Nextpower Performance degli utili passati
Criteri Il passato verificati 3/6
Nextpower ha registrato una crescita degli utili a un tasso medio annuo di 52.1%, mentre il settore Electrical ha registrato utili in crescita a un tasso medio annuo di 17.7%. I ricavi sono stati in crescita a un tasso medio annuo di 22.7%. Il ritorno sul capitale proprio di Nextpower è 25.1% e ha margini netti di 16.5%.
Informazioni chiave
52.07%
Tasso di crescita degli utili
49.38%
Tasso di crescita dell'EPS
| Electrical Crescita del settore | 9.91% |
| Tasso di crescita dei ricavi | 22.74% |
| Rendimento del capitale proprio | 25.10% |
| Margine netto | 16.46% |
| Ultimo aggiornamento sugli utili | 31 Mar 2026 |
Aggiornamenti sulle prestazioni recenti
Recent updates
Aggiornamento della narrazione • 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).Seeking Alpha • May 14
Nextpower: Mind The Hype As Its Apex Acquisition Locks It Into Data Center Growth
Summary Nextpower Inc. is rated a long-term Buy, but NXT shares appear overvalued after a 500% run since late 2024, with a pullback likely. NXT has deepened its moat via product expansion, strategic acquisitions, and US-first manufacturing, positioning itself as a best-in-class solar tracking leader. Despite robust 20%+ revenue growth and a $5.25B backlog, valuation multiples have outpaced earnings and margin expansion, raising near-term risk. Key NXT risks include high stock-based compensation, insider selling, and sensitivity to data center/AI-driven demand cycles; a better entry point is anticipated below $110. Read the full article on Seeking Alpha
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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).Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Articolo di analisi • 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...Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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).Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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).Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Articolo di analisi • 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...Articolo di analisi • Jul 03
Nextracker (NASDAQ:NXT) Is Reinvesting At Lower Rates Of Return
Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Amongst other things...Articolo di analisi • May 29
Nextracker's (NASDAQ:NXT) Performance Is Even Better Than Its Earnings Suggest
Nextracker Inc. ( NASDAQ:NXT ) recently posted some strong earnings, and the market responded positively. We have done...Seeking Alpha • Apr 18
Nextracker: An Opportunity That Shines In The Sun
Summary Solar energy is expected to play a crucial role in the global shift from fossil fuels to renewable energy, with significant growth projected by the IEA. Nextracker is strategically positioned in key markets like the US and China, enhancing its potential to capitalize on the solar energy industry's expansion. The company's financials show strong growth, with increased revenue, gross profit, and Adjusted EBITDA, alongside a sound capital structure with low leverage. A DCF model indicates Nextracker's upside potential, making it an attractive investment, despite risks related to global economic growth and fossil fuel prices. Read the full article on Seeking AlphaSeeking Alpha • Mar 27
Nextracker: Backlog Growth Creates Future Visibility
Summary Strong revenue growth and market expansion potential justify a "Buy" rating for the stock. The company's innovative product lineup and strategic acquisitions enhance its competitive edge. Robust financial health, including solid cash flow and low debt, supports long-term sustainability. Positive industry trends and increasing consumer demand bolster future growth prospects. Read the full article on Seeking AlphaSeeking Alpha • Mar 13
Nextracker Looks Like A Buy -- But Maybe Not An Easy Buy
Summary Nextracker is an excellent business, with leading market share and a history of impressive execution. But a changing political environment and margin concerns have led the stock to underperform significantly over the past 12 months. The easy bull case isn't quite that simple: regulatory credits are inflating current margins, and industry worries seem real. Still, at 16x underlying earnings power NXT looks like a buy. Read the full article on Seeking AlphaSeeking Alpha • Jan 28
Nextracker: Everything Is Set To Improve Results
Summary Nextracker's exponential growth in revenue and profits, driven by increased sales and improved margins, highlights its leadership in the photovoltaic tracker market. The company's robust financial health, with strong cash flow, controlled debt, and strategic acquisitions, supports its continued expansion and market dominance. Favorable global and U.S. market conditions, along with a substantial backlog, ensure sustained growth and profitability for Nextracker in the near and medium term. Despite potential macroeconomic risks, Nextracker's strategic investments in R&D and production capacity position it well for future growth and market leadership. Read the full article on Seeking AlphaSeeking Alpha • Jan 18
Nextracker Inc: Well Positioned To Capitalize On Growing Solar Energy Demand
