Recent discussions on X about NextDecade Corporation, trading under the ticker NEXT, have centered on a mix of optimism and concern following insider buying and partnership developments. Posts on the platform highlight a recent director purchase and a collaboration with TotalEnergies on a new project, sparking hope for a potential price breakout among some users. However, others express frustration over the stock's performance, pointing to issues like debt and share dilution as reasons for recent declines.
Additionally, the resignation of the company's CFO has stirred unease among certain investors on X, with some questioning the timing and its impact on market confidence. Despite this, there are voices on the platform urging others to focus on long-term potential, citing insider confidence as a positive signal. The conversation remains dynamic, with price targets and technical levels frequently debated as traders weigh the next moves for NEXT.
Note: This discussion summary was generated from an AI condensation of post data.
NextDecade Corporation Insider Trading Activity
NextDecade Corporation insiders have traded $NEXT stock on the open market 7 times in the past 6 months. Of those trades, 7 have been purchases and 0 have been sales.
Here’s a breakdown of recent trading of $NEXT stock by insiders over the last 6 months:
- AEROSPACE CO., LTD. HANWHA has made 2 purchases buying 1,001,329 shares for an estimated $7,010,032 and 0 sales.
- WILLIAM C VRATTOS has made 2 purchases buying 600,000 shares for an estimated $4,342,600 and 0 sales.
- HILL INVESTMENT PARTNERS LP BARDIN purchased 357,021 shares for an estimated $2,492,899
- MATTHEW K SCHATZMAN (Chief Executive Officer) purchased 281,500 shares for an estimated $2,009,628
- EDWARD ANDREW JR. SCOGGINS purchased 15,000 shares for an estimated $96,835
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
NextDecade Corporation Hedge Fund Activity
We have seen 92 institutional investors add shares of NextDecade Corporation stock to their portfolio, and 86 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- VALINOR MANAGEMENT, L.P. removed 3,125,677 shares (-27.0%) from their portfolio in Q2 2025, for an estimated $27,849,782
- TORTOISE CAPITAL ADVISORS, L.L.C. removed 1,753,186 shares (-100.0%) from their portfolio in Q2 2025, for an estimated $15,620,887
- SIR CAPITAL MANAGEMENT, L.P. added 1,644,432 shares (+13646.7%) to their portfolio in Q2 2025, for an estimated $14,651,889
- ADAGE CAPITAL PARTNERS GP, L.L.C. added 1,300,000 shares (+520.0%) to their portfolio in Q2 2025, for an estimated $11,583,000
- POINT72 ASSET MANAGEMENT, L.P. added 907,472 shares (+inf%) to their portfolio in Q2 2025, for an estimated $8,085,575
- MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. removed 807,028 shares (-35.9%) from their portfolio in Q2 2025, for an estimated $7,190,619
- GOLDMAN SACHS GROUP INC removed 733,530 shares (-73.2%) from their portfolio in Q2 2025, for an estimated $6,535,752
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
NextDecade Corporation Price Targets
Multiple analysts have issued price targets for $NEXT recently. We have seen 2 analysts offer price targets for $NEXT in the last 6 months, with a median target of $9.0.
Here are some recent targets:
- Jason Gabelman from TD Cowen set a target price of $8.0 on 09/15/2025
- Devin McDermott from Morgan Stanley set a target price of $10.0 on 09/12/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.