Nextpower Inc.

NasdaqGS:NXT Aktierapport

Börsvärde: US$17.0b

Nextpower Förvaltning

Förvaltning kriterier kontrolleras 2/4

Nextpower VD är Dan Shugar, utsedd i Feb 2023, har en mandatperiod på 3.42 år. totala årliga ersättningen är $ 20.10M, bestående av 4.3% lön 95.7% bonusar, inklusive företagsaktier och optioner. äger direkt 0.84% av företagets aktier, värda $ 142.78M. Den genomsnittliga mandatperioden för ledningsgruppen och styrelsen är 2.2 år respektive 2.9 år.

Viktig information

Dan Shugar

Verkställande direktör

US$20.1m

Total ersättning

VD-lön i procent4.29%
Anställning som VD3.4yrs
Ägande av VD0.8%
Ledningens genomsnittliga anställningstid2.2yrs
Styrelsens genomsnittliga mandatperiod2.9yrs

Senaste uppdateringar av ledningen

Recent updates

Uppdatering av berättelse Jul 02

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

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

Nextpower: Powering On Across The Power Sector

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

NXT: Middle East Manufacturing Expansion Will Support Future Upside Potential

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

NXT: Saudi Manufacturing Expansion Will Drive Buybacks And Undervalued Upside

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

NXT: Saudi Projects And Buybacks Will Support Steady Outlook

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

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

Nextpower Inc. ( NASDAQ:NXT ) shareholders would be excited to see that the share price has had a great month, posting...
Uppdatering av berättelse Feb 02

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

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

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

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

NXT: Elevated Earnings Multiple Will Likely Outpace Moderating Profit Margins

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

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

Analysts have modestly raised their price target on Nextpower to approximately $102.54 from $101.42, citing slightly stronger expectations for revenue growth and valuation multiples that more than offset a minor compression in projected profit margins and a marginally higher discount rate. What's in the News Rebranded from Nextracker Inc.
Uppdatering av berättelse Nov 28

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

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

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

Analysts have slightly raised their price target for Nextpower from $98.65 to $99.04. This adjustment reflects updated assumptions around growth rates, discount rates, and profitability margins.
Uppdatering av berättelse Oct 31

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

Analysts have raised Nextracker's fair value price target from $78.38 to $98.65, citing minor adjustments in growth expectations and profitability forecasts. What's in the News Nextracker launched its NX Earth Truss foundation solution in Australia, supported by a grant from the Australian Renewable Energy Agency to accelerate large-scale solar deployment and simplify building on challenging terrain (Key Developments).
Uppdatering av berättelse Oct 17

Global R&D Expansion And Strong Solar Demand Will Strengthen Position, But Profit Margins May Decline

Nextracker's analyst price target has been raised from $73.08 to $78.38 per share. Analysts cite improved revenue growth and slightly higher profit margins as supporting factors for an increased valuation.
Uppdatering av berättelse Oct 03

Global R&D Expansion And Strong Solar Demand Will Strengthen Position, But Profit Margins May Decline

Analysts have raised their price target for Nextracker from $70.84 to $73.08, citing improved revenue growth and profit margin expectations as key factors supporting the upward revision. What's in the News Nextracker launched the NX PowerMerge trunk connector, a next generation DC power component.
Uppdatering av berättelse Aug 19

Global R&D Expansion And Strong Solar Demand Will Strengthen Position, But Profit Margins May Decline

Nextracker’s fair value assessment was essentially maintained, as both the future P/E and discount rate saw only marginal changes, resulting in the consensus analyst price target inching up slightly from $70.21 to $70.68. What's in the News Nextracker secured a contract to supply 1.5 GW of solar trackers and technology to Casa dos Ventos for four new utility-scale solar projects in Brazil, supporting hybrid wind-solar plant development and furthering its strong presence in Latin America.
Analysartikel Aug 07

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

NasdaqGS:NXT 1 Year Share Price vs Fair Value Explore Nextracker's Fair Values from the Community and select yours Key...
Seeking Alpha Apr 18

Nextracker: An Opportunity That Shines In The Sun

Summary Solar energy is expected to play a crucial role in the global shift from fossil fuels to renewable energy, with significant growth projected by the IEA. Nextracker is strategically positioned in key markets like the US and China, enhancing its potential to capitalize on the solar energy industry's expansion. The company's financials show strong growth, with increased revenue, gross profit, and Adjusted EBITDA, alongside a sound capital structure with low leverage. A DCF model indicates Nextracker's upside potential, making it an attractive investment, despite risks related to global economic growth and fossil fuel prices. Read the full article on Seeking Alpha

Analys av ersättningar till VD

Hur har Dan Shugar:s ersättning förändrats jämfört med Nextpower:s resultat?
DatumTotal ersättningLönFöretagets resultat
Mar 31 2026n/an/a

US$586m

Dec 31 2025n/an/a

US$592m

Sep 26 2025n/an/a

US$576m

Jun 27 2025n/an/a

US$545m

Mar 31 2025US$20mUS$863k

US$509m

Dec 31 2024n/an/a

US$558m

Sep 27 2024n/an/a

US$484m

Jun 28 2024n/an/a

US$408m

Mar 31 2024US$21mUS$850k

US$306m

Dec 31 2023n/an/a

US$102m

Sep 29 2023n/an/a

US$61m

Jun 30 2023n/an/a

US$22m

Mar 31 2023US$9mUS$461k

US$1m

Dec 31 2022n/an/a

US$6m

Sep 30 2022n/an/a

US$18m

Jul 01 2022n/an/a

US$34m

Mar 31 2022US$1mUS$415k

US$51m

Ersättning vs marknad: Dan s total kompensation ($USD 20.10M ) är över genomsnittet för företag av liknande storlek på US marknaden ($USD 14.46M ).

