PointState group discloses 7,733,983 NextNav shares in Schedule 13G (NN)
PointState group, including SteelMill Master Fund and Zachary J. Schreiber, has disclosed shared beneficial ownership of 7,733,983 shares of NextNav (NN) Common Stock, representing 5.7% of the class. This passive investment, detailed in a Schedule 13G filing, indicates shared voting and dispositive power over the shares rather than sole control. The filing clarifies the ownership structure, noting it's a routine disclosure for stakes under 10%.
NextNav’s National Security Theater
NextNav is petitioning the FCC to restructure the lower 900 MHz band for a 5G-based national security solution, claiming it will act as a backup for GPS. The R Street Institute argues this proposal is an attempt at regulatory capture, vastly overstates national security concerns in the continental U.S., and would hinder technological development in existing unlicensed spectrum. The article highlights that NextNav's proposed system would not function as a true national GPS backup due to limited coverage and urges the FCC to consider alternative, proven solutions like eLORAN in an open, competitive process.
What Does a $1.1 Million CEO Stock Sale Signal for NextNav Investors
NextNav Inc. CEO Mariam Sorond recently sold over $1.1 million in company stock, a transaction that prompts investor scrutiny. While significant, the sale might be part of a routine Rule 10b5-1 trading plan for diversification, rather than a lack of confidence. The company's future growth hinges on its PNT technology in a competitive market, where its $2.23 billion valuation reflects high investor optimism despite current profitability challenges.
Nextnav Inc Demonstrates Exceptional First-Ever Wireless Indoor Timing Solution for Critical Infrastructure
NextNav Inc. has announced successful real-world field validation of its wireless indoor timing solution, achieving approximately 20-nanosecond accuracy using its 5G PNT network. This technology, capable of reaching GPS-denied locations, significantly surpasses the 100-nanosecond requirement for critical infrastructure applications and meets international timing standards. The demonstration highlights NextNav's potential to provide crucial timing information where traditional GPS signals are unavailable.
NextNav Demonstrates Exceptional First-Ever Wireless Indoor Timing Solution for Critical Infrastructure
NextNav Inc. has successfully validated its 5G-based timing solution, achieving approximately 20 nanoseconds of accuracy in both outdoor and indoor environments, including GPS-denied locations. This performance significantly surpasses the 100-nanosecond requirement for critical infrastructure applications and meets international timing standards. The company's technology offers a robust complement and backup to GPS for essential services like AI data centers, electric utilities, and telecom networks.
NextNav Inc. 2026 Q1 - Results - Earnings Call Presentation (NASDAQ:NN) 2026-05-17
NextNav Inc. (NN) released its Q1 2026 earnings, reporting an EPS of -$0.08, which beat estimates by $0.07. The company's revenue for the quarter was $995.00K,
ETFs Investing in NextNav Inc. Stocks
This article lists various ETFs that hold NextNav Inc. (KK0) stocks, providing investors with a comprehensive overview of funds that offer exposure to the company. The listed ETFs include details such as market value, weight of NextNav stock, issuer, management style, focus, expense ratio, AUM, price, change percentage, relative volume, and 3-year NAV total return. The information helps investors identify diversified opportunities with potentially lower risk.
NextNav Q1 Earnings Call Highlights
NextNav's Q1 earnings call highlighted ongoing progress in regulatory, testing, and commercialization efforts for a terrestrial complement to GPS, despite reporting a net loss. Executives detailed engagement with the FCC, successful 5G PNT network testing, and strategies to address increasing opposition activity. The company ended the quarter with $143 million in cash and discussed potential future capital from expiring warrants.
Wolf Hill Reports 8.11M NextNav Shares (NN) in Schedule 13G
Wolf Hill Capital Management and affiliated entities have reported beneficial ownership of 8,113,691 NextNav Inc. (NN) shares, representing 6% of the class, as per a Schedule 13G SEC filing. Wolf Hill General Partner, LLC, specifically holds 7,155,635 shares (5.3%), with Gary Lehrman identified as a reporting person. The filing, signed on May 14, 2026, reflects ownership figures as of March 31, 2026, and indicates a passive investment intent.
