MarketMoodz
Deutsche Bank backs Intuitive Machines as Moon economy nears inflection
Deutsche Bank initiated a Buy rating on Intuitive Machines (LUNR) with an $18 price target, according to CNBC reporting on a DB note. The call signals upside as the Moon-focused infrastructure theme gains traction ahead of Artemis funding and related lunar-services awards.
Key Takeaways
- Deutsche Bank sets LUNR at a $18 target, implying about 5% upside from the Feb 12 close
- The note frames the Moon economy as at an inflection point tied to NASA Artemis funding and LTVS timing
- Intuitive Machines focuses on lunar infrastructure and connectivity rather than rocket transportation
- LUNR has surged about 80% in the last three months, suggesting Moon-focused demand could narrow valuation gaps with peers
People Involved
- Edison YuDeutsche Bank analyst
- Elon MuskSpaceX CEO
- Jeff BezosBlue Origin Founder
Entities Involved
- Intuitive Machines (LUNR)Lunar infrastructure and connectivity provider
- SpaceXSpace transportation company
- Blue OriginSpaceflight company
- NASA Artemis programU.S. government lunar program
- Deutsche BankGlobal investment bank
MarketMoodz Analysis
Investors get a name-brand exposure to the Moon economy, with the Deutsche Bank note tying Intuitive Machines’ upside not just to launches but to recurring demand for lunar infrastructure as Artemis funding and related missions materialize. The price target provides a tangible catalyst for a sector that has been mostly narrative until now, making the next 6–12 months a critical window for LUNR and its peers.
Historically, lunar ambitions have faced policy and funding uncertainty, but the Artemis program and NASA’s funding pipeline could reshape the economics of lunar services. If Moon-centric demand sustains revenue opportunities, LUNR could move toward parity with space-equity peers that are valued on infrastructure and recurring services rather than volatile launch schedules. Investors should watch Artemis/LTVS milestones, NASA budget signals, and private-sector Lunar infrastructure orders as key catalysts.
Source: Original Article
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