Cantor Fitzgerald maintains Overweight rating on LUNR as U.S. Space Force awards 10-year contract potentially worth $6.24 billion.
Intuitive Machines (LUNR) secured a 10-year U.S. Space Force contract with a total potential value of $6.24 billion, starting at up to $1.84 billion. The deal follows the company’s first-quarter results, which showed year-over-year growth despite missing revenue and margin expectations.
Cantor Fitzgerald reiterated its Overweight rating and $43 price target, citing the Lanteris acquisition as a profitability driver. The firm also highlighted upcoming catalysts, including a CLPS CP32 award in Q3 2026 and the IM-3 Mission launch in Q4.
The company specializes in lunar payload delivery and government space missions, positioning it for further growth in the commercial and defense sectors.