NBXG Stock Analysis: Neuberger Berman Next | NYSE

Asset Management | NYSE, USA | Market Cap: 1.307m USD | 12M Return: 22% | Charts, Fundamentals & Technical Analysis

Telecom Infrastructure, Wireless Networks, Cable Operators, Satellite Communications
Total Rating 38
Safety 29
Buy Signal -0.42
Asset Management
Industry Rotation: -4.3
Market Cap: 1.31B
Avg Turnover: 3.79M
Risk 3d forecast
Volatility36.0%
VaR 5th Pctl6.58%
VaR vs Median11.1%
Reward TTM
Sharpe Ratio0.79
Rel. Str. IBD65.3
Rel. Str. Peer Group72.2
Character TTM
Beta1.234
Beta Downside1.169
Hurst Exponent0.437
Drawdowns 3y
Max DD22.08%
CAGR/Max DD1.20
CAGR/Mean DD6.91
EPS (Earnings per Share) EPS (Earnings per Share) of NBXG over the last years for every Quarter: "2022-04": -6.28, "2022-06": -6.28, "2022-10": -1.76, "2023-10": null, "2024-10": null, "2025-10": null,
Qual. Beats: 0
Revenue Revenue of NBXG over the last years for every Quarter: 2022-04: null, 2022-06: null, 2022-10: -629.744291, 2023-10: 117.076541, 2024-10: 301.508383, 2025-10: 325.839877,
Rev. CAGR: 66.83%
Rev. Trend: 89.8%
Qual. Beats: 0

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Seasonality 5.1 years of data

Jan +2.0% 43
Feb -0.1% 0
Mar -3.4% 25
Apr -2.2% 22
May +2.7% 47
Jun +4.3% 11
Jul -0.1% 0
Aug -0.9% 20
Sep -2.3% 0
Oct -3.2% 21
Nov +5.5% 24
Dec -2.6% 23

How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.

Description: NBXG Neuberger Berman Next

Neuberger Berman Next Generation Connectivity Fund Inc. (NYSE: NBXG) is a U.S.-domiciled closed-end fund managed by Neuberger Berman, a New York-based asset management firm. The fund is classified under the Financials sector (Asset Management & Custody Banks sub-industry) and began trading on the NYSE following its IPO in May 2021. With a small-cap market capitalization of approximately $1.3 billion USD, it invests primarily in companies tied to next-generation connectivity themes such as digital infrastructure, telecommunications, and related technology sectors.

As a closed-end fund, NBXG issues a fixed number of shares that trade on the open market, allowing investors to gain exposure to a portfolio of connectivity-focused assets through a single security. The fund is overseen by Neuberger Berman, a long-established private, independent, employee-owned investment manager, and is designed to provide shareholders with income and capital appreciation derived from the growth of digital communications infrastructure.

Headlines to Watch Out For
  • 5G and fiber infrastructure spending accelerates among holdings
  • AI data center buildout lifts connectivity portfolio valuations
  • Distribution yield and discount to NAV attract income investors
Piotroski VR-10 (Strict) 1.5
Net Income: 321.3m TTM > 0 and > 6% of Revenue
FCF/TA: 0.07 > 0.02 and ΔFCF/TA -1.15 > 1.0
NWC/Revenue: -0.56% < 20% (prev -0.57%; Δ 0.01% < -1%)
CFO/TA 0.07 > 3% & CFO 99.3m > Net Income 321.3m
Net Debt/EBITDA: error (cannot be calculated)
Current Ratio: 0.90 > 1.5 & < 3
Outstanding Shares: last quarter (78.8m) vs 12m ago 0.0% < -2%
Gross Margin: error (current vs previous; cannot be calculated due to missing/invalid data or negative margin)
Asset Turnover: 25.67% > 50% (prev 26.27%; Δ -0.60% > 0%)
Interest Coverage Ratio: error (cannot be calculated; needs correct EBIT TTM and Interest Expense TTM)
Altman Z'' 10.00
A: -0.00 (Total Current Assets 16.4m - Total Current Liabilities 18.2m) / Total Assets 1.39b
B: 0.16 (Retained Earnings 228.7m / Total Assets 1.39b)
C: 0.25 (EBIT TTM 321.3m / Avg Total Assets 1.27b)
D: 55.44 (Book Value of Equity 1.37b / Total Liabilities 24.6m)
Altman-Z'' = 60.44 = AAA
What is the price of NBXG shares?

