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Intuitive Machines (NASDAQ: LUNR) plans up to $500M common stock sales

Filing Impact
(Moderate)
Filing Sentiment
(Neutral)
Form Type
8-K

Rhea-AI Filing Summary

Intuitive Machines, Inc. entered into a Sales Agreement connected to its effective Registration Statement on Form S-3, allowing the company to offer and sell Class A common stock from time to time through multiple agents for aggregate gross proceeds of up to $500.0 million. The shares will be sold under a base prospectus and a prospectus supplement filed on June 2, 2026, with offerings made only by means of that prospectus. Under the agreement, Intuitive Machines will pay the agents a commission of up to 3.0% of the per-share sales price and reimburse certain related expenses. The filing also notes customary representations, warranties and indemnification obligations between the company and the agents.

Positive

  • None.

Negative

  • None.
Item 1.01 Entry into a Material Definitive Agreement Business
The company signed a significant contract such as a merger agreement, credit facility, or major partnership.
Item 9.01 Financial Statements and Exhibits Exhibits
Financial statements, pro forma financial information, and exhibit attachments filed with this report.
Stock sales capacity $500.0 million Aggregate gross proceeds for Class A common stock program
Agent commission rate up to 3.0% Commission on per-share sales price under Sales Agreement
Sales Agreement financial
"the Company is hereby filing a copy of the Sales Agreement"
A sales agreement is a written contract that sets out the terms for selling goods, services, or assets, specifying price, delivery, payment schedule and responsibilities of each side. For investors it matters because it creates a predictable stream of revenue or cash obligations, clarifies timing and risk, and can change a company’s value or forecasts much like a signed order turns a customer’s verbal intent into a firm commitment.
Registration Statement on Form S-3 regulatory
"In connection with Intuitive Machines, Inc.’s Registration Statement on Form S-3"
A registration statement on Form S‑3 is a short, standardized filing a qualified public company uses to register new securities with regulators so they can be sold to investors; think of it as a pre-approved, reusable permission slip that speeds up future offerings. It matters to investors because it lets the company raise money more quickly and cheaply — which can fund growth or pay debt — but may also lead to share dilution or change in ownership, so it affects value and liquidity.
base prospectus regulatory
"which included a base prospectus and a prospectus supplement"
A base prospectus is a detailed document that provides essential information about a financial offering, such as a bond or share issue. It acts like a comprehensive guide for investors, explaining what the investment involves, the risks involved, and how the process works. This helps investors make informed decisions before committing their money.
prospectus supplement regulatory
"which included a base prospectus and a prospectus supplement"
A prospectus supplement is an additional document provided alongside a company's main offering details, offering updated or extra information about a specific financial product being sold. It helps investors understand the latest terms, risks, and details of the investment, similar to how an update or revision clarifies or expands on original instructions, ensuring they have current and complete information before making a decision.
indemnification obligations financial
"and indemnification obligations of the Company and the Agents"
A company's indemnification obligations are promises it has made to cover certain losses, legal costs, or damages that another party might suffer because of the company’s actions or events tied to a deal. Think of it like a guarantee or built-in insurance: if something goes wrong, the company must step in and pay. For investors this matters because these potential payouts create contingent liabilities that can reduce cash, raise legal exposure, and affect a company’s value and risk profile.
Emerging Growth Company regulatory
"Emerging Growth Company"
An emerging growth company is a recently public or smaller public firm that qualifies for temporary, lighter regulatory and disclosure rules to reduce the cost and effort of being public. For investors, it means the company may provide less historical financial detail and face fewer reporting requirements than larger firms, so it can grow more quickly but also carries higher uncertainty—like buying a promising early-stage product with fewer user reviews.
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false 0001844452 0001844452 2026-06-02 2026-06-02
 
 

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

 

 

FORM 8-K

 

 

CURRENT REPORT

Pursuant to Section 13 or 15(d)

of the Securities Exchange Act of 1934

Date of Report (Date of earliest event reported): June 2, 2026

 

 

INTUITIVE MACHINES, INC.

(Exact name of registrant as specified in its charter)

 

 

 

Delaware   001-40823   36-5056189
(State or other jurisdiction
of incorporation)
 

(Commission

File Number)

 

(I.R.S. Employer

Identification No.)

 

13467 Columbia Shuttle Street

Houston, Texas

  77059
(Address of principal executive offices)   (Zip code)

Registrant’s telephone number, including area code: (281) 520-3703

N/A

(Former Name or Address, If Changed Since Last Report)

 

 

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:

 

Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

 

Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

 

Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

 

Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:

 

Title of each class

 

Trading
Symbol(s)

 

Name of each exchange

on which registered

Class A Common Stock, par value $0.0001 per share   LUNR   The Nasdaq Stock Market LLC

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).

