NE
NEXT
NextDecade Corp
$8.40
+1.69%
$2.2B
No data for this timeframe.
Vol
Market Cap$2.2B
Cap SizeMid Cap
Analyst ConsensusStrong Buy (73%)
Inst. Holders50 funds
Inst. Value$634.7M
Inst. Activity18 buys / 5 sells
Insider Activity1B / 0S
Insider Net $$505.5K
Reddit Sentiment54° Neutral
SEC Reports4
Exchange Nasdaq·Sector Natural Gas Transmisison & Distribution·Inc. DE·CIK 0001612720·Prev Close $8.26
Recent Activity
Jun 11, 2026
SEC
David Stover filed a Form 3 initial statement of beneficial ownership with NextDecade Corp, reporting zero shares of com
3 — Impact 1/10
Jun 5, 2026
SEC
NextDecade Corp appointed John Zuklic as CFO, effective July 6, 2026, replacing the prior CFO. The filing also reports s
8-K — Impact 2/10
May 19, 2026
SEC
NextDecade Corp filed a DEFA14A to correct a scrivener's error in its definitive proxy statement — the name of director
DEFA14A — Impact 2/10
May 13, 2026
Insider
Boylston Luke surrendered for taxes 1,312 shares
Controller @ $8.54 ($11.2K)
Mar 23, 2026
Insider
Beall Pamela K.M. bought 71,500 shares
Director @ $7.07 ($505.5K)
Jan 30, 2026
Insider
Vrattos William C was granted 51,984 shares
Director
Inst.
NEOS Investment Management LLC — DOUBLED
2,542,577 shares ($19.5M)
Inst.
HOTCHKIS & WILEY CAPITAL — TRIM
1,899,050 shares ($14.5M)
Price Targets
$9.40
+11.9% upside
Buy
Current $8.40
Low $7.00
Median $9.00
High $12.00
5 analysts
$7.00
$12.00
Analyst Ratings
3Strong Buy
5Buy
3Hold
0Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| May 13, 2026 | Citigroup | INITIATE | Buy |
| Apr 21, 2026 | Morgan Stanley | MAINTAIN | Equal-Weight → Equal-Weight |
| Feb 24, 2026 | Morgan Stanley | MAINTAIN | Equal-Weight → Equal-Weight |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $-0.52 | $-0.52 — $-0.52 | -82% YoY | 1 |
| Next Q | $-0.55 | $-0.55 — $-0.55 | -309% YoY | 1 |
| Current FY | $-1.25 ▲ +40.8% | $-2.12 — $-0.39 | -24% YoY | 2 |
| Next FY | $0.07 ▼ -56.3% | $-0.02 — $0.16 | 106% YoY | 2 |
Latest Reports
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| BlackRock, Inc. | $175.9M | — |
| Mubadala Investment Co PJSC | $108.8M | — |
| VANGUARD CAPITAL MANAGEMENT LLC | $45.2M | — |
| CITADEL ADVISORS LLC | $33.2M | — |
| STATE STREET CORP | $27.2M | — |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| May 13, 2026 | Boylston Luke | F | $11.2K |
| Mar 23, 2026 | Beall Pamela | BUY | $505.5K |
| Jan 30, 2026 | Vrattos William | A | $0.00 |
| Jan 30, 2026 | Sands Diana | A | $0.00 |
| Jan 30, 2026 | Chapman Frank | A | $0.00 |
Reddit Sentiment
54°▼
Neutral
Bearish
Neutral
Bullish
50 institutional holders with $634.7M total value (82,906,019 shares) as of 2026-Q1. Top holders: BlackRock,, Mubadala, VANGUARD. Net buying activity: 18 institutions added/increased vs 5 reduced.