As of July 07, 2026, the stock is trading at USD 16.05 with a total of 220,500 shares traded. Over the past week, the price has changed by -0.31%, over one month by +1.63%, over three months by +23.74% and over the past year by +21.99%.

Current recommended Stop Loss: 14.60 (which is 9% or 2.8 ATR below the current price).

Is NBXG a buy, sell or hold?

Neuberger Berman Next has no consensus analysts rating.

Neuberger Berman Next (NBXG) - Fundamental Data Overview as of 03 July 2026
Market Cap USD = 1.31b (1.31b USD * 1.0 USD.USD)
P/E Trailing = 3.7449
P/S = 4.0627
P/B = 0.9789
Revenue TTM = 325.8m USD
EBIT TTM = 321.3m USD
EBITDA TTM = 321.3m USD
 Long Term Debt = unknown (none)
 Short Term Debt = unknown (none)
 Debt = unknown
 Net Debt = unknown
 Enterprise Value = 1.30b USD (1.31b + (null Debt) - CCE 3.98m)
 Interest Coverage Ratio = unknown (Ebit TTM 321.3m / Interest Expense TTM 0.0)
 EV/FCF = 13.12x (Enterprise Value 1.30b / FCF TTM 99.3m)
FCF Yield = 7.62% (FCF TTM 99.3m / Enterprise Value 1.30b)
FCF Margin = 30.47% (FCF TTM 99.3m / Revenue TTM 325.8m)
Net Margin = 98.60% (Net Income TTM 321.3m / Revenue TTM 325.8m)
 Gross Margin = unknown ((Revenue TTM 325.8m - Cost of Revenue TTM 0.0) / Revenue TTM)
 Tobins Q-Ratio = 0.94 (Enterprise Value 1.30b / Total Assets 1.39b)
 Interest Expense / Debt = unknown (Interest Expense 0.0 / Debt none)
 Taxrate = 21.0% (US federal default 21%)
NOPAT = 253.8m (EBIT 321.3m * (1 - 21.00%))
Current Ratio = 0.90 (Total Current Assets 16.4m / Total Current Liabilities 18.2m)
 Debt / Equity = unknown (Debt none)
 Debt / EBITDA = unknown (Net Debt none / EBITDA 321.3m)
 Debt / FCF = unknown (Net Debt none / FCF TTM 99.3m)
 Total Stockholder Equity = 1.17b (last 4 quarters mean from totalStockholderEquity)
RoA = 25.31% (Net Income 321.3m / Total Assets 1.39b)
RoE = 27.57% (Net Income TTM 321.3m / Total Stockholder Equity 1.17b)
RoCE = 23.40% (EBIT 321.3m / Capital Employed (Total Assets 1.39b - Current Liab 18.2m))
RoIC = 18.54% (NOPAT 253.8m / Invested Capital 1.37b)
WACC = 10.32% (E(1.31b)/V(1.31b) * Re(10.32%) + (debt-free company))
Discount Rate = 10.32% (= CAPM, Blume Beta Adj.)
Shares (quarterly) Correlation: 0.0 | Cagr: 0.0%
[DCF] Terminal Value 69.53% ; FCFF base≈97.6m ; Y1≈101.6m ; Y5≈115.7m
[DCF] Fair Price = 16.95 (EV 1.33b - Net Debt 0.0 = Equity 1.33b / Shares 78.8m; r=10.32% [WACC]; 5y FCF grow 4.43% → 2.50% )
EPS Correlation: N/A | EPS CAGR: N/A | SUE: N/A | # QB: 0
Revenue Correlation: 89.81 | Revenue CAGR: 66.83% | SUE: N/A | # QB: 0