$NXT

Nextpower (NXT) will report Q3 earnings on Wednesday. Last quarter, it missed revenue expectations with $935.2M (up 8.2% YoY) and lowered EBITDA guidance. Analysts expect 17.8% YoY revenue growth this quarter. Peers Bloom Energy and Allegion reported mixed results, with NXT trading down 3.2% over the past month.

Truist analyst Christopher Souther reiterated Buy ratings on five clean energy stocks ahead of Q3 earnings, citing strong demand. Clearway Energy (CWEN) is expected to report $522M in Q3 revenue, up 22% YoY. Enlight Renewable Energy (ENLT) is projected to grow Q3 revenue by 27% YoY. First Solar (FSLR) was upgraded to Buy with a $270 price target. Nextpower (NXT) is expected to report $1.1B in FY2027 Q2 revenue, up 22% YoY. Eos Energy (EOSE) reported Q3 revenue of $82M-$83M, up 170% YoY.

Mizuho reduced its price target for Nextpower (NASDAQ:NXT) to $101 from $111, citing a slower margin outlook. The stock trades at $82.56, and Mizuho maintains a Neutral rating. Nextpower reported Q1 fiscal 2027 earnings of $1.20 per share and revenue of $935 million, beating expectations. UBS and Jefferies also adjusted their price targets but kept Buy ratings. Nextpower's EBITDA margin estimate for fiscal 2030 was lowered to 22% from 23%.

Nextpower Inc. (NXT) shares rose 5.75% as investors favored renewable energy stocks due to lower Treasury yields. The company was added to MarketBeat’s top stock list and saw positive earnings estimate revisions. Goldman Sachs raised SpaceX’s price target to $230, citing growth in AI computing. Tesla (TSLA) is expected to report strong vehicle deliveries but faces cost pressures; its AI initiatives are key for long-term growth.

Piper Sandler lowered price targets for Nextracker (NXT) to $110 and First Solar (FSLR) to $251, maintaining Overweight ratings. It expects NXT's Q2 2027 revenue at $1.1B, 3% above consensus, and FSLR's Q3 2026 revenue within guidance. Piper also kept a Neutral rating on Array (ARRY), anticipating fiscal 2026 EBITDA 3% below consensus. Solar additions are projected to peak in 2028, contrasting industry forecasts.

Nextpower (NXT) received a patent for its NX PowerMerge electrical balance of systems technology. The company's backlog surpassed 2 gigawatts after a new order from BUILD Renewables. Revenue grew to $935 million in Q1, with a gross margin of 35.9%. The company has also made acquisitions to expand into adjacent markets. About $99 million of Q1 earnings came from tax credits and rebates. Hedge fund ownership increased, and the stock trades at a forward P/E of 17.92.

Nextpower (NXT) announced at the Barclays Energy-Power Conference that it is ahead of schedule on revenue, earnings, and diversification, targeting over 33% of revenue from non-tracker products by 2030. The company reported $3.5B in revenue for the prior fiscal year, with a path to $5.2B by 2030, and a $500M buyback plan. Management highlighted record revenue, backlog, and growth in power conversion, energy storage, and software, while acknowledging policy uncertainty and tariff pressures.

Flex agreed to acquire EPC Power for $4.4B, aiming to replicate its successful strategy of acquiring, scaling, and spinning out infrastructure tech companies. EPC Power designs power conversion systems. Flex plans to spin off its Cloud and Power Infrastructure segment, including EPC Power, in Q1 2027. The segment is expected to grow 65-80% annually. Flex's previous acquisition, Nextracker, grew to a $13-15B valuation after its spin-off.

First Solar (FSLR) is highlighted as a standout in the solar sector, with a 12.4x P/E, 40.6% gross margins, and a strong balance sheet. The company is trading at a 17.6% discount to its fair value of $237.29. Elon Musk's announcement of 100 GW/year solar capacity has reshaped the sector, while Fed rate-hike fears weigh on rate-sensitive names. First Solar's earnings and revenue growth, along with its low debt-to-equity ratio, make it attractive despite near-term headwinds.

Blunden Julia sold 7,415 shares of Nextpower Inc. (NXT) at an average of $86.10 ($84.10–$88.08, $0.64M total) across 2 trades over 2026-08-21 to 2026-08-24.