View Past PerformanceNextpower バランスシートの健全性財務の健全性 基準チェック /66Nextpowerの総株主資本は$2.3B 、総負債は$0.0で、負債比率は0%となります。総資産と総負債はそれぞれ$4.1Bと$1.7Bです。 Nextpowerの EBIT は$707.6Mで、利息カバレッジ比率-24.8です。現金および短期投資は$1.1Bです。主要情報0%負債資本比率US$0負債インタレスト・カバレッジ・レシオ-24.8x現金US$1.15bエクイティUS$2.33b負債合計US$1.74b総資産US$4.07b財務の健全性に関する最新情報更新なしすべての更新を表示Recent updatesBuy Or Sell Opportunity • 17hNow 26% overvaluedThe stock has been flat over the last 90 days, currently trading at US$119. The fair value is estimated to be US$94.25, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 21% over the last 3 years. Earnings per share has grown by 44%. For the next 3 years, revenue is forecast to grow by 14% per annum. Earnings are also forecast to grow by 15% per annum over the same time period.お知らせ • Jun 29+ 10 more updatesNextpower Inc.(NasdaqGS:NXT) dropped from Russell 2000 Growth BenchmarkNextpower Inc.(NasdaqGS:NXT) dropped from Russell 2000 Growth BenchmarkRecent Insider Transactions Derivative • Jun 29Co-Founder exercised options and sold US$3.9m worth of stockOn the 22nd of June, Daniel Shugar exercised options to acquire 30k shares at no cost and sold these for an average price of US$128 per share. This trade did not impact their existing holding. For the year to March 2022, Daniel's total compensation was 4% salary and 96% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Daniel currently holds less than 1% of total shares outstanding. Company insiders have collectively sold US$70m more than they bought, via options and on-market transactions in the last 12 months.Valuation Update With 7 Day Price Move • Jun 26Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to US$107, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 16x in the Electrical industry in the US. Total returns to shareholders of 169% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$93.50 per share.お知らせ • Jun 25Nextpower Inc., Annual General Meeting, Aug 18, 2026Nextpower Inc., Annual General Meeting, Aug 18, 2026.ライブニュース • Jun 24Nextpower to Acquire Zimmermann PV-Steel Group in €330 Million European Solar ExpansionNextpower has agreed to acquire Germany-based Zimmermann PV-Steel Group for up to €330 million (about $378 million) in cash, stock and contingent consideration, with closing targeted for the second half of fiscal 2027, subject to regulatory and customary approvals. The deal is expected to add about €300 million in annual revenue and €45 million in adjusted EBITDA, broadening Nextpower’s European ground-mount solar offering while Zimmermann continues operating as “Zimmermann PV, a Nextpower Company” and keeps serving existing customers. Nextpower shares trade at $120.64, with the stock up 30% year to date, while the latest session showed a decline of 6.5%. The acquisition meaningfully increases Nextpower’s scale in Europe’s utility-scale solar hardware market, but integration execution, regulatory timing and the mix of cash, stock and contingent payouts will be key factors for investors to track as the deal progresses.Seeking Alpha • Jun 24Nextpower: Powering On Across The Power SectorSummary 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ナラティブの更新 • Jun 18NXT: Battery Storage And AI Power Solutions Will Support Long Term OpportunityAnalysts 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.ライブニュース • Jun 17Nextpower Stock in Focus as New Solar Tracker and Foundation Systems Launch in EuropeNextpower has launched a reworked NX Gemini two-in-portrait (2P) solar tracker system for global markets, with an initial focus on Europe. The company is expanding its broader solar solutions portfolio in Europe, targeting a wider range of project needs. Nextpower also introduced the NX Anchor integrated foundation system, co-engineered for the NX Horizon 1P tracker, aimed at addressing variable European soil conditions and construction risks. This expansion of Nextpower’s product line points to an effort to serve more complex project requirements, particularly in regions where site conditions can be challenging and contractors seek systems that can be deployed efficiently. Investors may want to watch how quickly these new products gain traction in international project tenders and whether the company can manage any added execution or cost risks associated with a broader hardware portfolio.お知らせ • Jun 17Nextpower Announces Global Launch of Nx Gemini Two-In-Portrait Solar Tracker System and Nx Anchor Integrated Foundation SystemNextpower announced the global launch of its reimagined NX Gemini two-in-portrait (2P) solar tracker system. The launch is part of a broader expansion of Nextpower’s solar solutions portfolio in Europe, which includes NX Anchor, an integrated foundation system co-engineered for the company’s flagship NX Horizon 1P tracker. Nextpower integrated solar tracking systems deployed at Greece’s landmark Ptolemaida Solar Park. Nextpower is expanding its platform to help support this next phase of solar development in Europe with high-density tracker systems, integrated foundations, and intelligent controls that address increasingly site-specific project needs. With over 160 GW deployed globally and a growing European footprint, Nextpower continues to invest in integrated solutions and broaden its product portfolio to streamline project execution and expand sites where solar can be built and operated reliably at scale. Building on five years of operational experience with 2P tracker technology, the reimagined NX Gemini system is designed to deliver improved performance, constructability, and cost effectiveness for customers. The system incorporates advancements in Nextpower’s proven tracker controls and software architecture, enabling row-level control, network communications, weather response, and centralized site intelligence. Engineered for Europe’s variable geotechnical conditions, the NX Anchor foundation system offers multiple pile types for soft, expansive, frost-prone, medium, and mixed soils. All piles can be installed with readily available standard equipment. Co-engineered for installation with Nextpower’s NX Horizon 1P tracker, the integrated foundation supports higher tracker clearances, with up to 70% less embedment depth than standard H-piles, and enables up to 20% faster installation. Nextpower will extend existing control and software-enabled capabilities to its NX Gemini 2P tracking system. These capabilities include TrueCapture advanced tracker control technology to maximize energy production and agriPV-specific operating modes available through the NX Navigator monitoring and control software. Nextpower’s advancements in agriPV tracker controls are part of a comprehensive agriPV solutions portfolio, recently showcased in Rimini, Italy.分析記事 • Jun 16Nextpower (NXT) Stock Could Be 11.6% Undervalued After Renewables RallySignals 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...Buy Or Sell Opportunity • Jun 12Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 1.9% to US$122. The fair value is estimated to be US$101, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 21% over the last 3 years. Earnings per share has grown by 44%. For the next 3 years, revenue is forecast to grow by 14% per annum. Earnings are also forecast to grow by 15% per annum over the same time period.New Risk • Jun 11New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 11% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.ライブニュース • Jun 06Nextpower Expands Into Battery Storage With US$365 Million Prevalon Deal and Raises OutlookNextpower agreed to acquire U.S.-based battery storage provider Prevalon Energy for up to US$365m, adding utility-scale battery systems, energy management software and lifecycle services to its existing solar tracking and inverter platform. The company raised its fiscal 2027 outlook to at least US$4b in revenue and US$4.52 per share in adjusted earnings, citing expected contributions from the Prevalon acquisition. Shares rose more than 12% following the announcement, while several Wall Street firms, including RBC Capital Markets, BNP Paribas and Susquehanna, lifted their price targets and kept positive or outperform ratings. Nextpower also filed a patent infringement lawsuit to defend its solar tracking technology. The key shift here is that Nextpower is positioning itself as a broader clean energy systems provider, with exposure to battery storage, intelligent controls and potential AI data center demand rather than just solar tracking hardware. Investors may want to watch how integration of Prevalon progresses, regulatory approvals for the deal, and any financial or legal impact from the company’s patent litigation.ナラティブの更新 • Jun 04NXT: Expanded Storage And Power Conversion Platform Will Support Future UpsideAnalysts 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.