Polianta Ltd Makes New $1.76 Million Investment in Nextpower Inc. $NXT

Posted by Stanley Muller on Aug 9th, 2026

Polianta Ltd acquired a new position in shares of Nextpower Inc. (NASDAQ:NXT – Free Report) in the 2nd quarter, Holdings Channel reports. The fund acquired 14,800 shares of the company’s stock, valued at approximately $1,763,000.

Several other large investors have also modified their holdings of NXT. MRA Advisory Group purchased a new position in shares of Nextpower in the 2nd quarter valued at $715,000. GAMMA Investing LLC lifted its position in Nextpower by 7.4% in the second quarter. GAMMA Investing LLC now owns 5,531 shares of the company’s stock valued at $659,000 after acquiring an additional 382 shares during the last quarter. Moody National Bank Trust Division lifted its position in Nextpower by 17.5% in the second quarter. Moody National Bank Trust Division now owns 29,205 shares of the company’s stock valued at $3,479,000 after acquiring an additional 4,358 shares during the last quarter. Pacer Advisors Inc. boosted its stake in Nextpower by 9.2% in the first quarter. Pacer Advisors Inc. now owns 23,719 shares of the company’s stock valued at $2,859,000 after acquiring an additional 2,002 shares in the last quarter. Finally, Lombard Odier Asset Management Europe Ltd boosted its stake in Nextpower by 63.5% in the first quarter. Lombard Odier Asset Management Europe Ltd now owns 127,421 shares of the company’s stock valued at $15,361,000 after acquiring an additional 49,505 shares in the last quarter. Institutional investors and hedge funds own 67.41% of the company’s stock.

Insider Buying and Selling at Nextpower

In related news, CEO Daniel S. Shugar sold 26,077 shares of Nextpower stock in a transaction on Tuesday, May 26th. The shares were sold at an average price of $134.72, for a total value of $3,513,093.44. Following the transaction, the chief executive officer directly owned 931,419 shares in the company, valued at $125,480,767.68. This trade represents a 2.72% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, Director Julia Blunden sold 2,289 shares of the business’s stock in a transaction on Wednesday, August 5th. The shares were sold at an average price of $97.22, for a total transaction of $222,536.58. Following the completion of the transaction, the director directly owned 7,415 shares in the company, valued at $720,886.30. This represents a 23.59% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last three months, insiders have sold 170,863 shares of company stock valued at $22,782,306. Corporate insiders own 0.84% of the company’s stock.

Nextpower Stock Up 4.9%

NASDAQ NXT opened at $103.26 on Friday. The firm has a market cap of $15.52 billion, a P/E ratio of 26.75, a P/E/G ratio of 2.07 and a beta of 1.95. Nextpower Inc. has a 52-week low of $52.61 and a 52-week high of $163.13. The business’s 50-day moving average price is $113.49 and its 200 day moving average price is $116.29.

Nextpower (NASDAQ:NXT – Get Free Report) last posted its quarterly earnings data on Thursday, July 30th. The company reported $1.20 EPS for the quarter, beating the consensus estimate of $1.05 by $0.15. Nextpower had a return on equity of 26.29% and a net margin of 16.36%.The firm had revenue of $935.17 million during the quarter, compared to the consensus estimate of $935.39 million. As a group, analysts anticipate that Nextpower Inc. will post 3.73 earnings per share for the current year.

Key Headlines Impacting Nextpower

Here are the key news stories impacting Nextpower this week:

Positive Sentiment: Analyst support remains favorable. GLJ Research reaffirmed its “Buy” rating, while Northland Securities maintained an “Outperform” rating and a $162 price target. These targets suggest analysts see meaningful long-term upside if Nextpower executes on its growth plans. GLJ Research rating report
Positive Sentiment: Recent operating results provided a supportive backdrop. Nextpower’s latest quarterly EPS of $1.20 exceeded the $1.05 consensus estimate, although revenue of $935.17 million was essentially in line with expectations. The company reported a 16.36% net margin and 26.29% return on equity.
Neutral Sentiment: Northland’s forecast changes were mixed. The firm raised its Q3 2028 EPS estimate to $1.15 from $1.13 and projected FY2027 EPS of $3.81, above the current-year consensus of approximately $3.73–$3.75. However, it reduced estimates for Q1 2028, Q2 2028, Q4 2027, Q4 2028 and FY2028, with the FY2028 forecast falling to $4.40 from $4.48. The revisions may temper enthusiasm about the pace of longer-term earnings growth.
Negative Sentiment: A director disclosed a sizable insider sale. Julia Blunden sold 2,289 shares for approximately $222,537 at an average price of $97.22, reducing her direct ownership by 23.59% to 7,415 shares. The transaction can weigh on sentiment, although insider sales may reflect personal financial needs rather than a negative view of the business. Nextpower insider sale report

Analysts Set New Price Targets

NXT has been the topic of several research reports. Barclays raised their price objective on Nextpower from $142.00 to $147.00 and gave the stock an “overweight” rating in a report on Tuesday, July 7th. Glj Research reissued a “buy” rating and issued a $149.00 target price on shares of Nextpower in a research report on Wednesday. Truist Financial raised their price target on Nextpower from $140.00 to $145.00 and gave the stock a “buy” rating in a research note on Friday, July 31st. Royal Bank Of Canada cut their price target on Nextpower from $149.00 to $147.00 and set an “outperform” rating on the stock in a research report on Friday, July 31st. Finally, The Goldman Sachs Group reiterated a “buy” rating and issued a $168.00 price objective on shares of Nextpower in a research note on Wednesday, July 1st. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating and three have assigned a Hold rating to the company’s stock. According to MarketBeat, Nextpower currently has a consensus rating of “Moderate Buy” and a consensus target price of $146.12.

Check Out Our Latest Research Report on NXT

Nextpower Company Profile

(Free Report)

Nextpower, formerly known as Nextracker, is traded on NASDAQ under the symbol NXT and is a leading provider of advanced solar tracking solutions for utility-scale and distributed energy projects. The company specializes in the design, engineering and manufacturing of single-axis tracker systems that optimize the capture of solar energy by following the sun’s trajectory throughout the day. Nextpower’s core hardware offerings aim to enhance energy yield, reduce balance-of-system costs and simplify installation and maintenance for downstream solar developers and operators.

In addition to its tracker hardware, Nextpower provides a suite of digital software and analytics tools to maximize asset performance.