New Era Energy & Digital
Develops powered sites and data-center assets for AI and hyperscale demand.
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Profile
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
Key statistics
Year to date +35.3% · Average volume (30d) 6.6M
Analysts
No analyst consensus on record.
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Aug 14, 2026Q2 FY26 | −$0.09 | −$0.18 | −111.8% | $500.0K | $36.5K | −92.7% | +7.69% |
| May 14, 2026Q1 FY26 | −$0.07 | −$0.15 | −114.3% | $50.0K | $802.4K | +1,504.7% | −7.58% |
| Mar 11, 2026Q4 FY25 | — | −$0.41 | — | — | $190.0K | — | −6.46% |
| Nov 13, 2025Q3 FY25 | — | −$0.20 | — | — | $159.4K | — | −5.42% |
Financial highlights
| 8 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $326.5K | $209.1K | $159.4K | $190.4K | $802.4K | $36.5K | |
| Gross profit | $326.5K | $209.1K | $159.4K | $190.4K | $131.4K | −$540.2K | |
| Operating income | −$2.1M | −$1.9M | −$4.2M | −$4.3M | −$7.2M | −$16.6M | |
| Net income | −$3.3M | −$3.6M | −$5.8M | −$16.9M | −$9.0M | −$20.4M | |
| Diluted EPS | −$0.24 | −$0.21 | −$0.20 | −$0.39 | −$0.19 | −$0.21 | |
| Gross margin | 100.0% | 100.0% | 100.0% | 100.0% | 16.4% | -1,480.2% | |
| Operating margin | -633.8% | -891.3% | -2,637.1% | -2,260.2% | -901.5% | -45,569.6% |
Fiscal years (4-quarter sums)FY25 $885.4K
Revenue by product · Q2 FY26
Balance sheet, Jun 30, 2026Cash & short-term investments $86.2M · Total debt $15.2M · Total assets $174.7M · Shareholders' equity $138.6M
Dividends
No dividends on record.
Ownership
Shares outstanding 57.27M · Float 42.57M · 74.3% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| Hood River Capital Management LLC | 8.60M | 8.49% | 13G | Aug 14, 2026 |
| BlackRock, Inc. | 6.22M | 6.10% | 13G | Jul 30, 2026 |
| Conversant Capital LLC | 5.39M | 5.30% | 13G | Jul 20, 2026 |
| Zhou Zachary Yi | 5.33M | 9.90% | 13G | Feb 17, 2026 |
| Yang Hanju | 5.18M | 9.70% | 13G | Jan 30, 2026 |
Insider tradesForm 4
No open-market trades in the last 12 months.
View detailsPeers
- Cipher Digital
Texas HPC colocation and powered-land developer
- Applied Digital
HPC data-center and powered-land developer
- Core Scientific
High-density AI colocation with powered-shell capacity
- IREN
Texas renewable-power data centers and AI Cloud
- TeraWulf
Energy-advantaged AI/HPC campus developer in Texas
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| New Era Energy & Digital | $4.64 | −0.31% | $266.9M | — | — | 224.5 | −82.6% |
| Cipher Digital | $15.18 | +0.06% | $6.21B | — | — | 32.5 | −43.0% |
| Applied Digital | $25.52 | +0.61% | $7.29B | — | — | 12.7 | +580.7% |
| Core Scientific | $16.58 | +0.28% | $5.31B | — | 312.6 | 12.0 | +108.8% |
| IREN | $35.60 | +0.46% | $12.65B | — | — | 16.7 | −26.8% |
| TeraWulf | $15.43 | +0.42% | $7.61B | — | — | 46.0 | −6.0% |
| Median | — | 312.6 | 16.7 | −6.0% |