お知らせ • May 30+ 1 more updateNextpower Inc. (NasdaqGS:NXT) entered into a definitive agreement to acquire Prevalon Energy LLC from Mitsubishi Power Americas, Inc. and Emerald Energy Storage LLC for approximately $370 million.Nextpower Inc. (NasdaqGS:NXT) entered into a definitive agreement to acquire Prevalon Energy LLC from Mitsubishi Power Americas, Inc. and Emerald Energy Storage LLC for approximately $370 million on May 28, 2026. A total consideration of up to $365 million, consisting of (i) approximately $150 million in cash consideration to be paid at closing, (ii) $50 million in stock consideration consisting of shares of Class A common stock of Nextpower to be issued one year after closing, and (iii) up to $165 million of contingent cash consideration will be paid by Nextpower. The transaction is expected to close in Q2 FY27, subject to customary regulatory approvals, antitrust regulatory review, and closing conditions.Valuation Update With 7 Day Price Move • May 29Investor sentiment improves as stock rises 20%After last week's 20% share price gain to US$157, the stock trades at a forward P/E ratio of 42x. Average forward P/E is 17x in the Electrical industry in the US. Total returns to shareholders of 284% over the past three years.Recent Insider Transactions Derivative • May 23Insider exercised options and sold US$15m worth of stockOn the 20th of May, Bruce Ledesma exercised options to acquire 123k shares at no cost and sold these for an average price of US$125 per share. This trade did not impact their existing holding. Since June 2025, Bruce's direct individual holding has increased from 10.00k shares to 75.65k. Company insiders have collectively sold US$38m more than they bought, via options and on-market transactions in the last 12 months.ナラティブの更新 • May 15NXT: U.S. Manufacturing And Data Partnerships Will Support Balanced Long Term OpportunityAnalysts 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).お知らせ • May 14Nextpower Inc. Updates Earnings Guidance for the Fiscal Year 2027Nextpower Inc. updated earnings guidance for the fiscal year 2027. For the year, the company expected revenue of $3.8 billion to $4.1 billion as compared to previous guidance of $3.6 billion to $3.8 billion; GAAP Net Income of $501 million to $559 million; GAAP Diluted EPS of $3.19 to $3.56.Price Target Changed • May 13Price target increased by 12% to US$140Up from US$125, the current price target is an average from 26 analysts. New target price is approximately in line with last closing price of US$136. Stock is up 148% over the past year. The company is forecast to post earnings per share of US$3.68 for next year compared to US$3.96 last year.ナラティブの更新 • Apr 28NXT: Hail Resilience Data And U.S. Frames Will Support Future UpsideAnalysts 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.Valuation Update With 7 Day Price Move • Apr 23Investor sentiment improves as stock rises 16%After last week's 16% share price gain to US$124, the stock trades at a forward P/E ratio of 32x. Average forward P/E is 20x in the Electrical industry in the US. Total returns to shareholders of 287% over the past three years.お知らせ • Apr 22Nextpower Inc. to Report Q4, 2026 Results on May 12, 2026Nextpower Inc. announced that they will report Q4, 2026 results After-Market on May 12, 2026ナラティブの更新 • Apr 14NXT: Elevated P/E Will Persist Despite Guidance Boost And Aggressive BuybackAnalysts 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 30NXT: Elevated P/E And Buybacks Will Continue To Outrun Fundamental Earnings PowerAnalysts 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.Buy Or Sell Opportunity • Mar 17Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 42% to US$122. The fair value is estimated to be US$100, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 22% over the last 3 years. Earnings per share has grown by 57%. For the next 3 years, revenue is forecast to grow by 11% per annum. Earnings are also forecast to grow by 11% per annum over the same time period.ナラティブの更新 • Mar 16NXT: Middle East Manufacturing Expansion Will Support Future Upside PotentialAnalysts 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.Valuation Update With 7 Day Price Move • Mar 03Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to US$101, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 17x in the Electrical industry in the US. Total returns to shareholders of 198% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$101 per share.ナラティブの更新 • Mar 02NXT: Saudi Manufacturing Expansion Will Drive Buybacks And Undervalued UpsideAnalysts 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.Buy Or Sell Opportunity • Feb 18Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 43% to US$123. The fair value is estimated to be US$102, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 22% over the last 3 years. Earnings per share has grown by 57%. For the next 3 years, revenue is forecast to grow by 11% per annum. Earnings are also forecast to grow by 10% per annum over the same time period.ナラティブの更新 • Feb 16NXT: Saudi Projects And Buybacks Will Support Steady OutlookAnalysts 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 04Nextpower Inc. (NASDAQ:NXT) Stock Rockets 29% As Investors Are Less Pessimistic Than ExpectedNextpower 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 02NXT: Elevated P/E And Buybacks Will Likely Outrun Fundamental Earnings PowerAnalysts 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.Price Target Changed • Jan 28Price target increased by 11% to US$115Up from US$104, the current price target is an average from 27 analysts. New target price is approximately in line with last closing price of US$120. Stock is up 144% over the past year. The company is forecast to post earnings per share of US$3.58 for next year compared to US$3.55 last year.Reported Earnings • Jan 28Third quarter 2026 earnings: EPS and revenues exceed analyst expectationsThird quarter 2026 results: EPS: US$0.88 (up from US$0.80 in 3Q 2025). Revenue: US$909.4m (up 34% from 3Q 2025). Net income: US$131.2m (up 14% from 3Q 2025). Profit margin: 14% (down from 17% in 3Q 2025). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 11%. Earnings per share (EPS) also surpassed analyst estimates by 12%. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Electrical industry in the US.お知らせ • Jan 28+ 2 more updatesNextpower Inc. (NasdaqGS:NXT) acquired Fracsun Inc.Nextpower Inc. (NasdaqGS:NXT) acquired Fracsun Inc. on December 31, 2025. The transaction occurred during Nextpower's third quarter of fiscal year 2026, ended December 31, 2025. Nextpower Inc. (NasdaqGS:NXT) completed the acquisition of Fracsun Inc. on December 31, 2025.ナラティブの更新 • Jan 19NXT: Middle East Solar Expansion And New Facilities Will Support Upside PotentialAnalysts 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).お知らせ • Jan 07Nextpower Inc. to Report Q3, 2026 Results on Jan 27, 2026Nextpower Inc. announced that they will report Q3, 2026 results After-Market on Jan 27, 2026ナラティブの更新 • Jan 05NXT: Elevated Earnings Multiple Will Likely Outpace Moderating Profit MarginsAnalysts 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 14NXT: Raised 2026 Guidance And Expanded Manufacturing Footprint Will Drive UpsideAnalysts 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 28NXT: Fiscal 2026 Guidance Lift and US Manufacturing Deal Will Support UpsideAnalysts 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.Recent Insider Transactions • Nov 20Independent Chairman recently sold US$919k worth of stockOn the 18th of November, William D. Watkins sold around 10k shares on-market at roughly US$91.85 per share. This transaction amounted to 45% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. William D. has been a net seller over the last 12 months, reducing personal holdings by US$1.5m.ナラティブの更新 • Nov 14NXT: Fiscal 2026 Earnings Outlook and New Partnership Will Drive Further GainsAnalysts 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.Valuation Update With 7 Day Price Move • Nov 13Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to US$88.09, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 14x in the Electrical industry in the US. Total returns to shareholders of 122% over the past year. Simply Wall St's valuation model estimates the intrinsic value at US$106 per share.ナラティブの更新 • Oct 31NXT: Expanding Global Partnerships And Profit Outlook Will Maintain Balanced ProspectsAnalysts 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).Valuation Update With 7 Day Price Move • Oct 30Investor sentiment improves as stock rises 17%After last week's 17% share price gain to US$103, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 14x in the Electrical industry in the US. Total returns to shareholders of 221% over the past year. Simply Wall St's valuation model estimates the intrinsic value at US$106 per share.お知らせ • Oct 28Nextracker Debuts NX Earth Truss Foundation Solution in Australia Backed by ARENA to Accelerate Large-Scale Solar DeploymentNextracker announced the launch of its NX Earth Truss®? foundation solution in Australia, supported by a grant from the Australian Renewable Energy Agency (ARENA) to accelerate large-scale solar in the country. With support from ARENA, and working with leading Australian developers, EPCs, and installation partners, Nextracker aims to cut the cost and complexity of building large-scale solar projects on challenging terrain such as hard or rocky soils. By overcoming these barriers, NX Earth Truss expands Australia's solar siting potential, easing land-use constraints and accelerating project timelines. With increased automation and lighter labour requirements, NX Earth Truss also improves the viability of building in remote project sites, opening new opportunities for utility-scale solar developments that might otherwise face delays or environmental limitations. At the core of Nextracker's system is the NX Truss Driver™?, a semi-autonomous drilling machine equipped with precision GNSS controls and unique drill-and-drive technology. It installs NX Earth Truss foundations in a single pass, reducing labour hours, eliminating rework, and de-risking construction timelines -- a critical advantage as Australia races to deploy renewables at unprecedented speed.Reported Earnings • Oct 24Second quarter 2026 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2026 results: EPS: US$0.99 (up from US$0.80 in 2Q 2025). Revenue: US$905.3m (up 42% from 2Q 2025). Net income: US$146.9m (up 27% from 2Q 2025). Profit margin: 16% (down from 18% in 2Q 2025). