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Intuitive Machines' stock performance may improve significantly due to NASA's requirement for its landers to explore the lunar south pole ahead of Artemis III. Jaquar Analytics reports that the successful launch of Artemis II mitigates budget risks, ensuring stable funding under the Omnibus Multidiscipline Engineering Services III.

Intuitive Machines, which recently acquired Lanteris, is expected to see revenue exceed $140 million in Q1 of fiscal 2026, more than doubling from $62.52 million in the previous year. The IM-2 launch is scheduled for February 26, with potential payments from NASA expected shortly after a successful landing in early March.

Additionally, Intuitive’s acquisition has opened opportunities in the Department of Defense, enabling bids for significant satellite contracts. Retail sentiment for the stock has shifted to 'bullish', with shares rising 33% in 2026 after a 10% decline in 2025.