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Catalyst Play
Featured in “Three Space Stocks Wall Street Re-Rates Now That SpaceX Is Public”
Post-SpaceX IPO
Intuitive Machines flies its lunar landers on SpaceX rockets and holds NASA contracts worth billions. As a direct SpaceX customer and supplier, it re-rates alongside the sector leader now that the market can finally price space exposure.
The catalyst: SpaceX went public on the Nasdaq in June 2026 at roughly a $1.75 trillion valuation — the largest IPO ever, and the first time institutions can own pure space exposure at scale. But one stock can't absorb the demand a debut like this unleashes. Every fund now benchmarked to space has to look further down the list, and these three are the most direct beneficiaries of the re-rating.
Compass Direction
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Compass Score
Favorable
Key Numbers
Market Cap
$3B
P/E
N/A
Revenue Growth
+180.0%
Gross Margin
N/A
ROE
N/A
About Intuitive Machines
As a small-cap aerospace company trading on the NASDAQ, Intuitive Machines has established itself, with direct, concentrated exposure to the space infrastructure and satellites theme. Lunar lander and space infrastructure company with NASA contracts for Moon missions. With a $3B market capitalization and no current profitability, the company demonstrates exceptional revenue growth at +180% year-over-year.
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Price50 DMA200 DMA
Price vs 200DMA
DMA Convergence
50 DMA
200 DMA
Rating last updated: 2026-07-01
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