Intuitive Machines: Why I'm Long, Again

  • Intuitive Machines is a rapidly growing, innovative space tech company, trading at just 5x forward sales with a debt-free balance sheet and strong cash reserves. Despite a failed IM-2 mission and near-term revenue volatility, I see 30% y/y growth into 2026 and a clear path to sustainable profitability. Management's significant stock ownership aligns its interests with shareholders, and a healthy contract backlog supports long-term growth prospects.