Shared on 31 Oct 25
Fair value Increased 26%Analysts have raised Nextracker's fair value price target from $78.38 to $98.65, citing minor adjustments in growth expectations and profitability forecasts. What's in the News Nextracker launched its NX Earth Truss foundation solution in Australia, supported by a grant from the Australian Renewable Energy Agency to accelerate large-scale solar deployment and simplify building on challenging terrain (Key Developments).
Shared on 17 Oct 25
Fair value Increased 7.26%Global R&D Expansion And Strong Solar Demand Will Strengthen Position, But Profit Margins May Decline
Nextracker's analyst price target has been raised from $73.08 to $78.38 per share. Analysts cite improved revenue growth and slightly higher profit margins as supporting factors for an increased valuation.
Shared on 03 Oct 25
Fair value Increased 3.16%Global R&D Expansion And Strong Solar Demand Will Strengthen Position, But Profit Margins May Decline
Analysts have raised their price target for Nextracker from $70.84 to $73.08, citing improved revenue growth and profit margin expectations as key factors supporting the upward revision. What's in the News Nextracker launched the NX PowerMerge trunk connector, a next generation DC power component.
Shared on 19 Aug 25
Fair value Increased 0.90%Global R&D Expansion And Strong Solar Demand Will Strengthen Position, But Profit Margins May Decline
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.
Shared on 29 Jul 25
Fair value Increased 22%Global R&D Expansion And Strong Solar Demand Will Strengthen Position, But Profit Margins May Decline
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 on 07 May 25
Global R&D Expansion And Strong Solar Demand Will Strengthen Position, But Profit Margins May Decline
AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Shared on 30 Apr 25
Global R&D Expansion And Strong Solar Demand Will Strengthen Position, But Profit Margins May Decline
AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Shared on 23 Apr 25
Fair value Increased 0.33%Global R&D Expansion And Strong Solar Demand Will Strengthen Position, But Profit Margins May Decline
AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Shared on 17 Apr 25
Fair value Decreased 2.18%Global R&D Expansion And Strong Solar Demand Will Strengthen Position, But Profit Margins May Decline
AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Shared on 09 Apr 25
Global R&D Expansion And Strong Solar Demand Will Strengthen Position, But Profit Margins May Decline
AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Shared on 02 Apr 25
Fair value Increased 4.90%Global R&D Expansion And Strong Solar Demand Will Strengthen Position, But Profit Margins May Decline
AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Shared on 26 Mar 25
Global R&D Expansion And Strong Solar Demand Will Strengthen Position, But Profit Margins May Decline
AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Shared on 19 Mar 25
Fair value Increased 1.75%Global R&D Expansion And Strong Solar Demand Will Strengthen Position, But Profit Margins May Decline
AnalystConsensusTarget has increased profit margin from 13.3% to 14.8%.
Shared on 10 Mar 25
Fair value Increased 12%Margin Compression And Policy Weakening Will Erode Solar Outlook
AnalystConsensusTarget has increased profit margin from 11.7% to 14.5% and decreased future PE multiple from 21.6x to 19.2x.