13FGuru
Sign in with Google Sign in with Discord

NASDAQ · Industrials

NEXTRACKER INC NXT

Nextpower Inc. provides solar and energy technology solutions for utility-scale power plants in the United States and internationally. It offers tracking solutions, including NX Horizon, a solar tracking solution; NX Horizon-XTR, a terrain-following tracker to expand the addressable market for trackers on sites with sloped, uneven, and challenging terrain; NX Horizon Hail Pro adds automatic stowing using weather service information; and NX Horizon Low Carbon, a solar tracker solution with a reduced carbon footprint.

Sources StockAnalysis company profile stockanalysis.com
Industrial Machinery/Components

Company profile

Business mix

  • It offers tracking solutions, including NX Horizon, a solar tracking solution; NX Horizon-XTR, a terrain-following tracker to expand the addressable market for trackers on sites with sloped, uneven, and challenging terrain.
  • The company also provides TrueCapture, an energy yield management system that addresses power production shortfalls.
  • It serves engineering, procurement, and construction firms, as well as solar project developers and owners.
  • The company was formerly known as Nextracker Inc. and changed its name to Nextpower Inc. in November 2025.

Current key questions

  • Can demand for the company's products and platforms keep growing within solar?
  • How durable are margins as product cycles, R&D spending, cloud or AI investment, and competition change?
  • Does customer concentration, switching cost, or ecosystem control support long-term pricing power?
Holders 1 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 34.26 FCF 2.6% Buyback -2.3%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Bridgewater Associates Ray Dalio 0.1% $30.3M 2026-03-31

Recent trading changes over the last 4 quarters

Last 1 quarters Last 2 quarters Last 3 quarters Last 4 quarters
Net buyers 0 Last 4 13F filing periods
Net reducers 1 Last 4 13F filing periods
Unchanged holders 1 Share count unchanged
Increase amount $0 Estimated from net added shares
Reduction amount $366,110 Estimated from net reduced shares
Net share change / base shares -1.2% -3,037 / 254,733
Bridgewater Associates Ray Dalio 1 filing periods
13F 2026-03-31 Filed 2026-05-15
Minor reduction Shares -1.2% 13F value change +$8.2M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 254,733 Last 4 periods -3,037 (-1.2%) Total shares 251,696 Value $30.3M
Sachem Head Capital Management Scott Ferguson 3 filing periods
13F 2025-03-31 Filed 2025-05-15
New Shares - 13F value change +$125.5M
13F 2025-06-30 Filed 2025-08-14
Major reduction Shares -74.8% 13F value change -$84.7M
13F 2025-09-30 Filed 2025-11-14
Sold out Shares -100.0% 13F value change -$40.8M
Settlement As of 13F 2025-09-30 · Filed 2025-11-14
Base shares 0 Last 4 periods +0 (New) Total shares 0 Value $0

Recent mentions

No public mentions.