Nextracker
NXTNextracker makes solar tracking systems and mounting hardware that tilt panels toward the sun. We follow it because the power needed to run AI, not the chips themselves, now sets the pace of data center construction, and Nextracker supplies that power.
- Ticker
- NXT
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The living report
Bears on our standing view that spare computing capacity does not stop new power construction. It is proved wrong if hyperscaler capital-spending guidance cut at the late-October reports; or a data center of 100 megawatts or more publicly deferred citing surplus; or Vertiv cutting its growth guidance. Vertiv stopped reporting quarterly orders and backlog in February; we watch deferred revenue and growth guidance instead.
Members: queues this company for a report on a coming night.
The market record
Free during the preview. Each figure shows only where two independent data providers, Massive and Yahoo, agree on it to the cent; a figure they do not agree on is left out. Dated, not live. It describes; it does not recommend.
close of 9 Nov 2026 · Massive and Yahoo agree
the 9 Nov 2026 close × 150,575,535 shares outstanding on the 10-Q cover, as of 26 Oct 2026
Filings
Newest first, from EDGAR. Where a piece read a filing, one line of what it said.
Where it sits in the frame
Reports next
Latest disclosed
What it has disclosed
Newest first. Every figure traces to a filing; "Show sources" shows which.
Mentioned in
Every piece that names this company, newest first: what it said, and the standing view it bore on. Written when the piece is committed; never edited, never removed.
Same question
Other companies under Who supplies the power?
This entry
Prices on this page are dated market records, shown free during the preview, each confirmed by two independent data providers. None is a recommendation.
Record
Written according to the Grant Bishop standard — machine-researched, machine-checked, human-judged; then read and committed by the publisher. Every number traces to a filing or a dated market record; every claim carries a date and what would prove it wrong.
- Verification
- multi-source verified, machine-drafted, human-gated
- As of
- 2026-08-03
- Position disclosure
- The publisher holds index-level U.S. equity exposure and no direct position in any single name discussed.
- Not advice
- General commentary for a general audience. Not advice for your situation.