$NXT

2 theses

bullish 100%neutral 0%bearish 0%

Avg return (3m)

-16.6%

Win rate (3m)

0% (1 resolved)

1d 3d 1w 1m 3m 6m 1y

Past performance does not predict future results. Informational only, not investment advice.

Recent theses

Prices delayed ~15 min · refreshed 29m ago

$NXTr/ValueInvestingStock Analysisbullish

u/broengineer · 2h agono track record yet

Nextpower (NXT) is my favourite GARP

Nextpower is a high-quality compounder with a strong moat in solar trackers (600+ patents, 99% market penetration), a $5B+ backlog, and a disciplined management team executing on a bundling strategy to increase revenue per project. The company trades at 21x trailing earnings with 27% historical CAGR, reasonable margin stability despite tariff headwinds, and a fortress balance sheet ($1.2B cash, zero debt), supporting a fair-value estimate of ~$139/share.

Now $83.4029m ago

original post →

$NXTr/wallstreetbetsDDbullish

u/Serve_me_the_pizza · 135d ago4 prior · 40% at 3mo

“positions are basically CCJ NEE FSLR NXT ENPH”

the market hates solar so naturally i am buying all the vitamin d

NextEra Energy's beaten-down valuation presents upside as AI-driven electricity demand accelerates and clean energy becomes essential for energy security. The author is buying the utility on weakness.

At post $114.27Now $83.40-27.0% since posted29m ago

1d+4.3%

3d+5.0%

1w+10.3%

1m+36.9%

3m-16.6%

6m—

1y—

original post →

End of results.