Lombard Odier Asset Management Europe Ltd Has $15.36 Million Stock Position in Nextpower Inc. $NXT

Lombard Odier Asset Management Europe Ltd raised its holdings in shares of Nextpower Inc. (NASDAQ:NXT) by 63.5% in the 1st quarter, Holdings Channel.com reports. The fund owned 127,421 shares of the company’s stock after buying an additional 49,505 shares during the period. Lombard Odier Asset Management Europe Ltd’s holdings in Nextpower were worth $15,361,000 as of its most recent SEC filing.

Several other hedge funds also recently made changes to their positions in the business. Signature Equity Partners LLC raised its holdings in shares of Nextpower by 76.4% in the first quarter. Signature Equity Partners LLC now owns 261 shares of the company’s stock valued at $31,000 after purchasing an additional 113 shares during the last quarter. Smartleaf Asset Management LLC boosted its holdings in Nextpower by 107.6% during the fourth quarter. Smartleaf Asset Management LLC now owns 299 shares of the company’s stock worth $26,000 after purchasing an additional 155 shares during the last quarter. Whittier Trust Co. of Nevada Inc. boosted its holdings in Nextpower by 268.7% during the fourth quarter. Whittier Trust Co. of Nevada Inc. now owns 306 shares of the company’s stock worth $28,000 after purchasing an additional 223 shares during the last quarter. Huntington National Bank grew its position in Nextpower by 480.3% in the fourth quarter. Huntington National Bank now owns 383 shares of the company’s stock valued at $33,000 after purchasing an additional 317 shares in the last quarter. Finally, Baillie Gifford & Co. grew its position in Nextpower by 76.5% in the fourth quarter. Baillie Gifford & Co. now owns 420 shares of the company’s stock valued at $37,000 after purchasing an additional 182 shares in the last quarter. 67.41% of the stock is owned by institutional investors.

Insider Buying and Selling

In other Nextpower news, COO Nicholas Marco Miller sold 22,427 shares of the business’s stock in a transaction that occurred on Friday, May 29th. The stock was sold at an average price of $156.00, for a total transaction of $3,498,612.00. Following the transaction, the chief operating officer owned 186,194 shares of the company’s stock, valued at $29,046,264. The trade was a 10.75% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, President Howard Wenger sold 62,670 shares of the company’s stock in a transaction that occurred on Tuesday, May 26th. The shares were sold at an average price of $130.25, for a total value of $8,162,767.50. Following the completion of the sale, the president owned 426,467 shares in the company, valued at $55,547,326.75. This represents a 12.81% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 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. Insiders sold 168,574 shares of company stock worth $22,559,770 in the last 90 days. 0.84% of the stock is owned by corporate insiders.

Key Stories Impacting Nextpower

Here are the key news stories impacting Nextpower this week:

• Positive Sentiment: Profitability and cash flow improved. Nextpower reported Q1 FY2027 revenue of approximately $935 million, up 8.2% year over year, while gross profit increased 19.2% to $335.9 million. Operating cash flow rose 48.9% to $121.1 million, and the company ended the quarter with $1.2 billion in cash. Adjusted EPS of $1.20 exceeded the $1.05 consensus estimate, although reported GAAP diluted EPS was $1.07. Nextpower Reports Q1 Fiscal Year 2027 Financial Results
• Positive Sentiment: Outlook and strategic expansion provided support. Nextpower posted record fiscal-year revenue of $3.56 billion and raised its 2027 outlook. It also completed the acquisition of Zigor’s power-conversion assets and Apex Power, expanding its inverter and energy-storage offerings while accelerating U.S. manufacturing. Nextpower posts record FY26 revenue and raises 2027 outlook Nextpower Completes Acquisition of Power Conversion Assets
• Neutral Sentiment: Analysts remain broadly bullish, but targets were trimmed. Truist raised its target to $145, while RBC, JPMorgan and Susquehanna lowered targets to $147, $152 and $157, respectively. Each firm maintained a positive rating, leaving targets well above the current trading level but signaling somewhat reduced expectations.
• Neutral Sentiment: Options-market activity is drawing attention, but it does not establish a clear direction for NXT shares. Is the Options Market Predicting a Spike in Nextpower Stock?
• Negative Sentiment: Investors questioned the quality and durability of reported earnings. One analysis argued that more than $100 million in subsidies and over $100 million in annual stock-based compensation inflate headline profitability, while revenue growth could slow to below 5% by 2026. The company’s dependence on subsidies also limits organic expansion outside the United States. Nextpower: Correctly Estimating The Impact Of Risk
• Negative Sentiment: Recent insider-trading data showed 24 open-market sales and no purchases over six months, including sales by senior executives. That pattern may reinforce caution among investors.

Nextpower Stock Performance

Shares of NXT opened at $89.87 on Monday. The company’s fifty day simple moving average is $117.50 and its 200 day simple moving average is $116.40. Nextpower Inc. has a 1-year low of $52.61 and a 1-year high of $163.13. The company has a market cap of $13.50 billion, a price-to-earnings ratio of 23.28, a PEG ratio of 1.79 and a beta of 1.95.

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

Analyst Upgrades and Downgrades

Several equities research analysts have commented on NXT shares. The Goldman Sachs Group reissued a “buy” rating and set a $168.00 price target on shares of Nextpower in a research report on Wednesday, July 1st. Guggenheim upgraded Nextpower from a “neutral” rating to a “buy” rating and set a $125.00 price objective for the company in a report on Wednesday, July 15th. Glj Research lifted their target price on Nextpower from $147.00 to $149.44 and gave the company a “buy” rating in a research report on Wednesday, June 3rd. Weiss Ratings lowered Nextpower from a “buy (b-)” rating to a “hold (c+)” rating in a report on Wednesday. Finally, Wolfe Research reissued an “outperform” rating and set a $160.00 price target on shares of Nextpower in a research report on Friday, May 29th. One research analyst has rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating and three have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average price target of $148.42.

Nextpower Profile

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.