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Nextpower Inc. (NXT) Fundamental Analysis & AI Grade 2026

NXT Nasdaq Semiconductors & Related Devices DE CIK: 0001852131
Updated This Month • Analysis: May 20, 2026 • SEC Data: 2026-03-31
Combined AI Grade
A
75% Confidence
STRONG AGREEMENT
A
72% Conf
A
78% Conf

📊 NXT Key Takeaways

Revenue: $3.6B
Net Margin: 16.5%
Free Cash Flow: $513.6M
Current Ratio: 2.45x
Debt/Equity: 0.00x
EPS: $3.84
AI Grade: A with 72% confidence
Nextpower Inc. (NXT) receives a A fundamental grade with 75% confidence from our AI analysis based on SEC 10-K filings. With revenue of $3.6B, net profit margin of 16.5%, and return on equity (ROE) of 25.1%, Nextpower Inc. demonstrates strong fundamentals in the Technology sector. Below is our complete NXT stock analysis for 2026.

Is Nextpower Inc. (NXT) a Good Investment?

Claude

Nextpower demonstrates fortress-like financial health with zero debt, $1.1B cash, and exceptional liquidity (2.45x current ratio), coupled with strong profitability metrics (16.5% net margin, 25.1% ROE) and impressive free cash flow generation of $513.6M. However, net income growth of 0% despite 20.3% revenue growth signals operating leverage headwinds or margin compression that require monitoring to confirm sustainability of earnings quality.

ChatGPT

Nextpower combines double‑digit revenue growth, high operating profitability, and a debt‑free, cash‑rich balance sheet that supports resilience and continued investment. Flat net income despite strong sales suggests near‑term margin or mix pressure, so execution on cost discipline and cash conversion will be key.

Nextpower Inc. Key Strengths (NXT)

Claude
  • + Exceptional balance sheet with zero long-term debt and $1.1B cash providing financial flexibility
  • + Strong profitability with 16.5% net margin, 19.6% operating margin, and 32.6% gross margin in capital-intensive semiconductor sector
  • + Robust free cash flow generation of $513.6M (14.4% FCF margin) demonstrating cash conversion efficiency and capital allocation capacity
  • + Revenue growth of 20.3% YoY reflects solid market demand in semiconductor sector
  • + Outstanding liquidity metrics (2.45x current ratio, 2.22x quick ratio) and high returns on capital (25.1% ROE, 14.4% ROA)
ChatGPT
  • + Debt‑free balance sheet with ~$953M cash and strong liquidity (current 2.36x, quick 2.11x)
  • + Robust profitability: 32% gross margin, 20% operating margin, 16% net margin with 20% ROE
  • + Asset‑light model with modest capex and solid FCF (13.4% margin)

NXT Stock Risks: Nextpower Inc. Investment Risks

Claude
  • ! Net income stagnation (0% YoY growth) despite 20.3% revenue growth indicates potential operating expense inflation outpacing revenue expansion or margin compression
  • ! Semiconductor sector exposure creates cyclicality and competitive pricing pressure risk that could further compress margins
  • ! Operating leverage working negatively suggests cost structure may not be scaling efficiently with revenue growth, requiring operational restructuring or revenue mix shift
ChatGPT
  • ! Flat net income vs. +18% revenue indicates margin compression or higher operating costs
  • ! Semiconductor cyclicality and potential inventory/demand normalization
  • ! Working capital needs weighing on cash conversion (OCF below net income)

Key Metrics to Watch

Claude
  • * Operating margin trend and operating expense growth rate relative to revenue growth in subsequent quarters
  • * Free cash flow sustainability and growth trajectory amid flat net income
  • * Gross margin trajectory in light of competitive semiconductor market dynamics and input cost inflation
ChatGPT
  • * Gross and operating margin trajectory
  • * Operating cash flow to net income (cash conversion)

Nextpower Inc. (NXT) Financial Metrics & Key Ratios

Revenue
$3.6B
Net Income
$585.9M
EPS (Diluted)
$3.84
Free Cash Flow
$513.6M
Total Assets
$4.1B
Cash Position
$1.1B

💡 AI Analyst Insight

Strong liquidity with a 2.45x current ratio provides a solid financial cushion.

NXT Profit Margin, ROE & Profitability Analysis

Gross Margin 32.6%
Operating Margin 19.6%
Net Margin 16.5%
ROE 25.1%
ROA 14.4%
FCF Margin 14.4%

NXT vs Technology Sector: How Nextpower Inc. Compares

How Nextpower Inc. compares to Technology sector averages

Net Margin
NXT 16.5%
vs
Sector Avg 18.0%
NXT Sector
ROE
NXT 25.1%
vs
Sector Avg 22.0%
NXT Sector
Current Ratio
NXT 2.4x
vs
Sector Avg 2.5x
NXT Sector
Debt/Equity
NXT 0.0x
vs
Sector Avg 0.5x
NXT Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is Nextpower Inc. Stock Overvalued? NXT Valuation Analysis 2026

Based on fundamental analysis, Nextpower Inc. has mixed fundamental signals relative to the Technology sector in 2026.

