Renewable Energy Market Set for Rapid Growth
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1 day ago
0mins
Should l Buy NXT?
Source: Fool
- Market Growth Potential: According to Grand View Research, the global renewable energy market is projected to expand at a 14.7% CAGR from 2026 to 2033, reflecting the urgent demand across industries to reduce greenhouse gas emissions, thus providing lucrative return opportunities for investors.
- Nextpower Business Expansion: Nextpower, a solar infrastructure company, controls over 25% of the solar tracker market and is aggressively expanding its non-core businesses through acquisitions, with revenue and adjusted EBITDA expected to grow at CAGRs of 14% and 11% respectively by fiscal 2028, showcasing strong performance in the rapidly growing cloud and AI markets.
- Brookfield Renewable Growth Outlook: Brookfield Renewable boasts 47 GW of operating renewable capacity and a pipeline of 200 GW of projects, with revenue and adjusted EBITDA projected to grow at CAGRs of 22% and 6% respectively from 2025 to 2028, ensuring steady growth in the green energy sector.
- Investment Appeal: With enterprise values of $16.3 billion for Nextpower and $57.9 billion for Brookfield Renewable, their adjusted EBITDA multiples of 17x and 14x respectively highlight their investment attractiveness in the renewable energy market, particularly for income-oriented investors seeking stable returns.
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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: 119.130
Low
76.00
Averages
105.33
High
125.00
Current: 119.130
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.
Renewable Energy Market Set for Rapid Growth
- Market Growth Potential: According to Grand View Research, the global renewable energy market is projected to expand at a 14.7% CAGR from 2026 to 2033, reflecting the urgent demand across industries to reduce greenhouse gas emissions, thus providing lucrative return opportunities for investors.
- Nextpower Business Expansion: Nextpower, a solar infrastructure company, controls over 25% of the solar tracker market and is aggressively expanding its non-core businesses through acquisitions, with revenue and adjusted EBITDA expected to grow at CAGRs of 14% and 11% respectively by fiscal 2028, showcasing strong performance in the rapidly growing cloud and AI markets.
- Brookfield Renewable Growth Outlook: Brookfield Renewable boasts 47 GW of operating renewable capacity and a pipeline of 200 GW of projects, with revenue and adjusted EBITDA projected to grow at CAGRs of 22% and 6% respectively from 2025 to 2028, ensuring steady growth in the green energy sector.
- Investment Appeal: With enterprise values of $16.3 billion for Nextpower and $57.9 billion for Brookfield Renewable, their adjusted EBITDA multiples of 17x and 14x respectively highlight their investment attractiveness in the renewable energy market, particularly for income-oriented investors seeking stable returns.
See More
Nextpower and Brookfield Renewable Energy Prospects
- Market Growth Potential: According to Grand View Research, the global renewable energy market is expected to expand at a 14.7% CAGR from 2026 to 2033, highlighting the urgent need to reduce greenhouse gas emissions and providing significant market opportunities for companies like Nextpower and Brookfield Renewable.
- Nextpower's Business Expansion: As a solar infrastructure company, Nextpower controls over 25% of the solar tracker market and is aggressively expanding its non-core businesses through acquisitions, with revenue and adjusted EBITDA projected to grow at CAGRs of 14% and 11% respectively by 2028, showcasing its strong performance in the rapidly growing cloud and AI markets.
- Brookfield Renewable's Diversification Strategy: Brookfield Renewable had 47 GW of operating renewable capacity by the end of 2025 and 200 GW of projects in its pipeline, with revenue and adjusted EBITDA expected to grow at CAGRs of 22% and 6% respectively by 2028, ensuring steady growth in the renewable energy sector.
- Investment Appeal: With an enterprise value of $16.3 billion, Nextpower trades at 17 times adjusted EBITDA, making it an attractive long-term investment in the rapidly expanding solar market, while Brookfield Renewable offers a forward yield of 3.9% at 14 times adjusted EBITDA, appealing to income-oriented investors seeking stable returns.
See More
Analysis of IWM ETF's 52-Week Highs and Lows
- 52-Week Price Range: The IWM ETF has a 52-week low of $184.55 and a high of $279.73, with the latest trade at $279.71, indicating stability near its high point, which may attract investor interest in price fluctuations.
- Technical Analysis Tool: Comparing the latest share price to the 200-day moving average can provide valuable insights for investors, helping them assess market trends and potential buy or sell opportunities.
- ETF Unit Trading Mechanism: Exchange-traded funds (ETFs) trade similarly to stocks, where investors are buying and selling 'units' that can be created or destroyed based on investor demand, impacting the ETF's liquidity and market performance.
