Nextracker Inc. (NXT) reported fourth-quarter 2026 results.
Key income statement highlights:
Cash flow and balance sheet highlights:
Against analyst expectations, revenue came in above the estimate of $835.2 million and diluted EPS beat the estimate of 0.93. The stock moved 8.06% since market close.
Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.
Nextracker Inc. Insider Trading Activity
Nextracker Inc. insiders have traded $NXT stock on the open market 17 times in the past 6 months. Of those trades, 0 have been purchases and 17 have been sales.
Here’s a breakdown of recent trading of $NXT stock by insiders over the last 6 months:
- DANIEL S SHUGAR (Chief Executive Officer) has made 0 purchases and 12 sales selling 147,091 shares for an estimated $14,641,756.
- DAVID P BENNETT (Chief Accounting Officer) sold 33,725 shares for an estimated $2,970,498
- WILLIAM D WATKINS has made 0 purchases and 2 sales selling 15,000 shares for an estimated $1,511,370.
- CHARLES D BOYNTON (Chief Financial Officer) has made 0 purchases and 2 sales selling 9,000 shares for an estimated $854,010.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
Nextracker Inc. Hedge Fund Activity
We have seen 322 institutional investors add shares of Nextracker Inc. stock to their portfolio, and 301 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- FMR LLC added 10,648,300 shares (+162.3%) to their portfolio in Q4 2025, for an estimated $927,573,413
- ROYAL LONDON ASSET MANAGEMENT LTD added 1,558,511 shares (+inf%) to their portfolio in Q1 2026, for an estimated $179,298,897
- ALLIANCEBERNSTEIN L.P. added 1,427,790 shares (+367.0%) to their portfolio in Q4 2025, for an estimated $124,374,786
- MACQUARIE GROUP LTD removed 991,499 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $86,369,477
- RENAISSANCE TECHNOLOGIES LLC removed 913,408 shares (-95.0%) from their portfolio in Q4 2025, for an estimated $79,566,970
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 853,929 shares (-75.8%) from their portfolio in Q4 2025, for an estimated $74,385,755
- DIMENSIONAL FUND ADVISORS LP removed 728,262 shares (-30.9%) from their portfolio in Q1 2026, for an estimated $83,782,901
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
Nextracker Inc. Analyst Ratings
Wall Street analysts have issued reports on $NXT in the last several months. We have seen 3 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Needham issued a "Buy" rating on 01/29/2026
- Keybanc issued a "Overweight" rating on 01/28/2026
- Wells Fargo issued a "Overweight" rating on 01/28/2026
To track analyst ratings and price targets for Nextracker Inc., check out Quiver Quantitative's $NXT forecast page.
Nextracker Inc. Price Targets
Multiple analysts have issued price targets for $NXT recently. We have seen 10 analysts offer price targets for $NXT in the last 6 months, with a median target of $137.0.
Here are some recent targets:
- Ben Kallo from Baird set a target price of $133.0 on 04/28/2026
- Biju Perincheril from Susquehanna set a target price of $136.0 on 04/09/2026
- Christine Cho from Barclays set a target price of $123.0 on 04/07/2026
- Julien Dumoulin-Smith from Jefferies set a target price of $138.0 on 03/17/2026
- Gordon L. Johnson from GLJ Research set a target price of $147.33 on 03/16/2026
- Sean Milligan from Needham set a target price of $138.0 on 01/29/2026
- Sophie Karp from Keybanc set a target price of $142.0 on 01/28/2026
