NXT
Nextracker Inc. Class A Common Stock
Mentions (24Hr)
0.00% Today
Reddit Posts
ARRY missed and selling off and RIVN missed and probably will give up after hours gains
Solar tech firm Nextracker stock rallies 24% after upsized $638M IPO (NASDAQ:NXT)
Mentions
NXT if people migrate to solar due to high fossil fuel costs.
NXT, FSLR, CEG .. haven't done a lot of research so far, may buy others.
Oil did what it did in 2007 and there was a solar bubble. Oil did what it did in 2008 and both it and solar cratered. The TAN etf started right before the top and is down about 80% from where it started in 2008. In terms of today, commercial solar names (which there aren't that many of) have done well - look at NXT. In terms of residential, people talk about affordbility and the K-shaped economy and then wonder why everyone isn't taking out large loans to buy solar panels and batteries. I do think that if you had oil at an elevated but not stratospheric level over an extended period you'd probably see more adoption across the board, but a lot of people in this country can't afford to and with cost of living continuing to soar I don't see how that changes. The sort of "solar panel on every roof and EV in every driveway utopia" would be nice but it isn't realistic.
I can tell you which stocks in my portfolio went up today, in case you are interested: CEG, FSLR, NXT, XOP, WVE, GLD. I also bought ASTS and GLD today.
I was wise to hold off. Bought more NXT through. It seems like a smart buy at the moment.
Because the whole market got liquidated buy id like to buy some soon. NXT or FSLR or both?
Haven't looked at fundamentals for a minute, but i just own NXT as the way I play it. I owned SHLS at one point, but moved out of the name.
They are actually investing a lot in solar and NXT partnering with them: [https://investors.nextpower.com/news/news-details/2025/Abunayyan-Holding-and-Nextracker-Enter-into-Agreement-to-Form-Joint-Venture-to-Accelerate-Energy-Transition-in-Saudi-Arabia-and-MENA-Region/default.aspx](https://investors.nextpower.com/news/news-details/2025/Abunayyan-Holding-and-Nextracker-Enter-into-Agreement-to-Form-Joint-Venture-to-Accelerate-Energy-Transition-in-Saudi-Arabia-and-MENA-Region/default.aspx)
| Metric | NXT | NEE | |---|---|---| | Revenue Growth | 20–40%+ YoY | ~6–11% YoY | | Free Cash Flow | Positive, ~$620M FCF | Structurally negative (CapEx) | | EPS Growth | ~59% 5-yr CAGR | ~8–9% annually | | Debt Load | Near zero ($0 LT debt) | $95.6B, growing | | EPS Beat Rate (3yr) | ~100% — avg surprise 20–89% | ~75% — avg surprise 3–9% | | Stock Return | ~350% since Feb 2023 IPO | ~24% total over 5 years |
Assuming long term the United States starts [exporting more LNG](https://www.eia.gov/todayinenergy/detail.php?id=67264), making domestic natural gas consumption in electricity and heating more expensive, I'd say there's a few mispriced companies that either see no-impact or benefit from this. Firstly, alternative energy companies: **FSLR** is the largest American manufacturer of solar panels, and benefit from utility scale deployments which make up a lot of new energy generation. They are consistently profitable and their technology is more efficient in both high heat and high humidity environments than traditional solar panels. **NXT** manufactures basically everything in a utility scale deployment but the solar panels. They traditionally manufactured only trackers [which make up the majority of utility scale deployments](https://www.saurenergy.com/solar-energy-news/99-of-new-us-solar-projects-use-single-axis-trackers-report-10589804) and they're the largest player in the tracker space, but they are moving on to make the EBOS systems, junction boxes, and more to become a one stop supplier for grid scale solar deployments. **ENPH** is wrongfully beaten down in my opinion. They operate mostly in residential solar which is a smaller market, but their margins are phenomenal, and they are increasingly making money not just from micro inverters but batteries as well. Many utilities are moving away from net metering so batteries are going from a niche luxury to a must-have. [Residential storage is expected to grow faster than residential solar overall](https://cleanpower.org/news/us-energy-storage-installations-reach-new-quarterly-record-in-q2-with-5-6-gw/) As for something completely unrelated, I'd say **AXP**. They used to be fairly/slightly overpriced but now they are very much in value territory. Swipe fees on a large percentage of the richest Americans, plus annual fees are extremely valuable in normal times, let alone in a K shaped economy. They have some of the lowest default rates in the industry so they aren't as susceptible to recession induced spending declines.
