Intuitive Machines (LUNR +15.56%) stock rode the rollercoaster this week.
First came the Cantor Fitzgerald endorsement on Tuesday, driving the stock higher on one Wall Street analyst's confidence that Intuitive would definitely win a multi-billion-dollar NASA contract to build Lunar Terrain Vehicles (LTVs). Disappointment quickly followed when Intuitive did not, in fact, win said contract.
(Two smaller, privately owned space companies did instead.)
Nevertheless, Cantor doubled down on its endorsement, ignoring the LTV news, and instead listing a series of other contracts that Intuitive might still win. Intuitive shares that began the week trading near $38 soared past $45, then dropped back to $38, and finally closed yesterday for a second straight win -- over $40.
Today, it's looking like LUNR wants to make it three wins in a row. As of 12:55 p.m. ET, the space stock is up 9.8%.
Image source: Getty Images.
Roth Capital really loves Intuitive Machines All week long, Cantor Fitzgerald has stuck to its guns, insisting Intuitive Machines stock is worth $43 a share, but today, a second analyst chimed in. According to Roth Capital, Cantor's actually being too conservative, and Intuitive is worth closer to $75 a share!
As reported on TheFly.com, Roth raised its price target to this new mark last night, citing "significant opportunity in upcoming lunar contract awards across landers, rovers, and broader infrastructure/services."
Today's Change
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15.56
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4.13
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30.66
All's not lost But wait. "Rovers?" Didn't Intuitive Machines just lose the LTV contract?
Well, yes and no. Yes, two other companies won $439 million worth of LTV contracts. But the total LTV program is said to be worth $4.6 billion over time.
That means there's still a lot of money up for grabs -- and Cantor and Roth might both still be proven right about Intuitive Machines being a buy.
Rich Smith has positions in Intuitive Machines. The Motley Fool has positions in and recommends Intuitive Machines. The Motley Fool has a disclosure policy.
With SpaceX clearing the runway for what could be the largest IPO in U.S. market history and the broader sector posting back-to-back contract wins, capital is flowing rapidly into the public space names building tomorrow's launch, satellite, and defense infrastructure.
USA News Group Commentary
, /PRNewswire/ -- The global space economy approached $613 billion in 2024 and is on track to cross the $1 trillion mark as soon as 2032, according to The Space Report from the Space Foundation. Capital is finally catching up to that growth curve. SpaceX filed its S-1 on May 20 and is targeting a Nasdaq listing on June 12 under the ticker SPCX, aiming to raise up to $75 billion at a valuation of approximately $1.75 trillion — a figure that, if it holds at pricing, would mark the largest IPO in U.S. market history by a wide margin. Investors are already rotating into the public names with real revenue, expanding backlogs, and direct exposure to national security space programs.
Names like Starfighters Space, Inc. (NYSE American: FJET), Rocket Lab Corporation (NASDAQ: RKLB), Intuitive Machines, Inc. (NASDAQ: LUNR), Firefly Aerospace Inc. (NASDAQ: FLY), and AST SpaceMobile, Inc. (NASDAQ: ASTS) are increasingly the way institutional capital is positioning ahead of the SpaceX listing window.
The capital flows are visible in the data. Rocket Lab's contracted backlog has more than doubled year-over-year to $2.2 billion. Firefly Aerospace has guided full-year 2026 revenue to $420–$450 million on the back of Q1 revenue of $80.9 million. AST SpaceMobile has secured over $1.2 billion in aggregate contracted revenue commitments and holds approximately $3.9 billion in cash, cash equivalents, restricted cash and liquidity. And the U.S. Space Force's Andromeda IDIQ — under which Intuitive Machines was selected as one of 14 awardees — carries a total potential value of $6.24 billion across the program. The pattern is consistent: government and institutional capital is being deployed at scale into commercial space platforms with credible execution roadmaps.
Starfighters Space, Inc. (NYSE American: FJET) is one of the newer entrants to that institutional rotation, and the Company just gave the market a fresh marker on its commercial trajectory. On May 22, 2026, Starfighters announced a $17.5 million strategic equity investment led by global institutional investors to support continued advancement of STARLAUNCH and broader commercial space development initiatives.
The capital is earmarked specifically for operational expansion, infrastructure development, and continued advancement of the STARLAUNCH platform — Starfighters' responsive airborne launch architecture that uses its commercial fleet of MACH 2+ supersonic aircraft as a first stage. Near-term milestones disclosed alongside the financing include continued advancement of the STARLAUNCH platform with a targeted space demonstration flight timeline over the next 18 to 24 months, subject to regulatory approvals and program execution.
"This financing represents a strong endorsement of our platform and long-term strategy," said Tim Franta, Chief Executive Officer of Starfighters Space, in the Company's release. From an investor lens, that framing matters: Starfighters is no longer pitching a development-stage thesis. Since completing its IPO in December 2025, the Company has differentiated itself in the emerging market for flexible, high-cadence space access, with the recent completion of wind tunnel testing validating key STARLAUNCH system dynamics and reducing technical risk ahead of near-term commercial mission activity.
Adding to the credibility narrative, on May 7, 2026, Starfighters announced the appointment of two senior leaders out of Blue Origin — Jose Arias as Vice President, Space Operations, and Catrina L. Medeiros as Director, STARLAUNCH Operations. Mr. Arias, who joins from Blue Origin where he served as Senior Manufacturing Engineer and Integration & Production Lead across propulsion system hardware, oversees all space-related operations for the Company. Ms. Medeiros, who comes from Blue Origin's New Glenn Stage 2 and Precision Cleaning Facility programs, supports execution of STARLAUNCH-related programs under Mr. Arias's direction.
These are operational hires from one of the most demanding launch programs in the U.S. commercial sector.
Starfighters operates the world's only commercial fleet of flight-ready MACH 2+ supersonic aircraft, based at NASA's Kennedy Space Center. The Company'sSTARLAUNCHarchitecture is designed to deliver flexible, high-cadence space access and satellite deployment across multiple commercial and defense markets — payload deployment, airborne aerospace testing, microgravity and high-speed flight environments, and reusable airborne launch infrastructure. The May 22 raise gives the Company the balance sheet to push that architecture from operational capability toward scaled commercial execution.
In other industry developments:
RocketLabCorporation (NASDAQ: RKLB) — On May 21, 2026, Rocket Lab announced a $90 million contract from the U.S. Space Force's Space Systems Command to design, manufacture, integrate, and operate two geostationary (GEO) satellites hosting the Heimdall space domain awareness payload. The award is Rocket Lab's first satellite production program for geostationary orbit and continues a Space Systems Command program for development and delivery on orbit of two Heimdall prototype payloads originally developed by GEOST, which Rocket Lab acquired in 2025 and integrated as Rocket Lab Optical Systems.
The win lands against a backdrop of Rocket Lab's contracted backlog up 108% year-over-year to $2.2 billion and record Q1 2026 revenue of $200.3 million — up 63.5% year-over-year. The Company also booked a $190 million 20-launch block order from the U.S. Department of War for HASTE hypersonic test flights, and a separate $30 million HASTE contract from Anduril announced May 7. Rocket Lab has emerged as one of the most direct publicly traded ways to play the broader launch-and-satellite build-out ahead of the SpaceX listing.
IntuitiveMachines,Inc. (NASDAQ: LUNR) — On May 13, 2026, Intuitive Machines was selected by the U.S. Space Force for the Andromeda IDIQ contract, a 10-year, multi-vendor procurement vehicle with a total potential value of approximately $6.24 billion. Intuitive Machines is one of 14 selected awardees that will compete for task orders to design and field next-generation Space Domain Awareness capabilities — detecting, tracking, and characterizing objects in geosynchronous orbit. The selection significantly expands the Company's addressable government contract base beyond its CLPS-anchored lunar mission profile.
Days later, Intuitive Machines was named prime contractor for operations of NASA's Lunar
Reconnaissance Orbiter Camera (LROC) and the ShadowCam instrument aboard the Korea Aerospace Research Institute's Pathfinder Lunar Orbiter, under two three-year, cost-plus-fixed-fee contracts — $15.5 million for LROC and $4.5 million for ShadowCam, totaling $20.0 million. Q1 2026 revenue came in at a record $186.7 million, with quarter-end backlog of approximately $1.1 billion. The combination of expanding government work and lunar data services has positioned LUNR among the most visible names in the SpaceX-IPO-adjacent trade.
FireflyAerospaceInc. (NASDAQ: FLY) — On May 26, 2026, Firefly announced a $75 million subcontract from NASA's Jet Propulsion Laboratory (JPL) to deliver four drones to the Moon's south pole as part of the agency's MoonFall mission, targeted to launch no earlier than 2028. MoonFall is part of the first phase of NASA's Moon Base — a long-term lunar exploration and infrastructure initiative designed to enable sustained human presence and expanded commercial activity at the lunar south pole. Firefly's Elytra spacecraft will carry the drones over a 45-day transit to the Moon and deploy them approximately 50 km above the lunar south pole.
Firefly CEO Jason Kim called MoonFall "an incredible breakthrough mission" in the Company's release, framing the win as aligned with Firefly's track record of bold execution. On the same day, Firefly also commenced a public offering of 12,000,000 shares — 4,000,000 primary and 8,000,000 from selling stockholders — pointing to the capital-markets dynamic playing out across the sector: contract momentum is creating windows for sponsors and existing holders to recycle capital into the next phase of build-out.
ASTSpaceMobile,Inc. (NASDAQ: ASTS) — Q1 2026 results delivered on May 11, 2026 included a critical regulatory milestone: the FCC granted commercial Supplemental Coverage from Space authorization for the SpaceMobile network in the United States, enabling direct-to-device broadband connectivity in premium spectrum bands. The Company disclosed peak in-orbit data speeds of 98.9 Mbps using a Block 1 BlueBird satellite, and confirmed the next orbital launch — BlueBird 8, 9, and 10 — on a Falcon 9 in mid-June.
AST SpaceMobile has secured over $1.2 billion in aggregate contracted revenue commitments from partners, was awarded a $30 million prime contract by the Space Development Agency for the HALO Europa Track 2 program, and is participating in the Missile Defense Agency's SHIELD program. Founder, Chairman and CEO Abel Avellan framed the quarter as positioning AST SpaceMobile to capture the direct-to-device broadband opportunity at scale. With a balance sheet of approximately $3.9 billion in cash, equivalents, and liquidity (pro forma for the convertible notes offering and ATM facility availability), ASTS is one of the better-capitalized commercial space names heading into the SpaceX listing window.
Across the comparable set, the message from the past month of news flow is consistent: contracts are flowing, balance sheets are being topped up, and the public space complex is moving in step with the SpaceX listing thesis. Starfighters Space's May 22 financing puts the Company squarely inside that flow — with capital allocated to STARLAUNCH advancement, two senior Blue Origin operators newly seated on the execution team, and a roadmap toward future demonstration flights over the next 18 to 24 months. For investors building exposure to the SpaceX-IPO rotation trade,FJET is increasingly difficult to overlook.
CONTINUED… Read this and more news for Starfighters Space at: https://usanewsgroup.com/fjet-landing
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Intuitive Machines (LUNR +15.56%) stock tumbled 7.3% through 12:15 p.m. ET this morning -- that's the bad news. The good news is that there's no bad news on the wires today concerning Intuitive, per se, to explain why the stock is going down. Instead, shares of this space stock are reacting to bad news from another space company entirely:
Blue Origin.
Image source: NASA.
Disaster for Blue Origin could be good or bad for Intuitive Machines Last night, a Blue Origin New Glenn rocket exploded on its launch pad at Cape Canaveral in Florida while undergoing a routine engine test. Initial reports suggest Blue Origin's LC-36A launch complex has been badly damaged, if not destroyed.
Now, this isn't necessarily bad news for Intuitive Machines. In the lunar lander market, Intuitive is in fact a competitor to Blue Origin, such that bad news for Blue could end up reducing competition for Intuitive!
Intuitive does not use Blue Origin's megarocket to launch either its satellites or its lunar landers. Still, it might need to in the future. Moreover, because Intuitive lacks a rocket of its own, it does use other launch providers, and the loss of capacity from Blue Origin launches could raise launch prices across the industry.
That's just how the law of supply and demand works -- taking New Glenn offline reduces the total launch services "supply." Given constant or growing demand, Intuitive's launch costs could rise.
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Things could get worse My bigger worry, and I suspect what's really worrying investors today, concerns Intuitive's stock price. Up 300% over the past year, Intuitive stock has been priced for a perfection that's very hard for any company to achieve -- as Blue Origin's accident just reminded us.
Carefully gauge your risk tolerance, investor, before investing in risky space stocks -- because space will always be hard.
Rich Smith has positions in Intuitive Machines. The Motley Fool has positions in and recommends Intuitive Machines. The Motley Fool has a disclosure policy.
As the weather warms heading into June, so does the space industry. The much-anticipated SpaceX initial public offering is creating a frenzy among aerospace companies. There are obvious adjacent winners, such as Rocket Lab, which has seen its valuation launch into the stratosphere.
Yet other space stocks are trading at prices that aren't light-years ahead of reality. Let's have a look at which ones are flying under the radar but are worth exploring. The three stocks mentioned below have all performed incredibly well in the short term, but are generally less well-known in the mainstream and have much smaller market values than Rocket Lab.
1. Intuitive Machines is a (literal) Moonshot Intuitive Machines (LUNR +15.56%) is an interesting company in that its main focus is lunar access and exploration. Moon infrastructure is proving to be big business. The company is expanding its capabilities and earning industry trust as it recently acquired Lanteris Space Systems and collaborates with NASA on the Commercial Lunar Payload Services program.
Image source: Getty Images.
Intuitive's backlog has grown to $1.1 billion since it won more than $428 million in new contracts. The company's first-quarter 2026 revenue grew to a record $186 billion, nearly triple the year-earlier figure. In its latest earnings report, management reaffirmed its full-year guidance of $900 million to $1 billion.
The stock has shot to the Moon so far in 2026, up more than 110% as of this writing.
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4.13
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2. Redwire is an inexpensive ticket to space Much of the space-related sector trades at sky-high valuations; Redwire (RDW +14.93%), however, is much more reasonably priced. It isn't quite as flashy as some other space-related companies, but it has a portfolio of space infrastructure technologies.
Redwire is diversifying its revenue streams as it leans into its defense business, particularly through the 2025 acquisition of Edge Autonomy. First-quarter 2026 revenue reached $97 million, a nearly 58% increase from last year.
The company also boasts a record backlog of $498 million. Multi-year, multi-million-dollar deals with NATO allies and the U.S. Space Force sent Redwire's shares soaring. The stock has risen about 190% since the start of the year, but it still has a market value of just $4 billion.
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2.22
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17.09
3. Spire Global is worth observing In what is probably the least-known company on this list, Earth-observation company Spire Global (SPIR +20.89%) operates a satellite network with a surprising number of use cases across industries such as meteorology and aviation.
In a sector with immense levels of spending, Spire Global is a breath of fresh air for its solid financial fundamentals. The company sold its maritime business in 2025 and used the proceeds to pay down debt.
The company anticipates revenue of $75 million to $85 million in 2026, representing 50% year-over-year growth. The stock has gained 145% year to date.
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3.42
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19.79
To infinity and beyond for these three space companies There's an influx of capital moving into space-related companies. While the more flashy, headline-grabbing businesses like SpaceX hog the spotlight, there are plenty of under-the-radar stocks that are financially sound and could make for a lucrative long-term investment.
