Nextpower Inc.

NasdaqGS:NXT Rapport sur les actions

Capitalisation boursière : US$16.8b

Nextpower Gestion

Gestion contrôle des critères 2/4

Le PDG Nextpower est Dan Shugar, nommé en Feb2023, a un mandat de 3.42 ans. La rémunération annuelle totale est $ 22.20M, composée du salaire de 3.9% et des bonus 96.1%, y compris les actions et options de la société. détient directement 0.84% des actions de la société, d'une valeur de $ 141.08M. La durée moyenne de mandat de l'équipe de direction et du conseil d'administration est respectivement 2.2 ans et 2.9 ans.

Informations clés

Dan Shugar

Directeur général

US$22.2m

Rémunération totale

Pourcentage du salaire du PDG3.89%
Durée du mandat du directeur général3.4yrs
Propriété du PDG0.8%
Durée moyenne d'occupation des postes de direction2.2yrs
Durée moyenne du mandat des membres du conseil d'administration2.9yrs

Mises à jour récentes de la gestion

Recent updates

Mise à jour du récit Jul 02

NXT: Elevated P/E Will Persist As Storage Deals Outrun Earnings Power

Analysts have lifted their price target for Nextpower from about $89.95 to roughly $105.05, citing updated assumptions for revenue growth, profit margins and future P/E that feed into a higher fair value estimate despite a slightly higher discount rate. What’s in the News for Nextpower Nextpower agreed to acquire Prevalon Energy, a U.S. battery energy storage systems provider, to extend its business into energy storage, energy management software, and critical power infrastructure, with Prevalon contributing over 6 GWh of deployed storage and 1.3 GW of firm supply contracts supporting AI and hyperscaler data centers (source: company announcement).
Seeking Alpha Jun 24

Nextpower: Powering On Across The Power Sector

Summary Nextpower (NXT) has delivered exceptional growth post-spinoff, driven by both organic expansion and strategic bolt-on acquisitions. Nextpower is transitioning from a pure solar tracker provider to a diversified power solutions company, broadening its competitive edge with integrated offerings. Recent acquisitions, including Zimmermann and Prevalon, support revenue and EBITDA guidance hikes, but underlying earnings growth appears stagnant. Despite strong historical performance, Nextracker trades at lofty multiples, with adjusted earnings multiples rising to the mid-thirties when accounting for stock-based compensation. Read the full article on Seeking Alpha
Mise à jour du récit Jun 18

NXT: Battery Storage And AI Power Solutions Will Support Long Term Opportunity

Analysts have lifted their price target on Nextpower stock from $142.04 to $150.19, citing updated forecasts that include a revenue growth assumption of 18.37%, a profit margin of 15.42% and a forward P/E of 33.89, along with a slightly lower discount rate of 9.37%. What's in the News for Nextpower Nextpower agreed to acquire U.S. battery storage provider Prevalon Energy for up to US$365 million, adding utility scale battery energy storage systems and energy management software to its core solar tracking platform and targeting power solutions for utility grids and AI hyperscale data centers.
Article d’analyse Jun 16

Nextpower (NXT) Stock Could Be 11.6% Undervalued After Renewables Rally

Signals of easing geopolitical tension and lower oil prices helped lift sentiment across renewable energy stocks, and Nextpower (NXT) participated in the move as investors reassessed risks tied to supply-chain disruptions. See our latest analysis for Nextpower. Nextpower’s share price has been volatile around geopolitical headlines, with a 7 day share price return of 5.32% and a 30 day share price return down 12.94%. However, the year to date share price return of 35.40% and a 1 year total...
Mise à jour du récit Jun 04

NXT: Expanded Storage And Power Conversion Platform Will Support Future Upside

Analysts have raised their price target on Nextpower from $145.00 to $182.00, citing updated assumptions for revenue growth, discount rate, profit margin, and future P/E that they see as better reflecting the stock's risk and earnings profile. What's in the News Nextpower agreed to acquire selected power conversion assets from Zigor Corporation and Apex Power, expanding its offering into utility scale solar power conversion, battery energy storage, and data center markets.
Mise à jour du récit May 15

NXT: U.S. Manufacturing And Data Partnerships Will Support Balanced Long Term Opportunity

Analysts have lifted their price target for Nextpower from $121.74 to $142.04, citing updated assumptions that include higher projected revenue growth, a slightly stronger profit margin, a modestly higher discount rate, and a richer future P/E multiple. What's in the News Updated fiscal 2027 guidance: Nextpower now expects revenue of $3.8b to $4.1b, GAAP net income of $501 million to $559 million, and GAAP diluted EPS of $3.19 to $3.56 for the year (Corporate guidance).
Mise à jour du récit Apr 28

NXT: Hail Resilience Data And U.S. Frames Will Support Future Upside

Analysts have kept Nextpower’s price target steady at $145.00. They cite updated assumptions for a lower discount rate, slightly higher revenue growth and profit margin expectations, and a reduced future P/E multiple as reasons for maintaining their view.
Mise à jour du récit Apr 14

