Nextpower Inc.

NasdaqGS:NXT Stok Raporu

Piyasa değeri: US$13.1b

Nextpower Yönetim

Yönetim kriter kontrolleri 2/4

Nextpower CEO'su Dan Shugar, Feb2023 tarihinde atandı, in görev süresi 3.5 yıldır. in toplam yıllık tazminatı $ 22.20M olup, şirket hissesi ve opsiyonları dahil olmak üzere 3.9% maaş ve 96.1% ikramiyelerden oluşmaktadır. şirketin hisselerinin 0.79% ine doğrudan sahiptir ve bu hisseler $ 103.22M değerindedir. Yönetim ekibinin ve yönetim kurulunun ortalama görev süresi sırasıyla 2.3 yıl ve 3 yıldır.

Anahtar bilgiler

Dan Shugar

İcra Kurulu Başkanı

US$22.2m

Toplam tazminat

CEO maaş yüzdesi3.89%
CEO görev süresi3.5yrs
CEO sahipliği0.8%
Yönetim ortalama görev süresi2.3yrs
Yönetim Kurulu ortalama görev süresi3yrs

Son yönetim güncellemeleri

Recent updates

Anlatı Güncellemesi Aug 15

NXT: Raised Guidance And Buybacks Will Support Future Upside Potential

Analysts have reduced their price target on Nextpower from $182 to $175, reflecting updated assumptions that include higher projected revenue growth, slightly lower expected profit margins, and a reduced future P/E multiple. What’s in the News for Nextpower Nextpower missed Wall Street revenue expectations in Q2 CY2026 on sales of US$935.2 million, recorded year on year sales growth of 8.2%, raised full year revenue and adjusted EPS guidance, reported a slight decline in operating margin, and reported an improvement in free cash flow margin.
Anlatı Güncellemesi Jul 31

NXT: Storage And European Expansion Will Sustain Elevated P/E Premium

Nextpower's analyst price target has been adjusted from about $105.05 to roughly $101.61. Analysts point to updated assumptions for discount rate, revenue growth, profit margin and future P/E as key drivers of the change.
Seeking Alpha Jul 31

Nextpower: Correctly Estimating The Impact Of Risk

Summary NextPower remains a HOLD due to heavy reliance on subsidies and significant SBC distorting true profitability, despite strong revenue growth and a robust backlog. NXT's headline earnings are materially inflated by $100M+ in subsidies and $100M+ in annual SBC, reducing true EPS and raising effective P/E multiples. Growth is decelerating sharply, with revenue growth projected to fall below 5% by 2026 and limited organic expansion outside the U.S. due to subsidy dependence. I assign a fair value target of $81/share, reflecting muted upside and risk/reward that does not meet my 15% annualized hurdle. Read the full article on Seeking Alpha
Anlatı Güncellemesi 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).
Anlatı Güncellemesi 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.
Analiz Makalesi 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...
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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).
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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).
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Analiz Makalesi 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...
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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).
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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).
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.

CEO Tazminat Analizi

Dan Shugar'un ücretlendirmesi Nextpower'un kazancına kıyasla nasıl değişti?
TarihToplam TazminatMaaşŞirket Kazançları
Jul 03 2026n/an/a

US$594m

Mar 31 2026US$22mUS$863k

US$586m

Dec 31 2025n/an/a

US$592m

Sep 26 2025n/an/a

US$576m

Jun 27 2025n/an/a

US$545m

Mar 31 2025US$20mUS$863k

US$509m

Dec 31 2024n/an/a

US$558m

Sep 27 2024n/an/a

US$484m

Jun 28 2024n/an/a

US$408m

Mar 31 2024US$21mUS$850k

US$306m

Dec 31 2023n/an/a

US$102m

Sep 29 2023n/an/a

US$61m

Jun 30 2023n/an/a

US$22m

Mar 31 2023US$9mUS$461k

US$1m

Dec 31 2022n/an/a

US$6m

Sep 30 2022n/an/a

US$18m

Jul 01 2022n/an/a

US$34m

Mar 31 2022US$1mUS$415k

US$51m

Tazminat ve Piyasa: Dan 'nin toplam tazminatı ($USD 22.20M ), US pazarındaki benzer büyüklükteki şirketler için ortalamanın üzerindedir ($USD 14.46M ).

