NextDecade Corp stock (US65342K1051): Rio Grande LNG project drives fresh investor attention
NextDecade Corp is gaining investor attention due to its Rio Grande LNG project in Texas, having achieved significant commercial and financing milestones. The company's business model focuses on developing LNG export infrastructure, relying on long-term contracts for revenue, and aims to differentiate itself through potential carbon capture and storage solutions. While offering a concentrated exposure to LNG export growth, the stock carries risks typical of large infrastructure projects such as execution challenges, demand uncertainties, and financing conditions.
How (NEXT) Movements Inform Risk Allocation Models
This article analyzes Nextdecade Corporation (NASDAQ: NEXT) using AI models to inform risk allocation. It highlights strong near and mid-term sentiment contrasting with a weak long-term outlook, identifying elevated downside risk. The analysis provides specific institutional trading strategies (Position, Momentum Breakout, Risk Hedging) with entry/target/stop loss levels and multi-timeframe signal analysis for support and resistance.
Is NextDecade's (NEXT) New Equity Shelf a Signal on Its Long-Term Financing Playbook?
NextDecade Corporation has filed a shelf registration to potentially issue shares worth approximately US$167.71 million, indicating its willingness to use equity as a funding mechanism. This move provides financial flexibility for the Rio Grande LNG project but also raises questions about potential dilution and balance sheet strength. The article suggests this equity raise could influence investor perspectives on NextDecade's financing strategy and its journey towards profitability amidst significant debt and construction challenges.
NextDecade Corp stock (US65342K1051): LNG project milestones keep investors watching Rio Grande time
NextDecade Corp is advancing its Rio Grande LNG project in Texas, attracting investor attention due to construction progress, long-term offtake contracts, and financing efforts. The company's core business model focuses on developing LNG export capacity on the US Gulf Coast, with the Rio Grande LNG facility structured in phases to align capital deployment with market demand. Investors are closely monitoring key milestones like final investment decisions and construction updates, while also considering the risks associated with execution, financing, and broader LNG market dynamics.
A Look At NextDecade (NEXT) Valuation As New US$167.7 Million Shelf Registration Is Filed
NextDecade (NEXT) has filed a shelf registration to offer up to $167.7 million in common stock, raising questions about dilution and future funding. Despite recent strong share price momentum and a "slightly undervalued" fair value of $8.75 per share, the company reported a Q1 2026 loss of $136.41 million. The valuation relies heavily on the LNG build-out, aggressive revenue growth, and future earnings potential from early cargo sales.
NextDecade Corp (NEXT) withholds 1,312 shares for controller tax obligations
NextDecade Corp's controller, Luke Boylston, had 1,312 shares of common stock withheld at $8.54 per share to cover tax obligations stemming from the vesting of restricted stock units on May 13, 2026. This was a routine tax-related disposition, not an open-market sale, and Boylston now directly holds 219,509 shares. The Form 4 filing indicates this is a standard tax withholding event and not a reflection of insider sentiment change.
A Look At NextDecade (NEXT) Valuation As New US$167.7 Million Shelf Registration Is Filed
NextDecade (NEXT) has filed a shelf registration to offer shares worth up to US$167.7 million, a move that could affect dilution and future funding. Despite a recent strong share price performance and a fair value narrative of $8.75 per share, the company reported a loss in Q1 2026. The article discusses whether this presents a buying opportunity or if future growth is already priced in, highlighting the importance of the LNG build-out and associated financial projections.
A Look At NextDecade (NEXT) Valuation As New US$167.7 Million Shelf Registration Is Filed
NextDecade (NEXT) has filed a shelf registration to offer up to $167.7 million in common stock, potentially impacting dilution and funding. The company, which recently reported a Q1 2026 loss of $136.41 million, is seen by analysts as slightly undervalued with a fair value of $8.75 per share, banking on aggressive revenue build-out and improved margins. This forecast depends heavily on the successful execution of multi-train construction and the Rio Grande LNG project.
Citigroup initiates coverage of NextDecade (NEXT) with buy recommendation
Citigroup has initiated coverage of NextDecade (NEXT) with a Buy rating. The investment bank's price target for NEXT is $9.50, suggesting a significant upside from its previous closing price.
NextDecade files for offering of 19.7 million shares of common stock by selling stockholders - SEC filing
NextDecade Corporation has filed for an offering of 19.7 million shares of common stock by its selling stockholders, as disclosed in an SEC filing. The company is actively engaged in the construction and development of an LNG liquefaction and export facility in Brownsville, Texas, and is also progressing with a planned carbon capture and storage project. This stock offering by existing shareholders indicates a potential change in ownership distribution without directly injecting capital into the company.
