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NASA has selected Intuitive Machines as one of eight companies eligible to compete for lunar cargo delivery missions under a new $10 billion Commercial Lunar Payload Services (CLPS 2) framework.
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NASA selected eight companies, including Voyager Technologies, to compete for lunar cargo delivery contracts worth up to $10 billion over 10 years, potentially expanding to $15 billion over 15 years. Voyager's stock surged 17% on the news, validating its $300 million acquisition of lunar lander-maker Astrobotic earlier in 2026.
Intuitive Machines shares climbed Monday after NASA selected the company for its CLPS 2 lunar delivery contract, which supports NASA’s Moon Base initiative.
Intuitive Machines experienced a dramatic revenue spike in 2026 after two years of flat performance, driven by government contracts and acquisitions, while Rocket Lab demonstrated consistent quarter-over-quarter growth with diversified revenue streams. The revenue gap between the two space companies is narrowing, though Rocket Lab maintains a larger absolute revenue base and more predictable growth trajectory.
B. Riley and KeyBanc have lowered their price targets for Intuitive Machines ahead of the company's third-quarter earnings report.
Intuitive Machines has been chosen by NASA's Jet Propulsion Laboratory to provide the spacecraft platform and system-level integration for the FALCON-RADAR Earth observation mission.