Tazminat ve Kazançlar: Dan 'in tazminatı, şirketin son bir yıldaki performansıyla tutarlıydı.


CEO

Dan Shugar (62 yo)

3.5yrs
Görev süresi
US$22,204,244
Tazminat

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...


Liderlik Ekibi

İsimPozisyonGörev süresiTazminatSahiplik
Daniel Shugar
Co-Founder3.5yrsUS$22.20m0.79%
$ 103.2m
Howard Wenger
Director & President3.5yrsUS$11.18m0.28%
$ 36.2m
Nicholas Miller
Co-Founder & Chief Project Development Officerless than a yearUS$7.28m0.014%
$ 1.8m
Charles Boynton
Chief Financial Officer2.3yrsUS$9.94m0.037%
$ 4.9m
Marco Garcia
Co-Founder & Chief Commercial Officerno dataVeri yokVeri yok
Alex Au
Co-Founder & CTOno dataVeri yokVeri yok
Mike Mehawich
Co-Founder & Chief Strategy Officerno dataVeri yokVeri yok
Robert Vinje
Chief Operating Officerless than a yearVeri yokVeri yok
David Bennett
Chief Accounting Officer2.3yrsUS$2.84m0.11%
$ 13.9m
Sarah Lee
Head of Investor Relationsno dataVeri yokVeri yok
Lindsey Roon Wiedmann
Chief Legal & Compliance Officerless than a yearVeri yokVeri yok
Kristan Kirsh
Vice President of Global Marketingno dataVeri yokVeri yok
2.3yrs
Ortalama Görev Süresi
57yo
Ortalama Yaş

Deneyimli Yönetim: NXT 'un yönetim ekibi deneyimli olarak değerlendirilmektedir (ortalama görev süresi 2.3 yıldır).


Yönetim Kurulu Üyeleri

İsimPozisyonGörev süresiTazminatSahiplik
Daniel Shugar
Co-Founder3.5yrsUS$22.20m0.79%
$ 103.2m
Howard Wenger
Director & President2.6yrsUS$11.18m0.28%
$ 36.2m
Willy C. Shih
Independent Director3.5yrsUS$350.63k0.030%
$ 4.0m
William D. Watkins
Independent Chairman3.5yrsUS$465.63k0.0047%
$ 614.6k
Julie Blunden
Independent Director2.6yrsUS$343.75k0.0024%
$ 320.4k
Mark Menezes
Independent Director1.2yrsUS$335.62k0.00028%
$ 36.6k
Jeffrey Guldner
Independent Director2.2yrsUS$325.63k0.0027%
$ 359.6k
Steven Mandel
Independent Director3.5yrsVeri yokVeri yok
Monica Karuturi
Independent Director1.2yrsUS$337.71k0.00028%
$ 36.6k
Brandi Thomas
Independent Director3.3yrsUS$361.88k0.0059%
$ 766.3k
3.0yrs
Ortalama Görev Süresi
62yo
Ortalama Yaş

Deneyimli Yönetim Kurulu: NXT 'nin yönetim kurulu üyeleri deneyimli olarak kabul edilmiyor ( 3 yıllık ortalama görev süresi), bu da yeni bir yönetim kurulu olduğunu gösteriyor.


Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/08/23 23:14
Gün Sonu Hisse Fiyatı2026/08/21 00:00
Kazançlar2026/07/03
Yıllık Kazançlar2026/03/31

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına Github sayfamızdan ulaşabilirsiniz; ayrıca raporlarımızı nasıl kullanacağınıza dair kılavuzlarımız ve YouTube’da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

Nextpower Inc. 37 Bu analistlerden 24, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
Benjamin KalloBaird
Christine ChoBarclays
null nullBMO Capital Markets Equity Research