Market Cap
$716.1M
NUAI
New ERA Energy & Digital, Inc.
$6.29 ▼ -1.26%
Prev close $6.37Market cap$716.1M
ConsensusStrong Buy
12-mo target$12.50 (+98.7%)
▲ Bullish
Analyst conviction 9/10
High Impact Filing (7/10)22 New Institutional Positions9 Institutional Exits Traditional Energy
Snapshot
The big-picture read on NUAI right now — valuation, ownership and activity at a glance.
Cap Size
Small Cap
Analyst Consensus
Strong Buy (89%)
Inst. Holders
50 funds
Inst. Value
$337.5M
Inst. Activity
22 buys / 9 sells
Social Sentiment
60° Warm
SEC Reports
8
Press Releases
7
Price chart 30d +19.4%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 21, 2026 contract
Aug 17, 2026 SEC New Era Energy & Digital Secures 20-Year, 207 MW PPA with Vistra
Firm, contracted power for up to 207 MW gives New Era control of Phase 1 power
New Era Energy & Digital published an investor presentation highlighting key development milestones at its Texas Critica
8-K — Impact 4/10
New Era Energy & Digital announced construction permits are in hand for its Texas Critical Data Centers project, with Ph
Impact 4/10
New Era Energy & Digital reported a Q1 2026 EPS of -$0.16, significantly missing the consensus estimate of -$0.09 by 88.
PRESS-RELEASE — Impact 7/10
New Era Energy & Digital (NUAI) filed an 8-K announcing its Audit Committee determined the Q1 2026 unaudited financial s
8-K — Impact 8/10
New Era Energy & Digital announced Bankruptcy Court approval of a $1.0M settlement resolving trustee-controlled claims i
Impact 4/10
Jun 30, 2026 Inst.
Hood River Capital Management — NEW
8,596,985 shares ($54.8M)
Jun 30, 2026 Inst.
BlackRock, Inc. — DOUBLED
7,207,876 shares ($46.0M)
Analyst ratings buy % +1.1%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
89% rate it Buy or better · 9 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 29, 2026 | B. Riley Securities | MAINTAIN | Buy | 54% |
| Jul 7, 2026 | B. Riley Securities | INITIATE | Buy | 54% |
| Apr 16, 2026 | Northland Capital Markets | INITIATE | Outperform | 51% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 2 | 6 | 1 | 0 | 0 | 89% | |
| Aug 1, 2026 | 2 | 6 | 1 | 0 | 0 | 89% | |
| Jul 1, 2026 | 2 | 5 | 1 | 0 | 0 | 88% | |
| Jun 1, 2026 | 2 | 5 | 1 | 0 | 0 | 88% |
Price targets
Where 2 covering analysts think NUAI trades over the next 12 months.
$12.50 +98.7% upside Strong Buy
Current$6.29 Low$12.00 Median$12.50 High$13.00 2 analysts
$12.00$13.00
Analyst rating Strong Buy· 1.0/5 as of Oct 2, 2026
Social media sentiment mood +0.0%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
60°
Warm
BearishNeutralBullish
Recent posts
Thanks New Era Helium
▲ 1 · 💬 5· ⚡ 0.5
NUAI: 43% short float, record short interest, cheapest options in a year, and a stack of catalysts over the next 45 days
▲ 1 · 💬 5· ⚡ 0.5
NUAI signed a 20-year power deal. The financing is the part I’m watching.
▲ 1 · 💬 1· ⚡ 0.5
Is $NUAI still a viable play?
▲ 1 · 💬 2· ⚡ 0.5
$NUAI x Russel 3000 on Monday
▲ 1 · 💬 1· ⚡ 0.2
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
8 SEC filing reports analyzed · 0 bullish, 2 bearish, 0 mixed, 6 neutral · avg impact 4.5/10.Plus 7 press releases.
NEUTRAL8-K4/10
New Era Energy & Digital published an investor presentation highlighting key development milestones
Aug 17, 2026
BEARISHPRESS-RELEASE7/10
New Era Energy & Digital reported a Q1 2026 EPS of -$0.16, significantly missing the consensus estim
Aug 11, 2026
BEARISH8-K8/10
New Era Energy & Digital (NUAI) filed an 8-K announcing its Audit Committee determined the Q1 2026 u
Jul 30, 2026
NEUTRAL32/10
Andrew F. Casazza, Chief Corporate Officer of New Era Energy & Digital, Inc., filed a late Form 3 in
Jul 9, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 21, 2026
contract
New Era Energy & Digital Secures 20-Year, 207 MW PPA with Vistra
Firm, contracted power for up to 207 MW gives New Era control of Phase 1 power
Sep 2, 2026
ftd
FTD: NUAI — 200,553 shares ($1.0M) failed to deliver
Settlement: 20260902, Price: $4.85, FTD Value: $972,682.05, NEW ERA ENERGY & DIGITAL, INC.
