With the Trump administration back to the White House, investors believe that renewable energy will be a losing game under the policies of “drilling, child, drilling”. Trump’s efforts to cancel the Biden era policies, such as the authorization of electric vehicles (EV), assume that the subject of clean energy is condemned to Wall Street. On the contrary, general solar stocks began with strong gains, until the leaders of the computer and technology sector excelled. Some winners are not solar panels, but the devices that make them more efficient. Below are two solar stocks heating for apostasy in the industry.
Nextracker: Smart Solar tracking devices to make solar panels more efficient
Nextracker today
As of 02/3/2025 04:00 pm
- 52 weeks
- 30.93 dollars
▼
62.31 dollars
- P/E ratio.
- 12.37
- The target price
- $ 56.50
The weakness of the solar panels (photovoltaic panels) in one fixed position in fixed tilt systems is inefficient when the sun moves throughout the day.
To help improve energy production, Nextracker Inc. Nasdak: NXT Designed and manufactured smart solar trackers on the scale of the benefit that follows the sun throughout the day to increase energy capacity from solar panels by 20 % to 30 %.
They are the global market pioneer in smart solar energy trackers enhanced by the improved TrueCAPture tracking program.
A strong victory and raised with a swelling of accumulation to $ 4.5 billion
On January 28, 2025, Nextracker told Mali Q3 2025 EPS at a value of $ 1.03, which leads to the estimates of the unanimous analyst estimated at 45 cents. Revenue decreased by 4.4 % on an annual basis to $ 679 million, overcoming the unanimity estimates of 646.02 million dollars. The company increased its restrictions to $ 4.5 billion, driven by strong demand in all major areas with meaningful contributions from new products. Nextracker has expanded the manufacturing and supply chain to more than 70 partners who manage more than 90 facilities in 19 countries, with a total of 50 GB of capacity annually. The company also shipped the first 100 % of the locally produced solar followers.
Under sunny days, as the company raises instructions in the fiscal year 2025
Nextracker stocks today
$ 56.50
Moderate purchase
Based on 24 analyst classification
| High expectations | $ 69.00 |
|---|---|
| Average expectations | $ 56.50 |
| Low expectations | 41.00 dollars |
Nextracker stocks details
Nextracker raised the profitability of the public financial share to $ 3.75 to $ 3.95, an increase of the previous guide from $ 3.10 to $ 3.30, compared to $ 3.27. The company issued a revenue in 2025 in 2025, worth $ 2.8 billion to $ 2.9 billion, compared to $ 2.85 billion.
GAAP’s net income was raised from 467 million dollars to $ 497 million, an increase of previous expectations of $ 376 million to $ 408 million.
The profits were raised before interest, taxes, depreciation and modified consumption to 700 million dollars to 740 million dollars from 625 million dollars to 665 million dollars.
“In the quarter, we have successfully published many of our recently launched products and features, and expanding our totalable market. Ensuring that our solutions remain at the forefront of solar technology while leading value to stakeholders all over the world. “
Matriphery: a weak bet on solar energy tracking
Cover techniques today
Cover techniques
As of 02/3/2025 04:00 pm
- 52 weeks
- $ 5.15
▼
16.22 dollars
- The target price
- 11.19 dollars
While Nextracker is the dominant leader and the golden standard in solar energy trackers, Array Technologies Inc. Nasdak: Ari He stands as a strong summer.
The company’s sales are a third of Nextracker, but if Nextracker is any indication of the industry, Array can also participate in the height.
While the Nextracker seizures use independent rows with a balanced mechanical design, the Array’s Duratrack is designed with one axis tracker with a central motor system, which can be more expensive for the terrain.
The other side of the currency
Array Technologies today
11.19 dollars
Hold
Based on 24 analyst classification
| High expectations | 18.00 dollars |
|---|---|
| Average expectations | 11.19 dollars |
| Low expectations | 6.00 dollars |
Array Technologies
On November 7, 2024, Array Technologies told Q3 2025 EPS of 17 cents, overcoming the unanimity estimates of 4 cents.
Revenue decreased by 34 % year on an annual basis to 231.41 million dollars, missing the consensus estimates of $ 232.69 million.
Its accumulation was $ 2 billion, with 20 % of Omnitrack orders.
The interview and delay are some opposite winds in the United States, but the financing environment improves in 2025.
Array Technologies has released the negative side of the Fiscal 2025 EPS from 60 cents to 65 cents for consensus estimates of 68 cents.
Revenues are expected to range between 900 million dollars to 920 million dollars, compared to 945.06 million dollars.
Shams resistant to tariffs made in America
The CEO of Array Technologies Kevin Hostetler has repeated their commitment to production in the United States. Our high stability pipeline is still strong, and we are greatly encouraged by the general momentum at work, “this makes solar traches to tariffs mainly under Trump’s tariff.
Before you think about Nextracker, you will want to hear it.
Marketbeat follows the best research analyst at Wall Street, the best performance in Wall Street and the stocks they recommend to their customers on a daily basis. Marketbeat has selected the five shares whom the top analysts are quietly whispered to their customers to buy now before wiping the broader market … Nextracker was not in the list.
While Nextracker currently has a “moderate purchase” classification among analysts, analysts from senior exporters believe that these five stocks buy better.
Show the five stocks here
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