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 7.8%. Earnings per share (EPS) also surpassed analyst estimates by 14%. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Electrical industry in the US.お知らせ • Oct 24Nextracker Inc. Updates Earnings Guidance for the Fiscal Year 2026Nextracker Inc. updated earnings guidance for the fiscal year 2026. For the period, the company updates Revenue to be in the range of $3.275 billion to $3.475 billion compared to previous guidance of $3.2 billion to $3.45 billion. The company expects GAAP Net Income to be in the range of $499 million to $529 million compared to previous guidance of $496 million to $543 million. GAAP Diluted EPS is expected to be in the range of $3.26 to $3.46 compared to previous guidance of $3.24 to $3.55.Price Target Changed • Oct 18Price target increased by 7.7% to US$79.15Up from US$73.46, the current price target is an average from 26 analysts. New target price is 9.1% below last closing price of US$87.06. Stock is up 160% over the past year. The company is forecast to post earnings per share of US$3.57 for next year compared to US$3.55 last year.ナラティブの更新 • Oct 17Global R&D Expansion And Strong Solar Demand Will Strengthen Position, But Profit Margins May DeclineNextracker'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.Valuation Update With 7 Day Price Move • Oct 15Investor sentiment improves as stock rises 19%After last week's 19% share price gain to US$93.12, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 13x in the Electrical industry in the US. Total returns to shareholders of 166% over the past year. Simply Wall St's valuation model estimates the intrinsic value at US$73.17 per share.Buy Or Sell Opportunity • Oct 15Now 27% overvalued after recent price riseOver the last 90 days, the stock has risen 54% to US$93.12. The fair value is estimated to be US$73.17, however this is not to be taken as a sell recommendation but rather should be used as a guide only. For the next 3 years, revenue is forecast to grow by 10% per annum. Earnings are also forecast to grow by 7.2% per annum over the same time period.ナラティブの更新 • Oct 03Global R&D Expansion And Strong Solar Demand Will Strengthen Position, But Profit Margins May DeclineAnalysts 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.お知らせ • Oct 03Nextracker Inc. to Report Q2, 2026 Results on Oct 23, 2025Nextracker Inc. announced that they will report Q2, 2026 results After-Market on Oct 23, 2025お知らせ • Sep 09Nextracker Inc. (NasdaqGS:NXT) acquired Origami Solar, Inc.Nextracker Inc. (NasdaqGS:NXT) acquired Origami Solar, Inc. for $53 million on September 8, 2025. Nextracker Inc. (NasdaqGS:NXT) completed the acquisition of Origami Solar, Inc. on September 8, 2025.お知らせ • Sep 05Nextracker Inc. Introduces NX PowerMerge, a Transformative Electrical Balance of Systems (eBOS) Trunk ConnectorNextracker announced the launch of its proprietary NX PowerMerge trunk connector, a next generation DC power component designed to streamline electrical balance of systems (eBOS) installation and boost long-term reliability. With NX PowerMerge, Nextracker has reimagined DC architectures to deliver a field flexible, cost efficient, and reliable solution to aggregate DC power collection to meet the needs of engineering procurement and construction (EPC) providers and owners. This innovative solution marks the first product introduction to the Nextracker eBOS portfolio since its acquisition of Bentek earlier this year and reinforces its commitment to delivering high performance solar plant solutions at scale. Compared to traditional trunk systems, NX PowerMerge provides field flexibility with fewer connections and a simplified installation process, establishing a more secure, stable power distribution path across the tracker array. Built for compatibility with all solar trackers and fixed systems, NX PowerMerge accelerates installation and commissioning, and enhances long-term reliability and energy production yield. NX PowerMerge is available for purchase now with deliveries beginning in spring 2026 with a manufactured in the U.S.A. option. Developed to meet the demands of today's high-voltage, high-density solar arrays, Nextracker's NX PowerMerge trunk connector delivers a robust, 2kV-ready solution for PV string-to-trunk bus connections. With 400A+ capacity, support for up to eight tap wires (6-8 AWG), and compatibility with trunk conductors up to 1000 kcmil, NX PowerMerge enables developers to reduce the number of connection points, simplify inverter block layouts, and streamline project designs. NX PowerMerge trunk connector key features include: Field adaptable installation that aligns flexibly with diverse solar field layouts and site conditions; Expanded contact surface area, lowering electrical resistance and enhancing connection stability; Maintenance-free operation that reduces long-term O&M and enhances energy production. As labor costs rise and skilled field resources tighten, NX PowerMerge helps EPCs to accelerate timelines through simplified installation and standardized, scalable architecture designed for long-term field performance. This solution also supports the industry's shift toward more centralized testing, standardization, and greater visibility for operators with fewer units to monitor in the field.ナラティブの更新 • Aug 19Global R&D Expansion And Strong Solar Demand Will Strengthen Position, But Profit Margins May DeclineNextracker’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.Price Target Changed • Aug 18Price target increased by 7.2% to US$70.68Up from US$65.94, the current price target is an average from 25 analysts. New target price is approximately in line with last closing price of US$67.70. Stock is up 68% over the past year. The company is forecast to post earnings per share of US$3.56 for next year compared to US$3.55 last year.Valuation Update With 7 Day Price Move • Aug 18Investor sentiment improves as stock rises 26%After last week's 26% share price gain to US$67.70, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 12x in the Electrical industry in the US. Total returns to shareholders of 68% over the past year. Simply Wall St's valuation model estimates the intrinsic value at US$74.68 per share.分析記事 • Aug 07Nextracker Inc. (NASDAQ:NXT) Shares Could Be 27% Below Their Intrinsic Value EstimateNasdaqGS:NXT 1 Year Share Price vs Fair Value Explore Nextracker's Fair Values from the Community and select yours Key...Recent Insider Transactions • Aug 07Independent Chairman recently sold US$568k worth of stockOn the 5th of August, William D. Watkins sold around 10k shares on-market at roughly US$56.79 per share. This transaction amounted to 37% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was William D.'s only on-market trade for the last 12 months.Buy Or Sell Opportunity • Jul 30Now 23% undervaluedOver the last 90 days, the stock has risen 41% to US$58.88. The fair value is estimated to be US$76.85, however this is not to be taken as a buy recommendation but rather should be used as a guide only. For the next 3 years, revenue is forecast to grow by 9.6% per annum. Earnings are also forecast to grow by 5.6% per annum over the same time period.お知らせ • Jul 30+ 2 more updatesNextracker Inc. Raises Earnings Guidance for the Fiscal Year 2026Nextracker Inc. raised earnings guidance for the fiscal year 2026. For the period, the company expects Revenue to be in the range of $3.2 billion to $3.45 billion compared to previous guidance of $3.2 billion to $3.4 billion. The company expects GAAP Net Income to be in the range of $496 million to $543 million compared to previous guidance of $445 million to $503 million. GAAP Diluted EPS is expected to be in the range of $3.24 to $3.55 compared to previous guidance of $2.91 to $3.29.Price Target Changed • Jul 29Price target increased by 7.5% to US$67.50Up from US$62.78, the current price target is an average from 24 analysts. New target price is approximately in line with last closing price of US$64.90. Stock is up 38% over the past year. The company is forecast to post earnings per share of US$3.24 for next year compared to US$3.55 last year.お知らせ • Jul 11Nextracker Inc. to Report Q1, 2026 Results on Jul 29, 2025Nextracker Inc. announced that they will report Q1, 2026 results After-Market on Jul 29, 2025Buy Or Sell Opportunity • Jul 08Now 21% undervaluedOver the last 90 days, the stock has risen 63% to US$63.94. The fair value is estimated to be US$81.22, however this is not to be taken as a buy recommendation but rather should be used as a guide only. For the next 3 years, revenue is forecast to grow by 9.4% per annum. Earnings are also forecast to grow by 6.8% per annum over the same time period.Valuation Update With 7 Day Price Move • Jul 07Investor sentiment improves as stock rises 22%After last week's 22% share price gain to US$66.31, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 12x in the Electrical industry in the US. Total returns to shareholders of 38% over the past year. Simply Wall St's valuation model estimates the intrinsic value at US$79.27 per share.