Nextpower Inc. (NXT) Stock

Nextpower Inc. (NXT) is a Technology stock trading at $103.13 (as of 2026-07-17), with a market capitalization of $15.75B and a trailing P/E of 26.9. Figures are sourced from first-party U.S. SEC EDGAR filings and market data.

Nextracker Inc., an energy solutions company, provides solar tracker solutions for PV projects. The company offers solar trackers, such as Bifacial PV modules for large-scale solar; NX Horizon for solar power plants; NX Gemini two-in-portrait solar tracker that optimizes lifetime value and performance of power plants for project developers and asset owners; and NX Horizon XTR, an all-terrain solar tracker. It also provides TrueCapture, an intelligent and self-adjusting tracker control system for PV power plants; and NX Navigator, an operational control and risk mitigation software. The company was incorporated in 2013 and is based in Fremont, California. Nextracker Inc. operates as a subsidiary of Flex Ltd.

Understand Nextpower Inc.: how it makes money

Nextpower Inc. provides solar tracker solutions, intelligent control systems, and operational software for PV power plants, earning money from selling solar tracker hardware and related control and software offerings to project developers and asset owners.

Profitability is tied to converting PV project demand into delivered tracker systems and then monetizing the installed base through intelligent tracker controls (TrueCapture) and operational control and risk mitigation software (NX Navigator).

Business quality (Strong): For 2025-12-31, the company reported 31.7% gross margin and 19.4% operating margin, indicating solid profitability for its business model. However, the provided data has limited segment visibility (only International revenue is listed), and most operating KPIs are cumulative counts rather than current-period growth.

Valuation: At 28× earnings, NXT trades 46% below the Semiconductors average (51×). Note: one-time items can distort reported P/E.

Bull case

  • Installed base and deployment indicators: The dataset lists cumulative global solar tracker shipments (160) and TrueCapture deployed projects (200), which point to an installed base that can support ongoing value from tracker controls.
  • Product and system scope for PV plants: The company offers both tracker hardware (for example, NX Horizon and NX Gemini) and intelligent/self-adjusting tracker controls (TrueCapture), plus operational software (NX Navigator), which can diversify what customers buy per project.

Bear case

  • Revenue and segment disclosure is incomplete in the provided facts: Segment revenue candidates show International revenue (0.24B) but other segment lines are listed as 0.0, so the dataset does not cleanly show how the remaining revenue is broken down.
  • Timing risk reflected in under fulfillment: Operational KPIs include 'Horizon XTR Deployed or Under Fulfillment (Cumulative)' (15), implying project deliveries and fulfillment timing can affect how quickly shipped capacity turns into recognized revenue.
  • Concentration risk around execution and partners: The dataset lists 70 supply chain partners, suggesting growth and delivery depend on managing a broad network where disruptions or capacity constraints could impact project execution.
Valuation — source: SEC EDGAR (first-party)
Price$103.13
Market Cap$15.75B
P/E Ratio26.9
EV / EBITDA20.1
Price / Book6.75
Price / Sales4.42
FCF Yield3.3%
DCF Value (model)$81.53
DCF Upside vs Price-20.9%
Profitability & Growth — source: SEC EDGAR
Revenue (TTM)$3.56B
Net Margin16.5%
Revenue Growth (YoY)-4.7%
EPS Growth (YoY)-6.1%
FCF Growth (YoY)-32.4%
Financial Health — source: SEC EDGAR
Altman Z-Score6.69 (safe)
Valuation vs Sector & Industry
Stock P/E26.9
Sector P/E (Technology)34.7
Industry P/E (Electronic Equipment)40.6
vs Sector-22.5%
vs Industry-33.7%
Smart-Money Activity — SEC Form 4 / 13F / Congressional disclosures
Top Institutional HolderBlackRock, Inc. ($3.00B)
Institutional Holders Tracked10
Company
SectorTechnology
IndustryElectronic Equipment
CEODaniel S. Shugar
Employees1,300
CountryUS
IPO Date2023-02-09

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NXT earnings history · NXT institutional & insider holders · NXT KPIs & operating metrics · Congress trades · Insider trades · Short interest · Stock screener

Data as of 2026-07-17.

Figures sourced from U.S. Securities and Exchange Commission (SEC EDGAR) filings and market data. Not personalized investment advice.