SpaceX's initial public offering (IPO) might be the most anticipated this century and will likely be the largest IPO on record when it happens on June 12. The U.S. is throwing its support behind space exploration and advancement for scientific and national security purposes, and the consulting firm PwC projects the space economy could grow to $2 trillion by 2040.
With the spotlight on the growing space economy, here are two intriguing space stocks to scoop up ahead of SpaceX's IPO.
Image source: Getty Images.
AST SpaceMobile aims to provide continuous cellphone service from space AST SpaceMobile (ASTS +11.73%) provides direct-to-cellular broadband to cellphones and competes with SpaceX's highly successful Starlink product. The company aims to provide full cellphone service, including call, text, data, and live video streaming. This is made possible by its Block 2 BlueBird satellites, which are the largest commercial phased-array antennas ever deployed in low Earth orbit, measuring up to 2,400 square feet.
In recent years, the company has entered into agreements with top carriers, including AT&T, Verizon, and Vodafone. To provide continuous service to its early, high-priority target markets, AST entered 2026 planning to deploy 45 to 60 satellites before the end of the year.
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Last month, it faced a setback when Blue Origin's New Glenn launch vehicle deployed its satellite too low in orbit, rendering it unusable. AST has de-orbited this satellite and, more importantly, has had to rely on other launch partners, such as SpaceX, to meet its launch goals for the year.
AST plans to launch its next batch of three satellites sometime in June, and management still believes it can achieve its goal of 45 satellites by the end of this year, with launches occurring every one to two months and supported by contracts with multiple launch providers.
With 5.8 million global mobile subscribers and government contracts, including a $30 million contract with the Space Development Agency (SDA) for tactical broadband, AST SpaceMobile is a force in the making.
Intuitive Machines landed on the moon and has secured large government contracts Intuitive Machines (LUNR +15.56%) made headlines a couple of years ago when it achieved the first U.S. lunar landing since the Apollo 17 mission in 1972. The company provides aerospace and space infrastructure, including robotic landers for scientific exploration, ground stations and satellites for communications, and space systems and related components.
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30.66
What makes Intuitive Machines compelling is its role as a vertically integrated space contractor for the U.S. government. Earlier this year, it was awarded $429 million in new contracts, driven by the SDA's efforts to get a 72-satellite network into orbit to detect, track, and warn against advanced missile threats. It also received a $180 million commercial lunar payload services (CLPS) contract from NASA.
The company tripled its revenue in the first quarter to $186.7 million and ended the quarter with a backlog of over $1.1 billion, a staggering $842 million increase from the end of last year, and expects about 60% of this backlog to be converted into revenue this year. With massive tailwinds from government contracts, Intuitive Machine is another intriguing space stock for investors today.
Intuitive Machines (LUNR +15.56%) stock felt as if it had been lifted into orbit last month. The company's shares rose by nearly 73%, due to both internal and external factors. These included, but were not limited to, the surge of interest in space stocks due to the initial public offering (IPO) regulatory filing by the Elon Musk-led SpaceX.
Lifting off like a rocket Even before the blast of free publicity generated by that filing, Intuitive was having a good May. On May 12, it announced via X (formerly Twitter) that it will participate in Andromeda, a huge program from the U.S. Space Force. Specifically, it is to design and implement cutting-edge space domain awareness (SDA) capabilities. These will be used to detect and track objects in geosynchronous orbit (i.e., orbit in sync with the Earth).
Image source: Getty Images.
The military branch's space systems command (SSC) is running the sprawling program, and Intuitive is one of 14 vendors awarded indefinite delivery/indefinite quality (IDIQ) contracts within it.
Two days later, Intuitive took the wraps off its first quarter results. The company missed analyst estimates on both the top and bottom lines, yet the earnings report included several bright spots to help sustain Mr. Market's optimism. Among these was a near tripling of revenue on a year-over-year basis, and a reaffirmation of estimates-topping sales guidance.
Despite the double miss, several pundits tracking Intuitive's stock published bullish post-earnings updates on its prospects. One in this group was Austin Moeller of Canaccord, who raised his price target on the shares to $41 from $24 while maintaining his buy recommendation. Ditto for B. Riley's Mike Crawford; his change wasn't so dramatic (to $45 from $40), still he also held fast to his buy rating.
Also on earnings day, Intuitive announced the latest in a lengthening series of acquisitions. It divulged that it's buying a pair of related space businesses, Goonhilly Earth Station and Goonhilly USA. Investors took the company to heart when it wrote that the combined deal "significantly expands global ground station resources and capacity on Intuitive Machines' integrated space-to-ground network."
Intuitive said it is paying just over $49 million in cash and stock for the Goonhillys. It added the acquisitions were expected to close in the third quarter of this year.
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The SpaceX effect Finally, toward the end of the month, SpaceX's S-1 filing landed with all the impact and drama of a long-awaited space capsule thundering down to Earth. The company is aiming to notch an all-time record for IPO proceeds, potentially securing a $2 trillion valuation.
That lit quite the burner under space stocks generally, not least because there are few of them relative to other sectors such as tech or pharmaceuticals. Since Intuitive is one of the more proven companies in this still comparatively speculative industry, it received quite a boost, and exited the month with many investors full of hope about its future.
I think Intuitive is well placed to capitalize on the new Space Age that seems to be ramping up. It's a popular stock these days, but like many hot titles we've seen over the years, the broader industry lift could send it well higher. It's looking very much like a buy now.
The ARK Space & Defense Innovation ETF (ARKX +5.35%) offers actively managed exposure to disruptive space technologies, while the State Street SPDR S&P Aerospace & Defense ETF (XAR +6.62%) provides low-cost, indexed-based access to established aerospace and defense companies.
The aerospace and defense sectors have attracted greater attention as technological innovation accelerates in orbit and on the ground. Both the State Street fund and the ARK fund offer ways to capture this momentum, though they vary significantly in their cost structures, historical volatility, and sector concentrations.
Snapshot (cost & size)MetricARKXXARIssuerARKSPDRExpense ratio0.75%0.35%1-yr return (as of May 29, 2026)78.70%50.90%Dividend yieldNone0.30%Beta1.390.99assets under management (AUM)$1.1 billion$6.5 billionBeta measures price volatility relative to the S&P 500; beta is calculated from five-year monthly returns. The 1-yr return represents total return over the trailing 12 months. Dividend yield is the trailing-12-month distribution yield.
Investors may find the State Street fund significantly more affordable than the ARK fund. The State Street fund operates with an expense ratio that is less than half of what is charged for the ARK fund’s active management.
Performance & risk comparisonMetricARKXXARMax drawdown (4 yr)(25.60%)(20.50%)Growth of $1,000 over 4 years (total return)$2,475$2,693What's insideThe State Street SPDR S&P Aerospace & Defense ETF (XAR) follows a modified equal-weighted index, which helps provide unconcentrated exposure to large-, mid-, and small-cap stocks in the industry. It focuses almost exclusively on the industrial sector, accounting for 99.00% of its portfolio. This fund launched in 2011 and maintains 41 holdings, with its largest positions including Rocket Lab USA (RKLB +9.42%) at 5.98%, Intuitive Machines (LUNR +15.56%) at 3.31%, and Carpenter Technology (CRS +7.75%) at 3.29%. It paid $0.88 per share over the trailing 12 months.
The ARK Space & Defense Innovation ETF (ARKX) is actively managed and looks to identify companies involved in orbital and suborbital aerospace, enabling technologies, and aerospace beneficiaries. Launched in 2021, the fund takes a more diversified approach, allocating 56.00% to industrials, 27.00% to technology, and 8.00% to consumer cyclicals. It currently holds 45 securities. Its top positions include Rocket Lab USA at 8.94%, Advanced Micro Devices (AMD +7.97%) at 7.84%, and L3Harris Technologies (LHX +3.03%) at 7.04%. The fund does not have a trailing-12-month dividend.
For more guidance on ETF investing, check out the full guide at this link.
Which looks like the better buyThe ARK Space & Defense Innovation ETF (ARKX) and the State Street SPDR S&P Aerospace & Defense ETF (XAR) are both defense sector exchange-traded funds (ETFs). Here’s how they stack up to one another.
First, let’s examine ARKX. This fund spans a variety of innovative sub-sectors, including rocketry, artificial intelligence (AI), and electric vertical takeoff and landing (eVTOL) aircraft. Top holdings include Advanced Micro Devices (AMD +7.97%), Amazon (AMZN +1.48%), Archer Aviation (ACHR +4.95%), Joby Aviation (JOBY +6.09%), and Palantir (PLTR +0.76%). While there is representation from large defense contractors, I would consider this fund more of an innovation ETF, with its significant holdings of forward-looking tech companies. ARKX has a relatively high expense ratio of 0.75% and pays no dividend.
Then, there’s XAR. This fund is more solidly focused on defense contractors and aerospace companies. Top holdings include Boeing (BA +6.04%), HEICO (HEI +5.82%), and Curtiss-Wright (CW +5.50%). XAR has an expense ratio of 0.35% and has a modest dividend yield of 0.3%.
In summary, these two funds offer compelling choices for investors considering the aerospace or defense sectors. ARKX is likely the better choice for more aggressive investors, with its mix of innovative tech companies. XAR will likely be favored by investors more specifically interested in the aerospace sector. At any rate, both funds have performed well over the last year, with ARKX delivering a 76% total return and XAR posting a 46% total return.
Jake Lerch has positions in Amazon, Boeing, and Rocket Lab and has the following options: long December 2026 $30 puts on Rocket Lab. The Motley Fool has positions in and recommends Advanced Micro Devices, Amazon, Boeing, Curtiss-Wright, Heico, Intuitive Machines, L3Harris Technologies, Palantir Technologies, and Rocket Lab. The Motley Fool has a disclosure policy.
For the second time in less than six months, Intuitive Machines (LUNR +15.56%) is raising cash -- and boy, oh boy, are investors mad! Shares of the space stock plummeted 12.8% through noon ET Wednesday.
And why?
Just a few months ago, if you recall, Intuitive Machines sold $175 million in new stock to help pay for its purchase of satellite-builder Lanteris (which Intuitive will use to build its constellation of Earth-to-moon communications satellites under contract with NASA). Investors promptly sold off Intuitive stock on that news.
Today, they're selling again after Intuitive informed the SEC it plans to sell "up to $500 million" in new stock.
Image source: Getty Images.
"Past performance is no guarantee..." If there's good news here, it's that the LUNR sell-off today is a bit smaller than the one four months ago -- despite much more money being raised.
Part of the reason investors are being somewhat more forgiving this time around is that Intuitive stock has performed remarkably since its last capital raise. Priced close to $15 in February, Intuitive shares have since shot up past $30 on SpaceX IPO fever.
As a result, Intuitive can now raise nearly three times as much money ($500 million) by selling only a few more shares (14.7 million) than it sold four months ago (when nearly 12 million $15 shares sold yielded just $175 million).
Today's Change
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Current Price
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What this means for Intuitive Machines shareholders That said, today's announced sale is still going to dilute Intuitive Machines shareholders quite a bit. Adding 14.7 million shares to the 160.5 million already outstanding will result in 9.1% dilution. That's assuming Intuitive raises the full $500 million. For now, the plan is to raise "up to" that amount through sales "from time to time."
No need to panic just yet.
Rich Smith has positions in Intuitive Machines. The Motley Fool has positions in and recommends Intuitive Machines. The Motley Fool has a disclosure policy.
The long-awaited SpaceX initial public offering (IPO) is rapidly approaching. June 12 is the big day, but you don't have to wait that long to buy space stocks. In fact, loading up on the sector in the days leading up to the SpaceX IPO could be a prudent move. Some stocks in the industry have been rallying as the excitement builds, and these three are particularly worth monitoring.
AST SpaceMobile AST SpaceMobile (ASTS +11.73%) works with telecom companies to make cell service more accessible worldwide. Its satellite-based cellular broadband networks act as an alternative for consumers where they cannot connect to terrestrial cell towers.
Today's Change
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10.24
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The company launched the largest commercial communications satellite ever into orbit in late 2025, and plans one to two satellite launches per month this year. AST SpaceMobile intends to have a constellation of 45 satellites in orbit by the end of the year. A large backlog between the U.S. government and telecom providers offers the foundation for reaching that goal.
The company's sales could accelerate quickly, especially as it demonstrates it can launch more satellites at scale. The $70.9 million it booked in revenues in 2025 is dwarfed by its 2026 revenue projection range of $150 million to $200 million. AST SpaceMobile said its backlog is enough to achieve half of its full-year revenue guidance.
The space company will have to burn through more cash before it is in a position to reach profitability, however. Its $191 million in Q1 net losses serves as a strong reminder of that reality. That's the main downside right now, but AST SpaceMobile has plenty of cash on its books to see it through its start-up phase.
Image source: Getty Images.
The satellite communications company has more than $3 billion in cash and a current ratio above 18. Short-term liabilities aren't much of a problem for it, and with governments and leading telecom providers invested in AST SpaceMobile's success, it appears to be only a matter of time before the company becomes profitable.
Intuitive Machines Intuitive Machines (LUNR +15.56%) doesn't build rockets, but it is a key provider of essential space infrastructure. Just as an artificial intelligence (AI) chip has many components, the space industry has many parts. Intuitive Machines specializes in building spacecraft that go inside rockets.
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The company has government contracts that translate into growing business opportunities. For instance, Intuitive Machines recently announced that it had won two prime contracts for lunar reconnaissance -- one with NASA to operate the camera of the Lunar Reconnaissance Orbiter, and the other to operate a "specialized lunar imaging camera on board the Korea Pathfinder Lunar Orbiter that provides visibility in light obscured conditions such as dark and shadowed regions of the Moon."
Lunar exploration has the potential to be a big deal for the economy because the moon hosts pockets of valuable resources like helium-3 and lunar ice. It is hoped that lunar ice could be extracted and converted into rocket fuel for interplanetary missions, as well as drinking water for astronauts.
Intuitive Machines is also posting juicy financial growth that has turned it from a speculative pick into a space stock capable of driving meaningful long-term returns. The company brought in $210.1 million in 2025 revenue, and management's guidance is for $900 million to $1 billion in 2026 revenue.
Intuitive Machines started 2026 strong with $186.7 million in Q1 revenue, nearly tripling year over year. Its recent Lanteris acquisition played a big role in that growth, and helped the company achieve positive adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA).
Rocket Lab Rocket Lab (RKLB +9.42%) specializes in launching rockets, and it continues to sign big contracts. The company generated a record-breaking $200 million in revenue in Q1, and closed the period with a $2.2 billion backlog. Its 63.5% year-over-year top line increase came with a 20.2% sequential improvement in backlog.
Gains like those would be a good combination for any growth stock, especially in a high-demand industry like space exploration. Rocket Lab also expanded its services by acquiring laser optical communications terminal provider Mynaric. And it signed an agreement to acquire Motiv Space Systems, which specializes in space robotics, motion control systems, and precision mechanisms for spacecraft.
Rocket Lab is keeping its foot on the accelerator, as management offered Q2 revenue guidance in the $225 million to $240 million range. So far, Rocket Lab stock has more than quadrupled over the past year, and as its sequential growth continues, Rocket Lab can continue to outpace the S&P 500.
Top space stocks are in a freefall this week, with Virgin Galactic (NYSE: SPCE) falling to $4.25, its lowest level since May 28. It has slumped by over 53% from its highest point last week.
Intuitive Machines LUNR stock has dropped by 30% from its highest point last week, while Rocket Lab (RKLB) has fallen to $114 from the year-to-date high of $151. Most notably, the Tema Space Innovators ETF (NASA) has dropped to $35.2, down from the year-to-date high of $42.75.
