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Added to YB: 2025-08-14

Pitch date: 2025-07-28

NXT [neutral]

Nextpower Inc.

+84.34%

current return

Author Info

No bio for this author

Company Info

Nextpower Inc. provides solar and energy technology solutions for utility-scale power plants in the United States and internationally.

Market Cap

$20.0B

Pitch Price

$65.65

Price Target

N/A

Dividend

N/A

EV/EBITDA

25.93

P/E

35.02

EV/Sales

5.30

Sector

Electrical Equipment

Category

growth

Show full summary:
Harry Qelm Baabsman Portfolio Holding: Nextracker Inc.

NXT (holding update): Solar tracking manufacturer w/ $2.7B revenue growing 20-30% when sector faltered. 10-20% margins, minimal debt ($145M vs $2.98B assets). Spun off from Flex, short public history limits position size to 5%. Systems boost panel output 25-40%. Entry point $40 in 2024-25.

Read full article (1 min)