Nextpower

Nextpower reported adjusted earnings per share of US$1.20 for Q1 of fiscal 2027 (consensus US$0.70) and revenue of US$935m (consensus US$637.71m). Adjusted gross margin rose to 37%, and the order backlog grew to over US$5.5bn, including US$300m in energy storage. The company completed the acquisition of inverter assets from Zigor/Apex Power and holds more than US$1.2bn in cash with no debt; Truist raised its price target to US$145 and reiterated a “Buy”. Despite a slightly below‑consensus full‑year outlook for adjusted EPS (mean US$4.58 vs. consensus US$4.72), the stock climbed about 11.9% in premarket trading. » Więcej na de.investing.com

Nextpower has signed a binding acquisition agreement for the Zimmermann PV‑Steel Group; the purchase price is up to €330 million in cash and shares (approx. $378m). The acquisition expands Nextpower’s product lines by four categories, opens up around 15 additional countries and is expected to provide access to an existing customer base with over 20 GW of installed capacity. After closing, Nextpower expects an annual revenue contribution of about €300 million and an adjusted EBITDA of roughly €45 million; completion is expected in H2 of fiscal 2027 (Q4/2026–Q1/2027). The business will continue to operate as “Zimmermann PV, a company of Nextpower” to ensure continuity for customers and employees. » Więcej na finanzen.net

Nextpower reported EPS of $1.05 for the fourth quarter of 2026 (12.9% above expectations) and revenue of $881 million, about 6.2% above forecasts. Adjusted EBITDA was $202 million (margin 23%) and free cash flow for the fiscal year was $514 million. Strong U.S. business performance, the TrueCapture segment and a high order backlog support the outlook; the company expects rising quarterly EPS in 2027 between $1.19 and $1.31. Despite higher logistics costs and geopolitical risks, the stock rose 1.38% in after-hours trading to $128. » Więcej na de.investing.com

Nextpower shares are trading at a record high of $131.37, well above the 52-week high of $112.74; the one-year return is 167.31%. With a market capitalization of $15.72 billion and a P/E ratio of 27.77, the company is highly valued, but InvestingPro points to possible overvaluation. Nextpower beat expectations in Q3 fiscal 2026 with EPS of $1.10 (expected $0.70) and revenue of $909 million (expected $745.13 million), after which JPMorgan, UBS and KeyBanc raised price targets and/or upgraded their ratings. » Więcej na de.investing.com

Nextracker announces it will rebrand as Nextpower and broaden its offering beyond solar tracking systems to include utility‑scale power conversion systems, with first deliveries scheduled for 2026. The company will keep the NASDAQ ticker NXT and aims for revenue of $4.8–5.6 billion by fiscal 2030, with roughly one third of sales expected to come from sources other than tracking. Nextpower highlights its ten years of market leadership in trackers and reports revenue growth from $1.9 billion (FY2023) to $3.4 billion in the twelve months through September 2025. » Więcej na de.investing.com