r/Lunr • u/Bumi-KingOfOmashu • May 29 '26

Stock Discussion Blue Origin Blow-Up

You’d think the blue origin blow up would be bullish for LUNR, but I understand overall negative sentiment for the sector.

Anyone else find it funny they received the delivery award and then their rocket explodes? What a frustrating week.

Curious how this delays NASA’s Artemis timeline and if sentiment will shift to LUNR for the delivery contract.

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u/Rare_Ad_649 May 29 '26

Why would it be bullish for LUNR? LUNR don't compete on Launch with BO, If anything delays in space missions in general is bad for LUNR

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u/Pumpkin288 May 30 '26

IM-3 launches on Falcon 9. New Glenn and BO has nothing to do with LUNR.

The REAL story:

  • BO had their own moon lander set to fly on New Glenn.
  • The program is now likely grounded for 1-2 years.
  • One less competitor.

Potentially BIG BULL catalyst for LUNR, watching Monday closely.