Top Institutional Holders — 2026-Q1
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 22,963,355 | $175.9M | 27.7% | — |
| 2 | Mubadala Investment Co PJSC | 14,206,376 | $108.8M | 17.1% | — |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 5,906,171 | $45.2M | 7.1% | — |
| 4 | CITADEL ADVISORS LLC | 4,333,900 | $33.2M | 5.2% | — |
| 5 | STATE STREET CORP | 3,548,273 | $27.2M | 4.3% | — |
| 6 | NEOS Investment Management LLC | 2,542,577 | $19.5M | 3.1% | DOUBLED +1741.0% |
| 7 | BALYASNY ASSET MANAGEMENT L.P. | 2,540,155 | $19.5M | 3.1% | DOUBLED +2800.6% |
| 8 | VANGUARD PORTFOLIO MANAGEMENT LLC | 2,442,575 | $18.7M | 2.9% | — |
| 9 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 1,899,050 | $14.5M | 2.3% | TRIM -27.8% |
| 10 | BANK OF AMERICA CORP /DE/ | 1,875,287 | $14.4M | 2.3% | TRIM -46.9% |
| 11 | CITIGROUP INC | 1,851,512 | $14.2M | 2.2% | — |
| 12 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1,728,900 | $13.2M | 2.1% | — |
| 13 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 1,612,474 | $12.4M | 1.9% | ADD +25.2% |
| 14 | PEAK6 LLC | 1,477,400 | $11.3M | 1.8% | — |
| 15 | GOLDMAN SACHS GROUP INC | 1,229,941 | $9.4M | 1.5% | — |
| 16 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1,224,040 | $9.4M | 1.5% | — |
| 17 | TUDOR INVESTMENT CORP ET AL | 1,101,807 | $8.4M | 1.3% | ADD +75.1% |
| 18 | VANGUARD FIDUCIARY TRUST CO | 1,024,524 | $7.8M | 1.2% | — |
| 19 | BALYASNY ASSET MANAGEMENT L.P. | 1,000,000 | $7.7M | 1.2% | DOUBLED +2800.6% |
| 20 | Nuveen, LLC | 785,385 | $6.0M | 0.9% | TRIM -35.3% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| NEOS Investment Management LLC | DOUBLED | 138,108 | 2,542,577 | +1741.0% | $19.5M | 2026-Q1 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | TRIM | 2,629,144 | 1,899,050 | -27.8% | $14.5M | 2026-Q1 |
| TUDOR INVESTMENT CORP ET AL | ADD | 629,344 | 1,101,807 | +75.1% | $8.4M | 2026-Q1 |
| MORGAN STANLEY | TRIM | 1,388,936 | 655,314 | -52.8% | $5.0M | 2026-Q1 |
| Point72 Asset Management, L.P. | TRIM | 618,162 | 456,828 | -26.1% | $3.5M | 2026-Q1 |
| Verition Fund Management LLC | TRIM | 245,081 | 172,239 | -29.7% | $1.3M | 2026-Q1 |
| SEI INVESTMENTS CO | ADD | 82,658 | 146,558 | +77.3% | $1.1M | 2026-Q1 |
| DEUTSCHE BANK AG\ | ADD | 106,740 | 135,415 | +26.9% | $1.0M | 2026-Q1 |
| Brevan Howard Capital Management LP | ADD | 58,340 | 107,925 | +85.0% | $826.7K | 2026-Q1 |
| MetLife Investment Management, LLC | ADD | 62,935 | 95,815 | +52.2% | $733.9K | 2026-Q1 |
| Legal & General Group Plc | TRIM | 107,980 | 77,538 | -28.2% | $593.9K | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC | DOUBLED | 23,405 | 59,785 | +155.4% | $457.9K | 2026-Q1 |
| Atria Investments, Inc | ADD | 24,043 | 30,196 | +25.6% | $231.3K | 2026-Q1 |
| STIFEL FINANCIAL CORP | ADD | 10,782 | 18,729 | +73.7% | $143.5K | 2026-Q1 |
| Russell Investments Group, Ltd. | ADD | 11,784 | 17,491 | +48.4% | $134.0K | 2026-Q1 |
| XPONANCE LLC | ADD | 10,578 | 14,847 | +40.4% | $113.7K | 2026-Q1 |
| NISA INVESTMENT ADVISORS, LLC | DOUBLED | 285 | 10,471 | +3574.0% | $80.2K | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. | DOUBLED | 2,206 | 5,602 | +153.9% | $42.9K | 2026-Q1 |
| NATIONAL BANK OF CANADA /FI/ | ADD | 2,175 | 3,975 | +82.8% | $30.4K | 2026-Q1 |
| CWM, LLC | ADD | 2,506 | 3,778 | +50.8% | $28.9K | 2026-Q1 |
| BNP Paribas Asset Management Holding S.A. | ADD | 2,056 | 3,056 | +48.6% | $23.4K | 2026-Q1 |
| Allworth Financial LP | DOUBLED | 151 | 1,084 | +617.9% | $8.3K | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ | ADD | 124,905 | 170,729 | +36.7% | $1.3K | 2026-Q1 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | ADD | 1,945,794 | 2,629,144 | +35.1% | $13.9M | 2025-Q4 |
| BALYASNY ASSET MANAGEMENT L.P. | DOUBLED | 78,164 | 2,267,259 | +2800.6% | $11.9M | 2025-Q4 |
8 unique insiders with 9 transactions. Net insider value: $505.5K ($505.5K bought, $0.00 sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| May 13, 2026 | Boylston Luke | Controller | TAX W/H | 1,312 | $8.54 | $11.2K |
| Mar 23, 2026 | Beall Pamela K.M. | Director | BUY | 71,500 | $7.07 | $505.5K |
| Jan 30, 2026 | Vrattos William C | Director | AWARD | 51,984 | — | — |
| Jan 30, 2026 | Sands Diana L | Director | AWARD | 40,642 | — | — |
| Jan 30, 2026 | Chapman Frank | Director | AWARD | 30,245 | — | — |
| Jan 30, 2026 | Belke Brian | Director | AWARD | 49,149 | — | — |
| Jan 30, 2026 | Scoggins Edward Andrew Jr. | Director | AWARD | 30,245 | — | — |
