# Intuitive Machines

Type: Company (LUNR)

Source: Space & Defense Intelligence Brief — https://getspacebrief.com/entity/intuitive-machines
Canonical HTML page: https://getspacebrief.com/entity/intuitive-machines

## Timeline

- **2026-08-18**: NASA releases LRO crater imagery — NASA and KASA publish before-and-after imagery from the Lunar Reconnaissance Orbiter after six days of orbital alignment and additional processing.
- **2026-08-05**: Falcon 9 upper stage impacts the Moon — The wayward upper stage strikes the lunar surface, creating a fresh 60-foot-wide crater.
- **2026-Q3**: IM-2 Launch Target — Scheduled launch of the PRIME-1 drill to the lunar South Pole aboard a SpaceX Falcon 9.
- **2026-06-18**: Stock Tumbles 6.5% as Retail Fades — Shares fall to $178.50, shedding over $150B in value; net retail purchases drop to $9.1M from $300M+.
- **2026-06-17**: Valuation Surges Above $2 Trillion — Post-IPO rally pushes market cap to record levels, making Elon Musk the world's first trillionaire.
- **2026-06-15**: SpaceX Makes Historic Nasdaq Debut — Shares begin trading at $135 in the largest IPO ever, attracting massive retail and institutional attention.
- **2025-03-19**: FY 2025 Earnings — Company reports record revenue and backlog, signaling a shift to infrastructure services.
- **2025-01-15**: Falcon 9 launches with two commercial lunar landers — SpaceX launches a Falcon 9 carrying two commercial lunar landers. The first stage returns to Earth, while the upper stage continues toward the Moon.
- **2024-09-17**: NSNS Contract Award — NASA selects LUNR for the $4.8 billion Near Space Network Services contract.
- **2024-02-22**: IM-1 Odysseus Landing — First private spacecraft to land on the moon, establishing Intuitive Machines as a market leader.

## Recent coverage (4 stories)

### NASA Images Show 60-Foot Crater From SpaceX Falcon 9's Aug. 5 Moon Impact
2026-08-19 02:48:04 · Sentiment: Neutral · Impact: 6/10 · Sources: 2

New NASA imagery from the Lunar Reconnaissance Orbiter confirms a 60-foot-wide crater left by a Falcon 9 upper stage that struck the Moon on August 5. Cross-agency coordination between NASA, KASA, ESO, and Danuri enabled precise before-and-after imaging. The event highlights growing cislunar debris and collision risks as lunar missions multiply.
Full story: https://getspacebrief.com/story/spacex-falcon9-moon-impact-crater-nasa-images

### SpaceX Selloff Erases $150B: 6.5% Drop Jolts Defense and Aerospace Suppliers
2026-06-28 16:14:21 · Sentiment: Negative · Impact: 7/10 · Sources: 7

SpaceX's 6.5% plunge on June 18 vaporized over $150 billion in market cap, triggering a sector-wide rout that hit Rocket Lab, AST SpaceMobile, and other key space players. The correction tests the resilience of the commercial space supply chain and defense contractors tied to Elon Musk’s ecosystem.
Full story: https://getspacebrief.com/story/spacex-selloff-erases-150b-defense-impact

### SpaceX Tumbles 6.5%, Dragging Down $150B in Space-Sector Value
2026-06-19 22:41:29 · Sentiment: Negative · Impact: 6/10 · Sources: 2

SpaceX's stock plunge erased $150B in market cap and triggered declines across the commercial space industry, from launch to satellite operators.
Full story: https://getspacebrief.com/story/spacex-tumbles-drags-space-sector-down

### Intuitive Machines (LUNR) FY 2025 Earnings: NSNS Contract Scales Backlog
2026-03-19 15:39:29 · Sentiment: Neutral · Impact: 5/10 · Sources: 2

Intuitive Machines reported record FY 2025 revenue driven by the activation of the $4.8 billion Near Space Network Services (NSNS) contract and progress on the IM-2 and IM-3 lunar missions. The company's transition from a mission-centric model to a recurring lunar infrastructure provider is reflected in a multi-billion dollar backlog and improved cash position.
Full story: https://getspacebrief.com/story/intuitive-machines-lunr-fy2025-earnings-analysis

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