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Upgrades - BofA upgraded Eversource (ES) to Buy from Neutral with a price target of $85, up from $73, citing an "improving regulatory tone" and a projected 6% EPS growth through 2029 [2] - Leerink upgraded Exelixis (EXEL) to Outperform from Market Perform with a price target of $48, up from $38, following the Phase 3 STELLAR-303 trial results, which established important levers for long-term investment despite a 12% stock decline [3] - Citi upgraded Nextracker (NXT) to Buy from Neutral with a price target of $114, up from $66, highlighting its dominant position in tracker sales and potential revenue contributions from acquired businesses by FY30 [4] - Citi upgraded Sunrun (RUN) to Buy from Neutral with a price target of $26, up from $11, noting benefits from rising electricity rates and increased leverage over suppliers due to market shifts [5] - Raymond James upgraded Capri Holdings (CPRI) to Outperform from Market Perform with a price target of $25, indicating a favorable turnaround position supported by improving demand and conservative guidance [6] Downgrades - JPMorgan downgraded Goldman Sachs (GS) to Neutral from Overweight with a price target of $750, up from $625, citing high current valuations compared to European investment banks [7] - BNP Paribas Exane downgraded Verizon (VZ) to Neutral from Outperform with a price target of $44, raising concerns about strategic direction following a recent CEO change [7] - BNP Paribas Exane downgraded NuScale Power (SMR) to Underperform from Neutral with a price target of $25, down from $41, due to concerns over cumulative shipments and financial commitments [7] - Citi downgraded NuScale to Sell from Neutral with a price target of $37.50, down from $46, highlighting potential sales by Fluor and stretched valuations [7] - TD Cowen downgraded Tempus AI (TEM) to Hold from Buy with a price target of $88, up from $72, viewing the stock as fairly valued after a significant rally [7] - Wells Fargo downgraded Cleveland-Cliffs (CLF) to Underweight from Equal Weight with an unchanged price target of $11, describing the recent stock rally as "excess exuberance" [7]

Core Insights - Nextracker (NXT) is valued at $13.8 billion and specializes in intelligent solar tracker and software solutions for utility-scale and distributed generation solar power plants [1][5]. Technical Performance - Nextracker has shown exceptional technical momentum, hitting an all-time high of $93.90 on October 16 and gaining 162% over the past year [4][6]. - The stock has a 100% "Buy" opinion from Barchart, with a recent trading price of $92.07 and a 50-day moving average of $70.43 [7]. - NXT has made 16 new highs and gained 37.65% in the last month, with a Relative Strength Index (RSI) of 76.09 [7]. Financial Metrics - Nextracker has a trailing price-earnings ratio of 22.82x [8]. - Revenue is projected to grow by 14.38% this year and an additional 10.23% next year [8]. - Earnings are estimated to decrease by 0.59% this year but are expected to increase by 8.82% next year [8].

Welcome to the Green Stock News Brief for Thursday, October 16th. Here are today's top headlines. Fluence Energy and Torch Clean Energy have announced the Winchester project, a solar plus storage facility in Arizona that will use Fluence's Grid Stack Pro 5000 energy storage system with delivery expected in early 2027.The project will feature 160 megawatt, 640 megawatt hours of storage capacity alongside 280 megawatt solar arrays to support grid reliability, regional load growth, and local economic developme ...

The framework agreement targets multi-gigawatt solar module frame supply over several years valued at over $75 millionFREMONT, Calif. and AUSTIN, Texas, Oct. 15, 2025 (GLOBE NEWSWIRE) -- Nextracker (NASDAQ: NXT), a leading solar technology platform provider, and T1 Energy Inc. (NYSE: TE), an advanced manufacturer of solar modules, today announced a strategic framework agreement to use Nextracker’s patented steel module frame technology for T1 Energy’s new 5-GW G1_Dallas solar manufacturing facility. The agr ...

Core Viewpoint - Nextracker is positioned as a leading provider in the solar technology sector, focusing on innovative solutions to enhance solar energy efficiency and performance, while aiming for market expansion through strategic investments [1]. Company Overview - Nextracker operates in a competitive solar technology market, with a significant market capitalization of approximately $12.25 billion, indicating its strong presence in the industry [4]. - The company is currently trading at $82.80 on NASDAQ, reflecting a decrease of $1.05 or approximately -1.25%, with a trading range today between $81.31 and $86.39 [3]. Market Performance - The stock has shown volatility, with a year-high of $86.39 and a year-low of $30.93, highlighting the dynamic nature of investor sentiment [3][5]. - The trading volume for NXT is 2,726,958 shares, indicating active investor interest [4]. Price Target and Growth Strategy - Susquehanna has set a price target of $100 for Nextracker, suggesting a potential price increase of approximately 20.77% from its current price, reflecting confidence in the company's growth prospects [2][5]. - The upcoming Capital Markets Day on November 12, 2025, is expected to provide insights into Nextracker's investment-led growth strategy and long-term financial plans [2][5].

ab 8 October 2025 An "All-Of-The-Above" Energy Future Is nuclear bad for solar? In our view, it is not. Rather, the increased interest in nuclear is further evidence of the U.S. market being drastically short of clean electricity generation. In this note, we sketch out the depth of the need for clean electricity capacity, of which AI data center driven demand is only a portion. The larger pool of demand includes the displacement of fossil fuel generation and the eventual replacement of an aging nuclear and ...

Core Viewpoint - NXT Energy Solutions Inc. will present at the Planet MicroCap Showcase: TORONTO 2025, highlighting its SFD® survey system that aids energy companies in enhancing exploration success while minimizing costs and environmental impact [1] Company Summary - NXT Energy Solutions Inc. is a Calgary-based technology company focused on providing solutions for the energy sector [1] - The SFD® survey system developed by the company is designed to improve exploration success rates for energy companies [1] - The presentation will be hosted by Bruce G. Wilcox, the Chief Executive Officer of NXT Energy Solutions Inc., on October 22, 2025 [1]

FREMONT, Calif.--(BUSINESS WIRE)--Nextracker (Nasdaq: NXT), a leading solar technology platform provider, today announced that it will host its Capital Markets Day in Fremont, California on Wednesday, November 12, 2025, beginning at 9:00 a.m. Pacific Time / 12:00 p.m. Eastern Time. The event will include presentations from Nextracker's senior leadership team outlining the Company's investment-led growth strategy and long-term financial roadmap as well as a live Q&A session. In-person attend. ...

Nextracker (NXT) ended the recent trading session at $78.34, demonstrating a +1.57% change from the preceding day's closing price. This change outpaced the S&P 500's 0.37% gain on the day. Elsewhere, the Dow lost 0.14%, while the tech-heavy Nasdaq added 0.71%. Coming into today, shares of the solar energy equipment supplier had gained 10% in the past month. In that same time, the Oils-Energy sector gained 2.31%, while the S&P 500 gained 4.26%. The investment community will be paying close attention to the e ...