Currently some of them are: RBRK MAR 13 '26 64 CC NXT MAR 20 '26 90 P NFLX MAR 27 '26 92 CC NEM MAR 27 '26 115 P MTDR APR 17 '26 52.5 P KGC APR 10 '26 29P IBKR MAR 13 '26 72P DDOG MAR 13 '26 124 Call DAL MAR 27 '26 60 P B MAR 13 '26 44 P
The only solar thing I want to own is NXT really. RUN did well briefly in the solar bubble of 2020, but the stock is currently barely above where it went public in 2015. There is a 31% short interest but needs something good to have a short squeeze. "For Sunrun (RUN), Goldman have a higher price target of $24 while other analysts that I don’t know much about have downgraded it to around $6." Don't rely on analysts. Also, that Goldman target price sounds as if you're looking at something that hasn't been updated. "They crushed wall street expectations in the last earnings but gave weak guidance that I don’t know if it justifies this 40% drop!" If forward looking guidance is bad that's far more important than backward-looking earnings.
Occidental was a solid buy, also looking at adding more NXT at some point
Today I bought NXT, BTI, WM, BTC, RDDT, and IQ
As an NXT holder that did DD on both. This.
I have no idea why NXT dropped today, but I hold NXT after looking at both about 7 weeks ago. NXT has a broader product portfolio that includes EBoS, which is SHLS specialty, in addition to best in class array tracker software and hardware.
NXT moving into eBOS isn't a future risk for SHLS, it's already happening, they acquired Bentek specifically for that. cleaner business, better ROIC, better margins, and they're the one doing the encroaching.. that's the easier call imo
Looks like the name change pulled a NXT this time
Will prob not go for it and just keep NXT. The SHLS dip is interesting though
you want load up on things benefiting from positive tailwind from capex. All the money to be made are in Semis and buildout adjacent stocks COHR,VRT,GEV,CAT,NXT etc etc. Mag7 overspending on capex is a good reason to diversify away. I personally dont like catching knives to gamble if a narrative is real or false but prefer to ride tailwinds
WWE NXT will almost be done by then so yes. Calls
Want to say NXT did that going from next tracker to nextpower and stock still went up 13% post earnings. Maybe just a one off?
I mean there's a lot of names I bring up here too that are killing it. TTI - 150% IESC - 161% JBL - 63% NXT - 146% TTMI - 321% There's so many great companies that people can find, if you put in the work to look. Almost anytime I bring up a name, it hardly gets any traction or engagement. Of recently, it just gets downvoted, which basically is just making me not even want to engage in this sub anymore.
NXT is just on fire...that is all..
Better in some ways, but they’ve run a lot whereas ENPH price has been crushed a lot. The last time I brought this up was right before a +40% day for ENPH. I said ENPH could conceivably triple or better, whereas FSLR and NXT already have.
FSLR First Solar, NXT Nextracker inc
I sell at the wrong time. Once I sell the stock inexplicably climbs higher. NVDA, LITE, CIEN, NXT. Meanwhile I keep so many others waiting for a rally that doesn’t come.
Haha. Just find it so interesting how much this technology is really accelerating. Still makes me bullish on NXT, SHLS, and MWH.
Tomorrow, I'm going to buy NXT, RDDT, BTI and BTC. Just like today. Just a tiny bit since I'm but a poor boy
Today I bought a tiny bit of RDDT, NXT, BTI, and BTC
Oh for sure It's one of those things where I think market misses nunance and when you dig deeper, you can find great things. Solar and chips are like that. Like with solar, there is the world of BESS/Utilities which are growing great. Stuff like NXT/SHLS are killing it. I like FSLR as well. However, the residential side of things are great. People also think that solar requires subsidies, but BESS is actually so economical now, it's taking over energy generation. With Space, there is a lot of hype, but when you dig into it, companies that deal with sensors and components for satellites are doing well.
