Nextracker (NXT) has recently been on Zacks.com's list of the most searched stocks. Therefore, you might want to consider some of the key factors that could influence the stock's performance in the near future.Over the past month, shares of this solar energy equipment supplier have returned +5.9%, compared to the Zacks S&P 500 composite's +7.3% change. During this period, the Zacks Solar industry, which Nextracker falls in, has gained 10.9%. The key question now is: What could be the stock's future directio ...

The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price. Do they really matter, though? Before we discuss the reliability of brokerage recommendations and how to use them to your advantage, let's see what these Wall Street heavyweights think about Nextracker (NXT) . Nextracker currently has an average brokerage ...

Key Points Nextracker stock surges on solid results, indicating rising demand and another year of outperformance. Analysts are adjusting their price targets and see this stock rising at least 17% and possibly setting a new high. Surging profits and a rapidly improving balance sheet will drive value for shareholders. 5 stocks we like better than Nextracker Nextracker NASDAQ: NXT shares surged more than 10%, giving signs of bottoming and reversal that could return the market to its all-time highs. The surge i ...

财务数据和关键指标变化 - 公司第四季度收入达到737百万美元,同比增长40% [11] - 公司全年收入达到25亿美元,同比增长31% [13] - 公司第四季度调整后EBITDA达到160百万美元,同比增长120% [11][60] - 公司全年调整后EBITDA达到521百万美元,同比增长150% [13][64] - 公司第四季度调整后每股收益为0.96美元 [61] - 公司全年调整后每股收益为3.06美元 [64] - 公司第四季度自由现金流达到113百万美元,全年达到427百万美元 [65] 各条业务线数据和关键指标变化 - 公司美国业务收入占比68%,国际业务收入占比32% [62][38] - 公司美国和国际业务均实现了双位数的同比增长 [62] 各个市场数据和关键指标变化 - 公司第四季度国际业务收入达到242百万美元,同比增长近90% [12] - 公司已在近40个国家拥有跟踪器项目 [30] - 公司在欧洲、印度、澳大利亚、巴西等地实现了大额订单 [32][33] - 公司在6个新国家实现了订单,包括南非、哥伦比亚、匈牙利、新西兰、罗马尼亚和瑞典 [33] 公司战略和发展方向及行业竞争 - 公司已实现100吉瓦的跟踪器出货量,是美国第一家达到这一里程碑的公司 [16] - 公司已将全球供应链扩展到年产能50吉瓦,其中美国年产能超过30吉瓦 [17] - 公司推出了业内首款低碳跟踪器解决方案,碳足迹可降低35% [18] - 公司在过去两年内将研发投入翻倍,建立了第三个全球研发中心 [19] - 公司在全球5个地方建立了1000多名太阳能工人的培训学院 [20][21] - 公司认为其专利技术能为客户带来最低的平准化发电成本 [22] - 公司认为太阳能将成为未来10年内美国第一大能源来源 [24][27][28] 管理层对经营环境和未来前景的评论 - 公司认为太阳能是新电力装机的首选,行业前景良好 [24][28] - 公司认为其强劲的订单背景和过去5年30%的复合年增长率反映了良好的行业前景 [25] - 公司认为虽然存在一些项目层面的挑战,但整体市场仍保持强劲增长 [25][26] - 公司认为其技术和创新能力将支撑未来增长 [22][37][53] 问答环节重要的提问和回答 问题1 **Praneeth Satish 提问** 询问公司订单转化为收入的时间周期是否有变化 [82][83] **Howard Wenger 回答** 公司订单通常在2-8个季度内转化为收入,大部分在2-5个季度内 [83][104] 问题2 **Brian Lee 提问** 询问公司2025财年毛利率指引中45X税收抵免的影响 [106][107] **David Bennett 回答** 45X税收抵免是公司降低成本的一个因素,不会从2025财年提前到2024财年,2025财年的毛利率指引中已经包含了45X抵免的影响 [107][108][143] 问题3 **Vikram Bagri 提问** 询问公司是否已经在合同中与客户分享45X税收抵免 [121] **Daniel Shugar 回答** 大部分项目之前是基于10%左右的投资税收抵免,现在提高到30%-40%,这对开发商和业主来说是一个更大的利益 [123]

Key TakeawaysNextracker shares powered higher in extended trading Tuesday after the maker of solar tracking solutions posted quarterly earnings and revenue above Wall Street expectations.The company recorded a backlog of $4 billion in the 2024 fiscal year, driven by robust demand in U.S. and international markets.Monitor the $47 level, an area where the price encounters key overhead resistance from a horizontal line connecting three chart peaks over the past nine months. Nextracker (NXT) shares jumped nearl ...

Nextracker (NXT) came out with quarterly earnings of $0.96 per share, beating the Zacks Consensus Estimate of $0.59 per share. This compares to earnings of $0.21 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 62.71%. A quarter ago, it was expected that this solar energy equipment supplier would post earnings of $0.49 per share when it actually produced earnings of $0.96, delivering a surprise of 95.92%.Over the last four quar ...

Q4 FY24 Earnings Presentation May 14, 2024 ...

FY2024财务亮点 - FY2024财务亮点包括：营收达到25亿美元，同比增长31%[2]，调整后的EBITDA达到5.21亿美元，同比增长150%[2]，调整后的净收入达到4.51亿美元[2] - 全球累计发货量达到100吉瓦时，自公司成立以来[2] - Q4 FY2024财务亮点包括：营收达到7.37亿美元，同比增长42%[2]，调整后的EBITDA达到1.6亿美元，同比增长120%[2] FY2025年度指引 - FY2025年度指引包括：预计营收为28亿至29亿美元[2]，调整后的EBITDA为6亿至6.5亿美元[3] 财务数据 - 非GAAP毛利为222,248千美元，较上年同期的102,063千美元增长117.6%[12] - 非GAAP营业收入为166,245千美元，较上年同期的69,848千美元增长138.3%[12] - 非GAAP净收入为142,338千美元，较上年同期的55,899千美元增长154.1%[12] - 股票补偿费用为16,889千美元，较上年同期的29,204千美元下降42.2%[12] - 无形资产摊销费用为87千美元，较上年同期的62千美元增长40.3%[12] - 45X高级制造生产税收抵免供应商回扣为121,405千美元[12] - 非GAAP调整后的EBITDA为159,623千美元，较上年同期的72,510千美元增长120.1%[12] - 非GAAP毛利率为30.2%，较上年同期的19.7%提高10.5个百分点[12] - 非GAAP调整后的每股稀释收益为0.96美元，较上年同期的0.02美元增长4600%[12] 股票补偿费用 - 股票补偿费用主要包括对员工授予的未归属限制股单位和股票期权的估计公允价值的非现金费用[15]

Looking for a stock that has been consistently beating earnings estimates and might be well positioned to keep the streak alive in its next quarterly report? Nextracker (NXT) , which belongs to the Zacks Solar industry, could be a great candidate to consider.This solar energy equipment supplier has an established record of topping earnings estimates, especially when looking at the previous two reports. The company boasts an average surprise for the past two quarters of 93.55%.For the last reported quarter, ...

Investors are always looking for stocks that are poised to beat at earnings season and Nextracker Inc. (NXT) may be one such company. The firm has earnings coming up pretty soon, and events are shaping up quite nicely for their report.That is because Nextracker is seeing favorable earnings estimate revision activity as of late, which is generally a precursor to an earnings beat. After all, analysts raising estimates right before earnings — with the most up-to-date information possible — is a pretty good ind ...