Aug 14, 2026
regulatory
New Era Energy & Digital Files Q2 2026 Form 10-Q and Announces TCDC Construction Permits
Construction Permits in hand, Air permit filing will support ~550MW at Phase 2, expected to take combined TCDC Phase 1 and 2 capacity to ~757MW Constr
Aug 14, 2026
earnings_calendar
NUAI Q2 2026 Earnings Scheduled — 2026-08-14
Aug 12, 2026
earnings_calendar
NUAI Q2 2026 Earnings Scheduled — 2026-08-12
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $-0.11 | $-0.11–$-0.11 | — | -4.8% | 0↑ 1↓ | $0.0B | 1 |
| Next Q | $-0.11 | $-0.11–$-0.11 | — | +26.7% | 0↑ 1↓ | $0.0B | 1 |
| Current FY | $-0.49 | $-0.49–$-0.49 | — | +7.5% | 0↑ 1↓ | $0.0B | 1 |
| Next FY | $-0.26 | $-1.07–$0.55 | 46.9% | +68.1% | 1↑ 0↓ | $0.0B | 2 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $-0.110 | — |
| 7d ago | $-0.105 | -0.005 |
| 30d ago | $-0.105 | -0.005 |
| 60d ago | $-0.090 | -0.020 |
| 90d ago | $-0.100 | -0.010 |
Institutional ownership
Which big funds own NUAI (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $337.5M total value (52,895,758 shares) as of 2026-Q2. Top holders: Hood, BlackRock,, SUSQUEHANNA. Net buying activity: 22 institutions added/increased vs 9 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| Hood River Capital Management LLC | 8,596,985 | $54.8M | 16.3% | NEW |
| BlackRock, Inc. | 7,207,876 | $46.0M | 13.6% | DOUBLED +803.9% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 4,213,600 | $26.9M | 8.0% | NEAR_EXIT -97.9% |
| STATE STREET CORP | 4,179,391 | $26.7M | 7.9% | DOUBLED +2040.0% |
| VANGUARD CAPITAL MANAGEMENT LLC | 3,299,241 | $21.0M | 6.2% | DOUBLED +130.5% |
| MARSHALL WACE, LLP | 2,167,583 | $13.8M | 4.1% | DOUBLED +594.8% |
| GEODE CAPITAL MANAGEMENT, LLC | 2,133,203 | $13.6M | 4.0% | DOUBLED +334.0% |
| Alyeska Investment Group, L.P. | 1,712,686 | $10.9M | 3.2% | NEW |
| MORGAN STANLEY | 1,570,764 | $10.0M | 3.0% | DOUBLED +301.0% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1,309,100 | $8.4M | 2.5% | NEAR_EXIT -97.9% |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| Hood River Capital Management LLC | NEW | — | 8,596,985 | — | $54.8M |
| BlackRock, Inc. | DOUBLED | 797,382 | 7,207,876 | +803.9% | $46.0M |
| STATE STREET CORP | DOUBLED | 195,300 | 4,179,391 | +2040.0% | $26.7M |
| VANGUARD CAPITAL MANAGEMENT LLC | DOUBLED | 1,431,045 | 3,299,241 | +130.5% | $21.0M |
| MARSHALL WACE, LLP | DOUBLED | 311,984 | 2,167,583 | +594.8% | $13.8M |
| GEODE CAPITAL MANAGEMENT, LLC | DOUBLED | 491,557 | 2,133,203 | +334.0% | $13.6M |
| Alyeska Investment Group, L.P. | NEW | — | 1,712,686 | — | $10.9M |
| MORGAN STANLEY | DOUBLED | 391,701 | 1,570,764 | +301.0% | $10.0M |
| UBS Group AG | DOUBLED | 313,081 | 1,264,273 | +303.8% | $8.1M |
| FIRST TRUST ADVISORS LP | TRIM | 1,614,504 | 1,027,183 | -36.4% | $6.6M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
2 insiders, 2 transactions. Net $0.00 — $0.00 bought, $0.00 sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Jun 22, 2026 | Rovell Darin Charles | Chief Accounting Officer | AWARD | 325,000 | — | — |
| Apr 28, 2026 | CASAZZA ANDREW F | Chief Corporate Officer | AWARD | 400,000 | — | — |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for NUAI.
Shares short
26,385,727
Settlement Sep 15, 2026
Change vs prior
-1.8%
Semi-monthly cycle
Days to cover
4.3
At avg daily volume
Of shares outstanding
≈24.8%
Estimate — not % of float
All NUAI filing & press-release reports (15)
- 8-K reportAug 17, 2026
- PRESS-RELEASE reportAug 14, 2026
- PRESS-RELEASE reportAug 11, 2026
- 8-K reportJul 30, 2026
- PRESS-RELEASE reportJul 9, 2026
- 3 reportJul 9, 2026
- 8-K reportJul 6, 2026
- PRESS-RELEASE reportMay 15, 2026
- PRESS-RELEASE reportApr 14, 2026
- PRESS-RELEASE reportApr 10, 2026
- PRESS-RELEASE reportApr 9, 2026
- PRESS-RELEASE reportApr 8, 2026
- EFFECT reportMar 19, 2026
- 8-K reportMar 18, 2026
- S-3/A reportMar 12, 2026