Midterm election results are reshaping sector sentiment, putting Nextpower, Centene & AI infrastructure companies in focus amid shifting policy expectations.
Nextpower's revenue has re-accelerated from $635.6M in 2025Q2 to $1.1B in 2027Q2, supported by a backlog reportedly above $6 billion and deferred revenue rising from $319.3M to $514.6M, which suggests demand visibility is building.
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue grew to $1.1B in 2027Q2 with diluted EPS of $1.08, yet gross margin of 31.1% and operating margin of 18.7% sit below the 35.2% and 22.4% levels seen in 2025, suggesting limited operating leverage as the business scales.
Nextpower Inc. highlighted its solar tracker technologies and role in large-scale projects, showcasing its leadership in the solar industry.
The company's upcoming Q3 fiscal 2026 results and consistent cash generation underscore its strong financial health and operational efficiency.
Nextpower's rebrand from Nextracker and expansion into an integrated power-technology platform signal growth beyond solar trackers, including utility-scale power conversion systems.
Trailing total returns as of 11/8/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q4 2026Latest Oct 28, 2026 | $1.31+19.1% vs $1.10 | $1.1B+4.2% vs $1.1B |
Q3 2026 Jul 30, 2026 | $1.20+14.3% vs $1.05 | $935M-0.0% vs $935M |
Q2 2026 May 12, 2026 | $1.05+13.8% vs $0.92 | $881M+6.6% vs $826M |
Q1 2026 Jan 27, 2026 | $1.10+18.3% vs $0.93 | $909M+11.5% vs $815M |
Midterm election results are reshaping sector sentiment, putting Nextpower, Centene & AI infrastructure companies in focus amid shifting policy expectations.
On CNBC's “Mad Money Lightning Round,” Jim Cramer said he doesn't like BigBear.ai Holdings, Inc. (NYSE:BBAI) as it is “losing a lot of money.”
Nextpower (NXT) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.

Nextpower Inc. (NASDAQ:NXT), an energy technology provider, shares climbed Tuesday after GLJ Research raised its price target, extending momentum from the company's recent earnings beat and higher fiscal 2027 outlook.

Benchmark NXT against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Nextpower Inc. (NXT)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $104.91 | $15.91B | 26.36 | 20.28% | 15.98% | 25.29% | — | |
| $5.86 | $901.42M | -8.12 | 40.22% | -9.91% | -39.51% | — | |
| $10.08 | $1.69B | 45.32 | 19.07% | 5.84% | 6.16% | — | |
| $5.27 | $692.77M | -9.00 | -16.15% | -3.07% | -16.79% | — | |
| $2.52 | $22.57M | -0.31 | 8.08% | -49.37% | — | — | |
| $28.47 | $3.76B | 42.40 | 10.72% | 7.49% | 7.87% | — |
Nextpower Inc. (NXT) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Nextpower Inc. (NXT) SEC filings — annual & quarterly reports (10-K, 10-Q)
Oct 28, 2026·SEC
Jul 30, 2026·SEC
Jun 22, 2026·SEC
Get notified when NXT posts new earnings or crosses analyst targets
Free. No account needed. Unsubscribe any time.
Nextpower Inc. (NXT) stock FAQ — growth, dividends, profitability & financials explained
Nextpower Inc. (NXT) reported $3.83B in revenue over the trailing twelve months. Revenue was $3.56B in fiscal year 2026. That is 439% more than the $660.7M of fiscal year 2019.
Nextpower Inc. (NXT) grew revenue by 13.7% over the trailing twelve months, compared with the twelve months before.
Yes. Nextpower Inc. (NXT) earned $612.6M in net income over the trailing twelve months (a 16.0% net margin).
Nextpower Inc. (NXT) had a return on equity (ROE) of 25.3% over the trailing twelve months. That is well above the market's typical 10-15%.
Nextpower Inc. (NXT) generated $514.3M in free cash flow over the trailing twelve months.