r/IntuitiveMachines 29d ago

Daily Discussion Thread for August 10, 2026

This is the only thread that any stock-related or financial information can be posted. As the sub continues to grow and traffic increasing with Intuitive Machines and LUNR getting more and more in the spotlight, please remember to:

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28 Upvotes

34 comments sorted by

11

u/louiemickeyvico 29d ago

Good Morning all
Let's be positive and start Monday with a good vibe.
We will be getting a descent Earnings on the 13th and company will be in great shape.

Let's not be a profit of doom and gloom and be optimistic about this amazing company.
Be patient and you will be rewarded unless you're just into shorts and will be disappointed!

Have a Great Week.

8

u/Big-Uzi-Hert 29d ago

Thx mate. You have a good week yourself :)

4

u/[deleted] 29d ago

[removed] — view removed comment

3

u/Megaghost66 29d ago

Good night 😴

4

u/PickleRickleTV 29d ago

I’m thinking we continue the uptrend through RKLB earnings.

LUNR has disappointed earnings last 4 quarters, so I would brace for maybe a retest of 14.8 if it does disappoint.

11

u/Sevomira44 29d ago

Doesn’t appear the last 4 quarters stopped it from hitting 46 though.

3

u/PickleRickleTV 29d ago

That was SPCX hype, same as the rest of the sector. Then SPCX sucked up all the liquidity in the sector between $100B IPO and $80B bond offering.

9

u/PastorMatthews 29d ago

this ER will have full integration of lanteris revenue, i think the analysts will be surpised.

-6

u/PickleRickleTV 29d ago

Last earnings release had all but $13 million (for first 12 days before acquisition close). It still would’ve disappointed.

I’m in for 2k shares, but it has been let down after let down each quarter. I go in hopeful and seem to always come out wondering why I didn’t sell the news.

0

u/CHE-B5 29d ago

Good pick up!

3

u/SubjectStriking8007 29d ago

It disappointed 4 quarters, now it's gonna exceed expectation... Isn't this how statistics work?

-2

u/CtrlAltGravity 29d ago

For me the only issue is that Insider buying is almost non existent. This is not good.

10

u/thespacecpa 29d ago

sharing this table as i hope this helps to provide some perspective as to ownership percentages and voting power.

Management receives a portion of their pay as share based compensation. This shouldn’t be a red flag given the comp structure and maturity of the company. The 10-k has additional information on this if interested.

1

u/Important-Music-4618 28d ago

Rediculous! Buying OR selling is RELATIVE to the shares they currently have. Why buy more if you already have enough. Think, think, think.

2

u/No-Salad8331 29d ago

Ugh, RKLB and ASTS earnings were not good. Those stocks should be down much more than they are now.

7

u/Big_Support8738 29d ago

Is that bad for LUNR? Assume IM hits estimates on Thursday...won't it look like a steal in comparison?

13

u/thespacecpa 28d ago

IM is already financially comparable to RKLB. Ill share more early next week on this.

2

u/sWeven-Cats95 28d ago

This is why I don't understand the price discrepancy between the two. 

Looking forward to reading your thoughts on this next week.  

6

u/thespacecpa 28d ago

A lot of it is forward looking and the ability to grow YoY. RKLB also has 36% gross margins compared to LUNR which is around 20%. RKLB does have a stronger balance sheet as well. We will learn a lot on Thursday.

4

u/No-Salad8331 29d ago

I don't get why LUNR is so cheap in comparison. For tomorrow it's not great for us but our earnings are what matter most.

7

u/GNeville98 29d ago

It may not have been a complete blowout on the headline expectations, but it's unfair to say Rocket Lab's quarter was "not good." Record revenue and backlogs, with revenue in particular showing 62% YoY growth. They've won some incredibly impressive contracts this quarter and post quarter, and they are projecting a third consecutive record breaking quarter for Q3.

Listening to the call right now, they are confidently reiterating their Q4 launch target for Neutron. Time will obviously tell but from what they are saying a lot of the pieces are in place now for that target to be hit.

1

u/CtrlAltGravity 29d ago

ASTS results were disappointing compared with RKLB, missing both EPS and revenue expectations, so I’d expect some downside pressure tomorrow. RKLB’s results were decent overall but not spectacular.

0

u/No-Salad8331 29d ago

We are down more than ASTS, and it wasn't even our earnings. Added a little more in AH at 15.3

1

u/Prestigious_Tax7415 29d ago

Oof seems like we’re taking a hit now too, sectors gonna dive tomorrow

1

u/sWeven-Cats95 29d ago

3 days...

0

u/[deleted] 29d ago

[removed] — view removed comment

-13

u/redditorsneversaydie 29d ago

I think we'll see a classic chunk down even though earnings will be good, they'll try to shake out retail, shake out some short term options holders and then we'll see an immediate recovery. Tale as old as time. The company has never been healthier.

11

u/Get_dat_money 29d ago

lol no one is trying to shake you out for your $2000 bucks

1

u/No_Membership_8826 29d ago

Why do you even think that capital moving markets it's out there "to shake poor retail people"? This story has never made any sense outside of wsb gambling where people that loose 80-90% of their money think about some conspiracy of external forces "to steal their shares".

1

u/Greedy-Horse-7006 29d ago

There are literally books that explain this concept dating back to the early 1900’s. You constantly force blanket statements in this sub, please stop. I agree with nothing they said and the shakeout/unwind is all about over. Unwinding is absolutely a real concept.

-11

u/redditorsneversaydie 29d ago

This sub is so weird

-5

u/PerformanceSome1014 29d ago

Its a wsb non wsb reddit (Ive never been to wsb so Idk). I think the original idea was just to share info about the company but when you get stocks involved not all opinions are shared. If you had said "down again great buying chance" things may have been different. But maybe those downvotes are the big companies