NXT Nextpower Inc.

There’s increasing investor attention on the enormous electricity demand from AI/data centers and the need for additional generation and grid capacity. Solar + storage are being pulled into that broader power infrastructure trade. & it’s still extremely early $NXT $SPRU $FSLR $SHLS $TAN

$NXT one of the best opportunities in the stock market at this time, IMHO. I will keep loading as they keep pushing the price down. Is tomorrow the day? ..... 50% down since end of May '26. Just nonsense IMHO for a growing, profitable, almost no debt company with a fast expanding product portfolio.

UBS highlighted its top stock picks across seven segments of the U.S. Energy, Mining and Utilities sectors, focusing on companies positioned for growth through acquisitions, production expansion and operational improvements. Nexpower is UBS’s top clean-energy pick. The firm expects the company to raise its fiscal 2030 revenue target from $5.2 billion at its upcoming Capital Markets Day, reflecting acquisitions in inverters, battery energy storage systems and fixed-tilt structures. UBS sees an additional $1.4 billion revenue opportunity from new product segments and forecasts fiscal 2030 EBITDA of $1.55 billion, 2% above consensus. Canadian Natural Resources is UBS’s top integrated-oil pick and is expected to deliver the strongest near-term volume growth among oil-sands producers. 2026 average production is targeted at 1.66 million barrels of oil equivalent per day, up 5.7% from 2025. The Trans Mountain expansion has narrowed heavy-oil differentials and reduced volatility. $NXT $CNQ

$NXT $90 & $100 calls for Nov. 20th saw large action today. On a nice discount, down -49% since the June highs 👀

$NXT No debt, plenty of cash, less exposed to rates than it behaves, benefits from high energy prices. Be patient, this is a recipe for upside surprise.

$NXT Nextpower price target lowered to $110 from $116 at Piper Sandler Piper Sandler lowered the firm's price target on Nextpower to $110 from $116 and keeps an Overweight rating on the shares. Heading into Q3, the firm expects tracker company to hold book-to-bill greater than 1.0-times, with new offtake signings resilient at 4.9 gigawatts direct current in Q2, down just 8% year-over-year, and models solar additions peaking in 2028 against Solar Energy Industries Association's flat outlook through 2031. Section 232 was unveiled in August but is not effective until December 4, so Piper expects module orders to stay low as developers work through safe-harbored equipment and take longer to lock 2029-2030 scope and pricing. It reads this as pushouts, not cancellations.

$NXT Nextpower price target lowered to $116 from $156 at Baird Baird lowered the firm's price target on Nextpower to $116 from $156 and keeps an Outperform rating on the shares. The firm is calling out near-term "choppiness," but remains constructive long-term, the analyst tells investors.

$NXT ..guys bond yield going up..interest rate going up..oil price going up... be very careful..majority correction imminent...