NextNav (NN) — Fortress/FIG entities report shared ownership of up to 22.1M shares
Fortress-affiliated entities have filed an amendment to Schedule 13G/A for NextNav Inc. (NN), disclosing shared beneficial ownership of up to 22,058,944 shares. This includes holdings from various Fortress/FIG entities and assumes the conversion of 5.00% Senior Secured Convertible Notes and the exercise of NNAV-P warrants. The ownership percentages are calculated based on 136,436,939 shares outstanding as of May 11, 2026, incorporating these derivative conversions.
NextNav Inc. (NN) reports Q1 loss, beats revenue estimates
This article reports that NextNav Inc. (NN) experienced a Q1 loss but managed to exceed revenue estimates. This suggests a mixed financial performance for the company during the first quarter.
Does NextNav (NN) Turning a Smaller Loss Reshape the Spectrum and PNT Value Proposition?
NextNav Inc. (NN) reported a smaller net loss in Q1 2026, alongside progress in FCC positioning, navigation, and timing (PNT) initiatives and joining the OCUDU Ecosystem Foundation. While these developments support the core PNT spectrum catalyst, the company still faces challenges with commercialization, ongoing operating losses, and funding needs. Despite varied fair value estimates from the community, the company's long-term success hinges on converting its technology and spectrum into recurring revenue.
NextNav Q1 2026 Earnings Call Transcript
NextNav reported its Q1 2026 earnings, detailing a net loss of $10.6 million partially offset by a $12.6 million non-cash gain from warrant revaluation. The company highlighted progress on FCC regulatory processes for resilient PNT technologies and network testing, emphasizing its role in GPS backup solutions. NextNav also discussed its financial strength with $143 million in cash and potential for an additional $200 million from warrants expiring later in the year, alongside expanding strategic opportunities in drones, sensing, and AI-related spectrum demand.
[8-K] NEXTNAV INC. Reports Material Event
NextNav Inc. (NASDAQ: NN) reported first-quarter 2026 results, showing a significant reduction in net loss to $10.621 million from $58.579 million year-over-year, despite a decline in revenue from $1.539 million to $0.995 million. The company remains in investment mode, focusing on developing its positioning and 3D geolocation platform, and ended the quarter with $143 million in cash and short-term investments. NextNav also announced operational highlights including joining the OCUDU Ecosystem Foundation and demonstrating 5G and RFID coexistence.
NextNav Inc. Reports First Quarter 2026 Results and Operational Highlights
NextNav Inc. reported its financial results for the first quarter ended March 31, 2026, alongside operational updates. The company announced $143 million in cash and cash equivalents and short-term investments, and highlighted its ongoing engagement with the FCC regarding spectrum matters. Operational achievements include joining the OCUDU Ecosystem Foundation and demonstrating 5G and RFID coexistence in the lower 900 MHz band.
NextNav Joins OCUDU Ecosystem Foundation to Advance Open Source 5G and 6G Integrated Sensing and PNT
NextNav Inc., a leader in PNT and 3D geolocation solutions, has joined the OCUDU Ecosystem Foundation to advance open source 5G and 6G integrated sensing and PNT capabilities. This collaboration will focus on integrating the 3GPP Positioning Reference Signal (PRS) into the Foundation’s open source RAN stack, supporting network-native PNT and ISAC. The initiative aims to accelerate a triple-purpose vision for public cellular, private wireless, and hybrid terrestrial/satellite networks, providing a resilient complement and backup to GPS.