Return on Equity
25.1%
Sector avg: 22%
Net Profit Margin
16.5%
Sector avg: 18%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.00x
Sector avg: 0.5x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

Nextpower Inc. Balance Sheet: NXT Debt, Cash & Liquidity

Current Ratio
2.45x
Quick Ratio
2.22x
Debt/Equity
0.00x
Debt/Assets
42.7%
Interest Coverage
N/A
Long-term Debt
$0.0

NXT Revenue & Earnings Growth: 5-Year Financial Trend

NXT 5-year financial data: Year 2023: Revenue $1.9B, Net Income $0, EPS $0.02. Year 2024: Revenue $2.5B, Net Income $0, EPS $0.02. Year 2025: Revenue $3.0B, Net Income $1.1M, EPS $0.02. Year 2026: Revenue $3.6B, Net Income $306.2M, EPS $3.37.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Nextpower Inc.'s revenue has grown significantly by 87% over the 5-year period, indicating strong business expansion. The most recent EPS of $3.37 reflects profitable operations.

NXT Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
14.4%
Free cash flow / Revenue

NXT Quarterly Earnings & Performance

Quarterly financial performance data for Nextpower Inc. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2026 $679.4M $115.3M $0.79
Q2 2026 $635.6M $115.4M $0.79
Q1 2026 $719.9M $121.7M $0.84
Q3 2025 $679.4M $41.4M $0.79
Q2 2025 $573.4M $39.3M $0.55
Q1 2025 $479.5M $20.4M $0.43
Q3 2024 $513.4M N/A $0.87
Q2 2024 $467.1M N/A $0.55

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

Nextpower Inc. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$562.9M
Cash generated from operations
Stock Buybacks
$395.0K
Shares repurchased (TTM)
Capital Expenditures
$49.3M
Investment in assets
Dividends
None
No dividend program

NXT SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for Nextpower Inc. (CIK: 0001852131)

📋 Recent SEC Filings

Date Form Document Action
May 27, 2026 4 xslF345X06/ownership.xml View →
May 27, 2026 4 xslF345X06/ownership.xml View →
May 27, 2026 4 xslF345X06/ownership.xml View →
May 27, 2026 4 xslF345X06/ownership.xml View →
May 27, 2026 4 xslF345X06/ownership.xml View →

Frequently Asked Questions about NXT

What is the AI rating for NXT?

Nextpower Inc. (NXT) has a Combined AI Grade of A from Claude (A) and ChatGPT (A) with 75% combined confidence, based on fundamental analysis of SEC EDGAR filings.

What are NXT's key strengths?

Claude: Exceptional balance sheet with zero long-term debt and $1.1B cash providing financial flexibility. Strong profitability with 16.5% net margin, 19.6% operating margin, and 32.6% gross margin in capital-intensive semiconductor sector. ChatGPT: Debt‑free balance sheet with ~$953M cash and strong liquidity (current 2.36x, quick 2.11x). Robust profitability: 32% gross margin, 20% operating margin, 16% net margin with 20% ROE.

What are the risks of investing in NXT?

Claude: Net income stagnation (0% YoY growth) despite 20.3% revenue growth indicates potential operating expense inflation outpacing revenue expansion or margin compression. Semiconductor sector exposure creates cyclicality and competitive pricing pressure risk that could further compress margins. ChatGPT: Flat net income vs. +18% revenue indicates margin compression or higher operating costs. Semiconductor cyclicality and potential inventory/demand normalization.

What is NXT's revenue and growth?

Nextpower Inc. reported revenue of $3.6B.

Does NXT pay dividends?

Nextpower Inc. does not currently pay dividends.

Where can I find NXT SEC filings?

Official SEC filings for Nextpower Inc. (CIK: 0001852131) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is NXT's EPS?

Nextpower Inc. has a diluted EPS of $3.84.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined grade reflects both perspectives for balanced insights.

What is NXT's fundamental grade?

Based on our AI fundamental analysis in May 2026, Nextpower Inc. has a A grade with 75% confidence. The AI analysis suggests favorable fundamentals based on SEC filings. This is not investment advice.

Is NXT stock overvalued or undervalued?

Valuation metrics for NXT: ROE of 25.1% (sector avg: 22%), net margin of 16.5% (sector avg: 18%). Higher ROE suggests strong returns relative to peers.

What is NXT's AI grade for 2026?

Our dual AI analysis gives Nextpower Inc. a combined A grade for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is NXT's free cash flow?

Nextpower Inc.'s operating cash flow is $562.9M, with capital expenditures of $49.3M. FCF margin is 14.4%.

How does NXT compare to other Technology stocks?

Vs Technology sector averages: Net margin 16.5% (avg: 18%), ROE 25.1% (avg: 22%), current ratio 2.45 (avg: 2.5).

Why is NXT's return on equity (ROE) so high?

Nextpower Inc. has a return on equity of 25.1%, significantly above the Technology sector average of 22%. A high ROE indicates the company is efficient at generating profits from shareholder equity. This is supported by a 16.5% net margin.

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: May 20, 2026 | Data as of: 2026-03-31 | Powered by Claude AI