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NFNFE

New Fortress Energy Inc.

$NFE·$94M·Oil & Gas Midstream·Energy
$12.20-2.5%YTD+997.4%1Y-87.5%
Price updated 7m ago·X counts updated 3d ago
NFNFE
$NFENew Fortress Energy Inc.
$12.20-2.48%2.5k posts1.1×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $NFE on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

2,452X posts · last 7 days
Sep 3Sep 14
Chatter Meter
1.1×
QuietNormal · 1×Loud

How loud $NFE's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 88% of tracked names.

AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $NFE — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Comeback attemptWinding up for a moveAI verdict · as of 2026-09-16

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Fresh out of a big corporate restructuring — a distressed LNG player that just split its Brazilian assets out and cut debt to $700M.

New Fortress Energy is a gas-to-power infrastructure operator (LNG terminals, ships, power plants) that just completed a major restructuring — Brazilian assets carved into 'BrazilCo,' remaining assets into 'CoreCo,' and debt cut to $700M. The stock chart looks explosive purely because of a reverse split; the real story is the recap.

  • Debt reset is the real news: down to $700M plus a fresh capital raise participation from Bank of New York Mellon — a distressed name that just bought itself another shot.
  • Operations are still bleeding: Q2 revenue $312M at a -24% operating margin — the underlying business isn't earning while it rebuilds around the split.
  • Governance is unsettled: CFO Guinta resigned Aug 21, Chief Accounting Officer Hundt is interim while a full search runs — a lot to underwrite on top of the restructuring.

At a ~$90M market cap freshly recapitalized, this reads as a coiling turnaround — a permanent CFO named and the Nov 5 Q3 print with the post-split cash-flow picture would restart it; a liquidity scare or a snapped covenant breaks it. Technicals are in extreme flux until the split settles.

What to watch: A permanent CFO appointment, the Nov 5 Q3 print showing the new CoreCo cash-flow profile, and covenant compliance on the reduced $700M debt. A snapped covenant or a fresh liquidity scare breaks the coiling turnaround thesis.

On the calendar: 2026-11-05 — Q3 earnings

recent corporate restructuringcfo resignationreverse split artifact

Read the AI verdict on $NFE

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Builds LNG import terminals and gas-to-power infrastructure in emerging markets to displace more expensive oil-fired generation.

Industry overviewAI analysisGenerated by AI from underlying data

Where Oil & Gas Midstream sits in its cycle right now — and what that implies for $NFE.

Oil & Gas Midstream · Energy

LNG export capacity expansion and record Permian gas throughput are the structural demand drivers; fee-based toll models insulate from commodity swings. NFE completed a debt restructuring this week, cutting leverage to $700M—removing a near-term solvency overhang. European winter gas demand uncertainty is a secondary watchpoint for LNG spot pricing.

What this means for $NFE

Partial — LNG gas-to-power infrastructure in Jamaica, Brazil, and Puerto Rico; debt restructuring completed this week reduces solvency risk, but project-finance leverage and execution on new terminal capacity remain key watchpoints.

Top industry ETF

$AMLPAlerian MLP ETF
+16.3%YTD
+16.6%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-0.1How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-3.2%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
-22.5%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-5.9%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
0.1Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-17.4%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
3.8%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
-16.5Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 6, 2026$-0.65$-0.10-519.0%
Q1 2026May 13, 2026$-1.40$-9.50+85.3%
Q1 2026Apr 6, 2026$-23.50$-54.00+56.5%
Q3 2025Nov 21, 2025$-0.54$-0.38-41.7%
Next earningsMon, Nov 9·consensus EPS $3.50

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$312.5M+3.6%3.0%-24.3%$-1.30$-198.2M
Q1 FY26$227.0M-51.9%-27.6%-48.6%$-1.40$-163.9M
Q4 FY25$395.7M-41.7%21.9%-6.6%$-2.78$99.5M
Q3 FY25$327.4M-42.3%4.3%-22.0%$-1.07$-296.7M

Forward consensus

3-year forecast · up to 1 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$3.1B$3.1B – $3.1B-$1.19-$1.19 – -$1.191
FY27$3.2B$3.2B – $3.2B$0.05$0.05 – $0.051
FY28$2.0B$2.0B – $2.0B-$0.04-$0.04 – -$0.041

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.3×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.73%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+627.3%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+1023.4%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatTiny float · 3.8M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today13.4% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.325-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

3New insider — initial holdingsSep 163
SC 13D/AActivist amendmentSep 15SC 13D/A
SC 13D/AActivist amendmentSep 15SC 13D/A
8-KAcquisition completedSep 118-K — Item 1.01: Material agreement · Item 1.02: Agreement terminated · Item 2.01: Acquisition completed · Item 2.03: Material debt obligation · Item 3.02: Unregistered equity sale · Item 3.03 · Item 5.02: Officer or director change · Item 5.03: Charter amendment · Item 8.01: Other event
AI summary

New Fortress Energy completed a major corporate restructuring on September 11, 2026, splitting into 'BrazilCo' (holding Brazilian LNG infrastructure assets) and 'CoreCo' (remaining assets), with multiple existing debt instruments simultaneously terminated. The reorganization was implemented under both UK Part 26A restructuring plans and US Chapter 15 proceedings, reflecting a highly complex pre-arranged financial reorganization. This represents a fundamental reorganization of NFE's balance sheet and asset structure with differentiated creditor treatment across the two successor entities. The transaction effectively resolves NFE's prior debt overhang through a court-supervised restructuring rather than an outright default.

8-KOfficer or director changeSep 108-K — Item 5.02: Officer or director change
AI summary

Following CFO Christopher Guinta's resignation, New Fortress Energy's Board appointed Chief Accounting Officer Frederick Hundt as interim CFO on September 3, 2026, while conducting a search for a permanent replacement. Hundt, age 49, joined NFE in June 2025 as Global Controller and became CAO in July 2026, previously holding finance roles at GXO Logistics and Mastercard. He will serve as both principal financial officer and principal accounting officer during the interim period.

8-KOfficer or director changeAug 218-K — Item 5.02: Officer or director change
AI summary

New Fortress Energy CFO Christopher S. Guinta resigned effective August 21, 2026. Chief Accounting Officer Frederick W. Hundt signed the 8-K filing on that date, presaging his subsequent appointment as interim CFO (disclosed in a separate filing). A permanent CFO search is underway considering both internal and external candidates. This CFO departure occurred during the company's major restructuring into BrazilCo and CoreCo.

3New insider — initial holdingsJul 93
8-KMaterial agreementJun 258-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation
+ 28 other (7 8-Ks · 3 proxys · 2 10-Qs · 2 UPLOADs) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Bank of New York Mellon Corp Takes Position in New Fortress Energy LLC $NFEdefenseworld.net·3d agoNew Fortress completes restructuring, cuts debt to $700 millionreuters.com·6d agoNew Fortress Energy Inc. Successfully Completes Restructuring and Recapitalization Transaction & Capital Raise Participationbusinesswire.com·6d agoNew Fortress Energy Inc. Announces Update on Reverse Stock Splitbusinesswire.com·7d agoNew Fortress Energy Inc. Announces Reverse Stock Splitbusinesswire.com·8d ago

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Voices on X · last 7 days

No standout posts about $NFE on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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