New Fortress EnergyNFE
About: New Fortress Energy Inc is an integrated gas-to-power company. Its business model spans the entire production and delivery chain from natural gas procurement and liquefaction to logistics, shipping, terminals, and conversion or development of a natural gas-fired generation. It has invested in floating, liquefied natural gas vessels to lower the cost of acquiring gas while securing a long-term supply for its terminals. Its segments include Terminals & Infrastructure, and Ships. It generates the majority of its revenue from the Terminals & Infrastructure segment.
Employees: 722
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
85% more repeat investments, than reductions
Existing positions increased: 102 | Existing positions reduced: 55
36% more first-time investments, than exits
New positions opened: 64 | Existing positions closed: 47
6% more funds holding
Funds holding: 236 [Q4 2024] → 249 (+13) [Q1 2025]
1.08% more ownership
Funds ownership: 74.8% [Q4 2024] → 75.88% (+1.08%) [Q1 2025]
9% less call options, than puts
Call options by funds: $79.9M | Put options by funds: $87.3M
31% less funds holding in top 10
Funds holding in top 10: 13 [Q4 2024] → 9 (-4) [Q1 2025]
43% less capital invested
Capital invested by funds: $2.84B [Q4 2024] → $1.61B (-$1.23B) [Q1 2025]
Research analyst outlook
3 Wall Street Analysts provided 1 year price targets over the past 3 months
3 analyst ratings
Stifel Benjamin Nolan | 326%upside $14 | Buy Maintained | 22 Apr 2025 |
Citigroup Ryan Levine | 143%upside $8 | Buy Maintained | 9 Apr 2025 |
Morgan Stanley Devin McDermott | 326%upside $14 | Equal-Weight Maintained | 4 Mar 2025 |
Financial journalist opinion
Based on 14 articles about NFE published over the past 30 days









