NextDecade

NEXT

Market cap $1.49B

U.S. exporters of liquefied natural gas—Venture Global, NextDecade, and Cheniere—stand to be big winners from the conflict in Iran.

U.S liquefied natural gas producer NextDecade said on Monday it expects the ​first LNG production from its first ‌liquefaction plant, known as a train, at its Rio Grande facility in the first ​half of 2027.

HOUSTON--(BUSINESS WIRE)--NextDecade Corporation (NextDecade or the Company) (NASDAQ: NEXT) today provided an update on developmental and strategic activities for the fourth quarter 2025 and early first quarter 2026. CEO Commentary “In 2025, we commercialized and achieved positive final investment decisions (FIDs) on Trains 4 and 5 at the Rio Grande LNG Facility with strong expected economic returns, illustrating the robust value and competitiveness of our liquefaction capacity,” said Matt Scha.

Fool.com analysts Matt Frankel and Tyler Crowe are buy-and-hold investors, and the bulk of both of their portfolios consists mainly of solid businesses with reliable cash flow. But both also invest in some more "exciting" businesses as well.

HOUSTON--(BUSINESS WIRE)--NextDecade Corporation (NextDecade or the Company) (NASDAQ: NEXT) announced today that it will host a conference call and webcast on Monday, March 2, 2026, at 10:00 a.m. Eastern Time (9:00 a.m. Central Time) to discuss developments from the fourth quarter 2025 and early 2026. The Company expects to issue an accompanying press release and presentation that day before the market opens. The press release, presentation, and webcast may be accessed through the Company's web.

Hanwha Aerospace Co. Ltd. purchased 1,651,971 shares for a total of $9,399,378.49 at an average price of $5.69 per share across Dec. 11 and 12, 2025.

NextDecade Corporation (NEXT) is rated hold, with Phase 1 of Rio Grande LNG expected to supply first LNG in 2027. NEXT is strategically positioned to benefit from the EU's 2027 Russian gas import ban, targeting significant LNG demand growth. Despite zero current revenue, NEXT's NAV/share of $7.46 suggests a 46% undervaluation versus its $5.10 share price.

Hanwha Aerospace acquired nearly 0.9 million shares worth around $5.7 million between Dec. 8 and Dec. 10, 2025. With this purchase, Hanwha Aerospace's direct ownership in NextDecade has increased significantly.

NEXT begins FERC pre-filing for Train 6 at Rio Grande LNG, signaling a major step toward expanding its LNG production capacity into the next decade.

NextDecade Corp said on Monday it has started the U.S. regulatory pre-filing process to add a sixth liquefaction unit and an extra marine berth at its Rio Grande liquefied natural gas project in Texas, with a full application expected in 2026.