Assessing Nextpower (NXT) Valuation After Guidance Hike Saudi Solar Deal And New Buyback Program

Simply Wall St.02-01 17:29

Nextpower (NXT) is back in focus after a packed January 27 update that combined strong third quarter results, higher full year guidance, a first investment grade rating, a major Saudi solar contract, ...

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See our latest analysis for Nextpower. Those announcements have arrived alongside strong market interest, with a 7 day share price return of 11.51% and a 30 day share price return of 26.20% pushing Nextpower to US$117.09. The 1 year total shareholder return of 132.23% highlights how momentum has built over time. If you are looking beyond solar equipment and want to see what else is gaining attention in capital intensive industries, this could be a good moment to scan aerospace and defense stocks. With the shares now near analysts’ average target and trading after a strong run, the key question is whether Nextpower’s Saudi contract, raised guidance, and buyback still leave room for upside or if markets are already pricing in future growth. AdvertisementMost Popular Narrative: 14.2% Overvalued Nextpower’s most followed narrative pegs fair value at about $102.54, which sits below the current $117.09 share price and frames the recent rally in a different light.  The analysts have a consensus price target of $70.84 for Nextracker based on their expectations of its future earnings growth, profit margins and other risk factors. However, there is a degree of disagreement amongst analysts, with the most bullish reporting a price target of $97.0, and the most bearish reporting a price target of just $38.0.  Read the complete narrative. Curious why this widely followed narrative still sees upside in revenue and earnings, even with some margin pressure and a richer future earnings multiple baked in? The core assumptions blend steady top line growth, healthy profitability and a valuation that leans on stronger earnings a few years out. If you want to see how those moving parts connect, the full narrative lays out the numbers in black and white. Result: Fair Value of $102.54 (OVERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, tariff changes or shifts in U.S. solar policy, along with project delays on large installations, could quickly challenge the assumptions behind this positive narrative. Find out about the key risks to this Nextpower narrative. Another View: Earnings Multiple Paints a Different Picture While the popular narrative flags Nextpower as 14.2% overvalued against a $102.54 fair value, the current P/E of 29.4x sits well below both peers at 41.1x and the US Electrical industry at 33.9x, and under a 35.1x fair ratio. This raises a different question: is the market still underpricing the earnings power here? See what the numbers say about this price — find out in our valuation breakdown. NasdaqGS:NXT P/E Ratio as at Feb 2026 Build Your Own Nextpower Narrative If you are not fully on board with these views, or simply prefer to weigh the numbers yourself, you can build a tailored take in minutes: Do it your way. A great starting point for your Nextpower research is our analysis highlighting 4 key rewards and 1 important warning sign that could impact your investment decision. Looking for more investment ideas? If you stop with just one stock, you could miss opportunities sitting in plain sight. Use the screener to quickly spot themes, compare options, and sharpen your watchlist.  Scan for potential mispricings by checking out these 875 undervalued stocks based on cash flows, where cash flow based filters help surface companies that may not yet be fully appreciated. Hunt for growth stories at lower price points through these 3528 penny stocks with strong financials, focusing on smaller names that still meet basic financial quality checks. Target future facing trends in medicine and diagnostics with these 110 healthcare AI stocks, zeroing in on companies applying AI to healthcare problems.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.Valuation is complex, but we're here to simplify it.Discover if Nextpower might be undervalued or overvalued with our detailed analysis, featuring fair value estimates, potential risks, dividends, insider trades, and its financial condition.Access Free AnalysisHave feedback on this article? Concerned about the content? Get in touch with us directly. 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