← Nextpower overview

Nextpower vs Ameresco: why the prices moved differently

Weekly · monthly · quarterly news summaries, side by side in time

Nextpower Inc. (NXT)

Q3 2026
▲4

Nextpower expands into storage and inverters, raises guidance despite Q2 revenue miss

  • Acquires Prevalon Energy for up to $365M, enters battery storage Nextpower agreed to buy Prevalon Energy, a battery storage specialist with 6 GWh deployed and 1.3 GW of supply contracts for AI data centers. This expands beyond solar tracking into storage and software, and the company raised its fiscal 2027 revenue outlook to $4.0–$4.4 billion. RBC raised its price target to $149.

    This is a major new acquisition that diversifies revenue and directly lifts future growth expectations.

  • Completes Prevalon acquisition, raises FY2027 guidance Nextpower closed the Prevalon deal and raised fiscal 2027 revenue guidance to $4.0–$4.4 billion and adjusted EBITDA to $845–$930 million. The acquisition adds battery systems, power control, and software, positioning Nextpower for grid storage and AI data center power. This confirms the earlier deal and boosts forward estimates.

    Completion and raised guidance make the growth from Prevalon concrete and near-term.

  • Q2 revenue miss but EPS beat and full-year guidance raised Nextpower reported Q2 revenue of $935.2M, slightly below estimates, but adjusted EPS of $1.20 beat by 14.9% and EBITDA of $233M topped forecasts. The company raised full-year revenue guidance to $4.25B midpoint and EPS to $4.58, though EBITDA guidance missed. The stock rose 2.2% after the report.

    This is the latest earnings update, showing profitability strength and higher full-year outlook despite a small revenue miss.

  • Completes Zigor power conversion acquisition, adds inverter technology Nextpower completed the acquisition of Zigor's power conversion assets, adding UL-certified central inverters for US utility-scale solar and storage, IEC-certified products for Europe, and proprietary technology. It is accelerating US manufacturing with over 10 GW of capacity expected within twelve months, deliveries ramping in early 2027.

    This new deal expands the product portfolio and manufacturing footprint, supporting future revenue and margin growth.

July 2026
▲4

Nextpower expands into storage and inverters, raises guidance despite Q2 revenue miss

  • Acquires Prevalon Energy for up to $365M, enters battery storage Nextpower agreed to buy Prevalon Energy, a battery storage specialist with 6 GWh deployed and 1.3 GW of supply contracts for AI data centers. This expands beyond solar tracking into storage and software, and the company raised its fiscal 2027 revenue outlook to $4.0–$4.4 billion. RBC raised its price target to $149.

    This is a major new acquisition that diversifies revenue and directly lifts future growth expectations.

  • Completes Prevalon acquisition, raises FY2027 guidance Nextpower closed the Prevalon deal and raised fiscal 2027 revenue guidance to $4.0–$4.4 billion and adjusted EBITDA to $845–$930 million. The acquisition adds battery systems, power control, and software, positioning Nextpower for grid storage and AI data center power. This confirms the earlier deal and boosts forward estimates.

    Completion and raised guidance make the growth from Prevalon concrete and near-term.

  • Q2 revenue miss but EPS beat and full-year guidance raised Nextpower reported Q2 revenue of $935.2M, slightly below estimates, but adjusted EPS of $1.20 beat by 14.9% and EBITDA of $233M topped forecasts. The company raised full-year revenue guidance to $4.25B midpoint and EPS to $4.58, though EBITDA guidance missed. The stock rose 2.2% after the report.

    This is the latest earnings update, showing profitability strength and higher full-year outlook despite a small revenue miss.

  • Completes Zigor power conversion acquisition, adds inverter technology Nextpower completed the acquisition of Zigor's power conversion assets, adding UL-certified central inverters for US utility-scale solar and storage, IEC-certified products for Europe, and proprietary technology. It is accelerating US manufacturing with over 10 GW of capacity expected within twelve months, deliveries ramping in early 2027.

    This new deal expands the product portfolio and manufacturing footprint, supporting future revenue and margin growth.

Latest
▲4

Nextpower expands into storage and inverters, raises guidance despite Q2 revenue miss

  • Acquires Prevalon Energy for up to $365M, enters battery storage Nextpower agreed to buy Prevalon Energy, a battery storage specialist with 6 GWh deployed and 1.3 GW of supply contracts for AI data centers. This expands beyond solar tracking into storage and software, and the company raised its fiscal 2027 revenue outlook to $4.0–$4.4 billion. RBC raised its price target to $149.

    This is a major new acquisition that diversifies revenue and directly lifts future growth expectations.

  • Completes Prevalon acquisition, raises FY2027 guidance Nextpower closed the Prevalon deal and raised fiscal 2027 revenue guidance to $4.0–$4.4 billion and adjusted EBITDA to $845–$930 million. The acquisition adds battery systems, power control, and software, positioning Nextpower for grid storage and AI data center power. This confirms the earlier deal and boosts forward estimates.

    Completion and raised guidance make the growth from Prevalon concrete and near-term.