Summary I give a buy rating for Nextracker Inc. due to its leading market share and strong position to capitalize on the growing demand for solar energy. Nextracker's advanced solar tracking systems and TrueCapture software enhance efficiency, with a $4.5 billion backlog and operations in over 40 countries. The global shift towards renewable energy, supported by favorable policies and declining costs, positions Nextracker well for exponential growth in solar power demand. Read the full article on Seeking AlphaSeeking Alpha • Nov 11
Nextracker: Tracking Well On Quality Metrics
Summary Nextracker boasts strong fundamentals, including high profit margins, double-digit revenue growth, and a solid balance sheet, making it a high-quality investment. The company's differentiated solar tracking products, like NX Horizon, drive market dominance and are suitable for diverse geological conditions, enhancing energy output and reducing costs. Financially, Nextracker shows impressive growth with increased profit margins, strong liquidity, and consistent positive free cash flow, despite increased R&D spending and some debt. Despite lagging sector performance, Nextracker's strong fundamentals and market recognition suggest significant future returns, justifying a buy rating. Read the full article on Seeking AlphaSeeking Alpha • Oct 24
Nextracker: Market Leadership And Growth Prospects Make It A Buy
Summary Nextracker is a top long-term solar investment, expected to generate a 25% return over the next 12 months due to renewable energy expansion. As a leader in intelligent solar tracker solutions, Nextracker's robust product offerings and international projects highlight its growth potential. Financially strong, Nextracker's valuation is appealing with high demand, expanded manufacturing, and favorable government incentives boosting profitability. Despite macroeconomic risks, the solar industry's growth supports Nextracker's long-term prospects, making now an ideal time to invest. Read the full article on Seeking Alpha
Nuova narrazione • Aug 29
Solar Innovations And Decisive Acquisitions Fuel Robust Growth And Market Expansion
Expansion into international markets and strategic acquisitions like Ojjo and Solar Pile International signal robust demand and potential for increased market share.Ripartizione dei ricavi e delle spese
Ripartizione dei ricavi e delle spese
Come Nextpower guadagna e spende denaro. In base agli ultimi utili dichiarati, su base LTM.
Storico di utili e ricavi
| Data | Ricavi | Utili | Spese G+A | Spese di R&S |
|---|---|---|---|---|
| 31 Mar 26 | 3,559 | 586 | 342 | 121 |
| 31 Dec 25 | 3,603 | 592 | 329 | 101 |
| 26 Sep 25 | 3,373 | 576 | 316 | 92 |
| 27 Jun 25 | 3,104 | 545 | 304 | 84 |
| 31 Mar 25 | 2,959 | 509 | 290 | 79 |
| 31 Dec 24 | 2,771 | 558 | 256 | 69 |
| 27 Sep 24 | 2,802 | 484 | 231 | 65 |
| 28 Jun 24 | 2,740 | 408 | 209 | 53 |
| 31 Mar 24 | 2,500 | 306 | 184 | 42 |
| 31 Dec 23 | 2,282 | 102 | 167 | 38 |
| 29 Sep 23 | 2,085 | 61 | 141 | 26 |
| 30 Jun 23 | 1,978 | 22 | 114 | 23 |
| 31 Mar 23 | 1,902 | 1 | 95 | 22 |
| 31 Dec 22 | 1,824 | 6 | 70 | 17 |
| 30 Sep 22 | 1,648 | 18 | 65 | 16 |
| 01 Jul 22 | 1,519 | 34 | 57 | 15 |
| 31 Mar 22 | 1,458 | 51 | 54 | 14 |
| 31 Dec 21 | 1,323 | 78 | 53 | 14 |
| 01 Oct 21 | 1,290 | 98 | 55 | 14 |
| 02 Jul 21 | 1,241 | 114 | 58 | 14 |
| 31 Mar 21 | 1,196 | 124 | 60 | 13 |
| 31 Mar 20 | 1,171 | 118 | 55 | 9 |
| 31 Mar 19 | 661 | -2 | 47 | 9 |
Guadagni di qualità: NXT ha guadagni di alta qualità.
Margine di profitto in crescita: Gli attuali margini di profitto netti di NXT (16.5%) sono inferiori rispetto allo scorso anno (17.2%).
Flusso di cassa libero e analisi degli utili
Analisi della crescita degli utili nel passato
Andamento degli utili: Gli utili di NXT sono cresciuti in modo significativo del 52.1% all'anno negli ultimi 5 anni.
Accelerare la crescita: La crescita degli utili di NXT nell'ultimo anno ( 15.1% ) è inferiore alla media quinquennale ( 52.1% all'anno).
Guadagni vs Settore: La crescita degli utili NXT nell'ultimo anno ( 15.1% ) non ha superato quella del settore Electrical 23.1%.
Rendimento del capitale proprio
ROE elevato: Il Return on Equity ( 25.1% ) di NXT è considerato alto.
Rendimento delle attività
Rendimento del capitale investito
Scoprire le aziende con forti performance passate
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/05/20 10:33 |
| Prezzo dell'azione a fine giornata | 2026/05/20 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2026/03/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
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| Stime di consenso degli analisti | +3 anni |
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| Prezzi di mercato | 30 anni |
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| Proprietà | 10 anni |
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| Gestione | 10 anni |
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| Sviluppi principali | 10 anni |
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* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Nextpower Inc. è coperta da 38 analisti. 25 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Benjamin Kallo | Baird |
| Christine Cho | Barclays |
| null null | BMO Capital Markets Equity Research |