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NFNFE

New Fortress Energy Inc.

Hot onWhy it's trendingX chatter spiked vs its recent normRecent insider buying clusterPrice and volume picking up
$NFE·$25M·Oil & Gas Midstream·Energy
$4.15-0.7%YTD+278.1%1Y-95.4%
Price updated 4h ago·X counts updated 5d ago
NFNFE
$NFENew Fortress Energy Inc.
$4.15-0.72%1.9k posts2.6×
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.

1,867X posts · last 7 days
Sep 29Oct 11
Chatter Meter
2.6×
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 running louder than usual, louder than 98% 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 2026-10-02

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

New Fortress collapsed 95% in a year — now three insiders are buying and the stock is quietly off the floor.

New Fortress Energy is a global LNG and natural-gas infrastructure company that nearly went to zero in a year — the equity collapsed 95% on debt and operational issues. Three insiders have bought in the last 30 days, which is the first new signal in a while.

  • The business is still shrinking: Q1 revenue grew just 3.6% YoY with a -24% operating margin — recovery hasn't shown up in the P&L yet, so this is a bet on insiders knowing something the market doesn't.
  • The insider cluster (3 distinct buyers in 30 days) is the signal — after a 94% drawdown and with volume at 19% of its 30-day average, meaningful insider accumulation on a tiny float move is non-trivial.
  • The YTD +418% off a wiped-out base is misleading context — the stock is still at a $39M market cap with meaningful debt, so this remains a solvency bet as much as a recovery one.

Nov 9 earnings is the test — any evidence of EBITDA stabilization or a debt-restructuring update is what the insiders are presumably buying ahead of. Another miss plus the still-stressed balance sheet and this slips back toward the floor.

What to watch: Nov 9 Q3 earnings — operating cash flow, debt-restructuring progress, and any asset-sale announcements. A new dilutive raise or a missed interest payment is the hard invalidator.

On the calendar: 2026-11-09 — Q3 earnings

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
Free, forever. No credit card.

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

No material change from last week — LNG export capacity expansion and record Permian gas throughput are the structural demand drivers for fee-based midstream.

What this means for $NFE

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

Top industry ETF

$AMLPAlerian MLP ETF
+10.3%YTD
+15.8%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$-65.00$-10.50-519.0%
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 earningsThu, Nov 5·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-$4.19-$4.19 – -$4.191
FY27$3.2B$3.2B – $3.2B$2.08$2.08 – $2.081
FY28$2.0B$2.0B – $2.0B$0.48$0.48 – $0.481

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.23%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.-8.6%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.+140.3%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 today5.9% 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.β1.425-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.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

BuySep 30King Street Capital Management Gp, L.l.c.10% owner43.8K sh—BuySep 18Strategic Value Partners, Llc10% owner10.0K sh—BuySep 16Strategic Value Partners, Llc10% owner10.0K sh—BuySep 14Strategic Value Partners, Llc10% owner60.0K sh—BuySep 11Wesley R EdensCEO35.0K sh—
+ 1 other (1 award) in window

See when $NFE insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

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

SC 13D/AActivist amendmentOct 14SC 13D/A
3New insider — initial holdingsOct 13
3New insider — initial holdingsSep 233
AI summary

Steven J. Pully filed a Form 3 as a newly appointed Director of New Fortress Energy Inc. (NFE), effective September 11, 2026; specific security holdings at the time of appointment are not visible in the excerpt. This is a routine administrative insider reporting disclosure required upon joining the Board of this LNG infrastructure company.

SC 13DActivist position (5%+)Sep 18SC 13D
3New insider — initial holdingsSep 183
3New insider — initial holdingsSep 183
3New insider — initial holdingsSep 183
3New insider — initial holdingsSep 163
AI summary

Strategic Value Partners, LLC filed a Form 3 for New Fortress Energy Inc. (NFE), reporting initial indirect beneficial ownership of approximately 1,318,372 shares of Class A Common Stock (held across multiple fund entities) as of September 11, 2026. The firm is designated as both a director and 10%+ owner, indicating it has recently crossed the ownership threshold or secured a board seat. All holdings are indirect through affiliated fund structures, reflecting a significant institutional position in the financially distressed LNG infrastructure company.

+ 32 other (7 8-Ks · 5 13Gs · 3 routine 8-Ks · 2 SC 13D/As) in window

Recent news

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

Head-To-Head Analysis: C3is (NASDAQ:CISS) vs. New Fortress Energy (NASDAQ:NFE)defenseworld.net·15d agoDid New Fortress Energy Inc. Insiders Breach their Fiduciary Duties to Shareholders?gurufocus.com·18d agoDid New Fortress Energy Inc. Insiders Breach their Fiduciary Duties to Shareholders?prnewswire.com·18d agoNew Fortress Energy (NASDAQ:NFE) vs. Infinity Natural Resources (NYSE:INR) Head to Head Contrastdefenseworld.net·19d agoQatarEnergy says Hormuz crisis may delay LNG expansion projectsreuters.com·26d 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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