Update shared on 28 Nov 2025
Fair value Increased 2.40%Analysts have updated their price target for Nextpower, raising it from $99.04 to $101.42. They cite modest adjustments to growth projections and profitability assumptions as reasons for this change.
What's in the News
- Nextracker Inc. changed its corporate name to Nextpower Inc., with amended bylaws filed on November 12, 2025 (Key Developments).
- The company announced the launch of NX Earth Truss® foundation solution in Australia. This initiative aims to reduce costs and accelerate solar projects on challenging terrain, with support from the Australian Renewable Energy Agency (Key Developments).
- Nextracker Arabia was formed as a joint venture with Abunayyan Holding to accelerate solar energy adoption across Saudi Arabia and the MENA region. The venture will focus on local manufacturing and industrial capacity (Key Developments).
- The company updated its fiscal year 2026 earnings guidance, raising revenue projections to $3.275 to $3.475 billion and GAAP diluted EPS to $3.26 to $3.46 (Key Developments).
- A strategic agreement was signed with T1 Energy Inc. to provide steel module frame technology for a new 5-GW solar manufacturing facility in the United States. This partnership is intended to support domestic supply chains and job creation (Key Developments).
Valuation Changes
- Consensus Analyst Price Target has increased slightly from $99.04 to $101.42.
- Discount Rate has decreased modestly from 9.09% to 9.02%.
- Revenue Growth projection has been lowered from 11.54% to 10.94%.
- Net Profit Margin estimate has declined slightly from 15.74% to 15.25%.
- Future P/E multiple has risen from 28.45x to 30.49x.
Disclaimer
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