| Jan 30, 2026 | Wells Louis Spencer | Director | AWARD | 30,245 | — | — |
| Jan 30, 2026 | Beall Pamela K.M. | Director | AWARD | 30,245 | — | — |
4 SEC filing reports analyzed. Sentiment: 0 bullish, 0 bearish, 0 mixed, 4 neutral. Avg impact: 2.0/10.
NEUTRAL
3
1/10
David Stover filed a Form 3 initial statement of beneficial ownership with NextDecade Corp, reportin
Jun 11, 2026
NEUTRAL
8-K
2/10
NextDecade Corp appointed John Zuklic as CFO, effective July 6, 2026, replacing the prior CFO. The f
Jun 5, 2026
NEUTRAL
DEFA14A
2/10
NextDecade Corp filed a DEFA14A to correct a scrivener's error in its definitive proxy statement — t
May 19, 2026
NEUTRAL
8-K
3/10
NextDecade Corp announced an amended and restated employment agreement with CEO Matthew Schatzman, e
Apr 15, 2026
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Buy (73% buy). Based on 11 analysts: 3 strong buy, 5 buy, 3 hold, 0 sell, 0 strong sell.
Analyst Price Targets
$9.40 mean target
+11.9% upside
Buy (3.00)
$7.00 Low
$12.00 High
| Metric | Value |
|---|---|
| Current Price | $8.40 |
| Target Low | $7.00 |
| Target Mean | $9.40 |
| Target Median | $9.00 |
| Target High | $12.00 |
| # Analysts | 5 |
| Recommendation | Buy (3.00) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$-0.52 | $-0.52 | $-0.52 | -81.7% | +0.0% | — | $0.0B | 0.0% | 1 |
| Next Q 2026-09-30 |
$-0.55 | $-0.55 | $-0.55 | -308.6% | +0.0% | — | $0.0B | 0.0% | 1 |
| Current FY 2026-12-31 |
$-1.25 | $-2.12 | $-0.39 | -24.0% | +40.8% | 0↑ 1↓ | $0.0B | 0.0% | 2 |
| Next FY 2027-12-31 |
$0.07 | $-0.02 | $0.16 | 105.6% | -56.3% | 1↑ 0↓ | $1.5B | 0.0% | 2 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $-0.520 | |
| 7d ago | $-0.520 | |
| 30d ago | $-0.520 | |
| 60d ago | $0.000 | -0.520 |
| 90d ago | $0.000 | -0.520 |
2 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 1 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| May 13, 2026 | Citigroup | INITIATE | — | Buy |
| Apr 21, 2026 | Morgan Stanley | MAINTAIN | Equal-Weight | Equal-Weight |
| Feb 24, 2026 | Morgan Stanley | MAINTAIN | Equal-Weight | Equal-Weight |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 3 | 5 | 3 | 0 | 0 | 73% | |
| May 1, 2026 | 2 | 5 | 3 | 0 | 0 | 70% | |
| Apr 1, 2026 | 2 | 5 | 3 | 0 | 0 | 70% | |
| Mar 1, 2026 | 2 | 5 | 3 | 0 | 0 | 70% | |
| Feb 1, 2026 | 2 | 4 | 3 | 0 | 0 | 67% | |
| Jan 1, 2026 | 2 | 4 | 3 | 0 | 0 | 67% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
54°
Neutral
Bearish
Neutral
Bullish
32 mentions
10 bullish
7 bearish
30 time periods
Reddit Sentiment History
| Date | Mentions | Sentiment | Bullish | Bearish | Threads |
|---|---|---|---|---|---|
| May 29, 2026 | 1 | 40° Cool | 0 | 1 | 1 |
| May 29, 2026 | 1 | 40° Cool | 0 | 1 | 1 |
| May 22, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| May 22, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| May 21, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| May 21, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
| May 21, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
| May 6, 2026 | 1 | 40° Cool | 0 | 1 | 1 |
| May 6, 2026 | 1 | 40° Cool | 0 | 1 | 1 |
| Apr 23, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| Apr 23, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| Apr 23, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| Apr 23, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| Apr 19, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
| Apr 18, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
