Nextpower: Going Beyond Trackers, Risks, And The Potential Rewards
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WideAlpha6.13K FollowersFollow5ShareSavePlay(10min)CommentsSummaryNextpower is expanding from solar trackers into a broader utility-scale solar platform, aiming to triple project revenue per customer.NXT's transformation includes AI-driven optimization, autonomous cleaning robots, and a future push into power conversion and BESS optimization, widening its competitive moat.Management guides for FY2030 revenue of $4.8–$5.6 billion, with non-tracker sales expected to rise from 13% to 32% of total revenue.While NXT trades above historical valuation multiples, the platform shift and strong balance sheet justify a reasonable, though no longer bargain, valuation. zhongguo/E+ via Getty Images [...] not that type of competition which counts but the competition from the new commodity, the new technology, the new source of supply, the new type of organization … which strikes not at the margins of the profits and the This article was written byWideAlpha6.13K FollowersFollowFin-tech startup leveraging machine learning technology to discover investing opportunities and to generate growth-optimal portfolios. Publisher of the WideAlpha AI-Selected Index, which has markedly outperformed its benchmark.Analyst’s Disclosure:I/we have a beneficial long position in the shares of NXT either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. The information contained herein is for informational purposes only. Nothing in this article should be taken as a solicitation to purchase or sell securities. Before buying or selling shares, you should do your own research and reach your own conclusion or consult a financial advisor. Investing includes risks, including loss of principal.Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.Recommended For You