These stocks are falling as we predicted last week during their bull market. The main reason for this is that the SpaceX IPO is nearing, leading to profit-taking among investors who benefited from the bull run.
In theory, SpaceX IPO should benefit companies in the industry. For one, it will be the biggest initial public offering on record, with the company raising $75 billion at a $1.75 trillion valuation.
Still, there are concerns that this IPO will be bearish for these companies. For one, the company recently slashed its IPO valuation from $2 trillion to $1.75 trillion. That is a sign that the company may have experienced weak demand during its roadshow. On Wednesday, analysts at Morningstar predicted that the real valuation is about 50% below the expected level.
Most importantly, companies tend to drop sharply after their IPOs. A closer look at the top IPOs since last year shows that most of them have crashed. Some of the most notable ones are companies like Medline, Cerebras, Venture Global, Klarna, Circle Internet, Figma, and Chime.
The ongoing Rocket Lab, Intuitive Machines, and Virgin Galactic stocks crash is also happening amid concerns about their valuations. At its peak, Rocket Lab stock gained a market capitalization of nearly $90 billion. Intuitive Machines’ market cap jumped to over $10 billion. These are huge numbers for companies that are not making profits.
For example, Rocket Lab has a forward price-to-sales ratio of 72.90, while Intuitive Machines has a multiple of 13. Other space companies like Planet Lab and AST SpaceMobile have substantial multiples that are hard to justify for now.
At the same time, investors are taking profits after these stocks surged recently. For example, Rocket Lab stock was up by 485% from its lowest point last year, while LUNR was up by 470% in the same period. SPCE was up 313% from the lowest level this year. It is common for stocks to pull back after such a successful bull run as investors take profits.
So, is this the end of the space stocks bull run? Probably not, as the hype surrounding the IPO is still there. However, analysts are recommending caution when going long. For example, the average estimate for the RKLB stock is $97, down by 16% from the current level.
Key Takeaways LUNR surged 201.8% in six months, beating the industry's 4.2% drop and the sector's 1.8% gain.LUNR is still unprofitable; lunar spending and mission delays can squeeze margins and cash flow.LUNR agreed to buy Goonhilly to boost ground stations, yet trades at 7.45X P/S as earnings estimates fall. Intuitive Machines, Inc. (LUNR - Free Report) stock has gained 201.8% in the past six months, outperforming both the Zacks Aerospace-Defense industry’s decline of 4.2% and the broader Zacks Aerospace sector’s gain of 1.8%. It also came above the S&P 500’s return of 10.6% in the same time frame.
Image Source: Zacks Investment Research
Other industry players, such as Lockheed Martin (LMT - Free Report) and The Boeing Company (BA - Free Report) , have also delivered a similar stellar performance in the past six months. Shares of LMT and BA have risen 13.2% and 4.3%, respectively, in the said period.
LUNR’s recent gains may draw investor attention. However, before investing, it is important to evaluate whether the company’s fundamentals are strong enough to support sustained long-term growth or if the recent rally may be temporary. A closer look at LUNR’s growth stability can help investors make a more informed decision.
Headwinds for LUNRIntuitive Machines continues to face profitability challenges as ongoing investments in lunar missions, spacecraft technologies and space infrastructure pressure near-term earnings. While these investments support long-term growth, they may continue to limit profitability in the short run.
The company also operates in a highly competitive and capital-intensive space industry, where rising development and mission-related costs may affect margins and cash flow. In addition, risks related to mission delays, launch failures and challenges in achieving key lunar milestones could impact future growth and financial performance.
Supply-chain disruptions and labor shortages across the aerospace and space industries also remain potential challenges. These issues could result in production delays and higher operating costs for Intuitive Machines. Larger aerospace and defense companies such as Lockheed Martin and Boeing continue to face similar supply-chain and workforce pressures, reflecting broader industry-wide challenges. The company is also exposed to risks related to government contract funding, changing budget priorities and delays in mission execution, which could affect growth and profitability.
Tailwinds for LUNRIntuitive Machines is benefiting from increasing demand for lunar missions and space infrastructure, driven by rising government and commercial interest in Moon exploration. The company is also expanding its capabilities through acquisitions and new contract opportunities.
In May 2026, Intuitive Machines announced an agreement to acquire Goonhilly Earth Station Ltd. and Goonhilly USA Inc. The acquisition is expected to strengthen the company’s communication network by expanding ground-station capacity and improving connectivity between spacecraft and Earth. This may help Intuitive Machines better serve civil, defense and commercial customers involved in lunar and space missions.
With continued business expansion and a growing role in key lunar programs, Intuitive Machines appears well-positioned to benefit from long-term growth opportunities in the space industry.
Estimates for LUNR’s Sales and EarningsThe Zacks Consensus Estimate for LUNR’s 2026 sales implies year-over-year growth of 341.9%. The consensus estimate for its 2026 earnings indicates a year-over-year decrease of 2.4%.
Image Source: Zacks Investment Research
The downward revision in its 2026 and 2027 earnings over the past 60 days suggests investors’ decreasing confidence in this stock’s earnings generation capabilities.
Image Source: Zacks Investment Research
LUNR’s ValuationIn terms of valuation, LUNR’s forward 12-month price-to-sales (P/S) is 7.45X, a premium to the industry average of 2.51X. This suggests that investors will be paying a higher price than the company's expected earnings growth compared with its industry average.
Image Source: Zacks Investment Research
Lockheed Martin and Boeing are trading at a discount in comparison with LUNR. LMT’s forward 12-month P/S is 1.47X, while BA’s forward 12-month P/S is 1.62X.
What Should an Investor Do Now?Intuitive Machines is benefiting from growing demand for lunar missions and increasing participation in government and commercial space programs. The company is also expanding its capabilities through acquisitions and new contract opportunities, which may support long-term growth. However, continued operating losses, high investment requirements and execution-related risks remain key concerns for its growth outlook. The stock’s valuation also remains higher than the industry average, which may limit its near-term upside potential.
Furthermore, analysts have lowered their earnings estimates for 2026 and 2027 over the past two months, indicating a more cautious outlook for the company’s future profitability. Given these challenges, it is advisable to avoid the stock at present.
LUNR currently carries a Zacks Rank #4 (Sell).
You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Space stocks are catching a strong updraft in midday trading. Virgin Galactic (NYSE:SPCE) stock is up 14% to $4.87, while Rocket Lab (NASDAQ:RKLB | RKLB Price Prediction) stock is climbing 6% to around $122.
The likely backdrop: SpaceX’s IPO roadshow is currently underway, and the buzz appears to be lifting sentiment across the publicly traded space proxies. Per Financial Times reporting, SpaceX’s IPO could raise up to $86 billion at a pitched valuation of $1.78 trillion, with Goldman Sachs as the lead investment bank.
This looks like a classic IPO halo trade, where heightened attention on a private giant lifts adjacent public names. That framing is plausible, not confirmed, and today’s moves also include a healthy dose of rebound action from recent weakness in both Virgin Galactic stock and Rocket Lab stock.
SpaceX Roadshow Buzz Appears to Lift Public Space Proxies The SpaceX listing is one of the most anticipated IPOs in years. The prediction markets agree: Polymarket pricing implies a 98.4% probability of a SpaceX IPO by June 30, with the December 31 deadline trading near 99.4%.
SpaceX’s Form S-1 underscores the scale of the franchise drawing in capital. The company says it has raised over $9 billion of equity capital since 2002, and in 2025 its Connectivity segment generated income from operations of $4,423 million and Segment Adjusted EBITDA of $7,168 million. That kind of profile is bringing fresh eyes to anything labeled “space” on a public exchange.
Virgin Galactic and Rocket Lab are two of the most accessible ways for retail traders to get sector exposure today. Reddit chatter reflects it: an investing-subreddit thread asking “How do you think the SpaceX IPO will affect other space stocks (RKLB, ASTS, LUNR, etc.)?” has been a primary driver of RKLB conversation this week.
Rebound Dynamics Are Doing Some of the Work Today’s pop looks like it’s part of a continuation move. Virgin Galactic stock has been wildly volatile, yet it’s still up 93% over the past month. The fundamentals remain pre-commercial, with Q1 2026 revenue of just $227,000 and a quarterly net loss of $65 million.
However, the longer arc is brutal. Virgin Galactic stock is down 99% over five years, a reminder that IPO-halo enthusiasm and underlying business economics can sit in very different places. CEO Michael Colglazier has stated that the company remains on track to commence flight testing in Q3 and spaceflight in Q4 of this year.
Rocket Lab tells a very different story under the hood. RKLB stock has been volatile heading into today, so the move is partly recovery, yet shares remain up 350% over the past year and 74% year to date.
On the business side, Rocket Lab posted Q1 2026 revenue of $200 million, up 64% year over year, with a backlog of $2.2 billion. CEO Peter Beck declared the quarter “another exceptional quarter with record financial performance of more than $200 million in revenue”, with the Neutron medium-lift rocket on track for a debut launch later in 2026.
What to Watch Into the Close The near-term catalyst calendar is dense. SpaceX’s roadshow feedback, potential pricing as early as June 11, and a possible June 12 debut under ticker SPCX could keep space-trade sentiment elevated, or trigger profit-taking once the listing prints.
Investors can watch whether today’s gains in Virgin Galactic stock and Rocket Lab stock hold into the close, or fade as a typical volatile-name bounce. Both remain speculative tickers, and prudent investors may want to size their positions accordingly and manage their risk around the SpaceX pricing window.
Beyond the IPO, the next concrete catalysts can come from Rocket Lab’s Neutron debut and Virgin Galactic’s Q3 2026 flight-testing milestone. Those are the moments when IPO-halo enthusiasm could meet, or part ways with, the fundamentals.
Blue Origin’s New Glenn pad will take a minimum of a year to rebuild after a hot fire test obliterated the company’s only launch infrastructure for the vehicle, marking the first pad explosion since the Soviet N1 rocket in 1969. NASA’s Artemis lunar rover ride just vaporized, SpaceX inherits the entire federal manifest by default, and public investors can’t buy SpaceX. They can buy the proxies. Here are the five I’m watching, and the #1 name is not the one you think.
1. Rocket Lab (the surprise lead) Rocket Lab (NASDAQ:RKLB | RKLB Price Prediction) sits in the bullseye for a reason most generalist investors miss: Neutron, the company’s medium-lift rocket, is targeted for a Q4 2026 debut, which makes Peter Beck’s team the only credible near-term US alternative to Falcon 9 in the medium-lift class with New Glenn sidelined. The SpaceX S-1 itself names Rocket Lab as a launch competitor “expanding into medium-lift payloads”. That sentence just got a lot more valuable.
The Q1 26 earnings report backs it up. Revenue hit $200.35M, up 63.5% year over year, beating $189.41M estimates, backlog jumped to $2.20B, up 20.2% sequentially, and Beck disclosed an $816M SDA contract for 18 Tracking Layer Tranche 3 satellites alongside selection for the Department of War Space Based Interceptor program under Golden Dome. Shares are up 52% in the last month and 346% over the past year, closing Thursday at $119.95.
I’ve been tracking Rocket Lab since the SPAC days and the composite sentiment now sits at 60.84, bullish. The breadcrumb to stock #2: if Falcon 9 is now the only show in town, who needs the most flights on it?
2. AST SpaceMobile AST SpaceMobile (NASDAQ:ASTS) is building a direct-to-cell broadband constellation, and every BlueBird satellite rides a SpaceX rocket to orbit. Abel Avellan’s roadmap calls for BlueBird 8/9/10 launching mid-June on Falcon 9, with roughly 45 BlueBirds in orbit by year-end 2026 and launches every 1 to 2 months. Blue Origin’s exit tightens ASTS’s lock on the only launch provider that can actually deliver the cadence.
Q1 26 was lumpy. Revenue came in at $14.73M, up roughly 1,950% year over year but missing the $36.58M consensus, and net loss landed at $191.01M. The balance sheet absorbs that: pro forma liquidity sits above $3.9B after the $1.07B convertible, and management is guiding 2026 revenue of $150M to $200M with roughly 60 MNO partners covering 3B+ subscribers.
The trade is asymmetric. Shares ran 68% in the past month to $107.29, sit well above the $87.67 50-day moving average, and the analyst target of $82.02 is now below the tape. That gap closes one of two ways. Next up, the obvious anchor.
3. Lockheed Martin (the heavyweight) Lockheed Martin (NYSE:LMT) is the prime contractor on Orion, the NASA crew capsule that just completed the Artemis II lunar flyby and splashdown. With New Glenn out of the human-rated picture for the foreseeable future, Artemis architecture rides SpaceX-adjacent infrastructure and a Lockheed-built crew vehicle. That is a contractual moat you cannot replicate in a year.
Q1 26 delivered $18.02B in revenue, with Space segment sales of $3.43B up 7% year over year, and Jim Taiclet reaffirmed FY26 guidance of sales of $77.5B to $80B, EPS of $29.35 to $30.25, and free cash flow of $6.5B to $6.8B. Backlog set a fresh record. EPS for Q1 came in at $6.44 versus $6.70 expected, a miss the market shrugged off because of the production rate guidance: Patriot, THAAD, and PrSM ramping 3 to 4 times.
LMT trades at $519.05, up 3% over the last month and 9% year to date. This is the boring compounder of the basket. The next name is anything but boring.
4. Northrop Grumman Northrop Grumman (NYSE:NOC) makes the GEM 63 and GEM 63XL solid rocket motors that strap onto ULA’s Vulcan rocket, the only certified national security backup to Falcon 9 now that New Glenn is on the bench. Kathy Warden’s team also builds the HALO module, the literal habitation element of NASA’s lunar Gateway. Two distinct shots on goal in the Artemis stack, and both got more valuable on the pad explosion.
Q1 26 revenue was $9.88B, up 4.4% year over year, beating the $9.76B estimate, with Space Systems revenue at $2.48B and backlog of $95.61B. Q4 awards included $2.5B in GEM 63 rocket motors and $0.8B for SDA Tranche 3 Tracking Layer. Aeronautics flipped from a loss to $305M in operating income on the B-21 ramp.
NOC Metric Value P/E 17x Dividend yield 1.72% Analyst target $696.95 Current price $545.17 The stock is the laggard of the five, down 4% year to date, which is exactly why it interests me. The market has not repriced the Artemis supply-chain implications yet. That sets up the payoff.
5. Intuitive Machines (the payoff) Intuitive Machines (NASDAQ:LUNR) is the pure-play NASA lunar prime. Every Commercial Lunar Payload Services task order Steve Altemus’s team has won rides a Falcon 9 to the Moon. With Blue Origin’s New Glenn out for at least a year, LUNR’s lunar manifest gets accelerated. That is the inversion most investors are missing.
Q1 26 revenue hit $186.73M, up 198.7% year over year, adjusted EBITDA flipped positive to $2.67M, and backlog set a record at $1.06B. Management guides FY26 revenue to $900M to $1B with positive adjusted EBITDA. The contract stack is staggering: a $180.4M fifth CLPS task order from NASA, US Space Force Andromeda IDIQ ceiling of $6.2B, and MDA SHIELD IDIQ ceiling of $151B.
Reddit caught the inversion before Wall Street did. Sentiment cratered to 32 (bearish) on May 27 at 3am ET after the headline “$LUNR Intuitive Machines falls after NASA names Blue Origin to deliver the first Lunar Terrain Vehicle” hit, then recovered to very_bullish 85 within hours. Days later, Blue Origin’s pad blew up. The stock now sits at $33.63, up 107% year to date and 204% over the past year, with analyst targets at $40.78 and 7 Buy ratings against 1 Strong Sell.
