tech
February 12, 2026
The 'Moon economy' is about to boom. Deutsche Bank thinks this one space stock will benefit
This stock is a play on lunar infrastructure and connectivity, the firm said.
TL;DR
- Deutsche Bank has a buy rating on Intuitive Machines, expecting its stock to gain from renewed interest in lunar travel.
- The bank sees a key inflection point in the perception of the broader Moon economy.
- Signs of renewed U.S. lunar focus include SpaceX's ambitions for a moon city and Blue Origin's reallocation of resources to lunar capabilities.
- Intuitive Machines provides lunar infrastructure and connectivity services, differentiating it from launch and satellite communication competitors.
- Deutsche Bank suggests Intuitive Machines could trade closer to parity with other space stocks as the Moon becomes a priority.
- Intuitive Machines' stock has risen 80% in the past three months, with 8 out of 10 covering analysts holding a buy rating.
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