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NXNXT

Nextpower Inc.

$NXT·$13B·Solar·Energy
$80.04-4.1%YTD+0.8%1Y-8.6%
Price updated 7h ago·X counts updated 5d ago
NXNXT
$NXTNextpower Inc.
$80.04-4.09%98 posts1×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $NXT on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

98X posts · last 7 days
Sep 29Oct 11
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $NXT's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

Bullish sentimentAI analysisGenerated by AI from underlying data6 posts analyzed · as of 2026-09-09

Two conversations share the tag. On the equity, Canaccord Genuity flags NextDC $NXT with its share price almost unchanged over five years despite a ~10x increase in contracted capacity and 145% EPS growth — and calls FY30 profit approaching A$1B the coming inflection point. On the crypto side, $NXT holders are latching onto CFB's return. Solar rotation ($NXT the tracker) is a side story.

Read what X is saying about $NXT

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $NXT — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersSelling offAI verdict · as of 2026-10-02

Falling on heavy selling — points lower unless it turns around.

Solar-tracker leader whose Q4 FY26 revenue just turned -4.7% YoY after a four-quarter run of 20-42% growth.

Nextracker makes single-axis solar trackers for utility-scale PV plants, so its order book is tied to US large-scale solar build-out — now cresting after a step-up and facing policy uncertainty.

  • Quarterly growth: Q1 +20%, Q2 +42%, Q3 +34%, Q4 -4.7% YoY — the deceleration is a cliff print, not a drift
  • TTM: 33x earnings, 5.6x sales, 28% ROE, 32% gross margin, 20% operating margin — hardware economics, not software
  • FY27 analyst estimates $4.33B revenue, $4.68 EPS; FY28 $5.15B, $5.72 — modeling re-acceleration past this quarter
  • YTD -9.7%, trailing-12m +5.1% — multiple compressing against the growth slowdown

The thesis depends on utility-scale solar demand holding up through grid-queue backlogs and policy shifts; one negative quarter after a strong streak doesn't settle whether the cycle has rolled or just gapped.

Differs from X sentimentThe $NXT cashtag on X is split across three issuers: posts citing Canaccord bullishness on $NXT with 145% EPS growth are about NextDC on the ASX (data-center REIT), not Nextracker; a separate crypto $NXT thread discusses tokenholders and project returns. Nextracker as the solar tracker is a tertiary mention at best.

What to watch: Oct 22 Q1 FY27 earnings — whether backlog and bookings re-accelerate off the Q4 negative print or confirm a US utility-solar demand pause.

On the calendar: 2026-10-22 Q1 FY27 earnings

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Read the AI verdict on $NXT

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Leading maker of single-axis solar trackers for utility-scale PV projects, with AI-optimized tracking software improving energy yield.

Industry overviewAI analysisGenerated by AI from underlying data

Where Solar sits in its cycle right now — and what that implies for $NXT.

Solar · Energy

No material change from last week — IRA domestic manufacturing credits structurally protect US-domiciled solar producers while Chinese panel oversupply continues compressing margins for non-IRA-shielded players.

What this means for $NXT

Neutral — Leading maker of single-axis solar trackers for utility-scale PV projects, with AI-optimized tracking software improving energy yield.

Top industry ETF

$TANInvesco Solar ETF
-14.6%YTD
-12.9%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
33.3How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
19.8%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
19.7%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
2.6%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
5.6Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
28.3%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
32.4%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.0Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Jul 30, 2026$1.20$1.05+14.3%
Q1 2026May 12, 2026$1.05$0.92+13.8%
Q4 2025Jan 27, 2026$1.10$0.93+18.3%
Q3 2025Oct 23, 2025$1.19$1.06+12.3%
Next earningsWed, Oct 28·consensus EPS $1.11

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q4 FY26$880.5M-4.7%33.8%17.4%$1.01$153.6M
Q3 FY26$909.4M+33.9%31.5%19.4%$0.88$120.5M
Q2 FY26$905.3M+42.4%32.2%20.3%$0.99$171.4M
Q1 FY26$864.3M+20.0%32.1%21.7%$1.06$70.1M

Forward consensus

5-year forecast · up to 14 analysts
FYRevenueRangeEPSRangeAnalysts
FY27$4.3B$4.2B – $4.6B$4.68$4.50 – $4.9814
FY28$5.2B$4.9B – $5.5B$5.72$5.44 – $6.5114
FY29$5.9B$5.9B – $5.9B$6.91$5.54 – $8.479
FY30$6.7B$6.3B – $7.3B$7.86$7.14 – $8.714
FY31$7.4B$6.9B – $8.0B$8.96$8.14 – $9.933