The close Blue Origin needed a competitor to keep SpaceX honest, and that competitor just stopped existing for at least 12 months. NASA’s lunar architecture, the SDA tracking layer, every commercial constellation with a 2026 manifest: all of it now flows through one launch provider and the five contractors above. The window to position before the rest of the Street rewrites its space models is narrow. The pad is rubble. The orders are not waiting.
Leave it to the U.S. government to take a concept like "as easy as one, two, three" -- and make it confusing.
Last week, NASA held a press conference to lay out to the public its plans for establishing a Moon Base that will one day see astronauts residing more or less permanently on Earth's biggest satellite. Running just over an hour, the conference kicked off with NASA Administrator Jared Isaacman outlining three stages, starting now and continuing through 2032 and "beyond," during which NASA will build a Moon Base encompassing hundreds of square miles of lunar surface.
That same day, NASA announced precisely three new Moon Base contracts, dubbed Moon Base I, II, and III, hiring private space companies to send lunar landers to the moon. But Isaacman's Moon Base Phases 01, 02, and 03 are not the same thing as the Moon Base I, Moon Base II, and Moon Base III contracts.
Image source: NASA / Edmy S. Cruz Reyes.
Three phases of the Moon Base Let's cover the big picture first -- the phases for building the Moon Base:
Phase 01, running from now through 2029, lays the foundation for subsequent phases and focuses on ensuring "reliable access" to the lunar surface through developing and testing lunar landers and the rockets that will take them to the moon. Autonomous vehicles (space drones and lunar rovers) will be tested on the surface, and communications and observation satellites will be put into orbit. Landings will focus on the lunar South Pole region, specifically on the Shackleton Connecting Ridge, and will be conducted under Commercial Lunar Payload Services (CLPS) contracts.
Phase 01 accomplished, NASA will shift into Phase 02, which will see the Moon Base reach "initial operating capability" to host astronauts on the lunar surface for short periods by 2032. Semi-permanent habitations will be built, nuclear and solar power established, and pressurized rovers deployed. NASA intends to set up a surface communications system as well, similar to cellphone tower networks on Earth.
This accomplished, from 2032 and beyond, NASA will establish a "semi-permanent" presence on the moon during Phase 03. Astronauts will arrive and work on the surface, probably for months at a time -- similar to how the International Space Station is crewed currently.
Unlike on the space station, which floats alone in a vacuum, the Moon Base in Phase 03 will have access to in situ resources on the moon. Phase 03 will see these resources exploited to build infrastructure (housing, solar panels, factories, and so on) as NASA begins mining the moon. Depending on what NASA finds to extract, the space agency plans to set up a system for sending products back to Earth, establishing the solar system's first interplanetary trade.
Three (or four) missions to get it all started But let's not get ahead of ourselves. Flipping back to Phase 01, NASA has outlined three specific missions it wants to get the ball rolling:
Moon Base 1 will be the first such mission, blasting off no earlier than fall of 2026*. Blue Origin will send its robotic Mk 1 Endurance lander to deliver multiple payloads to Shackleton Connecting Ridge, paving the way for a later crewed landing of Blue's Mk 2 lander in 2028. Blue Origin will later launch a second Mk 1 lander carrying a Volatiles Investigating Polar Exploration Rover (VIPER) in late 2027* to search for water ice on the moon.
The second mission, Moon Base 2, aims for an end-of-2026 launch atop a SpaceX Falcon Heavy rocket. The largest commercial payload ever sent to the moon, Moon Base 2 will deliver an Astrobotic Griffin-1 Endeavor lander with more than 500 kilograms of cargo -- including a Flip Lunar Terrain Vehicle from Astrolab.
Moon Base 3, also scheduled for an end-of-2026 launch, will use a smaller SpaceX Falcon 9 rocket to send Intuitive Machines' (LUNR +15.56%) IM-3 lander to the moon. IM-3 will carry payloads from the European Space Agency and Korea Astronomy and Space Science Institute (KASI), as well as a Lunar Vertex payload under the Payloads and Research Investigations on the Surface of the Moon (PRISM) project. This latter payload will investigate "magnetic anomalies" on the moon.
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Finally, NASA includes a MoonFall mission from Firefly Aerospace (FLY +17.80%) in Phase 01, scheduled to take place in 2027. Here, a Firefly Elytra spacecraft will deploy four Jet Propulsion Laboratory MoonFall hopping drones above the lunar surface. These drones will land on and then hop around the moon, mapping the surface and scouting out "locations that are difficult or impossible for traditional rovers to access."
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Tallying it all up In total, NASA plans to conduct 25 launches and 21 landings (it's unclear, for example, whether Elytra will actually land or simply orbit) on the moon. By the time 2029 wraps up, we should have two separate Lunar Terrain Vehicles on the moon, one ground drone, four hoppers, and a VIPER rover -- 4 tons of cargo in all, spread across a Moon Base hundreds of square miles in area.
*The best laid plans of mice and NASA Two days after NASA held its Moon Base press conference, its plans were shaken to the core by a massive explosion that destroyed a Blue Origin New Glenn rocket -- the very rocket Blue Origin intends to use for two of its launches in Phase 01 -- and heavily damaged the company's only launch pad. Blue Origin insists it will be able to repair the damage and resume flying New Glenn rockets before the end of 2026, but even if that's possible, it will delay NASA's Moon Base 1 mission by at least three months -- and probably more.
What this does to the rest of the schedule for the various launches, as well as the long-term planned phases, remains to be seen. NASA plans to award $20 billion worth of Moon Base contracts across the three phases. Investors, however, must now anticipate that the revenue flowing from these contracts could be delayed by months, if not years.
By now, you've heard the news: Intuitive Machines (LUNR +15.56%) has lost the Lunar Terrain Vehicle (LTV) contract, at least for now, "helping" to set the stage for a rapid-fire 33% sell-off in the space stock's shares last week. Wall Street analysts had been betting on NASA to reward Intuitive, the first space company to land on the moon since the Apollo era half a century ago, with a lunar rover contract, too.
Instead, NASA picked two lower-profile space companies to build its first two rovers: privately held Astrolab and Lunar Outpost.
Image source: Astrolab.
NASA makes its choice As part of a wide-ranging "update on Moon Base rovers, landers, missions" last month, NASA announced that it has awarded two firm-fixed-price contracts for lunar rovers. Astrolab will receive $219 million to build its Crewed Lunar Vehicle, or CLV‑1, based on the company's Jeep Wrangler-sized "FLEX" rover design.
The 1-ton vehicle can travel at 6 mph and can carry two astronauts and/or up to 1.6 metric tons of supplies. Astronauts can drive it, or it can be operated remotely. Partners, including Hewlett Packard Enterprise (HPE +2.88%), Axiom Space, and Venturi Space, assisted in developing it.
NASA awarded a similar $220 million to Lunar Outpost to build a Pegasus rover -- also a modified and lighter design, this one based on Lunar Outpost's Eagle rover.
Pegasus is described as having manual, remote-control, and autonomous driving modes and can travel up to 9 mph. Lunar Outpost says Pegasus should have a lifespan of about a year and can travel roughly 560 miles before it must be replaced. To build the vehicle, Lunar Outpost enlisted a team of much better-known partners, including General Motors (GM +1.93%), Goodyear Tire & Rubber (GT +2.04%), and Leidos (LDOS +0.32%).
What happens next? Both Astrolab and Lunar Outpost are expected to spend the next 18 months designing, building, and testing their rovers, implying they should be ready to go by December 2027. Assuming all goes well, they will then be loaded into Blue Origin's Blue Moon Mk 1 lunar landers, carried by Blue Origin New Glenn rockets, for delivery to the moon -- with plenty of time to accompany NASA's astronauts on the 2028 Artemis IV moon landing and subsequent missions.
(Note: On May 28, a New Glenn rocket exploded during a routine engine test, destroying Blue Origin's launch pad in the process. This may push the timeline out a bit, and give Astrolab and Lunar Outpost even more time.)
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And what about Intuitive Machines? Meanwhile, the question Intuitive Machines investors want answered is simply: Is this the end? With Astrolab and Lunar Outpost having snapped up both rover contracts, does this leave Intuitive out in the cold?
The answer is: not necessarily. While Intuitive was shut out of the first $439 million in contract awards, NASA has budgeted some $4.6 billion for the LTV project, and says it will "expand opportunities for additional vendors through on‑ramp competitions ... as Moon Base efforts advance." This probably means that Intuitive Machines will have further opportunities to bid for LTV work.
Fingers crossed.
Rich Smith has positions in Intuitive Machines. The Motley Fool has positions in and recommends Hewlett Packard Enterprise, Intuitive Machines, and Leidos. The Motley Fool recommends General Motors. The Motley Fool has a disclosure policy.
Key Takeaways LUNR is evolving from a lunar explorer into a diversified space technology platform.Commercial, civil, and national security customers contributed 35%, 38%, and 27% to Q1 revenues.LUNR is expanding via satellite production, NASA lunar programs, and Space Force opportunities. Intuitive Machines, Inc. (LUNR - Free Report) has traditionally been viewed as a lunar exploration company. While lunar missions remain an important part of its long-term strategy, the company is increasingly evolving into a diversified space technology platform serving commercial, civil and national security customers. During the first quarter, 35% of revenues came from commercial customers, 38% from civil space programs, and 27% from national security initiatives.
The commercial segment continues to benefit from growing demand for satellite manufacturing and space-based services. Through the recently acquired Lanteris Space Systems business, Intuitive Machines now participates in the production of commercial communications satellites and other spacecraft platforms. Projects such as SXM-11 and EchoStar XXV demonstrate the company's expanding presence in commercial satellite markets.
At the same time, the civil space business continues to be supported by NASA programs, including Commercial Lunar Payload Services missions and future Moon Base initiatives. The company continues to advance multiple lunar missions while pursuing larger opportunities tied to long-term lunar infrastructure development.
National security has also become an increasingly important growth driver. Intuitive Machines is participating in multiple Space Development Agency programs and was selected by the U.S. Space Force for the anticipated Andromeda Indefinite Delivery Indefinite Quantity contract opportunity.
By serving multiple end markets and customers, Intuitive Machines may reduce its dependence on individual contract awards, mission schedules, or government funding cycles. The combination of commercial satellite production, lunar services, communications infrastructure, and national security programs creates several potential growth avenues that can support the business through different market environments.
Companies Leveraging Government & Commercial Space DemandSeveral aerospace and defense companies are also expanding across multiple end markets to create more balanced revenue streams:
Kratos Defense & Security Solutions (KTOS - Free Report) continues to diversify across defense systems, unmanned platforms, satellite communications, and space-related technologies, reducing reliance on any single government program.
Rocket Lab Corporation (RKLB - Free Report) has evolved beyond launch services into spacecraft manufacturing, satellite components, and space systems, creating multiple revenue sources across commercial and government customers.
LUNR Stock’s Earnings EstimatesThe Zacks Consensus Estimate for 2026 earnings per share implies a decrease of 2.38% year over year.
Image Source: Zacks Investment Research
LUNR Stock Trades at a PremiumIn terms of valuation, LUNR’s forward 12-month price-to-sales (P/S) is 6.54X, a premium to the industry’s average of 2.5X.
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LUNR Stock’s Price PerformanceIn the past three months, the company’s shares have risen 51.9% against the industry’s 13.5% decline.
Intuitive Machines stock is holding steady today. What’s the outlook for LUNR shares? What Is Driving Intuitive Machines Stock This Week?The highly anticipated SpaceX IPO roadshow is coming to a close, with final share pricing expected Thursday night and trading slated to begin Friday morning. The company is targeting a massive $1.75 trillion valuation, planning to price shares at $135 to raise approximately $75 billion.
This historic debut is creating a powerful “halo effect” across the entire space sector. Traders are aggressively positioning themselves ahead of Friday’s launch, driving a wave of incremental capital into listed space proxies. This sympathetic buying pressure is actively lifting names like Rocket Lab, Redwire and AST SpaceMobile as investors look to catch pieces of the sector’s momentum.
Critical Levels To Watch for LUNR StockMACD is the cleaner momentum lens right now: it's below its signal line with a negative histogram, which points to fading upside pressure versus the prior upswing unless buyers can reassert control. In plain English, MACD compares faster and slower trend signals—when it's below the signal line, momentum is cooling rather than building.
Key levels are fairly defined given where the moving averages sit and where the stock has been trading recently:
Key Resistance: $31.00 — a round-number area near the 50-day zone where rebounds can stall Key Support: $23.00 — a nearby floor that lines up with the broader uptrend area above the 100-day SMA Zooming out, the stock's 12-month gain of 148.40% shows the bigger trend has been powerful, but the gap to the 52-week high of $46.75 (reached in May) highlights how much air came out after the May swing high. With the 52-week low at $7.78 (set in November 2025), the longer-term bulls still have the benefit of a higher-high/higher-low backdrop, but the near-term task is repairing the damage below the 20-day and 50-day measures.
What Is Intuitive Machines?Intuitive Machines is a space infrastructure and services company focused on enabling sustained human activity beyond Earth. It designs, builds, integrates, and operates space systems, offering infrastructure-as-a-service across low Earth orbit, geostationary orbit, cislunar space and deep space.
That business mix matters in a week like this because the stock can trade less on one contract headline and more on shifting sentiment toward the whole "space" cohort, especially when investors are rotating away from crowded themes. The company's customer base spans commercial, civil, and national security users, and it sells both directly and through a broad partner network across North America, South America, Europe, Asia and Australia.
LUNR Stock Price Movement on ThursdayLUNR Stock Price Activity: Intuitive Machines shares were up 8.63% at $29.83 at the time of publication on Thursday, according to Benzinga Pro data.
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In this video, Motley Fool contributor Jason Hall breaks down a four-stock basket as an alternative to SpaceX: Rocket Lab Corp (RKLB +9.42%), Intuitive Machines (LUNR +15.56%), AST SpaceMobile (ASTS +11.73%), and Alphabet (GOOG +1.19%)(GOOGL +0.60%).
*Stock prices used were from the Morning of June 10, 2026. The video was published on June 11, 2026.
Jason Hall has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends AST SpaceMobile, Alphabet, Intuitive Machines, and Rocket Lab. The Motley Fool has a disclosure policy. Jason Hall is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through their link they will earn some extra money that supports their channel. Their opinions remain their own and are unaffected by The Motley Fool.
CHICAGO--(BUSINESS WIRE)--Tempus AI, Inc. (NASDAQ: TEM), a technology company leading the adoption of AI to advance precision medicine, today announced the launch of the PRECISION Challenge, a national initiative engineered to accelerate the next generation of oncology breakthroughs leveraging its foundational model. The PRECISION Challenge aims to unlock breakthroughs in oncology at scale by providing access to data, funding, and expertise to multidisciplinary teams around the world who seek t.
Tempus Launches the PRECISION Challenge, a National Program Opening Its Foundation Model Work to the Broader Research Community Tempus AI, Inc. (NASDAQ: TEM), a technology company leading the adoption of AI to advance precision medicine, today announced the launch of the PRECISION Challenge, a national initiative engineered to accelerate the next generation of oncology breakthroughs leveraging its foundational model. The PRECISION Challenge aims to unlock breakthroughs in oncology at scale by providing access to data, funding, and expertise to multidisciplinary teams around the world who seek to make bold advances in cancer treatment and improve patient outcomes.
