NXT Nextpower Inc.

$NXT Will a raised $4.2–4.45B revenue outlook outweigh a gross margin that fell to 31.1% from 35.9%? 🏢 Nextpower, the Fremont maker of solar trackers and power-plant equipment, was worth about $12.51B at $83 a share at 16:00 ET on October 28, 2026, and it posted record fiscal Q2 revenue of $1,109M, up about 22.5% from $905M a year earlier 🏆 Even as GAAP gross margin fell to 31.1% from 35.9% in Q1, record bookings pushed backlog above $6B and the quarter produced about $135M of adjusted free cash flow; over six months the company spent $162M on buybacks and $132M of cash, net of cash acquired, on acquisitions, closed the roughly €230M Zimmermann deal with no stock or earnout, and ended with $1.03B of cash and no debt 📅 Next: Capital Markets Day in Las Vegas on November 16, where management will lay out its long-term strategy and financial framework Source: SEC 8-K and Q2 FY27 press release, Oct 28

$NXT Both Array Technologies #ARRY and Nextpower #NXT are exceptionally well-positioned to thrive in 2027, driven by massive utility-scale electricity demand, secure domestic/global manufacturing footprints, and strong policy tailwinds.

$NXT They (you know who they are) are doing everything they can to keep a lid on this stock to buy shares on the cheap. This should have been flying today (the implied volatility move was about 15-16% for today) but they managed to keep it down, with every attempt to go up being sold into. Never mind, I will be patient and wait for $125-$135.

$NXT Another solid earnings beat. You know how The Street loves its margins though. Think we drift up slowly to EOY

$NXT reported earnings after the close: EPS of $1.31 vs. $1.10 estimated, a beat of 19.1%. I used Stock Meadow to review the results. What do you think?

$NXT reports earnings tomorrow after the close. I’m bullish heading into the report: NXT has beaten EPS estimates in 8 of its last 8 reports, according to Stock Meadow. Analysts expect EPS of $1.10. What are you watching for?

$NXT why does the narrative against solar keep getting worse. When are interest rates done being 'priced in'. The solar stocks are acting like we're not going to need more energy from everywhere.

$NXT This company keeps building a bull case. I'm no bot pumper, but when I can scrape together 90 dollars, I buy a share at these prices.

$NXT blew it out water this quarter! The energy grid will see exponential growth in 2027 & beyond. #ARRY and #NXT are perfectly positioned to meet this massive demand both in the US and globally ⚡️🌎🌐☀️ #BTC #NVDA #ETC #AI #GOOG #MSFT

$NXT Almost all the analysts who commented today have done price target cut. This is a pretty good earnings report and they beat in all metrics except the margin compression. I thought this should fly today. Little disappointed in the price action

$NXT Their business is flourishing and revenue is growing exponentially! AI data center boom and energy will not stop growing. This proves more and more that #ARRY is UNDERVALUED on every metric and will be getting a rerating very soon. No sells and the general consensus is a BUY!

$NXT pretty solid. Growing expenses are a part of the game with revenue growth plus expansion

$NXT Q2 '27 Earnings Results & Recap • Reported GAAP EPS of $1.31 up 10.08% YoY • Reported revenue of $1.11B up 22.54% YoY • Nextpower updated FY2027 outlook to revenue of $4.2 to $4.45B, GAAP net income of $559 to $598M, adjusted EBITDA of $890 to $940M, and adjusted diluted EPS of $4.61 to $4.87.

$NXT reports earnings today after the close. I’m bullish heading into the report: NXT has beaten EPS estimates in 8 of its last 8 reports, according to Stock Meadow. What are you watching for?

$NXT Great to see shorties pilling up here... I have no advice to give them but I know that I would not want to be short $NXT at this level....

Truist Securities reiterated Buy ratings on five clean-energy stocks ahead of the sector’s earnings season, citing favorable long-term demand prospects. The firm expects the U.S. to add approximately 38 GWac of utility-scale solar capacity annually through 2030, alongside 26 GW of energy-storage capacity each year. Investors are focused on execution, rising electricity demand, interest-rate impacts, and companies’ ability to translate expanding market opportunities into revenue growth and margin expansion. Nextpower: Truist expects fiscal Q2 2027 revenue of $1.1 billion, 5% above consensus and up 22% year over year, including approximately $82.5 million from Prevalon. Investors are also watching the company’s November 16 Capital Markets Day, where management is expected to update its fiscal 2030 outlook. Key areas of interest include integration progress, cross-selling opportunities, and the margin implications of its broader product portfolio. $NXT

$NXT been watching for a while. Might be time to nibble if the Democrats get into power and then two years from now, which seems like an eternity, take a position if the Democrats win the presidency off to the fucking moon, baby. Or should I say the sun🌞

Anvesti closed a long position $NXT 🟢 +0.40% $79.86 → $80.18 Model: ml_model_v3 · Score: 76.6 Reason: Earnings Protection · 30 days

Anvesti closed a long position $NXT 🟢 +0.40% $79.86 → $80.18 Model: ml_model_v3 · Score: 76.6 Reason: Earnings Protection · 30 days

🟢 $NXT 80C Nov 20 💰 $230,700 premium 💵 $0/contract 📊 4.54x Vol/OI 📍 Spot $79.16 💰 Large premium | 🚨 Repeat sweep 🌊 Dark Flow | Options Flow