- Inflows and Outflows Monitoring: Weekly monitoring of changes in ETF shares outstanding focuses on those experiencing notable inflows (new units created) or outflows (old units destroyed), as these liquidity changes can significantly affect the performance of the underlying stocks held within the ETFs.
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NEXTDC to Raise A$1.5 Billion to Accelerate Data Center Rollout
- Capital Raising Initiative: NEXTDC announced plans to raise A$1.5 billion (approximately $1.07 billion) to accelerate the rollout of its S4 Sydney data center, aligning with initial delivery timelines and demonstrating strong confidence in future growth prospects.
- Shareholder Entitlement Offer: The entitlement offer allows existing shareholders to acquire new shares at A$12.70 each, at a ratio of roughly one new share for every 5.4 shares owned, aimed at enhancing shareholder engagement and supporting the company's expansion efforts.
- Surge in Contracted Utilization: As of March 31, NEXTDC's pro forma contracted utilization surged by approximately 60% to 667 megawatts, reflecting strong customer demand for data center services and further solidifying the company's market position.
- Increased Capital Expenditure: NEXTDC raised its fiscal 2026 capital expenditure by A$300 million to a range of A$2.7 billion to A$3 billion, aimed at accelerating inventory build-out and equipment procurement for the S4 facility, indicating a proactive investment strategy for future growth.
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Understanding Investment Terms: Volume 8
- Retirement Smile: The retirement smile describes the spending pattern of retirees, which starts high, dips in the middle years, and rises again due to increased healthcare costs, significantly impacting financial planning strategies.
- Depreciation Concept: Depreciation is the accounting process of spreading the cost of long-lived assets over their useful life, affecting reported profitability, especially in capital-intensive industries like AI data centers.
- Dollar-Cost Averaging: Dollar-cost averaging involves regularly purchasing stocks or index funds at different price points, helping investors maintain a consistent investment rhythm amidst market volatility, making it suitable for long-term investing.
- Risk Tolerance: Risk tolerance refers to an investor's comfort with market volatility and potential losses, often revealed during market downturns, and requires self-reflection to fully understand.
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Understanding Investment Terms: Volume 8
- Investment Terms Introduction: In Volume 8 of Rule Breaker Investing, David Gardner discusses six important investment terms with Motley Fool analysts, aiming to enhance investors' understanding of market dynamics and improve decision-making.
- Retirement Smile Curve: Amanda Kish introduces the retirement smile curve, emphasizing the U-shaped spending pattern in retirement, where initial spending is high, decreases in mid-retirement, and rises again due to healthcare costs, reminding investors to plan retirement funds wisely.
- Depreciation Concept: Nick Sciple explains the accounting treatment of depreciation and its impact on corporate profitability, stressing that investors should focus on cash flow rather than solely relying on the income statement for a more accurate assessment of a company's financial health.
- Risk Tolerance: Alicia Alfiere explores the complexity of risk tolerance, highlighting the need for investors to engage in self-reflection during market volatility to better understand their investment psychology and decision-making processes.
See More
Renewable Energy Market Set for Rapid Growth
- Market Growth Potential: According to Grand View Research, the global renewable energy market is projected to expand at a 14.7% CAGR from 2026 to 2033, reflecting the urgent demand across industries to reduce greenhouse gas emissions, thus providing lucrative return opportunities for investors.
- Nextpower Business Expansion: Nextpower, a solar infrastructure company, controls over 25% of the solar tracker market and is aggressively expanding its non-core businesses through acquisitions, with revenue and adjusted EBITDA expected to grow at CAGRs of 14% and 11% respectively by fiscal 2028, showcasing strong performance in the rapidly growing cloud and AI markets.
- Brookfield Renewable Growth Outlook: Brookfield Renewable boasts 47 GW of operating renewable capacity and a pipeline of 200 GW of projects, with revenue and adjusted EBITDA projected to grow at CAGRs of 22% and 6% respectively from 2025 to 2028, ensuring steady growth in the green energy sector.
- Investment Appeal: With enterprise values of $16.3 billion for Nextpower and $57.9 billion for Brookfield Renewable, their adjusted EBITDA multiples of 17x and 14x respectively highlight their investment attractiveness in the renewable energy market, particularly for income-oriented investors seeking stable returns.
See More
Nextpower and Brookfield Renewable Energy Prospects
- Market Growth Potential: According to Grand View Research, the global renewable energy market is expected to expand at a 14.7% CAGR from 2026 to 2033, highlighting the urgent need to reduce greenhouse gas emissions and providing significant market opportunities for companies like Nextpower and Brookfield Renewable.