I just got into solar with FSLR and NXT last Friday. Happy with them today at least. I expect solar technology to eventually become profitable enough to where politics won't interfere. I'm willing to wait at least 10 years to see what happens with it.
And now NVO shits the bed. That’s UNH, SE, MSFT, LVMUY, and now NVO for me. Thankfully ASML’s post-earnings hit wasn’t too bad. And NXT did well. Brutal market/business outlook right now…
My favorite 3 stocks since I've started in 2023 have been BTI, RDDT, and NXT
Thank god for NXT because holy shit, what a bloodbath otherwise. Looks like this earnings season is ‘sell the news’
Look at NXT, look at FSLR, look at TAN. We need energy badly and solar is making a comeback.
NXT's awesome earnings report portends very well for TE
I don't own much. But I'm glad I have a little in NXT. They're the only American power company I'm invested in rn
NXT really lifting up FSLR and SHLS today.
Great day for us niche cool alt performative NXT investors
$NXT Q3 '26 Earnings Results & Recap • Reported GAAP EPS of $0.88 up 10.00% YoY • Reported revenue of $909.35M up 33.85% YoY • Nextpower raised its FY26 outlook for revenue to $3.425 to $3.500 billion, GAAP net income to $525 to $540 million, and Adjusted EBITDA to $810 to $830 million, reflecting strong execution. Nextpower's Q3 FY26 revenue grew to $909 million, up 34% year-over-year. GAAP gross profit increased 20% YoY to $288 million, and adjusted EBITDA rose 15% YoY to $214 million. Nextpower achieved an investment grade credit rating from Fitch due to strong cash flow generation and balance sheet strength. The company also authorized a share repurchase program of up to $500 million over three years. Nextpower rebranded to reflect its evolution to an end-to-end solar technology platform and expanded its global footprint, including a new joint venture in the MENA region. The company also acquired Fracsun, enhancing its product offerings.
Im guessing NXT is lifting all boats before it breaks ATH? then silver hurts solar power with nxt and other software less affected?
I think we see a crypto come back in 2026. The odds on favorite for new Fed chair is pro stable coin/BTC, passing of the genius act and Larry fink talking tokenization at Davos. Seems like there's real institutional support now. In terms of stocks, I've bought LUCA, PHX, AVAV, FSLR, NXT and FT.TO to kick off the new year.
My core holdings for solar is really NXT, SHLS, and FSLR. My favorite speculative battery company is ELVA. Part of the problem is a lot of battery tech has really ran and it's probably way overvalued. Plus a ton of of them aren't profitable. ELVA is kind of there. They are now becoming profitable and transitioning more into BESS, also building a factory in the US, since they are a Canadian company. Just an example with how much some of the battery stuff is running, ELVA is up like 42% the past month. I found them like a month or so ago, so just watched this thing keep running like crazy.
Have you looked into $TE yet? (T1 Energy). I just learned about it like 5 minutes ago, so just curious. I really wish I held my EOSE and FLNC from a while ago. Happy I've been holding NXT though.
I post about a lot here, but there's like two kinds of solar, utility and residential. What ENPH does is more residential, which I'm still pretty bearish on. However, utility level is killing it. FSLR is utility level. Same with NXT and SHLS. Like even Texas and Florida are some of the fastest growing markets for utility level. From everything I've seen/read, BESS is really winning the energy generation race.
I think there is - at this point - *some* upside to ENPH but commercial solar is still more appealing. Look at ENPH over the last few years vs NXT, for example. That said, if it's your largest holding you should be confident to the point where you don't have to ask internet randoms. I also wouldn't have kept piling into something that was clearly facing issues in recent years. Good luck.
