NextDecade Corp. (NEXT)
NASDAQEnergyOil & Gas Exploration & ProductionSnapshot 2026-09-04
$7.34-1.08%
Close 2026-09-04 · 1-day change
NASDAQEnergyOil & Gas Exploration & ProductionSnapshot 2026-09-04
QuarterlyIQ Insights · NEXT
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance sits well below its industry cohort — worth keeping an eye on, though it has not freshly broken.
One-year growth currently built into the price, compared with our model's estimate.
A comparable price-assumption read is not available for this company.
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
Usually moved in the same direction.
Price observations: 365 days
Most sensitive to long-term interest rates.
Based on historical daily prices through 2026-09-04.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Worth watching into the next print: this name has erratic recent earnings surprises and has been missing across recent quarters. A fundamental tilt, not a price call.
Model as of 2026-09-04 · Compared with 37 industry peers
NEXT — capital allocation — SIGNATURE Pursuant to the requirements of the Securities Exchange Act of 1934…
Dated 2026-07-02
SIGNATURE Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized. Dated: July 2, 2026 NEXTDECADE CORPORATION By: /s/ Vera de Gyarfas Name: Vera de Gyarfas Title: General Counsel
Why it matters: A clear plan for spending money is important. It helps manage losses.
Supportive ifA public plan for how money will be spent was shared.
Worry ifNo updates on spending plans or more losses without a clear plan.
Why it matters: Revenue growth is a key indicator of company health. It can signal a shift in market position.
Watch forQ2 earnings report shows revenue growth above 2% year over year.
Also watch forQ2 earnings report shows revenue growth below 2% year over year.
Why it matters: A strong CFO can improve financial management. This is key during challenging times.
Supportive ifGood changes in financial reports or cash flow after the CFO's plans start.
Worry ifThe company keeps losing money. There is no better financial management.
Why it matters: Growth in energy revenue may help NextDecade in the future.
Supportive ifSector revenue growth turns positive after a period of decline.
Worry ifContinued decline in sector revenue growth.
We watch for confirming and disproving signals on each item. Resolutions are found automatically where possible and checked by hand for unclear cases. Last 90 days shown.
A larger daily loss that occurred about once in every 20 trading days.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$222 on $10,000 · ±2.2% | How much price usually moves either way. |
| Bad day | $761 loss on $10,000 · 7.6% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $5,510 loss on $10,000 · 55.1% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.
Why it matters: A new CFO can change how the company manages finances. This could affect investor confidence.
Watch forPositive financial numbers came in Q3. This happened after John Zuklic became CFO on July 6, 2026.
Also watch forNegative financial numbers were reported in Q3. This shows a tough change under the new CFO.
Why it matters: Stable leadership can help the company and boost investor trust.
Supportive ifA public announcement will explain the benefits of the CEO's new agreement.
Worry ifNo updates or bad news about the CEO's leadership or new agreement.
Why it matters: Good spending discipline helps control losses and supports growth.
Supportive ifClear news of cost cuts or smart investments that boost cash flow.
Worry ifHigher losses with no new spending plans.
Why it matters: Advancing financing is key for the Rio Grande LNG project. It impacts growth potential.
Supportive ifNew financing deals or partnerships for the Rio Grande LNG project were announced.
Worry ifNo new financing deals or delays in the project.
Why it matters: Growth in energy revenue may show a recovery. This impacts NextDecade's future.
Supportive ifEnergy sector revenue is growing each year.
Worry ifEnergy sector revenue keeps going down.