NextDecade Stock Has Lagged the Market, so Why Did One Investor Buy Up More?

1 hour ago 2

Jonathan Ponciano, The Motley Fool

Sat, May 30, 2026 astatine 11:58 AM CDT 4 min read

On May 14, 2026, Ripple Effect Asset Management disclosed a first-quarter acquisition of 739,723 shares of NextDecade (NASDAQ:NEXT), an estimated $4.21 cardinal commercialized based connected quarterly mean pricing.

What happened

In a SEC filing dated May 14, 2026, Ripple Effect Asset Management LP reported buying 739,723 further shares of NextDecade (NASDAQ:NEXT) during the archetypal quarter. The estimated transaction worth was $4.21 million, calculated utilizing the period’s mean stock price. The fund’s quarter-end presumption successful NextDecade roseate to 1,339,723 shares, with the worth expanding by $7.10 cardinal owed to some the acquisition and banal terms changes.

What other to cognize

Top 5 holdings aft the filing:
- NYSE: XIFR: $26.96 cardinal (18.8% of AUM)
- NYSE: KGS: $26.71 cardinal (18.6% of AUM)
- NYSE: VST: $15.03 cardinal (10.5% of AUM)
- NYSEMKT: IE: $14.66 cardinal (10.2% of AUM)
- NYSE: WMB: $11.79 cardinal (8.2% of AUM)
As of May 13, 2026, NextDecade shares were priced astatine $8.54, up 3% implicit the past twelvemonth and good underperforming the S&P 500, which is up 28% successful the aforesaid period.

Company overview

Metric

Value

Market capitalization	$2 billion
Net income (TTM)	($354.04 million)
Price (as of marketplace adjacent May 13, 2026)	$8.54

Company snapshot

NextDecade develops liquefied earthy state (LNG) export terminals and c seizure and retention (CCS) projects, with the flagship Rio Grande LNG installation successful Texas.
The steadfast engages successful development, liquefaction, and merchantability of LNG, and successful providing CO2 seizure and retention solutions for concern customers, but reported $0 successful LTM gross arsenic of March 31, 2026.
It serves planetary LNG buyers and concern clients seeking decarbonization, with operations focused connected the U.S. Gulf Coast.

NextDecade is an vigor infrastructure developer focused connected LNG export and c seizure projects, based successful Houston, Texas. The institution is progressive successful the U.S. Gulf Coast and focuses connected the improvement of the Rio Grande LNG terminal and CCS projects with third-party concern facilities.

What this transaction means for investors

Though it’s important to enactment Ripple Effect besides holds immoderate enactment options for NextDecade, it appears the money mightiness judge the marketplace hasn’t afloat priced successful the firm’s potential.

NextDecade's Rio Grande LNG task continues moving steadily toward commercialization. As of March, Trains 1 and 2 were astir 68% complete, portion absorption said the broader Phase 1 task remains up of schedule. CEO Matt Schatzman expects the archetypal state to participate the installation during the 2nd fractional of 2026 and the archetypal LNG accumulation successful the archetypal fractional of 2027.

Just arsenic important, NextDecade has already started monetizing aboriginal production. Earlier this year, the institution signed agreements covering much than 175 TBtu of LNG expected to beryllium delivered successful 2027 and 2028. Management said those cargoes are projected to make margins exceeding $3.00 per 1 cardinal British Thermal Units (MMBtu), providing an aboriginal glimpse of the net powerfulness the installation could yet produce.

The longer-term accidental whitethorn beryllium adjacent larger. Trains 1 done 5 are nether construction, portion the institution is advancing improvement plans for Trains 6 done 8, which could adhd astir 18 cardinal tonnes per annum of further liquefaction capacity. And ultimately, if NextDecade delivers Rio Grande LNG connected docket and secures further semipermanent contracts, today's valuation could look precise antithetic erstwhile the task begins generating meaningful currency flow.

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