Key Stats for Nextpower Stock
- Pre-market price change for NXT stock: 12%
- $NXT Share Price as of May. 12: $125
- 52-Week High: $134
- $NXT Stock Price Target: $126
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What Happened?
Nextpower (NXT) stock is up 12% in pre-market after the solar energy company delivered a strong earnings beat and raised its full-year revenue outlook.
For its fiscal fourth quarter, the company topped analyst estimates on both revenue and adjusted earnings, according to FactSet.
Full-year revenue came in at roughly $3.56 billion, up 20% from the prior year and well above the company’s own initial plan.
The bigger story, though, was the guidance raise. Nextpower now expects fiscal 2027 revenue between $3.8 billion and $4.1 billion. That’s up from the prior range of $3.6 billion to $3.8 billion.
Management also announced the acquisition of a power conversion product line, which it expects to begin generating revenue later this fiscal year.
CEO Dan Shugar called it a defining year for the business.
“We’re pleased to report a strong finish to fiscal year ’26,” he said on the earnings call. “Demand remains healthy, and we continue to see strong bookings momentum.”
The company also reported a record backlog of over $5.25 billion, up from $2.1 billion when it went public just over two years ago.
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What the Market Is Telling Us About Nextpower Stock
The jump in Nextpower stock reflects investor relief more than surprise. Going into earnings, the market had questions about whether strong U.S. solar demand could hold, and whether the company’s push into new products was gaining traction. This quarter answered both.
On the demand side, bookings hit one of their highest levels in company history. The U.S. accounted for roughly 79% of full-year bookings, with Europe posting a record year as well.
Management said most projects are moving forward on schedule, and tax equity constraints haven’t emerged as a bottleneck.
On the product side, the announced acquisition of power conversion assets adds inverters to Nextpower’s lineup. That gives the company what it calls a complete solar power plant platform — everything except the solar panels themselves.
The move also opens the door to battery storage and data center power applications, which management flagged as a growing opportunity.
Adjusted EBITDA for the full year came in at $854 million, comfortably above estimates. The company generated $514 million in free cash flow and ended the year with $1.1 billion in cash and no debt. It also holds an investment-grade credit rating.
For fiscal 2027, the company guided for adjusted EBITDA of $825 million to $900 million and free cash flow of $450 million to $500 million. Non-tracker products are expected to make up around 15% of total revenue, with that segment growing more than 40% year over year.
Nextpower stock has now become a cleaner story for investors. Revenue is growing, the balance sheet is strong, and the product platform is expanding into higher-margin territory.
The main risk to watch is execution on the power conversion ramp and whether freight and logistics costs — elevated due to Middle East disruptions — ease through the year.
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Disclaimer:
Please note that the articles on TIKR are not intended to serve as investment or financial advice from TIKR or our content team, nor are they recommendations to buy or sell any stocks. We create our content based on TIKR Terminal’s investment data and analysts’ estimates. Our analysis might not include recent company news or important updates. TIKR has no position in any stocks mentioned. Thank you for reading, and happy investing!
