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Intuitive Machines Pulls Back After Analyst-Fueled Rally in Space Stocks

Fresh analyst coverage, alongside policy tailwinds, has stoked interest in space names.

Overview

  • Intuitive Machines fell about 4.4% to $15.95 on Tuesday after surging 11.7% to $16.69 on Monday.
  • KeyBanc initiated coverage with a buy recommendation, and B. Riley lifted its target to $20, while Stifel set $18, Canaccord cut to $15.50, and BofA kept Underperform with a $9.50 target.
  • Investors tied the early‑week rally to President Donald Trump’s executive order favoring a commercial‑first approach to U.S. space efforts, including lunar goals and private investment targets.
  • Market commentary also cited speculation about a potential SpaceX IPO as a factor supporting sector sentiment, according to Procure Holdings’ Andrew Chanin.
  • Earlier this month, Intuitive Machines announced a cooperation with Leonardo and Telespazio to align its Space Data Network with ESA’s Moonlight program for lunar communications and navigation.