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 7,334 funds
0
Analysts bullish %
of 11 analysts
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
68% more first-time investments, than exits
New positions opened: 109 | Existing positions closed: 65
25% more funds holding in top 10
Funds holding in top 10: 8 [Q4 2024] → 10 (+2) [Q1 2025]
23% more repeat investments, than reductions
Existing positions increased: 158 | Existing positions reduced: 128
10% more capital invested
Capital invested by funds: $5.45B [Q4 2024] → $5.98B (+$527M) [Q1 2025]
8% more funds holding
Funds holding: 430 [Q4 2024] → 466 (+36) [Q1 2025]
5.1% less ownership
Funds ownership: 103.78% [Q4 2024] → 98.68% (-5.1%) [Q1 2025]
64% less call options, than puts
Call options by funds: $46.7M | Put options by funds: $129M
Research analyst outlook
11 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$59
5%
upside
Avg. target
$70
25%
upside
High target
$80
42%
upside
11 analyst ratings
9 positive
82%
2 neutral
18%
0 negative
0%
Barclays Christine Cho | 22%upside $69 | Overweight Maintained | 31 Jul 2025 |
UBS Jon Windham | 33%upside $75 | Buy Maintained | 31 Jul 2025 |
Wells Fargo Praneeth Satish | 28%upside $72 | Overweight Maintained | 30 Jul 2025 |
B of A Securities Dimple Gosa | 22%upside $69 | Buy Maintained | 30 Jul 2025 |
Roth Capital Philip Shen | 42%upside $80 | Buy Reiterated | 29 Jul 2025 |
Financial journalist opinion
Based on 25 articles about NXT published over the past 30 days
Positive
Zacks Investment Research
4 days 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
5 days 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
1 week 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
1 week 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
1 week 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?
Positive
Seeking Alpha
1 week ago
Nextracker: Buy This Solar Tech Leader On Its Upgraded Guidance, Growth, And Valuation
Nextracker's Q1 FY26 earnings beat expectations, with strong YoY growth, upgraded guidance, and a robust backlog, making the recent stock pullback a buying opportunity. NXT leads the solar tracking industry with expanding global market share, exceptional profitability, and a healthy balance sheet with no debt. New AI and robotics initiatives position the company for future innovation, while strong U.S. manufacturing partnerships help mitigate policy headwinds.
Positive
Seeking Alpha
1 week ago
Nextracker's Moat Widens With AI, Robotics, And Automation
Nextracker continues to widen its competitive moat, growing market share to 26% and integrating AI, robotics, and automation through strategic acquisitions. Financial performance remains strong with 20% revenue growth, expanding margins, and a robust $743 million cash position, supporting further innovation and acquisitions. Backlog growth to $4.75 billion and global expansion highlight resilience, even amid regulatory uncertainty and sector headwinds.
Positive
The Motley Fool
1 week ago
Nextracker (NXT) Q1 EPS Jumps 25%
Nextracker (NXT -9.28%), a leader in solar tracking and energy technology, published its Q1 FY2026 results on July 29, 2025, revealing a mixed performance. The company's non-GAAP adjusted earnings per share (EPS) came in at $1.16, beating analyst estimates of $1.08.
Positive
Zacks Investment Research
1 week ago
Here's Why Nextracker (NXT) is a Great Momentum Stock to Buy
Does Nextracker (NXT) have what it takes to be a top stock pick for momentum investors? Let's find out.
Neutral
Seeking Alpha
1 week ago
Nextracker Inc. (NXT) Q1 2026 Earnings Call Transcript
Nextracker Inc. (NASDAQ:NXT ) Q1 2026 Earnings Conference Call July 29, 2025 5:00 PM ET Company Participants Sarah Lee - Head of Investor Relations Daniel Shugar - Co-Founder, CEO & Director Howard Wenger - Director & President Charles Boynton - Chief Financial Officer Conference Call Participants Dimple Gosai - BofA Securities, Research Division Praneeth Satish - Wells Fargo Securities, LLC, Research Division Brian Lee - Goldman Sachs Group, Inc., Research Division Philip Shen - ROTH Capital Partners, LLC, Research Division Julien Dumoulin-Smith - Jefferies LLC, Research Division Ben Kallo - Robert W. Baird & Co. Incorporated, Research Division Dylan Nassano - Wolfe Research, LLC Ameet Thakkar - BMO Capital Markets Equity Research Joseph Osha - Guggenheim Securities, LLC, Research Division Operator Good afternoon, everyone, and thank you for standing by.
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