The Highway — In-Space Services & Cislunar · The Orbital Stack — Space
LUNR
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The only publicly listed lunar lander prime that has actually soft-landed on the Moon
What they do
Q1 FY26 revenue $186.7M and first-ever positive adjusted EBITDA of approximately +$2.7M . Contract pipeline includes the Near Space Network (NSN) services contract from NASA (multi-billion-dollar cislunar comms relay), LROC prime designation, multiple CLPS task orders (IM-3, IM-4), and the recent Lanteris acquisition (propulsion and integration). Cantor Fitzgerald's Andres Sheppard raised PT to $43 from $26 in mid-May 2026 and called LUNR the top public-market Artemis II beneficiary . Other raises: Roth $50, B. Riley $45, Clear Street $44.