分析記事 • Jul 03Nextracker (NASDAQ:NXT) Is Reinvesting At Lower Rates Of ReturnDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Amongst other things...Recent Insider Transactions Derivative • Jun 26Co-Founder exercised options and sold US$1.3m worth of stockOn the 23rd of June, Daniel Shugar exercised options to acquire 22k shares at no cost and sold these for an average price of US$57.24 per share. This trade did not impact their existing holding. For the year to March 2022, Daniel's total compensation was 4% salary and 96% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since June 2024, Daniel's direct individual holding has increased from 147.09k shares to 326.54k. Company insiders have collectively sold US$24m more than they bought, via options and on-market transactions in the last 12 months.お知らせ • Jun 26Nextracker Inc., Annual General Meeting, Aug 18, 2025Nextracker Inc., Annual General Meeting, Aug 18, 2025.お知らせ • Jun 18Nextracker Inc. Announces Directorate ChangesNextracker Inc. increased the number of directors serving on the Board from nine to eleven and appointed Monica Karuturi and Mark Menezes to serve as directors of the Company. Ms. Karuturi will serve as a Class III director of the Company and as a member of the Compensation and People Committee of the Board (the “ Compensation Committee”), effective immediately, with a term of office expiring at the Company’s 2025 annual meeting of stockholders, and Mr. Menezes will serve as a Class I director of the Company and a member of the Nominating, Governance and Public Responsibility Committee of the Board (the “Nominating Committee ”), also effective immediately, with a term of office expiring at the Company’s 2026 annual meeting of stockholders. Appointment of Monica Karuturi: Ms. Karuturi, 46, has served as Executive Vice President and General Counsel of CenterPoint Energy, an electric and gas utility company, since January 2022. Ms. Karuturi joined CenterPoint Energy in 2024, and held several leadership positions at CenterPoint Energy prior to her current role, including Senior Vice President and General Counsel from July 2020 to January 2022 and Vice President and Deputy General Counsel from April 2019 to July 2020. Prior to joining CenterPoint Energy, Ms. Karuturi served as Counsel, Corporate Finance and Strategic Transactions at LyondellBasell Industries. Ms. Karuturi earned her B.A. from Brown University, her M.P.H. from Columbia University, and her J.D. from Georgetown University Law Center. The Board has determined that Ms. Karuturi qualifies as an independent director in accordance with the Nasdaq listing rules and otherwise meets all applicable requirements to serve on each of the Board and the Compensation Committee. Ms. Karuturi will be compensated in accordance with Nextracker’s director compensation program. As such, Ms. Karuturi is entitled to receive an annual cash retainer of $77,500 for her service as a member of Nextracker’s Board, and as a member of the Compensation Committee, and an annual equity grant of $150,000 in restricted stock units to be paid at the conclusion of each annual meeting of our stockholders (the “ Annual Equity Award ”). Ms. Karuturi will receive a pro-rated portion of the Annual Equity Award and retainer fees for her service on our Board of Directors and Compensation Committee between the date of her appointment and Nextracker’s 2025 annual meeting. The number of shares of common stock underlying the Annual Equity Award will be determined based upon the closing price of Nextracker common stock on the Nasdaq Global Select Market on the business day immediately preceding the date of grant. Appointment of Mark Menezes: Mr. Menezes, 69, has served as the President and Chief Executive Officer of the United States Energy Association (USEA) since June 2023. USEA is a non-profit energy organization founded in 1924 to foster the advancement of scientific and technological energy knowledge and the adoption of sound policies to ensure the access of affordable, reliable, clean and resilient energy both in the U.S. and internationally. Additionally,Mr. Menezes has served as an adjunct professor at Georgetown University Law School since August 2021. Mr. Menezes also founded Global Sustainable Energy Advisors LLC, a strategic advisory firm focused on energy policy and security matters, as well as innovative technologies, transactions and investments. Mr. Menezes also served as the Deputy Secretary of the United States Department of Energy from August 2020 to January 2021. Prior to serving as the Deputy Secretary, Mr. Menezes held several positions at the Department of Energy, including Under Secretary. Previously, Mr. Menezes was a partner at the law firm Hunton & Williams LLP, where he headed and managed the firm’s regulated markets and energy infrastructure practice group. Mr. Menezes earned his B.A. from Louisiana State University and his J.D. from the Louisiana State University Law Center.Recent Insider Transactions Derivative • May 30Co-Founder exercised options and sold US$6.0m worth of stockOn the 28th of May, Daniel Shugar exercised options to acquire 109k shares at no cost and sold these for an average price of US$55.35 per share. This trade did not impact their existing holding. For the year to March 2022, Daniel's total compensation was 4% salary and 96% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since June 2024, Daniel's direct individual holding has increased from 147.09k shares to 191.27k. Company insiders have collectively sold US$24m more than they bought, via options and on-market transactions in the last 12 months.Price Target Changed • May 15Price target increased by 11% to US$60.10Up from US$54.21, the current price target is an average from 27 analysts. New target price is approximately in line with last closing price of US$61.60. Stock is up 41% over the past year. The company is forecast to post earnings per share of US$3.26 for next year compared to US$3.55 last year.Reported Earnings • May 15Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: EPS: US$3.55. Revenue: US$2.96b (up 18% from FY 2024). Net income: US$509.2m (up 66% from FY 2024). Profit margin: 17% (up from 12% in FY 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 3.2%. Earnings per share (EPS) also surpassed analyst estimates by 8.0%. Revenue is forecast to grow 8.8% p.a. on average during the next 3 years, compared to a 8.3% growth forecast for the Electrical industry in the US.お知らせ • May 15+ 1 more updateNextracker Inc. (NasdaqGS:NXT) acquired Bentek Corporation for $78 million.Nextracker Inc. (NasdaqGS:NXT) acquired Bentek Corporation for $78 million on May 14, 2025. The cash consideration is $78 million including future contingent earnout consideration. Michael Gilson, Jason Bassetti, Patrick E. Sigmon, Travis Triano, Matthew J. Bacal and Mikaela Dealissia of Davis Polk & Wardwell LLP acted as legal advisor to Nextracker Inc. (NasdaqGS:NXT). Nextracker Inc. (NasdaqGS:NXT) acquired Bentek Corporation on May 14, 2025.Valuation Update With 7 Day Price Move • May 12Investor sentiment improves as stock rises 23%After last week's 23% share price gain to US$50.63, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 10x in the Electrical industry in the US. Total returns to shareholders of 18% over the past year. Simply Wall St's valuation model estimates the intrinsic value at US$78.46 per share.お知らせ • Apr 24Nextracker Inc. to Report Q4, 2025 Results on May 14, 2025Nextracker Inc. announced that they will report Q4, 2025 results After-Market on May 14, 2025Seeking Alpha • Apr 18Nextracker: An Opportunity That Shines In The SunSummary 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 AlphaRecent Insider Transactions Derivative • Apr 06Co-Founder exercised options and sold US$1.2m worth of stockOn the 2nd of April, Daniel Shugar exercised options to acquire 27k shares at no cost and sold these for an average price of US$43.09 per share. This trade did not impact their existing holding. For the year to March 2022, Daniel's total compensation was 4% salary and 96% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since June 2024, Daniel has owned 147.09k shares directly. Company insiders have collectively sold US$6.5m more than they bought, via options and on-market transactions in the last 12 months.財務状況分析短期負債: NXTの 短期資産 ( $2.8B ) が 短期負債 ( $1.2B ) を超えています。長期負債: NXTの短期資産 ( $2.8B ) が 長期負債 ( $575.0M ) を上回っています。デット・ツー・エクイティの歴史と分析負債レベル: NXTは負債がありません。負債の削減: NXT 5 年前には負債がありませんでした。債務返済能力: NXTには負債がないため、営業キャッシュフロー でカバーする必要はありません。インタレストカバレッジ: NXTには負債がないため、利息支払い の負担は問題になりません。貸借対照表健全な企業の発掘7D1Y7D1Y7D1YCapital-goods 業界の健全な企業。View Dividend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2026/07/01 15:08終値2026/06/30 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SECフォーム10-KSECフォーム10-Q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アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 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この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、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。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. 15 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。36 アナリスト機関Benjamin KalloBairdChristine ChoBarclaysnull nullBMO Capital Markets Equity Research33 その他のアナリストを表示
Buy Or Sell Opportunity • 17hNow 26% overvaluedThe stock has been flat over the last 90 days, currently trading at US$119. The fair value is estimated to be US$94.25, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 21% over the last 3 years. Earnings per share has grown by 44%. For the next 3 years, revenue is forecast to grow by 14% per annum. Earnings are also forecast to grow by 15% per annum over the same time period.
