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NXT Security Research Hub
Goldman Sachs maintains a Buy rating on Nextpower (NXT) following a strong fiscal fourth-quarter performance that exceeded consensus estimates for both revenue and earnings. Operational strength is evidenced by record quarterly bookings of approximately $1.1 billion, which has propelled the company's backlog to a milestone exceeding $5.25 billion. In response to this momentum, management raised its fiscal 2027 revenue guidance to a midpoint of $3.95 billion and announced the strategic acquisition of Zigor Corp's power conversion assets. This acquisition marks a significant pivot as the firm enters the inverter and battery storage markets to capture broader energy sector demand. While near-term earnings per share estimates were revised downward due to increased operational spending for growth, the price target was raised to $153 to reflect strong execution. Analysts remain focused on NXT’s upside potential relative to long-term 2030 revenue targets within the evolving TMT and energy landscape.
8 reports available
US Conviction List Directors Cut
Goldman Sachs provides its July 2026 update to the US Conviction List - Directors' Cut, adding Estee Lauder, Nextpower, and Wells Fargo. The report emphasizes high-conviction, fundamental Buy ideas amid rising market volatility.
Nextpower Acquisition Analysis
Goldman Sachs maintains a Buy rating on Nextpower (NXT) following the announced acquisition of Germany-based Zimmermann PV-Steel Group for up to €330mn. The deal aims to enhance NXT's European market share and support growth in fixed-tilt solar and BESS installations.
Market Intelligence US Morning Update
This report provides a morning update on global market performance, conviction list updates for US and European equities, and a preview of key 2H26 macro themes including broadening gains in emerging markets.
US Conviction List Directors Cut July 2026 Spotlight
The July 2026 edition of the US Conviction List - Directors' Cut introduces new ideas in Estee Lauder, Nextpower, and Wells Fargo, while removing Brixmor, Duke Energy, and nVENT.
US Conviction List Update
Goldman Sachs updated its US Conviction List, adding EL, NXT, and WFC, while reinstating BF.B at Sell and initiating FDXF at Buy. The report also highlights strong AI adoption trends and continued growth in renewable energy capacity.
United Kingdom Retail
The UK clothing market contracted by 3.8% yoy in the 12 weeks to 24th May. M&S and Next demonstrated strong comparative growth, significantly outperforming competitors like H&M and ASOS.