Vanguard Group Inc. Boosts Stake in NextNav Inc. $NN
Vanguard Group Inc. increased its stake in NextNav Inc. by 9% in the fourth quarter, acquiring 573,214 additional shares to reach 6.93 million shares valued at $115.4 million, representing 5.14% of the company. Despite significant institutional ownership and a "Hold" consensus rating from analysts, insider selling has been observed. NextNav reported quarterly EPS of -$0.13, matching estimates, and has a market cap of $2.73 billion.
NextNav Inc expected to post a loss of 15 cents a share - Earnings Preview
NextNav Inc is projected to report a loss of 15 cents per share, according to a preview of its upcoming earnings. The information is provided by Refinitiv and Reuters. This short article serves as an earnings preview for the company.
UBS Group AG Raises Position in NextNav Inc. $NN
UBS Group AG significantly increased its stake in NextNav Inc. by 35% in the fourth quarter, acquiring an additional 516,045 shares to bring its total holdings to 1,991,825 shares, valued at approximately $33.1 million. This move is part of a broader trend of high institutional ownership in NextNav, with hedge funds and other institutions holding about 79.16% of the stock. Despite some recent insider selling and mixed analyst ratings, the company maintains an average "Hold" rating and a target price of $25.00.
Earnings Preview: NextNav to Report Financial Results Post-market on May 14
NextNav (NN) is scheduled to release its financial results for the quarter ending March 2026 after the market closes on Tuesday, May 14. Analysts predict a loss of $0.09 per share on revenue of $1.52 million. Looking ahead, the adjusted loss per share is expected to be $0.34, with revenue projected at $6.75 million for the full fiscal year 2026.
Understanding the Setup: (NN) and Scalable Risk
This article analyzes Nextnav Inc. (NYSE: NN), highlighting a mid-channel oscillation pattern and a strong risk-reward short setup indicating potential downside. It details three AI-generated trading strategies—Position, Momentum Breakout, and Risk Hedging—tailored for different risk profiles and holding periods, along with multi-timeframe signal analysis for near-term, mid-term, and long-term perspectives.
NextNav (NN) Deepens Losses To Fund 5G PNT Push – Is The Platform Bet Justified?
NextNav Inc. reported increased net losses and debt in 2025, alongside asset growth, as it invests heavily in 5G PNT technology development and deployment. The company is prioritizing long-term platform development over short-term profitability, with a focus on converting pilot programs into commercial contracts and navigating regulatory processes for terrestrial 3D PNT. Despite financial challenges, the launch of a 5G-powered PNT test network signals progress in validating its technology for potential widespread adoption.
Assessing NextNav (NN) Valuation After New 3D PNT Initiatives And Regulatory Momentum
NextNav (NN) has seen a surge in share price momentum following new 3D positioning initiatives and a 5G-powered PNT test network, despite reporting a deeper net loss for 2025. While analysts' price targets are above the current US$19.38, the valuation narrative suggests the stock is currently undervalued at $20, contingent on regulatory actions and successful pilot program expansions. Investors should consider the associated risks detailed in the full risk assessment and explore other investment opportunities.
Assessing NextNav (NN) Valuation After New 3D PNT Initiatives And Regulatory Momentum
NextNav (NN) has attracted attention due to new 3D positioning, navigation, and timing (PNT) initiatives and regulatory support, despite reporting increased net losses and higher debt in 2025. The company's stock has seen strong momentum, with a 30-day return of 17.10% and a one-year return of 46.82%. Analysts' price targets are above the current US$19.38, leading to questions about its valuation.
NextNav (NN) to Release Earnings on Friday
NextNav (NASDAQ:NN) is scheduled to release its Q1 2026 earnings before market open on Friday, May 8th. Analysts forecast a loss of ($0.15) per share and revenue of $0.944 million. The company's stock recently traded near $18.53, with analysts holding a "Hold" rating and an average price target of $25.00.