- Nextpower's Business Expansion: As a solar infrastructure company, Nextpower controls over 25% of the solar tracker market and is aggressively expanding its non-core businesses through acquisitions, with revenue and adjusted EBITDA projected to grow at CAGRs of 14% and 11% respectively by 2028, showcasing its strong performance in the rapidly growing cloud and AI markets.
- Brookfield Renewable's Diversification Strategy: Brookfield Renewable had 47 GW of operating renewable capacity by the end of 2025 and 200 GW of projects in its pipeline, with revenue and adjusted EBITDA expected to grow at CAGRs of 22% and 6% respectively by 2028, ensuring steady growth in the renewable energy sector.
- Investment Appeal: With an enterprise value of $16.3 billion, Nextpower trades at 17 times adjusted EBITDA, making it an attractive long-term investment in the rapidly expanding solar market, while Brookfield Renewable offers a forward yield of 3.9% at 14 times adjusted EBITDA, appealing to income-oriented investors seeking stable returns.
See More
Analysis of IWM ETF's 52-Week Highs and Lows
- 52-Week Price Range: The IWM ETF has a 52-week low of $184.55 and a high of $279.73, with the latest trade at $279.71, indicating stability near its high point, which may attract investor interest in price fluctuations.
- Technical Analysis Tool: Comparing the latest share price to the 200-day moving average can provide valuable insights for investors, helping them assess market trends and potential buy or sell opportunities.
- ETF Unit Trading Mechanism: Exchange-traded funds (ETFs) trade similarly to stocks, where investors are buying and selling 'units' that can be created or destroyed based on investor demand, impacting the ETF's liquidity and market performance.
- Inflows and Outflows Monitoring: Weekly monitoring of changes in ETF shares outstanding focuses on those experiencing notable inflows (new units created) or outflows (old units destroyed), as these liquidity changes can significantly affect the performance of the underlying stocks held within the ETFs.
See More
NEXTDC to Raise A$1.5 Billion to Accelerate Data Center Rollout
- Capital Raising Initiative: NEXTDC announced plans to raise A$1.5 billion (approximately $1.07 billion) to accelerate the rollout of its S4 Sydney data center, aligning with initial delivery timelines and demonstrating strong confidence in future growth prospects.
- Shareholder Entitlement Offer: The entitlement offer allows existing shareholders to acquire new shares at A$12.70 each, at a ratio of roughly one new share for every 5.4 shares owned, aimed at enhancing shareholder engagement and supporting the company's expansion efforts.
- Surge in Contracted Utilization: As of March 31, NEXTDC's pro forma contracted utilization surged by approximately 60% to 667 megawatts, reflecting strong customer demand for data center services and further solidifying the company's market position.
- Increased Capital Expenditure: NEXTDC raised its fiscal 2026 capital expenditure by A$300 million to a range of A$2.7 billion to A$3 billion, aimed at accelerating inventory build-out and equipment procurement for the S4 facility, indicating a proactive investment strategy for future growth.
See More
Understanding Investment Terms: Volume 8
- Retirement Smile: The retirement smile describes the spending pattern of retirees, which starts high, dips in the middle years, and rises again due to increased healthcare costs, significantly impacting financial planning strategies.
- Depreciation Concept: Depreciation is the accounting process of spreading the cost of long-lived assets over their useful life, affecting reported profitability, especially in capital-intensive industries like AI data centers.
- Dollar-Cost Averaging: Dollar-cost averaging involves regularly purchasing stocks or index funds at different price points, helping investors maintain a consistent investment rhythm amidst market volatility, making it suitable for long-term investing.
- Risk Tolerance: Risk tolerance refers to an investor's comfort with market volatility and potential losses, often revealed during market downturns, and requires self-reflection to fully understand.
See More
Understanding Investment Terms: Volume 8
- Investment Terms Introduction: In Volume 8 of Rule Breaker Investing, David Gardner discusses six important investment terms with Motley Fool analysts, aiming to enhance investors' understanding of market dynamics and improve decision-making.
- Retirement Smile Curve: Amanda Kish introduces the retirement smile curve, emphasizing the U-shaped spending pattern in retirement, where initial spending is high, decreases in mid-retirement, and rises again due to healthcare costs, reminding investors to plan retirement funds wisely.
- Depreciation Concept: Nick Sciple explains the accounting treatment of depreciation and its impact on corporate profitability, stressing that investors should focus on cash flow rather than solely relying on the income statement for a more accurate assessment of a company's financial health.
- Risk Tolerance: Alicia Alfiere explores the complexity of risk tolerance, highlighting the need for investors to engage in self-reflection during market volatility to better understand their investment psychology and decision-making processes.
See More