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.3×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.4%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-7.3%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-25.6%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 149.1M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.8% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.945-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellSep 1Charles D BoyntonCFO4.5K sh$360KSellAug 24Julia BlundenDirector3.7K sh$311KSellAug 21Julia BlundenDirector3.7K sh$328KSellAug 19Thomas Brandi ElizabethDirector7.4K sh$677KSellAug 11Howard WengerPresident11.2K sh$1.2MSellAug 10Daniel S ShugarCEO67.6K sh$7.0MSellAug 5Julia BlundenDirector2.3K sh$223KSellJun 1Charles D BoyntonCFO4.5K sh$683KSellMay 29Miller Nicholas MarcoCOO22.4K sh$3.5MSellMay 26Daniel S ShugarCEO26.1K sh$3.5M
1–10 of 15
+ 70 other (38 others · 20 awards · 12 exempts) in window

See when $NXT insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KCharter amendmentAug 198-K — Item 5.03: Charter amendment · Item 5.07: Shareholder vote
3New insider — initial holdingsJul 203
AI summary

Wiedmann Lindsey Roon filed a Form 3 (initial statement of beneficial ownership) for Nextpower Inc. (NXT). Filer's relationship to issuer: 10%+ Owner. Form 3 must be filed within 10 days of becoming a new 10%+ owner or executive/director. This is an administrative ownership disclosure — no open-market transaction has occurred.

8-KUnregistered equity saleJun 228-K — Item 3.02: Unregistered equity sale · Item 7.01: Press release / Reg FD
AI summary

Delaware 001-41617 36-5047383 furnished a Reg FD disclosure covering: iability company, entered into a share purchase and transfer agreement (the “Share Purchase Agreement”) to purchase all of the issued and outstanding limited partnership interests in Zimmermann PV-Steel Group GmbH & Co. KG, a limited partnership organized under the laws of Germany (“Zimmerman PV-Steel”), for total consideration of up to €330 million, consisting of (i) approximately €180 million in. Delaware 001-41617 36-5047383 reported unregistered sales of equity securities: iability company, entered into a share purchase and transfer agreement (the “Share Purchase Agreement”) to purchase all of the issued and outstanding limited partnership interests in Zimmermann PV-Steel Group GmbH & Co. KG, a limited partnership organized under the laws of Germany (“Zimmerman PV-Steel”), for total consideration of up to €330 million, consisting of (i) approximately €180 million in.

3New insider — initial holdingsJun 153
AI summary

Nextracker Inc. (NXT) filed a Form 3 on June 15, 2026 reporting initial beneficial ownership for a newly appointed director, officer, or 10%+ holder. Body unavailable — excerpt contains only SEC cover-page header without the reporting person's identity or share count.

8-KUnregistered equity saleMay 288-K — Item 3.02: Unregistered equity sale · Item 7.01: Press release / Reg FD
AI summary

Nextpower Inc. entered into an equity purchase agreement on May 28, 2026 to acquire 100% of Prevalon Energy LLC from Emerald Energy Storage LLC for total consideration of up to $365 million. The deal consists of approximately $150 million in cash at closing, $50 million in Nextpower Class A common stock (priced at the 60-day VWAP through May 27, 2026 and issued one year post-close), and up to $165 million in contingent cash consideration. The stock consideration is issued under the Section 4(a)(2) private placement exemption. This is a transformative acquisition for Nextpower in the energy storage sector, with meaningful dilution from the stock component and substantial contingent earnout exposure.

8-KOfficer or director changeMay 128-K — Item 2.02: Earnings release · Item 5.02: Officer or director change
AI summary

Nextracker Inc. (NXT) filed an 8-K disclosing quarterly earnings results (Item 2.02) alongside an executive personnel change (Item 5.02). The earnings disclosure covers revenue and profitability for the solar tracker manufacturer's recent quarter. The leadership change involves a departure, appointment, or compensation update for a named executive officer. Both a financial press release and details of the executive transition are provided as exhibits.

8-KOfficer or director changeApr 298-K — Item 5.02: Officer or director change
AI summary

Nextracker Inc. (NXT) filed an 8-K on or around April 23 under Item 5.02 reporting a departure, appointment, or compensation change for a named executive officer or director. The solar tracker manufacturer disclosed the affected individual's identity, role, effective date, and any material transition or new hire terms. This filing is separate from the combined earnings and leadership filing in job 3. Full details are provided in the filing.

+ 13 other (4 13Gs · 2 proxys · 1 10-Q · 1 earnings 8-K) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Wall Street Bulls Look Optimistic About Nextpower (NXT): Should You Buy?zacks.com·17h agoNXT Energy Solutions Provides Operational Updateaccessnewswire.com·2d agoCan NXT's Raised Guidance Outweigh Rising Platform Investment Costs?zacks.com·3d agoNXT Falls 16% in 3 Months. Does the Pullback Signal Opportunity?zacks.com·3d agoIs NXT Worth Buying as Growth Broadens but Execution Risks Build?zacks.com·3d ago

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TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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