Nextpower Inc.

NasdaqGS:NXT 株式レポート

時価総額：US$18.9b

Nextpower 将来の成長

Future 基準チェック /26

Nextpower利益と収益がそれぞれ年間11.7%と11.3%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に21.1% 11.9%なると予測されています。

主要情報

11.7%

収益成長率

11.88%

EPS成長率

Electrical 収益成長18.5%
収益成長率11.3%
将来の株主資本利益率21.10%
アナリストカバレッジ

Good

最終更新日19 May 2026

今後の成長に関する最新情報

Recent updates

ナラティブの更新 • 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
ナラティブの更新 • 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.
ナラティブの更新 • 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).
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
分析記事 • 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...
ナラティブの更新 • 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.
ナラティブの更新 • 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).
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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).
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
分析記事 • 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...
分析記事 • 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...
分析記事 • 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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
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新しいナラティブ • 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.

業績と収益の成長予測

NasdaqGS:NXT - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
3/31/20295,10683189590217
3/31/20284,52671772678725
3/31/20273,98257955660125
3/31/20263,559586514558N/A
12/31/20253,603592587629N/A
9/26/20253,373576604649N/A
6/27/20253,104545574616N/A
3/31/20252,959509622656N/A
12/31/20242,771558503530N/A
9/27/20242,802484431451N/A
6/28/20242,740408315324N/A
3/31/20242,500306422429N/A
12/31/20232,282102348353N/A
9/29/20232,08561305308N/A
6/30/20231,97822327331N/A
3/31/20231,9021104108N/A
12/31/20221,82462831N/A
9/30/20221,64818-67-63N/A
7/1/20221,51934-116-111N/A
3/31/20221,45851-153-147N/A
12/31/20211,32378-77-71N/A
10/1/20211,290983439N/A
7/2/20211,2411146064N/A
3/31/20211,1961249194N/A
3/31/20201,171118239241N/A
3/31/2019661-2N/A-14N/A

アナリストによる今後の成長予測

収入対貯蓄率: NXTの予測収益成長率 (年間11.7% ) は 貯蓄率 ( 3.5% ) を上回っています。

収益対市場: NXTの収益 ( 11.7% ) US市場 ( 16.8% ) よりも低い成長が予測されています。

高成長収益: NXTの収益は増加すると予測されていますが、大幅には増加しません。

収益対市場: NXTの収益 ( 11.3% ) US市場 ( 11.6% ) よりも低い成長が予測されています。

高い収益成長: NXTの収益 ( 11.3% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: NXTの 自己資本利益率 は、3年後には高くなると予測されています ( 21.1 %)

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/05/20 05:43
終値2026/05/20 00:00
収益2026/03/31
年間収益2026/03/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Nextpower Inc. 25 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。38

アナリスト機関
Benjamin KalloBaird
Christine ChoBarclays
null nullBMO Capital Markets Equity Research