NextNav to Participate in May 2026 Conferences
NextNav Inc. announced that its Chief Financial Officer, Tim Gray, will participate in two conferences in May 2026: the D. Boral Capital Global Conference on May 7th in New York City and the B. Riley Securities 26th Annual Institutional Investor Conference on May 20-21st in Marina del Rey, CA. NextNav is a leader in next-generation terrestrial Positioning, Navigation, and Timing (PNT) and 3D geolocation solutions. The company leverages licensed low-band spectrum and the global 5G ecosystem to provide accurate and resilient 3D PNT solutions.
NextNav to Participate in May 2026 Conferences
NextNav Inc. announced that its Chief Financial Officer, Tim Gray, will participate in two conferences in May 2026: the D. Boral Capital Global Conference in New York City on May 7, 2026, and the B. Riley Securities 26th Annual Institutional Investor Conference in Marina del Rey, CA, from May 20-21, 2026. NextNav is a leader in next-generation terrestrial Positioning, Navigation, and Timing (PNT) and 3D geolocation solutions.
NextNav Inc expected to post a loss of 15 cents a share - Earnings Preview
NextNav Inc (NN) is projected to report a loss of 15 cents per share, according to an earnings preview. This forecast comes from Refinitiv. The company's stock symbol is NN.
NextNav Announces Date for First Quarter 2026 Earnings Call
NextNav Inc. announced that it will release its first quarter 2026 financial results on Thursday, May 14, 2026, after market close. The company will also host a conference call on the same day at 5:00 PM ET to discuss the results. Interested participants can register for the call or access a live webcast and replay on NextNav's investor relations website.
NextNav Target of Unusually High Options Trading (NASDAQ:NN)
NextNav (NASDAQ:NN) experienced unusually high options trading on Tuesday, with traders acquiring 57,369 call options, a 441% increase from the average. This activity comes as company insiders have sold over 100,000 shares in the past three months, reducing their ownership to 7.70%. Analyst ratings for NextNav are mixed, with a consensus "Hold" rating and a price target of $25.00.
NextNav (NASDAQ:NN) Shares Down 8.8% - What's Next?
NextNav's stock price dropped 8.8% on Tuesday, trading at $15.5050 with lower-than-average volume. Despite mixed analyst ratings, with a consensus "Hold" and a target price of $25.00, insiders have been selling shares, and the company remains unprofitable with a Q1 EPS of ($0.13) and projected annual EPS of ($0.59).
NextNav (NN) Is Down 23.7% After FCC Draft Rulemaking Progress Eases Regulatory Risk Concerns – Has The Bull Case Changed?
NextNav (NN) experienced a 23.7% stock drop despite progress from the FCC on a draft Notice of Proposed Rulemaking, which aims to reduce regulatory risks for terrestrial GPS solutions. The company's investment case relies on its 3D positioning technology becoming a vital GPS complement, with a recent 5G PNT network launch in Santa Clara County serving as a real-world testbed. While regulatory signals are positive, investors are urged to consider potential prolonged FCC timing and shifting priorities.
NextNav (NN) Is Down 23.7% After FCC Draft Rulemaking Progress Eases Regulatory Risk Concerns – Has The Bull Case Changed?
NextNav's stock dropped 23.7% following progress in FCC draft rulemaking, which is easing regulatory risk concerns surrounding its 3D positioning technology. The company's investment narrative focuses on its terrestrial 3D positioning and timing technology becoming an essential complement to GPS, with the FCC's draft NPRM moving to OIRA seen as a key step towards spectrum commercialization. While this development is positive, investors are advised to consider potential delays or shifts in FCC priorities.
Laughing Water Capital Reports Q1 2026 Results and NextNav Outlook
Laughing Water Capital reported a net return of -4.5% for its Class A investment in Q1 2026, slightly worse than the S&P 500 but still maintaining a 10-year average annual return of 17.7%. A significant focus of their investor letter was NextNav Inc. (NASDAQ:NN), which the firm views as largely de-risked due to positive regulatory momentum, including the FCC's submission of a draft Notice of Proposed Rule Making (NPRM) to OIRA, signaling strong support for its terrestrial GPS technology. The firm highlights NextNav's strong stock performance and its critical role as a terrestrial backup to GPS and a 5G wireless spectrum investment.