NextDecade (NEXT) registers 19.73M shares for resale by lenders
NextDecade Corporation (NEXT) has registered 19.73 million shares for resale by selling stockholders, consisting of 9.20 million Warrant Shares and 10.53 million Exchange Shares. The company will not receive any proceeds from these resales, as the shares are being offered by existing holders. This registration is in accordance with a Second Amended and Restated Registration Rights Agreement.
NextDecade Corporation Stock 12‑Month Price Target Raised to $9.33, Implies 10% Upside
NextDecade Corporation's average 12-month price target has been increased to $9.33 by 6 analysts, up from $9, implying a 10% potential upside from its May 12 closing price. The consensus rating remains "Buy," with 4 analysts recommending Buy and 2 recommending Hold.
Number of shareholders of NextDecade Corporation – NASDAQ:NEXT
This article presents information about the number of shareholders of NextDecade Corporation (NASDAQ: NEXT). It appears to be a financial data page from TradingView, providing an overview of the company's financials for investors and analysts. The content focuses on the shareholder count for the specified period, along with related market and financial data.
Jim Cramer on NextDecade: “I Think It’s an Okay Idea, Not Great”
Jim Cramer commented on NextDecade Corporation (NASDAQ: NEXT), stating it's an "okay idea, not great" due to the demand for LNG, calling it a "nice spec." NextDecade is involved in natural gas liquefaction and export facilities, including a carbon capture project. The article notes that while NEXT has potential, some AI stocks may offer higher and quicker returns.
Did NEXT’s On‑Track Rio Grande LNG Project Offset Its Widening Losses Just Shift NextDecade’s (NEXT) Investment Narrative?
NextDecade Corporation reported a widened net loss of US$136.41 million for the quarter ending March 31, 2026, compared to US$88.81 million a year prior. Despite this, the construction of its Rio Grande LNG facility is ahead of schedule and on budget, with early electrical commissioning underway. This progress is expected to underpin the investment narrative by bringing early cargo volumes online to support debt reduction, though investors should still consider the risk of potential lower margins for uncontracted LNG volumes.
Did NEXT’s On-Track Rio Grande LNG Project Offset Its Widening Losses Just Shift NextDecade’s (NEXT) Investment Narrative?
NextDecade Corp. (NEXT) reported a widening net loss in Q1 2026, reaching US$136.41 million, but simultaneously announced that its Rio Grande LNG facility construction is ahead of schedule and on budget. This development, particularly the progress toward early electrical commissioning and first LNG in 2027, underpins the company's long-term investment narrative focused on transitioning from a loss-making buildout to a cash-generating export platform, despite increased short-term losses. The article explores how this on-track construction might influence investor expectations and the company’s risk profile, especially concerning future revenue and earnings projections.
Did NEXT’s On‑Track Rio Grande LNG Project Offset Its Widening Losses Just Shift NextDecade’s (NEXT) Investment Narrative?
NextDecade Corporation reported widened net losses for Q1 2026, reaching US$136.41 million, while simultaneously announcing that its Rio Grande LNG facility construction is ahead of schedule and on budget. This development, particularly the early electrical commissioning and anticipated first LNG in 2027, underpins the investment narrative of the project transitioning from a loss-making buildout to a cash-generating export platform. Investors are advised to consider the potential impact of early LNG cash flows on debt reduction and leverage, despite ongoing net losses.
Market volatility favors long-term LNG carrier charters, NextDecade VP says
NextDecade’s Vice President of Shipping, Peter Fitzpatrick, stated that increased market volatility, driven by geopolitical crises and supply chain issues, is causing a shift towards long-term LNG carrier charters over spot market hires. This trend is a response to the challenges in acquiring essential equipment like gas turbines and European resistance to long-term purchases, despite the US aiming to double its LNG export capacity by 2030. The shipping industry is also preparing for this growth with new, larger carriers.
NextDecade Announces Timing of Fourth Quarter 2025 Investor Call
NextDecade Corporation has announced the timing for its Fourth Quarter 2025 investor call. This announcement was delivered via Quantisnow, a real-time market data and news platform that aggregates financial information for investors. The article also provides recent analyst ratings and related news for NextDecade.
NextDecade Corporation (NASDAQ:NEXT) Q1 2026 Earnings Call Transcript
NextDecade Corporation (NASDAQ:NEXT) held its Q1 2026 earnings call, detailing solid progress on the Rio Grande LNG facility construction, which is ahead of schedule and within budget. The company is preparing for first LNG production from Train 1 in the first half of 2027 and is actively selling early LNG cargoes to manage market exposure. Additionally, NextDecade is advancing the development and permitting of additional Trains 6 through 8, anticipating smoother regulatory processes under the current administration, further bolstered by recent shifts in global LNG market dynamics due to the Iran conflict.