Emerging Growth Company 

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. 

 

 
 


Item 1.01

Entry into a Material Definitive Agreement.

Sales Agreement

In connection with Intuitive Machines, Inc.’s (the “Company”) Registration Statement on Form S-3 (File No. 333-296442) (the “Registration Statement”), which became effective on June 2, 2026, which included a base prospectus and a prospectus supplement relating to the offer and sale, from time to time through the Agents (as defined below), of shares of the Company’s Class A common stock, par value $0.0001 per share, for aggregate gross proceeds of up to $500.0 million (the “Shares”) which was filed with the SEC on June 2, 2026 (the “Prospectus”), the Company is hereby filing a copy of the Sales Agreement (the “Sales Agreement”) by and among the Company and Barclays Capital Inc., Cantor Fitzgerald & Co., B. Riley Securities, Inc., Canaccord Genuity LLC, Clear Street LLC, Craig-Hallum Capital Group LLC, Deutsche Bank Securities Inc., KeyBanc Capital Markets Inc., Roth Capital Partners, LLC and Stifel, Nicolaus & Company, Incorporated (collectively, the “Agents”) which is filed herewith as Exhibit 1.1.

The Sales Agreement contains customary representations, warranties and agreements by the Company, and indemnification obligations of the Company and the Agents and other obligations of the parties. Under the terms of the Sales Agreement, the Company has agreed to pay the Agents a commission of up to 3.0% of the sales price per share sold under the Sales Agreement. In addition, the Company has agreed to reimburse certain expenses incurred by the Agents in connection with the Sales Agreement.

The foregoing description of the Sales Agreement is not complete and is qualified in its entirety by reference to the full text of such agreement, a copy of which is filed herewith as Exhibit 1.1 to this Current Report on Form 8-K and is incorporated herein by reference.

The Shares will be sold pursuant to the Registration Statement, and offerings of the Shares will be made only by means of the Prospectus. This Current Report on Form 8-K shall not constitute an offer to sell or a solicitation of an offer to buy any securities, nor shall there be any sale of these securities in any state or jurisdiction in which such an offer, solicitation or sale would be unlawful prior to registration or qualification under the securities laws of any such state or other jurisdiction.

 

Item 9.01

Financial Statements and Exhibits

(d) Exhibits.

 

Exhibit

No.

   Exhibit Description
 1.1    Sales Agreement
 5.1    Opinion of Simpson Thacher & Bartlett LLP
23.1    Consent of Simpson Thacher & Bartlett LLP (included in Exhibit 5.1)
104    Cover Page Interactive Data File (embedded within the Inline XBRL document)

 


SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

 

Date: June 3, 2026   INTUITIVE MACHINES, INC.
    By:  

/s/ Stephen Altemus

    Name:   Stephen Altemus
    Title:   Chief Executive Officer and President

FAQ

What stock offering program did Intuitive Machines (LUNR) put in place?

Intuitive Machines established a Sales Agreement to sell Class A common stock from time to time through designated agents for up to $500.0 million in aggregate gross proceeds, using a Form S-3 registration statement with a base prospectus and prospectus supplement.

How much can Intuitive Machines (LUNR) raise under this stock sales arrangement?

The company may offer and sell shares of its Class A common stock for aggregate gross proceeds of up to $500.0 million. These sales will occur from time to time through appointed agents under a Sales Agreement tied to an effective Form S-3 registration statement.

What commissions will agents receive in the Intuitive Machines (LUNR) Sales Agreement?

Under the Sales Agreement, Intuitive Machines agreed to pay the agents a commission of up to 3.0% of the sales price per share sold. The company also agreed to reimburse certain expenses the agents incur in connection with executing this stock offering program.

Which firms are acting as agents for Intuitive Machines (LUNR) stock sales?

The agents include Barclays Capital Inc., Cantor Fitzgerald & Co., B. Riley Securities, Canaccord Genuity, Clear Street, Craig-Hallum Capital Group, Deutsche Bank Securities, KeyBanc Capital Markets, Roth Capital Partners, and Stifel, Nicolaus & Company under the Sales Agreement.

How will Intuitive Machines (LUNR) shares be offered to investors?

Shares will be offered and sold pursuant to an effective Form S-3 registration statement, using a base prospectus and a prospectus supplement. Offerings will be made only by means of that prospectus, and no sales will occur where they would be unlawful under applicable securities laws.

Does the Intuitive Machines (LUNR) filing itself constitute an offer to sell securities?

No. The filing explicitly states it does not constitute an offer to sell or a solicitation of an offer to buy securities in any jurisdiction where such actions would be unlawful before proper registration or qualification under that jurisdiction’s securities laws.

Filing Exhibits & Attachments

5 documents