Intuitive Machines Shares Drop 6% Amid Market Volatility

Analysts remain bullish on the aerospace company's long-term prospects despite the recent stock price decline.

Feb. 4, 2026 at 10:23pm

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Shares of Intuitive Machines, Inc. (NASDAQ:LUNR), a Houston-based aerospace company specializing in commercial lunar exploration, dropped 6% during trading on Monday. The stock traded as low as $17.63 and closed at $17.8470, with trading volume declining 69% from the average daily volume. Several analysts have maintained a 'buy' or 'overweight' rating on the stock, citing the company's strong position in NASA's Commercial Lunar Payload Services (CLPS) program.

Why it matters

Intuitive Machines is one of the leading private entities pursuing lunar surface deliveries, and its stock performance is closely watched by investors interested in the growing commercial space industry. The recent stock price decline may be due to broader market volatility, but the company's long-term prospects remain promising as it continues to develop end-to-end solutions for robotic missions to the Moon.

The details

The 6% drop in Intuitive Machines' share price on Monday came amid a broader market decline, with the stock trading as low as $17.63 before closing at $17.8470. Trading volume also declined significantly, down 69% from the average daily volume of 12,232,520 shares. Despite the short-term price fluctuation, several analysts have maintained a positive outlook on the company, with Cantor Fitzgerald, Deutsche Bank, and Canaccord Genuity Group all issuing 'buy' or 'overweight' ratings and price targets ranging from $18 to $22.50.

  • Intuitive Machines' share price dropped 6% during trading on Monday, February 5, 2026.

The players

Intuitive Machines, Inc.

A Houston, Texas-based aerospace company specializing in commercial lunar exploration and services, developing end-to-end solutions for robotic missions to the Moon under NASA's Commercial Lunar Payload Services (CLPS) program.

Steve Altemus

Co-founder and CEO of Intuitive Machines.

Tim Crain

Co-founder and Senior Vice President of Intuitive Machines.

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