Intuitive Machines price target raised to $44 from $25 at Clear Street

Clear Street raised the firm’s price target on Intuitive Machines (LUNR) to $44 from $25 and keeps a Buy rating on the shares. Intuitive Machines remains the firm’s Top Pick for 2026, as it benefits from accelerating industry focus on the Moon and validating its business model through positive 1Q26 adjusted EBITDA following a crucial acquisition, the analyst tells investors in a research note. The successful $800M Lanteris Systems integration has significantly de-risked the outlook, while several near-term awards provide upside potential, the firm adds.