Update shared on19 Aug 2025
Fair value Increased 0.67%Nextracker’s fair value assessment was essentially maintained, as both the future P/E and discount rate saw only marginal changes, resulting in the consensus analyst price target inching up slightly from $70.21 to $70.68.
What's in the News
- Nextracker secured a contract to supply 1.5 GW of solar trackers and technology to Casa dos Ventos for four new utility-scale solar projects in Brazil, supporting hybrid wind-solar plant development and furthering its strong presence in Latin America.
- The company raised its fiscal 2026 guidance, increasing expected revenue to $3.2–$3.45 billion, GAAP net income to $496–$543 million, and GAAP diluted EPS to $3.24–$3.55.
- Nextracker launched a new AI and robotics business initiative, appointing a chief AI and robotics officer and investing over $40 million in three technology acquisitions to enhance solar plant deployment and ROI.
- Nextracker was added to the Russell 2000 Defensive, Value-Defensive, and Growth-Defensive Indexes.
- The company surpassed 10 GW of solar tracker deployments in India and opened a new R&D and office facility in Hyderabad, with a major focus on local manufacturing, workforce development, and advanced solar technology.
Valuation Changes
Summary of Valuation Changes for Nextracker
- The Consensus Analyst Price Target remained effectively unchanged, moving only marginally from $70.21 to $70.68.
- The Future P/E for Nextracker remained effectively unchanged, moving only marginally from 21.81x to 21.96x.
- The Discount Rate for Nextracker remained effectively unchanged, at 8.58%.
Disclaimer
AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.