Nextracker Inc. (NXT)
Juste valeurFondamental
66
Prix
$79.45
Capitalisation boursière
$11.97B
Partie 1 · Ce que vaut l'entreprise
Vue d'ensemble
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.
No editorial profile for this company yet
Direct competitors
Who this company fights with for the same customers
Generated on 19 septembre 2026 with claude-haiku-4-5 — shared with all users
The other large US maker of single-axis trackers for utility-scale solar farms, bidding for the same developer and EPC contracts in North America and, through its STI Norland business, in Europe and Latin America.
Privately held US tracker manufacturer that has climbed to the top of the global shipment ranking by winning utility-scale projects on price in the same US, Indian and African markets.
The largest Chinese tracker supplier, competing head-on outside the United States — especially in India, the Middle East and Saudi Arabia — for the same utility-scale mounting contracts.
Spanish tracker manufacturer, part of the Gransolar group, that supplies the same utility-scale developers in Europe, the Middle East and the Americas and ranks among the global top five by gigawatts shipped.
Smaller US competitor selling the Voyager single-axis tracker to the same utility-scale solar developers in the United States, India and the Middle East.
Spanish manufacturer now focused solely on solar trackers, competing for the same ground-mount projects in southern Europe and Latin America.
Bilan & Liquidités
Chiffre d'affaires
$3.63B
12 derniers mois (au 03/07/2026)
Résultat net
$594M
12 derniers mois (au 03/07/2026)
Flux de trésorerie libre
$514M
Capitaux propres totaux
$2.33B
Passif total
$1.74B
Ratio de liquidité général
2.69
Couverture des intérêts
-
Dette/EBITDA
0.05
Bénéfice par action
Chiffre d'affaires & Résultat net
Flux de trésorerie libre
Décomposition du résultat
État historique
Marges dans le temps
La dette dans le temps
Le poids de la dette
Grille de la croissance
Croissance — Chiffre d'affaires
Estimation de la juste valeur
Juste valeur
$79.68
Prix actuel
$79.45
Marge de sécurité
+0.3%
Fourchette de juste valeur
$51.79 - $107.57
Écart entre les méthodes de valorisation utilisées, pas un intervalle de confiance calibré statistiquement.
Méthodes d'estimation
Indicateurs de valorisation
Ratio P/E
20.14
ROE
25.1%
Ratio P/B
4.16
P/FCF
19.39
Marge brute
33.4%
ROIC
17.7%
Radar de rentabilité
Création de valeur (avantage concurrentiel)
ROIC
17.7%
WACC
15.5%
ROIC − WACC
+2.2 pp
Le ROIC dépasse le coût du capital — l'entreprise crée de la valeur pour les actionnaires.
Critères d'analyse fondamentale
Réussi (18)
- EPS shows upward trend
- EPS CAGR 476.90%
- Price CAGR 20.41%
- ROIC 17.7%
- Gross Margin 33.4%
- P/FCF 19.39
- 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
Échoué (8)
- P/B Ratio 4.16
- Low reliance on intangibles
- Price below Graham Number
- DCF valuation (Overvalued)
- PEG Ratio 3.85
- Share Dilution 4.0%
- Net Margin Trend 16.4% vs 17.5%
- Piotroski F-Score 4/9
Indisponible (2)
- Dividend Payout NaN%
- Interest Coverage
Score F de Piotroski
Signaux mixtes : certains domaines nécessitent attention
Qualité des bénéfices
Qualité élevée : bénéfices soutenus par la trésorerie
Dilution du capital
Émission de nouvelles actions, diluant la participation
Participations institutionnelles
Gouvernance
Équipe dirigeante
| Nom | Titre | Âge |
|---|---|---|
| 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 | - |
Risque d'audit
5
Risque du conseil
5
Risque de rémunération
2
Risque droits des actionnaires
8
Partie 2 · Le prix et le moment d'entrer
Cette partie ne dit pas si l'entreprise vaut la peine : elle aide à choisir quand l'acheter, une fois que les fondamentaux vous ont convaincu. À l'intérieur : analyse technique, potentiel, baisses historiques, exposition gamma.
Documents
- Voir le document
Rapport annuel (10-K)
Un aperçu annuel de l'activité, des résultats financiers et des risques de l'entreprise.
Déposé le 2026-05-19
- Voir le document
Rapport trimestriel (10-Q)
Une mise à jour de la performance financière des trois derniers mois.
Déposé le 2026-08-03
- Voir le document
Rapport d'événement important (8-K)
Un avis concernant un événement important, comme un changement de direction ou une annonce majeure.
Déposé le 2026-08-19
via SEC EDGAR
Historique des résultats
via SEC EDGAR
Latest News
Recent headlines for NXT, sourced from 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