR) Is Down 7.8% After Landing New IM 300 Spacecraft Contract - And What's Next

In September 2026, Intuitive Machines, Inc. announced it had won a contract to build two IM 300 series spacecraft platforms for a new, undisclosed customer, expanding use of its modular, higher‑power satellite buses produced at its high‑volume Palo Alto facility. The award highlights how Intuitive Machines’ serial production infrastructure and qualified supplier base allow it to take on new orders without disrupting existing mission schedules, underscoring the scalability of its IM 300...

Intuitive Machines (LUNR) Could Be 36% Undervalued Following Its New IM 300 Contract
Simply Wall St.22d agoneutral
Intuitive Machines (LUNR) Could Be 36% Undervalued Following Its New IM 300 Contract

Intuitive Machines (LUNR) recently announced a contract to build two IM 300 series spacecraft platforms for a new, undisclosed customer, opening an additional market segment for its configurable satellite platforms. The new IM 300 contract lands after a sharp 56.5% decline in the 90 day share price return and a 17.7% decline year to date. However, the 30 day share price return of 19.3% and a 1 year total shareholder return of 69% suggest rebuilding but volatile momentum for Intuitive...

Intuitive Machines (LUNR) Stock May Be Fully Priced Following New Space Contracts
Simply Wall St.22d agoneutral
Intuitive Machines (LUNR) Stock May Be Fully Priced Following New Space Contracts

Intuitive Machines stock has delivered a very strong 3 year gain, yet the broader valuation checks currently flag the shares as expensive rather than a clear bargain. With expectations reset after recent news on major government related contracts, the question now is how much of that story is already reflected in the price. The stock is up 196.8% over 3 years, which means anyone considering Intuitive Machines today is coming to a story that has already rewarded investors who were in...

Intuitive Machines (LUNR) Hits Record $1.8B Backlog as Spending Scales Up
Insider Monkey34d agoneutral
Intuitive Machines (LUNR) Hits Record $1.8B Backlog as Spending Scales Up

On August 20, Intuitive Machines (NASDAQ:LUNR) reported second-quarter revenue of $206 million, more than four times what it brought in a year earlier, and closed the quarter with a record $1.8 billion in backlog. The company reaffirmed its full-year guidance of $900 million to $1 billion in revenue and said it still expects positive adjusted […]

Could L3Harris Technologies (LHX)’a Stability Outweigh Intuitive Machines. (LUNR)’s Explosive Growth?
Insider Monkey35d agoneutral
Could L3Harris Technologies (LHX)’a Stability Outweigh Intuitive Machines. (LUNR)’s Explosive Growth?

On August 4, when Intuitive Machines, Inc. (NASDAQ:LUNR) was selected by L3Harris Technologies, Inc. (NYSE:LHX) to build 18 advanced spacecraft platforms for the Space Development Agency’s Accelerated Missile Defense Tranche 3 (AMDT3) mission, it highlighted a growing trend in aerospace: large defense primes partnering with agile commercial space firms to build missile tracking infrastructure. Under […]

Why Intuitive Machines (LUNR) Is Up 17.2% After Winning US$600 Million-Plus Satellite Deal
Simply Wall St.36d agoneutral
Why Intuitive Machines (LUNR) Is Up 17.2% After Winning US$600 Million-Plus Satellite Deal

In August 2026, Intuitive Machines, Inc. announced it had received authorization to begin work on a multi-satellite communications infrastructure program expected to exceed US$600 million, while also being selected by NASA’s Jet Propulsion Laboratory to provide its IM 300 spacecraft platform and mission services for the EAGLE-VSWIR Earth observation mission targeted for launch in 2028. Together with second-quarter 2026 revenue of US$206.17 million and a growing portfolio spanning civil,...