The PRECISION Challenge will provide selected participants with an unprecedented ecosystem of resources, combining direct financial funding with scientific and analytical infrastructure. Program recipients will gain structured access to Tempus’ proprietary, de-identified data library—one of the world's largest repositories of clinical, molecular, and imaging data—alongside a suite of Tempus’ foundation models, agentic tooling, and compute infrastructure in the Lens Workspaces environment, designed to accelerate biological discovery from multimodal real world data.
As part of the PRECISION Challenge, Tempus and a group of external advisors will identify specific clinical and technical challenges for the research community to address, focused on advancing precision medicine in oncology by leveraging Tempus’ large multimodal foundation model.
The program will provide staged funding and compute resources tied to research milestones and demonstrated progress:
Proof of Concept Grant: $25,000 in funding and an allocation for compute to support early-stage development and feasibility testing. “Level-Up” Grant: $75,000 in funding and an allocation for compute to support more advanced development, such as demonstrating clinical performance, achieving model lock, or validating reproducibility. Additional rounds of funding and advanced computing resources will be available to further advance selected projects, including support for validation studies and external publication. "Oncology research is no longer bottlenecked solely by scientific hypotheses, but by immediate access to high-fidelity data and the massive computational power required to interpret it," said Ezra Cohen, MD, and Chief Medical Officer of Oncology at Tempus. "With the PRECISION Challenge, we are opening Tempus capabilities and allowing the broader research community to access the vast investments we have made in building our foundation model. We will embark on this effort collaboratively to address the fundamental questions in oncology that, before now, were impossible to address."
Tempus will announce the opening of applications for the inaugural cohort of the PRECISION Challenge in the coming months. Researchers and investigators are encouraged to apply.
About Tempus
Tempus is a technology company advancing precision medicine through the practical application of artificial intelligence in healthcare. With one of the world’s largest libraries of multimodal data, and an operating system to make that data accessible and useful, Tempus provides AI-enabled precision medicine solutions to physicians to deliver personalized patient care and in parallel facilitates discovery, development and delivery of optimal therapeutics. The goal is for each patient to benefit from the treatment of others who came before by providing physicians with tools that learn as the company gathers more data. For more information, visit tempus.com.
Forward Looking Statements
This press release contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended (the “Securities Act”), and Section 21E of the Securities Exchange Act of 1934, as amended, about Tempus and Tempus’ industry that involve substantial risks and uncertainties. All statements other than statements of historical facts contained in this press release are forward-looking statements, including, but not limited to, statements regarding expected outcomes and benefits of Tempus’ PRECISION Challenge. In some cases, you can identify forward-looking statements because they contain words such as “anticipate,” “believe,” “contemplate,” “continue,” “could,” “estimate,” “expect,” “going to,” “intend,” “may,” “plan,” “potential,” “predict,” “project,” “should,” “target,” “will,” or “would” or the negative of these words or other similar terms or expressions. Tempus cautions you that the foregoing may not include all of the forward-looking statements made in this press release.
You should not rely on forward-looking statements as predictions of future events. Tempus has based the forward-looking statements contained in this press release primarily on its current expectations and projections about future events and trends that it believes may affect Tempus’ business, financial condition, results of operations and prospects. These forward-looking statements are subject to risks and uncertainties related to: the intended use of Tempus’ products and services; Tempus’ financial performance; the ability to attract and retain customers and partners; managing Tempus’ growth and future expenses; competition and new market entrants; compliance with new laws, regulations and executive actions, including any evolving regulations in the artificial intelligence space; the ability to maintain, protect and enhance Tempus’ intellectual property; the ability to attract and retain qualified team members and key personnel; the ability to repay or refinance outstanding debt, or to access additional financing; future acquisitions, divestitures or investments; the potential adverse impact of climate change, natural disasters, health epidemics, macroeconomic conditions, and war or other armed conflict, as well as risks, uncertainties, and other factors described in the section titled “Risk Factors” in Tempus’ Annual Report on Form 10-K for the year ended December 31, 2025, filed with the Securities and Exchange Commission (“SEC”) on February 24, 2026, as well as in other filings Tempus may make with the SEC in the future. In addition, any forward-looking statements contained in this press release are based on assumptions that Tempus believes to be reasonable as of this date. Tempus undertakes no obligation to update any forward-looking statements to reflect events or circumstances after the date of this press release or to reflect new information or the occurrence of unanticipated events, except as required by law.
View source version on businesswire.com: https://www.businesswire.com/news/home/20260530598089/en/
Tempus Introduces 'Preview': Bridging the Critical Time Gap Between Diagnostic Order and Definitive Results Tempus AI, Inc. (NASDAQ: TEM), a technology company leading the adoption of AI to advance precision medicine, today announced the introduction of Tempus Preview, an application providing rapid, clinically significant insights that close the gap between the time of order and delivery of insights. Representing a significant paradigm shift in precision oncology workflows, Tempus Preview offers preliminary results in the critical window between when a diagnostic test is ordered and when final sequencing results are delivered by surfacing key mutation predictions within approximately 24 hours of tissue receipt.
The initial days following an advanced cancer diagnosis are critical for strategic treatment planning, yet clinicians have traditionally been forced to operate in an information vacuum while awaiting comprehensive genomic profiling results. Tempus Preview fundamentally redefines this diagnostic timeline. By combining Tempus’ multimodal data and advanced AI capabilities applied directly to the earliest touchpoints of the laboratory workflow, Tempus equips care teams to access early, clinically significant, information that can help inform complex decisions for patients and shorten the time between receipt of final molecular results and implementation of a personalized treatment plan.
At launch, Tempus Preview will focus exclusively on high-impact biomarkers where early insights can be critical, including:
Surfacing patients more likely to harbor microsatellite instability (MSI-H), a biomarker linked to improved response to immune checkpoint inhibitors and potential hereditary risk factors, in colorectal, endometrial, prostate, and esophagogastric cancers. Predicting EGFR mutations in non-small cell lung cancer (NSCLC), a biomarker that infers response to targeted therapy, but often lacks response to frontline immunotherapy. Highlighting increased probability of potential rare, yet clinically significant FGFR fusions in hepatobiliary and bladder cancers, that may indicate potential response to targeted therapy and improved patient prognosis if gene fusions are present. Shortly thereafter, Tempus Preview will expand to other critical biomarkers.
Tempus Preview’s biomarker predictions are powered by Paige Predict, an advanced AI model that analyzes standard H&E images to provide genomic insights. Paige Predict, trained on millions of slides, has been validated for clinical use as part of Tempus’ laboratory-developed test.
“At Tempus, our unique combination of a diagnostic lab and an advanced data platform enables us to build AI models powered by our unparalleled depth of real-world data,” said Eric Lefkofsky, Founder and CEO of Tempus. “That foundation creates a powerful flywheel: every insight strengthens our models, and every model helps generate more clinically meaningful insights for providers and patients. Tempus Preview brings this intelligence directly into the clinical workflow, delivering early, clinically relevant information within one day of sample receipt, which for many patients can mean the difference in how they are treated. This is our AI flywheel in action: transforming complex information into timely insights, delivered to physicians when they need them most.”
Additional details on Tempus Preview can be found here.
About Tempus
Tempus is a technology company advancing precision medicine through the practical application of artificial intelligence in healthcare. With one of the world’s largest libraries of multimodal data, and an operating system to make that data accessible and useful, Tempus provides AI-enabled precision medicine solutions to physicians to deliver personalized patient care and in parallel facilitates discovery, development and delivery of optimal therapeutics. The goal is for each patient to benefit from the treatment of others who came before by providing physicians with tools that learn as the company gathers more data. For more information, visit tempus.com.
Forward Looking Statements
This press release contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended (the “Securities Act”), and Section 21E of the Securities Exchange Act of 1934, as amended, about Tempus and Tempus’ industry that involve substantial risks and uncertainties. All statements other than statements of historical facts contained in this press release are forward-looking statements, including, but not limited to, statements regarding potential impact of Tempus Preview. In some cases, you can identify forward-looking statements because they contain words such as “anticipate,” “believe,” “contemplate,” “continue,” “could,” “estimate,” “expect,” “going to,” “intend,” “may,” “plan,” “potential,” “predict,” “project,” “should,” “target,” “will,” or “would” or the negative of these words or other similar terms or expressions. Tempus cautions you that the foregoing may not include all of the forward-looking statements made in this press release.
You should not rely on forward-looking statements as predictions of future events. Tempus has based the forward-looking statements contained in this press release primarily on its current expectations and projections about future events and trends that it believes may affect Tempus’ business, financial condition, results of operations and prospects. These forward-looking statements are subject to risks and uncertainties related to: the intended use of Tempus’ products and services; Tempus’ financial performance; the ability to attract and retain customers and partners; managing Tempus’ growth and future expenses; competition and new market entrants; compliance with new laws, regulations and executive actions, including any evolving regulations in the artificial intelligence space; the ability to maintain, protect and enhance Tempus’ intellectual property; the ability to attract and retain qualified team members and key personnel; the ability to repay or refinance outstanding debt, or to access additional financing; future acquisitions, divestitures or investments; the potential adverse impact of climate change, natural disasters, health epidemics, macroeconomic conditions, and war or other armed conflict, as well as risks, uncertainties, and other factors described in the section titled “Risk Factors” in Tempus’ Annual Report on Form 10-K for the year ended December 31, 2025, filed with the Securities and Exchange Commission (“SEC”) on February 24, 2026, as well as in other filings Tempus may make with the SEC in the future. In addition, any forward-looking statements contained in this press release are based on assumptions that Tempus believes to be reasonable as of this date. Tempus undertakes no obligation to update any forward-looking statements to reflect events or circumstances after the date of this press release or to reflect new information or the occurrence of unanticipated events, except as required by law.
View source version on businesswire.com: https://www.businesswire.com/news/home/20260530829355/en/
CHICAGO--(BUSINESS WIRE)--Tempus AI, Inc. (NASDAQ: TEM), a technology company leading the adoption of AI to advance precision medicine, today announced the launch of the next-generation of Lens, its pioneering agentic AI platform designed to accelerate drug development and research. This evolution seamlessly connects Tempus' multimodal data, AI tooling and computational infrastructure to deliver actionable insights at the pace required for drug development. The next-generation of the Lens platf.
Tempus Unveils the Next-Generation of Lens, Expanding its Agentic AI Platform for Oncology Drug Development Tempus AI, Inc. (NASDAQ: TEM), a technology company leading the adoption of AI to advance precision medicine, today announced the launch of the next-generation of Lens, its pioneering agentic AI platform designed to accelerate drug development and research. This evolution seamlessly connects Tempus’ multimodal data, AI tooling and computational infrastructure to deliver actionable insights at the pace required for drug development.
The next-generation of the Lens platform is built on over a decade of longitudinal real-world data and years of expertise translating that data into actionable evidence for biopharma. Lens combines one of the world's largest real-world multimodal datasets, high-performance AI computing, Tempus’ oncology foundation models, validated AI agents, and scientific workflows, all integrated into a single platform.
The platform was purpose-built to enable drug development teams to design better clinical trials, target patient subgroups faster, and generate critical evidence in a fraction of the time. Lens is commercially available today via lens.tempus.ai and is already utilized by a rapidly expanding user base, including 19 of the top 20 largest biopharma companies.
The multi-agent platform is designed to deliver a seamless, end-to-end experience through several specialized tools:
Custom Research Plan Generation: Lens Co-scientist agents have deep context on the Tempus RWD model and datasets available within a project, and are grounded in oncology knowledge for insight generation. Users can propose complex biological hypotheses using plain language and receive a targeted analysis plan that can be refined seamlessly by collaborating directly with the agent. On-Demand Execution: Once a plan is finalized, the agent executes the analysis in code against Tempus’ massive multimodal library—including more than 8.5 million queryable de-identified patient records—to deliver robust, code-backed results in minutes. Specialized AI Agents: Custom-validated agents designed to support common use cases of real-world data, such as biomarker validation and trial design support agents, are optimized for specific phases of drug development and translational workflows. Reproducible Intelligence: Results are delivered via interactive, shareable applications and reports. For deep validation and full transparency, users can instantly toggle to a “code” view to audit the underlying analytical logic or export the entire project to a private Workspace for further technical extension. "Drug development requires thousands of pivotal decisions between molecule and approval, and at its core, it is a navigation problem—most paths end in dead studies and wasted capital, which is why the industry needs a fundamentally different approach," said Ryan Fukushima, CEO of Data and Apps at Tempus. "Real-world multimodal data is complex, and turning it into decisions has historically required too much domain and data science expertise, resulting in weeks or months of manual analysis. The next generation of Lens consolidates this workflow into a single platform, with Tempus One serving as a co-scientist that does much of the heavy lifting. We've tuned every layer of the platform to empower biopharma teams to see the optimal development path clearly and make critical decisions faster than ever before."
For more information, including how to access Lens, please visit: lens.tempus.ai.
About Tempus
Tempus is a technology company advancing precision medicine through the practical application of artificial intelligence in healthcare. With one of the world’s largest libraries of multimodal data, and an operating system to make that data accessible and useful, Tempus provides AI-enabled precision medicine solutions to physicians to deliver personalized patient care and in parallel facilitates discovery, development and delivery of optimal therapeutics. The goal is for each patient to benefit from the treatment of others who came before by providing physicians with tools that learn as the company gathers more data. For more information, visit tempus.com.
Forward Looking Statements
This press release contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended (the “Securities Act”), and Section 21E of the Securities Exchange Act of 1934, as amended, about Tempus and Tempus’ industry that involve substantial risks and uncertainties. All statements other than statements of historical facts contained in this press release are forward-looking statements, including, but not limited to, statements regarding expected outcomes and benefits of Lens, including but not limited to features designed to accelerate drug development and research. In some cases, you can identify forward-looking statements because they contain words such as “anticipate,” “believe,” “contemplate,” “continue,” “could,” “estimate,” “expect,” “going to,” “intend,” “may,” “plan,” “potential,” “predict,” “project,” “should,” “target,” “will,” or “would” or the negative of these words or other similar terms or expressions. Tempus cautions you that the foregoing may not include all of the forward-looking statements made in this press release.
You should not rely on forward-looking statements as predictions of future events. Tempus has based the forward-looking statements contained in this press release primarily on its current expectations and projections about future events and trends that it believes may affect Tempus’ business, financial condition, results of operations and prospects. These forward-looking statements are subject to risks and uncertainties related to: the intended use of Tempus’ products and services; Tempus’ financial performance; the ability to attract and retain customers and partners; managing Tempus’ growth and future expenses; competition and new market entrants; compliance with new laws, regulations and executive actions, including any evolving regulations in the artificial intelligence space; the ability to maintain, protect and enhance Tempus’ intellectual property; the ability to attract and retain qualified team members and key personnel; the ability to repay or refinance outstanding debt, or to access additional financing; future acquisitions, divestitures or investments; the potential adverse impact of climate change, natural disasters, health epidemics, macroeconomic conditions, and war or other armed conflict, as well as risks, uncertainties, and other factors described in the section titled “Risk Factors” in Tempus’ Annual Report on Form 10-K for the year ended December 31, 2025, filed with the Securities and Exchange Commission (“SEC”) on February 24, 2026, as well as in other filings Tempus may make with the SEC in the future. In addition, any forward-looking statements contained in this press release are based on assumptions that Tempus believes to be reasonable as of this date. Tempus undertakes no obligation to update any forward-looking statements to reflect events or circumstances after the date of this press release or to reflect new information or the occurrence of unanticipated events, except as required by law.
View source version on businesswire.com: https://www.businesswire.com/news/home/20260531652876/en/
Gov. Gavin Newsom (D-CA) on Thursday criticized the President Donald Trump Administration's decision to introduce a $250 bill featuring a portrait of the President.