Elutia Inc. ($ELUT) is a regenerative medicine company that has undergone a significant transformation in late 2025 and early 2026. Following the $88 million sale of its BioEnvelope business to Boston Scientific, the company has pivoted its focus entirely toward its next-generation antibiotic-eluting biomatrix, NXT-41x. Here is the current breakdown for $ELUT 1. The Bull Thesis Massive De-leveraging: On January 12, 2026, the company announced it had eliminated $26.9 million in secured debt. It ended 2025 with a strong cash position of $36.3 million, plus $8 million in escrow. High-Margin Pivot: The company is moving away from lower-margin hardware to focus on NXT-41x, targeting a $1.5 billion plastic and reconstructive surgery market. Undervaluation: Despite the cash infusion and debt clearance, the stock trades at a market cap roughly equal to its cash on hand, suggesting the market is not yet pricing in its future pipeline. 2. Short Interest & Squeeze Potential Current Short Interest %: Reported as 0.06% to 0.33% of the float. Is it a good short squeeze play? No. Unlike $PAVS or $LOVE, there is almost no short pressure on $ELUT. A "squeeze" requires high short interest to fuel the rally; $ELUT’s upside will instead be driven by fundamental buyers and institutional re-entry following its debt cleanup. Days to Cover: 0.19 days. Shorts can exit in minutes, meaning there is no "trap" set for them. Metric, Current Value (Approx.) Market Cap Status,Microcap (~$29M - $31M). Shares in Float,~32.17 Million shares. Average Daily Volume,Below Normal. Recent volume (~146k) is about 0.26x its 20-day average (~560k). Nasdaq Compliance, Currently Non-compliant (market cap <$35M). They have until June 22, 2026 to regain compliance.
FSLR NXT SHLS are my long term picks in the industry, just FYI
Curious to see what's going to happen with perovskite**.** I think it's starting to roll out soon and should be a huge boost. Still love holding NXT, since it's more software name. Same with SHLS, since they are more of the wiring aspect of it. Both are also relying on utility level. However, valuation looks really cheap for FSLR and could be a great buying opportunity.
My investment thesis from a few years ago was like focusing on companies that will do well with those bills, general trends of electrification, physical data center, HVAC. This was before openAI really took off, so i've done pretty well positioning. Then of recent added stuff around aerospace, defense/navy and modernization of that sector. Been trying to think of some new macro themes, but still working on. I think some interesting things are going to be like a ton of small businesses have boomer owners that are going to retire with no succession plan. Computer vision and warehouse automation. Just some stuff, it's hard to find plays around. Like I'm big on the idea of BESS, which is battery storage with solar, but it's hard to find names that I want to own outside of NXT and SHLS.
NXT and SHLS are my plays. Keep in mind, that there is a difference between residential and utility in terms of solar. Utility is where all the growth is. Both of those names are in the utility space.
It’s not the cheapest now, but the market finally caught up to NXT.
Put some respect on my name I called NXT for you retards when it was 31$
NXT is up 152% ytd. SHLS is up 68% ytd. Utility solar is doing fine and the market recognizes that. Utility companies are adding solar to meet demand. Residential solar is more hit or miss. ENPH is down 51% Though it's not without winners. FSLR is up 61% because they're viewed as a tariff winner. SEDG is up 108%. Looking at the solar ETF TAN it's up 55% on the year. So it's fairly hard to argue that the market hates solar broadly. It's outperforming the market this year by a wide margin.
Solar isn't free, it has large upfront costs that get amortized by cheap/free energy over the life of the panels. There's also plenty of solar companies doing well, especially in the utility segment. SHLS and NXT are doing great this year. So the segment isn't broadly hated. Residential saw tax credits end and experienced massive damned pull forward during COVID, when a huge chuck of available customers buy solar systems. The reason residential solar stocks are hated is because the businesses aren't growing while a bunch of other sectors are.
recently there is a lot of talk around Kraken robotics. On a similar take, I would suggest Next Geosolutions Europe SpA (NXT), italian company that provides marine geoscience and offshore construction support services in Europe, Asia, and North America and that recently has signed an agreement with Fincantieri for autonomous marine drones. Currently trading at 10 P/E and \~7 EV/EBITDA.
As someone who been trying to research the space more, any thoughts on any companies to get into BESS? I own NXT and SHLS as my solar utility plays and looking into HTHIY for some exposure to grid automation. Just have a hard time finding companies that are profitable in the space. Thanks!
