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u/c-u-in-da-ballpit
Reddit r/ValueInvesting
Винрейт
100.0%
доходность
+15.4%
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Тикер
Сторона
Упоминания
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Цена колла
P&L
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Тема
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Лонг
01 авг
$89.87
+15.4%
NextPower holds ~30% global solar tracker share, has $1.2B cash, zero debt, $5.8B signed backlog, and earned 25% ROIC. At 15.9x forward earnings and 45% below peak, the market is pricing in stagnation while backlog and new storage/eBOS lines grow. The core tracker business alone supports the valuation; storage and eBOS are nearly free call options. 45X tax credits and tariff recovery make up ~42% of recent EBITDA; policy changes or softer international demand could hurt earnings.
NextPower holds ~30% global solar tracker share, has $1.2B cash, zero debt, $5.8B signed backlog, and earned 25% ROIC. At 15.9x forward earnings and 45% below peak, the market is pricing in stagnation while backlog and new storage/eBOS lines grow. The core tracker business alone supports the valuation; storage and eBOS are nearly free call options. 45X tax credits and tariff recovery make up ~42% of recent EBITDA; policy changes or softer international demand could hurt earnings.
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Показано 1 из 1 коллов · сортировка по упоминаниям
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У u/c-u-in-da-ballpit на Buzzberg отслеживается 1 торговых идей по 1 тикерам с августа 2026. Чаще всего покрывает: NXT.
