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NXT vs SHLS
Which Stock Would AI Choose? Nextpower Inc. (NXT) vs. Shoals Technologies Group, Inc. (SHLS) Stock Comparison
Key Takeaways
- Nextpower Inc. (NXT) boasts superior long-term performance with 44.54% YTD and 182.31% one-year returns, driven by strong solar tracker demand.
- Shoals Technologies Group, Inc. (SHLS) showed robust Q1 2026 revenue growth of 74.9% to $140.6 million, backed by a record $758 million backlog.
- Both operate in the solar sector—NXT focuses on trackers and software, while SHLS provides electrical balance of system (EBOS) solutions—but NXT has a larger $18.8 billion market cap versus SHLS's $1.48 billion.
- Analyst consensus favors both with "Buy" ratings; NXT average target $126–$131 (modest upside), SHLS $9.64–$9.84 (10%+ upside from recent levels).
- Recent momentum favors SHLS with 28%+ monthly gains post-earnings, while NXT offers stability amid international expansion.
- Solar sector tailwinds like utility-scale projects support relative outperformance for growth-oriented investors.
Introduction
Nextpower Inc. (NXT) and Shoals Technologies Group, Inc. (SHLS) are key players in the solar energy infrastructure space, providing essential components for utility-scale projects. This comparison analyzes their business models, recent market activity, and relative performance to aid traders seeking momentum plays and investors eyeing long-term renewable energy growth. With solar demand rising amid global energy transitions, both stocks offer exposure to sector catalysts like policy support and technological advancements, though differing scales and focuses create distinct risk-reward profiles.
NXT Overview and Recent Performance
Nextpower Inc. (NXT), formerly Nextracker, designs and manufactures intelligent solar trackers, software, and integrated solutions for utility-scale and distributed solar projects worldwide. In recent market activity, NXT shares have traded around $126, reflecting resilience with 44.54% YTD gains and 182% over the past year, outperforming the S&P 500 significantly. Sentiment has been bolstered by international expansions, including a joint venture in Saudi Arabia for 2.25 GW of trackers and rebranding to emphasize its full energy technology platform. Recent weeks saw steady upward momentum, with shares up over 8% monthly amid raised FY2026 guidance to $3.5 billion in revenue. Analyst upgrades highlight its dominant position in solar trackers, though valuation at 32x P/E warrants monitoring sector volatility.
SHLS Overview and Recent Performance
Shoals Technologies Group, Inc. (SHLS) specializes in electrical balance of system (EBOS) components like cable assemblies, combiners, and monitoring solutions for solar and battery storage projects. Shares recently surged to around $8.84, up 12.76% in a session following Q1 2026 results, with 4% YTD but 83% one-year returns. Key drivers include record $758 million backlog and awarded orders, signaling robust demand, alongside 74.9% revenue growth to $140.6 million. Expansion into international markets and battery energy storage systems (BESS) has fueled optimism, with raised FY2026 guidance to $600–$640 million. Recent weeks' volatility reflects earnings beats, though margin pressures from cost inflation temper enthusiasm; traders note elevated short interest at nearly 10%.
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Head-to-Head Comparison
NXT and SHLS both thrive in utility-scale solar but diverge in focus: NXT's trackers maximize energy yield via software integration, while SHLS's EBOS ensures electrical efficiency. Growth drivers for NXT include global JVs and $3.6 billion TTM revenue; SHLS leverages BESS diversification and $536 million TTM revenue. Recent momentum tilts to SHLS (29% monthly) post-backlog records, versus NXT's steadier 8–13% gains. Risks: NXT faces competition in trackers; SHLS grapples with margin compression (29% gross). Sector exposure is similar, but NXT's scale offers stability, while SHLS provides higher beta for traders. Sentiment leans positive for both amid solar rebound.
Tickeron AI Verdict
Tickeron’s AI currently favors NXT for its trend consistency, larger backlog visibility through international deals, and superior relative positioning with higher YTD returns and profitability. While SHLS shows strong short-term catalysts like earnings beats, NXT's scale and stability suggest greater probability of outperformance in the near term, barring sector shocks.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer. Disclaimers and Limitations
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is NXT is a Hold and SHLS is a Hold.
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
NXT’s FA Score shows that 2 FA rating(s) are green whileSHLS’s FA Score has 1 green FA rating(s).
- NXT’s FA Score: 2 green, 3 red.
- SHLS’s FA Score: 1 green, 4 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
NXT’s TA Score shows that 4 TA indicator(s) are bullish while SHLS’s TA Score has 5 bullish TA indicator(s).
- NXT’s TA Score: 4 bullish, 6 bearish.
- SHLS’s TA Score: 5 bullish, 4 bearish.
Price Growth
NXT (@Alternative Power Generation) experienced а +2.57% price change this week, while SHLS (@Alternative Power Generation) price change was +6.21% for the same time period.
The average weekly price growth across all stocks in the @Alternative Power Generation industry was -3.18%. For the same industry, the average monthly price growth was -6.03%, and the average quarterly price growth was +3.21%.
Reported Earning Dates
NXT is expected to report earnings on Aug 05, 2026.
SHLS is expected to report earnings on Aug 11, 2026.
Industries' Descriptions
@Alternative Power Generation (-3.18% weekly)The alternative power generation industry consists of companies that operate power facilities converting non-conventional forms of energy into electricity. These energy forms are alternatives to fossil fuels, and many of them are derived from natural resources. Alternative energy forms include solar, wind, hydro, and geothermal steam. A major purpose behind using alternative energy – also called ‘clean’ energy - is to address concerns related to the more conventional fossil fuels, such as the latter’s high carbon dioxide emissions which is often considered a factor in global warming. Alternative power generation has been gaining traction in recent years, and could grow further in the future. Large organizations like Google have invested substantially in wind and solar energy-powered electricity. Some of the prominent U.S. companies operating in the alternative power generation industry includes Ormat Technologies, Inc., TerraForm Power, Inc. and NextEra Energy Partners LP.
| NXT | SHLS | NXT / SHLS | |
| Capitalization | 19.6B | 1.84B | 1,068% |
| EBITDA | 747M | 71.2M | 1,049% |
| Gain YTD | 48.169 | 28.706 | 168% |
| P/E Ratio | 33.61 | 54.70 | 61% |
| Revenue | 3.56B | 536M | 664% |
| Total Cash | 1.1B | 1.88M | 58,338% |
| Total Debt | 145M | 220M | 66% |
| NXT | SHLS | |
|---|---|---|
| RSI ODDS (%) | 2 days ago 86% | 2 days ago 87% |
| Stochastic ODDS (%) | 2 days ago 81% | 2 days ago 83% |
| Momentum ODDS (%) | 2 days ago 70% | 2 days ago 89% |
| MACD ODDS (%) | 2 days ago 77% | 2 days ago 82% |
| TrendWeek ODDS (%) | 2 days ago 83% | 2 days ago 84% |
| TrendMonth ODDS (%) | 2 days ago 82% | 2 days ago 81% |
| Advances ODDS (%) | 2 days ago 85% | 2 days ago 83% |
| Declines ODDS (%) | 7 days ago 71% | 8 days ago 85% |
| BollingerBands ODDS (%) | 2 days ago 79% | 2 days ago 90% |
| Aroon ODDS (%) | 2 days ago 78% | 2 days ago 83% |
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