NXT: Elevated P/E Will Persist Despite Guidance Boost And Aggressive Buyback

Analysts have raised their price target on Nextpower to about $90 from roughly $89, citing updated assumptions that include adjusted discount rates, revenue growth, profit margins, and a slightly lower future P/E multiple. What's in the News Nextpower entered a data sharing pilot with kWh Analytics, providing real time and historical hail stow performance data from its solar tracking systems to help refine insurance risk models for extreme weather exposure (Client Announcements).
Mise à jour du récit Mar 30

NXT: Elevated P/E And Buybacks Will Continue To Outrun Fundamental Earnings Power

Analysts have raised their price target on Nextpower from $79.83 to $88.63, citing updated assumptions that include slightly adjusted discount rates, a change in revenue growth expectations to 7.55%, a profit margin assumption of 14.24%, and a forward P/E of about 28x. What's in the News Nextpower entered a multi year supply agreement with Jinko Solar (U.S.) Industries for more than 1 GW of U.S. manufactured steel module frames, scalable to up to 3 GW over three years.
Mise à jour du récit Mar 16

NXT: Middle East Manufacturing Expansion Will Support Future Upside Potential

Analysts now place Nextpower's price target at $145, up from $128. This reflects updated views on its fair value, a slightly adjusted discount rate, and expectations for revenue growth, profit margin, and future P/E assumptions.
Mise à jour du récit Mar 02

NXT: Saudi Manufacturing Expansion Will Drive Buybacks And Undervalued Upside

Analysts have kept their price target for Nextpower broadly in line with prior views, with only a marginal adjustment reflecting slightly updated assumptions for the discount rate, long term revenue growth, profit margin and future P/E. Together, these leave their fair value estimate essentially unchanged at $121.74.
Mise à jour du récit Feb 16

NXT: Saudi Projects And Buybacks Will Support Steady Outlook

Analysts have raised their price target on Nextpower from about $102.54 to roughly $121.74, citing updated assumptions that include slightly higher profit margin expectations and a modestly higher future P/E multiple, partly offset by more subdued revenue growth and a slightly higher discount rate. What's in the News Nextpower Arabia, the joint venture between Nextpower and Abunayyan Holding, agreed to supply 2.25 GWp of advanced solar tracking systems to Larsen & Toubro for the Bisha Solar project in Saudi Arabia.
Article d’analyse Feb 04

Nextpower Inc. (NASDAQ:NXT) Stock Rockets 29% As Investors Are Less Pessimistic Than Expected

Nextpower Inc. ( NASDAQ:NXT ) shareholders would be excited to see that the share price has had a great month, posting...
Mise à jour du récit Feb 02

NXT: Elevated P/E And Buybacks Will Likely Outrun Fundamental Earnings Power

Analysts have raised their price target for Nextpower to $79.83 from $69.82, citing updated assumptions for slightly higher profit margins and a higher future P/E multiple. At the same time, they have moderated revenue growth expectations and made a small adjustment to the discount rate.
Mise à jour du récit Jan 19

NXT: Middle East Solar Expansion And New Facilities Will Support Upside Potential

Analysts have raised their price target for Nextpower from $90.68 to $128.00, citing updated assumptions for revenue growth, profit margins, discount rate and future P/E that increase their overall valuation. What's in the News Nextpower and Abunayyan Holding completed the incorporation of their joint venture, Nextpower Arabia, in Riyadh to support utility-scale solar projects across the Middle East and North Africa, with plans for a localized manufacturing and supply chain capacity of up to 12 GW per year and up to 2,000 jobs in Saudi Arabia (Key Developments).
Mise à jour du récit Jan 05

NXT: Elevated Earnings Multiple Will Likely Outpace Moderating Profit Margins

Analysts have raised their price target for Nextpower by approximately $19 to about $70 per share. This reflects expectations for faster revenue growth and a higher future earnings multiple that more than offset slightly lower projected profit margins and a modestly higher discount rate.
Mise à jour du récit Dec 14

NXT: Raised 2026 Guidance And Expanded Manufacturing Footprint Will Drive Upside

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.
Mise à jour du récit Nov 28

NXT: Fiscal 2026 Guidance Lift and US Manufacturing Deal Will Support Upside

Analysts have updated their price target for Nextpower, raising it from $99.04 to $101.42. They cite modest adjustments to growth projections and profitability assumptions as reasons for this change.
Mise à jour du récit Nov 14

NXT: Fiscal 2026 Earnings Outlook and New Partnership Will Drive Further Gains

Analysts have slightly raised their price target for Nextpower from $98.65 to $99.04. This adjustment reflects updated assumptions around growth rates, discount rates, and profitability margins.
Mise à jour du récit Oct 31

NXT: Expanding Global Partnerships And Profit Outlook Will Maintain Balanced Prospects

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).
Mise à jour du récit Oct 17

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.
Mise à jour du récit Oct 03

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.
Mise à jour du récit Aug 19

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.
Article d’analyse Aug 07

Nextracker Inc. (NASDAQ:NXT) Shares Could Be 27% Below Their Intrinsic Value Estimate

NasdaqGS:NXT 1 Year Share Price vs Fair Value Explore Nextracker's Fair Values from the Community and select yours Key...

