Nextracker
About: Nextracker (and its subsidiaries) is a leading provider of intelligent, integrated solar tracker and software solutions used in utility-scale and distributed generation solar projects around the world. Nextracker's products enable solar panels in utility-scale power plants to follow the sun's movement across the sky and optimize plant performance. Nextracker has operations in the United States, Mexico, Spain and other countries in Europe, India, Australia, the Middle East, Africa, and Brazil.
Employees: 1,300
0
Funds holding %
of 7,428 funds
0
Analysts bullish %
of 9 analysts
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
72% more first-time investments, than exits
New positions opened: 100 | Existing positions closed: 58
68% more call options, than puts
Call options by funds: $266M | Put options by funds: $158M
28% more capital invested
Capital invested by funds: $5.98B [Q1] → $7.66B (+$1.68B) [Q2]
6% more funds holding
Funds holding: 468 [Q1] → 498 (+30) [Q2]
3.41% less ownership
Funds ownership: 98.68% [Q1] → 95.27% (-3.41%) [Q2]
14% less repeat investments, than reductions
Existing positions increased: 151 | Existing positions reduced: 175
30% less funds holding in top 10
Funds holding in top 10: 10 [Q1] → 7 (-3) [Q2]
Research analyst outlook
9 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$65
4%
downside
Avg. target
$73
8%
upside
High target
$80
18%
upside
9 analyst ratings
8 positive
89%
1 neutral
11%
0 negative
0%
Guggenheim Joseph Osha | 9%upside $74 | Buy Upgraded | 18 Aug 2025 |
Barclays Christine Cho | 2%upside $69 | Overweight Maintained | 31 Jul 2025 |
UBS Jon Windham | 11%upside $75 | Buy Maintained | 31 Jul 2025 |
Wells Fargo Praneeth Satish | 7%upside $72 | Overweight Maintained | 30 Jul 2025 |
B of A Securities Dimple Gosa | 2%upside $69 | Buy Maintained | 30 Jul 2025 |
Financial journalist opinion
Based on 18 articles about NXT published over the past 30 days
Neutral
MarketBeat
4 days ago
Nextracker Stock Rockets as AI and Solar Tailwinds Align
While regulatory challenges present headwinds for some solar stocks, Nextracker NASDAQ: NXT only has tailwinds. Its sun-tracking arrays and cost-saving advancements maximize solar panel output and are essential to the solar industry.
Neutral
Business Wire
1 week ago
Nextracker Releases Fiscal Year 2025 Sustainability Report
FREMONT, Calif.--(BUSINESS WIRE)--Nextracker (Nasdaq: NXT), a leading solar technology platform provider, today published its fiscal year 2025 Sustainability Report, highlighting significant progress in advancing the company's environmental, social, and governance (ESG) initiatives across its global operations. This second annual publication reinforces the company's commitment to building a more sustainable, inclusive, and transparent energy industry. The report aligns with the Sustainability A.
Positive
Zacks Investment Research
1 week ago
Nextracker Inc. (NXT) is Attracting Investor Attention: Here is What You Should Know
Zacks.com users have recently been watching Nextracker (NXT) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.
Positive
Seeking Alpha
1 week ago
Undercovered Dozen: Petrobras, IonQ, Brookfield Infrastructure And More
This week's Undercovered Dozen spotlights 12 lesser-followed stocks, offering unique investment theses and actionable ideas for retail investors. Petrobras stands out for its massive 14% yield, low valuation, and strong operational performance, making it a compelling value play despite political baggage. IonQ is highlighted as a quantum computing leader with a robust ecosystem, presenting a long-term bullish case ahead of earnings.
Neutral
Business Wire
1 week ago
Casa dos Ventos Selects Nextracker for 1.5 GW of Solar Projects in Brazil
SÃO PAULO--(BUSINESS WIRE)--Nextracker (Nasdaq: NXT), a leading solar technology platform provider, announced today it has been selected by Casa dos Ventos, one of Brazil's largest renewable energy companies, to supply 1.5 gigawatts (GW) of its NX Horizon-XTR all-terrain solar tracker and NX Horizon™ solar tracker systems for a portfolio of four new solar and solar-and-wind hybrid utility-scale solar projects in Brazil. Casa dos Ventos, known for its leadership in Brazil's wind energy sector, i.
Positive
Zacks Investment Research
3 weeks ago
Nextracker Inc. (NXT) Is a Trending Stock: Facts to Know Before Betting on It
Recently, Zacks.com users have been paying close attention to Nextracker (NXT). This makes it worthwhile to examine what the stock has in store.
Positive
Seeking Alpha
3 weeks ago
Why Nextracker's Stock Drop Is A Golden Opportunity For Long-Term Investors
Nextracker's Q1'26 results beat estimates, but shares fell due to margin pressure, high investments, and guidance concerns—none of which undermine the long-term thesis. Strategic investments in AI and robotics, plus a $4.75B backlog, position NXT for future revenue and profit growth, despite short-term margin impacts. Valuation remains attractive versus peers, with strong growth prospects, supply chain advantages, and new product launches supporting an undervalued buy case.
Positive
Zacks Investment Research
3 weeks ago
Nextracker (NXT) Upgraded to Strong Buy: What Does It Mean for the Stock?
Nextracker (NXT) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #1 (Strong Buy).
Positive
Zacks Investment Research
3 weeks ago
Buy These Renewable Energy & Battery Energy Stocks to Boost Your Portfolio
NXT, BEP, and VWDRY are tapping into soaring demand for renewables and battery storage with global expansion moves.
Positive
Zacks Investment Research
3 weeks ago
Is Nextracker (NXT) a Buy as Wall Street Analysts Look Optimistic?
When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?
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