Here’s Laughing Water Capital’s Updates on Nextnav (NN)
Laughing Water Capital released its first-quarter 2026 investor letter, detailing its portfolio performance and insights into NextNav Inc. (NASDAQ: NN). The firm highlights NextNav as a significant investment in wireless spectrum/5G terrestrial backup to GPS, noting its shares have gained substantially over the past year. Despite market volatility, Laughing Water Capital views NextNav as largely de-risked due to progress with the FCC regarding its Notice of Proposed Rule Making.
The Technical Signals Behind (NN) That Institutions Follow
This article analyzes Nextnav Inc. (NYSE: NN) using AI models, identifying a weak near-term sentiment but strong mid and long-term outlooks. It presents three institutional trading strategies (Position, Momentum Breakout, Risk Hedging) with specific entry, target, and stop-loss levels, and highlights an exceptional 68.0:1 risk-reward setup. The analysis provides multi-timeframe signal analysis, support, and resistance levels for NN.
Oppenheimer sees NextNav stock pressure as buying opportunity
NextNav stock (NASDAQ:NN) recently fell by 30% due to a proposed House amendment that could block the FCC from reconfiguring the lower 900 MHz band; however, Oppenheimer views this as a buying opportunity. Oppenheimer believes the amendment is unlikely to pass and has upgraded NextNav to Outperform with a $25 price target, while B.Riley also raised its target to $29, both anticipating FCC approval for additional spectrum. The company's focus on enhancing its Position, Navigation, and Timing (PNT) capabilities and a strong liquidity position were also noted in its Q4 2025 earnings report despite a net loss.
House Appropriators Move to Block NextNav Proposal
The House Appropriations Committee has cleared a bill that includes an amendment proposed by Rep. David Joyce, R-Ohio, to block federal regulators from implementing NextNav’s proposal for a GPS backup system. NextNav's plan involves altering the 902-928 MHz band to provide 15 megahertz for terrestrial GPS backup and 5G broadband. Lawmakers and 900 MHz incumbents fear that this system could cause interference with RFID chips and tolling systems.
NextNav (NN) Up 49% as Firm Seen an Acquisition Target
NextNav Inc. (NASDAQ:NN) saw its stock rally by 49.4% week-on-week due to expectations that it could become an acquisition target. Oppenheimer upgraded NextNav to "outperform" with a $25 price target, anticipating FCC approval for its spectrum rebranding plans which would significantly enhance its service capabilities. The company also secured FCC approval for a field test validating its 5G operations and existing railroad systems.
NN stock hits all-time high: Oppenheimer upgrades NextNav, sees 47% upside
Oppenheimer has upgraded NextNav (NN) stock, setting a new price target that suggests a 47% upside. This upgrade comes as NextNav's stock recently reached an all-time high, indicating strong market confidence in the company's prospects. The analyst's positive outlook highlights significant growth potential for the company.
NextNav Cleared for More Coexistence Tests
NextNav has received federal approval from the FCC to conduct further field tests for its proposed 5G GPS backup system in Pueblo, Colorado, focusing on coexistence with railroad automatic equipment identification systems. This follows similar tests approved in December for San Jose, California, in an ongoing effort to secure approval for terrestrial GPS backup and 5G broadband in the 902-928 MHz band. The company faces significant opposition from other users of the band due to interference concerns, even as stakeholders believe the FCC is nearing a notice of proposed rulemaking regarding position, navigation, and timing (PNT) systems.
NN Stock Hits All-Time High: Oppenheimer Upgrades NextNav, Sees 47% Upside
NextNav Inc. (NN) stock reached a record high after Oppenheimer upgraded it to "Outperform" with a $25 price target, projecting a 47% upside. The upgrade is driven by anticipated FCC regulatory approval for NextNav's spectrum restructuring, which would expand its presence in the lower 900 MHz band and increase its contiguous spectrum holdings to 15 MHz. Analysts also see growing takeover interest from major telecom and satellite firms like AT&T, Verizon, and SpaceX, further boosting its value.