Earnings ResultsTechnology, Hardware & ITDell said that some of its biggest AI customers are signing multi-year server deals without knowing the final price, prioritizing access to computing power over cost as demand continues to overwhelm supply.
SemiconductorsIntel Corp. (NASDAQ:INTC) launched new Arc G-series processors for Windows handheld gaming PCs.
Automobile & AerospaceSpaceX, founded by billionaire Elon Musk, has reportedly adjusted its IPO valuation target to at least $1.8 trillion, from a previously estimated $2 trillion valuation.
Artificial IntelligenceOpenAI-Japanese banks are now at the center of a fast-moving geopolitical story. Japanese Finance Minister Satsuki Katayama confirmed that some Japanese financial institutions have received access to OpenAI’s GPT-5.5-Cyber model, specifically to defend against cyberattacks.
Anthropic overtook OpenAI as the world’s most valuable startup after raising $65 billion in Series H, valuing the company at $965 billion.
Tempus AI Inc (NASDAQ:TEM) revealed a significant expansion of new indications for its AI-enabled Next platform.
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CHICAGO--(BUSINESS WIRE)--Tempus AI, Inc. (NASDAQ: TEM), a technology company leading the adoption of AI to advance precision medicine, today announced the upcoming clinical availability of xH, a next-generation sequencing (NGS) test that uses a whole-genome sequencing (WGS) approach for the detection of actionable oncologic targets in peripheral blood and bone marrow samples from patients with hematologic malignancies. Tempus first announced the xH assay for research use only in January 2025.
CHICAGO--(BUSINESS WIRE)--Tempus AI, Inc. (NASDAQ: TEM), a technology company leading the adoption of AI to advance precision medicine, Yale New Haven Hospital (YNHH) and Memorial Sloan Kettering Cancer Center (MSK) today announced the launch of a digital pathology IMS Open-Source Consortium (“IMS Consortium”). Designed to accelerate the democratization and standardization of digital pathology, the consortium aims to bring together leading academic medical centers and industry partners to devel.
A month has gone by since the last earnings report for Tempus AI (TEM - Free Report) . Shares have lost about 11.2% in that time frame, underperforming the S&P 500.
Will the recent negative trend continue leading up to its next earnings release, or is Tempus due for a breakout? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at the latest earnings report in order to get a better handle on the important drivers.
Q1 Loss Narrower Than Estimate, Revenues Beat the MarkTempus AI reported a first-quarter 2026 adjusted loss of 13 cents per share compared with the year-ago quarter’s loss of 24 cents. The figure was narrower than the loss per share estimate by 38.1%.
GAAP loss per share was 70 cents compared with the year-ago quarter’s GAAP loss of 40 cents.
RevenuesFirst-quarter revenues totaled $348.1 million, which beat the Zacks Consensus Estimate by 0.8%. The top line surged 36.1% on a year-over-year basis.
Diagnostics generated revenues of $261.1 million, reflecting a 34.7% year-over-year increase.
Within this, Oncology volume grew 28% year over year and Hereditary volume rose 54%.
The Data and Applications segment reported sales of $87 million, up 40.5% year over year. This was driven by Insights (data licensing), which grew 44.1% year over year.
Margin PerformanceThe gross profit in the first quarter was $222 million, up 43.1% from the year-ago quarter’s level. The adjusted gross margin expanded 309 bps to 63.8% despite a 25.4% rise in the cost of revenues.
Total adjusted operating expenses were $260.8 million, up 36.9% from the year-ago quarter’s level. The company incurred an operating loss of $38.8 million compared with the year-ago quarter’s loss of $35.3 million.
Liquidity PositionAt the end of the first quarter of 2026, the company had cash and cash equivalents of $521.2 million compared with $604.8 million at the end of the fourth quarter of 2025.
Cumulative net cash used in investing activities at the end of the reported quarter was $73.3 million compared with $105.6 million a year ago.
2026 OutlookThe company raised its revenue guidance for 2026. Full-year revenues are now expected to be in the range of $1.59-$1.60 billion (up from $1.59 billion), indicating nearly 25% annual growth.
Adjusted EBITDA for the year is expected to be $65 million.
How Have Estimates Been Moving Since Then?Since the earnings release, investors have witnessed a downward trend in fresh estimates.
The consensus estimate has shifted -50.55% due to these changes.
VGM ScoresAt this time, Tempus has a nice Growth Score of B, a score with the same score on the momentum front. However, the stock was allocated a score of F on the value side, putting it in the lowest quintile for this investment strategy.
Overall, the stock has an aggregate VGM Score of D. If you aren't focused on one strategy, this score is the one you should be interested in.
OutlookEstimates have been broadly trending downward for the stock, and the magnitude of these revisions indicates a downward shift. Notably, Tempus has a Zacks Rank #3 (Hold). We expect an in-line return from the stock in the next few months.
CHICAGO--(BUSINESS WIRE)--Tempus AI, Inc. (NASDAQ: TEM), a technology company leading the adoption of AI to advance precision medicine, today announced that it will participate in the Goldman Sachs 47th Annual Global Healthcare Conference. Tempus Founder and CEO Eric Lefkofsky will participate in a fireside chat at 2:00 p.m. ET on Monday, June 8. A live webcast of the conversation will be available here. About Tempus Tempus is a technology company advancing precision medicine through the practi.
Tempus AI (TEM +0.22%) is trying to build more than a diagnostics business. Its growing healthcare data platform, artificial intelligence tools, FDA progress, and pharma partnerships could create meaningful upside if the company can scale profitably. But the stock already reflects high expectations, making execution the key issue for investors.
*Stock prices used were the market prices of June 1, 2026. The video was published on June 7, 2026.
Rick Orford has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Tempus AI. The Motley Fool has a disclosure policy. Rick Orford is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through their link, they will earn some extra money that supports their channel. Their opinions remain their own and are unaffected by The Motley Fool.
ALISO VIEJO, Calif.--(BUSINESS WIRE)--Ambry Genetics, a leader in clinical genomic testing, and a wholly owned subsidiary of Tempus AI, Inc. (NASDAQ: TEM), announced peer-reviewed research demonstrating the potential for variant-specific RNA testing to provide greater clarity for patients who receive a variant of uncertain significance (VUS) result from exome testing. The study, published in Genetics in Medicine Open, showcases how targeted RNA analysis using Ambry's ExomeReveal workflow; an in.
SummaryTempus AI is rated Strong Buy, leveraging a unique data moat and network effect in healthcare AI.TEM's Diagnostics and Data & Applications segments drive robust 36% YoY revenue growth, with expanding gross margins and deepening pharma partnerships.Massive proprietary datasets (45M+ de-identified records, 500+ PB) underpin AI tools, SaaS revenue, and cross-selling opportunities, creating high barriers to entry.Key risks include continued unprofitability, $1.3B debt, high short interest (20%), and regulatory sensitivity, but profitability and AI adoption could trigger a short squeeze. Tom Werner/DigitalVision via Getty Images
Investment Thesis Tempus AI, Inc. (TEM) stock is down 20% YTD, and I believe this is a gift that the market rarely gives.
In this article, I’m trying to explain why the company has a
1.45K Followers
Analyst’s Disclosure: I/we have a beneficial long position in the shares of TEM either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
Tempus AI (TEM) now offers an attractive risk-reward setup, with valuations normalized to ~5.7x forward revenue and improved visibility on durable, high-margin revenues. Organic growth remains robust at ~25% for 2026, with no adverse revisions for 2027–2028, and margin mix shifting toward higher-margin Data and Applications segments. Adjusted operating loss has narrowed significantly, and TEM is approaching operating breakeven, supporting the SaaS-like trajectory critical for long-term value.
CHICAGO--(BUSINESS WIRE)--Tempus AI, Inc. (NASDAQ: TEM), a technology company leading the adoption of AI to advance precision medicine, today announced publication of successful multi-site validation of its software, which received U.S. Food and Drug Administration clearance in 2024 for predicting the one-year risk of atrial fibrillation or flutter (AF). The study, titled "Multi-Center Validation of an Artificial Intelligence-Enabled ECG Model to Predict 1-Year Risk of Atrial Fibrillation or Fl.
Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, but may initiate a beneficial Long position through a purchase of the stock, or the purchase of call options or similar derivatives in TEM over the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
The information contained herein is for informational purposes only. Nothing in this article should be taken as a solicitation to purchase or sell securities. Before buying or selling any stock, you should do your own research and reach your own conclusion or consult a financial advisor. Investing includes risks, including loss of principal.
Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
NEW YORK, May 08, 2026 (GLOBE NEWSWIRE) -- Leading securities law firm Bleichmar Fonti & Auld LLP announces an investigation into Tennant Company (NYSE:TNC) for potential violations of the federal securities laws.
If you invested in Tennant, you are encouraged to obtain additional information by visiting: https://www.bfalaw.com/cases/tennant-company-class-action-lawsuit.
Key Details of the Tennant ($TNC) Class Action Investigation:
Investigation Overview: Securities fraud related to Tennant’s implementation and rollout of its new, company-wide enterprise resource planning (“ERP”) systemStock Decline: February 24, 2026 – 23.4% Stock DropAction: Contact BFA Law to discuss your rights Why is Tennant Being Investigated for Securities Fraud?
Tennant manufactures industrial cleaning equipment, including large mechanical floor scrubbers and sweepers used in warehouses, retail stores, and other commercial facilities.
BFA is investigating whether Tennant made false and misleading statements to investors regarding the implementation and rollout of a large-scale ERP system. For instance, Tennant assured investors the project was “progressing as we’ve anticipated,” was “on time and on budget,” and that the launch of the ERP in its Asia-Pacific region had been “successful,” with Tennant stating it had “mitigated disruptions and stabilized operations.”
Why did Tennant’s Stock Drop?
On February 24, 2026, Tennant revealed that the rollout of its new ERP system in North America caused severe operational disruptions, including that it was unable to process and ship customer orders following the launch of the system. As a result, Tennant lost roughly $30 million in sales and would need to spend more than $20 million in 2026 to remediate the issues, compared to roughly $5 million the company had planned to spend.
This news caused the price of Tennant stock to drop $19.28 per share, more than 23%, from a closing price of $82.30 per share on February 23, 2026, to $63.02 per share on February 24, 2026.
Click here for more information: https://www.bfalaw.com/cases/tennant-company-class-action-lawsuit.
What Can You Do?
If you invested in Tennant, you may have legal options and are encouraged to submit your information to the firm.
All representation is on a contingency fee basis; there is no cost to you. Shareholders are not responsible for any court costs or expenses of litigation. The firm will seek court approval for any potential fees and expenses.
BFA is a leading international law firm representing plaintiffs in securities class actions and shareholder litigation. It has been named a top plaintiff law firm by Chambers USA, The Legal 500, and ISS SCAS, and its attorneys have been named “Elite Trial Lawyers” by the National Law Journal, “Litigation Stars” by Benchmark Litigation, among the top “500 Leading Plaintiff Financial Lawyers” by Lawdragon, “Titans of the Plaintiffs’ Bar” by Law360 and “SuperLawyers” by Thomson Reuters. Among its recent notable successes, BFA recovered over $900 million in value from Tesla, Inc.’s Board of Directors, as well as $420 million from Teva Pharmaceutical Ind. Ltd.
For more information about BFA and its attorneys, please visit https://www.bfalaw.com.
Here are three stocks with buy rank and strong income characteristics for investors to consider today, May 8th:
OFG Bancorp (OFG - Free Report) : This financial holding company, which offers product and services that consist of consumer banking and lending, commercial banking and wealth management primarily in Puerto Rico, has witnessed the Zacks Consensus Estimate for its current year earnings increasing 4.2% over the last 60 days.
This Zacks Rank #1 (Strong Buy) company has a dividend yield of 3.1%, compared with the industry average of 2.3%.
Scorpio Tankers (STNG - Free Report) : This company, is a provider of marine transportation of petroleum products worldwide, has witnessed the Zacks Consensus Estimate for its current year earnings increasing 89.4% over the last 60 days.
This Zacks Rank #1 company has a dividend yield of 2.2%, compared with the industry average of 1.3%.
Tennant (TNC - Free Report) : This company, is a world leader in designing, manufacturing and marketing solutions that empower customers to achieve quality cleaning performance, significantly reduce their environmental impact and help create a cleaner, safer, healthier world, has witnessed the Zacks Consensus Estimate for its current year earnings increasing 0.4% over the last 60 days.
This Zacks Rank #1 company has a dividend yield of 1.4%, compared with the industry average of 0.0%.
See the full list of top ranked stocks here.
Find more top income stocks with some of our great premium screens
NEW YORK, May 11, 2026 (GLOBE NEWSWIRE) -- Leading securities law firm Bleichmar Fonti & Auld LLP announces an investigation into Tennant Company (NYSE:TNC) for potential violations of the federal securities laws.
If you invested in Tennant, you are encouraged to obtain additional information by visiting: https://www.bfalaw.com/cases/tennant-company-class-action-lawsuit.
Key Details of the Tennant ($TNC) Class Action Investigation:
Investigation Overview: Securities fraud related to Tennant’s implementation and rollout of its new, company-wide enterprise resource planning (“ERP”) systemStock Decline: February 24, 2026 – 23.4% Stock DropAction: Contact BFA Law to discuss your rights Why is Tennant Being Investigated for Securities Fraud?
Tennant manufactures industrial cleaning equipment, including large mechanical floor scrubbers and sweepers used in warehouses, retail stores, and other commercial facilities.
BFA is investigating whether Tennant made false and misleading statements to investors regarding the implementation and rollout of a large-scale ERP system. For instance, Tennant assured investors the project was “progressing as we’ve anticipated,” was “on time and on budget,” and that the launch of the ERP in its Asia-Pacific region had been “successful,” with Tennant stating it had “mitigated disruptions and stabilized operations.”
Why did Tennant’s Stock Drop?
On February 24, 2026, Tennant revealed that the rollout of its new ERP system in North America caused severe operational disruptions, including that it was unable to process and ship customer orders following the launch of the system. As a result, Tennant lost roughly $30 million in sales and would need to spend more than $20 million in 2026 to remediate the issues, compared to roughly $5 million the company had planned to spend.
This news caused the price of Tennant stock to drop $19.28 per share, more than 23%, from a closing price of $82.30 per share on February 23, 2026, to $63.02 per share on February 24, 2026.
Click here for more information: https://www.bfalaw.com/cases/tennant-company-class-action-lawsuit.
What Can You Do?
If you invested in Tennant, you may have legal options and are encouraged to submit your information to the firm.
All representation is on a contingency fee basis; there is no cost to you. Shareholders are not responsible for any court costs or expenses of litigation. The firm will seek court approval for any potential fees and expenses.
BFA is a leading international law firm representing plaintiffs in securities class actions and shareholder litigation. It has been named a top plaintiff law firm by Chambers USA, The Legal 500, and ISS SCAS, and its attorneys have been named “Elite Trial Lawyers” by the National Law Journal, “Litigation Stars” by Benchmark Litigation, among the top “500 Leading Plaintiff Financial Lawyers” by Lawdragon, “Titans of the Plaintiffs’ Bar” by Law360 and “SuperLawyers” by Thomson Reuters. Among its recent notable successes, BFA recovered over $900 million in value from Tesla, Inc.’s Board of Directors, as well as $420 million from Teva Pharmaceutical Ind. Ltd.
For more information about BFA and its attorneys, please visit https://www.bfalaw.com.