お知らせ • Jun 29+ 10 more updatesNextpower Inc.(NasdaqGS:NXT) dropped from Russell 2000 Growth BenchmarkNextpower Inc.(NasdaqGS:NXT) dropped from Russell 2000 Growth Benchmark
Recent Insider Transactions Derivative • Jun 29Co-Founder exercised options and sold US$3.9m worth of stockOn the 22nd of June, Daniel Shugar exercised options to acquire 30k shares at no cost and sold these for an average price of US$128 per share. This trade did not impact their existing holding. For the year to March 2022, Daniel's total compensation was 4% salary and 96% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Daniel currently holds less than 1% of total shares outstanding. Company insiders have collectively sold US$70m more than they bought, via options and on-market transactions in the last 12 months.
Valuation Update With 7 Day Price Move • Jun 26Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to US$107, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 16x in the Electrical industry in the US. Total returns to shareholders of 169% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$93.50 per share.
お知らせ • Jun 25Nextpower Inc., Annual General Meeting, Aug 18, 2026Nextpower Inc., Annual General Meeting, Aug 18, 2026.
ライブニュース • Jun 24Nextpower to Acquire Zimmermann PV-Steel Group in €330 Million European Solar ExpansionNextpower has agreed to acquire Germany-based Zimmermann PV-Steel Group for up to €330 million (about $378 million) in cash, stock and contingent consideration, with closing targeted for the second half of fiscal 2027, subject to regulatory and customary approvals. The deal is expected to add about €300 million in annual revenue and €45 million in adjusted EBITDA, broadening Nextpower’s European ground-mount solar offering while Zimmermann continues operating as “Zimmermann PV, a Nextpower Company” and keeps serving existing customers. Nextpower shares trade at $120.64, with the stock up 30% year to date, while the latest session showed a decline of 6.5%. The acquisition meaningfully increases Nextpower’s scale in Europe’s utility-scale solar hardware market, but integration execution, regulatory timing and the mix of cash, stock and contingent payouts will be key factors for investors to track as the deal progresses.
Seeking Alpha • Jun 24Nextpower: Powering On Across The Power SectorSummary 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
ナラティブの更新 • Jun 18NXT: Battery Storage And AI Power Solutions Will Support Long Term OpportunityAnalysts 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.
ライブニュース • Jun 17Nextpower Stock in Focus as New Solar Tracker and Foundation Systems Launch in EuropeNextpower has launched a reworked NX Gemini two-in-portrait (2P) solar tracker system for global markets, with an initial focus on Europe. The company is expanding its broader solar solutions portfolio in Europe, targeting a wider range of project needs. Nextpower also introduced the NX Anchor integrated foundation system, co-engineered for the NX Horizon 1P tracker, aimed at addressing variable European soil conditions and construction risks. This expansion of Nextpower’s product line points to an effort to serve more complex project requirements, particularly in regions where site conditions can be challenging and contractors seek systems that can be deployed efficiently. Investors may want to watch how quickly these new products gain traction in international project tenders and whether the company can manage any added execution or cost risks associated with a broader hardware portfolio.
お知らせ • Jun 17Nextpower Announces Global Launch of Nx Gemini Two-In-Portrait Solar Tracker System and Nx Anchor Integrated Foundation SystemNextpower announced the global launch of its reimagined NX Gemini two-in-portrait (2P) solar tracker system. The launch is part of a broader expansion of Nextpower’s solar solutions portfolio in Europe, which includes NX Anchor, an integrated foundation system co-engineered for the company’s flagship NX Horizon 1P tracker. Nextpower integrated solar tracking systems deployed at Greece’s landmark Ptolemaida Solar Park. Nextpower is expanding its platform to help support this next phase of solar development in Europe with high-density tracker systems, integrated foundations, and intelligent controls that address increasingly site-specific project needs. With over 160 GW deployed globally and a growing European footprint, Nextpower continues to invest in integrated solutions and broaden its product portfolio to streamline project execution and expand sites where solar can be built and operated reliably at scale. Building on five years of operational experience with 2P tracker technology, the reimagined NX Gemini system is designed to deliver improved performance, constructability, and cost effectiveness for customers. The system incorporates advancements in Nextpower’s proven tracker controls and software architecture, enabling row-level control, network communications, weather response, and centralized site intelligence. Engineered for Europe’s variable geotechnical conditions, the NX Anchor foundation system offers multiple pile types for soft, expansive, frost-prone, medium, and mixed soils. All piles can be installed with readily available standard equipment. Co-engineered for installation with Nextpower’s NX Horizon 1P tracker, the integrated foundation supports higher tracker clearances, with up to 70% less embedment depth than standard H-piles, and enables up to 20% faster installation. Nextpower will extend existing control and software-enabled capabilities to its NX Gemini 2P tracking system. These capabilities include TrueCapture advanced tracker control technology to maximize energy production and agriPV-specific operating modes available through the NX Navigator monitoring and control software. Nextpower’s advancements in agriPV tracker controls are part of a comprehensive agriPV solutions portfolio, recently showcased in Rimini, Italy.
分析記事 • Jun 16Nextpower (NXT) Stock Could Be 11.6% Undervalued After Renewables RallySignals 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...
Buy Or Sell Opportunity • Jun 12Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 1.9% to US$122. The fair value is estimated to be US$101, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 21% over the last 3 years. Earnings per share has grown by 44%. For the next 3 years, revenue is forecast to grow by 14% per annum. Earnings are also forecast to grow by 15% per annum over the same time period.
New Risk • Jun 11New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 11% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.
ライブニュース • Jun 06Nextpower Expands Into Battery Storage With US$365 Million Prevalon Deal and Raises OutlookNextpower agreed to acquire U.S.-based battery storage provider Prevalon Energy for up to US$365m, adding utility-scale battery systems, energy management software and lifecycle services to its existing solar tracking and inverter platform. The company raised its fiscal 2027 outlook to at least US$4b in revenue and US$4.52 per share in adjusted earnings, citing expected contributions from the Prevalon acquisition. Shares rose more than 12% following the announcement, while several Wall Street firms, including RBC Capital Markets, BNP Paribas and Susquehanna, lifted their price targets and kept positive or outperform ratings. Nextpower also filed a patent infringement lawsuit to defend its solar tracking technology. The key shift here is that Nextpower is positioning itself as a broader clean energy systems provider, with exposure to battery storage, intelligent controls and potential AI data center demand rather than just solar tracking hardware. Investors may want to watch how integration of Prevalon progresses, regulatory approvals for the deal, and any financial or legal impact from the company’s patent litigation.
ナラティブの更新 • Jun 04NXT: Expanded Storage And Power Conversion Platform Will Support Future UpsideAnalysts 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.