NextDecade (NASDAQ:NEXT) Stock Price Up 6.8% on Better-Than-Expected Earnings
NextDecade (NASDAQ:NEXT) shares increased by 6.8% after reporting quarterly earnings of ($0.51) per share, which significantly beat the consensus estimate of ($0.66). Despite mixed analyst ratings and a "Hold" consensus, the stock traded as high as $8.42, with insider director Pamela K.M. Beall recently purchasing 71,500 shares. The company, focused on LNG and decarbonization, has a market cap of $2.22 billion but also faces high leverage.
NextDecade (Nasdaq:NEXT) - Stock Analysis
This Simply Wall St analysis provides a detailed overview of NextDecade Corporation (NEXT), an energy company focused on developing LNG export facilities. The report highlights the company's valuation, future growth prospects with a forecast revenue growth of 92.18% per year, and financial health, noting it is currently unprofitable and has less than one year of cash runway. It also includes analyst price targets, historical stock performance, recent news and updates, and key fundamental statistics.
NextDecade (NASDAQ:NEXT) Announces Earnings Results, Beats Expectations By $0.15 EPS
NextDecade (NASDAQ:NEXT) announced its quarterly earnings, reporting an EPS of ($0.51) which beat consensus estimates of ($0.66) by $0.15. Shares remained flat at $7.83, and the company has a market capitalization of $2.07 billion. Insider director Pamela K.M. Beall purchased 71,500 shares, and institutional ownership stands at 66.74%, with firms like Adage Capital Partners and Goldman Sachs Group increasing their stakes.
A Look At NextDecade (NEXT) Valuation After Wider Q1 2026 Loss And Rio Grande LNG Progress Updates
NextDecade (NEXT) reported a wider net loss of US$136.41 million in Q1 2026, but investors are focusing on the progress of its Rio Grande LNG project and early LNG sales, which have driven a significant share price increase. While the stock is currently seen as 10.5% undervalued with a fair value of $8.75, based on projections of future earnings, potential risks include project delays, cost overruns, and high debt, as well as a high P/B ratio compared to industry averages.
Earnings Call Summary | NextDecade(NEXT.US) Q1 2026 Earnings Conference
This document is an earnings call summary for NextDecade (NEXT.US) Q1 2026 earnings conference. It presents the key financial and operational highlights discussed during the call.
NextDecade Targets First Gas at Rio Grande LNG by End-Year
NextDecade aims to introduce natural gas into the first phase of its Rio Grande LNG facility in south Texas in the second half of 2026, with first LNG production anticipated in the first half of 2027. This development positions the company to become a significant player in the US LNG export market. The project's progress is a key indicator for future global gas supply.
NextDecade Corporation 2026 Q1 - Results - Earnings Call Presentation (NASDAQ:NEXT) 2026-05-01
NextDecade Corporation (NASDAQ:NEXT) released its Q1 2026 earnings call presentation on May 1, 2026. This article provides access to the slide deck published by the company in conjunction with its earnings call. The presentation details the financial results for the first quarter of 2026.
Earnings call transcript: NextDecade’s Q1 2026 focuses on construction progress and strategic initiatives
NextDecade reported its Q1 2026 earnings, highlighting significant construction progress on its Rio Grande LNG project, particularly with Phases 1 and 2, and successful refinancing of bank debt. The company is actively preparing for LNG production and managing market exposure through early cargo sales, while also advancing the development and permitting of additional trains (6-8) due to strong demand and a favorable regulatory environment. Executive commentary emphasized the strategic positioning for growth and optimizing shareholder returns amidst global LNG supply disruptions caused by the Iran conflict.
NextDecade Provides First Quarter 2026 Business Update
NextDecade Corporation provided an update on its Rio Grande LNG Facility, highlighting strong construction progress with Trains 1-5 and the continued development of Trains 6-8. Phase 1 is ahead of schedule, with first gas expected in H2 2026 and first LNG production in H1 2027. The company also reported entering into LNG sales agreements for early cargoes produced in 2027-2028, securing a cargo margin of over $3.00 per MMBtu for 33% of expected portfolio volumes.
NextDecade Corporation (NASDAQ:NEXT) Given Consensus Rating of "Hold" by Brokerages
NextDecade Corporation (NASDAQ:NEXT) has received a consensus "Hold" rating from five brokerage firms, with an average one-year target price of $7.00. The company reported a Q4 EPS of ($0.88), missing estimates, and shows negative P/E and high leverage. Insider Pamela K.M. Beall recently purchased 71,500 shares, bringing insider ownership to 1.80% and institutional ownership to 66.74%.
