Nextpower Surges 13.5% After Strong Q3 Earnings and Upgraded Guidance
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 28 2026
0mins
Should l Buy NXT?
Source: seekingalpha
- Strong Performance: Nextpower reported better-than-expected Q3 adjusted earnings and revenues, with gross profit rising 20% year-over-year to $288 million and operating income increasing 17% to $176 million, reflecting robust market demand and a record backlog.
- Guidance Upgrade: The company raised its FY 2026 adjusted EPS guidance to $4.26-$4.36 and revenue expectations to $3.43B-$3.5B, both exceeding market consensus, indicating strong confidence in future growth.
- Joint Venture Potential: Nextpower's joint venture, Nextpower Arabia, secured a 2.25 GW order for solar tracking systems, showcasing the company's expansion potential in the MENA region, with CEO Dan Shugar expressing optimism about this development.
- Analyst Rating Upgrade: KeyBanc upgraded Nextpower to Overweight with a $142 price target, highlighting the company's ability to maintain competitiveness in the solar value chain and its debt-free balance sheet, which provides flexibility for opportunistic share buybacks.
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Analyst Views on NXT
Wall Street analysts forecast NXT stock price to fall
20 Analyst Rating
15 Buy
5 Hold
0 Sell
Strong Buy
Current: 114.240
Low
76.00
Averages
105.33
High
125.00
Current: 114.240
Low
76.00
Averages
105.33
High
125.00
About NXT
Nextpower Inc., formerly Nextracker Inc., designs, engineers, and delivers an advanced energy technology platform for solar power plants. Its integrated solutions are designed to streamline project execution, increase energy yield and long-term reliability. The Company's products and services include trackers, foundations, eBOS, software, controls, and module mounting. Its services include design, deploy, and operate. Its design services include site evaluations, design and engineering, and training programs. Its deploying services include efficient commissioning, fully equipped, and fast-tracked scheduling. Its operating services engaged in the monitor, manage, and mitigating risk with tools and tech.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Worker Sentiment: Despite dissatisfaction, employees are hesitant to leave their positions due to economic uncertainty and job scarcity.
- Impact on Mental Health: The situation contributes to increased stress and anxiety among workers, affecting their overall well-being.
- Future Outlook: There is a growing concern about how long workers will remain in undesirable jobs and the potential long-term effects on the workforce.
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- Investor Confidence Boost: Jim Cramer expressed strong optimism for Nextpower Inc. (NASDAQ:NXT) during his show, calling founder Dan Shugar a 'real winner,' which indicates growing market confidence that could drive the stock price higher.
- Company Overview: Nextpower specializes in solar tracker technologies and energy management software, developing specialized hardware for challenging terrains and weather conditions while offering digital tools to monitor and enhance power production, showcasing its technological edge in the renewable energy sector.
- Market Performance Reflection: Cramer noted that he previously held the stock and sold it for a profit, reflecting on his early exit, which suggests that the market may be underestimating NXT's potential value, likely attracting more investor interest.
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See More
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- Order Flow Analysis Tool: The real-time order flow analytics tool analyzes buying and selling trends from both retail and institutional traders, providing deeper insights into price behavior and market sentiment, thereby aiding traders in making more informed decisions.
- NXT Price Performance: At the time of the signal, NXT was priced at $113.44, and subsequently reached an intraday high of $120.89 at 2:45 PM EST, reflecting a 6.56% increase and indicating positive market sentiment towards the stock.
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See More
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- Strong Backlog: The company currently has a backlog of $5 billion, and with a run rate of approximately $1 billion in revenue per quarter, Nextpower has ample work lined up for over a year, ensuring stable cash flow and business expansion potential.
- Market Leadership: Nextpower's solar tracking technology has maintained market leadership for 10 consecutive years, and leveraging this advantage, the company is expanding its product portfolio through acquisitions into structural and electrical components, further solidifying its market share.
- Clean Energy Transition Opportunity: With increasing global demand for clean energy, particularly from data centers serving the AI market, Nextpower's growth outlook is optimistic, although management must focus on the successful integration of new business strategies to ensure overall success.
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