Ersättning vs inkomst: Ersättningen från Dan har varit i linje med företagets resultat under det senaste året.


VD OCH KONCERNCHEF

Dan Shugar (62 yo)

3.4yrs
Anställning
US$20,097,412
Kompensation

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


Ledningsgrupp

NamnPositionAnställningKompensationÄgarskap
Daniel Shugar
Co-Founder3.4yrsUS$20.10m0.84%
$ 142.8m
Howard Wenger
Director & President3.4yrsUS$10.77m0.29%
$ 48.6m
Nicholas Miller
Co-Founder & Chief Project Development Officerless than a yearUS$6.26m0.12%
$ 21.0m
Charles Boynton
Chief Financial Officer2.2yrsUS$18.74m0.24%
$ 40.5m
David Bennett
Chief Accounting Officer2.2yrsUS$2.84m0.11%
$ 18.2m
Bruce Ledesma
Chief Legal & Compliance Officer and Secretary1.5yrsUS$6.94m0.17%
$ 28.1m
Marco Garcia
Co-Founder & Chief Commercial Officerno datainga uppgifteringa uppgifter
Alex Au
Co-Founder & CTOno datainga uppgifteringa uppgifter
Mike Mehawich
Co-Founder & Chief Strategy Officerno datainga uppgifteringa uppgifter
Robert Vinje
Chief Operating Officerless than a yearinga uppgifteringa uppgifter
Sarah Lee
Head of Investor Relationsno datainga uppgifteringa uppgifter
Kristan Kirsh
Vice President of Global Marketingno datainga uppgifteringa uppgifter
2.2yrs
Genomsnittlig anställningstid
58yo
Genomsnittlig ålder

Erfaren ledning: NXT s ledningsgrupp anses vara erfaren ( 2.2 års genomsnittlig anställningstid).


Styrelseledamöter

NamnPositionAnställningKompensationÄgarskap
Daniel Shugar
Co-Founder3.4yrsUS$20.10m0.84%
$ 142.8m
Howard Wenger
Director & President2.5yrsUS$10.77m0.29%
$ 48.6m
Willy C. Shih
Independent Director3.4yrsUS$252.50k0.031%
$ 5.2m
William D. Watkins
Independent Chairman3.4yrsUS$330.00k0.0047%
$ 803.8k
Julie Blunden
Independent Director2.5yrsUS$240.00k0.0040%
$ 678.3k
Mark Menezes
Independent Director1.1yrsinga uppgifteringa uppgifter
Jeffrey Guldner
Independent Director2.1yrsUS$232.43k0.0028%
$ 469.7k
Steven Mandel
Independent Director3.4yrsinga uppgifteringa uppgifter
Monica Karuturi
Independent Director1.1yrsinga uppgifter0.00028%
$ 47.5k
Brandi Thomas
Independent Director3.3yrsUS$252.50k0.0059%
$ 1.0m
2.9yrs
Genomsnittlig anställningstid
62yo
Genomsnittlig ålder

Erfaren styrelse: NXT s styrelse anses inte vara erfaren ( 2.9 års genomsnittlig mandatperiod), vilket föreslår en ny styrelse.


Företagsanalys och finansiella data Status

UppgifterSenast uppdaterad (UTC-tid)
Analys av företag2026/07/05 16:18
Aktiekurs vid dagens slut2026/07/02 00:00
Intäkter2026/03/31
Årlig intjäning2026/03/31

Datakällor

Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.

PaketUppgifterTidsramExempel US-källa
Företagets finansiella ställning10 år
  • Resultaträkning
  • Kassaflödesanalys
  • Balansräkning
Analytikernas konsensusuppskattningar+3 år
  • Prognos för finansiella poster
  • Analytikernas prismål
Marknadspriser30 år
  • Aktiekurser
  • Utdelningar, splittar och åtgärder
Ägarskap10 år
  • Största aktieägare
  • Insiderhandel
Förvaltning10 år
  • Ledningsgrupp
  • Styrelse och verkställande direktörer
Viktiga utvecklingstendenser10 år
  • Företagsmeddelanden

* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.

Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.

Analysmodell och snöflinga

Detaljer om analysmodellen som används för att skapa denna rapport finns på vår Github-sida; vi har också guider om hur du använder våra rapporter och handledningar på Youtube.

Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.

Industri- och sektormått

Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.

Källor för analytiker

Nextpower Inc. bevakas av 36 analytiker. 15 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.

AnalytikerInstitution
Benjamin KalloBaird
Christine ChoBarclays
null nullBMO Capital Markets Equity Research