Equities Analysts Set Expectations for Nextpower Q3 Earnings

Nextpower Inc. (NASDAQ:NXT) – Northland Capmk raised their Q3 2026 earnings per share (EPS) estimates for shares of Nextpower in a note issued to investors on Tuesday, January 6th. Northland Capmk analyst G. Richard now expects that the company will post earnings per share of $0.82 for the quarter, up from their prior forecast of $0.80. Northland Capmk currently has a “Strong-Buy” rating on the stock. The consensus estimate for Nextpower’s current full-year earnings is $3.29 per share. Northland Capmk also issued estimates for Nextpower’s Q4 2026 earnings at $0.61 EPS, FY2026 earnings at $3.46 EPS, Q1 2027 earnings at $0.83 EPS, Q2 2027 earnings at $1.02 EPS, Q3 2027 earnings at $0.98 EPS and FY2027 earnings at $3.73 EPS.

Nextpower (NASDAQ:NXT) last issued its quarterly earnings results on Thursday, October 23rd. The company reported $1.19 EPS for the quarter, topping the consensus estimate of $0.98 by $0.21. The company had revenue of $905.27 million during the quarter, compared to analyst estimates of $839.53 million. Nextpower had a net margin of 17.08% and a return on equity of 35.05%. Nextpower has set its FY 2026 guidance at 4.040-4.250 EPS.

Several other equities research analysts have also recently issued reports on NXT. The Goldman Sachs Group lifted their price objective on Nextpower from $89.00 to $125.00 and gave the stock a “buy” rating in a report on Monday, October 27th. Cowen reaffirmed a “hold” rating on shares of Nextpower in a research note on Friday, October 24th. Susquehanna boosted their price target on Nextpower from $76.00 to $100.00 and gave the stock a “positive” rating in a research report on Monday, October 13th. Northland Securities set a $111.00 price objective on Nextpower in a report on Tuesday. Finally, Barclays lifted their target price on shares of Nextpower from $92.00 to $105.00 and gave the stock an “overweight” rating in a research note on Monday, October 27th. Two investment analysts have rated the stock with a Strong Buy rating, sixteen have given a Buy rating and nine have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $98.43.

Nextpower Stock Up 2.2%

NXT stock opened at $91.17 on Thursday. Nextpower has a 52 week low of $36.06 and a 52 week high of $112.74. The firm has a 50-day simple moving average of $91.75 and a 200-day simple moving average of $77.49. The stock has a market capitalization of $13.53 billion, a P/E ratio of 23.68, a P/E/G ratio of 3.10 and a beta of 2.38.

Insider Transactions at Nextpower

In other Nextpower news, CAO David P. Bennett sold 33,725 shares of Nextpower stock in a transaction dated Thursday, December 11th. The shares were sold at an average price of $88.08, for a total transaction of $2,970,498.00. Following the transaction, the chief accounting officer directly owned 130,967 shares of the company’s stock, valued at $11,535,573.36. The trade was a 20.48% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CEO Daniel S. Shugar sold 47,743 shares of the stock in a transaction that occurred on Monday, November 17th. The shares were sold at an average price of $91.28, for a total transaction of $4,357,981.04. Following the completion of the sale, the chief executive officer directly owned 624,882 shares of the company’s stock, valued at approximately $57,039,228.96. This trade represents a 7.10% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 91,468 shares of company stock worth $8,246,979 in the last quarter. Company insiders own 0.56% of the company’s stock.

Institutional Inflows and Outflows

A number of large investors have recently added to or reduced their stakes in the business. Wealth Enhancement Advisory Services LLC increased its stake in Nextpower by 3.5% during the fourth quarter. Wealth Enhancement Advisory Services LLC now owns 14,919 shares of the company’s stock worth $1,365,000 after acquiring an additional 510 shares during the last quarter. Leibman Financial Services Inc. grew its holdings in shares of Nextpower by 3.4% during the 4th quarter. Leibman Financial Services Inc. now owns 18,069 shares of the company’s stock worth $1,574,000 after purchasing an additional 599 shares during the period. Park Avenue Securities LLC increased its position in shares of Nextpower by 20.3% during the 4th quarter. Park Avenue Securities LLC now owns 5,679 shares of the company’s stock worth $495,000 after purchasing an additional 960 shares during the last quarter. Union Bancaire Privee UBP SA raised its holdings in Nextpower by 147.9% in the 4th quarter. Union Bancaire Privee UBP SA now owns 32,671 shares of the company’s stock valued at $2,677,000 after buying an additional 19,493 shares during the period. Finally, GAMMA Investing LLC lifted its position in Nextpower by 18.0% in the fourth quarter. GAMMA Investing LLC now owns 4,698 shares of the company’s stock valued at $409,000 after buying an additional 717 shares during the last quarter. 67.41% of the stock is currently owned by institutional investors and hedge funds.

Nextpower News Summary

Here are the key news stories impacting Nextpower this week:

• Positive Sentiment: Northland Capmk upgraded NXT to a “Strong‑Buy” and raised multiple near‑term and FY2027 EPS forecasts (FY2027 raised notably to $3.73), signaling stronger expected earnings power and giving institutional validation to the name. Nextpower (NASDAQ:NXT) Upgraded at Northland Capmk
• Positive Sentiment: Northland also published updated quarterly/annual estimates (including a Q4 estimate and boosts to Q2/Q3 2027) that lift the near‑term earnings trajectory — an analyst-driven earnings re‑rating that tends to support higher multiples for growth names. Q4 Earnings Estimate for Nextpower Issued By Northland Capmk
• Positive Sentiment: Zacks highlights NXT’s strong history of earnings surprises and argues the company has the setup to beat estimates again, which reinforces short‑term upside risk to consensus EPS and supports investor confidence ahead of future reports. Why Nextracker (NXT) Could Beat Earnings Estimates Again
• Neutral Sentiment: A sector comparison piece weighs First Solar (FSLR) versus NXT for value investors — useful context for relative positioning but not an immediate catalyst. FSLR vs. NXT: Which Stock Is the Better Value Option?
• Neutral Sentiment: A Yahoo Finance piece asks whether investors should reassess NXT after a roughly 109% one‑year run, flagging valuation and mean‑reversion risk — a cautionary read that can temper exuberance but isn’t a direct operational update. Is It Time To Reassess Nextpower (NXT) After A 109% One Year Share Price Surge
• Negative Sentiment: Within the Northland note there are small downward tweaks — Northland trimmed FY2026 slightly and lowered its Q1‑2027 estimate — which introduces some near‑term forecast risk and suggests not all quarters are tracking higher. (Source: Northland estimates summarized by research outlets)

About Nextpower

Nextpower, formerly known as Nextracker, is traded on NASDAQ under the symbol NXT and is a leading provider of advanced solar tracking solutions for utility-scale and distributed energy projects. The company specializes in the design, engineering and manufacturing of single-axis tracker systems that optimize the capture of solar energy by following the sun’s trajectory throughout the day. Nextpower’s core hardware offerings aim to enhance energy yield, reduce balance-of-system costs and simplify installation and maintenance for downstream solar developers and operators.

In addition to its tracker hardware, Nextpower provides a suite of digital software and analytics tools to maximize asset performance.