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.