What Happened?

Shares of solar tracker company Nextracker (NASDAQ: NXT) jumped 12.9% in the morning session after the company reported impressive first quarter 2025 (fiscal fourth quarter) results which blew past analysts' revenue, EPS, and EBITDA expectations. In addition, its full-year revenue guidance outperformed Wall Street's estimates. Sales grew 26% year-over-year, driven by booming demand for its Hail Pro and XTR solar trackers. 

On the other hand, its full-year EPS and EBITDA guidance fell short. Overall, this print was mixed but still had some key positives.

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What The Market Is Telling Us

Nextracker’s shares are extremely volatile and have had 35 moves greater than 5% over the last year. But moves this big are rare even for Nextracker and indicate this news significantly impacted the market’s perception of the business.

The previous big move we wrote about was 23 days ago when the stock gained 5.4% as investor sentiment improved on renewed optimism that the US-China trade conflict might be nearing a resolution. According to reports, Treasury Secretary Scott Bessent reinforced this positive outlook by describing the trade war as "unsustainable," and emphasized that a potential agreement between the two economic powers "was possible." His comments signaled to markets that both sides might be motivated to seek common ground, raising expectations for reduced tariffs and more stability across markets.

Nextracker is up 56.2% since the beginning of the year, and at $61.70 per share, has set a new 52-week high. Investors who bought $1,000 worth of Nextracker’s shares at the IPO in February 2023 would now be looking at an investment worth $2,026.

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