  • Q2 revenue miss but EPS beat and full-year guidance raised Nextpower reported Q2 revenue of $935.2M, slightly below estimates, but adjusted EPS of $1.20 beat by 14.9% and EBITDA of $233M topped forecasts. The company raised full-year revenue guidance to $4.25B midpoint and EPS to $4.58, though EBITDA guidance missed. The stock rose 2.2% after the report.

    This is the latest earnings update, showing profitability strength and higher full-year outlook despite a small revenue miss.

  • Completes Zigor power conversion acquisition, adds inverter technology Nextpower completed the acquisition of Zigor's power conversion assets, adding UL-certified central inverters for US utility-scale solar and storage, IEC-certified products for Europe, and proprietary technology. It is accelerating US manufacturing with over 10 GW of capacity expected within twelve months, deliveries ramping in early 2027.

    This new deal expands the product portfolio and manufacturing footprint, supporting future revenue and margin growth.

Ameresco Inc (AMRC)

Q3 2026
▲3▼1

Record data-center awards and backlog drive Ameresco, but profit slips

  • Record $1.8B awards, data-center demand Ameresco won a record $1.8 billion of new projects in Q2, with $1.2 billion for on-site power at data centers. Total backlog rose 32% to $6.73 billion, giving visibility for years. This is the core reason investors see growing future revenue.

    It is the main new fundamental driver of AMRC's outlook and price.

  • Q2 revenue beat, guidance raised Q2 revenue of $515 million beat expectations by about 12%, and Ameresco raised full-year earnings guidance to $1.15-$1.35 per share, above analyst consensus. The stock jumped nearly 30% on the news, showing how much better-than-feared results matter.

    It explains the sharp positive price reaction and improved earnings outlook.

  • Profit and cash flow weaken Despite record awards, net income fell to $9.7 million from $12.9 million a year earlier, and the first half swung to an $8.6 million loss. Higher depreciation, interest costs, and a smaller tax benefit are squeezing the bottom line, a real counterweight to the growth story.

    It is the main negative force and balances the bullish backlog news.

  • Potential inverter import restrictions Reports of possible US restrictions on foreign-made power inverters lifted Ameresco and other domestic renewable companies. If rules limit foreign suppliers, Ameresco could face less competition and benefit from a shift to domestic equipment, though the policy is not final.

    It is a new regulatory catalyst that could support AMRC's competitive position.

August 2026
▲3▼1

Record data-center awards and backlog drive Ameresco, but profit slips

  • Record $1.8B awards, data-center demand Ameresco won a record $1.8 billion of new projects in Q2, with $1.2 billion for on-site power at data centers. Total backlog rose 32% to $6.73 billion, giving visibility for years. This is the core reason investors see growing future revenue.

    It is the main new fundamental driver of AMRC's outlook and price.

  • Q2 revenue beat, guidance raised Q2 revenue of $515 million beat expectations by about 12%, and Ameresco raised full-year earnings guidance to $1.15-$1.35 per share, above analyst consensus. The stock jumped nearly 30% on the news, showing how much better-than-feared results matter.

    It explains the sharp positive price reaction and improved earnings outlook.

  • Profit and cash flow weaken Despite record awards, net income fell to $9.7 million from $12.9 million a year earlier, and the first half swung to an $8.6 million loss. Higher depreciation, interest costs, and a smaller tax benefit are squeezing the bottom line, a real counterweight to the growth story.

    It is the main negative force and balances the bullish backlog news.

  • Potential inverter import restrictions Reports of possible US restrictions on foreign-made power inverters lifted Ameresco and other domestic renewable companies. If rules limit foreign suppliers, Ameresco could face less competition and benefit from a shift to domestic equipment, though the policy is not final.

    It is a new regulatory catalyst that could support AMRC's competitive position.

Latest
▲3▼1

Record data-center awards and backlog drive Ameresco, but profit slips

  • Record $1.8B awards, data-center demand Ameresco won a record $1.8 billion of new projects in Q2, with $1.2 billion for on-site power at data centers. Total backlog rose 32% to $6.73 billion, giving visibility for years. This is the core reason investors see growing future revenue.

    It is the main new fundamental driver of AMRC's outlook and price.

  • Q2 revenue beat, guidance raised Q2 revenue of $515 million beat expectations by about 12%, and Ameresco raised full-year earnings guidance to $1.15-$1.35 per share, above analyst consensus. The stock jumped nearly 30% on the news, showing how much better-than-feared results matter.

    It explains the sharp positive price reaction and improved earnings outlook.

  • Profit and cash flow weaken Despite record awards, net income fell to $9.7 million from $12.9 million a year earlier, and the first half swung to an $8.6 million loss. Higher depreciation, interest costs, and a smaller tax benefit are squeezing the bottom line, a real counterweight to the growth story.

    It is the main negative force and balances the bullish backlog news.

  • Potential inverter import restrictions Reports of possible US restrictions on foreign-made power inverters lifted Ameresco and other domestic renewable companies. If rules limit foreign suppliers, Ameresco could face less competition and benefit from a shift to domestic equipment, though the policy is not final.

    It is a new regulatory catalyst that could support AMRC's competitive position.

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