MINNEAPOLIS--(BUSINESS WIRE)--Tennant Company (NYSE: TNC), a world leader in autonomous professional cleaning robots, today announced the launch of the X2 ROVR SCRUB, its smallest and most nimble autonomous floor scrubber designed to deliver consistent, repeatable cleaning performance in tight, high‑traffic commercial environments. Built for small retail, grocery, healthcare, education, convenience stores, and other space‑constrained facilities, the X2 ROVR SCRUB enables organizations to automa.
NEW YORK, May 13, 2026 (GLOBE NEWSWIRE) -- Leading securities law firm Bleichmar Fonti & Auld LLP announces an investigation into Tennant Company (NYSE:TNC) for potential violations of the federal securities laws.
If you invested in Tennant, you are encouraged to obtain additional information by visiting: https://www.bfalaw.com/cases/tennant-company-class-action-lawsuit.
Key Details of the Tennant ($TNC) Class Action Investigation:
Investigation Overview: Securities fraud related to Tennant’s implementation and rollout of its new, company-wide enterprise resource planning (“ERP”) systemStock Decline: February 24, 2026 – 23.4% Stock DropAction: Contact BFA Law to discuss your rights Why is Tennant Being Investigated for Securities Fraud?
Tennant manufactures industrial cleaning equipment, including large mechanical floor scrubbers and sweepers used in warehouses, retail stores, and other commercial facilities.
BFA is investigating whether Tennant made false and misleading statements to investors regarding the implementation and rollout of a large-scale ERP system. For instance, Tennant assured investors the project was “progressing as we’ve anticipated,” was “on time and on budget,” and that the launch of the ERP in its Asia-Pacific region had been “successful,” with Tennant stating it had “mitigated disruptions and stabilized operations.”
Why did Tennant’s Stock Drop?
On February 24, 2026, Tennant revealed that the rollout of its new ERP system in North America caused severe operational disruptions, including that it was unable to process and ship customer orders following the launch of the system. As a result, Tennant lost roughly $30 million in sales and would need to spend more than $20 million in 2026 to remediate the issues, compared to roughly $5 million the company had planned to spend.
This news caused the price of Tennant stock to drop $19.28 per share, more than 23%, from a closing price of $82.30 per share on February 23, 2026, to $63.02 per share on February 24, 2026.
Click here for more information: https://www.bfalaw.com/cases/tennant-company-class-action-lawsuit.
What Can You Do?
If you invested in Tennant, you may have legal options and are encouraged to submit your information to the firm.
All representation is on a contingency fee basis; there is no cost to you. Shareholders are not responsible for any court costs or expenses of litigation. The firm will seek court approval for any potential fees and expenses.
BFA is a leading international law firm representing plaintiffs in securities class actions and shareholder litigation. It has been named a top plaintiff law firm by Chambers USA, The Legal 500, and ISS SCAS, and its attorneys have been named “Elite Trial Lawyers” by the National Law Journal, “Litigation Stars” by Benchmark Litigation, among the top “500 Leading Plaintiff Financial Lawyers” by Lawdragon, “Titans of the Plaintiffs’ Bar” by Law360 and “SuperLawyers” by Thomson Reuters. Among its recent notable successes, BFA recovered over $900 million in value from Tesla, Inc.’s Board of Directors, as well as $420 million from Teva Pharmaceutical Ind. Ltd.
For more information about BFA and its attorneys, please visit https://www.bfalaw.com.
Shares of Tennant (TNC - Free Report) have been struggling lately and have lost 5.4% over the past week. However, a hammer chart pattern was formed in its last trading session, which could mean that the stock found support with bulls being able to counteract the bears. So, it could witness a trend reversal down the road.
The formation of a hammer pattern is considered a technical indication of nearing a bottom with likely subsiding of selling pressure. But this is not the only factor that makes a bullish case for the stock. On the fundamental side, strong agreement among Wall Street analysts in raising earnings estimates for this maker of products for cleaning floors, parking lots and hospitals enhances its prospects of a trend reversal.
What is a Hammer Chart and How to Trade It?This is one of the popular price patterns in candlestick charting. A minor difference between the opening and closing prices forms a small candle body, and a higher difference between the low of the day and the open or close forms a long lower wick (or vertical line). The length of the lower wick being at least twice the length of the real body, the candle resembles a 'hammer.'
In simple terms, during a downtrend, with bears having absolute control, a stock usually opens lower compared to the previous day's close, and again closes lower. On the day the hammer pattern is formed, maintaining the downtrend, the stock makes a new low. However, after eventually finding support at the low of the day, some amount of buying interest emerges, pushing the stock up to close the session near or slightly above its opening price.
When it occurs at the bottom of a downtrend, this pattern signals that the bears might have lost control over the price. And, the success of bulls in stopping the price from falling further indicates a potential trend reversal.
Hammer candles can occur on any timeframe -- such as one-minute, daily, weekly -- and are utilized by both short-term as well as long-term investors.
Like every technical indicator, the hammer chart pattern has its limitations. Particularly, as the strength of a hammer depends on its placement on the chart, it should always be used in conjunction with other bullish indicators.
Here's What Makes the Trend Reversal More Likely for TNCAn upward trend in earnings estimate revisions that TNC has been witnessing lately can certainly be considered a bullish indicator on the fundamental side. That's because empirical research shows that trends in earnings estimate revisions are strongly correlated with near-term stock price movements.
Over the last 30 days, the consensus EPS estimate for the current year has increased 6.2%. What it means is that the sell-side analysts covering TNC are majorly in agreement that the company will report better earnings than they predicted earlier.
If this is not enough, you should note that TNC currently has a Zacks Rank #2 (Buy), which means it is in the top 20% of more than 4,000 stocks that we rank based on trends in earnings estimate revisions and EPS surprises. And stocks carrying a Zacks Rank #1 or 2 usually outperform the market. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>> .
Moreover, a Zacks Rank of 2 for Tennant is a more conclusive indication of a potential trend reversal, as the Zacks Rank has proven to be an excellent timing indicator that helps investors identify precisely when a company's prospects are beginning to improve.
NEW YORK, May 15, 2026 (GLOBE NEWSWIRE) -- Leading securities law firm Bleichmar Fonti & Auld LLP announces an investigation into Tennant Company (NYSE:TNC) for potential violations of the federal securities laws.
If you invested in Tennant, you are encouraged to obtain additional information by visiting: https://www.bfalaw.com/cases/tennant-company-class-action-lawsuit.
Key Details of the Tennant ($TNC) Class Action Investigation:
Investigation Overview: Securities fraud related to Tennant’s implementation and rollout of its new, company-wide enterprise resource planning (“ERP”) systemStock Decline: February 24, 2026 – 23.4% Stock DropAction: Contact BFA Law to discuss your rights Why is Tennant Being Investigated for Securities Fraud?
Tennant manufactures industrial cleaning equipment, including large mechanical floor scrubbers and sweepers used in warehouses, retail stores, and other commercial facilities.
BFA is investigating whether Tennant made false and misleading statements to investors regarding the implementation and rollout of a large-scale ERP system. For instance, Tennant assured investors the project was “progressing as we’ve anticipated,” was “on time and on budget,” and that the launch of the ERP in its Asia-Pacific region had been “successful,” with Tennant stating it had “mitigated disruptions and stabilized operations.”
Why did Tennant’s Stock Drop?
On February 24, 2026, Tennant revealed that the rollout of its new ERP system in North America caused severe operational disruptions, including that it was unable to process and ship customer orders following the launch of the system. As a result, Tennant lost roughly $30 million in sales and would need to spend more than $20 million in 2026 to remediate the issues, compared to roughly $5 million the company had planned to spend.
This news caused the price of Tennant stock to drop $19.28 per share, more than 23%, from a closing price of $82.30 per share on February 23, 2026, to $63.02 per share on February 24, 2026.
Click here for more information: https://www.bfalaw.com/cases/tennant-company-class-action-lawsuit.
What Can You Do?
If you invested in Tennant, you may have legal options and are encouraged to submit your information to the firm.
All representation is on a contingency fee basis; there is no cost to you. Shareholders are not responsible for any court costs or expenses of litigation. The firm will seek court approval for any potential fees and expenses.
BFA is a leading international law firm representing plaintiffs in securities class actions and shareholder litigation. It has been named a top plaintiff law firm by Chambers USA, The Legal 500, and ISS SCAS, and its attorneys have been named “Elite Trial Lawyers” by the National Law Journal, “Litigation Stars” by Benchmark Litigation, among the top “500 Leading Plaintiff Financial Lawyers” by Lawdragon, “Titans of the Plaintiffs’ Bar” by Law360 and “SuperLawyers” by Thomson Reuters. Among its recent notable successes, BFA recovered over $900 million in value from Tesla, Inc.’s Board of Directors, as well as $420 million from Teva Pharmaceutical Ind. Ltd.
For more information about BFA and its attorneys, please visit https://www.bfalaw.com.
NEW YORK, May 18, 2026 (GLOBE NEWSWIRE) -- Leading securities law firm Bleichmar Fonti & Auld LLP announces an investigation into Tennant Company (NYSE:TNC) for potential violations of the federal securities laws.
If you invested in Tennant, you are encouraged to obtain additional information by visiting: https://www.bfalaw.com/cases/tennant-company-class-action-lawsuit.
Key Details of the Tennant ($TNC) Class Action Investigation:
Investigation Overview: Securities fraud related to Tennant’s implementation and rollout of its new, company-wide enterprise resource planning (“ERP”) systemStock Decline: February 24, 2026 – 23.4% Stock DropAction: Contact BFA Law to discuss your rights Why is Tennant Being Investigated for Securities Fraud?
Tennant manufactures industrial cleaning equipment, including large mechanical floor scrubbers and sweepers used in warehouses, retail stores, and other commercial facilities.
BFA is investigating whether Tennant made false and misleading statements to investors regarding the implementation and rollout of a large-scale ERP system. For instance, Tennant assured investors the project was “progressing as we’ve anticipated,” was “on time and on budget,” and that the launch of the ERP in its Asia-Pacific region had been “successful,” with Tennant stating it had “mitigated disruptions and stabilized operations.”
Why did Tennant’s Stock Drop?
On February 24, 2026, Tennant revealed that the rollout of its new ERP system in North America caused severe operational disruptions, including that it was unable to process and ship customer orders following the launch of the system. As a result, Tennant lost roughly $30 million in sales and would need to spend more than $20 million in 2026 to remediate the issues, compared to roughly $5 million the company had planned to spend.
This news caused the price of Tennant stock to drop $19.28 per share, more than 23%, from a closing price of $82.30 per share on February 23, 2026, to $63.02 per share on February 24, 2026.
Click here for more information: https://www.bfalaw.com/cases/tennant-company-class-action-lawsuit.
What Can You Do?
If you invested in Tennant, you may have legal options and are encouraged to submit your information to the firm.
All representation is on a contingency fee basis; there is no cost to you. Shareholders are not responsible for any court costs or expenses of litigation. The firm will seek court approval for any potential fees and expenses.
BFA is a leading international law firm representing plaintiffs in securities class actions and shareholder litigation. It has been named a top plaintiff law firm by Chambers USA, The Legal 500, and ISS SCAS, and its attorneys have been named “Elite Trial Lawyers” by the National Law Journal, “Litigation Stars” by Benchmark Litigation, among the top “500 Leading Plaintiff Financial Lawyers” by Lawdragon, “Titans of the Plaintiffs’ Bar” by Law360 and “SuperLawyers” by Thomson Reuters. Among its recent notable successes, BFA recovered over $900 million in value from Tesla, Inc.’s Board of Directors, as well as $420 million from Teva Pharmaceutical Ind. Ltd.
For more information about BFA and its attorneys, please visit https://www.bfalaw.com.
NEW YORK, May 20, 2026 (GLOBE NEWSWIRE) -- Leading securities law firm Bleichmar Fonti & Auld LLP announces an investigation into Tennant Company (NYSE:TNC) for potential violations of the federal securities laws.
If you invested in Tennant, you are encouraged to obtain additional information by visiting: https://www.bfalaw.com/cases/tennant-company-class-action-lawsuit.
Key Details of the Tennant ($TNC) Class Action Investigation:
Investigation Overview: Securities fraud related to Tennant’s implementation and rollout of its new, company-wide enterprise resource planning (“ERP”) systemStock Decline: February 24, 2026 – 23.4% Stock DropAction: Contact BFA Law to discuss your rights Why is Tennant Being Investigated for Securities Fraud?
Tennant manufactures industrial cleaning equipment, including large mechanical floor scrubbers and sweepers used in warehouses, retail stores, and other commercial facilities.
BFA is investigating whether Tennant made false and misleading statements to investors regarding the implementation and rollout of a large-scale ERP system. For instance, Tennant assured investors the project was “progressing as we’ve anticipated,” was “on time and on budget,” and that the launch of the ERP in its Asia-Pacific region had been “successful,” with Tennant stating it had “mitigated disruptions and stabilized operations.”
Why did Tennant’s Stock Drop?
On February 24, 2026, Tennant revealed that the rollout of its new ERP system in North America caused severe operational disruptions, including that it was unable to process and ship customer orders following the launch of the system. As a result, Tennant lost roughly $30 million in sales and would need to spend more than $20 million in 2026 to remediate the issues, compared to roughly $5 million the company had planned to spend.
This news caused the price of Tennant stock to drop $19.28 per share, more than 23%, from a closing price of $82.30 per share on February 23, 2026, to $63.02 per share on February 24, 2026.
Click here for more information: https://www.bfalaw.com/cases/tennant-company-class-action-lawsuit.
What Can You Do?
If you invested in Tennant, you may have legal options and are encouraged to submit your information to the firm.
All representation is on a contingency fee basis; there is no cost to you. Shareholders are not responsible for any court costs or expenses of litigation. The firm will seek court approval for any potential fees and expenses.
BFA is a leading international law firm representing plaintiffs in securities class actions and shareholder litigation. It has been named a top plaintiff law firm by Chambers USA, The Legal 500, and ISS SCAS, and its attorneys have been named “Elite Trial Lawyers” by the National Law Journal, “Litigation Stars” by Benchmark Litigation, among the top “500 Leading Plaintiff Financial Lawyers” by Lawdragon, “Titans of the Plaintiffs’ Bar” by Law360 and “SuperLawyers” by Thomson Reuters. Among its recent notable successes, BFA recovered over $900 million in value from Tesla, Inc.’s Board of Directors, as well as $420 million from Teva Pharmaceutical Ind. Ltd.
For more information about BFA and its attorneys, please visit https://www.bfalaw.com.
NEW YORK, May 22, 2026 (GLOBE NEWSWIRE) -- Leading securities law firm Bleichmar Fonti & Auld LLP announces an investigation into Tennant Company (NYSE:TNC) for potential violations of the federal securities laws.
If you invested in Tennant, you are encouraged to obtain additional information by visiting: https://www.bfalaw.com/cases/tennant-company-class-action-lawsuit.
Key Details of the Tennant ($TNC) Class Action Investigation:
Investigation Overview: Securities fraud related to Tennant’s implementation and rollout of its new, company-wide enterprise resource planning (“ERP”) systemStock Decline: February 24, 2026 – 23.4% Stock DropAction: Contact BFA Law to discuss your rights Why is Tennant Being Investigated for Securities Fraud?
Tennant manufactures industrial cleaning equipment, including large mechanical floor scrubbers and sweepers used in warehouses, retail stores, and other commercial facilities.
BFA is investigating whether Tennant made false and misleading statements to investors regarding the implementation and rollout of a large-scale ERP system. For instance, Tennant assured investors the project was “progressing as we’ve anticipated,” was “on time and on budget,” and that the launch of the ERP in its Asia-Pacific region had been “successful,” with Tennant stating it had “mitigated disruptions and stabilized operations.”