How Nextdecade Corporation (NEXT) Affects Rotational Strategy Timing
The article analyzes Nextdecade Corporation (NASDAQ: NEXT) and its impact on rotational strategy timing, identifying a mid-channel oscillation pattern. It highlights a strong near-term sentiment that contrasts with persistent mid and long-term weakness. The analysis provides specific trading strategies (Position, Momentum Breakout, Risk Hedging) with entry zones, targets, and stop losses, alongside multi-timeframe signal analysis.
NextDecade (NASDAQ:NEXT) Shares Down 5.7% - Here's Why
NextDecade (NASDAQ:NEXT) experienced a 5.7% decline in its share price on Friday, closing at $7.0050 with significantly reduced trading volume. This drop comes as the company continues to be loss-making and highly leveraged, having missed Q3 EPS estimates by $0.20 per share. Despite mixed analyst ratings, a director recently purchased 71,500 shares, suggesting some insider confidence.
NEXT Price Today: NextDecade Corporation Stock Price, Quote & Chart | MEXC
This article provides detailed stock information for NextDecade Corporation (NEXT), trading on NASDAQ. It includes the current stock price, market capitalization, daily trading ranges, and historical performance data, alongside an overview of the company's business in natural gas liquefaction and carbon capture. The article also provides a guide on how to buy NEXT stock on MEXC and answers frequently asked questions about the company's financial metrics and market classification.
NextDecade Corp ($NEXT) CEO 2025 Pay Revealed
This article analyzes the anticipated compensation for NextDecade Corp CEO Matt Schatzman in 2025, detailing the breakdown of his salary, stock, and other compensation. It also provides context on how this pay package compares to past years and the company's financial performance. Investors are encouraged to consider how executive compensation aligns with shareholder returns.
[ARS] NextDecade Corp SEC Filing
This article announces an ARS SEC filing by NextDecade Corp (NEXT) on April 23, 2026, at 05:18 PM. The filing is available as a PDF document directly from SEC EDGAR. The article also provides a brief overview of NextDecade's stock performance rankings, market cap, and recent news and SEC filings.
Executive pay, plan share increase on ballot at NextDecade (NEXT) 2026 meeting
NextDecade Corporation will hold a virtual annual shareholder meeting on June 3, 2026, where stockholders will vote on electing directors, increasing shares under the 2017 Omnibus Incentive Plan, an advisory vote on executive compensation, and ratifying KPMG LLP as the auditor. The company reported significant progress at its Rio Grande LNG facility, with Phase 1 construction 58% complete and positive final investment decisions for Trains 4 and 5. Executive bonuses for 2025 were based on a scorecard and paid at 157% of target, reflecting achievements in construction, financing, and regulatory milestones.
NextDecade (NEXT) Projected to Post Quarterly Earnings on Thursday
NextDecade (NASDAQ:NEXT) is expected to announce its Q1 2026 earnings on Thursday, April 30th, with analysts projecting a loss of ($0.63) per share. This follows a miss in the previous quarter where the company reported ($0.88) EPS against estimates of ($0.68). The article also details recent analyst ratings, including price target adjustments and a "Hold" consensus, alongside insider activity and hedge fund position changes in NextDecade stock.
NextDecade (NASDAQ:NEXT) Price Target Raised to $8.00
Morgan Stanley raised its price target for NextDecade (NASDAQ:NEXT) to $8.00 from $7.00, maintaining an "equal weight" rating and suggesting an 8.65% upside. This adjustment comes despite NextDecade missing quarterly EPS estimates and analysts forecasting continued losses for the full year. Key insights include significant insider and institutional involvement with Director Pamela K.M. Beall purchasing 71,500 shares.
NextDecade (NasdaqCM:NEXT) Stock Forecast & Analyst Predictions
NextDecade Corporation (NasdaqCM:NEXT) is projected to grow earnings by 10.8% and revenue by 83.1% annually, although it is expected to remain unprofitable for the next three years. Analysts have recently adjusted price targets, with a notable increase to US$8.75 in April 2026. The company is focused on developing the Rio Grande LNG export facility on the U.S. Gulf Coast, a key factor in its future earnings potential and expansion.
NextDecade Corporation (NASDAQ:NEXT) Short Interest Up 28.4% in March
NextDecade Corporation (NASDAQ:NEXT) saw a 28.4% increase in short interest during March, reaching 24 million shares, which represents 9.2% of its stock. The company also reported a quarterly EPS miss and holds a "Hold" rating from analysts with an average target price of $6.67. Notably, a director purchased 71,500 shares, and institutional investors have been modifying their holdings.