Analyse de la rémunération des PDG

Comment la rémunération de Dan Shugar a-t-elle évolué par rapport aux bénéfices de Nextpower?
DateRémunération totaleSalaireBénéfices de l'entreprise
Mar 31 2026US$22mUS$863k

US$586m

Dec 31 2025n/an/a

US$592m

Sep 26 2025n/an/a

US$576m

Jun 27 2025n/an/a

US$545m

Mar 31 2025US$20mUS$863k

US$509m

Dec 31 2024n/an/a

US$558m

Sep 27 2024n/an/a

US$484m

Jun 28 2024n/an/a

US$408m

Mar 31 2024US$21mUS$850k

US$306m

Dec 31 2023n/an/a

US$102m

Sep 29 2023n/an/a

US$61m

Jun 30 2023n/an/a

US$22m

Mar 31 2023US$9mUS$461k

US$1m

Dec 31 2022n/an/a

US$6m

Sep 30 2022n/an/a

US$18m

Jul 01 2022n/an/a

US$34m

Mar 31 2022US$1mUS$415k

US$51m

Rémunération vs marché: La rémunération totale de Dan ($USD 22.20M ) est supérieure à la moyenne des entreprises de taille similaire sur le marché US ($USD 14.60M ).

Rémunération et revenus: La rémunération de Dan a été cohérente avec les performances de l'entreprise au cours de l'année écoulée.


PDG

Dan Shugar (62 yo)

3.4yrs
Titularisation
US$22,204,244
Compensation

Mr. Daniel S. Shugar, also known as Dan, has been the Chief Executive Officer and Director of Nextpower Inc. (formerly known as Nextracker Inc.) since February 8, 2023. He is the Co-Founder of legacy Nextp...


Équipe de direction

NomPositionTitularisationCompensationPropriété
Daniel Shugar
Co-Founder3.4yrsUS$22.20m0.84%
$ 141.1m
Howard Wenger
Director & President3.4yrsUS$11.18m0.29%
$ 48.1m
Nicholas Miller
Co-Founder & Chief Project Development Officerless than a yearUS$7.28m0.12%
$ 20.8m
Charles Boynton
Chief Financial Officer2.2yrsUS$9.94m0.24%
$ 40.0m
Bruce Ledesma
Chief Legal & Compliance Officer and Secretary1.5yrsUS$7.65m0.17%
$ 27.8m
Marco Garcia
Co-Founder & Chief Commercial Officerno datapas de donnéespas de données
Alex Au
Co-Founder & CTOno datapas de donnéespas de données
Mike Mehawich
Co-Founder & Chief Strategy Officerno datapas de donnéespas de données
Robert Vinje
Chief Operating Officerless than a yearpas de donnéespas de données
David Bennett
Chief Accounting Officer2.2yrsUS$2.84m0.11%
$ 18.0m
Sarah Lee
Head of Investor Relationsno datapas de donnéespas de données
Kristan Kirsh
Vice President of Global Marketingno datapas de donnéespas de données
2.2yrs
Durée moyenne de l'emploi
58yo
Âge moyen

Gestion expérimentée: L'équipe de direction de NXT est considérée comme expérimentée (ancienneté moyenne 2.2 ans).


Membres du conseil d'administration

NomPositionTitularisationCompensationPropriété
Daniel Shugar
Co-Founder3.4yrsUS$22.20m0.84%
$ 141.1m
Howard Wenger
Director & President2.5yrsUS$11.18m0.29%
$ 48.1m
Willy C. Shih
Independent Director3.4yrsUS$350.63k0.031%
$ 5.2m
William D. Watkins
Independent Chairman3.4yrsUS$465.63k0.0047%
$ 794.2k
Julie Blunden
Independent Director2.5yrsUS$343.75k0.0040%
$ 670.2k
Mark Menezes
Independent Director1.1yrsUS$335.62kpas de données
Jeffrey Guldner
Independent Director2.1yrsUS$325.63k0.0028%
$ 464.1k
Steven Mandel
Independent Director3.4yrspas de donnéespas de données
Monica Karuturi
Independent Director1.1yrsUS$337.71k0.00028%
$ 46.9k
Brandi Thomas
Independent Director3.3yrsUS$361.88k0.0059%
$ 991.9k
2.9yrs
Durée moyenne de l'emploi
62yo
Âge moyen

Conseil d'administration expérimenté: Le conseil d'administration de la NXT n'est pas considéré comme expérimenté ( 2.9 années d'ancienneté moyenne), ce qui suggère un nouveau conseil d'administration.


Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/07/12 14:12
Cours de l'action en fin de journée2026/07/10 00:00
Les revenus2026/03/31
Revenus annuels2026/03/31

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d'analyse utilisé pour générer ce rapport sont disponibles sur notre page Github, nous proposons également des guides pour apprendre à utiliser nos rapports et des tutoriels sur YouTube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

Nextpower Inc. est couverte par 36 analystes. 15 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

AnalysteInstitution
Benjamin KalloBaird
Christine ChoBarclays
null nullBMO Capital Markets Equity Research