Yes. Though I like utility solar like NXT and SHLS over residential. Though I've been arguing that lower rates and higher utility bills are a fantastic combination for residential solar too. I just think it's a harder play.
that Canadian ones I referenced is interesting, but they are just now becoming profitable. Still in NXT as my solar play play with utilities.
It’s really hard to find names in the space I want to invest in for BESS. However I did by them when you brought them up and still long on NXT.
Does NXT have a big presence there?
Oh totally.. NXT has been my go to for solar stuff. I feel you with chasing. For me, as long the valuation makes sense and I can see the tailwinds with growth, I don't mind as much. Yeah I owned FLNC when they first spun off lol. Just get really worried about the non profitable stuff.
Another sneaky one I’d look at is NXT, they do software for solar panels and recently announced that they are expanding their business into panel production as well.
The thing that is interesting, I've personally haven't found a ton of names that I like in the battery storage space. There's been some wild runs, like FLNC over the past 6 months, but still doesn't fit into how Iike to invest long term. NXT is one of the few names in the space that I'm using for the solar play.
I can't tell if you are serious or not since you used the ... I mean the GE spin off have done extremely well lol. As an investor, it's a great idea, since it's easier to understand smaller businesses. I mean GEV spun off on April 2, 2024. It's only up 325% since that spin off. GE it's self is up like 100% since then. GEHC is the only one that hasn't done as well. However, there been a handful of other successful spin offs of recent. CARR, NXT, ECG are a few others than done well after spinning off.
Thank you RDDT Thank you NXT Thank you BTI
Googl, RDDT, NXT and AMZN lifting me up today
What's your favorite cost basis? Of something you own Mine are: BTI at 38.34 NXT at 51.25 Then it's a tossup between RDDT at 84.60 And TSMC at122.25
lol no NXT here is laughable. Sorry for your opportunity cost
$NXT - Solar is growing a ton in utility market. Market likes to lump solar into one thing, but the residential market is way different than utility. Outside of data center, grid needs to be updated and we need to generate more power. NXT is also growing internationality. Plus, they do the software and arrays that make it so panels track the light, so it's not really a panel play. $FTI - Smaller cap off shore driller. Offshore still seems to be growing for oil. They keep winning contracts and seeing backlogs grow. Also, Gross Margins and Operating Margins continue to make this a cash generating machine. Also a high ROIC company.
It's funny, because it's really hard to get used to the idea that we, little retail investors, can see something professionals broadly Don't. Fund flows help too. You pointed out NXT was dragged down by residential solar. Very correct. Things get exaggerated for no good reason sometimes. You just have to look.
100%. I went through that basically with NXT, but not really losing money as much as just watching it be flat for like a year. So funny how AMTM exploded today because the market figured out they do stuff with nuclear lol. Again, shows that there are just spots that the market never looks at.
Happens man. I talk to creeme about it, like I always have too many ideas and never enough money lol. Plus I have like no patience sometimes lol. What's wild, even after some of these dips in some names, still haven't seen anything that new in the screener. PAHC showed up because I changed the parameters to look for companies with less ROIC, but then made the EPS/Revenue growth higher. NXT is such a great company. Not sure if you saw what I posted earlier, but saw some news today about how solar continues to crush it from an utility level.
Oh thanks for the recommendation man! I actually started the smallest of positions in NXT today. It’s had a big run, but valuation is still good. I know that’s a name you mentioned before. I like the company just never jumped in lol.
If RDDT and NXT stay down for the rest of the day, I'm scheduling an order for tomorrow morning. Y'all trippin thinking these guys aren't getting to crazy good value points
Yeah, I really like nuclear in theory, but am somewhat worried how much is actually going to get built. Like there is a real growth in solar+battery storage. I never found any companies outside of SHLS and NXT to invest in for utility level stuff. I have looked and owned FLNC, but don't really like companies that aren't profitable, but haven't looked at them in forever. Crazy to see their 6 month run lol. I remember looking at AMRC in the past and was in the same boat as FLNC. There was another name, but can't even remember it at this point. Just had a hard time finding stuff that make sense for the valuation and theme of solar + battery storage.
