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NXNXT

Nextpower Inc.

$NXT·$16B·Solar·Technology
$82.85-3.0%YTD+11.8%1Y+25.4%
Mentions · last 7 days
2026-08-21: 8 posts2026-08-22: 4 posts52+8%
Price updated 6m ago·X counts updated 9d ago
NXNXT
$NXTNextpower Inc.
$82.85-3.03%52 posts+8%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $NXT, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersWinding up for a moveAI verdict · as of 2026-08-25

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Solar tracker leader with $5.5B backlog and four straight double-digit EPS beats — quiet at 12% YTD while insider selling clusters this month.

Nextpower (Nextracker) is the leading provider of solar trackers — systems that let panels follow the sun. It sits at the base of the utility-scale solar buildout with a $5.5B backlog. The stock is up 25% over the trailing year but 12% year-to-date, and is 20% below its 50-day moving average.

  • Four consecutive EPS beats: Q4 FY26 +14%, Q3 FY26 +14%, Q2 FY26 +18%, Q1 FY26 +12% — consistent operational execution
  • Sequential revenue holding at $900M/quarter: Q1 26 $864M, Q2 26 $905M, Q3 26 $909M, Q4 26 $881M — stability at scale
  • On August 20 the company announced US Patent 12,712,292 for NX PowerMerge Solar Trunk Bus technology plus a BUILD Renewables award pushing PowerMerge backlog above 2 GW — IP moat and commercial expansion
  • Analyst FY27 revenue estimate is $4.26B on $4.64 EPS growing to $5.01B / $5.72 EPS in FY28 — the stock at $84.72 is 18.3x forward, reasonable for a growth business at this scale
  • Return on invested capital is 19.8% and return on equity 28% — quality numbers; free cash flow yield is 2.6% as capex reinvestment absorbs cash
  • Insider signal is negative but small: Director Julia Blunden sold ~7,400 shares at $84-88 (~$640K); Director Brandi Thomas sold 7,415 at $91.25 (~$677K) — small dollar sizes, coordinated timing
  • A new 10%+ beneficial owner (Wiedmann Lindsey Roon) filed a Form 3 on July 20 — material institutional accumulation

Beta is null in the data — historically Nextpower trades cyclically with the solar-power cycle.

Agrees with X sentimentX is bullish on the patent grant, 2 GW backlog expansion, and risk/reward setup lists. Fair on the fundamentals; the multiple insider sales this week are a moderate near-term counterweight.

What to watch: The Q1 FY27 print on October 22 needs revenue holding above $900M with backlog conversion visible in earnings — that's what confirms the coiling resolves upward vs stalls.

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

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment5 posts analyzed · as of 2026-08-27

$NXT chatter blends Nextracker (equity) and NEXST crypto. Nextracker bulls celebrate NXT receiving US Patent 12,712,292 for NX PowerMerge and a new BUILD Renewables award lifting product backlog above 2GW (single trunk-cable connection point + universal connector body compatible with different trunks), and NXT among 8 interesting risk/reward setups under $90 (with VST/APP/GEV/FPS/IREN/FTAI/ORCL). NEXST crypto bulls hype a Hyperliquid listing getting closer with a major NXT buyback, new AI app, new AI platform, and massive new NXT utility. Skepticism is essentially absent; the modal stance is 'compressed multiples + key technical + patent moat = interesting setup'.

Read the AI verdict + X sentiment for $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)
  • X crowd read with bullish/bearish call + post volume
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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 · Technology

AI data center power demand — hyperscalers signing long-term renewable PPAs — is the new structural demand driver layering on top of grid decarbonization mandates. Permitting timelines and grid interconnection queues remain the constraint on supply-side scaling.

What this means for $NXT

Partial — software subscription economics provide some insulation from macro cycles; AI integration is the growth catalyst for this segment; Nextpower, Inc.

Top industry ETF

$TANInvesco Solar ETF
+6.0%YTD
+17.3%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 earningsThu, Oct 22·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 12 analysts
FYRevenueRangeEPSRangeAnalysts
FY27$4.3B$4.2B – $4.3B$4.64$4.51 – $4.9011
FY28$5.0B$4.9B – $5.2B$5.72$5.38 – $6.5212
FY29$5.8B$5.7B – $5.8B$6.89$5.52 – $8.449
FY30$6.7B$6.4B – $7.1B$7.96$7.47 – $8.544
FY31$7.3B$7.0B – $7.7B$9.16$8.60 – $9.833

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.0.4×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.21%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.-16.9%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.-21.4%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 148.5M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.8% 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.β1.955-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

SellAug 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$3.5MSellMay 26Bruce LedesmaChief Legal & Compliance Ofc3.2K sh$438K
1–10 of 16
+ 71 other (38 others · 20 awards · 12 exempts · 1 gift) 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
Free, forever. No credit card.

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.

+ 14 other (5 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.

Nextpower (NXT) Registers a Bigger Fall Than the Market: Important Facts to Notezacks.com·3d agoNext bags Citi earnings upgrade as Marks and Spencer retains key buy ratingproactiveinvestors.co.uk·6d agoNextpower Awarded U.S. Patent for NX PowerMerge Solar Trunk Bus Technology, Expands NX PowerMerge Backlog to Over 2 GWgurufocus.com·11d agoNextpower Awarded U.S. Patent for NX PowerMerge Solar Trunk Bus Technology, Expands NX PowerMerge Backlog to Over 2 GWbusinesswire.com·11d agoNextpower Highlights Record Revenue, $5.5B Backlog and Clean-Energy Expansionmarketbeat.com·13d ago

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