Get the Weekly Intelligence Brief — top committee picks every Sunday.
LUNR · NASDAQ · STOCK

Intuitive Machines (LUNR) Stock Analysis

Industrials Updated September 17, 2026
$13.87
52W $7.78 – $46.75
49/100
$2.21B
-14.8
1.85
AI Committee Verdict
Watch
49/100
Conviction: Contested · 40% agreement · 5 analysts
+4.3%
-18.6%
0.23:1
Contested

Is LUNR Bullish or Bearish?

Mixed. Innellis AI committee rates Intuitive Machines, Inc. (LUNR) Watch with a composite score of 49/100 , based on 5 analysts with 40% agreement. Last updated September 17, 2026.

What Would Change This View

Upgrade to Buy
Requires a committee score of 60.0 — +10.75 from today. Applies on the first day at or above the line; upgrades are never dampened.
Downgrade to Reduce
Requires the score to fall below 40.0 — -9.25 from today. The band boundary is 45.0, but a one-step downgrade must clear a further margin first. A score oscillating around the line should not change the rating every night.

Executive Summary

The committee is genuinely divided. News Analyst sees a compelling case — news sentiment is positive (+0.33 across 22 articles, 14d). Technical Analyst remains cautious — price structure making lower highs and lower lows. This disagreement is itself the signal — the setup is not clean in either direction.

Bull & Bear Case

Bull Case
  • Revenue growing 116.9% YoY -- genuine top-line momentum — Growth
  • News sentiment is positive (+0.33 across 22 articles, 14d) — News
Bear Case
  • 5 consecutive earnings misses -- execution concerns — Growth
  • Growth rate is decelerating quarter over quarter -- the trend line matters more than the level — Growth
  • Price structure making lower highs and lower lows — Technical
  • RSI at 29 is in oversold territory (could mean either capitulation or a bounce setup) — Technical
  • MACD histogram negative -- bearish momentum — Technical
  • Trend and market structure agree -- coherent bearish picture — Technical
Both cases are generated from quantitative data signals, not qualitative or forward-looking judgement. They summarise what the numbers say today.
Price History (6M)

AI Investment Committee

Committee Consensus As of September 17, 2026
Overall Committee Score
49/100
Agreement
40%
Analysts
5
Conviction
Contested
Sector Rank
Top 93%
of 227 Industrials peers
Growth Analyst neutral
47 / 100 · High confidence
Moderate growth -- present but not remarkable
+ Revenue growing 116.9% YoY -- genuine top-line momentum
− 5 consecutive earnings misses -- execution concerns
Technical Analyst bearish
31 / 100 · High confidence
Price action is deteriorating -- trend and/or momentum are working against this name
− Price structure making lower highs and lower lows
Risk Analyst bearish
35 / 100 · Low confidence
Elevated risk from leverage, volatility, event exposure, or portfolio concentration -- size accordingly
− Bollinger bandwidth of 40.3% signals elevated volatility
Macro Analyst bullish
65 / 100 · Low confidence
Macro backdrop is supportive of risk assets generally, and this name's beta works in its favor
News Analyst bullish
68 / 100 · Low confidence
News flow and recent filings/analyst actions are net positive
+ News sentiment is positive (+0.33 across 22 articles, 14d)
Portfolio Manager neutral
45 / 100 · High confidence
Portfolio-level factors are mixed -- worth a deliberate sizing decision, not a default-size position
+ Portfolio position concentration is currently healthy
− Sector concentration is already high (HHI 2514.55)
Open Full Terminal →

Investment Thesis Evolution

Committee score moved marginally from 49.2 to 49.2.

Comparing 2026-09-16 to 2026-09-17 (1 day apart).

Technical Analysis

RSI (14)
29.0
Oversold
MACD Histogram
-0.190
Bearish Momentum
Trend Direction
Downtrend
Weekly: Uptrend
Market Structure
Lh Ll
Support
$11.29
Resistance
$14.47
Bollinger %B
0.19
Inside Bands
Price vs Moving Averages
EMA 9
$14.63 Below
EMA 21
$15.31 Below
EMA 50
$16.83 Below
EMA 200
$18.72 Below

Fundamental Analysis

Valuation
100
Growth
11
Profitability
18
Financial Health
86
Cash Flow
15
Valuation
P/E Ratio -14.8×
P/B Ratio -7.93×
PEG Ratio -0.27
Dividend Yield 0.00%
52W High $46.75
52W Low $7.78
Quality & Growth
ROE 1113.0%
ROA -1100.1%
Gross Margin 2726.5%
Operating Margin -2751.4%
Revenue Growth YoY
Debt / Equity -1.51
AI Fundamental Assessment
P/E ratio of -14.8 (inexpensive relative to a 15-40x range); Price-to-book of -7.9x; PEG ratio of -0.3 (under 1.0 suggests growth is undervalued relative to price); Return on equity of 11.1%; Return on assets of -11.0%; Net margin of -26.7%; Gross margin of 27.3%; Current ratio of 1.66 (healthy short-term liquidity); Debt-to-equity of -1.51; Free cash flow per share is negative (-1.17); Most recent quarter missed estimates by 192.6%; 5 consecutive earnings misses; EPS growth decelerating (-8.7% -> -16.0% QoQ); Average YoY EPS growth of -31.8%; Analyst estimates falling over recent quarters
Get the Full LUNR Analysis
Interactive charts · Live committee votes · Trade plan · Paper trading · AI Q&A
Open in Terminal →
Weekly Intelligence Brief
Get the committee's top-scored stocks every Sunday.
Free · No spam · Unsubscribe anytime