Totally agree with NXT. Overall, electric grid and utility is such an in demand need that I see this being a multi year trend. Nuclear I’m excited for, but it’s all so overvalued for me. I have a small position in CCJ and I can’t see myself adding it here. I like it for the uranium services and 49% Westinghouse stake. I started a small position in FLS which is an overall play in the fluid flow market, not just nuclear. Although they have a dominant market share in coolant centrifugal pumps and isolation valves. Energy storage I need to look into more, but have a take on Fluence? That is a name I came across recently (although I feel I’m late on this lol).
ORA is an interesting name, never pulled the trigger because it was too expensive for my liking, but has been on a solid run. They are like a pure geothermal play. I really like geothermal and I think is a bit underrated. I follow some energy people on x/twitter and the BLM has changed up laws recently to make geothermal easier to build. Personally, I think makes more sense than nuclear, but like you said earlier, the key is to use it all. I don't really get why some people get stuck in the mindset of either/or versus just saying we should do everything we can to generate more energy. NXT has been only my long plays because the cost of solar+battery storage is winning and we are even seeing red states grow this footprint because it makes the most economic sense now. I'd love to see a push to rebrand some of this stuff as environmental as much as it's a national security issue.
I avoid upstream oil plays personally. Too much boom and bust with WTI dependence. I stick with the vertically integrated, CVX is my preferred. I prefer pure play natural gas names. Upstream would be EQT. On the midstream side I like KMI, although WMB is solid as well. I like KGS for compression services as they are pure natural gas play in the Permian only, focusing on high horsepower, high margin equipment. Their debt level I am not thrilled for but it’s a capital intensive business. I might get out and jump over to NGS. NXT is a great company, I just never pulled the trigger. Might add some but not sure what is a good entry, see it’s down a bit today.
Yes OXY and NXT have been my energy picks. NXT already caught a bid from when I was buying in the 40's, OXY is actually below my cost basis and is where I'm looking to add near term
$NXT changing their company name https://investors.nextpower.com/news/news-details/2025/Nextracker-Rebrands-as-Nextpower-to-Reflect-the-Companys-Position-as-an-Integrated-Power-Technology-Innovator/default.aspx > Nextracker (Nasdaq: NXT), today announced its corporate rebranding to Nextpower™, marking its transformation into a global supplier of fully integrated energy technology solutions. The new brand reflects Nextracker’s evolution from the global leader in solar tracking into a full-platform company, delivering an integrated portfolio of advanced technologies and services for utility-scale solar power plants.
XYZ, RDDT, and NXT. My cumulative non finance education tells me these are the best deals from today
Bought NXT, RDDT, and XYZ today
Pfft, honestly that's why I post here. I enjoy researching companies and I view this as a place to help each other make money. Always make sure to your own research before you buy anything, even from me! lol I'm just a software engineer who likes to invest. Yeah, $NXT is a such a rad company. Thinking of moving into ODD soon too, have some capital. Also on the fence with $GILT, $MIND, and $PDEX. These ones are much smaller companies and are going to carry much more risk.
Thanks! You're correct, I'm no stranger to perusing the daily stock thread- there are so many great ideas and reasonings from smart people constantly. I definitely bought NXT because of you. I bought it for \~35 a share back in October 2024 because you brought them up quite a bit. I remember they had another great ER without much market reaction, and you told someone "It's just because no one understands the company" So I researched NXT and thought "\_hiddenscout is totally right about everything!!!" One year later, thank you in particular for such a well thought out gem!!
Yesterday I sold half my shares of NBIS, NXT, and FIX. Even though I'm long on all of them, they all seemed too above their fair value. Didn't know what I was holding the cash for until I saw ODD under 40 today. It's been falling for no great reason, and then more today on what I suspect is ELF earnings sympathy.
Is any of you fellow regards here on NXT? There's some post around here about DD to ENPH that made me think of it, jumped in last month and I'm really happy about it so far.
NXT up 12%today, for people unaware of it
I asked for thoughts on NXT twice in the past two weeks, and no one had any thoughts or insights on them. Glad I picked them up a while ago
That's why I kept calling NXT a patience name. Numbers where good, business was good, just everyone lumps solar names into the same bucket.