--- title: "Nextracker’s Solar Surge: Will It Shatter Its All-Time High?" description: "Nextracker is poised for record-high stock prices in 2025, driven by strong demand and the recent acquisition of Bentek, which enhances its product offerings. The company reported $924 million in reve" type: "news" locale: "en" url: "https://longbridge.com/en/news/240705367.md" published_at: "2025-05-18T11:15:00.000Z" --- # Nextracker’s Solar Surge: Will It Shatter Its All-Time High? > Nextracker is poised for record-high stock prices in 2025, driven by strong demand and the recent acquisition of Bentek, which enhances its product offerings. The company reported $924 million in revenue for FQ4, a 25.4% increase YOY, and a backlog exceeding $4.5 billion. Analysts maintain a Moderate Buy consensus, with price targets clustered around $60-$65, indicating potential for new highs. Despite some risks, including short selling, institutional support remains strong, owning 67% of the stock. Nextracker's financial health is solid, ending the year debt-free with significant cash flow and equity growth. Headwinds and hurdles aside, Nextracker’s NASDAQ: NXT stock price’s next move is a push to new highs. The company’s product is in demand, demand drives business, and business is good. The critical detail from the FQ4 report is the **acquisition of Bentek**. Bentek expands Nextrackers' offerings into the **eBOS (electrical balance of systems)** markets, which include the balance of equipment and components required to install and operate Nextrackers’ sun-tracking solar panel platforms. Bentek will continue offering a standalone product to the energy industry but shift gears into **specialized packages optimized** for Nextracker platforms. The benefit to the business and investors is that Nextracker has made buying and deploying its systems easier, and it is already leading the industry. ## Nextracker Rises After Beat-and-Raise Report: Forecasts Acceleration in 2026 Nextracker had a solid quarter and is guiding for strength in Q1 F2026. The company’s **$924 million in revenue is up 25.4%** compared to last year and **outpaced the consensus estimate by 1100 basis points**. The strength was driven by new products, including the **Hail-Pro line**, which protects solar panels by tilting them during hail events. Other significant details include the **record-setting result**, another **quarterly increase in backlog**, the **backlog of more than $4.5 billion**, and exceeding the booking guidance. Margin is also critical; this solar company is **profitable** and has **widened its margins** in F2025, and it drives **significant free cash flow**. The **adjusted earnings are up about 35% year-over-year (YOY)**, about 1100 bps hotter than the revenue growth, and 3000 bps better than MarketBeat’s reported consensus with **free cash flow of $622 million** for the year, about 20% of the full-year revenue. The guidance for F2025 is equally bright, with **revenue expected to grow about 30% YOY** and margins to remain resilient. Although there is some risk of tariff impacts, the company can produce **100% domestic product** and is working to ramp it up. **Nextracker's balance sheet** is among the reasons why this is a **best-in-class solar stock**. The company’s **cash flow allowed it to pay off its minimal debt and end the year debt-free**. Other year-end details include a **significant increase in cash, current and total assets, and equity**. Equity rose by **65% in 2025** and will likely continue to increase over time. The acquisition of Bentech will impact upcoming quarters, but the negatives will be **minimal and short-lived**. ## Analysts Respond Favorably: Nextracker Indicated to Hit New Highs in 2025 The analyst response was mixed, including a single **downgrade from Fox Advisors**. They downgraded the stock from Overweight to Equal Weight, but the move is offset by the remainder of the activity tracked by MarketBeat. Of 23 analysts, the consensus remains a **Moderate Buy**, with all raising their **price targets**, most clustering in the **$60–$65 range**. Although the $60 aligns with the mid-May highs and potential resistance at the existing all-time highs, the high-end has an **8% upside sufficient to set a new high**. The market can continue to rally in that scenario and may **rise as much as $30**, an amount equal to the magnitude of the 2024/2025 trading range. Risks to the NXT **share price outlook** include dilution and **short selling**. However, the dilution in F2025 was **minimal and only increased the count by 1.3%**. That is expected again in 2026 due to **share-based compensation**. **Short interest is more of a concern at 6%**; however, it is mitigated by factors including a **downtrend in short interest** and an **uptrend in institutional buying**. Short interest has trended steadily lower since early 2024, and institutional buying has been increasing. The institutions **own about 67% of the stock** and strongly support price action in 2025. ## Should You Invest $1,000 in Nextracker Right Now? Before you consider Nextracker, you'll want to hear this. MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and Nextracker wasn't on the list. While Nextracker currently has a Moderate Buy rating among analysts, top-rated analysts believe these five stocks are better buys. View The Five Stocks Here ### Related Stocks - [NXT.US - Nextpower](https://longbridge.com/en/quote/NXT.US.md) ## Related News & Research | Title | Description | URL | |-------|-------------|-----| | Nextpower｜8-K：2026 财年 Q3 营收 9.09 亿美元超过预期 | | [Link](https://longbridge.com/en/news/273891260.md) | | 美股夜盘异动：Nextpower 夜盘涨 8.47%，内部人士减持引发市场信心担忧，分析师仍看好长期潜力 | Nextpower 夜盘涨 8.47%；Vertiv 夜盘涨 0.34%，成交额达到 72.98 万美元；伊顿夜盘涨 0.91%，成交额达到 37.8 万美元；Fluence Energy 夜盘涨 0.16%，成交额达到 36.71 万美元 | [Link](https://longbridge.com/en/news/274769909.md) | | 安联资产管理有限公司增持了 Nextpower Inc. $NXT 的股份 | 安联资产管理公司在第三季度将其在 Nextpower Inc.（纳斯达克代码：NXT）的持股增加了 938%，目前持有 794,538 股，价值约为 5880 万美元。其他机构投资者也增加了他们的持股。内部交易方面，董事 William D | [Link](https://longbridge.com/en/news/274978604.md) | | NextPower 公司董事 William D. Watkins 报告出售普通股 | 威廉·D·沃特金斯，NextPower Inc. 的董事，报告了普通股的出售。完整的文件可以通过提供的链接获取。此消息由公共技术公司生成，仅供参考，不应被视为财务或法律建议。NextPower Inc. 于 2026 年 2 月 2 日通过 | [Link](https://longbridge.com/en/news/274579423.md) | | Nextpower Inc.的 SEC 10-Q 季度报告 | Nextpower Inc. 发布了其 10-Q 表格报告，展示了截至 2025 年 12 月 31 日的三个月内强劲的财务表现。收入达到 9.094 亿美元，同比增长 34%，净收入为 1.312 亿美元，增长 12%。美国市场占收入的 | [Link](https://longbridge.com/en/news/274363288.md) | --- > **Disclaimer**: This article is for reference only and does not constitute any investment advice.