Why did Tennant’s Stock Drop?
On February 24, 2026, Tennant revealed that the rollout of its new ERP system in North America caused severe operational disruptions, including that it was unable to process and ship customer orders following the launch of the system. As a result, Tennant lost roughly $30 million in sales and would need to spend more than $20 million in 2026 to remediate the issues, compared to roughly $5 million the company had planned to spend.
This news caused the price of Tennant stock to drop $19.28 per share, more than 23%, from a closing price of $82.30 per share on February 23, 2026, to $63.02 per share on February 24, 2026.
Click here for more information: https://www.bfalaw.com/cases/tennant-company-class-action-lawsuit.
What Can You Do?
If you invested in Tennant, you may have legal options and are encouraged to submit your information to the firm.
All representation is on a contingency fee basis; there is no cost to you. Shareholders are not responsible for any court costs or expenses of litigation. The firm will seek court approval for any potential fees and expenses.
BFA is a leading international law firm representing plaintiffs in securities class actions and shareholder litigation. It has been named a top plaintiff law firm by Chambers USA, The Legal 500, and ISS SCAS, and its attorneys have been named “Elite Trial Lawyers” by the National Law Journal, “Litigation Stars” by Benchmark Litigation, among the top “500 Leading Plaintiff Financial Lawyers” by Lawdragon, “Titans of the Plaintiffs’ Bar” by Law360 and “SuperLawyers” by Thomson Reuters. Among its recent notable successes, BFA recovered over $900 million in value from Tesla, Inc.’s Board of Directors, as well as $420 million from Teva Pharmaceutical Ind. Ltd.
For more information about BFA and its attorneys, please visit https://www.bfalaw.com.
NEW YORK, May 25, 2026 (GLOBE NEWSWIRE) -- Leading securities law firm Bleichmar Fonti & Auld LLP announces an investigation into Tennant Company (NYSE:TNC) for potential violations of the federal securities laws.
If you invested in Tennant, you are encouraged to obtain additional information by visiting: https://www.bfalaw.com/cases/tennant-company-class-action-lawsuit.
Key Details of the Tennant ($TNC) Class Action Investigation:
Investigation Overview: Securities fraud related to Tennant’s implementation and rollout of its new, company-wide enterprise resource planning (“ERP”) systemStock Decline: February 24, 2026 – 23.4% Stock DropAction: Contact BFA Law to discuss your rights
Why is Tennant Being Investigated for Securities Fraud?
Tennant manufactures industrial cleaning equipment, including large mechanical floor scrubbers and sweepers used in warehouses, retail stores, and other commercial facilities.
BFA is investigating whether Tennant made false and misleading statements to investors regarding the implementation and rollout of a large-scale ERP system. For instance, Tennant assured investors the project was “progressing as we’ve anticipated,” was “on time and on budget,” and that the launch of the ERP in its Asia-Pacific region had been “successful,” with Tennant stating it had “mitigated disruptions and stabilized operations.”
Why did Tennant’s Stock Drop?
On February 24, 2026, Tennant revealed that the rollout of its new ERP system in North America caused severe operational disruptions, including that it was unable to process and ship customer orders following the launch of the system. As a result, Tennant lost roughly $30 million in sales and would need to spend more than $20 million in 2026 to remediate the issues, compared to roughly $5 million the company had planned to spend.
This news caused the price of Tennant stock to drop $19.28 per share, more than 23%, from a closing price of $82.30 per share on February 23, 2026, to $63.02 per share on February 24, 2026.
Click here for more information: https://www.bfalaw.com/cases/tennant-company-class-action-lawsuit.
What Can You Do?
If you invested in Tennant, you may have legal options and are encouraged to submit your information to the firm.
All representation is on a contingency fee basis; there is no cost to you. Shareholders are not responsible for any court costs or expenses of litigation. The firm will seek court approval for any potential fees and expenses.
BFA is a leading international law firm representing plaintiffs in securities class actions and shareholder litigation. It has been named a top plaintiff law firm by Chambers USA, The Legal 500, and ISS SCAS, and its attorneys have been named “Elite Trial Lawyers” by the National Law Journal, “Litigation Stars” by Benchmark Litigation, among the top “500 Leading Plaintiff Financial Lawyers” by Lawdragon, “Titans of the Plaintiffs’ Bar” by Law360 and “SuperLawyers” by Thomson Reuters. Among its recent notable successes, BFA recovered over $900 million in value from Tesla, Inc.’s Board of Directors, as well as $420 million from Teva Pharmaceutical Ind. Ltd.
For more information about BFA and its attorneys, please visit https://www.bfalaw.com.
NEW YORK, May 27, 2026 (GLOBE NEWSWIRE) -- Leading securities law firm Bleichmar Fonti & Auld LLP announces an investigation into Tennant Company (NYSE:TNC) for potential violations of the federal securities laws.
If you invested in Tennant, you are encouraged to obtain additional information by visiting: https://www.bfalaw.com/cases/tennant-company-class-action-lawsuit.
Key Details of the Tennant ($TNC) Class Action Investigation:
Investigation Overview: Securities fraud related to Tennant’s implementation and rollout of its new, company-wide enterprise resource planning (“ERP”) systemStock Decline: February 24, 2026 – 23.4% Stock DropAction: Contact BFA Law to discuss your rights
Why is Tennant Being Investigated for Securities Fraud?
Tennant manufactures industrial cleaning equipment, including large mechanical floor scrubbers and sweepers used in warehouses, retail stores, and other commercial facilities.
BFA is investigating whether Tennant made false and misleading statements to investors regarding the implementation and rollout of a large-scale ERP system. For instance, Tennant assured investors the project was “progressing as we’ve anticipated,” was “on time and on budget,” and that the launch of the ERP in its Asia-Pacific region had been “successful,” with Tennant stating it had “mitigated disruptions and stabilized operations.”
Why did Tennant’s Stock Drop?
On February 24, 2026, Tennant revealed that the rollout of its new ERP system in North America caused severe operational disruptions, including that it was unable to process and ship customer orders following the launch of the system. As a result, Tennant lost roughly $30 million in sales and would need to spend more than $20 million in 2026 to remediate the issues, compared to roughly $5 million the company had planned to spend.
This news caused the price of Tennant stock to drop $19.28 per share, more than 23%, from a closing price of $82.30 per share on February 23, 2026, to $63.02 per share on February 24, 2026.
Click here for more information: https://www.bfalaw.com/cases/tennant-company-class-action-lawsuit.
What Can You Do?
If you invested in Tennant, you may have legal options and are encouraged to submit your information to the firm.
All representation is on a contingency fee basis; there is no cost to you. Shareholders are not responsible for any court costs or expenses of litigation. The firm will seek court approval for any potential fees and expenses.
BFA is a leading international law firm representing plaintiffs in securities class actions and shareholder litigation. It has been named a top plaintiff law firm by Chambers USA, The Legal 500, and ISS SCAS, and its attorneys have been named “Elite Trial Lawyers” by the National Law Journal, “Litigation Stars” by Benchmark Litigation, among the top “500 Leading Plaintiff Financial Lawyers” by Lawdragon, “Titans of the Plaintiffs’ Bar” by Law360 and “SuperLawyers” by Thomson Reuters. Among its recent notable successes, BFA recovered over $900 million in value from Tesla, Inc.’s Board of Directors, as well as $420 million from Teva Pharmaceutical Ind. Ltd.
For more information about BFA and its attorneys, please visit https://www.bfalaw.com.
NEW YORK, May 29, 2026 (GLOBE NEWSWIRE) -- Leading securities law firm Bleichmar Fonti & Auld LLP announces an investigation into Tennant Company (NYSE:TNC) for potential violations of the federal securities laws.
If you invested in Tennant, you are encouraged to obtain additional information by visiting: https://www.bfalaw.com/cases/tennant-company-class-action-lawsuit.
Key Details of the Tennant ($TNC) Class Action Investigation:
Investigation Overview: Securities fraud related to Tennant’s implementation and rollout of its new, company-wide enterprise resource planning (“ERP”) systemStock Decline: February 24, 2026 – 23.4% Stock DropAction: Contact BFA Law to discuss your rights
Why is Tennant Being Investigated for Securities Fraud?
Tennant manufactures industrial cleaning equipment, including large mechanical floor scrubbers and sweepers used in warehouses, retail stores, and other commercial facilities.
BFA is investigating whether Tennant made false and misleading statements to investors regarding the implementation and rollout of a large-scale ERP system. For instance, Tennant assured investors the project was “progressing as we’ve anticipated,” was “on time and on budget,” and that the launch of the ERP in its Asia-Pacific region had been “successful,” with Tennant stating it had “mitigated disruptions and stabilized operations.”
Why did Tennant’s Stock Drop?
On February 24, 2026, Tennant revealed that the rollout of its new ERP system in North America caused severe operational disruptions, including that it was unable to process and ship customer orders following the launch of the system. As a result, Tennant lost roughly $30 million in sales and would need to spend more than $20 million in 2026 to remediate the issues, compared to roughly $5 million the company had planned to spend.
This news caused the price of Tennant stock to drop $19.28 per share, more than 23%, from a closing price of $82.30 per share on February 23, 2026, to $63.02 per share on February 24, 2026.
Click here for more information: https://www.bfalaw.com/cases/tennant-company-class-action-lawsuit.
What Can You Do?
If you invested in Tennant, you may have legal options and are encouraged to submit your information to the firm.
All representation is on a contingency fee basis; there is no cost to you. Shareholders are not responsible for any court costs or expenses of litigation. The firm will seek court approval for any potential fees and expenses.
BFA is a leading international law firm representing plaintiffs in securities class actions and shareholder litigation. It has been named a top plaintiff law firm by Chambers USA, The Legal 500, and ISS SCAS, and its attorneys have been named “Elite Trial Lawyers” by the National Law Journal, “Litigation Stars” by Benchmark Litigation, among the top “500 Leading Plaintiff Financial Lawyers” by Lawdragon, “Titans of the Plaintiffs’ Bar” by Law360 and “SuperLawyers” by Thomson Reuters. Among its recent notable successes, BFA recovered over $900 million in value from Tesla, Inc.’s Board of Directors, as well as $420 million from Teva Pharmaceutical Ind. Ltd.
For more information about BFA and its attorneys, please visit https://www.bfalaw.com.
Key Takeaways U.S. manufacturing PMI rose to 54% in May, supporting five favored manufacturing stock picks.Helios Technologies is seeing order growth, rising backlog and improving profitability.Graham projects 17.4% revenue growth and 47.4% earnings growth for the current year. The U.S. manufacturing sector has struggled over the past three years but appears to be making a solid rebound in 2026. ISM Manufacturing PMI (purchasing managers’ index) expanded in May for the fifth straight month.
The index for May came in at 54%, higher than April’s metric of 52.7% and above the Zacks Consensus Estimate of 53.3%. Any reading above 50% indicates expansion of manufacturing activities.
The Zacks-defined Manufacturing – General Industrial industry is currently in the top 35% of the Zacks Industry Rank. Since Manufacturing – General Industrial is ranked in the top half of the Zacks Ranked Industries, we expect it to outperform the market over the next three to six months.
Given the positive sentiment, it would be ideal to invest in five stocks from the manufacturing industry with a favorable Zacks Rank and double-digit returns year to date. These are: RBC Bearings Inc. (RBC - Free Report) , Helios Technologies Inc. (HLIO - Free Report) , Luxfer Holdings plc (LXFR - Free Report) , Tennant Co. (TNC - Free Report) and Graham Corp. (GHM - Free Report) .
The chart below shows the price performance of our five picks year to date.
Image Source: Zacks Investment Research
RBC Bearings Inc.Zacks Rank #2 RBC Bearings is benefiting from strength in its Aerospace/Defense unit. Strength in the commercial aerospace market, driven by strong growth in orders from the aftermarket verticals, bodes well for the segment.
An increase in demand for RBC’s bearings and engineered component products in the defense market is expected to be beneficial. Solid momentum in the Industrial segment, driven by stable demand for its highly engineered bearings and precision components in food & beverage, aggregate & cement and warehousing end markets, also bodes well for RBC. Solid shareholder-friendly policies raise the stock’s attractiveness.
RBC Bearings has an expected revenue and earnings growth rate of 13.6% and 14.2%, respectively, for the current year (ending March 2027). The Zacks Consensus Estimate for the current year’s earnings has improved 0.5% in the last 60 days.
Helios Technologies Inc.Zacks Rank #1 Helios Technologies is benefiting from sustained order momentum, expanding market reach and improving profitability. HLIO has delivered double-digit order growth for more than a year, with backlog also rising. Growth across both Hydraulics and Electronics segments is driven by infrastructure-related demand, OEM strength and recovery in select end markets.
New product launches are broadening HLIO’s addressable markets, including newer applications such as data center thermal management. At the same time, margin recovery is gaining traction through volume leverage and operational efficiencies. HLIO’s solid cash generation and lower leverage provide flexibility to invest, pursue selective acquisitions and enhance shareholder returns.
Helios Technologies has an expected revenue and earnings growth rate of 2.9% and 12.9%, respectively, for the current year. The Zacks Consensus Estimate for the current year’s earnings has improved 4.7% in the last 30 days.
Luxfer Holdings plcLuxfer Holdings is a materials technology company specializing in the design, manufacture and supply of high-performance materials, components and gas cylinders. LXFR had two divisions, Elektron and Gas Cylinders. Currently, Luxfer Holdings sports a Zacks Rank #1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.
The Elektron division focuses on specialty materials based on magnesium, zirconium and rare earths. The Gas Cylinders division manufactures products made from aluminum, composites and other metals using technically advanced processes.
LXFR also offers recycling services and magnesium powders throughout global networks. LXFR operates manufacturing plants in various countries, which include the United Kingdom, the United States, France, the Czech Republic, Canada and China.
Luxfer Holdings has an expected revenue and earnings growth rate of -6.1% and 8.1%, respectively, for the current year. The Zacks Consensus Estimate for the current year’s earnings has improved 7.1% in the last 30 days.
Tennant Co.Zacks Rank #1 Tennant is a world leader in designing, manufacturing and marketing solutions that empower customers to achieve quality cleaning performance, significantly reduce their environmental impact and help create a cleaner, safer, healthier world.
TNC’s products include equipment for maintaining surfaces in industrial, commercial and outdoor environments, detergent-free and other sustainable cleaning technologies, and coatings for protecting, repairing and upgrading surfaces.
TNC’s global field service network is the most extensive in the industry. Tennant has manufacturing operations in Minneapolis, MN, Holland, MI, Louisville, KY, Chicago, IL, Uden, The Netherlands, Sou Paulo, Brazil, and Shanghai, China. TNC sells products directly in 15 countries and through distributors in more than 80 countries.
Tennant has an expected revenue and earnings growth rate of 5.4% and -6.6%, respectively, for the current year. The Zacks Consensus Estimate for the current year’s earnings has improved 5.8% in the last 30 days.
Graham Corp.Zacks Rank #2 Graham designs and builds vacuum and heat transfer equipment for process industries and energy markets worldwide. GHM’s products include steam jet ejector vacuum systems and liquid ring vacuum pumps, surface condensers, Heliflows, water heaters, and various types of heat exchangers. GHM markets to chemical, petrochemical, petroleum refining, and electric power generating industries, including cogeneration and geothermal plants.
Graham has an expected revenue and earnings growth rate of 17.4% and 47.4%, respectively, for the current year (ending March 2027). The Zacks Consensus Estimate for the current year’s earnings has improved 3% in the last 30 days.
