Update shared on 14 Dec 2025
Fair value Increased 1.11%Analysts have modestly raised their price target on Nextpower to approximately $102.54 from $101.42, citing slightly stronger expectations for revenue growth and valuation multiples that more than offset a minor compression in projected profit margins and a marginally higher discount rate.
What's in the News
- Rebranded from Nextracker Inc. to Nextpower Inc., including an amended certificate of incorporation and bylaws to reflect the new corporate identity (regulatory filing).
- Opened an expanded Southeast regional hub and Remote Monitoring Center in Nashville, and doubled U.S. steel fabrication capacity for solar tracker systems through a new MSS Steel Tubes USA line in Memphis (company announcement).
- Launched the NX Earth Truss foundation solution in Australia, with support from the Australian Renewable Energy Agency, to reduce cost and complexity for large-scale solar on difficult terrain (company announcement).
- Formed Nextracker Arabia, a joint venture with Abunayyan Holding, to manufacture and supply solar tracking systems across Saudi Arabia and the broader MENA region in support of Vision 2030 (company announcement).
- Raised fiscal 2026 guidance, tightening the revenue outlook to a range of $3.275 billion to $3.475 billion and modestly adjusting GAAP net income and EPS ranges (earnings guidance).
Valuation Changes
- Fair value estimate increased slightly to approximately $102.54 from $101.42.
- The discount rate edged higher to about 9.07 percent from 9.02 percent, reflecting marginally higher perceived risk.
- Revenue growth rose modestly to roughly 11.04 percent from 10.94 percent, indicating slightly stronger top line expectations.
- The net profit margin slipped slightly to about 15.13 percent from 15.25 percent, pointing to a minor expected compression in profitability.
- The future P/E increased modestly to around 31.0x from 30.5x, suggesting a small uplift in valuation multiples.
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