お知らせ • May 30+ 1 more updateNextpower Inc. (NasdaqGS:NXT) entered into a definitive agreement to acquire Prevalon Energy LLC from Mitsubishi Power Americas, Inc. and Emerald Energy Storage LLC for approximately $370 million.Nextpower Inc. (NasdaqGS:NXT) entered into a definitive agreement to acquire Prevalon Energy LLC from Mitsubishi Power Americas, Inc. and Emerald Energy Storage LLC for approximately $370 million on May 28, 2026. A total consideration of up to $365 million, consisting of (i) approximately $150 million in cash consideration to be paid at closing, (ii) $50 million in stock consideration consisting of shares of Class A common stock of Nextpower to be issued one year after closing, and (iii) up to $165 million of contingent cash consideration will be paid by Nextpower. The transaction is expected to close in Q2 FY27, subject to customary regulatory approvals, antitrust regulatory review, and closing conditions.
Valuation Update With 7 Day Price Move • May 29Investor sentiment improves as stock rises 20%After last week's 20% share price gain to US$157, the stock trades at a forward P/E ratio of 42x. Average forward P/E is 17x in the Electrical industry in the US. Total returns to shareholders of 284% over the past three years.
Recent Insider Transactions Derivative • May 23Insider exercised options and sold US$15m worth of stockOn the 20th of May, Bruce Ledesma exercised options to acquire 123k shares at no cost and sold these for an average price of US$125 per share. This trade did not impact their existing holding. Since June 2025, Bruce's direct individual holding has increased from 10.00k shares to 75.65k. Company insiders have collectively sold US$38m more than they bought, via options and on-market transactions in the last 12 months.
ナラティブの更新 • May 15NXT: U.S. Manufacturing And Data Partnerships Will Support Balanced Long Term OpportunityAnalysts 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).
お知らせ • May 14Nextpower Inc. Updates Earnings Guidance for the Fiscal Year 2027Nextpower Inc. updated earnings guidance for the fiscal year 2027. For the year, the company expected revenue of $3.8 billion to $4.1 billion as compared to previous guidance of $3.6 billion to $3.8 billion; GAAP Net Income of $501 million to $559 million; GAAP Diluted EPS of $3.19 to $3.56.
Price Target Changed • May 13Price target increased by 12% to US$140Up from US$125, the current price target is an average from 26 analysts. New target price is approximately in line with last closing price of US$136. Stock is up 148% over the past year. The company is forecast to post earnings per share of US$3.68 for next year compared to US$3.96 last year.
ナラティブの更新 • Apr 28NXT: Hail Resilience Data And U.S. Frames Will Support Future UpsideAnalysts 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.
Valuation Update With 7 Day Price Move • Apr 23Investor sentiment improves as stock rises 16%After last week's 16% share price gain to US$124, the stock trades at a forward P/E ratio of 32x. Average forward P/E is 20x in the Electrical industry in the US. Total returns to shareholders of 287% over the past three years.
お知らせ • Apr 22Nextpower Inc. to Report Q4, 2026 Results on May 12, 2026Nextpower Inc. announced that they will report Q4, 2026 results After-Market on May 12, 2026
ナラティブの更新 • Apr 14NXT: Elevated P/E Will Persist Despite Guidance Boost And Aggressive BuybackAnalysts 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 30NXT: Elevated P/E And Buybacks Will Continue To Outrun Fundamental Earnings PowerAnalysts 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.
Buy Or Sell Opportunity • Mar 17Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 42% to US$122. The fair value is estimated to be US$100, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 22% over the last 3 years. Earnings per share has grown by 57%. For the next 3 years, revenue is forecast to grow by 11% per annum. Earnings are also forecast to grow by 11% per annum over the same time period.
ナラティブの更新 • Mar 16NXT: Middle East Manufacturing Expansion Will Support Future Upside PotentialAnalysts 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.
Valuation Update With 7 Day Price Move • Mar 03Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to US$101, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 17x in the Electrical industry in the US. Total returns to shareholders of 198% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$101 per share.
ナラティブの更新 • Mar 02NXT: Saudi Manufacturing Expansion Will Drive Buybacks And Undervalued UpsideAnalysts 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.
Buy Or Sell Opportunity • Feb 18Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 43% to US$123. The fair value is estimated to be US$102, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 22% over the last 3 years. Earnings per share has grown by 57%. For the next 3 years, revenue is forecast to grow by 11% per annum. Earnings are also forecast to grow by 10% per annum over the same time period.
ナラティブの更新 • Feb 16NXT: Saudi Projects And Buybacks Will Support Steady OutlookAnalysts 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 04Nextpower Inc. (NASDAQ:NXT) Stock Rockets 29% As Investors Are Less Pessimistic Than ExpectedNextpower 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 02NXT: Elevated P/E And Buybacks Will Likely Outrun Fundamental Earnings PowerAnalysts 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.
Price Target Changed • Jan 28Price target increased by 11% to US$115Up from US$104, the current price target is an average from 27 analysts. New target price is approximately in line with last closing price of US$120. Stock is up 144% over the past year. The company is forecast to post earnings per share of US$3.58 for next year compared to US$3.55 last year.
Reported Earnings • Jan 28Third quarter 2026 earnings: EPS and revenues exceed analyst expectationsThird quarter 2026 results: EPS: US$0.88 (up from US$0.80 in 3Q 2025). Revenue: US$909.4m (up 34% from 3Q 2025). Net income: US$131.2m (up 14% from 3Q 2025). Profit margin: 14% (down from 17% in 3Q 2025). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 11%. Earnings per share (EPS) also surpassed analyst estimates by 12%. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Electrical industry in the US.
お知らせ • Jan 28+ 2 more updatesNextpower Inc. (NasdaqGS:NXT) acquired Fracsun Inc.Nextpower Inc. (NasdaqGS:NXT) acquired Fracsun Inc. on December 31, 2025. The transaction occurred during Nextpower's third quarter of fiscal year 2026, ended December 31, 2025. Nextpower Inc. (NasdaqGS:NXT) completed the acquisition of Fracsun Inc. on December 31, 2025.
ナラティブの更新 • Jan 19NXT: Middle East Solar Expansion And New Facilities Will Support Upside PotentialAnalysts 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).
お知らせ • Jan 07Nextpower Inc. to Report Q3, 2026 Results on Jan 27, 2026Nextpower Inc. announced that they will report Q3, 2026 results After-Market on Jan 27, 2026
ナラティブの更新 • Jan 05NXT: Elevated Earnings Multiple Will Likely Outpace Moderating Profit MarginsAnalysts 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 14NXT: Raised 2026 Guidance And Expanded Manufacturing Footprint Will Drive UpsideAnalysts 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 28NXT: Fiscal 2026 Guidance Lift and US Manufacturing Deal Will Support UpsideAnalysts 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.
Recent Insider Transactions • Nov 20Independent Chairman recently sold US$919k worth of stockOn the 18th of November, William D. Watkins sold around 10k shares on-market at roughly US$91.85 per share. This transaction amounted to 45% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. William D. has been a net seller over the last 12 months, reducing personal holdings by US$1.5m.
ナラティブの更新 • Nov 14NXT: Fiscal 2026 Earnings Outlook and New Partnership Will Drive Further GainsAnalysts 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.
Valuation Update With 7 Day Price Move • Nov 13Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to US$88.09, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 14x in the Electrical industry in the US. Total returns to shareholders of 122% over the past year. Simply Wall St's valuation model estimates the intrinsic value at US$106 per share.
ナラティブの更新 • Oct 31NXT: Expanding Global Partnerships And Profit Outlook Will Maintain Balanced ProspectsAnalysts 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).
Valuation Update With 7 Day Price Move • Oct 30Investor sentiment improves as stock rises 17%After last week's 17% share price gain to US$103, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 14x in the Electrical industry in the US. Total returns to shareholders of 221% over the past year. Simply Wall St's valuation model estimates the intrinsic value at US$106 per share.
お知らせ • Oct 28Nextracker Debuts NX Earth Truss Foundation Solution in Australia Backed by ARENA to Accelerate Large-Scale Solar DeploymentNextracker announced the launch of its NX Earth Truss®? foundation solution in Australia, supported by a grant from the Australian Renewable Energy Agency (ARENA) to accelerate large-scale solar in the country. With support from ARENA, and working with leading Australian developers, EPCs, and installation partners, Nextracker aims to cut the cost and complexity of building large-scale solar projects on challenging terrain such as hard or rocky soils. By overcoming these barriers, NX Earth Truss expands Australia's solar siting potential, easing land-use constraints and accelerating project timelines. With increased automation and lighter labour requirements, NX Earth Truss also improves the viability of building in remote project sites, opening new opportunities for utility-scale solar developments that might otherwise face delays or environmental limitations. At the core of Nextracker's system is the NX Truss Driver™?, a semi-autonomous drilling machine equipped with precision GNSS controls and unique drill-and-drive technology. It installs NX Earth Truss foundations in a single pass, reducing labour hours, eliminating rework, and de-risking construction timelines -- a critical advantage as Australia races to deploy renewables at unprecedented speed.