| Apr 10, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
| Apr 10, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
| Apr 8, 2026 | 2 | 56° Neutral | 0 | 0 | 2 |
| Apr 8, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| Mar 30, 2026 | 1 | 56° Neutral | 0 | 0 | 1 |
| Mar 30, 2026 | 1 | 56° Neutral | 0 | 0 | 1 |
| Mar 19, 2026 | 1 | 56° Neutral | 0 | 0 | 1 |
| Mar 19, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
| Mar 19, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
| Mar 18, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| Mar 18, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| Mar 2, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
| Mar 2, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
| Feb 28, 2026 | 1 | 40° Cool | 0 | 1 | 1 |
| Feb 12, 2026 | 2 | 33° Cool | 0 | 2 | 2 |
Jun 11, 2026
short_volume
Short Volume: NEXT — 55.3% short (0.6M / 1.0M)
Short: 569,875 | Exempt: 2,496 | TRF Vol: 1,029,596 | Short Ratio: 55.3% | Off-exchange volume (dark pool + OTC)
Jun 10, 2026
short_volume
Short Volume: NEXT — 64.3% short (0.6M / 0.9M)
Short: 572,809 | Exempt: 0 | TRF Vol: 891,136 | Short Ratio: 64.3% | Off-exchange volume (dark pool + OTC)
Jun 9, 2026
short_volume
Short Volume: NEXT — 56.1% short (0.6M / 1.0M)
Short: 577,087 | Exempt: 471 | TRF Vol: 1,028,008 | Short Ratio: 56.1% | Off-exchange volume (dark pool + OTC)
Jun 8, 2026
short_volume
Short Volume: NEXT — 67.6% short (0.4M / 0.5M)
Short: 355,704 | Exempt: 8,843 | TRF Vol: 526,412 | Short Ratio: 67.6% | Off-exchange volume (dark pool + OTC)
Jun 5, 2026
short_volume
Short Volume: NEXT — 69.2% short (0.7M / 1.0M)
Short: 696,636 | Exempt: 1,491 | TRF Vol: 1,006,811 | Short Ratio: 69.2% | Off-exchange volume (dark pool + OTC)
Jun 3, 2026
short_volume
Short Volume: NEXT — 58.4% short (0.5M / 0.9M)
Short: 517,772 | Exempt: 1,564 | TRF Vol: 886,706 | Short Ratio: 58.4% | Off-exchange volume (dark pool + OTC)
May 27, 2026
short_volume
Short Volume: NEXT — 58.7% short (0.7M / 1.1M)
Short: 659,991 | Exempt: 120 | TRF Vol: 1,124,921 | Short Ratio: 58.7% | Off-exchange volume (dark pool + OTC)
May 15, 2026
short_volume
Short Volume: NEXT — 59.6% short (1.1M / 1.8M)
Short: 1,058,178 | Exempt: 7,547 | TRF Vol: 1,776,786 | Short Ratio: 59.6% | Off-exchange volume (dark pool + OTC)
May 12, 2026
short_volume
Short Volume: NEXT — 56.3% short (0.7M / 1.2M)
Short: 680,151 | Exempt: 3,334 | TRF Vol: 1,207,937 | Short Ratio: 56.3% | Off-exchange volume (dark pool + OTC)
May 11, 2026
short_volume
Short Volume: NEXT — 68.7% short (1.1M / 1.7M)
Short: 1,137,191 | Exempt: 2,380 | TRF Vol: 1,654,678 | Short Ratio: 68.7% | Off-exchange volume (dark pool + OTC)
May 8, 2026
short_volume
Short Volume: NEXT — 63.7% short (0.6M / 1.0M)
Short: 637,876 | Exempt: 0 | TRF Vol: 1,000,778 | Short Ratio: 63.7% | Off-exchange volume (dark pool + OTC)
May 6, 2026
short_volume
Short Volume: NEXT — 59.4% short (0.8M / 1.4M)
Short: 815,974 | Exempt: 1,745 | TRF Vol: 1,374,351 | Short Ratio: 59.4% | Off-exchange volume (dark pool + OTC)
May 5, 2026
short_volume
Short Volume: NEXT — 59.1% short (1.0M / 1.7M)
Short: 1,017,729 | Exempt: 3,904 | TRF Vol: 1,721,020 | Short Ratio: 59.1% | Off-exchange volume (dark pool + OTC)
May 4, 2026
short_interest
FTD: NEXT — 244,372 shares ($1.9M) failed to deliver
Settlement: 20260504, Price: $7.83, FTD Value: $1,913,432.76, NEXTDECADE CORP
May 1, 2026
earnings_calendar
NEXT Q1 2026 Earnings Scheduled — 2026-05-01