How Goodyear’s Lunar Tire Deal For NASA’s Artemis Program At Goodyear Tire & Rubber (GT) Has Changed Its Investment Story

• In early June 2026, Lunar Outpost announced that Goodyear will supply advanced lunar tires for its Pegasus Lunar Terrain Vehicle, designed to support astronaut missions at the Moon’s South Pole from 2028 under NASA’s Artemis program.
• This return to lunar exploration underscores how Goodyear is extending its tire engineering into extreme aerospace conditions, reinforcing its innovation credentials beyond traditional automotive markets.
• We’ll now examine how Goodyear’s renewed role in lunar mobility, particularly its advanced tire technology, interacts with the existing investment narrative.

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Goodyear Tire & Rubber Investment Narrative Recap

To own Goodyear today, you need to believe it can turn an unprofitable, highly competitive tire business into a leaner, higher-margin company, helped by premium products and cost savings. The Artemis lunar-tire win supports Goodyear’s innovation story, but it is unlikely to change the near term focus, which still rests on executing the Goodyear Forward program and managing tariff-driven cost pressure and weak replacement volumes.

More directly tied to these near term priorities is Goodyear’s recent US$1.05 billion fixed income offering of 8.875 percent notes due 2032. This adds to an already heavy interest burden, which matters for a company with recent net losses and ongoing restructuring, even as it invests in projects like lunar tires that highlight its technology and premium positioning catalysts.

Yet behind the excitement of lunar tires, investors should also be aware of the growing strain from higher interest costs and...

Read the full narrative on Goodyear Tire & Rubber (it's free!)

Goodyear Tire & Rubber's narrative projects $18.5 billion revenue and $317.1 million earnings by 2029. This assumes fairly flat yearly revenue growth and about a $2.0 billion earnings increase from -$1.7 billion today.

Uncover how Goodyear Tire & Rubber's forecasts yield a $8.94 fair value, a 54% upside to its current price.

Exploring Other Perspectives

Some of the most optimistic analysts were already penciling in earnings of about US$381 million by 2029, so if you believe cost pressure and innovation risks from tariffs and new technology are manageable, this lunar contract might eventually support that bolder view, but you should recognize how far apart these expectations can be before you decide which camp you sit in.

Explore 3 other fair value estimates on Goodyear Tire & Rubber - why the stock might be worth as much as 54% more than the current price!

Reach Your Own Conclusion

Don't just follow the ticker - dig into the data and build a conviction that's truly your own.

• A great starting point for your Goodyear Tire & Rubber research is our analysis highlighting 2 key rewards and 2 important warning signs that could impact your investment decision.
• Our free Goodyear Tire & Rubber research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Goodyear Tire & Rubber's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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