Nextracker/$NXT

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About Nextracker

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.

Ticker

$NXT
Primary listing

Employees

1,300

Nextracker Metrics

BasicAdvanced
$9.9B
18.17
$3.67
2.26
-

What the Analysts think about Nextracker

Analyst ratings (Buy, Hold, Sell) for Nextracker stock.

Bulls say / Bears say

Nextracker’s order backlog reached a record high of over $4.75 billion in Q1 FY26, marking fifteen consecutive quarters of growth and signaling strong visibility for future revenue. (Business Wire)
The acquisition of Bentek Corporation for about $78 million in Q4 FY25 enabled Nextracker to launch its eBOS business, and three further acquisitions in robotics and AI in Q1 FY26 strengthened its technology platform and diversification prospects. (Business Wire) (Business Wire)
In FY25 Nextracker generated $622 million in free cash flow and had $743 million in cash with no debt at the end of Q1 FY26, supporting a strong position for ongoing investment. (Business Wire) (Business Wire)
GAAP gross margin dropped to 33.1% in Q4 FY25 from 46.2% the previous year, reflecting cost pressures and a less favorable product mix that could negatively impact profitability. (Business Wire)
After Q1 FY26, despite raising its FY26 revenue guidance, Nextracker's midpoint still missed analyst expectations, which led to a 2% decline in its share price despite earnings beats and highlighted investor concerns about the company's growth outlook. (Investing.com)
Nextracker’s Q1 FY26 figures included $93 million in IRA 45X tax credit vendor rebates, highlighting the company’s reliance on government incentives, which may pose risks to future margins if these benefits decrease. (Business Wire)
Data summarised monthly by Lightyear AI. Last updated on 1 Sept 2025.

Nextracker Financial Performance

Revenues and expenses
QuarterlyAnnual
Q3 24
QoQ growth
Revenue
$37B
-39.75%
Net income
$45B
107.52%
Profit margin
37.65%
6.78%

Nextracker Earnings Performance

Company profitability
QuarterlyAnnual
Q4 23
Q1 24
Q2 24
Q3 24
Q4 24
Actual
$3.69
$2.85
$2.45
$2.42
-
Expected
$3.55
$2.61
$2.05
$2.31
$3.94
Surprise
3.94%
9.20%
19.51%
4.63%
-
Data displayed above is indicative only and its accuracy or completeness is not guaranteed. Actual execution price may vary. Past performance is not indicative of future results. Your return may be affected by currency fluctuations and applicable fees and charges. Capital at risk.
Real-time US market data is sourced from the IEX order book provided by Polygon. After-hours US market data is 15 minutes delayed and may differ significantly from the actual tradable price at market open.

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