Nextracker Inc. (NXT)
NEUTRALFondamentale
68
Prezzo
$84.47
Capitalizzazione
$13.08B
Parte 1 · Quanto vale l'azienda
Panoramica
Nextpower Inc. provides solar and energy technology solutions for utility-scale power plants in the United States and internationally. It offers tracking solutions, including NX Horizon, a solar tracking solution; NX Horizon-XTR, a terrain-following tracker to expand the addressable market for trackers on sites with sloped, uneven, and challenging terrain; NX Horizon Hail Pro adds automatic stowing using weather service information; and NX Horizon Low Carbon, a solar tracker solution with a reduced carbon footprint. The company also provides TrueCapture, an energy yield management system that addresses power production shortfalls; NX Anchor and NX Earth Truss, a solar foundation technology to facilitate solar project development in challenging soil conditions; Truss Driver, an advanced installation equipment; and NX Navigator, which assists solar power plant owners and operators in monitoring, controlling, and protecting their solar projects. It serves engineering, procurement, and construction firms, as well as solar project developers and owners. The company was formerly known as Nextracker Inc. and changed its name to Nextpower Inc. in November 2025. The company was founded in 2013 and is headquartered in Fremont, California.
Per questa società non c'è ancora una scheda redazionale
Concorrenti diretti
Con chi questa società si contende gli stessi clienti
Per questa società non c'è ancora una scheda redazionale
Per questa società non c'è ancora un elenco di concorrenti.
Stato Patrimoniale e Liquidità
Ricavi
$3.63B
Ultimi 12 mesi (al 03/07/2026)
Utile Netto
$594M
Ultimi 12 mesi (al 03/07/2026)
Free Cash Flow
$514M
Patrimonio Netto Totale
$2.33B
Passività Totali
$1.74B
Rapporto di Liquidità
2.69
Copertura Interessi
-
Debito/EBITDA
0.05
Utile per Azione
Ricavi e Utile Netto
Free Cash Flow
Scomposizione Ricavi
Prospetto storico
Margini nel tempo
Il debito nel tempo
Quanto pesa il debito
Griglia della crescita
Crescita — Ricavi
Stima del Fair Value
Fair Value
$83.43
Prezzo Attuale
$84.47
Margine di Sicurezza
-1.2%
Range Fair Value
$54.23 - $112.63
Metodi di Stima
Metriche di Valutazione
Rapporto P/E
21.89
ROE
25.1%
Rapporto P/B
4.52
P/FCF
21.08
Margine Lordo
33.4%
ROIC
17.7%
Radar Redditività
Creazione di Valore (Vantaggio Competitivo)
ROIC
17.7%
WACC
15.5%
ROIC − WACC
+2.2 pp
Il ROIC supera il costo del capitale: l'azienda sta creando valore per gli azionisti.
Criteri di Analisi Fondamentale
Superati (18)
- EPS shows upward trend
- EPS CAGR 476.90%
- Price CAGR 22.52%
- ROIC 17.7%
- Gross Margin 33.4%
- P/FCF 21.08
- Debt/Equity ratio
- Operating Margin 19.3%
- Positive Free Cash Flow
- CapEx intensity
- Current Ratio
- Debt/EBITDA
- Return on Tangible Assets
- ROE 26.3%
- Revenue Growth 5Y 24.4%
- Analyst Consensus 85% Buy
- Earnings Surprise avg 15.0%
- Earnings Quality (OCF/NI) 1.01
Non superati (8)
- P/B Ratio 4.52
- Low reliance on intangibles
- Price below Graham Number
- DCF valuation (Overvalued)
- PEG Ratio 5.08
- Share Dilution 4.0%
- Net Margin Trend 16.4% vs 17.5%
- Piotroski F-Score 4/9
Non disponibili (2)
- Dividend Payout NaN%
- Interest Coverage
Piotroski F-Score
Segnali misti: alcune aree necessitano attenzione
Qualità degli Utili
Alta qualità: utili supportati da cash
Diluizione Azionaria
Emissione nuove azioni, diluizione proprietà
Governance
Team Dirigenziale
| Nome | Ruolo | Età |
|---|---|---|
| Mr. Daniel S. Shugar | Co-Founder, CEO & Director | 61 |
| Mr. Howard J. Wenger | Director & President | 65 |
| Mr. Nicholas Miller | Co-Founder & Chief Project Development Officer | 56 |
| Mr. Charles D. Boynton | Chief Financial Officer | 57 |
| Mr. Marco Garcia | Co-Founder & Chief Commercial Officer | - |
| Mr. Alex Au | Co-Founder & CTO | - |
| Mr. Mike Mehawich | Co-Founder & Chief Strategy Officer | - |
| Mr. Robert Vinje | Chief Operating Officer | 55 |
| Mr. David P. Bennett | Chief Accounting Officer | 55 |
| Ms. Sarah Lee | Head of Investor Relations | - |
Rischio Audit
7
Rischio CdA
5
Rischio Compensi
3
Rischio Diritti Azionisti
8
Parte 2 · Il prezzo e il momento d'ingresso
Questa parte non serve a capire se l'azienda vale: serve a scegliere quando comprarla, dopo che i fondamentali ti hanno convinto. Dentro: analisi tecnica, potenziale, drawdown storici, esposizione gamma.
Ultime Notizie
Ultime notizie per NXT, da Markets Gazette.
- 5/13/2026POSITIVEWhy Nextpower Shares Are Trading Higher By Over 12%; Here Are 20 Stocks Moving Premarket
Nextpower Inc. (NXT) experienced a significant pre-market surge, trading up over 12%. This upward momentum is attributed to the company's robust fourth-quarter financial performance, which exceeded expectations. Furthermore, Nextpower Inc. has revised its sales guidance upwards, signaling strong future growth prospects. The announcement of a strategic acquisition also contributes to the positive sentiment, indicating expansion and potential market share gains. Investors are likely reacting to the combination of solid current results and promising future outlook, making NXT an attractive prospect.
- 5/12/2026NEUTRALNEXTracker Q4 2026 Earnings Call: Complete Transcript
NEXTracker Inc. has released its Q4 2026 Earnings Call transcript. While the transcript provides a detailed account of the company's financial performance and strategic outlook, it does not contain specific forward-looking guidance or new material announcements that would directly impact its stock price in the short term. Investors should review the transcript for qualitative insights into management's strategy, operational efficiency, and market positioning, but the information itself is primarily historical and informational.
via Markets Gazette