文章核心观点 - 公司是一家从事月球着陆和探索车辆开发的高风险高潜力公司 [1] - 公司通过与SPAC合并于2023年2月14日上市,股价经历了大涨和大跌的过山车行情 [1] - 公司主要收入来自NASA合同,但过去三年实际收入远低于预期 [3][4][5] - 公司未来三年有望实现大幅收入增长,但仍面临诸多不确定性 [6][7][8] 根据目录分别总结 公司业务模式 - 公司主要收入来自NASA合同,包括月球着陆器Nova-C和月球地形车(LTV)等项目 [3] - 公司还尝试提供"共享乘车"服务,为非NASA客户提供月球运载服务 [3] 过去三年表现 - 公司过去三年实际收入远低于预期,主要受到Nova-C着陆器延迟等因素影响 [4][5] - 2022年和2023年公司未能获得新的重大NASA合同,增长乏力 [5] 未来三年展望 - 公司Nova-C成功着陆和获得新的LTV合同,预示未来与NASA合作将更加紧密 [6] - 公司预计2023年收入将大幅增长163%-200%,未来三年复合年增长率达82% [6] - 但公司仍面临资金、竞争等诸多挑战,需要通过融资等方式持续扩张 [7][8]

These two growth stocks have plenty of room to run. Growth stocks have consistently outperformed most other asset classes in recent years, cementing their place as essential components of well-balanced portfolios. Their potential for high rewards, however, comes with increased risk. Savvy investors can capitalize on growth opportunities while minimizing unnecessary risk by targeting companies with a compelling investment thesis, a solid financial foundation, and a top-tier management team. Intuitive Machine ...

文章核心观点 - Intuitive Machines公司获得了NASA的一份价值48亿美元的合同,负责提供地球卫星到月球的通信中继服务 [1][2] - 这份合同将在10年内逐步实现,初期5年合同价值约15亿美元,之后还有5年续约选项 [2][3] - 这份合同将使Intuitive Machines公司的年收入大约增加4.8亿美元,约为当前收入的4倍 [3] - 尽管Intuitive Machines股价已经上涨50%,但分析师认为其仍有较大上涨空间 [4][5][6] 公司相关 - Intuitive Machines公司主要从事月球载荷运输业务,现在拓展到了月球通信中继服务 [3] - 公司目前年收入约1.58亿美元,这份合同将使其收入大约翻一番 [3] - 分析师预计公司在2026年前可能实现盈利,但由于这份新合同,盈利时间可能会提前 [4][5][6] 行业相关 - 这份合同标志着Intuitive Machines公司业务从月球载荷运输拓展到了月球通信中继服务 [3] - 这种月球通信中继服务可以看作是一种"星际手机网络服务",Intuitive Machines扮演着"太空互联网服务提供商"的角色 [2] - 这份合同的获得,有利于Intuitive Machines公司在月球探索和开发领域的地位和竞争力 [3]

Momentum investing is all about the idea of following a stock's recent trend, which can be in either direction. In the 'long' context, investors will essentially be "buying high, but hoping to sell even higher." And for investors following this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving in that direction. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades. Whi ...

Intuitive Machines NASDAQ: LUNR is a small-cap space stock that has one massively ambitious long-term goal among its priorities: helping to create human settlements on the moon. The company has over tripled in value this year, and analysts still see upside in the name. I'll break down the company's technology and why its shares jumped over 70% in two days last week. Get Intuitive Machines alerts: Intuitive Machines Lands NASA Contract Worth Up to $4.8 Billion Intuitive Machines Today LUNR Intuitive Machines ...

Three moon landing attempts in three months set up an exciting Q4 for space investors. On Feb. 22, 2024, Intuitive Machines (LUNR 4.58%) landed its Odysseus uncrewed vehicle on the moon. In some ways, the landing was suboptimal -- most notably, Odysseus toppled over after landing, limiting its ability to communicate with Earth. On the other hand, though, even its less than 100% perfect landing accomplished something for Intuitive Machines that the U.S. hasn't done in more than 50 years: put a lander on the ...

If you want full access to all our reports, data and investing ideas, join The Aerospace Forum , the #1 aerospace, defense and airline investment research service on Seeking Alpha, with access to evoX Data Analytics, our inhouse developed data analytics platform. I covered Intuitive Machines, Inc. (NASDAQ: LUNR ) earlier this month marking the stock a strong buy. Since then, the stock has gained more than 50% after it won a $4.8 billion contract. In this report, I will be discussing the contract details and ...

Intuitive Machines Inc. LUNR is making waves in the stock market, skyrocketing 113% over the past year and a jaw-dropping 240% year-to-date. Chart created using Benzinga Pro Don't miss out on this unparalleled opportunity: But wait, it gets better—over just the last five days, Intuitive Machines' stock is up 38.21%. It has now made a Golden Cross – a bullish sign indicating further positive momentum for investors. With that stride, this small cap space stock now commands a $495.21 million in market capitali ...

There's nothing like a potentially massive government contract to win the hearts of both investors and analysts. The stock of space exploration company Intuitive Machines (LUNR 24.23%) strongly defied gravity on Thursday. It closed the day more than 24% higher, thanks in no small part to news of a major price-target increase from an analyst. That move came mere days after the company delivered some of the best news it's ever reported. Over the moon about NASA's moon contract The raise was enacted by B. Rile ...

Join iREIT on Alpha today to get the most in-depth research that includes REITs, mREITs, Preferreds, BDCs, MLPs, ETFs, and other income alternatives. 438 testimonials and most are 5 stars. Nothing to lose with our FREE 2-week trial . The market environment back then was truly crazy. Interest rates were at 0.25%, inflation was low, the Fed was doing QE, and people were getting stimulus checks. Analyst's Disclosure: I/we have a beneficial long position in the shares of NOC, LMT either through stock ownership, ...