3 models fit Nextpower Inc. Class A Common Stock and they disagree: 0 of 3 land within 15% of the average.
Two or more of our models back this value.
Discount(i)
Valued as a growth company: Discounted cash flow, P/E comparison, and EV/EBITDA comparison.
ACCE opinionNextpower Inc. Class A Common Stock (NXT)
Fair value (3 models)
$96.42
ACCE price target
$89.00
Rating
Undervalued
Horizon
12 months
Fair value published on 21 Oct 2026, 11:06 CEST; previously $144 since 15 Oct 2026, 00:00 CEST.
ACCE price target published on 26 Sept 2026, 00:00 CEST.
Rating published on 21 Oct 2026, 11:06 CEST.
Price used: $78.89 at the close on 23 Oct 2026, 22:00 CEST.
Models: Discounted cash flow, P/E comparison, and EV/EBITDA comparison.
Fair value: the average of the applicable valuation models (discounted cash flow, multiples, residual income, dividend discount, shareholder yield), each run on the latest financial statements and the market price shown. Opinion columns (fair value, target, rating) are shown apart from the data. Full methodology: acceinvestments.com/data/how-we-value-stocks
Conflicts of interest: The author holds no personal position in this security. General statement
Produced by ACCE Investments (acceinvestments.com)
Data
Price vs fair value
18.2% below
+22.2% to fair value
ACCE score
54
out of 100
Analysts
90% buy
29 covering
P/E
20.4x
forward 13.9x
1-year return
-12.7%
Dividend yield
0.00%
Nextpower Inc. Class A Common Stock in four questions
Plain answers, details below
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Overview
ACCE thesis
Nextpower makes solar tracker systems, the motorized racking that tilts utility-scale solar panels to follow the sun, along with the electrical and control hardware that goes with them. At a $13.6B market cap, trading at 22.9x trailing and 15.4x forward earnings, the stock is priced for steady execution rather than a growth story. Revenue is growing 8.2%, and a 27.2% return on equity alongside a 20.9% operating margin against a 23.0% gross margin suggests the business earns well above its gross line, which is the number to pressure-test. A 54/100 score and no index membership tell you the quantitative screen does not find this compelling yet, so the case for a deeper look rests on whether the tracker franchise can hold margins as utility-scale solar buildouts and pricing evolve.
⚠ Investor warnings · 3 flagsAI-assisted·How I use AI
high
Earnings growth deceleration
Earnings YoY +2.9% vs revenue +8.2% signals margin pressure or one-time items. 5y CAGR +26.6% shows historical strength, but recent momentum has stalled significantly.
high
Quality score collapse
ACCE Q score 81 is strong, but M (moat/competitive position) at 32 is severe weakness. Suggests durable advantage is eroding despite current profitability.
moderate
Insider selling without buying
Last 10 disclosures show $1.67M in sales and $0.00M in buys. Absence of insider conviction during a period of modest valuation support is a minor negative signal.
AI research notes
AI-assisted·How I use AIWritten Oct 11, 2026 · figures from 2026-06-30 · prices to Oct 23, 2026
Why it could do well
The company generates a 27.2% return on equity and 20.5% return on invested capital, well above cost of capital.
NXT beat earnings expectations by 37.5% in the latest quarter while maintaining a fortress balance sheet with 0.02 debt to equity.
Why it could disappoint
Revenue growth has decelerated to 8.2% year over year from a 26.6% five-year average, signaling a structural slowdown.
The stock price implies only 6.9% perpetual cash flow growth, leaving little room for disappointment or multiple compression.
At 22.3x trailing P/E with a 2.4% free cash flow yield, the market is pricing in sustained growth that recent results do not support.
Each chip shows the exact figure and where it comes from. A claim without a source is not published.
Next results
Oct 28, 2026
We update the fair value about 2 days after the results, once the new figures are filed.Add to calendarGoogle
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Valuation
INVESTOR
Where NXT's valuation models land
Price
$78.89
Model fair value
$96.42
Model range
$76.94 to $129
Fair value $96.42
Price $78.89
The price sits inside the model range.
Model
Fair value
Upside
Discounted cash flow
EV/EBITDA comparison
P/E comparison
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Quality
INVESTOR
Quality and conviction INVESTOR FEATURE
The full quality picture: a reason under every score, how the scores moved, and the conviction breakdown.
+A plain reason under every score
+Conviction breakdown and growth / value / quality / momentum scores