Why Solar Energy Might Become the Next Major Success in AI
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Sep 02 2025
0mins
Should l Buy NXT?
Source: NASDAQ.COM
AI and Energy Demand: The rise of artificial intelligence is creating significant energy demands from hyperscale data centers, which could consume up to 25% of the US electricity capacity by 2030, prompting a shift towards renewable energy sources, particularly solar power.
Investment Opportunities in Solar: Companies like Shoals Technologies Group, Array Technologies, and Nextracker Inc. are well-positioned to benefit from the solar boom, showing strong growth potential and favorable technical setups, making them attractive investment opportunities in the clean energy sector.
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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: 110.120
Low
76.00
Averages
105.33
High
125.00
Current: 110.120
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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Impact of Legislation: The One Big Beautiful Bill Act (OBBBA) signed last July was expected to impact the clean energy sector, particularly solar companies, as residential and commercial solar credits are set to expire, yet renewable energy stocks have thrived since the bill's enactment.
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- Technical Analysis Tool: Comparing the current stock price to the 200-day moving average can provide valuable insights for investors, aiding in market trend assessment and potential buying opportunities.
- ETF Trading Mechanism: Exchange-traded funds (ETFs) trade in 'units' rather than shares, which can be created or destroyed based on investor demand, reflecting changes in market interest for the ETF.
- Inflows and Outflows Monitoring: Weekly monitoring of changes in shares outstanding for ETFs highlights significant inflows (new units created) or outflows (old units destroyed), directly impacting the buying and selling strategies of the underlying assets held within the ETFs.
See More
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Current Trends in Energy Sector: The war in Iran has led to new winners in the oil and gas industry, with energy being the only sector projected to grow positively by 2026, despite rising crude prices highlighting the need for energy independence and diverse sources.
Clean Energy Growth: Clean energy stocks have been quietly regaining strength, with several prominent companies reaching key levels in their moving averages, indicating potential buying opportunities as they prepare for Q2.
Impact of Legislation: The One Big Beautiful Bill Act (OBBBA) signed last July was expected to impact the clean energy sector, particularly solar companies, as residential and commercial solar credits are set to expire, yet renewable energy stocks have thrived since the bill's enactment.
Investment Recommendations: Analysts suggest that solar technology advancements and the diversification of clean energy stocks are driving investor interest, with recommendations for five specific stocks that are poised for growth in the current market environment.
See More
kWh Analytics Partners with Nextpower to Launch Solar Telematics Program
- Innovative Telematics Program: kWh Analytics and Nextpower's collaboration introduces a solar telematics program utilizing NX Horizon® tracking systems with advanced stow technology, aiming to reward renewable energy assets for extreme weather mitigation efforts and enhance industry transparency in risk management.
- Enhanced Risk Modeling: The initiative significantly improves the capture and relay of project-level resilience data by integrating real-time and historical stow performance data from solar projects, which is expected to lower insurance costs and reduce investment losses.
- Evidence-Based Insights: According to the 2024 kWh Analytics Solar Risk Assessment, proactive stowing at 75 degrees could have reduced the damage probability of an actual 2022 event by 87%, highlighting the critical role of advanced tracking systems in mitigating extreme weather risks.
- Long-Term Asset Durability: As extreme weather events become more frequent, the program aims to better align insurance pricing with engineering, technology, and operational choices, thereby enhancing the long-term bankability of solar projects and promoting sustainable investments.
See More
Invesco Solar ETF Underperforms Amid Market Decline
- ETF Decline: The Invesco Solar ETF is down approximately 1.3% in Monday afternoon trading, indicating underperformance amidst market fluctuations, which could negatively impact investor confidence and lead to capital outflows.
- Weak Component Stocks: Within the ETF, shares of Solaredge Technologies fell about 7.3%, while Nextpower shares dropped approximately 4.2%, reflecting market pressures on these companies that may affect their future financing and expansion plans.
- Market Sentiment Impact: The overall market volatility has dampened investor confidence in the solar sector, potentially prompting more investors to reassess their portfolios in renewable energy.
- Uncertain Industry Outlook: The short-term performance of the solar industry may be influenced by broader market trends in the current economic environment, necessitating investors to monitor policy changes and market demand dynamics for more informed investment decisions.
See More
UK Faces Non-Linear Threat to Economic Stability
- GDP Growth Forecast Cut: Deutsche Bank has revised the UK's GDP growth forecast down to a range of 0.7% to 0.35%, a significant downgrade that reflects severe challenges to economic growth amid a global energy price shock, potentially leading to a formal recession.
- Rising Unemployment Risks: The UK saw nearly a 1 percentage point increase in unemployment last year, and with soaring energy costs dampening business investment and hiring, the environment creates a high risk of a rapid economic slide.
- Non-Linear Economic Shifts: The current economic environment makes non-linear shifts more likely, where growth declines faster than traditional models predict, particularly as ongoing conflicts create deep uncertainty for domestic firms.
- Investor Confidence Eroded: With falling investment, reduced consumer spending, and rising unemployment, investor confidence in UK-centric assets is challenged, indicating a more severe economic outlook ahead.
See More
Stocks Surge as Market Rebounds on Oil Stabilization and Trump’s De-escalation Signals
- Market Rebound: Stocks surged in the morning session, with the S&P 500 jumping over 1% as stabilizing oil prices and President Trump's signals to de-escalate military conflict in Iran eased investor concerns about prolonged conflict, thereby boosting market sentiment.
- Stock Performance: Aerospace company Woodward (NASDAQ:WWD) and electronic components firm Vishay Precision (NYSE:VPG) both rose by 3.4%, while renewable energy company Nextpower (NASDAQ:NXT) increased by 3.3%, indicating a positive market response that may present buying opportunities for investors.
- Stratasys Volatility: Stratasys (NASDAQ:SSYS) shares rose by 3.6%, despite experiencing 21 moves greater than 5% over the past year, suggesting that today's increase reflects a meaningful market reaction to Trump's news without fundamentally altering perceptions of the business.
- Long-term Performance: Stratasys is down 15.5% year-to-date, trading at $7.61 per share, which is 38.8% below its 52-week high of $12.44, indicating significant challenges for long-term investors who would see their $1,000 investment from five years ago reduced to only $293.82.
See More
XMMO Stock Performance Analysis and ETF Dynamics
- Price Fluctuation Analysis: XMMO's 52-week low is $97.50 and high is $152.42, with the last trade at $141.55, indicating price volatility near the high point which may influence investor buying decisions.
- Technical Analysis Tool: Comparing the current stock price to the 200-day moving average can provide valuable insights for investors, aiding in market trend assessment and potential buying opportunities.
- ETF Trading Mechanism: Exchange-traded funds (ETFs) trade in 'units' rather than shares, which can be created or destroyed based on investor demand, reflecting changes in market interest for the ETF.
- Inflows and Outflows Monitoring: Weekly monitoring of changes in shares outstanding for ETFs highlights significant inflows (new units created) or outflows (old units destroyed), directly impacting the buying and selling strategies of the underlying assets held within the ETFs.
See More