Reported Earnings • Oct 24Second quarter 2026 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2026 results: EPS: US$0.99 (up from US$0.80 in 2Q 2025). Revenue: US$905.3m (up 42% from 2Q 2025). Net income: US$146.9m (up 27% from 2Q 2025). Profit margin: 16% (down from 18% in 2Q 2025). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 7.8%. Earnings per share (EPS) also surpassed analyst estimates by 14%. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Electrical industry in the US.
お知らせ • Oct 24Nextracker Inc. Updates Earnings Guidance for the Fiscal Year 2026Nextracker Inc. updated earnings guidance for the fiscal year 2026. For the period, the company updates Revenue to be in the range of $3.275 billion to $3.475 billion compared to previous guidance of $3.2 billion to $3.45 billion. The company expects GAAP Net Income to be in the range of $499 million to $529 million compared to previous guidance of $496 million to $543 million. GAAP Diluted EPS is expected to be in the range of $3.26 to $3.46 compared to previous guidance of $3.24 to $3.55.
Price Target Changed • Oct 18Price target increased by 7.7% to US$79.15Up from US$73.46, the current price target is an average from 26 analysts. New target price is 9.1% below last closing price of US$87.06. Stock is up 160% over the past year. The company is forecast to post earnings per share of US$3.57 for next year compared to US$3.55 last year.
ナラティブの更新 • Oct 17Global R&D Expansion And Strong Solar Demand Will Strengthen Position, But Profit Margins May DeclineNextracker'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.
Valuation Update With 7 Day Price Move • Oct 15Investor sentiment improves as stock rises 19%After last week's 19% share price gain to US$93.12, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 13x in the Electrical industry in the US. Total returns to shareholders of 166% over the past year. Simply Wall St's valuation model estimates the intrinsic value at US$73.17 per share.
Buy Or Sell Opportunity • Oct 15Now 27% overvalued after recent price riseOver the last 90 days, the stock has risen 54% to US$93.12. The fair value is estimated to be US$73.17, however this is not to be taken as a sell recommendation but rather should be used as a guide only. For the next 3 years, revenue is forecast to grow by 10% per annum. Earnings are also forecast to grow by 7.2% per annum over the same time period.
ナラティブの更新 • Oct 03Global R&D Expansion And Strong Solar Demand Will Strengthen Position, But Profit Margins May DeclineAnalysts 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.
お知らせ • Oct 03Nextracker Inc. to Report Q2, 2026 Results on Oct 23, 2025Nextracker Inc. announced that they will report Q2, 2026 results After-Market on Oct 23, 2025
お知らせ • Sep 09Nextracker Inc. (NasdaqGS:NXT) acquired Origami Solar, Inc.Nextracker Inc. (NasdaqGS:NXT) acquired Origami Solar, Inc. for $53 million on September 8, 2025. Nextracker Inc. (NasdaqGS:NXT) completed the acquisition of Origami Solar, Inc. on September 8, 2025.
お知らせ • Sep 05Nextracker Inc. Introduces NX PowerMerge, a Transformative Electrical Balance of Systems (eBOS) Trunk ConnectorNextracker announced the launch of its proprietary NX PowerMerge trunk connector, a next generation DC power component designed to streamline electrical balance of systems (eBOS) installation and boost long-term reliability. With NX PowerMerge, Nextracker has reimagined DC architectures to deliver a field flexible, cost efficient, and reliable solution to aggregate DC power collection to meet the needs of engineering procurement and construction (EPC) providers and owners. This innovative solution marks the first product introduction to the Nextracker eBOS portfolio since its acquisition of Bentek earlier this year and reinforces its commitment to delivering high performance solar plant solutions at scale. Compared to traditional trunk systems, NX PowerMerge provides field flexibility with fewer connections and a simplified installation process, establishing a more secure, stable power distribution path across the tracker array. Built for compatibility with all solar trackers and fixed systems, NX PowerMerge accelerates installation and commissioning, and enhances long-term reliability and energy production yield. NX PowerMerge is available for purchase now with deliveries beginning in spring 2026 with a manufactured in the U.S.A. option. Developed to meet the demands of today's high-voltage, high-density solar arrays, Nextracker's NX PowerMerge trunk connector delivers a robust, 2kV-ready solution for PV string-to-trunk bus connections. With 400A+ capacity, support for up to eight tap wires (6-8 AWG), and compatibility with trunk conductors up to 1000 kcmil, NX PowerMerge enables developers to reduce the number of connection points, simplify inverter block layouts, and streamline project designs. NX PowerMerge trunk connector key features include: Field adaptable installation that aligns flexibly with diverse solar field layouts and site conditions; Expanded contact surface area, lowering electrical resistance and enhancing connection stability; Maintenance-free operation that reduces long-term O&M and enhances energy production. As labor costs rise and skilled field resources tighten, NX PowerMerge helps EPCs to accelerate timelines through simplified installation and standardized, scalable architecture designed for long-term field performance. This solution also supports the industry's shift toward more centralized testing, standardization, and greater visibility for operators with fewer units to monitor in the field.
ナラティブの更新 • Aug 19Global R&D Expansion And Strong Solar Demand Will Strengthen Position, But Profit Margins May DeclineNextracker’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.
Price Target Changed • Aug 18Price target increased by 7.2% to US$70.68Up from US$65.94, the current price target is an average from 25 analysts. New target price is approximately in line with last closing price of US$67.70. Stock is up 68% over the past year. The company is forecast to post earnings per share of US$3.56 for next year compared to US$3.55 last year.
Valuation Update With 7 Day Price Move • Aug 18Investor sentiment improves as stock rises 26%After last week's 26% share price gain to US$67.70, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 12x in the Electrical industry in the US. Total returns to shareholders of 68% over the past year. Simply Wall St's valuation model estimates the intrinsic value at US$74.68 per share.
分析記事 • Aug 07Nextracker Inc. (NASDAQ:NXT) Shares Could Be 27% Below Their Intrinsic Value EstimateNasdaqGS:NXT 1 Year Share Price vs Fair Value Explore Nextracker's Fair Values from the Community and select yours Key...
Recent Insider Transactions • Aug 07Independent Chairman recently sold US$568k worth of stockOn the 5th of August, William D. Watkins sold around 10k shares on-market at roughly US$56.79 per share. This transaction amounted to 37% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was William D.'s only on-market trade for the last 12 months.
Buy Or Sell Opportunity • Jul 30Now 23% undervaluedOver the last 90 days, the stock has risen 41% to US$58.88. The fair value is estimated to be US$76.85, however this is not to be taken as a buy recommendation but rather should be used as a guide only. For the next 3 years, revenue is forecast to grow by 9.6% per annum. Earnings are also forecast to grow by 5.6% per annum over the same time period.
お知らせ • Jul 30+ 2 more updatesNextracker Inc. Raises Earnings Guidance for the Fiscal Year 2026Nextracker Inc. raised earnings guidance for the fiscal year 2026. For the period, the company expects Revenue to be in the range of $3.2 billion to $3.45 billion compared to previous guidance of $3.2 billion to $3.4 billion. The company expects GAAP Net Income to be in the range of $496 million to $543 million compared to previous guidance of $445 million to $503 million. GAAP Diluted EPS is expected to be in the range of $3.24 to $3.55 compared to previous guidance of $2.91 to $3.29.
Price Target Changed • Jul 29Price target increased by 7.5% to US$67.50Up from US$62.78, the current price target is an average from 24 analysts. New target price is approximately in line with last closing price of US$64.90. Stock is up 38% over the past year. The company is forecast to post earnings per share of US$3.24 for next year compared to US$3.55 last year.