Oppenheimer upgrades Nextnav stock on expected spectrum approval
Oppenheimer upgraded Nextnav Acquisition Corp. (NN) to Outperform from Perform with a $25 price target, driven by the anticipated FCC approval of the company's spectrum re-banding, which will provide an additional 1MHz of spectrum. The stock had already surged 12% in the past week. Despite the upgrade, InvestingPro analysis suggests the stock might be overvalued, and the company recently reported a net loss for Q4 2025, although it highlighted strong liquidity and advancements in its PNT technology.
Oppenheimer upgrades Nextnav stock on expected spectrum approval
Oppenheimer upgraded Nextnav Acquisition Corp. (NASDAQ:NN) to Outperform from Perform with a $25.00 price target, based on anticipated FCC approval for spectrum re-banding. Despite the upgrade, InvestingPro analysis suggests the stock may be overvalued. The firm also identified T-Mobile, SpaceX, and Verizon as potential strategic acquirers due to Nextnav's advanced PNT technology.
Oppenheimer upgrades NextNav to Outperform with $25 price target
Oppenheimer has upgraded NextNav (NN) to Outperform with a $25 price target, anticipating the FCC's approval of the company's re-branding and an additional 1MHz of spectrum. The firm believes the spectrum could be worth significantly more than their initial valuation depending on FCC restrictions, and identifies several potential strategic acquirers including AT&T, SpaceX, and Verizon.
NextNav Reaches 80-Plus Relative Strength Rating Benchmark
NextNav (NN) has achieved a Relative Strength Rating of 83, up from 76, indicating strong technical performance. This rating is a key metric for investors, signifying that the stock's price movement over the last 52 weeks is outperforming most other stocks. The article highlights this as a significant benchmark for potential investors.
NextNav Inc. Reports Fourth Quarter and Full Year 2025 Results and Operational Highlights
NextNav Inc. (NASDAQ: NN) has reported its financial results and operational highlights for the fourth quarter and full year ending December 31, 2025. The company expresses confidence in the FCC's progression towards a Notice of Proposed Rulemaking for terrestrial PNT solutions. Key operational advancements include board appointments and expanded partnerships, while financial results show $152.1 million in cash and cash equivalents and a net loss of $189.253 million for the full year 2025.
NextNav (NN) outlines 2026 virtual meeting, board elections and EY audit vote
NextNav Inc. (NN) is holding its 2026 virtual annual meeting on May 21, 2026, where shareholders will vote on the election of ten directors and the ratification of Ernst & Young LLP as the independent registered public accounting firm for 2026. The proxy statement details the board's composition, executive compensation, and the voting process for shareholders of record as of March 24, 2026. CEO Mariam Sorond's 2025 total compensation was over $6.5 million, and 9 out of 10 director nominees are independent.
NextNav (NASDAQ:NN) Stock Price Down 8.7% - Here's What Happened
NextNav Inc. (NASDAQ:NN) shares fell 8.7% to $15.17 on Tuesday with significantly reduced trading volume. Analysts hold a negative view on the stock, with ratings including "Reduce" and "Strong Sell." Recent insider selling by the CFO and General Counsel further highlights skepticism, as insiders collectively sold over 100,000 shares last quarter.
NextNav Inc (NN) Shares Gap Down to $15.31 on Apr 7
NextNav Inc (NN) shares dropped by 7.83% to $15.31 on April 7, trading within a 52-week range of $10.64 to $19.91. While analysts forecast an average target price of $20.00, implying a 30.63% upside, GuruFocus estimates a one-year GF Value of $5.89, suggesting a significant downside. The stock currently holds an "Outperform" consensus recommendation from two brokerage firms.
