StreetInsider.com News Articles

KeyBanc On Aerospace & Defense Stocks Amid Iran Escalation

Fri, 06 Mar 2026 04:31:19 -0500

KeyBanc analyst Michael Leshock examines potential implications for the Aerospace & Defense sector if the conflict with Iran escalates into a prolonged war involving boots on the ground.

The analyst commented: "As the first week of the Iran conflict draws to a close, we provide updated perspectives on the evolving situation and the potential implications across our A&D coverage should the conflict escalate and if U.S. troops are deployed in Iran. In the event of a prolonged war, we see AVAV, RDW, KTOS, and KRMN among the primary beneficiaries, driven by the need to replenish stockpiles and the expanding role of

KeyBanc On Aerospace & Defense Stocks Amid Iran Escalation

Fri, 06 Mar 2026 04:31:19 -0500

KeyBanc analyst Michael Leshock examines potential implications for the Aerospace & Defense sector if the conflict with Iran escalates into a prolonged war involving boots on the ground.

KeyBanc On Aerospace & Defense Stocks Amid Iran Escalation

Fri, 06 Mar 2026 04:31:19 -0500

KeyBanc analyst Michael Leshock examines potential implications for the Aerospace & Defense sector if the conflict with Iran escalates into a prolonged war involving boots on the ground.

KeyBanc On Aerospace & Defense Stocks Amid Iran Escalation

Fri, 06 Mar 2026 04:31:19 -0500

KeyBanc analyst Michael Leshock examines potential implications for the Aerospace & Defense sector if the conflict with Iran escalates into a prolonged war involving boots on the ground.

KeyBanc On Aerospace & Defense Stocks Amid Iran Escalation

Fri, 06 Mar 2026 04:31:19 -0500

KeyBanc analyst Michael Leshock examines potential implications for the Aerospace & Defense sector if the conflict with Iran escalates into a prolonged war involving boots on the ground.

KeyBanc On Aerospace & Defense Stocks Amid Iran Escalation

Fri, 06 Mar 2026 04:31:19 -0500

KeyBanc analyst Michael Leshock examines potential implications for the Aerospace & Defense sector if the conflict with Iran escalates into a prolonged war involving boots on the ground.

KeyBanc On Aerospace & Defense Stocks Amid Iran Escalation

Fri, 06 Mar 2026 04:31:19 -0500

KeyBanc analyst Michael Leshock examines potential implications for the Aerospace & Defense sector if the conflict with Iran escalates into a prolonged war involving boots on the ground.

KeyBanc On Aerospace & Defense Stocks Amid Iran Escalation

Fri, 06 Mar 2026 04:31:19 -0500

KeyBanc analyst Michael Leshock examines potential implications for the Aerospace & Defense sector if the conflict with Iran escalates into a prolonged war involving boots on the ground.

KeyBanc On Aerospace & Defense Stocks Amid Iran Escalation

Fri, 06 Mar 2026 04:31:19 -0500

KeyBanc analyst Michael Leshock examines potential implications for the Aerospace & Defense sector if the conflict with Iran escalates into a prolonged war involving boots on the ground.

KeyBanc On Aerospace & Defense Stocks Amid Iran Escalation

Fri, 06 Mar 2026 04:31:19 -0500

KeyBanc analyst Michael Leshock examines potential implications for the Aerospace & Defense sector if the conflict with Iran escalates into a prolonged war involving boots on the ground.

KeyBanc On Aerospace & Defense Stocks Amid Iran Escalation

Fri, 06 Mar 2026 04:31:19 -0500

KeyBanc analyst Michael Leshock examines potential implications for the Aerospace & Defense sector if the conflict with Iran escalates into a prolonged war involving boots on the ground.

KeyBanc On Aerospace & Defense Stocks Amid Iran Escalation

Fri, 06 Mar 2026 04:31:19 -0500

KeyBanc analyst Michael Leshock examines potential implications for the Aerospace & Defense sector if the conflict with Iran escalates into a prolonged war involving boots on the ground.

Intuitive Machines selected to build 18 spacecraft for missile tracking

Tue, 03 Mar 2026 08:31:44 -0500

Intuitive Machines Inc. (NASDAQ: LUNR) announced that its subsidiary Lanteris Space Systems was selected by L3Harris Technologies (NYSE: LHX) to support spacecraft development for the Space Development Agency's Tranche 3 Tracking Layer program.

The company will design, build and deliver 18 spacecraft platforms for space-based missile tracking capabilities. The platforms will support tracking of advanced missile threats, including hypersonic and ballistic systems, as part of the Proliferated Warfighter Space Architecture.

