Information Technology·Application Software·$2.4B
NextNav Inc is a technology company focused on application software, particularly in the realm of location-based services. As the demand for precise location data grows across various sectors, including smart cities and autonomous vehicles, NextNav's technology could play a crucial role in shaping the future of navigation and positioning.
EPS
Earnings per share is a key indicator of the company's profitability and financial health.
Revenue
Revenue figures will provide insight into the company's sales performance and market demand.
Wall Street expectations, options signals, track record, and call prep available with Pro.
EPS Beat Streak
0Q
EPS Beat Rate
25%
Avg EPS Surprise
-205.08%
Avg Stock Reaction
-3.59%
In the last quarter, NextNav reported a significant earnings miss, with an EPS of $-1.42 compared to the expected $-0.13. The stock reacted positively the following day, suggesting some investor optimism despite the disappointing results.
Management Promises & Guidance
Analysts expect another challenging quarter for NextNav, with a consensus EPS of $-0.15 and revenue of $1M. The company has struggled to meet earnings expectations in recent quarters, leading to cautious sentiment among investors.
Bull Case
If NextNav can exceed the EPS estimate and show signs of revenue growth, it could signal a turnaround in performance and boost investor confidence.
Bear Case
Conversely, if the company reports worse-than-expected results, it may further erode investor trust and lead to a significant decline in stock price.
EPS
$-0.15Earnings per share is a key indicator of the company's profitability and financial health.
Revenue
$1MRevenue figures will provide insight into the company's sales performance and market demand.
The print will turn on these two things.
Q1
Will NextNav's EPS come in better than the consensus estimate of $-0.15?
A better-than-expected EPS could indicate improved operational efficiency and restore some investor confidence.
Q2
What insights can management provide regarding revenue growth and market demand?
Understanding revenue trends will be crucial for assessing the company's ability to capture market opportunities and drive future growth.
Why consensus could be wrong
The Street may be underestimating NextNav's potential for a turnaround, given recent technological advancements and partnerships that could drive future growth.
Supporting Evidence
Despite a history of misses, the stock has shown resilience with positive reactions following disappointing earnings.
The options market is pricing in a significant move, indicating that traders believe there is potential for a surprise.
NextNav's technology is becoming increasingly relevant in a growing market for location services.
Key Risk
If the company can demonstrate any signs of revenue growth or improved margins, it could challenge the current bearish sentiment.
Pre-commit to what would confirm each case.
This quarter's performance is critical as NextNav has consistently missed earnings expectations, and any deviation could significantly impact investor sentiment.
Bull Confirmed If
An EPS of $-0.14 or better, along with indications of revenue growth, would confirm the bull case.
Bear Confirmed If
An EPS worse than $-0.16 would support the bear case.
Implied Move
±27.59%
Historical Avg
±4.5%
The options market is pricing in a significant move, indicating that traders expect volatility around the earnings report.
Options are pricing ±27.6% while NN has averaged ±4.5% over the last 8 prints — setup is pricing rich.
Likely market behavior by outcome — not investment advice.
Beat & Raise
If NextNav beats expectations, history suggests a potential stock increase of around 4.54%, confirming a positive turnaround narrative.
In-Line / Cautious
If results are in line with expectations, the stock may see muted movement as the market digests management's commentary.
Miss
Should the company miss expectations, history suggests a decline of approximately 2.27%, reinforcing negative sentiment.
AI-powered briefs, options data, and 20 quarters of history — everything you need before earnings.
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AI-powered briefs, options data, and 20 quarters of history — everything you need before earnings.
No charge today · Auto-bills $8/mo after 7 days · Cancel anytime
PARAMOUNT SKYDANCE C Class B
May 4, 2026