NextDecade (NEXT) extends CEO Schatzman’s contract with $1M salary and rich severance
NextDecade Corporation has extended CEO Matthew Schatzman's employment agreement, effective April 15, 2026. The new contract sets an annual base salary of $1,000,000, with a target annual bonus of 130% of base salary, and includes robust severance protections. These protections provide enhanced cash payments, extended benefits, and equity vesting in certain Change of Control scenarios, ensuring significant compensation upon termination without Cause or for Good Reason.
(NEXT) and the Role of Price-Sensitive Allocations
This article provides a detailed stock analysis of Nextdecade Corporation (NASDAQ: NEXT), highlighting a near-term weak sentiment that may lead to a resumption of long-term weakness. It identifies an exceptional risk-reward short setup, with specific institutional trading strategies for various risk profiles, including position trading, momentum breakout, and risk hedging. The analysis is backed by AI-generated multi-timeframe signals, indicating support and resistance levels for different time horizons.
Does NextDecade (NEXT) Update Call Clarify Its LNG and Carbon Capture Path After Ceasefire Shift?
NextDecade (NEXT) is scheduled to host a conference call on May 1, 2026, to discuss its first-quarter developments. This update comes amidst weakening market sentiment in the energy sector due to a US-Iran ceasefire and softer natural gas prices, which have impacted the company's investment narrative. The article examines how these shifting sentiments affect NextDecade's ambition in LNG and carbon capture, noting the company's loss-making status, high leverage, and pre-revenue stage, especially given its short cash runway and significant future capital needs.
NextDecade Announces Timing of First Quarter 2026 Investor Call
NextDecade Corporation (NASDAQ: NEXT) announced it will host a conference call and webcast on Friday, May 1, 2026, at 11:00 a.m. Eastern Time. The purpose of the call is to discuss developments from the first quarter of 2026. An accompanying press release and presentation will be issued before the market opens that day and will be accessible on the company's investor relations website.
FERC approves NextDecade's request for more workers and longer hours at Texas site
The Federal Energy Regulatory Commission (FERC) has approved NextDecade's request to increase construction workers and allow 24/7 work at its Rio Grande LNG project in Texas. This acceleration is driven by heightened global demand for U.S. LNG, partly due to geopolitical tensions and supply challenges from QatarEnergy. The expansion includes building two additional liquefaction trains at the site.
NextDecade Stock Drops 7.7%, Analysts Divided on Buy or Sell
NextDecade Corporation's stock fell 7.7% after the company reported a wider-than-expected loss and faces mixed analyst views regarding its Rio Grande LNG project. Despite some analysts maintaining 'hold' ratings and one an 'overweight' rating, concerns about high debt levels and regulatory hurdles contribute to investor uncertainty. The company's future performance hinges on securing regulatory approvals, long-term offtake agreements, and effective debt management for its Brownsville facility.
NextDecade (NXT) Slashes 7.5% on Energy Decline
NextDecade (NASDAQ:NEXT) saw its stock price drop by 7.55% following news of a two-week ceasefire between the US and Iran, which negatively impacted the energy market. This agreement, conditioned on Iran reopening the Strait of Hormuz, led to a decline in natural gas prices and a broader sell-off in oil and gas companies. NextDecade, which is developing a large LNG facility in Texas, had previously reported a significant increase in net loss.
NextDecade (NXT) Slashes 7.5% on Energy Decline
NextDecade (NXT) saw its stock drop by 7.55% following an announcement of a two-week ceasefire between the US and Iran, which negatively impacted the energy sector. The company's decline, alongside others like Venture Global, occurred as natural gas prices fell, driven by the easing geopolitical tensions that had previously inflated commodity prices. NextDecade also reported a significant widening of its net loss in the previous year.
NextDecade (NXT) Slashes 7.5% on Energy Decline
NextDecade (NXT) stock fell by 7.55% following an announcement of a two-week ceasefire between the US and Iran, which dampened investor sentiment for energy companies. This geopolitical development led to a decline in natural gas prices and impacted companies like NextDecade, which had previously benefited from market tensions. The company recently reported a widened net loss for 2024, and the article suggests that AI stocks might offer better investment opportunities.
NextDecade (NEXT) Shares Decline Over 15%
NextDecade (NEXT) shares dropped over 15% to $7.41, highlighting the stock's volatility. The company, focused on LNG projects and carbon capture solutions, faces financial challenges including zero revenue, significant losses, and high debt. Despite an analyst target price suggesting potential upside, risks are indicated by its "Distressed" GF Score and low Piotroski F-Score.
