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Nextracker Community
NasdaqGS:NXT Community
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Nextracker
AN
AnalystLowTarget
Consensus Narrative from 24 Analysts
Heavy US Reliance Will Expose Risks And Compress Margins
Key Takeaways Heavy reliance on the U.S. market exposes Nextracker to geopolitical risks and policy changes, potentially impacting future revenues. Expansion and R&D investments could pressure margins if new ventures do not meet revenue expectations quickly.
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US$41.88
FV
56.2% overvalued
intrinsic discount
10.01%
Revenue growth p.a.
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5 days ago
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Nextracker
AN
AnalystHighTarget
Consensus Narrative from 24 Analysts
Global Decarbonization Trends Will Expand Utility-Scale Solar Markets
Key Takeaways Global expansion and a strong backlog position Nextracker to capitalize on rising solar demand and diversify earnings across multiple key regions. Advanced R&D and a resilient, locally focused supply chain support higher-margin, innovative product offerings and operational flexibility despite cost or regulatory changes.
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US$89.72
FV
27.1% undervalued
intrinsic discount
17.37%
Revenue growth p.a.
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5 days ago
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Nextracker
AN
AnalystConsensusTarget
Consensus Narrative from 24 Analysts
Global R&D Expansion And Strong Solar Demand Will Strengthen Position, But Profit Margins May Decline
Key Takeaways Strategic R&D expansion and partnerships reinforce Nextracker's leadership in solar technology, positively impacting long-term revenue and growth. Strong demand and localized supply chain enhance competitive advantage, boosting U.S. market share and financial performance.
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US$57.54
FV
13.7% overvalued
intrinsic discount
10.14%
Revenue growth p.a.
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2 months ago
author updated this narrative
Your Valuation for
NXT
NXT
Nextracker
Your Fair Value
US$
Current Price
US$65.41
1.1% overvalued
intrinsic discount
Growth estimate over
Annual revenue growth rate
5 Years
time period
%/yr
Decrease
Increase
Past
Future
-2m
5b
2015
2018
2021
2024
2025
2027
2030
Revenue US$4.8b
Earnings US$818.0m
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