UBS Maintains Buy Rating for Nextracker, Raises PT to $75 from $71
ByAinvest
Thursday, Jul 31, 2025 9:51 am ET1min read
BAC--
On Tuesday, July 29, 2025, Nextracker reported earnings per share (EPS) of $1.05, beating the consensus estimate of $1.03 by $0.02. The company also updated its FY 2026 EPS guidance to a range of $3.960-$4.270, compared to the previous consensus estimate of $3.908. Additionally, Nextracker provided revenue guidance of $3.2 billion-$3.5 billion, exceeding the consensus estimate of $3.3 billion.
UBS's positive outlook is supported by the company's robust net margin of 17.21% and return on equity of 38.87%. The investment bank also highlights Nextracker's strong institutional ownership, with 67.41% of the stock held by institutional investors. Furthermore, recent insider trading data shows that insiders have sold a significant portion of their shares, indicating a potential shift in ownership.
Several analysts have weighed in on Nextracker's stock, with a mix of ratings and price targets. Guggenheim downgraded the stock from a "buy" to a "neutral" rating, while Piper Sandler reaffirmed an "overweight" rating. Robert W. Baird, Goldman Sachs, and Bank of America have all raised their price targets, with Robert W. Baird increasing its PT to $76.00 and Goldman Sachs raising its PT to $68.00.
Nextracker's stock has been trading at $64.90, down $0.51 from its previous close. The company's market capitalization stands at $9.49 billion, with a price-to-earnings ratio of 18.70 and a beta of 2.25. The stock has a 50-day moving average of $59.75 and a 200-day moving average of $49.71.
UBS's positive rating and increased price target reflect the investment bank's confidence in Nextracker's ability to navigate the solar industry's headwinds and deliver strong financial performance in the coming years. Investors should closely monitor the company's progress and consider the latest earnings guidance and analyst ratings when making investment decisions.
References:
[1] https://www.marketbeat.com/instant-alerts/nextracker-nasdaqnxt-posts-quarterly-earnings-results-beats-expectations-by-002-eps-2025-07-29/
[2] https://www.marketscreener.com/news/meta-ubs-gives-a-buy-rating-ce7c5fdcd088f427
[3] https://www.marketbeat.com/instant-alerts/nextracker-nasdaqnxt-releases-fy-2026-earnings-guidance-2025-07-29/
GS--
META--
NXT--
PIPR--
UBS Maintains Buy Rating for Nextracker, Raises PT to $75 from $71
UBS has maintained its Buy rating for Nextracker (NASDAQ:NXT) and raised its price target (PT) to $75 from $71. This update comes amidst the company's strong financial performance and positive earnings guidance for fiscal year 2026.On Tuesday, July 29, 2025, Nextracker reported earnings per share (EPS) of $1.05, beating the consensus estimate of $1.03 by $0.02. The company also updated its FY 2026 EPS guidance to a range of $3.960-$4.270, compared to the previous consensus estimate of $3.908. Additionally, Nextracker provided revenue guidance of $3.2 billion-$3.5 billion, exceeding the consensus estimate of $3.3 billion.
UBS's positive outlook is supported by the company's robust net margin of 17.21% and return on equity of 38.87%. The investment bank also highlights Nextracker's strong institutional ownership, with 67.41% of the stock held by institutional investors. Furthermore, recent insider trading data shows that insiders have sold a significant portion of their shares, indicating a potential shift in ownership.
Several analysts have weighed in on Nextracker's stock, with a mix of ratings and price targets. Guggenheim downgraded the stock from a "buy" to a "neutral" rating, while Piper Sandler reaffirmed an "overweight" rating. Robert W. Baird, Goldman Sachs, and Bank of America have all raised their price targets, with Robert W. Baird increasing its PT to $76.00 and Goldman Sachs raising its PT to $68.00.
Nextracker's stock has been trading at $64.90, down $0.51 from its previous close. The company's market capitalization stands at $9.49 billion, with a price-to-earnings ratio of 18.70 and a beta of 2.25. The stock has a 50-day moving average of $59.75 and a 200-day moving average of $49.71.
UBS's positive rating and increased price target reflect the investment bank's confidence in Nextracker's ability to navigate the solar industry's headwinds and deliver strong financial performance in the coming years. Investors should closely monitor the company's progress and consider the latest earnings guidance and analyst ratings when making investment decisions.
References:
[1] https://www.marketbeat.com/instant-alerts/nextracker-nasdaqnxt-posts-quarterly-earnings-results-beats-expectations-by-002-eps-2025-07-29/
[2] https://www.marketscreener.com/news/meta-ubs-gives-a-buy-rating-ce7c5fdcd088f427
[3] https://www.marketbeat.com/instant-alerts/nextracker-nasdaqnxt-releases-fy-2026-earnings-guidance-2025-07-29/
Stay ahead of the market.
Get curated U.S. market news, insights and key dates delivered to your inbox.
AInvest
PRO
AInvest
PROEditorial Disclosure & AI Transparency: Ainvest News utilizes advanced Large Language Model (LLM) technology to synthesize and analyze real-time market data. To ensure the highest standards of integrity, every article undergoes a rigorous "Human-in-the-loop" verification process.
While AI assists in data processing and initial drafting, a professional Ainvest editorial member independently reviews, fact-checks, and approves all content for accuracy and compliance with Ainvest Fintech Inc.’s editorial standards. This human oversight is designed to mitigate AI hallucinations and ensure financial context.
Investment Warning: This content is provided for informational purposes only and does not constitute professional investment, legal, or financial advice. Markets involve inherent risks. Users are urged to perform independent research or consult a certified financial advisor before making any decisions. Ainvest Fintech Inc. disclaims all liability for actions taken based on this information. Found an error?Report an Issue
Comments
No comments yet