"This builds on a foundation of proven performance and mission trust earned through previous tracking layer selections that we look forward to carrying forward with L3Harris and the Space Development Agency," said

Intuitive Machines selected to build 18 spacecraft for missile tracking

Tue, 03 Mar 2026 08:31:44 -0500

Intuitive Machines Selected by L3Harris to Support SDA Proliferated Warfighter Space Architecture Tranche 3 Tracking Layer

Tue, 03 Mar 2026 08:30:00 -0500

HOUSTON, March 03, 2026 (GLOBE NEWSWIRE) -- Intuitive Machines, Inc. (Nasdaq: LUNR) (“Intuitive Machines” or the “Company”), a leading space technology, infrastructure, and services company, today announced Lanteris Space Systems, a wholly owned subsidiary of Intuitive Machines, was selected by L3Harris Technologies (NYSE: LHX) to support the development and production of spacecraft platforms for the Space Development Agency (“SDA”) Tranche 3 Tracking Layer of the Proliferated Warfighter Space Architecture.

Under this selection, Intuitive Machines will design, build and deliver 18 advanced spacecraft platforms to help enable the next generation of space-based missile tracking capabilities. This effort

Intuitive Machines Selected by L3Harris to Support SDA Proliferated Warfighter Space Architecture Tranche 3 Tracking Layer

Tue, 03 Mar 2026 08:30:00 -0500

Under this selection, Intuitive Machines will design, build and deliver 18 advanced spacecraft platforms to help enable the next generation of space-based missile tracking capabilities. This effort

Intuitive Machines Selected by L3Harris to Support SDA Proliferated Warfighter Space Architecture Tranche 3 Tracking Layer

Tue, 03 Mar 2026 08:30:00 -0500

Under this selection, Intuitive Machines will design, build and deliver 18 advanced spacecraft platforms to help enable the next generation of space-based missile tracking capabilities. This effort

Intuitive Machines Selected by L3Harris to Support SDA Proliferated Warfighter Space Architecture Tranche 3 Tracking Layer

Tue, 03 Mar 2026 08:30:00 -0500

Under this selection, Intuitive Machines will design, build and deliver 18 advanced spacecraft platforms to help enable the next generation of space-based missile tracking capabilities. This effort

Intuitive Machines Selected by L3Harris to Support SDA Proliferated Warfighter Space Architecture Tranche 3 Tracking Layer

Tue, 03 Mar 2026 08:30:00 -0500

Under this selection, Intuitive Machines will design, build and deliver 18 advanced spacecraft platforms to help enable the next generation of space-based missile tracking capabilities. This effort

Intuitive Machines Selected by L3Harris to Support SDA Proliferated Warfighter Space Architecture Tranche 3 Tracking Layer

Tue, 03 Mar 2026 08:30:00 -0500

Under this selection, Intuitive Machines will design, build and deliver 18 advanced spacecraft platforms to help enable the next generation of space-based missile tracking capabilities. This effort

Form 8-K Intuitive Machines, Inc. For: Feb 27

Fri, 27 Feb 2026 16:41:00 -0500

si-local-file:///var/storage/secattach/20260227/26082839.html

Form 8-K Intuitive Machines, Inc. For: Feb 27

Fri, 27 Feb 2026 16:41:00 -0500

si-local-file:///var/storage/secattach/20260227/26082839.html

Stifel: 'we remain cautious recommending LUNR shares'

Thu, 26 Feb 2026 10:01:50 -0500

Stifel analyst Jonathan Siegmann reiterated a Hold rating and $20.00 price target on Intuitive Machines Inc. (NASDAQ: LUNR).

The analyst comments "Bottom-Line: The administration’s lunar ambitions are favorably aligned with LUNR's focus areas. We like the Lanteris deal and investment areas. Pivoting to favor reliable and diversified revenue streams is not the worst move for LUNR. New capital raised could be used to target wins related to Golden Dome initiatives, Tracking and Data Relay Satellite System, the Mars Telecommunications Orbiter, and the potential emerging space-based orbital data center market. The LTV contract remains a "known unknown" for the financial model, and

Stifel: 'we remain cautious recommending LUNR shares'

Thu, 26 Feb 2026 10:01:50 -0500

Stifel analyst Jonathan Siegmann reiterated a Hold rating and $20.00 price target on Intuitive Machines Inc. (NASDAQ: LUNR).

B.Riley: 'Aggressively Buy LUNR Dip'

Thu, 26 Feb 2026 09:59:45 -0500

B.Riley analyst Mike Crawford reiterated a Buy rating and $25.00 price target on Intuitive Machines Inc. (NASDAQ: LUNR).

The analyst comments "We remain buyers of Intuitive Machines (LUNR – Buy, $25 PT) after the company announced a $175M PIPE at $15.12/share, expected to close on 2/27, with global institutional investors, sending shares down some 15% as we publish, now putting shares back near the $16.12/ share price at which we raised our PT from $20 to $25 on 2/16. We see this opportunistic raise, which we believe came about via reverse inquiry to the company from a syndicate of investors, as