Global R&D Expansion And Strong Solar Demand Will Strengthen Position, But Profit Margins May Decline

AN
AnalystConsensusTarget
Consensus Narrative from 25 Analysts
Published
29 Aug 24
Updated
07 Aug 25
AnalystConsensusTarget's Fair Value
US$69.84
19.5% undervalued intrinsic discount
07 Aug
US$56.21
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1Y
41.3%
7D
-0.6%

Author's Valuation

US$69.8

19.5% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on29 Jul 25
Fair value Increased 21%

The upward revision in Nextracker's consensus price target reflects stronger revenue growth forecasts and a higher projected future P/E, resulting in a fair value increase from $57.54 to $67.08. What's in the News Nextracker added to Russell 2000 Defensive, Value-Defensive, and Growth-Defensive Indexes.

Shared on07 May 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on30 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on23 Apr 25
Fair value Increased 0.33%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on17 Apr 25
Fair value Decreased 2.18%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on09 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on02 Apr 25
Fair value Increased 4.90%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25
Fair value Increased 1.75%

AnalystConsensusTarget has increased profit margin from 13.3% to 14.8%.

Shared on10 Mar 25
Fair value Increased 12%

AnalystConsensusTarget has increased profit margin from 11.7% to 14.5% and decreased future PE multiple from 21.6x to 19.2x.