New Era Energy & Digital (NUAI)
Develops powered sites and data-center assets for AI and hyperscale demand.
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Develops powered land, Powered Shells, and build-to-suit data-center projects for AI and hyperscale demand in the Permian Basin. The strategy brings together land, power, and connectivity while the business remains development-stage after its move away from legacy gas operations.
Develops powered land, Powered Shells, and build-to-suit data-center assets for AI and hyperscale demand in the Permian Basin through campus projects.
The strategy assembles land, power, and connectivity for campuses rather than operating as a mature hyperscale provider. Its key disclosed project, Texas Critical Data Centers in Ector County near Odessa, is planned as a multi-phase AI and high-performance-computing campus.
Operations are concentrated in West Texas after a pivot away from legacy natural-gas operations. Development depends on obtaining and integrating land, power, and connectivity, and its data-center business has limited operating history.
Company facts
No analyst consensus on record.
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $86.2M · Total debt $15.2M · Total assets $174.7M · Shareholders' equity $138.6M
- Revenue
- $36.5K
- Operating income
- −$16.6M
- Net income
- −$20.4M
No dividends on record.
| Institutions | ≈ 51.31% | 54.68M shares | |
|---|---|---|---|
| 145 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail | |||
| Insiders | 0.68% | 725.0K shares | |
| 2 holders · as of Jul 8, 2026 | |||
| Other | ≈ 48.01% | 51.16M shares | |
| remainder | |||
106.56M company shares as of Sep 23, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
Two share counts disagree (106.56M in the company's Sep 23, 2026 report, 57.27M elsewhere); stakes use the report.
This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
Hood River Capital Management LLCInstitution | 8.07% | 8.60M | as of Jun 30, 2026 |
BlackRock, Inc.Institution | 6.76% | 7.21M | as of Jun 30, 2026 |
State Street CorpInstitution | 3.92% | 4.18M | as of Jun 30, 2026 |
Conversant Capital LLCInstitution | 3.30% | 3.52M | as of Jun 30, 2026 |
Vanguard Capital Management LLCInstitution | 3.10% | 3.30M | as of Jun 30, 2026 |
Insider tradesForm 4
No open-market trades in the last 12 months.
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Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| New Era Energy & Digital | $6.80 | −2.51% | $399.5M | — | — | 336.1 | −82.6% |
| Cipher Digital | $19.40 | +1.62% | $7.81B | — | — | 40.9 | −43.0% |
| Applied Digital | $28.46 | −0.28% | $8.22B | — | — | 14.3 | +580.7% |
| Core Scientific | $18.82 | +0.16% | $6.04B | — | 818.5 | 13.7 | +108.8% |
| IREN | $48.95 | +0.82% | $17.33B | — | — | 24.5 | −26.8% |
| TeraWulf | $17.20 | −0.75% | $8.59B | — | — | 52.0 | −6.0% |
| Median | — | 818.5 | 24.5 | −6.0% |