お知らせ • Jul 11Nextracker Inc. to Report Q1, 2026 Results on Jul 29, 2025Nextracker Inc. announced that they will report Q1, 2026 results After-Market on Jul 29, 2025
Buy Or Sell Opportunity • Jul 08Now 21% undervaluedOver the last 90 days, the stock has risen 63% to US$63.94. The fair value is estimated to be US$81.22, however this is not to be taken as a buy recommendation but rather should be used as a guide only. For the next 3 years, revenue is forecast to grow by 9.4% per annum. Earnings are also forecast to grow by 6.8% per annum over the same time period.
Valuation Update With 7 Day Price Move • Jul 07Investor sentiment improves as stock rises 22%After last week's 22% share price gain to US$66.31, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 12x in the Electrical industry in the US. Total returns to shareholders of 38% over the past year. Simply Wall St's valuation model estimates the intrinsic value at US$79.27 per share.
分析記事 • Jul 03Nextracker (NASDAQ:NXT) Is Reinvesting At Lower Rates Of ReturnDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Amongst other things...
Recent Insider Transactions Derivative • Jun 26Co-Founder exercised options and sold US$1.3m worth of stockOn the 23rd of June, Daniel Shugar exercised options to acquire 22k shares at no cost and sold these for an average price of US$57.24 per share. This trade did not impact their existing holding. For the year to March 2022, Daniel's total compensation was 4% salary and 96% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since June 2024, Daniel's direct individual holding has increased from 147.09k shares to 326.54k. Company insiders have collectively sold US$24m more than they bought, via options and on-market transactions in the last 12 months.
お知らせ • Jun 26Nextracker Inc., Annual General Meeting, Aug 18, 2025Nextracker Inc., Annual General Meeting, Aug 18, 2025.
お知らせ • Jun 18Nextracker Inc. Announces Directorate ChangesNextracker Inc. increased the number of directors serving on the Board from nine to eleven and appointed Monica Karuturi and Mark Menezes to serve as directors of the Company. Ms. Karuturi will serve as a Class III director of the Company and as a member of the Compensation and People Committee of the Board (the “ Compensation Committee”), effective immediately, with a term of office expiring at the Company’s 2025 annual meeting of stockholders, and Mr. Menezes will serve as a Class I director of the Company and a member of the Nominating, Governance and Public Responsibility Committee of the Board (the “Nominating Committee ”), also effective immediately, with a term of office expiring at the Company’s 2026 annual meeting of stockholders. Appointment of Monica Karuturi: Ms. Karuturi, 46, has served as Executive Vice President and General Counsel of CenterPoint Energy, an electric and gas utility company, since January 2022. Ms. Karuturi joined CenterPoint Energy in 2024, and held several leadership positions at CenterPoint Energy prior to her current role, including Senior Vice President and General Counsel from July 2020 to January 2022 and Vice President and Deputy General Counsel from April 2019 to July 2020. Prior to joining CenterPoint Energy, Ms. Karuturi served as Counsel, Corporate Finance and Strategic Transactions at LyondellBasell Industries. Ms. Karuturi earned her B.A. from Brown University, her M.P.H. from Columbia University, and her J.D. from Georgetown University Law Center. The Board has determined that Ms. Karuturi qualifies as an independent director in accordance with the Nasdaq listing rules and otherwise meets all applicable requirements to serve on each of the Board and the Compensation Committee. Ms. Karuturi will be compensated in accordance with Nextracker’s director compensation program. As such, Ms. Karuturi is entitled to receive an annual cash retainer of $77,500 for her service as a member of Nextracker’s Board, and as a member of the Compensation Committee, and an annual equity grant of $150,000 in restricted stock units to be paid at the conclusion of each annual meeting of our stockholders (the “ Annual Equity Award ”). Ms. Karuturi will receive a pro-rated portion of the Annual Equity Award and retainer fees for her service on our Board of Directors and Compensation Committee between the date of her appointment and Nextracker’s 2025 annual meeting. The number of shares of common stock underlying the Annual Equity Award will be determined based upon the closing price of Nextracker common stock on the Nasdaq Global Select Market on the business day immediately preceding the date of grant. Appointment of Mark Menezes: Mr. Menezes, 69, has served as the President and Chief Executive Officer of the United States Energy Association (USEA) since June 2023. USEA is a non-profit energy organization founded in 1924 to foster the advancement of scientific and technological energy knowledge and the adoption of sound policies to ensure the access of affordable, reliable, clean and resilient energy both in the U.S. and internationally. Additionally,Mr. Menezes has served as an adjunct professor at Georgetown University Law School since August 2021. Mr. Menezes also founded Global Sustainable Energy Advisors LLC, a strategic advisory firm focused on energy policy and security matters, as well as innovative technologies, transactions and investments. Mr. Menezes also served as the Deputy Secretary of the United States Department of Energy from August 2020 to January 2021. Prior to serving as the Deputy Secretary, Mr. Menezes held several positions at the Department of Energy, including Under Secretary. Previously, Mr. Menezes was a partner at the law firm Hunton & Williams LLP, where he headed and managed the firm’s regulated markets and energy infrastructure practice group. Mr. Menezes earned his B.A. from Louisiana State University and his J.D. from the Louisiana State University Law Center.
Recent Insider Transactions Derivative • May 30Co-Founder exercised options and sold US$6.0m worth of stockOn the 28th of May, Daniel Shugar exercised options to acquire 109k shares at no cost and sold these for an average price of US$55.35 per share. This trade did not impact their existing holding. For the year to March 2022, Daniel's total compensation was 4% salary and 96% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since June 2024, Daniel's direct individual holding has increased from 147.09k shares to 191.27k. Company insiders have collectively sold US$24m more than they bought, via options and on-market transactions in the last 12 months.
Price Target Changed • May 15Price target increased by 11% to US$60.10Up from US$54.21, the current price target is an average from 27 analysts. New target price is approximately in line with last closing price of US$61.60. Stock is up 41% over the past year. The company is forecast to post earnings per share of US$3.26 for next year compared to US$3.55 last year.
Reported Earnings • May 15Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: EPS: US$3.55. Revenue: US$2.96b (up 18% from FY 2024). Net income: US$509.2m (up 66% from FY 2024). Profit margin: 17% (up from 12% in FY 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 3.2%. Earnings per share (EPS) also surpassed analyst estimates by 8.0%. Revenue is forecast to grow 8.8% p.a. on average during the next 3 years, compared to a 8.3% growth forecast for the Electrical industry in the US.
お知らせ • May 15+ 1 more updateNextracker Inc. (NasdaqGS:NXT) acquired Bentek Corporation for $78 million.Nextracker Inc. (NasdaqGS:NXT) acquired Bentek Corporation for $78 million on May 14, 2025. The cash consideration is $78 million including future contingent earnout consideration. Michael Gilson, Jason Bassetti, Patrick E. Sigmon, Travis Triano, Matthew J. Bacal and Mikaela Dealissia of Davis Polk & Wardwell LLP acted as legal advisor to Nextracker Inc. (NasdaqGS:NXT). Nextracker Inc. (NasdaqGS:NXT) acquired Bentek Corporation on May 14, 2025.
Valuation Update With 7 Day Price Move • May 12Investor sentiment improves as stock rises 23%After last week's 23% share price gain to US$50.63, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 10x in the Electrical industry in the US. Total returns to shareholders of 18% over the past year. Simply Wall St's valuation model estimates the intrinsic value at US$78.46 per share.
お知らせ • Apr 24Nextracker Inc. to Report Q4, 2025 Results on May 14, 2025Nextracker Inc. announced that they will report Q4, 2025 results After-Market on May 14, 2025
Seeking Alpha • Apr 18Nextracker: An Opportunity That Shines In The SunSummary 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
Recent Insider Transactions Derivative • Apr 06Co-Founder exercised options and sold US$1.2m worth of stockOn the 2nd of April, Daniel Shugar exercised options to acquire 27k shares at no cost and sold these for an average price of US$43.09 per share. This trade did not impact their existing holding. For the year to March 2022, Daniel's total compensation was 4% salary and 96% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since June 2024, Daniel has owned 147.09k shares directly. Company insiders have collectively sold US$6.5m more than they bought, via options and on-market transactions in the last 12 months.
